How many times have you wished you could merge cases in Dynamics CRM? Maybe you wanted to combine multiple reports of the same issue coming from different channels (web, email or phone), or across different departments to eliminate redundancy. With the new Wave release you now have that ability. We think it’s so handy we’ve […]

Parent/Child Case relationships are among many updates rolled out as a part of Microsoft Dynamics CRM’s Spring ’14 Wave. Prior to utilizing this new relationship it is important to learn how to Configure the Settings for Parent and Child Cases. To learn about more new features of the Spring Wave check out PowerObjects’ Top 10 […]

For those out there wondering how to ensure that your Service Level Agreement (SLA) is not affected by a holiday that your organization recognizes, Spring ’14 Wave has an update for you! There is a new feature called Holiday Schedule that will be available to those who have installed the new updates to Dynamics CRM 2013. When […]

Are you an organization wondering how to ensure that Service Level Agreements are only impacted by business hours? Worry no longer inquisitive reader! There are a few simple steps in Microsoft Dynamics CRM that you can take to create a service schedule. But before you do this, you will need to create both a Holiday […]

It is another new and powerful feature for the Microsoft Dynamics Spring ’14 Wave Release; Service Level Agreements (SLAs) have the ability to track service expectation for cases. The new SLAs allows organizations to set up standards for the amount of time it takes to respond or complete a case. SLAs include four components: Applicable From: […]

Want to know the quickest way to view CRM metadata? This short and sweet blog will show you how you how to you can use the Organization Data service’s $metadata option to generate a quick view of the CRM entities. 1. Simply navigate to System > Customizations > Developer Resources to see the Organization Data […]

Parent/Child Case relationships are just one of the numerous and exciting new features of Microsoft Dynamics CRM’s new Spring ’14 Wave. Check out PowerObjects’ rundown of the Top 10 Features of Spring ’14 Wave for a look at our favorites. Spring ’14 Wave adds functionality to the case entity at every turn. Coming in at #9 […]

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 […]

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