Are you a small to mid-size business owner in the Toronto metropolitan area who wants to improve sales, get better ROI on marketing efforts and improve your customer service experience? Perhaps you’ve worked with a Customer Relationship Management system before, or maybe you are interested in learning more about how CRM can reignite your business […]

First introduced in the December 2012 update to Microsoft Dynamics CRM Online and further upgraded in the release of CRM 2013, Microsoft has managed to further perfect the Business Process Flow in Dynamics CRM 2015. Business Process Flows are used like a recipe to guide users through specific business processes. In CRM 2013, system administrators […]

The Microsoft Dynamics CRM 2015 release has so many new and exciting features and enhancements. There are such a multitude of great additions that we have been struggling to pick our favorites. We did our best to keep the list to only 10 features but as you read on, you’ll be able to see there were just […]

PowerUp is just over a week away! This CRM educational user conference is jam packed with content to help you get the most out of Microsoft Dynamics CRM. So far, you have learned about the four different education tracks to choose from and have taken a closer look at the keynote speaker for PowerUp. Did […]

  • 12 September 2014
  • CRM 101
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Do you have a requirement to create a report to sum a calculated field in a report? Are you thinking that this can only be done through a custom SSRS report? Guess what, you can accomplish this using the out of box report wizard using the following steps by PowerObjects: Step 1. Access the reports wizard […]

  • 11 September 2014
  • CRM 101
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OK, so you‘ve been hearing about your company‘s new upcoming Dynamics CRM implementation for months. The project starts in a few weeks and you want to be as equipped as possible. Preparing for a CRM implementation doesn‘t need to be like being on an episode of a doomsday survival TV show. Obviously some additional duct […]

PowerUp—The CRM Event, is just around the corner! This CRM educational user conference is filled with content to help you get the most out of Microsoft Dynamics CRM. In our previous PowerUp blog posts, we have covered the four different tracks attendees will choose from during the two-day conference. Now we will take a closer […]

  • 5 September 2014
  • Addons
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Imagine you’ve driven an hour to make a sales call and you land the sale in half the time you scheduled, great! You call your sales manager to share the good news and they ask you to make cold calls since you’re already in the area. This is a great opportunity, but you weren’t prepared […]

Imagine you have two potential clients you’ve been communicating with who want to meet tomorrow and you only have time to meet with one. Your colleague volunteers to meet with Jill CRM and you tell him you kept meticulous notes of her needs in her contact record. The following day your colleague thanks you for […]

PowerUp—The CRM Event, is less than a month away! The conference has two full-days of Dynamics CRM educational content tailored to everyone from beginning users to advanced administrators. If you’re looking for more hands-on training, you can also attend the PowerUp Pre-Conference Training day on Tuesday, September 23. This will be a full-day of training […]

When creating a workflow check condition in Microsoft Dynamics CRM 2013, you may have come across the need to list the values of a specific field that satisfy the check condition criteria. The most straightforward way to do this is to use the EQUALS operator and list each value that satisfies the check condition on […]

One of the best ways to view data is to look at it graphically, and that is why Dynamics CRM dashboards and charts are one of its most appealing features. You can create bar charts, column charts, stacked charts, pie charts, and the list goes on and on! However, sometimes you’ll want to change something […]

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