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Anne Stanton
United States
Helping businesses to keep up with the speed of technology change
Interests: Enterprise Social, Social Technologies, Microsoft Dynamics CRM, Building on the Dynamics CRM Platform, gardening, reading, writing, technology, blogging, business development, networking
Recent Activity
Automatic testing is a bit of a niche skill and every application is different in terms of what is needed or what tools can be used. In this situation I depend on knowledge shared, because there is absolutely no reason... Continue reading
Posted Nov 23, 2016 at TIDBITS on Microsoft Dynamics CRM
It is a whole new world! "See how analytics and built-in intelligence will make you and your organization more productive and processes more efficient & effective" with Dynamics 365 https://www.youtube.com/watch?v=W390S2NIOo4 Continue reading
Posted Nov 17, 2016 at TIDBITS on Microsoft Dynamics CRM
You are starting to hear about Microsoft Dynamics 365 and you want to learn a bit more? You might want to listen to The First Look: https://www.microsoft.com/en-us/dynamics/dynamics-365-first-look Continue reading
Posted Oct 18, 2016 at TIDBITS on Microsoft Dynamics CRM
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 http://www.crmug.com and signup for... Continue reading
Posted Oct 17, 2016 at TIDBITS on Microsoft Dynamics CRM
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... Continue reading
Posted Oct 11, 2016 at TIDBITS on Microsoft Dynamics CRM
Is it time to listen to what is being said about your company? Continue reading
Posted Oct 10, 2016 at TIDBITS on Microsoft Dynamics CRM
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.... Continue reading
Posted Oct 10, 2016 at TIDBITS on Microsoft Dynamics CRM
A few resources to ramp up on all that is new in Knowledge Management in Microsoft CRM 8.1.0.00xx (2016 Spring Release) Dynamics CRM Knowledge Management by the Microsoft EMEA Support Team New Knowledge Management Features Introduced by the Microsoft Product... Continue reading
Posted Jul 12, 2016 at TIDBITS on Microsoft Dynamics CRM
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Microsoft CRM supports tracking of e-mail messages and e-mail messages often come with attachments. If you want to prevent Microsoft CRM from storing an e-mails attachments you can set the file size within Configuration to 0. What if you don't... Continue reading
Posted Jul 11, 2016 at TIDBITS on Microsoft Dynamics CRM
Microsoft CRM is tightly married to Microsoft Excel and as such some of the EXCEL functions can come in very handy. When putting together a demonstration system check out the RANDBETWEEN() Function for generating random numbers in Excel. It can... Continue reading
Posted Jul 6, 2016 at TIDBITS on Microsoft Dynamics CRM
In Microsoft CRM you can have many knowledge base articles associated to a case, but what if you wanted to always associate a specific article to a specific case based on the type of case? This can be done using... Continue reading
Posted Jul 4, 2016 at TIDBITS on Microsoft Dynamics CRM
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If you don't know what you get out of the box, then you might be inclined to ignore all the greatness and create your own entities. This is an option, but what it tends to bypass are all of the... Continue reading
Posted Jul 3, 2016 at TIDBITS on Microsoft Dynamics CRM
Microsoft CRM and Calculate Fields offers some real power for adding scoring to a specific record. Take for instance a situation where five different departments work on a specific opportunity. You can configure the system so that each department adds... Continue reading
Posted Jul 1, 2016 at TIDBITS on Microsoft Dynamics CRM
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Field One took Microsoft CRM and mastered the platform. What does this really mean? Mastering the platform? Continue reading
Posted Jul 1, 2016 at TIDBITS on Microsoft Dynamics CRM
If you have not had a chance to see the incredible new functionality of Project Services then this little video is worth the 5 minutes that it takes to watch it. WATCH the VIDEO Continue reading
Posted Jun 24, 2016 at TIDBITS on Microsoft Dynamics CRM
There is so much that I don't know and yet, what I do know I am willing to share. When I share I learn, I like to learn, others learn, I like to teach, we all learn. I like it... Continue reading
Posted Jun 23, 2016 at TIDBITS on Microsoft Dynamics CRM
One of my greatest passions is helping and learning. Today as I walked the bridges of information helping where I can and learning, I discovered a few new links that are worth tucking into your CRM back pocket. There is... Continue reading
Posted Jun 3, 2016 at TIDBITS on Microsoft Dynamics CRM
You can still catch some of the sessions by starting here ... Continue reading
Posted Apr 12, 2016 at TIDBITS on Microsoft Dynamics CRM
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I might have to take some time away from projects to go to this intimate and intense seminar that includes not only training, but also real life sharing from the field. If you are working with Dynamics CRM then this... Continue reading
Posted Apr 11, 2016 at TIDBITS on Microsoft Dynamics CRM
In case you have not heard Microsoft Announces the SPRING WAVE of Microsoft CRM 2016 with FieldOne and ADXStudio integration. Did you know you can learn even more now? Check out the FieldOne Case studies and learning center here! Check... Continue reading
Posted Apr 7, 2016 at TIDBITS on Microsoft Dynamics CRM
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Given all the BUZZ coming out of Envision it looks like the conference was a success in meeting it's goals of sharing the vision! If You Are Planning for Next Year? "What can you expect at Microsoft Envision? Gain crucial... Continue reading
Posted Apr 6, 2016 at TIDBITS on Microsoft Dynamics CRM
Given that so much new has been released, sometimes it is easy to miss some of the powerful new features. Take for instance USING WORD TEMPLATES in CRM. Sure, letters are nice, but have you ever considered the power of... Continue reading
Posted Apr 6, 2016 at TIDBITS on Microsoft Dynamics CRM
Even more Options for E-Mail Synchronization The Server-Side Synchronization Handbook : Another option for Connecting Microsoft CRM Online to Microsoft Exchange Server Continue reading
Posted Apr 5, 2016 at TIDBITS on Microsoft Dynamics CRM