• 12 September 2014
  • CRM 101
  • No Comments

Do you have a requirement to create a report to sum a calculated field in a report? Are you thinking that this can only be done through a custom SSRS report? Guess what, you can accomplish this using the out of box report wizard using the following steps by PowerObjects: Step 1. Access the reports wizard […]

  • 11 September 2014
  • CRM 101
  • No Comments

OK, so you‘ve been hearing about your company‘s new upcoming Dynamics CRM implementation for months. The project starts in a few weeks and you want to be as equipped as possible. Preparing for a CRM implementation doesn‘t need to be like being on an episode of a doomsday survival TV show. Obviously some additional duct […]

PowerUp—The CRM Event, is just around the corner! This CRM educational user conference is filled with content to help you get the most out of Microsoft Dynamics CRM. In our previous PowerUp blog posts, we have covered the four different tracks attendees will choose from during the two-day conference. Now we will take a closer […]

  • 5 September 2014
  • Addons
  • No Comments

Imagine you’ve driven an hour to make a sales call and you land the sale in half the time you scheduled, great! You call your sales manager to share the good news and they ask you to make cold calls since you’re already in the area. This is a great opportunity, but you weren’t prepared […]

Imagine you have two potential clients you’ve been communicating with who want to meet tomorrow and you only have time to meet with one. Your colleague volunteers to meet with Jill CRM and you tell him you kept meticulous notes of her needs in her contact record. The following day your colleague thanks you for […]

PowerUp—The CRM Event, is less than a month away! The conference has two full-days of Dynamics CRM educational content tailored to everyone from beginning users to advanced administrators. If you’re looking for more hands-on training, you can also attend the PowerUp Pre-Conference Training day on Tuesday, September 23. This will be a full-day of training […]

When creating a workflow check condition in Microsoft Dynamics CRM 2013, you may have come across the need to list the values of a specific field that satisfy the check condition criteria. The most straightforward way to do this is to use the EQUALS operator and list each value that satisfies the check condition on […]

One of the best ways to view data is to look at it graphically, and that is why Dynamics CRM dashboards and charts are one of its most appealing features. You can create bar charts, column charts, stacked charts, pie charts, and the list goes on and on! However, sometimes you’ll want to change something […]

  • 27 August 2014
  • CRM 101
  • No Comments

Mobile Express for Microsoft Dynamics CRM is an optimized set of web pages specifically designed for phones and other small screen devices access CRM data. As long as your mobile device’s browser supports HTML 4.0 (or newer) and JavaScript, you have met the basic requirements to use Mobile Express and don’t need to install any […]

If your SSIS project is deployed to SSIS catalog i.e. SSISDB and you lost your source project file, then you need to edit the SSIS packages in the deployed project. In this blog from PowerObjects, we will discuss how to retrieve your project/packages. Option 1: Integration Services Import Project Wizard Open a new project from […]

PowerUp—The CRM Event, is just around the corner! This CRM educational user conference is filled with content to help you get the most out of Microsoft Dynamics CRM. Let’s take an in-depth look at one of the tracks you can take during the two-day conference: Gang Up. This track includes “Talk to the Subject-Matter-Expert” facilitated […]

  • 22 August 2014
  • Addons
  • No Comments

If you’ve ever wanted to see activities from the originating lead, along with all of the other activities or related records when looking at a contact record, but you don’t want to have to look in many different areas of the record, then PowerOneView will be your best friend! PowerOneView is PowerObjects’ most popular PowerPack […]

Return to Top ▲Return to Top ▲