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 […]

  • 7 December 2012
  • CRM 101
  • No Comments

If you’re giving some serious thought to switching from Salesforce.com to Microsoft Dynamics CRM, one of the areas you’ll want to plan for is how you want to move your data out of your current system and into Dynamics CRM. In our eBook on making the switch, this is one of the areas of planning […]

At PowerObjects, we assist our customers with data migrations to Microsoft Dynamics CRM from all sorts of applications. If you want to migrate data from C2CRM, which uses the Lotus Notes database, to Microsoft Dynamics CRM, you can! This is the process PowerObjects follows when doing a migration from C2CRM to Dynamics CRM: Here are […]

MS Dynamics CRM 2011 is an amazing tool that can show reports in a single view. Charts can easily be seen on the main dashboard of CRM or directly within the entity. With them, you can get a visual representation of data within its source entity. If you’re just starting out on this great feature, […]

Today we’ll cover configuring the Dynamics CRM 2011 Email Router to use Office 365 for Outgoing emails. The process can be broken down into three parts. Part 1 consists of gathering details from Office 365 about the deployment, Part 2 is granting permissions via PowerShell and Part 3 involves the actual email router configuration. Part […]

If you’re considering switching from Salesforce.com to Microsoft Dynamics CRM, you probably have some questions. For instance, what should you consider from a business planning perspective to ensure your transition is as least disruptive as possible? We created a free guide to help with the process called Making the Switch from Salesforce.com to Microsoft Dynamics […]

  • 30 November 2012
  • CRM 101
  • No Comments

If you have employee or business changes, you may need to reassign Account records in CRM 2011 to another Owner. When you reassign an Account, all activities are also re-assigned. In order to re-assign Account records, perform the following actions: Use the ‘Advanced Find’ option within the ribbon. Create a new query based upon your […]

This blog will review the JavaScript you can use to allow the user to see the ‘Price’ from the Price List for a selected Unit. If you use the Product Catalog in Microsoft Dynamics CRM 2011, this can save time. This can be used/modified for Quote Product, Order Product, or Invoice Product. The example below […]

If you enter a lot of products in Dynamics CRM, this JavaScript tip will save you time. We’ll review the JavaScript you can use to allow the user to see the ‘Price’ from the Price List for a selected Product. This can be used/modified for Quote Product, Order Product, or Invoice Product. The example below […]

  • 27 November 2012
  • Addons
  • No Comments

In case you haven’t heard, Microsoft Dynamics CRM online will discontinue offering their Internet Lead Capture tool as of February 15, 2013. If you are a Microsoft Dynamics CRM online user, and have been using this tool to capture internet leads, you may be looking for other alternatives. Well, good news! PowerObjects offers a fully […]

  • 26 November 2012
  • CRM 101
  • One Comment

One of the greatest functionalities of Microsoft Dynamics CRM 2011 is the ability to provide tools that can be customized to match the users’ personal preferences, helping them increase their productivity level. This makes CRM a lot more accessible and user-friendly. Check out these four fun tips for Microsoft Dynamics CRM 2011: 1. Recently Viewed […]

Return to Top ▲Return to Top ▲