May 29 Blog Review

By Kylie Kiser posted May 29, 2015 01:39 PM

  

Let’s jump right in to the CRM news of the week!

PowerObjects posted Preparing for CRM Upgrades. This is a great quick reference guide about what you need to know for all types of upgrades from simpler cases (2013 to 2015) to the bigger ordeals (4.0 to 2015).

Sonoma Partners talks about Avoiding Form Script Errors with CRM Online 2015 Update 1. The update includes a new way of loading forms which can dramatically impact performance. However, there are a few things you should keep in mind and be aware of.

CRM Tip of the Day posted an interesting tip – Where did the Opportunity subgrade pop-out button go? This talks about how administrators may make new lookup fields on the opportunity but if you ever make any sub-grids you will want to use the Potential Customer relationship.

One more post to highlight from CRM Tip of the Day is Please Subscribe me to All you’ve got. This is a great way to allow users to add contacts to multiple Marketing Lists at once by using a sub-grid.

It’s a quiet week with the holiday and everyone starting off their summer plans. Hopefully we will have more exciting news next week. Have a great weekend!

 

Originally Posted here – http://crmkrm.blogspot.com/2015/05/may-29-blog-review.html



#Technical #Admin #CRM4 #CRM2015 #Technical #UpgradesandUpdates #CRM2013 #Marketing #Admin #CRM2011
#CustomerEngagement
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