During your time with Dynamics CRM, you may have encountered an issue that when the form was expanded to full size, an empty section appeared to be visible on the far right hand size as shown below.   To resolve this issue, you need to change the Maximum Width in the display tab of the […]

We’ve shown you how to store and access electronic documents that are used to present products or services to potential customers using the sales literature feature in Microsoft Dynamics CRM. The common use case assumes that the documents will be stored in and accessed from the master sales literature library in CRM where they will […]

  • 15 December 2014
  • Addons
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Good news for PowerSocial and PowerSMS subscribers! PowerObjects has two different custom workflow activities that have recently been developed to enhance your CRM installations free of charge as a bonus for subscribing to one or both of those solutions! They are part of the solution available to download called PowerBitly. In order to work all you […]

Importing a solution in Dynamics CRM usually goes off without a hitch. There are times though when the error reported is not easy to decipher. The error below is an example of one of them. The error was displayed as the solution failed to import. Initial attempts to ensure that the plugin assembly and steps where […]

The business process flows that were introduced with CRM 2013 are a great way to walk a user through a specific process, related to an entity in Microsoft Dynamics CRM. However, there are times when a business process flow is useful for one team, but maybe not for another. What if, for example, you have […]

CRM 2015 is here and with it comes a multitude of changes! With Microsoft Dynamics CRM 2013, business rules had a few limitations such as: Business logic execution was restricted to client side only and for server side business logic execution, custom coding was required Simple business logic syntax available But now with Dynamics CRM […]

There are so many great new features Microsoft Dynamics CRM 2015 Online, which was just released Q4 of 2014, Microsoft has geared the online update through a “customer-driven update process.” What that means to you, is that you can now schedule your organizations Microsoft Dynamics CRM Online 2015 update via an “opt-in” model. You will […]

Chances are you have heard the news about the release of Dynamics CRM 2015. There are a multitude of new features and enhancements heading your way with this latest release and it’s time to get ready! Learn more about the release on our Microsoft Dynamics CRM 2015 web page where we list our CRM 2015 […]

Set Up and Limitations Dynamics CRM 2015 now (with some restrictions) allows HTML web resources and iFrames on the tablet client. This is a feature customizers and developers have been asking for since the tablet client launched with the CRM 2013 release in order to get the most out the custom UI elements and other […]

  • 2 December 2014
  • CRM 101
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One of the great new features for those Administrating Dynamics CRM 2013 or 2015 is the ability to create Access Teams to share records on a more granular level. CRM 2013 makes it easy to convert existing owner teams to access teams. This is particularly useful if you are upgrading from CRM 2011 to 2013 […]

When creating a Marketing List from Microsoft Dynamics Marketing (MDM), there is an out-of-box (OOB) option to synchronize with CRM. However, synchronizing from CRM to MDM functions slightly differently. To synchronize from MDM to CRM, navigate to the Marketing List and check Synchronize with CRM. The list will now automatically update when contacts meeting the […]

  • 26 November 2014
  • Addons
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If you haven’t checked out PowerObjects’ PowerAutoNumber PowerPack solution, now is the time! Many Microsoft Dynamics CRM users have already discovered the power of the numbering solution that allows CRM users to quickly and easily set up automatic numbering for any entity in CRM 2011 and CRM 2013. In the latest version of the solution, […]

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