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 […]

A new feature available in Dynamics CRM 2015 is the ability to visualize a hierarchy of records. This allows a user to ‘see’ where a particular record fits in the within the parent/child relationship for a given entity. For example, an Account record in CRM could have a ‘Parent Account’ or many ‘Sub-Accounts’ or child […]

Microsoft Dynamics CRM has many powerful features designed to manage business functionality and processes. Auto Case Creation and Case Routing Rules are two of those powerful and key features within CRM’s Service Management area. Included below are 10 tips to make the set-up and management of those key features successful. Case Routing Rule LIMIT – […]

  • 9 February 2015
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PowerObjects add-on PowerFind allows people to be effortlessly found across multiple entities in Microsoft Dynamics CRM: Accounts, Contacts, Leads, and Campaign Responses. With an easily configurable reading pane, important information is available for each entity on a single screen. PowerFind is perfect for searching across entities to find people in CRM. Only records related to the […]

  • 6 February 2015
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PowerGrid is one of the latest PowerPack solutions to come out of our think tank here at PowerObjects. This PowerPack gives Microsoft Dynamics CRM users the ability to inline edit record fields on the fly right from within a grid; eliminating the need to open new windows for every record that needs to be edited, […]

Convergence, the annual Microsoft Dynamics conference, is coming soon! If you haven’t attended in the past, this is your year. Plan on being with PowerObjects in Atlanta at the Georgia World Congress Center from March 16-19. Be sure to stop by our booth to talk one-on-one with our team about our sole focus: Microsoft Dynamics […]

Business Rules for Dynamics CRM (sometimes called Portable Business Logic or PBL) can be used to create rules at an Entity level. For this example we will discuss the difference between setting a field value in a business value vs. setting a default value. To begin, a business rule needs to be added. Follow the […]

When implementing Microsoft Dynamics CRM for an Opportunity, you may come across a requirement where you will need to add or change the default set of the stage category. Any changes to the process stage category will result in the Dynamics CRM system automatically updating the Pipeline Phase field, which has a prefixed integer and […]

  • 2 February 2015
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Do you use currently use Microsoft’s Dynamics CRM to send emails? With our PowerPack Add-on PowerEmail, it is possible to track: if and when an email was opened, the last time it was opened, how many times it was opened, and URL clicks. Once the solution is imported, there is nothing extra required to acquire […]

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