CRM 2011 – Adding Activity Feeds to the Dashboard

If you haven’t experimented with the Activity Feeds in CRM 2011 yet, they bring the concept of “social CRM” into your workplace. With activity feeds you can follow various records

How to Impersonate in Microsoft Dynamics CRM

When utilizing CRM Portals for Microsoft Dynamics CRM, there are many things you will consider as you begin to implement. How you connect to Dynamics CRM is one of those important

Solutions in CRM 2011 – Management and Best Practices – Part 1

Let’s take a look at solutions in CRM 2011–a new feature that offers a great way to create a flexible, maintainable bundle of your CRM customizations.   They are an important

CRM 2011 Credit Card Payments: Charge a Card using a Dialog

PowerCharge is one of many awesome crm add-ons developed by PowerObjects that allows you to process CRM 2011 credit card payments.  To get a background, read more about PowerCharge and creating recurring

Adding New Report Category in CRM 2011

Have you ever wondered how you can create new report categories and add reports to the new category in Microsoft Dynamics CRM? If you did then you are reading the right

10 Ways to Get Started with Microsoft Dynamics CRM 2011

If you’ve been tasked with implementing Microsoft Dynamics CRM, you may be wondering where to start.  Here are 10 ideas to get you going in the right direction. Align yourself

Microsoft Dynamics CRM Online – Currency Fields in FetchXML Reports

There is a recent issue we ran into while dealing with currency fields in reports with FetchXML queries. The issue is that when a money field is added to a

MSCRM Register Plug-in Tip – missing prvCreatePlugin Type

So I know we aren’t the only ones that run across this stuff – so now that you have Bing’d the error above here are a few screen shots and

CRM 2011 Online ModifyMaxExportTool

We often see a request to increase the amount of records that can be exported from CRM at one time. The default value is set to 10,000, so the maximum

Upcoming Webinar: CRM 2011 Navigation

Join us July 26th, 2012 at 10 – 10:30 a.m. CDT for a Webinar on Microsoft Dynamics CRM 2011 Navigation As part of our goal to constantly add value to

Adding PowerGlobalSearch to a Different Area in CRM 2011

PowerGlobalSearch adds value for each and every user of CRM 2011 by providing the ability to earch any entity and any field from one window.  By default, PowerGlobalSearch is added under the Workplace Module in the

How to Use the Microsoft Outlook Social Connector in CRM 2011

The Microsoft Outlook Social Connector is a feature of Microsoft Outlook that combines ‘business and personal’ updates of all of your contacts across Outlook, Facebook, LinkedIn & Windows Live in a