PowerObjects is ramping up production of webinars in the coming months, so keep checking our Events page for more offerings. Here’s a quick overview of what we’ll be presenting next week… Why Use Yammer? Feb 13, 2013: 3:00 pm – 4:00 pm          This past year Microsoft acquired Yammer, which offers a cloud-based […]

You may remember our post on running Microsoft Dynamics CRM on Mac OS X from a few months back. Back then, we utilized a handy virtualization tool called Parallels to run a virtual instance of Windows 7 on Apple’s Mac OS X, and thus we were able to run Dynamics CRM and Dynamics CRM for […]

This blog post is part of an ongoing series on the RxRM initiative at PowerObjects—configuring Microsoft Dynamics CRM to address the highly specialized needs of healthcare organizations. This post features guest blogger Timothy Pratt, Ph.D., Solution Design Consultant for the Health and Life Sciences at PowerObjects. What is RxRM? Microsoft Dynamics CRM is a powerful […]

The PowerSuccess Team has released a handy enhancement to the PowerObjects PowerCare Portal. With this enhancement, PowerSuccess customers now have the ability to schedule time with their PowerSuccess Engineer. This blog will provide an overview of how to take advantage of this new feature. When you login to the PowerCare portal, you’ll notice a new […]

There are many reasons to use SharePoint with Dynamics CRM: you can store large documents, collaborate with team members and take advantage of the Business Data Connectivity Service. Today, we’ll show how you can create SharePoint folders in bulk and then link them to Dynamics CRM. This will save you a considerable amount of time […]

Goals are one of the exciting features in Microsoft Dynamics CRM 2011. They can be created for a wide variety of purposes: from tracking progress on how many phone calls salespeople are completing over the month to measuring current customer satisfaction scores against a yearly goal (made possible by our very own PowerSurvey!). While goals […]

Sometimes you may feel the need to do some CRM clean up. We’ve already covered one example of this in our blog on How to “Delete” a User in Dynamics CRM. In this blog, we’ll focus on why you may want or need to completely remove a field from your CRM database. You might want […]

This blog post is part of an ongoing series on the RxRM initiative at PowerObjects—configuring Microsoft Dynamics CRM to address the highly specialized needs of healthcare organizations. This post features guest blogger Timothy Pratt, Ph.D., Solution Design Consultant for the Health and Life Sciences at PowerObjects. Certain conditions have been identified as having a high […]

Goals were introduced in CRM 4.0 as a part of Extended Sales Forecasting. In CRM 2011 Goals come out of box without the need install any additional solution. So what are Goals? How do these augment Sales Forecasting and the built-in opportunity pipeline report? Let’s look at the opportunity sales pipeline. This funnel chart visually […]

  • 29 January 2013
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So, here we are in a new and exciting post-Polaris world! If you haven’t already, check out our guide on the service update and what it means for you. For those of you that use PowerOneView: if you are on Dynamics CRM Online and have enabled the process-based UI that is a part of the […]

You may have noticed that there’s a new look for notes with the Dynamics CRM service update. PowerObjects took a look at the changes, and we wanted to provide a quick rundown of how the recent updates have affected notes in CRM. What Notes Looked Like Before the Service Update In the notes section prior […]

The Polaris / UR 12 updates have brought some changes to Dynamics CRM 2011, many of which you have to turn on. We’ve covered a lot of this in our blog on Preparing for the December 2012 Service Update, which provides several great resources to help guide you through these changes. One thing you might […]

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