When: Thursday, March 7th from 2:00 to 3:00 pm CST Join PowerObjects and InsideView for a webinar on how the right customer intelligence can help increase user adoption and drive greater ROI. In this webinar, we’ll explore how InsideView provides customer intelligence and insights directly within Dynamics CRM. This information helps users identify more qualified […]

There are a lot of benefits to working with role-based forms in Dynamics CRM, as listed in our blog on pros and cons of role-based forms. But one challenge comes when teams using role-based forms need to see different behavior with the fields on each form. For example, one team needs to see Section A, […]

When displaying large amounts of data in a custom application built on Microsoft Dynamics CRM, it can be beneficial to use paging to improve user experience and the speed of the application. WPF controls like ListViews and GridViews don’t come with a generic paging control, so it’s the developer’s responsibility to either create one or […]

You may already know that phone calls and tasks are the most common Dynamics CRM activities. The December 2012 Update for Microsoft Dynamics CRM (a.k.a Polaris) has made adding phone calls and tasks to accounts and contacts even easier and more convenient! Activities can now be created right within the account or contact form, so […]

Some of you may have noticed that the Internet Lead Capture tool for Microsoft Dynamics CRM has been discontinued. If you’ve been using this tool to capture leads from your website, chances are you’ll want to replace it now that it’s gone. The PowerWebForm add-on developed by PowerObjects is a great option, and you can […]

When working with Microsoft Dynamics CRM Online reports, you may encounter issues with reports not displaying properly. You might find that a sub-report cannot be displayed, a sub-report cannot be found, or there is an error rendering the report. The problem may be in the use of sub-reports. In this blog, we will cover: Common […]

Recently we ran across a unique error when searching via Quick Find and we thought we’d share the resolution. (You can find out more about optimizing this area in our previous blog on optimizing CRM 2011 quick find queries.) When using the quick find search on any entity, there is a setting in the system […]

After Update Rollup 12 was released for Microsoft Dynamics CRM 2011, we noticed a few quirks. Yesterday we talked about not being able to convert a lead after the update. Here’s another one for you: we noticed that in some situations after the update, the case entity’s ribbon was missing. Intriguing! Luckily, this only applies […]

  • 12 February 2013
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PowerShare is one of over a dozen different add-ons that PowerObjects has created to enhance the capabilities of Microsoft Dynamics CRM. This particular add-on allows users to create bundles of documents in CRM, send bundled documents to prospects or clients, track whether or not that person went to the document bundle, and if they opened […]

Microsoft Dynamics CRM UR 12 is here! Amidst of all the cool new features of UR 12, like process based forms and cross browser support (click here to see more on UR 12), there have been a few minor issues we’ve come across. One is the inability to convert a lead record into a Contact, […]

Consulting companies like PowerObjects often use a predefined methodology during Microsoft Dynamics CRM implementation projects. We do this because good methodologies provide a roadmap and best practices to guide the project team. Most methodologies for implementing packaged software are primarily based on a traditional waterfall model.   This model is a set of sequential processes contained […]

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. So, why do hospitals and clinics need CRM in […]

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