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November 2016

Virginia, Maryland and Washington D.C. Dynamics Users (CRMUG)

There is nothing like connecting with other people who are using Microsoft Dynamics CRM and the best way to do this is to get involved in the Dynamics Communities.

How do you get started? Check out and signup for the upcoming local chapter meeting

The next meeting in Virginia, Maryland and Washington D.C. Area is on November 16 at the Cobalt Office in Alexandria. Full Details and registration here. This is a special meeting and it is in Virginia. 

Most meetings in the D.C area are in the Microsoft Chevy Chase Office and if you want specific chapter information check out:‚Äč

SLAs are not just for Service anymore - CRMOnline v8.1.X.xxxx

You now have the capability to use service level agreements (SLAs) for entities apart from Case

OH You are not using SLA's for cases yet either ... Well .. they are a unique learning area and you need to understand the strengths and version 1.0 variables. So tune up the grey matter and take a look at some of the following posts.

How to Configure SLAs

Enable Entities for SLAs

Add a Timer to Forms

Configuring SLA Timers

Enhanced SLAs and Entitlements

Microsoft Social Engagement: Empower Each Individual and listen to your own sources

The awesome Jesper Osgaard has a great write up on how MSE has met the much demanded need to listen to RSS and Atom Feeds ..

Listen to custom sources in Microsoft Social Engagement

"Custom sources offer a way to get additional data from your favorite public RSS and Atom feeds. You can create search topic rules and filters to gain further insight into all your sources"


Is it time to listen to what is being said about your company?

CRMUG Summit 2016: Count In, Count On

22 Hours, 44 Minutes and 48 Seconds to the official kick off of CRMUG Summit 2016 under the cloudless skies of Tampa.

Saturday, Sunday & Monday included deep dive Academy training with field veterans ... Definitely a LEARNING packed week. AND here is the key, when you dive into the world of business applications learning and growing is what it is all about. Customers can leverage technology, in addition to their people and their business processes to kick it up a number of notches and we all need those extra notches in this crazy world.

How Can you Get More?

Add learning initiatives, support growth, hold people accountable to share what they learned.

Remember what it is like to teach someone else? To teach you really have to understand, so how do you know what people retained from a conference? Have them teach it to their peers who didn't get to go this time.

What about all those contacts? Well they often don't mean much unless there is follow-up. The idea is not only to meet people, but to build new relationships. How do you build new relationships? You stay in contact, you see each other each year, you participate.