Dynamics 365 Post-Deployment Steps

After importing a Dynamics 365 solution into another environment and publishing the customization there may be some post-deployment steps you need to take.

Dynamics 365 Development and Customization: Field Group Extensions

In this blog, we will walk through how to implement the new field group extensions feature in Dynamics 365 for Finance and Operations.

Custom Case Origin Icons in Dynamics 365

In this blog, we’ll show you some simple steps so you can customize case origin icons in Dynamics 365 to your preference.

Real Customers. Real Feedback. Citizen Developer Training.

PowerObjects is once again preparing to host a Citizen Developer training! In this blog, see what real customers had to say about their training experience.

Adding Custom Icons with Tooltips for a Column in Dynamics 365

In today’s blog we cover a step-by-step process to adding custom icons with tooltips for a column in Dynamics 365!

Customer Field Types
Customer Field Types in Microsoft Dynamics 365

Out of the box entities in Dynamics 365 have always had an advantage over custom record types due, in part, to the very cool features provided by the “Customer” field

creating and editing views
Creating and Editing Views: 1.) Learn the Basics. 2.) Conquer the World!

One of our most frequently requested customizations is to add new views to the set of system views that come out-of-the-box with Microsoft Dynamics 365. It seems most of our

Reassign Accounts and Contacts
When You Reassign Accounts and Contacts, All Activities Are Also Reassigned

Dynamics 365 is a wonderful tool and many of the configurations are just as great. There is one configuration in particular that occurs out-of-the-box that can be changed improved in

Record GUID
How to Derive and Expose a Record GUID on Your Forms using OOB Functionality

Let’s say you want a unique reference number for your Opportunity records in Dynamics 365. You could use PowerAutoNumber for a customizable reference number, although that isn’t always an option.

Schema Name for a CRM Field
Creating a Bookmark that Shows the Schema Name for a CRM Field

In today’s blog, we’ll show our Internet Explorer users how to create a “Favorite” (aka bookmark) that will display the schema name for a CRM field. Step 1: Creating the

PowerSuccess Helps ETI
Solution Spotlight: Planes, Trains, and …. Aerial Lift Trucks?! PowerSuccess Helps ETI Track Rentals with Dynamics 365

This edition of the Solution Spotlight features PowerSuccess customer, ETI. Dustin, ETI’s PowerSuccess Engineer, discusses how he helped ETI track their equipment in CRM, so they could see what customers

Custom Shortcuts on a CRM Dashboard
Make Your Own Custom Shortcuts on a CRM Dashboard in Microsoft Dynamics 365

Dynamics 365 is pretty easy to navigate, but sometimes you may want to get to a specific area of CRM even faster! One way to do this is by adding