PowerMailChimp is a powerful tool for sending out rich HTML emails right from within Microsoft Dynamics CRM. But did you know that you can also use this bulk email add-on to send out plain text emails? Plain text emails are a great way of sending out messaging that is direct and to the point, so […]

PowerMailChimp is one of many PowerPack add-ons that provides specific functionality to your Microsoft Dynamics CRM system. This add-on gives CRM users the power to perform their bulk emailing out of CRM while automatically relating the send, open, click, bounce, and unsubscribe statistics back to CRM contacts, leads, or accounts. After you’ve sent out a […]

In these days of constant email, sending personalized mail can be a great way of keeping in touch with your customers while making each of them feel special. Microsoft Dynamics CRM helps you do this through the Mail Merge process. For example, if you want to print letters for multiple customers with names, addresses and […]

PowerObjects has recently rolled out CRM University, a new initiative that provides a host of Microsoft Dynamics CRM Training opportunities both in-person and online. As part of this new initiative, we are kicking off our first CRM University Online Series—online training that’s perfect for training CRM admins and pro users without breaking the bank or […]

PowerWebForm is one of our nineteen Dynamics CRM PowerPack add-ons. It is a great tool that allows you to develop custom web forms and post them on a website. It then lets you capture information from the web form and instantly pull that information directly into your CRM. Though unlikely, you may encounter an issue […]

When customizing lookups in Dynamics CRM, you may run into a scenario where you are unable to assign Accounts to Users, but can assign Account records to Teams. Here is what the lookup will look like when trying to assign Account records. Everything looks normal except for the grayed out Look for dropdown. Initially, it […]

If you are building a dialog for CRM 2011 and need to have it trigger an email or create a record or do some other action (like case resolution), you should be aware that the Previous button can pose a problem. As best practice, you want to do everything you can to put any automatic […]

Microsoft Dynamics CRM defines an Activity as an action to be performed such as email, phone call, and so on. Out-of-the-box Dynamics CRM provides various activity types such as Phone Calls, Tasks, Appointments, and more. and you can also create your own custom activity types as required by the business need. There are many business […]

One of the great new features with Microsoft Dynamics CRM 2013 is the ability to create Quick View Forms. This allows you to display information from a related entity on the form you are currently accessing. One of the most frequent requests that we get is to add the contact’s phone number and email address […]

Most entities in Microsoft Dynamics CRM come with an out-of-the-box field called Import Sequence Number. This field is ignored most of the time as it is not shown in the form by default, but this is a very handy field for data migration. The import sequence number is a whole number field. The range can […]

How PowerObjects Used Marketing Automation in Dynamics CRM Whether you attended or not, you may still be feeling the buzz coming out of Microsoft Convergence 2014 in Atlanta. The team from PowerObjects had a blast connecting with customers, meeting new CRM fans, and learning about the latest features and technology from the world of Dynamics. […]

  • 13 March 2014
  • CRM 101
  • No Comments

If you are a Microsoft Dynamics CRM Online system administrator, you probably know that initial CRM user setup is performed in the Office 365 portal and then configured within CRM. But you may not know that you can use the Security Groups feature in the Office 365 Portal to enable or disable CRM access to […]

Return to Top ▲Return to Top ▲