• 12 May 2014
  • Addons
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PowerObjects is pleased to announce an upcoming webinar: “What is PowerWebForm?” When: Friday, May 23rd, 10 a.m. to 10:3 a.m. CT What: This webinar will give a demonstration of the PowerWebForm add-on for Microsoft Dynamics CRM. In a nutshell, if you’re looking for a way for web forms on your website to link directly to […]

We’ve already covered how to become a pseudo-developer with business rules in CRM 2013. Today we will talk about moving business rules with static values from development to production. The new functionality in CRM 2013 Business Rules has become a go-to feature for replacing JavaScript. Where in the past, small client side requirements such as […]

Get ready to unleash the power of Microsoft Dynamics CRM 2013 with PowerObjects’ newest PowerPack solution, CRM 2013 PowerGrid. This solution enables CRM 2013 users to search within system and personal views, view pertinent information for the search results in the side reading pane, and edit records within the grid using the inline editing functionality. PowerGrid’s searching functionality […]

  • 1 May 2014
  • Addons
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The PowerWebForm plug-in is one of twenty awesome PowerPack add-ons that provide additional functionality to both CRM 2011 and CRM 2013. This add-on lets CRM users create web forms inside of CRM, post web forms to their website, and pulls form data automatically back into CRM as soon as that form is submitted. As a part of […]

Have you been looking for ways to turn off the welcome tour pop up screen in Microsoft Dynamics CRM 2013? You may have noticed that even if you check that box, the message still pops up when you log into CRM. Nothing against the welcome lady but PowerObjects has a way you can permanently stop […]

If you’re interested in harnessing the power of Dynamics CRM for marketing automation, you definitely want to read our recent blog Behind the Curtain at Convergence 2014. It goes over all the pieces of our marketing efforts for Convergence 2014 and how CRM played a critical role. To expand on that post, we present an […]

  • 25 April 2014
  • CRM 101
  • One Comment

As we’ve talked about in recent blogs, business rules (aka portable business logic) are a great addition to Microsoft Dynamics CRM 2013. Today, we’d like bring your attention to something that will make this tool even more powerful—giving the user the ability to change their mind! In the following example, you’ll see we’ve set up […]

Have you noticed that the record of what workflows have run against a record seems to have disappeared in CRM 2013? There’s a good reason for that—they have! It’s easy to add them back, but before you do, there is a reason why Microsoft removed them. In CRM 2011, Microsoft added a checkbox to workflows […]

  • 23 April 2014
  • Addons
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Creating an account number is something that can be easily automated within any Dyanmics CRM system. One way of automatically creating an account number for a new account is to use the PowerAutoNumber add-on. But what if you only want to assign an account number when there’s an opportunity created for that account, instead of […]

Many of our clients have Microsoft Dynamics CRM on premises and Internet Facing Deployment (IFD) / Active Directory Federated Services (ADFS). We often see a minor missing step with the setup of ADFS, which could lead to an error. For instance, you may find that the web interface works fine, but applications that use the […]

In today’s blog, we’ll go over how to create a workflow that executes on change of a stage in a business process flow, an exciting new feature in CRM 2013. Just follow these steps: 1. Starting in a newly created synchronous workflow that runs on the opportunity entity, click on the Record fields change check-box. […]

Dynamics CRM is a great product and just keeps getting better. That’s especially true this spring, with a wave of updates, enhancements and new offerings that are aligned with key business needs for marketing, sales and service. You can refer to the following Microsoft resources for more details on the Dynamics CRM Spring ’14 Wave: […]

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