• 12 August 2014
  • CRM 101
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Do you want unleash the power of Microsoft Excel to analyze your CRM data? Exporting to a dynamic pivot table can help. Excel provides sophisticated data analytics capabilities through pivot tables. Use them to quickly summarize data across a wide number of entities and fields. Excel 2010 onwards provides additional filtering capabilities using slicers.   […]

Role-based forms are a great way to simplify CRM for users by showing them only what they need to see for their job role. But be careful! There are pros and cons to using role-based forms in Dynamics CRM. The use of role-based forms can cause issues when merging records. Some fields may contain data […]

Still on the fence about attending PowerUp—The CRM Event, hosted by PowerObjects? This CRM educational user conference is jam packed with content to help you get the most out of Microsoft Dynamics CRM. Let’s take a more in-depth look at one of the tracks you can take during the two-day conference: Keep Up. This track […]

Have you installed the CRM for Tablets app? If not and you need more information on how to do so, please refer to our blog post. In the Spring ’14 Wave, Microsoft has finally released the long-awaited capabilities of the mobile app: to be able to sign out of and/or reconfigure on the tablet and […]

One of the added bonuses of Dynamics CRM is its ability go where you go! With the Spring ’14 Wave Update, you can now download CRM to your tablet with Windows 8.1. If you currently have the CRM for tablets installed, make sure to uninstall it before beginning and completing these steps. 1. The Tablet […]

Are you ready for PowerUp? It’s PowerObjects’ annual educational CRM conference, and this year’s event is shaping up nicely. We’ve got two days chock full of educational content designed to help users of all skill levels get the most out of Microsoft Dynamics CRM. It’s also a great opportunity to network with other CRM users, […]

Do you host multiple CRM 2013 environments? Do you and your users sometimes run into issues differentiating between your live production and your test or development CRM organization? Do you simply not like the color blue? Then we have a solution for you! You can easily learn how to change the default blue color in […]

The Import Wizard is a great way to get a lot of records into CRM in a short amount of time – make sure you’re using it when you can! That being said, have you ever wanted to import data that included a Time Zone? For Time Zones, the import templates require a Whole Number. […]

One of the new great features of MSCRM 2013 is a fly out field of specific data that you can enter in. You have probably noticed this with addresses and the contact name field. This fly out is not configurable from the form, but it can be changed using the name format option in System […]

One of the most popular features of Microsoft Dynamics CRM is its native integration to Outlook. With the CRM add-on in Outlook, users are instantly able to sync their appointments to their calendar, their tasks and phone calls to their task list, and their e-mails into their inbox. Users can create a record in Outlook […]

When a CRM 2011 organization is upgraded to CRM 2013, part of the upgrade process creates new forms for many of the out of box entities. The new forms are easy to identify as they’re named after the entity, while the “legacy” Information form is still named Information. Microsoft has provided a method to “merge” […]

Have you ever wondered how to use HTML to format text for your email temples? This blog can show you how! Microsoft Dynamics CRM has a WYSIWYG (what you see is what you get) editor for building HTML-based Email Templates, though the options for formatting the text in your messages are limited to the basic […]

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