• 29 October 2014
  • Addons
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PowerSocial allows Dynamics CRM users to post messages on LinkedIn or Twitter, all from within the comfort of their CRM system. It’s as easy as choosing a publisher, creating a message, and posting! But, of course, not just anyone can post using PowerSocial. PowerSocial also includes the ability to require approval before posts are blasted […]

What’s the greatest part of being a marketer these days, besides being more data-driven, demonstrating more impact and getting more budget? It’s getting fresh infusions of technology that help you get more measurable, more digital, more social, more mobile and above all, more effective. For our marketing customers using Dynamics CRM and other products “in […]

  • 24 October 2014
  • CRM 101
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Importing data using the templates within CRM makes the import process very smooth and easy. You are able to see all of the required information that needs to be filled in prior to importing the data. You are able to import data to appropriate fields within CRM since the fields also get mapped automatically to […]

Suppose you wanted to automatically email a URL based on a field in CRM. For example, if an account name is XYZaccount, then suppose you want to email a url that is http://www.XYZaccount.mydomain.com. Attempting to directly use the field name in a URL in a workflow that sends an email won’t work. What we’ve done in […]

  • 21 October 2014
  • CRM 101
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Have you ever had a request to assign system views based off of security roles? This is not an out of the box function of CRM 2013, but the following tool from codeplex makes this a reality: http://rolebasedviews.codeplex.com/ First, download the RolebasedViews_managed and RolebasedViews_executables zip files from codeplex. Then import the RolebasedViews_Managed.zip solution into your […]

Business process analysis and value stream mapping are core competencies and set of tools that facilitate the journey from current-state to future-state. Use of these tools is often part of the journey in enabling improved business performance with Microsoft Dynamics CRM. One of the first steps of this initiative is to detail the current state […]

Microsoft Dynamics CRM 2015 new release ‘Vega’ has come up with a new conditional operators in Advanced Find.  The new conditional operators are called ‘Under’ and ‘Not-Under’ respectively.  These in some cases interact with new hierarchical security model in CRM 2015, and in other cases work with the hierarchy of accounts, and hierarchy of products […]

We have already seen how useful Action in Dynamics CRM can be. In this blog we will discuss what to do when you receive a message “The Import of Solution Actions Failed” when a plugin is registered for Action. Background Before getting to the solution, let’s discuss the scenario where you might encounter this error. […]

Rollup fields are a great new feature of CRM 2015, allowing for aggregation of data from many child records to an eventual Parent record, which can be incredibly useful in many business scenarios In our scenario, our client Joe’s CRM Shop would like to see the Actual Revenue of all closed Opportunities this year, for […]

The bright lights of PowerUp – the CRM event of the year, have died down. The attendees have gone back to their respective jobs. The booth safely tucked and ready to travel to its next Dynamics CRM destination. For those who didn’t attend you may be asking yourself, what is PowerUp? PowerObjects’ two fast-paced days […]

If you’ve ever imported a solution before, the worst is when it doesn’t import properly. Normally, CRM would give you a nice error within the error log regarding what went wrong. Usually there are easy fixes for the issues, such as missing or invalid dependencies or invalid plugin/plugin steps, but, panic ensues when there is […]

An exciting feature of Microsoft Dynamics CRM 2013 Online is the Performance Center. In the Performance Center, you can measure load analytics of a particular form or view. To utilize the Performance Center first log in to CRM. Once logged in, press Ctrl+Shift+Q on any form or view to utilize the Performance Center. Once you […]

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