Out of the box, Microsoft Dynamics CRM 4.0 does NOT send meeting requests for Appointments that are created from CRM. This is handled very well from Microsoft Outlook, so the best practices are to create your Appointment from Outlook and track it in CRM using the CRM toolbar.
However, on rare occasion, there is a [...]
Have you recently updated the details of an event you have created using the Microsoft Dynamics CRM Event Management Accelerator? Are you finding that the changes you have made to the event in CRM are not appearing on your event website? If so, you have come to the right place!
At first glance this issue may seem like [...]
In one of the recently released update rollups a new registry is now available for reducing the size of the asyncoperationbase and workflowlog tables.
Setting AsyncRemoveCompletedWorkflows to a value of dword 1 will cause all successfully completed workflows to be immediate deleted after they are run. This can be beneficial, but only to a very [...]
Well Forrester just came out with their latest wave study – Looks great for Microsoft Dynamics CRM! I’m always curious to the complete thought process that goes into this studies, but I’ve come to some of my own conclusions that’s I’d like to share.
CRM has evolved from something that lives in the sales organization [...]
Business Issue:
You want to have quick visibility into the last activity date or interaction, type and subject for a lead, account, contact and/or opportunity in Microsoft Dynamics CRM. The modified on date isn’t the appropriate indicator of last interaction as it represents the last time the record was updated. The last [...]
At PowerObjects we have been busy with a little xRM application to measure our customer satisfaction (CSAT) inside of Dynamics CRM. When we started looking at the issue we first had to decide the timing of our survey and how long they should be — I don’t know about you but I’m not a huge [...]
Well is has been a long haul with many ups and down – but I can say as of today I am finally there.
Background – It is a sad story with a happy ending. As you all know the nirvana of a CRM system for the typical business user is to be able to [...]
Lately we have been doing a bunch of projects around converting people from SFDC to hosted dynamics CRM. I asked our sales team to get with a few of the customers and find out the reasons people have been moving so we can better understand what is driving the decision. Here is the compiled list [...]
I know I’ve gone on about this before – but I’m continually amazed at how much a few dashboards in our CRM system expotentionally add value.
Here is an example – last week the person in charge of support cases (Alex) put together the dashboard you see below. As you can imagine, we are pretty heavy users [...]
Wow
I can’t believe the response we have had from people inquiring about our code for doing user configurable dashboards in Microsoft Dynamics CRM. This has created a bit of an internal problem for us as we have no desire to become an ISV, but want to get this in peoples hands as it adds a [...]
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