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Tag Archives: CRM 2011
Out of the Box Report: Dynamics CRM User Summary
One of the important tasks for Microsoft Dynamics CRM 2011 administrators is ensuring users have appropriate access to the system. One of the challenges of doing an efficient user audit is easily seeing a list of all the security roles
Posted in CRM 101
Dynamics CRM / XRM Integration with GIS and PowerMap
Over the last several years, a new dimension has been added to reporting in Dynamics CRM: visualization. PowerObjects has taken visualization a step further by introducing maps into XRM solutions. It’s a little thing we call PowerMap—another inexpensive and great
Posted in Addons, Development
How to Find the Date of an Email Activity Tracked in CRM
The Track in CRM feature with the Outlook client is one of the most used features in Microsoft Dynamics CRM. PowerObjects has numerous blogs already published on various tips and tricks on CRM and Outlook integration, but today we’ll focus
Posted in CRM 101
11 Dynamics CRM Data Migration Tips
Data migrations can be complex. Whether you are migrating from Salesforce.com to Microsoft Dynamics CRM or from another contact management solution, you will come across challenges with data. This blog will highlight 11 Dynamics CRM data migration tips that migration
Posted in Development
Update to Sharepoint & Issues with List Component in Dynamics CRM
If you have SharePoint integrated with Microsoft Dynamics CRM Online, you may have noticed a recent service update where you now experience the following: You cannot open a PowerPoint file by clicking its link in a document list. Instead, you
Posted in Troubleshooting
Five Tips for Daily Work in Dynamics CRM
Using Dynamics CRM 2011 on a daily basis, we all have our own ways of navigating the system to get our work done. I like to encourage less clicks and more kicks in CRM, so here are five tips you
Posted in CRM 101
The Upgrade to the Microsoft Portal Online for Office 365 Customers
More and more Dynamics CRM users are making the switch to Office 365. It integrates seamlessly with CRM, it’s easy to use and it gives users anywhere access to the tools and information they need to be productive. With the
Posted in Announcements
Dynamics CRM 2011 Customer Portal – Install Walkthrough
The Dynamics CRM Customer Portal can help organizations maximize their businesses ability while managing interactions within Dynamics CRM. This blog will walk you through the website installation of the Customer Portal for Microsoft Dynamics CRM 2011. Below are the steps
Posted in Customizing
Introducing PowerMap, a Dynamics CRM Map Add-on
PowerMap is a brand new Dynamics CRM map add-on that gives users a visual representation of a collection of entities, all plotted by individual pins on a map. PowerMap is a very easy-to-use tool that allows users to pick a
Posted in Addons
Replacing Relationship Roles with Connections in Dynamics CRM
Today we’ll discuss using the CRM import function to create Connections in Dynamics CRM. (If you’d like more information on importing, check out Creating Attributes via Import Wizard in CRM 2011 and Dynamics CRM Data Import – Setting Primary Contact
Posted in Customizing
