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 […]

Using Dynamics CRM 2011 on a daily basis, we all have our own ways of navigating the system to get our work done. I like to encourage less clicks and more kicks in CRM, so here are five tips you can use on a daily basis. 1. Use Refresh! It may be small, but it’s […]

More and more Dynamics CRM users are making the switch to Office 365. It integrates seamlessly with CRM, it’s easy to use and it gives users anywhere access to the tools and information they need to be productive. With the release of the new Microsoft Office, both new and current Office 365 customers will see […]

The Dynamics CRM Customer Portal can help organizations maximize their businesses ability while managing interactions within Dynamics CRM. This blog will walk you through the website installation of the Customer Portal for Microsoft Dynamics CRM 2011. Below are the steps and screenshots for the website installation. (We’ll cover how to update and how to use […]

  • 26 April 2013
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PowerMap is a brand new Dynamics CRM map add-on that gives users a visual representation of a collection of entities, all plotted by individual pins on a map. PowerMap is a very easy-to-use tool that allows users to pick a pin, pick a CRM entity, and pick a view. It then plots all points from […]

Today we’ll discuss using the CRM import function to create Connections in Dynamics CRM. (If you’d like more information on importing, check out Creating Attributes via Import Wizard in CRM 2011 and Dynamics CRM Data Import – Setting Primary Contact Field #2.) Microsoft addressed the limitation of Relationship Roles in CRM 2011 by introducing Connections. […]

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