Good ideas don’t always come with a ton of lead time. For marketers, that can mean changing tactics and shifting gears quickly. Here’s a quick example of how that can happen with the right tools and Dynamics CRM. When the PowerObjects team was participating in a recent CRMUG event, the idea bubbled up to use […]

  • 16 July 2014
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Overview When traveling to visit customers and prospects, many people would like to make the best of their trip.  That is why it is a common request for CRM to “find contacts nearby” my destination.  PowerMap can do just that!  PowerMap allows you to map groups of CRM contacts and get directions to one or […]

Another Spring ’14 Wave Update coming right at you!  In this blog we will cover the advanced features of entitlements – channel, products and contacts. To get a basic understanding of entitlements, please see our previous entitlements overview blog! They are similar to service contracts, but have enhanced functionality. So, compared to a service contract where […]

Today we will be reviewing a new feature that have been introduced as part of the Spring ’14 Update; entitlements.  They are similar to service contracts, but have enhanced functionality. With the new functionality of entitlements, you can: Allocate how much service an account entitled to Limit the amount of service per product for an account […]

As the Spring ’14 Wave continues to make ‘waves’, we continue our own deep-dive into the changes.  Previously, versions of Microsoft Dynamics CRM online used a client-to-server strategy to authenticate and transmit data from Microsoft Dynamics CRM to SharePoint Online. Now Dynamics has introduced a new approach to CRM and SharePoint integration. The integration now happens at […]

Suppose you have a fancy new Windows 8 or 8.1 (“Blue”) laptop. You are digging the slick user interface of Dynamics CRM 2013 but need to export some data to Excel for some offline calculations. But, snag! Excel isn’t one of the choices you can pick to export the data for some reason. You might […]

We’ve shown you how easy it is to create business processes in Dynamics CRM 2013, but getting to the data that is stored by these business processes is not necessarily an intuitive task. For instance, when using a business process for your sales process, what fields can you use to query and report on the status of […]

  • 8 July 2014
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Sending emails out of Microsoft Dynamics CRM is something a lot of CRM users do daily. Since sending emails is an integral part of most users’ days, it makes sense that CRM emails should have the capability to easily make the email messages look slick and modern using HTML and not just plain-text, right? – […]

After applying the Update Roll-up 17 in Microsoft Dynamics CRM 2011, you may run into an error when opening the Deployment Manager. This is what  the prompt with the deployment manager error after UR 17 looks like: Type is not resolved for member ‘Microsoft.Crm.CrmSecurityException, Microsoft.Crm.Core     This is a known issue with UR 17 […]

The recent update to the Canadian Anti-Spam Law (CASL) has many of our friends to the north worried about making sure they are compliant with the new standards, including having proof of double opt-ins. With any sort of bulk emailing your company is doing, it’s a great idea to have people opting in to receive […]

In the Spring ’14 Wave, Timer Control was created so that it can easily be placed in any custom entity form or customizable out of the box form. Timer Control give users a visual indication of where the case is in relation to the SLA (Service Level Agreement) goal. You can place a timer of […]

Whenever we are working with cases in Microsoft Dynamics CRM there is always a need to automatically create cases based on defined business rules and from multiple channels like email, chat, etc. Many of us have already achieved this in earlier versions of Microsoft Dynamics CRM by creating Custom Workflows. There are many articles available […]

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