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November Houston CRMUG Meeting

  • 1.  November Houston CRMUG Meeting

    TOP CONTRIBUTOR
    Posted Nov 01, 2019 05:02 PM
    Please register to attend our next meeting on November 13th here. This will guarantee you get lunch!

    So far we have two Summit speakers:
    Umar Khan from MCA Connect will present why using good ol' Excel is sometimes better than all those fancy Power tools.
    Zak Krueger from RSM will talk about when to use Flow vs good ol' Workflow.

    If you were at Summit, you will be asked to comment on your favorite session so come prepared!

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    Mark Suchman
    CRM Lead
    Ascend Performance Materials
    TX CO
    ------------------------------


  • 2.  RE: November Houston CRMUG Meeting

    TOP CONTRIBUTOR
    Posted Nov 04, 2019 10:22 AM
    Ah good topics!

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    Brooke Browne
    Marketing Director
    Smartbridge
    Houston TX
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  • 3.  RE: November Houston CRMUG Meeting

    TOP CONTRIBUTOR
    Posted Nov 10, 2019 10:40 PM
    Be sure to register by tomorrow Monday morning to make sure you make the lunch list so you will get food!

    See you on Wednesday.

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    Mark Suchman
    CRM Lead
    Ascend Performance Materials
    TX CO
    ------------------------------



  • 4.  RE: November Houston CRMUG Meeting

    TOP CONTRIBUTOR
    Posted Nov 13, 2019 05:12 PM
    Thanks for everyone that came to the meeting. We had a lively discussion about Flow and Workflow, lead by Zak Krueger from RSM. I presented uses for the Competitor entity and how it's included in the new Opportunity Close entity. The roundtable was lively as usual.

    I have posted both presentations in the community library.

    I created the February meeting so you can register right now!

    See you soon.

    ------------------------------
    Mark Suchman
    CRM Lead
    Ascend Performance Materials
    TX CO
    ------------------------------



  • 5.  RE: November Houston CRMUG Meeting

    TOP CONTRIBUTOR
    Posted Nov 13, 2019 06:25 PM
    Thanks Mark! I meant to share this on Monday, but one of my coworkers was at Ignite and wrote up a post about "Power Automate" - https://smartbridge.com/ignite-productivity-microsoft-power-automate/

    Can't say I didn't see that name change coming! I just thought it would be PowerFlow.

    ------------------------------
    Brooke Browne
    Marketing Director
    Smartbridge
    Houston TX
    ------------------------------



  • 6.  RE: November Houston CRMUG Meeting

    SILVER CONTRIBUTOR
    Posted Nov 14, 2019 08:48 AM
    Thanks for organizing and sharing the content Mark!

    As I mentioned yesterday, everyone should have access now to custom help panes. This is the replacement for Learning Path and allows in-line editing of custom help in a very rich text editor, allowing embedded videos and other nifty features. Check out the release documentation here: https://docs.microsoft.com/en-us/powerapps/maker/common-data-service/create-custom-help-pages

    And here's more on the RPA in Power Automate known as UI flows. I've found it very slow thus far, but I'm sure it will improve.
    https://docs.microsoft.com/en-us/power-automate/ui-flows/overview






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    Chad Althaus
    Bray International, Inc.
    Houston TX
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