Quickly Create A Personal View – Dynamics CRM 2013

Friday Tip! How to Quickly Create a Personal View in Dynamics CRM 2013 This tip is courtesy of a fairly recent feature in Dynamics CRM 2013. A personal view is a list or group of records that can help you target and segment lists of your CRM records. Most users know they can create a …

Sharing Saved or Personal Views ? Dynamics CRM 2013

Sharing Saved or Personal Views Sharing Saved or Personal Views that you or your users have created is a great way to encourage adoption and use of Dynamics CRM. With some of the UI/UX changes in CRM 2013 the question of how to share Views has come up several times recently. Oddly the ability to …

Dynamics CRM 2013 Business Process Overview

One of the amazing new capabilities in Dynamics CRM 2013 are Business Processes. this post provides a Dynamics CRM 2013 Business Process Overview. Business Processes are new way to help guide users through any type of business process in a simple and intuitive way. The process is presented in stages and steps that are clearly …

CRM 2013 Upgrade Considerations and Key Platform Enhancements

A great session on Dynamics CRM 2013 upgrade considerations and key platform enhancements by Matt Barbour, Microsoft Senior Program Manager. Discontinuing support for Windows Server 2003 Windows XP IE7 Exchange 2003 Reworking some of the accelerators several have been around since v4 This is a one way upgrade Must upgrade from ur6 or ur14 or …

New Era in Dynamics CRM 2013

Notes from CRMUG Summit 2013, Tampa, FL I have a few posts from sessions and content from the Dynamics CRM User Group Summit held in Tampa FL the week of October 21. First up was the New Era in Dynamics CRM 2013 presentation by Param Kahlon, CRM Program Manager, for Microsoft Dynamics CRM. Growth in …

Microsoft Dynamics CRM 2013 Release Preview Guide Available

Microsoft Dynamics CRM 2013 is right around the corner! Bob Stutz posted a blog highlighting the release of the Microsoft Dynamics CRM 2013 Release Preview Guide!? I recommend you check out his blog post here and then download the Release Preview Guide for complete details! This guide reveals the upcoming enhancements to start preparing users …