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
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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 […]

When using Microsoft Dynamic CRM, sometimes it’s necessary to perform certain operations based on Aging. A very common scenario would be in the handling of customer service tickets. For example, you might want notifications or dashboard charts or views to be created that shows aged tickets. While CRM does provide a long list of time […]

Do you still have SQL 2000 server database in use? Are you trying to connect to that database with Scribe Online? You should be able to successfully connect using out-of-the-box SQL connection from Scribe Online. But when you try to use this connection in the solution maps, you will get the following error: “Error: Agent […]

Microsoft Dynamics CRM 2013 supports 4 types of processes: workflows, dialogs, actions, and business process flows. Business process flows are commonly used to define the steps in which users enter data to achieve an outcome. They are displayed at the top of a form as a process bar. Business process flows can be created for […]

Are you looking for information about the security and newly available access team functionality for Microsoft Dynamics CRM 2013?  You should take a look at Microsoft’s Scalable Security Modeling with Microsoft Dynamics CRM 2013 whitepaper. Microsoft’s security model offers lots of flexibility but can be challenging to learn, particularly when trying to understand where the […]

Greetings, fellow CRMers! After removing a managed solution, have you received the following error when attempting to login to the CRM website? If you have, look no further for the solution. This particular error is due to a leftover sitemap reference to a deleted entity. Keep in mind that CRM will normally remove all references […]

We’ve talked about forms in Microsoft Dynamics CRM, from role-based to quick-create, but today let’s talk about the labels on those forms. In Microsoft Dynamics CRM 2013, field labels do not currently wrap. If a label is longer than the allotted size, users will see fading text instead of the entire label. Don’t worry—you don’t […]

The PowerWebForm add-on is one of PowerObjects’ most popular add-ons for Microsoft Dynamics CRM. This handy tool takes data from web forms on your website and pulls that data directly into Dynamics CRM. Once that data is inside of CRM, you decide what to do with it. You can create a lead, a contact, an […]

  • 28 February 2014
  • Addons
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Are you looking for a bulk-emailing solution that integrates with Dynamics CRM 2011 or 2013? Are you already a satisfied PowerMailChimp user? If the answer to either of these questions is yes, then this webinar is for you! Join our PowerPack Pro, Cecilie Svensgaard, as she goes over the tips and tricks of becoming a […]

  • 28 February 2014
  • Addons
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PowerPack add-ons are a great way to add functionality to your Dynamics CRM system, whether you’re on 2011 or 2013. All of the add-ons are constantly being enhanced with awesome new features, so it’s always a good idea for users to make sure their PowerPack add-ons are up to date. Updating an add-on is quick […]

While migrating data from a legacy system to Microsoft Dynamics CRM, you might run into a situation where you need to migrate dropdown values from a source system to CRM using Scribe. This task may take some time given the fact that in Scribe, you can use “if” conditions to accomplish the task. It can […]

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