Have you ever run across a solution that requires goals to be created every month within Dynamics CRM? If you have, then you know that recreating these goals on the first of every month, one by one, can become time consuming. Using “waiting” workflows create goals can become an inefficient use of CRM resources. In […]

  • 26 February 2015
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PowerBarcode allows users to create barcode images right from within CRM! You can easily insert a barcode into an e-mail or report using a very simple control within CRM which provides the ability to insert QR Code, Matrix, Linear Barcode or PDF code. Learn how following the steps below! Using the PowerBarcode Add-on:   1. […]

One of the great new features of Microsoft Dynamics CRM 2015 is the option to customize the help content. The end-users see the help content when selecting the help icon in the top right corner. As an administrator, you have the option to direct the user to a completely new location (URL) when they click […]

Microsoft Dynamics CRM 2015 will alert you when there are script errors and prompt you to manually choose to send the error report. These error messages, although helpful for Microsoft, may not necessarily apply to your everyday user. As a system administrator you can update the error notification preferences for all users in the administration […]

If you’ve done any custom .NET development against Dynamics CRM you’ve undoubtedly downloaded the Dynamics CRM SDK and run a few of the samples to get a feel for how things work. You’ve probably also noticed that all the .NET samples use one or more assemblies that ship with the SDK to make things work. […]

Ready for another neat new feature of Microsoft Dynamics 2015? There is now an improvement to the already cool Quick Create Forms introduced in 2013! What’s new you ask? Let’s take a look… Say you go to open the Quick Create form to create a new Contact record, only to realize that the Account is […]

When using Microsoft Dynamics CRM, you will come across cases where you might need to populate the Parent Customer ID field using KingswaySoft. A common mistake that occurs is when people try to use this to populate the parent customer ID field only. If so, they will receive this error message: “Error: 0xC0047062 at Data […]

  • 18 February 2015
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Are you currently using PowerObjects’ PowerWebForm solution? Well good news…the solution just got even better! PowerObjects’ has just released the latest version of the PowerWebForm solution that integrates with GoToWebinar. So say goodbye to the days of having to manage webinar leads in multiple places – with PowerWebForm all submissions will be pushed to CRM […]

When first configuring built-in entities for Microsoft Dynamics CRM, you’ll notice a plethora of out-of-the-box fields. Many fields exist in order to reduce the need for creating of common fields. However if you look through the list of fields available you may come across some that are difficult to understand at first. Yomi Name is […]

Many companies wish to understand their customers from an industry perspective, but struggle to get a reportable structure in Microsoft Dynamics CRM that makes sense both at the summary level as well as the detailed level. Having a data strategy can help. Here are the steps we use to create that strategy. 1. Find a […]

As a Microsoft Dynamics CRM administrator, you may run into issues where end-users do a certain action and receive an error message regarding permissions like the one below: Access Is Denied You do not have enough privileges to access the Microsoft Dynamics CRM object or preform the requested operation. For more information, contact your Microsoft […]

Valentine’s Day is approaching and with that we are often reminded of iconic romances like Antony and Cleopatra, Romeo and Juliet, Microsoft Dynamics CRM PowerPack Add-on PowerMailChimp and Google Analytics… wait, what? While PowerMailChimp and Google Analytics don’t exactly fit in to the category of a romantic couple, the pairing of the two form a […]

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