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Tag Archives: dynamics crm
PowerObjects is happy to have such great Customers on Microsoft Dynamics CRM
So every now and then we like to blog about accomplishments! Last week at Convergence we were able to get up on stage with our wonderful customers and share in the success of some great projects. So much goes into
Posted in CRM 2011, CRM How To
Tagged CRM, customer excellence, dynamics, dynamics crm
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Scheduling Duplicate Detection in Dynamics CRM 2011
Keeping your data clean within Microsoft Dynamics CRM can be large responsibility. Scheduling duplicate detection jobs can help keep our data clean with minimal effort. First, navigate to Duplicate Detection Jobs of Data Management in the Settings module. The Welcome
Microsoft Dynamics CRM Data Import – Setting Primary Contact Field
In Microsoft Dynamics CRM 2011, the out of the box import tools have been greatly improved. Recently, I was working with a client to import their Accounts and Contacts from a spreadsheet. Best practice is to import your Accounts first
Posted in CRM 2011
Tagged Best Practice, CRM, crm 2011, dynamics crm, Microsoft Dynamics, Microsoft Dynamics CRM, Microsoft Dynamics CRM 2011, Tip
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Deactivating and Removing System Views in Microsoft Dynamics CRM 2011
Problem solving is in the DNA of a CRM superhero. So, when a client recently asked me if it was possible to remove some the default system views in Microsoft Dynamics CRM 2011 from their system, I was on it
Posted in CRM 2011
Tagged dynamics crm, Microsoft Dynamics, Microsoft Dynamics CRM, Microsoft Dynamics CRM 2011
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Hiding Fields in Microsoft CRM 2011
You gotta love the power of customization in Microsoft Dynamics CRM. Here's a neat feature new to CRM 2011….hiding system locked fields without using custom java code. In Microsoft Dynamics CRM, there are many great features and functionality to handle
When to use a Global Option Set vs. a Custom entity
One of the great features in MS Dynamics CRM 2011 is Global Option sets. A global option set, sometimes called a global pick list, provides a common set of options that can be used by multiple entities to set attributes.
Images in your CRM reports – PowerPhoto with FetchXML Reports
PowerPhoto is one of the usability add-ons developed by PowerObjects. One of the cool features of this add-on is that it is built within CRM using Custom Entities and a Custom Silverlight page – The photo itself is stored (encoded)
Creating a Dialog in CRM 2011
New to CRM 2011 is a process called Dialogs. Dialogs are a question and answer format that can be run on-demand or as a child to another process. As the user answers each question, the information can be stored in
Mobile Express with CRM 2011
I was doing some CRM 2011 End-User training last week for an organization and we discussed employees being able to access CRM data from their Mobile Devices and how this would make their business much more efficient. One of the
Microsoft Dynamic CRM add-ons in an App Store experience
OK, well I haven’t done a grind the axe blog for a while so here I go J With the launch of the latest version of MSCRM one of the things we were most excited about was the Dynamics Marketplace
Posted in CRM 2011
Tagged add-on, app store, dynamics crm, global search, marketplace, mscrm
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