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I am so Blue!!!

  • 1.  I am so Blue!!!

    TOP CONTRIBUTOR
    Posted Jun 21, 2019 05:28 PM

    Blue as in Blue Key CRM! Wowzinga....what a great presentation from Burns & McDonnell on Thursday! Thanks again Shawn, Eric & Jim! I know I learned a lot and I saw a lot of great reactions from the group too. What better way to kick off summer, soaking up some new ideas!! Mandie thank you for your survey tips, I know I want to create a survey or two now. And how cute is your dad? I bet he has many more great stories!

    What about our visitors? Our Nebraska ladies (on-site & on the phone) and Dan from Tulsa. We love visitors and you all are welcome anytime! Thanks for joining us!

    Jerry, you are our MVP – always!!

    Members, partners, everyone that attends, it is always great to see you. It's always the highlight for me when I see you all. I love this group, all of you couldn't be any nicer people and we are lucky to have a superb group. You hang in with our crazy intros, my craziness (and giving you all a hard time), our waiting for plates, needing a break, not always going as planned meetings-we appreciate it so much!

    All the above proves why we are 2x Chapter of the year winners, because we are Champions in CRM and friendship!!

    Separate post with the presentations to follow!

    We will see you all in September, enjoy summer! See you soon!

    Reach out to the group or leadership team if you need anything!!

    xo (Beth, Laura M., Laura J., John & Leah)



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    Beth Handley-Bauer
    IT System Administrator
    Commerce Bank
    Kansas City MO
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  • 2.  RE: I am so Blue!!!

    TOP CONTRIBUTOR
    Posted Jul 01, 2019 06:32 PM
    Thanks for the recap @Beth Handley-Bauer!  It was a great meeting. I have posted both presentations to the KC CRMUG library.  Hope to see you all in September, please remember to register for the meeting on our page! - Laura

      

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    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
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  • 3.  RE: I am so Blue!!!

    Posted Jul 02, 2019 08:40 AM
    Oh man, how'd I get in that picture?

    Since we were talking about Voice of the Customer, two links about it being deprecated...

    https://community.dynamics.com/365/b/adrianbegovichblog/posts/voice-of-the-customer-voc-deprecation
    https://msft.today/voice-of-the-customer-deprecation/

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    Chris Brownfield
    Systems/Database Administrator
    William Jewell College
    Liberty MO
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  • 4.  RE: I am so Blue!!!

    GOLD CONTRIBUTOR
    Posted Jul 05, 2019 09:21 AM
    Thank you for passing along the info!

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    Shawn Hickey
    Burns & McDonnell
    Kansas City MO
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  • 5.  RE: I am so Blue!!!

    GOLD CONTRIBUTOR
    Posted Jul 08, 2019 09:22 AM
    @Chris Brownfield - Thanks for this information. Do you have a link that walks through the steps of how to create a Microsoft Forms and connect the Contact and Case​ details to a form? I've been asked to make some changes to our current VoC forms, but if these are being deprecated, I'd rather learn the new tools instead of changing something that is temporary.

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    Nancy Peterson
    Senior Business Analyst
    Pitsco Education
    Pittsburg KS
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  • 6.  RE: I am so Blue!!!

    Posted Jul 08, 2019 02:59 PM
    Maybe this could be a future CRMUG or something for the PowerApps UG to go over?  I found an article from a lady I follow on twitter (who is amazing), her blog post uses flow/CDS to move all the data around so not sure how helpful it is to you... https://meganvwalker.com/creating-an-invitation-to-a-forms-pro-survey/ she also does youtube videos on her blog post, so helpful to me!

    Chris


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    Chris Brownfield
    Systems/Database Administrator
    William Jewell College
    Liberty MO
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  • 7.  RE: I am so Blue!!!

    MICROSOFT MVP
    Posted Jul 09, 2019 08:58 PM
    Edited by Jerry Weinstock Jul 09, 2019 09:01 PM
    Nancy,

    Take a look at some of these Flow templates, I think one or more of them will answer your question directly or indirectly.

    https://us.flow.microsoft.com/en-us/connectors/shared_microsoftformspro/microsoft-forms-pro/

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    Jerry Weinstock
    Business Technology Strategist, MVP
    CRM Innovation
    Lenexa KS
    https://mvp.microsoft.com/en-us/PublicProfile/4029113?fullName=Jerry%20%20Weinstock
    ------------------------------



  • 8.  RE: I am so Blue!!!

    GOLD CONTRIBUTOR
    Posted Jul 12, 2019 11:48 AM
    Thank you @Jerry Weinstock. This is very helpful. I agree with @Chris Brownfield - this would be a great topic for a future UG meeting. ​​​

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    Nancy Peterson
    Senior Business Analyst
    Pitsco Education
    Pittsburg KS
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