Workflows are an extremely useful tool in Microsoft Dynamics CRM. In today’s blog, we’ll discuss how to execute a workflow using the CRM ExecuteWorkflowRequest message in a console application. In this scenario, a workflow has failed a couple of times. Instead of re-running this workflow manually, we can use the code below to automate the […]

  • 22 July 2013
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How nice would it be if you could determine how much someone has interacted with your company, simply by looking at a number on their record within Microsoft Dynamics CRM? Well, with PowerScore you can! PowerScore is a brand new PowerPack add-on developed by PowerObjects that lets you score CRM leads and contacts based on […]

Dynamics CRM is a great tool for many things; tracking sales opportunities, managing cases, and tracking activities. One of the few things that should not be done in CRM: document management and storage. Many Dynamics CRM customers use SharePoint to store and manage documents, as it integrates smoothly within CRM. In some cases, CRM and […]

In order to maintain an accurate pipeline, it is critical for sales teams is to be vigilant updating opportunity close dates. Luckily, you can easily create a view of past-due opportunities in Dynamics CRM. The diagrams and instructions below will walk you through how to create a view of opportunities to be updated so you […]

As an implementer of Dynamics CRM, I consider it my solemn duty to replace tracking in spreadsheets with tracking in CRM. Therefore, when I needed to track a lot of people with some extra data assigned to them, instead of putting it all in a spreadsheet like everyone else, I decided to create a CRM […]

Microsoft Dynamics CRM is an incredibly flexible solution. But you may have already discovered this truth: with flexibility comes complexity. In this blog we will discuss how to navigate the complexity of tracking activities and notes in CRM and how to ensure nothing is “lost” because it was tracked in the wrong place. Working with […]

JavaScript comes in very handy when working within Microsoft Dynamics CRM, and we have a lot of blogs on using JavaScript in CRM. But once in a while you may experience the infamous generic JavaScript Error that looks like this… PowerObjects has many resources in order to assist you in order to find out what […]

  • 11 July 2013
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The PowerMap add-on is one of many awesome PowerPack add-ons that enhance the functionality of Microsoft Dynamics CRM. PowerMap allows CRM users to plot any view of any Dynamics CRM entity (yes, even custom entitles) on a single map. With this greatly enhanced mapping add-on for Dynamics CRM, users can now map more than one […]

Introduction Many of the projects here at PowerObjects utilize some form of a web portal to access or update Microsoft Dynamics CRM information. In the past, they have used various forms of design documents to reach consensus with customers regarding the desired feature set of each portal. One of the challenges to this approach is […]

With the latest release of Dynamics CRM 2011, the system automatically displays a “Get CRM for Outlook” message, regardless if the user has already activated the Outlook client. You can clear it every time you log in, but luckily that’s not your only option. There is a fast and easy way for the System Administrator […]

Microsoft Office 365 provides the best communication, collaboration and productivity tools available online. Whether you’re a large business on an international scale or a raising startup company, Office 365 has the plans to fit your company needs and budget. Enter Microsoft Office 365 Enterprise and Midsized business plans. Here’s an overview of the plans and […]

What are you doing over your lunch hour on July 24th? How about joining PowerObjects to learn about Office 365? As part of our ongoing Lunch & Learn webinar series targeted to small- to mid-sized businesses, PowerObjects is proud to present A Closer Look at Office 365. Hosted by Bob Blaisdell, Director of SMB Sales […]

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