November 2016 Blog Review

Before everyone runs off for Thanksgiving, we can take a few moments to be thankful for all the CRM blogs in the world and the knowledge that they bring us. I am so thankful for CRMUG and how much I have learned over the years. This past year I was stretched and presented in webinars and at CRMUG Summit. It was such a great experience and I hope to present even more in 2017!

Now let's catch up on the news from the past few weeks.

Speaking of CRMUG Summit - check out Ledgeview Partners post: CRMUG Summit '16 Highlights Dynamics 365 Announcement. 

PowerObjects was sharing lots of great content here are a few I recommend you take a look at:

• Everything you need to know about Task Flows - Task flows allow you to configure a process that users can walk through on a mobile app. This can be used the simplify data entry and focus on the function. This article walks through what you need to know and how to set up
• How to Use Workflows to Find Cases Not Yet Assigned to a Queue - This walks you through how to create the necessary fields and workflows to effectively monitor cases that need to be assigned
• Dynamics 365 Q&A with Our Sales Team - Read the answers to all of your Dynamics 365 questions

RSM shared Fully Utilizing the Business Process Flow in CRM. This shows some ideas for how to combine Business Process Flows with Workflows, custom fields and other out of the box customization to make a more robust solution. Your Business Process Flow can do more than just show users which fields to fill out when.

Sonoma Partners shared Activity Feeds are Made of This. There may be some confusion about Activity Feeds vs Yammer vs Activities so this blog walks through what entities are involved in Activity Feeds and how to use them effectively.

 Jukka Niiranen also posted about 365 in Reflecting on Dynamics 365. This talks about the change in CRM technology and how Microsoft is changing with the introduction of PowerApps and Flow.

As always, I encourage you to stay up to date with CRM Tip of the Day!

That's all for today! Have a great Thanksgiving!

February 12 Blog Review

In honor of Valentine’s Day let’s start out with a list of things to love about CRM:

1.       It is a great way to organize all your customer data and manage your business processes

2.       It is extremely extensible for all your integration and customization needs

3.       It allows non-developer types (such as myself) to easily modify the system and build process automation

4.       Lastly and most importantly – the COMMUNITY! The CRM community is awesome because everyone is sharing their knowledge through blogs and CRMUG. You are never alone in any issue or struggle! (And don’t forget the CRMUG Chapter meetings, come out to CRMUGDC on Feb 24)

Note: If anyone can think of a good way to tie President’s day to CRM please let me know so I can have a cheesy tweet for Monday J

The CRM MVP’s are particularly great members of the CRM Community. I want to quickly congratulate Mitch Milam on his 10^th year as a CRM MVP. Keep up the good work!

Now let’s look at the other posts from this week.

The CRM Support blog shared Dynamics CRM Support with Windows 10, Edge Browser, and Office 2016. This discusses which versions of CRM are compatible with the newest Microsoft technologies.

PowerObjects talked about CRM 2016: What’s New for Unified Service Desk? This talks about some of the new features for USD as well as some of the basics and how to get it set up.

Jukka Niiranen shared CRM 2016 Solution Segmentation for The Rest of Us. This describes how you can now package specific components of an entity. He also walks through what this means and looks like.

CRM Tip of the Day posted Unable to publish solution with calculated fields. This explains the error message you could see publishing a solution and how to get around it. Spoiler alert: you need to include all entities that are referenced in your calculated field.

CRM Tip of the day also directed us to the CRM 2016 Online vs. On-Premise FAQs. Review this list to see which features are supported in which CRM set up.

Finally, if you are thinking new year, new CRM check out RSM’s blog – Are you prepared for Microsoft Dynamics CRM 2016 Upgrade? This will provide a few points to consider and think about as you plan your upgrade.

That’s all folks. Have a great weekend!