How to Get Even Better Activity Views in Dynamics CRM

Posted on March 1, 2013 by JoeCRM

Let’s say I’m looking up an Account record in Dynamics CRM and want to see all of the associated Activities to plan out my next course of action. I click on Activities from within the Account record and see that

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Posted in Addons

Using a Custom Entity to Track Status Changes in CRM 2011

Posted on February 28, 2013 by JoeCRM

Dear JoeCRM, I want to track the different phases/statuses of an opportunity, and I also need to be able to report on those changes. The auditing feature is very useful for many things, but it can’t be easily displayed in

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Posted in Customizing

Customer Support in CRM 2011 with PowerWebForm

Posted on February 27, 2013 by JoeCRM

Are you looking for way to extend Dynamics CRM to allow your customers to contact you and effectively manage that feedback within CRM? These types of requirements can span in complexity from a simple email form on a website to

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Posted in Addons, Customizing

Effective Approach to CRM 2011 Performance Troubleshooting

Posted on February 25, 2013 by JoeCRM

At PowerObjects, we work with a variety of clients who encounter Dynamics CRM 2011 performance issues. (In fact, CRM 2011 includes several performance counters that can help you monitor your components.) The approach you take to resolve the issues will

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Posted in CRM 101, Troubleshooting

Populate a CRM 2011 Lookup or PartyList Field Using JavaScript

Posted on February 22, 2013 by JoeCRM

There are many benefits to using JavaScript with Microsoft Dynamics CRM 2011, including achieving on screen automation. In today’s blog, we’ll discuss how to use JavaScript on the field type of Lookup and PartyList. In the example below, the Sender

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Posted in Development

Upcoming Webinar: Increase Your CRM User Adoption with Customer Intelligence

Posted on February 21, 2013 by JoeCRM

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

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Posted in Announcements

Creating Unique Behavior on Role-Based Forms in Dynamics CRM 2011

Posted on February 21, 2013 by JoeCRM

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

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Posted in Customizing, Development

WPF Paging Control for WPF Applications

Posted on February 19, 2013 by JoeCRM

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

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Posted in Customizing, Development

How Have Dynamics CRM Activities Changed After the Polaris Release?

Posted on February 19, 2013 by JoeCRM

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

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Posted in CRM 2011

Internet Lead Capture Disabled for Dynamics CRM. Replace it with PowerWebForm!

Posted on February 18, 2013 by JoeCRM

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

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Posted in Addons, CRM for Marketing