What is Power View? Power View is an add-in feature of Microsoft Excel 2013 and is also an add-in for SQL Server 2012 Reporting Services. Power View offers additional visualizations that can easily aggregated as a dashboard with robust filtering, sorting, and formatting features to provide the user nearly endless options. Power View is not […]

After installing UR 12 on a Dynamics CRM environment with Windows Server 2012 and ADFS 2.1, you may encounter an error with the email router. Symptoms: The email router cannot be configured. You see an error message that says “The authentication endpoint username was not found.” The plug-in registration tool does not connect. You encounter […]

There are three ways to automate actions in Microsoft Dynamics CRM: workflows, JavaScript, or plugins. In this blog we will discuss the difference between them and how to choose which option is appropriate for your task. Workflows can perform tasks such as updating data or sending email. They are triggered by saving records, creating records, […]

June 20, 2013 10:00 – 11:00 am CDT Maybe you’re already using Microsoft Dynamics CRM for marketing. Maybe you use it mainly for salesforce automation, but you’re curious as to how it can improve your marketing efforts. Or maybe using Dynamics CRM for marketing has never really even crossed your mind. In this webinar, we’ll […]

If you want to create a Dynamics CRM 2011 form pop and automatically populate fields in the form, one of the best ways to get the job done is to use query string values. CRM 2011 supports the option to populate fields using query strings. By populating the fields with a query string in CRM […]

In today’s blog we’ll take a peek at an extremely powerful tool in Dynamics CRM 2011: workflows. In particular, let’s look at a scenario: Alpha Company would like to use CRM to automatically sort their lead records for their sales team. To accomplish this, they’ve decided to use a workflow to assign a territory to […]

One of the important tasks for Microsoft Dynamics CRM 2011 administrators is ensuring users have appropriate access to the system. One of the challenges of doing an efficient user audit is easily seeing a list of all the security roles each user belongs to. No worries! There is a report that allows you to conquer […]

Over the last several years, a new dimension has been added to reporting in Dynamics CRM: visualization. PowerObjects has taken visualization a step further by introducing maps into XRM solutions. It’s a little thing we call PowerMap—another inexpensive and great add-on by PowerObjects that installs in a few clicks and does magic when it comes […]

Webinar: Extending PowerMailChimp to See What Contacts and Leads are Interested in on Your Website May 31, 2013, 10:00 – 10:30 am CDT The PowerMailChimp add-on for Dynamics CRM lets you build and send bulk email campaigns from within your CRM. With it, you can track the sends, opens, clicks, bounces and unsubscribes back to […]

The Track in CRM feature with the Outlook client is one of the most used features in Microsoft Dynamics CRM. PowerObjects has numerous blogs already published on various tips and tricks on CRM and Outlook integration, but today we’ll focus on a tip to figure out the actual date or timestamp of an email activity […]

Data migrations can be complex. Whether you are migrating from Salesforce.com to Microsoft Dynamics CRM or from another contact management solution, you will come across challenges with data. This blog will highlight 11 Dynamics CRM data migration tips that migration package developers might find helpful. Know the size of the database, and chose appropriate tool. […]

If you have SharePoint integrated with Microsoft Dynamics CRM Online, you may have noticed a recent service update where you now experience the following: You cannot open a PowerPoint file by clicking its link in a document list. Instead, you must download it, and then open it. When you search from a document list, the […]

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