Microsoft Dynamics CRM 2011 has introduced the functionality to create recurring appointments within the application. One common business requirement that we have come across at PowerObjects is the ability to view Appointments and Recurring Appointments through Advanced Find or Views. Most business users want to see two views—one that displays Appointments and another that displays […]

Introduction In Part I of Tracking Opportunity Revenue by Keyword, we discussed the mechanics of how to tie a keyword used in a search engine marketing campaign to an opportunity in Microsoft Dynamics CRM 2011. In Part II, we will discuss a method for determining the revenue generated by the specific entities of each search […]

PowerWebForm is an easy way to track data from a form on your website back to CRM. PowerWebTraffic is a great way to see what your customers are interested in from your website. Individually they are both very helpful, but working together they can be an even better tool. With the steps below, you can […]

If you have implemented CRM Online since it and Office 365 have joined forces, you will use the Microsoft Online Services Administration Portal to manage Dynamics CRM users. This blog covers how to add a user for CRM 2011 Online. (You can also learn more about this topic on our CRM How-To Portal.) 1. Open […]

For most businesses and organizations, there will be a need to remove user accounts from the system. When deactivating User accounts there are some important considerations and best practices to follow. For instance, in Microsoft Dynamics CRM 2011, you can’t delete a user directly. Why you can’t delete Users in Dynamics CRM 2011… The only […]

If you are new to Microsoft Dynamics CRM, the jargon workflows and dialogs can be confusing. There are plenty of excellent resources that compare Microsoft Dynamics CRM workflows and dialogs from a technical perspective, but perhaps you are looking for a basic overview that helps you understand why you would use  Workflows or Dialogs from […]

  • 27 August 2012
  • CRM 101
  • 3 Comments

One handy feature often overlooked is conditional formatting in Dynamics CRM 2011 Outlook Client. So just what is conditional formatting? Have you ever asked yourself the question “Is it possible to ‘highlight’ or ‘bold’ certain records in CRM, or make records stand out from one another?” You can by defining Conditional Formatting rules. How do […]

If you’re a Dynamics CRM user, you’re off to a great start. Now it’s time to take it to the next level. Come spend half an hour with the PowerPack Pro at PowerObjects, and learn how you can automate marketing processes inside Microsoft Dynamics CRM. Join us Wednesday, September 5th from 10-10:30 a.m. CDT This […]

Collecting surveys with CRM is easy to do with the help of an awesome Dynamics CRM survey add-on called PowerSurvey. PowerSurvey is one of many powerful PowerPack add-ons created by PowerObjects to help add value to your CRM at a low cost. PowerSurvey lets you build and customize your survey within CRM, send those surveys […]

Most users are familiar with the out of the box reporting tools (Advanced Find, Report Wizard and CRM Dashboards leveraging system views) in Microsoft Dynamics CRM, but there are other custom reporting tools available for when the out of the box methods don’t provide the results you want. This post will describe your CRM 2011 Reporting […]

What do you do for the user who says, “It takes too many clicks to…?” The following is a checklist of Microsoft Dynamics CRM 2011 tools and settings for that increase efficiency for end users, including things each user can do to decrease clicks with minimal effort and no administrative privileges. Set Personal Options The user […]

Join us August 16th  2012 from 10 – 10:30 a.m. CDT As part of our goal to constantly add value to Microsoft Dynamics CRM, PowerObjects is continuing on in our webinar series that we lovingly call the PowerObjects’ CRM How-to Webinar Series (I know, the name is creative, right?). This particular webinar will be the […]

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