With the Microsoft Dynamics Marketing campaign canvas you will become a marketing campaign Van Gogh. Campaign building couldn’t be easier using the visual designer, and just like the old masters, you’ll soon be creating amazing works! Let’s get started. Navigate to Marketing Execution > Campaign management > Campaign. First, fill out the campaign Summary information; here […]

Using Business Rules (sometimes called Portable Business Logic or PBL) to create rules at the entity level allows PowerGrid users to apply basic logical functions while maintaining accessible customizations. Using Business Rules and PowerGrid in Dynamics CRM 2015 is easy if you follow this example. For this example, we will create a simple business rule to […]

Microsoft Dynamics CRM for Tablets (aka MoCa) uses the same form definitions that are used in the web application. Any JavaScript code added to form event handlers or ribbon commands in the web application may also run within CRM for tablets. However, due to presentation differences on the tablet form factor, there are some important […]

In Microsoft Dynamics CRM, you may have a need to use write-in products on the opportunity or quote if you want to estimate something that is not in the product catalog. Write-in products allow you to simply type the name of a product or service and type in the price. In this blog, we’ll discuss […]

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
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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 […]

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