Posts From Cargas

Physical Inventory

A physical inventory consists of manually counting each item and comparing it to the quantity in the inventory system. The actual count is used to correct inventory quantities, identify necessary inventory adjustments and investigate variances. Once a count is completed, the available inventory and value are recalculated. Inventory is commonly taken at the end of the fiscal year. Some companies may take inventory more often or take cycle counts based on movement or value.

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Using Workflow to Create a New Activity Feed Post

As you know, Activity Feeds can post certain activities to record walls, so users can have a greater visibility into all the interaction with that record. And as I explained in a previous blog, you can configure the Activity Feeds to post what is most relevant to you.

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CRM Online and Office 365—The Global Admin

Now that CRM Online is under the Office 365 umbrella, you must maintain your CRM licenses, users, and user information via Office 365 and not in CRM itself. You can no longer even disable a user or update a name. All of that is handled in O365.

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Activity Feeds—“An Error Occurred.”

I ran into an interesting error recently on the Activity Feeds. It kicked out an error but would still work fine if you clicked through the error.

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Excel Budgets – did you know?

Use the following tips to troubleshoot issues that may occur when you use Excel-Based Budgeting:

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How to Configure Activity Feeds

Activity Feeds are not an entirely new concept for CRM 2011, but they are often underused or misunderstood. The main questions I receive are “What actions are posted?” and “Can other actions be included?” To answer these questions let’s take a deeper look at the Activity Feeds beyond simply following records and users.

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GP Miscellaneous – did you know?

Did you know – you can rename SmartList fields in the regular SmartList – click on the columns name and type over the names in the display names portion of the window. With the information populated under the new name – drag the column heading to fit the data and save as a favorite. The Smartlist will fit across the window better

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Preparing for an Upgrade

Preparing for an upgrade can be a challenging time for anyone or any organization. Upgrades and installations bring change to an organization – which can be disruptive and cause issues if not handled properly. There are two primary factors that can help insure the change goes as smoothly as possible: Preparation and Communication. These may sound like common sense parts of any system upgrade, but many times these are neglected in favor of expediting the upgrade process. That can be a very costly mistake in terms of time and money.

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Copying format of one Modified Form to Another Version of the Form

Note: These steps use SOP Blank Invoice Form and SOP Blank History Invoice Form as examples.

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Copying format of one Modified Form to Another Version of the Form

Note: These steps use SOP Blank Invoice Form and SOP Blank History Invoice Form as examples.  1. Go to Tools | Customize | Customization Maintenance. 2. Export a package file of your SOP Blank Invoice Form to the Desktop. Give

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