US - Illinois (Chicago) – CRM

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    RE: next meeting

    John, The Chicago December meeting will be held on January 9th.  We are still working out the details of location(s) and agenda.  Stay tuned. Thanks for your patience. Donna ------------------------------ Donna Liotta Manager Business Applications ...

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    next meeting

    Can anyone confirm if we will -- or will not -- have a Chicago chapter meeting in December? ------------------------------ John Cisek Director, Operations Family Office Exchange Chicago IL ------------------------------

  • Donna how do i run this SQL?? ------------------------------ Neal Folgers Chicago Chapter Leader (815)718-3459 (Mobile) ------------------------------

  • Check this out…it answers my original question. An office 365 Enterprise E3 or E5 license is required to do Activity Logging, including D365 activities.  ...

  • I know there is a query (I found it on a web search) that will tell you the last time a report was run and I think you can tell who ran it if the report runs as calling user.  Some of our reports run at elevated permissions and that would report out as ...

  • Similar to logins, does anyone know if the following 'audit' info is accessible and if there is a SQL query that can get at it: 1) user generation of reports 2) user exports of views to excel This would be as part of data protection efforts to know if/when ...

  • Thank You Donna!! ------------------------------ Neal Folgers Chicago Chapter Leader (815)718-3459 (Mobile) ------------------------------

  • Neal, I haven't figured out how to determine what activity a user has done other than looking for specific records with a specific user as the last modified by.  That only works if no one modified it after they touched it.  I found a sql query for last ...

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  • CRMUG meeting on January 9, 2020 from 2 locations

    Hi All, if you haven't already, please join us for our CRMUG Q4 meeting this Thursday, Jan 9th.  We are hosting from 2 locations: Downtown and Downers Grove so you can pick the location most convenient for you.

  • Welcome!

    Collaborate with user group participants in and around Chicago, IL! Network with others in our area, plan local meetings, share meeting presentations, notes and files, and discuss topics relevant to our local community.  Be sure to bookmark for quick & easy access to our community!

    Meet the volunteers who lead the local Chapter: 
    @Mohammed Qureshi CRM Architect, Nalco An Ecolab Company
    @Donna Liotta Manager Business Applications, National Safety Council
    @Jonathan Lee PMI Chicagoland Chapter President
    @Timothy Noce CRM Manager, AEP Energy
    @Jennifer Luciano​​​​​ SVP Customer Relationship Management, Wintrust Financial Corporation

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