With all of the hype going on about Windows8, mobile platforms (such as tablets), and the new Windows8 apps, you may be wondering just how this all relates to your Microsoft Dynamics CRM. Well, wonder no more! Join us on Wednesday, January 23rd at 2:00 p.m. CST for an in-depth discussion about the Power8CRM app, […]

If you are already a MailChimp user and you want to use the PowerMailChimp add-on for Microsoft Dynamics CRM 2011 to send bulk emails out from within CRM, you may be wondering how you’ll be managing your lists. With PowerMailChimp, a CRM 2011 and MailChimp integration, you’ll use your CRM marketing lists to manage your […]

  • 31 December 2012
  • Addons
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Many Dynamics CRM users want the ability to add photos to records. The PowerPhoto add-on allows users to add CRM photos to an account, contact or lead record, and display those images on the record without having to open an attachment. PowerPhoto uses the drag and drop feature, which makes adding images to any record […]

If you’re thinking about making the switch from Salesforce.com to Microsoft Dynamics CRM, there are many things you should plan for, and we address a lot of those issues in our eBook on making the switch. One of the things you’ll want to think about is any customer web portals that you currently use with […]

Is your view list overflowing? Is it difficult to find the views that are meaningful for you? Do you wish you could filter your CRM 2011 system views dynamically? First of all, let’s go through the out of the box configuration options in CRM 2011 that will help most of the cases: Deactivating System Views […]

Here at PowerObjects, we’ve been asked this question in many different ways over the years: Who owns CRM? Who should be responsible for changes made? This is where things sometimes become sticky. Both IT and business users have a stake in your Dynamics CRM implementation and the ongoing maintenance and configuration. Organizations are struggling to […]

  • 18 December 2012
  • CRM 101
  • 5 Comments

Ever want to do mass updates to Opportunities in CRM but many of the records that need to be updated are closed? Well, it’s easy to do with CRM 2011′s “Make this data available for re-importing” feature! Why would you want to mass update closed Opportunities in CRM 2011? One reason is that you may […]

PowerObjects is pleased to be a presenter in a webinar on Dynamics CRM solutions for healthcare sponsored by Microsoft. Content will provide information for professionals at hospitals, provider networks, HMOs and other large healthcare providers on XRM solutions to improve care delivery. There will be two sessions: December 18th from noon to 1 pm CST, […]

  • 13 December 2012
  • CRM 101
  • No Comments

PowerObjects recently released a free eBook on making the switch from Salesforce.com to Microsoft Dynamics CRM. Keep in mind, this eBook isn’t a sales document with a feature comparison—instead, it’s intended for those who want to know what to expect and how to plan for the transition. One of the important areas to consider when […]

If you use Dynamics CRM and you have a Windows 8 mobile device, there’s no excuse not to get Power8CRM—our Windows 8 App for Dynamics CRM. We just pushed Power8CRM Release 3 to the Marketplace, with great updates that improve functionality and make it even more useful to users. Some of the new features include: […]

Dear Joe CRM, Since the state and province fields in Contacts, Leads and Accounts are single line of text, our users are able to enter states and provinces however they want. This means Minnesota might be entered “Minnesota,” “Minn,” or “MN,” depending on who enters it. This makes searching for people or accounts by state […]

At PowerObjects, we create many portals for Microsoft Dynamics CRM, including customer service portals, distributor portals, partner portals, and more. A portal is a custom application that allows external users to access and edit data that is stored in Microsoft Dynamics CRM (a.k.a CRUD – Create, Read, Update and Delete operations). A CRM portal application […]

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