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February Houston CRMUG Meeting

  • 1.  February Houston CRMUG Meeting

    TOP CONTRIBUTOR
    Posted 20 days ago
    Please register to attend our next meeting here. If you do, you will get lunch.

    Please bring a CRM tip you like or often use to share with everyone, even if it's just a little thing. Bring as many as you like.. And also bring a question that has been nagging you! Ok, you can bring as many as you like too.

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    Mark Suchman
    CRM Lead
    Ascend Performance Materials
    TX CO
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  • 2.  RE: February Houston CRMUG Meeting

    TOP CONTRIBUTOR
    Posted 20 days ago
    I'm definitely looking forward to going to this one! I've been actually doing admin stuff the last several months.

    A couple of areas I can think about providing value, depending on what interests you guys:
    • I migrated to UI, seemed easy, but had some serious accessibility issues. Found the reason for one, the other is being investigated by MSFT (bug?)
    • In the process, found the URL that forces the classic view, and all errors disappear!
    • We don't have any significant custom entities, I'm thinking it *might* be needed soon, but I feel that might create more issues that I don't have time to resolve, since custom entities usually aren't well taken care of by OOB changes
    • I've been creating training videos with quizzes through Stream, that will be our 'Dynamics Certification' program that everyone must go through
    • I use a low-key technique for finding qualified opportunities and won opps each quarter to run commission for my sales team. I'm wondering if anyone else has set up the same and what theirs looks like


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

    TOP CONTRIBUTOR
    Posted 22 hours ago
    Brooke, Awesome! I assume you mean UCI, which is definitely a timely topic for all of us online. Custom entities are not a problem. That's what the application is for! We can talk about it. Yes, show us Stream. We'll ask of all about calculating commissions.

    I'm going to talk about the CRM to Teams integration. I'll try to summarize what I have learned about the Power platform.I just opted-in to use InsideView.

    Please let me know what things ya'll are working on that you would like to share so I can put together some semblance of an agenda.

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



  • 4.  RE: February Houston CRMUG Meeting

    TOP CONTRIBUTOR
    Posted 7 hours ago
    Yup, UCI. I've had about 3 more Microsoft tickets since posting, and while they won't say anything, I'm pretty certain they were issues related to UCI and powerapps.

    But I think it's worth it, filling out the fields is so much easier now.

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