The Microsoft Dynamics CRM 2013 and Microsoft SharePoint 2010/2013 integration remains much as it was in CRM 2011 and is designated as not being a refreshed entity. However, there is a nice improvement in the document location and folder name. The setup is exactly the same in CRM 2013 as it was in CRM 2011, […]

Microsoft Dynamics CRM 2013 comes with many charts out-of-box to help you visualize your data. Also, just as you can create custom system and personal views, it’s also possible to create your own custom charts. You can take the visualization a step further by modifying chart XML in CRM 2013, resulting in seemingly endless possibilities. […]

With it being Halloween, the other day I heard the 80′s classic “Somebody’s Watching Me” by Rockwell. Naturally it made me think of the “Follow” feature in Microsoft Dynamics CRM 2013. Record following is part of the social features of CRM 2013. When you follow a record, activity surrounding that record is presented to you […]

Microsoft Dynamics CRM 2013 has introduced an entirely new user experience that allows users to see everything in a single screen with no pop-ups and no flipping from one screen to another. While this user experience will bring a paradigm shift in the way you work with Microsoft Dynamics CRM, there is a chance that […]

The new iPhone app by Microsoft for CRM 2013 was recently released. While most of the folks in the office here at PowerObjects are Windows Phone users, there are a few of us who remain on the dark side as iPhone users. I recently installed the app on an iPhone with iOS 7 and gave […]

  • 29 October 2013
  • CRM 101
  • 2 Comments

The latest release of Microsoft Dynamics CRM 2013 introduces a number of enhancements with a completely new user interface. One of the most exciting enhancements is the addition of the quick create forms which help to reduce the time necessary to create records. Here is a guide for using quick create forms in Dynamics CRM 2013. To […]

  • 24 October 2013
  • CRM 101
  • No Comments

PowerObjects has numerous blogs and resources already published on various tips and tricks on this new release of Dynamics CRM. Today’s blog will focus on business rules, a new feature to Microsoft Dynamics CRM 2013 that provides a great way to achieve the most common and simple validations without coding skills. In many CRM implementations, […]

  • 23 October 2013
  • Addons
  • No Comments

Joe CRM here for a somewhat untraditional post. I’ve kind of gone behind R&D’s back, so I’m probably not making any new friends in that department this week! I know the R&D team at PowerObjects is working fast and furious developing for the new Microsoft Dynamics CRM 2013 release. I know they’ve got all the […]

Did you know that we have a PowerObjects Facebook page? It’s not a traditional company page that features the same updates across all social media platforms. With our Facebook page, we want to give you a chance to see what’s going on behind the scenes at PowerObjects. This is a way for us to express our “PowerObjects-ness” apart from […]

  • 21 October 2013
  • CRM 101
  • 3 Comments

The autosave feature was first introduced as part of the Polaris or UR 12 release, along with the new process forms. In CRM 2013, autosave is a dominant feature. Let’s explore what autosave does and some key points to keep in mind. Saving a record When you create a new record, you will have to […]

Are you a Microsoft Dynamics CRM 2011 user gearing up for an upgrade to CRM 2013? Are you also a user of PowerPack add-ons? Make sure you have the latest versions of PowerPack solutions downloaded in your CRM! PowerObjects has updated all of our PowerPack add-ons to be compatible with CRM 2013. Download them now […]

  • 16 October 2013
  • CRM 101
  • No Comments

In today’s blog, we’ll discuss Default Views—a simple but necessary feature in CRM 2013. To learn more about default views, follow these steps: First, navigate to an account record, as shown below. Click Account and you’ll see a list of accounts. Active Accounts will be displayed on top of that list. Next to Active Accounts, […]

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