February 3 Blog Review

This blog review will encompass the updates for the weeks of January 29th and February 5th. Let's jump right in to it!

PowerObjects posted about Business Process Flows: Conditional AND Statements in Branching Logic. This explains how to properly use branching logic in Business Process Flows.

PowerObjects also shared Who Wore it Best: System Views vs. Personal Views. This gives some comparison information about the types of views and where they can be used and accessed.

Adam Vero added a post on the Exams for Dynamics CRM 2016 and 2015 Update 1. This talks about the exams that are available and some information about each.

CRM Tip of the Day posted Avoid Cherry-Picking in the Queues. This discusses some solutions for people grabbing easy items out of queues. This talks about several routing and automation ideas.

For those using the Social components in CRM please check out the CRM Team's blog video: Exciting New Features in Microsoft Social Engagement 2016 Update 1.2.

That's all for today folks. Enjoy!

July 26 Blog Review

The CRM world is starting to recover from the flurry of news a few weeks ago. Here are the top stories this week:

Everyone is getting excited/nervous for the Orion upgrade. PowerObjects is helping us with their blog Preparing for Microsoft Dynamics CRM 2013. If you are fully up to 2011 standards and compatible with the UR 12 cross-browser functionality you should be in a good spot to move to 2013. Make sure you do not have the “Include HTC support in Microsoft Dynamics CRM forms” setting checked when testing, this will not be available in 2013. To know how long you have to prepare check out MSDynamicsWorld and Putting it in Writing.

Queues in CRM can be a tricky feature. One especially irksome piece is how, in many implementations, users can see a full list of all queues including everyone’s personal queue. A good way to fix this is to decrease the read access level and then use teams and sharing for access. Learn more about this in CustomerEffective’s Taming The Queue View in Microsoft Dynamics CRM.

For those of you working on moving to Update Rollup 14, Chris Cognetta advises that some old registry keys should remain in place to prevent poor performance. CRM 2011 Outlook Client: Disable Mapi Caching not working after UR 14.

This week Leon Tribe has been talking about Capturing Multiple Contact Roles in CRM. We know that Contacts can only be parented by one Account, but if they work at multiple companies some problems can arise. Some suggested approaches are: Connections, A Contact Role Entity and A Person Entity. Read the blog to see the Pros and Cons of each approach.

Microsoft Dynamics CRM just celebrated its 10^th birthday. Read some Veterans Reflections at MSDynamicsWorld.

If you missed the WPC a few weeks ago (like me) you can catch the Top 11 Stories here.

That’s all for today folks. Let me know if I missed anything and I can include it next week!

Late Weekly Blog Review – June 11

My Friday Blog review is very late since it is now in fact Tuesday. Still, let’s see what we can find.

Leon Tribe has some interesting thoughts on Associating Opportunities Directly to a Campaign.

Madrona posted a Review of Polaris Features. Interesting, most has been covered in the blogosphere already. One point I did find interesting is that in Polaris the Outlook Client search will be consistent with the Quick Find behavior in the web client, as opposed to just searching within the view.

MSDynamicsWorld has an interesting article discussing “Will Marketing Acquisitions change CRM competitiveness?” ExactTarget may be bought by Salesforce soon which could impact the many other CRM software platforms that are integrated with it. Also, with Microsoft’s acquisition of MarketingPilot some marketing vendors may be worried about losing business. General conclusion is that yes, things will change but it will take time. Marketing vendors have been working in the Marketing space longer so they will be able to stay in front of the curve.

Recently CRMUG hosted a great webinar about User Adoption, Gamification and the Yankees. You can read the summary on MSDynamicsWorld. If you are a CRMUG Collaborate member you can view the PowerPoint Slides as well.

Quick Tip from Mitch Milam about Working with Queues – create a new system view for all queues whose name does not begin with “<”. Use this to quickly hide all your personal queues.

Sonoma posted a review of the recently released Scalable Security Modeling White Paper (jump directly to the White Paper if you like). Main takeaways as highlighted in the article are: be careful with using too much sharing, do not have more than 1000 Business Units, don’t put users on too many teams, don’t modify team membership or user details often and be careful if a many users are logging in at the same time.

That's all the goodies for today. Good night!