PowerPack Add-on PowerFind – Filtering Search Results
November 5, 2014

With Dynamics CRM PowerPack Add-on PowerFind – filtering search results has never been so easy! This add-on allows people to be effortlessly found across multiple entities in Microsoft Dynamics CRM: Accounts, Contacts, Leads,

What’s New for Marketing in Microsoft Dynamics CRM: Fall 2014 – Part 2
November 4, 2014

In Part 1, we looked at some key highlights coming this fall for marketers directly inside Microsoft Dynamics CRM. But as most marketers know by now, there are two other

Dynamics CRM Add-on: PowerSocial – Add a Contact or Lead from Social Monitor Board
October 29, 2014

PowerSocial allows Dynamics CRM users to post messages on LinkedIn or Twitter, all from within the comfort of their CRM system. It’s as easy as choosing a publisher, creating a

What’s New for Marketing in Microsoft Dynamics CRM: Fall 2014 – Part 1
October 28, 2014

What’s the greatest part of being a marketer these days, besides being more data-driven, demonstrating more impact and getting more budget? It’s getting fresh infusions of technology that help you

Dynamics CRM 2013 Data Import Templates
October 24, 2014

Importing data using the templates within CRM makes the import process very smooth and easy. You are able to see all of the required information that needs to be filled

How to Create a URL from a Text Field Using JavaScript in Dynamics CRM
October 23, 2014

Suppose you wanted to automatically email a URL based on a field in CRM. For example, if an account name is XYZaccount, then suppose you want to email a url that

Assigning System Views Based on Security Roles in Dynamics CRM
October 21, 2014

Have you ever had a request to assign system views based off of security roles? This is not an out of the box function of CRM 2013, but the following

Leveraging Dynamics CRM Configuration for Business Process Improvements

Business process analysis and value stream mapping are core competencies and set of tools that facilitate the journey from current-state to future-state. Use of these tools is often part of

The Import of Solution Actions Failed in Dynamics CRM 2013
October 13, 2014

We have already seen how useful Action in Dynamics CRM can be. In this blog we will discuss what to do when you receive a message, “The Import of Solution

PowerUp – the Dynamics CRM Event of the Year – Was a Success!
October 10, 2014

The bright lights of PowerUp – the CRM event of the year, have died down. The attendees have gone back to their respective jobs. The booth safely tucked and ready

Import of Solution Fails Without Error Message in Dynamics CRM
October 9, 2014

If you’ve ever imported a solution before, the worst is when it doesn’t import properly. Normally, CRM would give you a nice error within the error log regarding what went

Microsoft Dynamics CRM 2013 Performance Center
October 7, 2014

An exciting feature of Microsoft Dynamics CRM 2013 Online is the Performance Center. In the Performance Center, you can measure load analytics of a particular form or view. To utilize