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 […]

Here at PowerObjects, we use JavaScript frequently. It’s a powerful tool for Microsoft Dynamics CRM customizations. Now and then, we observe a funny quirk about how JavaScript and CRM work together. Take the JavaScript Date () function and how it relates to CRM date time, for instance. JavaScript Date() function will take year, month, day, […]

If you haven’t had the chance to experience the wonderful world of Windows 8 yet, you’re missing out. As a company 100% focused on Microsoft Dynamics CRM, PowerObjects has been exploring the potential of Windows 8 by developing our own app that serves up Dynamics CRM on a Windows 8 platform. The app, lovingly called […]

Did you ever wish you could scoot some data from one form to another and then immediately start working on the new record? If so, then maybe passing parameters from one form to another in a query string is the answer for you! In this example we will open a new email from the Account […]

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 […]

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