As the Spring ’14 Wave continues to make ‘waves’ , we continue our own deep-dive into the changes.  Previously, versions of Microsoft Dynamics CRM online used a client-to-server strategy to authenticate and transmit data from Microsoft Dynamics CRM to SharePoint Online. Now Dynamics  has introduced a new approach to CRM and SharePoint integration. The integration now […]

Do you have multiple entities in your Dynamics CRM system that are simply used for look-ups? Or maybe you want to replicate data across multiple orgs, but have workflows that specify specific records using lookups? This can be a hindrance when you have to move these workflows from one CRM organization to another, because the […]

Did you know that Microsoft offers free 30-day trials of popular Office 365 plans? With the rising popularity of Microsoft Office 365, many people are wondering how they can get started. A free trial of Office 365 offers your organization an excellent opportunity to go beyond what you have heard or read about Office 365. […]

Modern marketers have a lot on their plate. The speed at which marketing technology has changed and continues to adapt is no less than mind-boggling at times. Marketing has evolved into something that puts the customer and buyer in firm control. It’s not enough for brands to just market… they have to be publishers as […]

With more and more folks moving to the cloud—whether specifically for Microsoft Dynamics CRM or to get all the benefits of Office 365—we often get questions on how to activate an Office 365 trial. Today’s blog will show you how! Step 1: Choose What Plan You Want to Try There are three different Office 365 […]

PowerObjects’ CRM University is hosting a series of educational webinars over the summer that pack a lot of great information into a short period of time! These free 30-minute sessions provide an excellent opportunity to get the latest and greatest information on topics such as new CRM features and functions, planning a CRM implementation, considerations […]

We are always looking for ways to improve our CRM integration and to keep an eye out for any possible bottle-necks that might be lurking. While we investigate, there are a few areas such as the environment, hardware, software or specific customizations that we like to focus on. To make sure everything goes as smoothly […]

With the arrival of the new CRM SP1 in Microsoft Dynamics, there came an additional surprise with the plugin registration tool. While there have been a few changes for functionality, the Plugin Registration Tool has looked pretty much the same for several years. However, with the latest SDK for SP1 a face-lift was in order. […]

The Spring ’14 Wave for Dynamics CRM has brought a new way to close a case! Have you ever wanted to close a case as resolved, but been prevented because there were Open Activities associated with it? Maybe you have a workflow that automatically creates an open task whenever a case is opened. If you […]

PowerGlobalSearch is a universal productivity tool that is beneficial to any Microsoft Dynamics CRM user trying to find records in CRM. This add-on gives users the ability to quickly search across any entity in CRM . Whether it is an out of the box entity, custom entity or activity and pulling their search results into one […]

If you’re looking for a more visual representation of records in your Microsoft Dynamics CRM, PowerMap will be your new best friend. PowerMap lets users choose an entity in CRM, choose a view, and plots all of the individual records from that view on one map. Users can map more than one entity, and more […]

When you are working with Marketing Lists in Dynamics CRM 2013 you may want think about additional functionalities such as adding columns to a marketing list members sub-grid, as opposed to simply out of the box Members sub-grid. This could be information like email, company name and more. Full Name and Business Phone are the only […]

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