A lot of attention in the CRM 2013 Spring wave releases has been focused (rightly so) on enhancements in the areas of Marketing, Service and Social areas. This blog focuses on a specific enhancement in the area of Status Reason transitions in Dynamics CRM 2013. There are many business cases wherein if a record (for […]

  • 18 August 2014
  • CRM 101
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If you are experiencing performance issues with Microsoft Dynamics CRM, you may be going through the process of optimizing your Dynamics CRM performance. At a basic level, you should add the Microsoft Dynamics CRM websites as trusted sites in your browser. Adding a website, like those on your organization’s intranet or those owned by established […]

Microsoft Dynamics CRM Online provides a sandbox (development and/or test environment) associated with your production CRM environment. You can create a “full” copy, which includes the data or you can also create a “minimal” copy, which only includes the customizations. In this post, we will cover how to make a copy of your production instance for […]

PowerUp, the educational CRM event of the year, is fast approaching! The conference is chock-full of informative Dynamics CRM sessions that are sure to delight all attendees. If you are registered and aren’t sure which track to pick, or if you aren’t sure if PowerUp is for you, we have blogs on Track 1: Start […]

  • 12 August 2014
  • CRM 101
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Do you want unleash the power of Microsoft Excel to analyze your CRM data? Exporting to a dynamic pivot table can help. Excel provides sophisticated data analytics capabilities through pivot tables. Use them to quickly summarize data across a wide number of entities and fields. Excel 2010 onwards provides additional filtering capabilities using slicers.   […]

Role-based forms are a great way to simplify CRM for users by showing them only what they need to see for their job role. But be careful! There are pros and cons to using role-based forms in Dynamics CRM. The use of role-based forms can cause issues when merging records. Some fields may contain data […]

Still on the fence about attending PowerUp—The CRM Event, hosted by PowerObjects? This CRM educational user conference is jam packed with content to help you get the most out of Microsoft Dynamics CRM. Let’s take a more in-depth look at one of the tracks you can take during the two-day conference: Keep Up. This track […]

Have you installed the CRM for Tablets app? If not and you need more information on how to do so, please refer to our blog post. In the Spring ’14 Wave, Microsoft has finally released the long-awaited capabilities of the mobile app: to be able to sign out of and/or reconfigure on the tablet and […]

One of the added bonuses of Dynamics CRM is its ability go where you go! With the Spring ’14 Wave Update, you can now download CRM to your tablet with Windows 8.1. If you currently have the CRM for tablets installed, make sure to uninstall it before beginning and completing these steps. 1. The Tablet […]

Are you ready for PowerUp? It’s PowerObjects’ annual educational CRM conference, and this year’s event is shaping up nicely. We’ve got two days chock full of educational content designed to help users of all skill levels get the most out of Microsoft Dynamics CRM. It’s also a great opportunity to network with other CRM users, […]

Do you host multiple CRM 2013 environments? Do you and your users sometimes run into issues differentiating between your live production and your test or development CRM organization? Do you simply not like the color blue? Then we have a solution for you! You can easily learn how to change the default blue color in […]

The Import Wizard is a great way to get a lot of records into CRM in a short amount of time – make sure you’re using it when you can! That being said, have you ever wanted to import data that included a Time Zone? For Time Zones, the import templates require a Whole Number. […]

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