When creating a workflow check condition in Microsoft Dynamics CRM 2013, you may have come across the need to list the values of a specific field that satisfy the check condition criteria. The most straightforward way to do this is to use the EQUALS operator and list each value that satisfies the check condition on […]

One of the best ways to view data is to look at it graphically, and that is why Dynamics CRM dashboards and charts are one of its most appealing features. You can create bar charts, column charts, stacked charts, pie charts, and the list goes on and on! However, sometimes you’ll want to change something […]

  • 27 August 2014
  • CRM 101
  • No Comments

Mobile Express for Microsoft Dynamics CRM is an optimized set of web pages specifically designed for phones and other small screen devices access CRM data. As long as your mobile device’s browser supports HTML 4.0 (or newer) and JavaScript, you have met the basic requirements to use Mobile Express and don’t need to install any […]

If your SSIS project is deployed to SSIS catalog i.e. SSISDB and you lost your source project file, then you need to edit the SSIS packages in the deployed project. In this blog from PowerObjects, we will discuss how to retrieve your project/packages. Option 1: Integration Services Import Project Wizard Open a new project from […]

PowerUp—The CRM Event, is just around the corner! This CRM educational user conference is filled with content to help you get the most out of Microsoft Dynamics CRM. Let’s take an in-depth look at one of the tracks you can take during the two-day conference: Gang Up. This track includes “Talk to the Subject-Matter-Expert” facilitated […]

  • 22 August 2014
  • Addons
  • No Comments

If you’ve ever wanted to see activities from the originating lead, along with all of the other activities or related records when looking at a contact record, but you don’t want to have to look in many different areas of the record, then PowerOneView will be your best friend! PowerOneView is PowerObjects’ most popular PowerPack […]

A lot of attention in the CRM 2013 Spring wave releases has been focused (rightly so) on enhancements in the areas of Marketing, Service and Social areas. This blog focuses on a specific enhancement in the area of Status Reason transitions in Dynamics CRM 2013. There are many business cases wherein if a record (for […]

  • 18 August 2014
  • CRM 101
  • No Comments

If you are experiencing performance issues with Microsoft Dynamics CRM, you may be going through the process of optimizing your Dynamics CRM performance. At a basic level, you should add the Microsoft Dynamics CRM websites as trusted sites in your browser. Adding a website, like those on your organization’s intranet or those owned by established […]

Microsoft Dynamics CRM Online provides a sandbox (development and/or test environment) associated with your production CRM environment. You can create a “full” copy, which includes the data or you can also create a “minimal” copy, which only includes the customizations. In this post, we will cover how to make a copy of your production instance for […]

PowerUp, the educational CRM event of the year, is fast approaching! The conference is chock-full of informative Dynamics CRM sessions that are sure to delight all attendees. If you are registered and aren’t sure which track to pick, or if you aren’t sure if PowerUp is for you, we have blogs on Track 1: Start […]

  • 12 August 2014
  • CRM 101
  • No Comments

Do you want unleash the power of Microsoft Excel to analyze your CRM data? Exporting to a dynamic pivot table can help. Excel provides sophisticated data analytics capabilities through pivot tables. Use them to quickly summarize data across a wide number of entities and fields. Excel 2010 onwards provides additional filtering capabilities using slicers.   […]

Role-based forms are a great way to simplify CRM for users by showing them only what they need to see for their job role. But be careful! There are pros and cons to using role-based forms in Dynamics CRM. The use of role-based forms can cause issues when merging records. Some fields may contain data […]

Return to Top ▲Return to Top ▲