The Import Wizard is a great way to get a lot of records into CRM in a short amount of time – make sure you’re using it when you can! That being said, have you ever wanted to import data that included a Time Zone? For Time Zones, the import templates require a Whole Number. […]

One of the new great features of MSCRM 2013 is a fly out field of specific data that you can enter in. You have probably noticed this with addresses and the contact name field. This fly out is not configurable from the form, but it can be changed using the name format option in System […]

One of the most popular features of Microsoft Dynamics CRM is its native integration to Outlook. With the CRM add-on in Outlook, users are instantly able to sync their appointments to their calendar, their tasks and phone calls to their task list, and their e-mails into their inbox. Users can create a record in Outlook […]

When a CRM 2011 organization is upgraded to CRM 2013, part of the upgrade process creates new forms for many of the out of box entities. The new forms are easy to identify as they’re named after the entity, while the “legacy” Information form is still named Information. Microsoft has provided a method to “merge” […]

Have you ever wondered how to use HTML to format text for your email temples? This blog can show you how! Microsoft Dynamics CRM has a WYSIWYG (what you see is what you get) editor for building HTML-based Email Templates, though the options for formatting the text in your messages are limited to the basic […]

  • 23 July 2014
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Have you ever received a phone call, had to ask the person their name, or company name, then had to put them on hold while you find their record in your Microsoft Dynamics CRM system? What if there was a tool that could search the records in your CRM, and automatically pop open the record […]

If you have ever wondered what concepts are needed to understand Actions in Dynamics CRM, then this your blog! By definition, Dynamics CRM Actions unify and open a broader channel for automation between CRM platform messages and CRM processes like workflow. It allows more streamlined process flow between programmatic logic (code) and point-and-click processes built […]

If you haven’t done so by now, you are probably considering upgrading to CRM 2013. CRM 2013 introduces the new Server-Side Synchronization (SSS) feature which can take the place of email router. Eliminating the email router also offers the benefit of further centralizing the administration of CRM toward the application layer. In this blog we […]

  • 17 July 2014
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Getting employees to use Dynamics CRM is something that many companies struggle with, but there are many tools available to increase user adoption in Microsoft Dynamics CRM. Join us for a quick, half-hour webinar as we talk about 4 of the 20 PowerPack add-ons that help save users time and energy when searching and navigating […]

Good ideas don’t always come with a ton of lead time. For marketers, that can mean changing tactics and shifting gears quickly. Here’s a quick example of how that can happen with the right tools and Dynamics CRM. When the PowerObjects team was participating in a recent CRMUG event, the idea bubbled up to use […]

  • 16 July 2014
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Overview When traveling to visit customers and prospects, many people would like to make the best of their trip.  That is why it is a common request for CRM to “find contacts nearby” my destination.  PowerMap can do just that!  PowerMap allows you to map groups of CRM contacts and get directions to one or […]

Another Spring ’14 Wave Update coming right at you!  In this blog we will cover the advanced features of entitlements – channel, products and contacts. To get a basic understanding of entitlements, please see our previous entitlements overview blog! They are similar to service contracts, but have enhanced functionality. So, compared to a service contract where […]

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