When implementing Microsoft Dynamics CRM for an Opportunity, you may come across a requirement where you will need to add or change the default set of the stage category. Any changes to the process stage category will result in the Dynamics CRM system automatically updating the Pipeline Phase field, which has a prefixed integer and […]

  • 2 February 2015
  • Addons
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Do you use currently use Microsoft’s Dynamics CRM to send emails? With our PowerPack Add-on PowerEmail, it is possible to track: if and when an email was opened, the last time it was opened, how many times it was opened, and URL clicks. Once the solution is imported, there is nothing extra required to acquire […]

In today’s business landscape, technology is ever-changing and moves quickly. It is not uncommon for an individual to conduct business using many different email accounts. The synchronization of the Microsoft Dynamics CRM client for Outlook allows one synchronizing email account per CRM user – which means a user can track only what is in the […]

Since the Patient Protection and Accountable Care Act (PPACA), the health care industry has been actively working to transform the health care industry in many ways. Earlier this week it was announced that Medicare will be aggressively moving provider reimbursement from fee for service to Accountable Care Organizations (ACOs) that pay for value versus volume. […]

Here is a quick blog for those of you setting up server side sync in Dynamics CRM: If your Email Server Profile is set to “Credentials specified by a user or queue” as shown below:   Then the incoming “Email Configuration Test” for a mailbox does not check the credentials access to the email address […]

The Microsoft Dynamics CRM for Outlook add-in is a powerful way to use Dynamics CRM functionality within Outlook. You will have access to the same data through Outlook as the Dynamics CRM Web client. Follow the installation and configuration instructions below to be able to track emails, access existing and enter new information, synchronize calendar […]

  • 27 January 2015
  • Addons
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PowerPhone is a PowerObjects CRM add-on that bridges your phone system and CRM by searching the configured CRM records and displaying those that match the incoming phone number. PowerPhone will pop the record if only a single match is found or display a list if multiple records are found, no more putting your caller on […]

You may have a need to retrieve attachments and create attachments that are associated to notes of an entity in Microsoft Dynamics CRM. We have provided the sample .net code that shows how to retrieve these attachments: Sample 1 private EntityCollection RetrieveNoteAttachments(Guid entityId) { EntityCollection results = null; QueryExpression _noteattachmentQuery = new QueryExpression { EntityName […]

The ‘SET AS DEFAULT’ button in the ribbon on the Dashboard page is not often used, but is very important. After going through the trouble of Creating a New Dashboard you naturally want to see it every time you open CRM right? What if you go to click ‘SET AS DEFAULT’ and find that it’s […]

Autosave is a new feature of Dynamics CRM 2013 that allows a form that is currently being edited to be saved automatically every 30 seconds. This is enabled by default at the Organization level but can be disabled for individual forms by using a JavaScript library, an OnSave event and a function call. This trigger […]

  • 19 January 2015
  • CRM 101
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In your Microsoft Dynamics CRM musings, you might have come across having multiple business processes that you follow on Opportunities. What do you do if you want to track how many opportunities are following each? Example: Standard Process flow vs. Streamlined Process flow The question is how many Opportunities are following the Standard Process and […]

In this blog we’ll briefly describe the steps to modify a view in Dynamics CRM 2013 to Create a Personal View. A view is a saved listing of information related to a CRM entity. Systematic views are saved as public default views that the business thinks will be most useful to the general user. What […]

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