Posted on May 17, 2013 by JoeCRM
In today’s blog we’ll take a peek at an extremely powerful tool in Dynamics CRM 2011: workflows. In particular, let’s look at a scenario: Alpha Company would like to use CRM to automatically sort their lead records for their sales
Posted on May 16, 2013 by JoeCRM
One of the important tasks for Microsoft Dynamics CRM 2011 administrators is ensuring users have appropriate access to the system. One of the challenges of doing an efficient user audit is easily seeing a list of all the security roles
Posted on May 15, 2013 by JoeCRM
Over the last several years, a new dimension has been added to reporting in Dynamics CRM: visualization. PowerObjects has taken visualization a step further by introducing maps into XRM solutions. It’s a little thing we call PowerMap—another inexpensive and great
Posted on May 13, 2013 by JoeCRM
Webinar: Extending PowerMailChimp to See What Contacts and Leads are Interested in on Your Website May 31, 2013, 10:00 – 10:30 am CDT The PowerMailChimp add-on for Dynamics CRM lets you build and send bulk email campaigns from within your
Posted on May 9, 2013 by JoeCRM
The Track in CRM feature with the Outlook client is one of the most used features in Microsoft Dynamics CRM. PowerObjects has numerous blogs already published on various tips and tricks on CRM and Outlook integration, but today we’ll focus
Posted on May 8, 2013 by JoeCRM
Data migrations can be complex. Whether you are migrating from Salesforce.com to Microsoft Dynamics CRM or from another contact management solution, you will come across challenges with data. This blog will highlight 11 Dynamics CRM data migration tips that migration
Posted on May 6, 2013 by JoeCRM
If you have SharePoint integrated with Microsoft Dynamics CRM Online, you may have noticed a recent service update where you now experience the following: You cannot open a PowerPoint file by clicking its link in a document list. Instead, you
Posted on May 3, 2013 by JoeCRM
Using Dynamics CRM 2011 on a daily basis, we all have our own ways of navigating the system to get our work done. I like to encourage less clicks and more kicks in CRM, so here are five tips you
Posted on May 1, 2013 by JoeCRM
More and more Dynamics CRM users are making the switch to Office 365. It integrates seamlessly with CRM, it’s easy to use and it gives users anywhere access to the tools and information they need to be productive. With the
Posted on April 30, 2013 by JoeCRM
The Dynamics CRM Customer Portal can help organizations maximize their businesses ability while managing interactions within Dynamics CRM. This blog will walk you through the website installation of the Customer Portal for Microsoft Dynamics CRM 2011. Below are the steps
