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Tag Archives: mscrm
CRM 2011 – Sharepoint 2010 Configuration and Folder Structure
Overview The Microsoft Dynamics CRM List component provides a way to obtain the document management capabilities of SharePoint in Microsoft Dynamics CRM with the appearance and behavior of Microsoft Dynamics CRM. This component also enables Microsoft Dynamics CRM to automatically
Party List fields and how to filter Custom Activity records that use them using Advance Find
A new feature in Microsoft Dynamics CRM 2011 is the ability to create Custom Activity entities. You can create a custom activity entity by checking the Define as an activity entity field. While working with a Custom Activity entity you
Modifying Microsoft Dynamics CRM Left Navigation on an Individual Record
You might already know that the most common way to remove visibility to a certain entity on the navigation in Microsoft Dynamics CRM is to remove the users access to that entity in the security role. You can also modify
Importing Lookup Values Using CRM 2011 Data Import Wizard
Microsoft Dynamics CRM 2011 has come up with cool new features and enhancements to the Data Import Wizard. (See CRM 2011 Data Import Wizard post from October 2010) Another cool capability the Wizard has come up with is simplifying the
Posted in CRM 2011
Tagged crm data import, microsoft advanced crm, Microsoft Dynamics, mscrm
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Filtered Lookups in Microsoft Dynamics CRM 2011
Filtered lookups was an oft asked for feature in the yester years of Microsoft Dynamics CRM 3.0 and CRM 4.0 with a variety of solutions being offered and implemented to tackle it – all of course were unsupported. With Microsoft
PowerMailChimp – The Newest PowerPack add-on integrates MailChimp with Microsoft Dynamics CRM
PowerMailChimp is an awesome new way to send email campaigns directly from Microsoft Dynamics CRM. We have heard time and time again, "It would be great if I could send and track our marketing emails directly from CRM." So, we
Posted in CRM 2011, Microsoft Announcements
Tagged ACT, add-on, mail chimp, mailchimp, Microsoft Dynamics CRM, mscrm, MSDYNCRM, powermailchimp
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Webcast – Why Attend Convergence 2012?
You've heard about Convergence but maybe you just don't really know what it is or why you should attend? Join Deb Victor of PowerObjects on Tuesday, December 6, 2011 11:00 AM – 11:30 AM CST to find out how you
Posted in CRM 2011, Microsoft Announcements
Tagged convergence 2012, Microsoft Dynamics, mscrm, MSDYNCRM
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Adding Announcements to the Dashboard in CRM 2011
Announcements have been in Microsoft Dynamics CRM for years, but few companies really leveraged them because if users didn't set their homepage to the announcement screen, they never saw the notices. The advent of Dashboards has changed the game significantly
A recent error message and a quick fix
We recently came across an issue where a relatively new Microsoft Dynamics CRM 2011 environment could not import any solution. The ambiguous error message was ‘You do not have the necessary permissions to change the domain logon name for this
What I Like about Being a PowerObjects Client
Editor's Note: The following guest post is by Jack Boyer, President, Boyer & Associates Besides always knowing the answers right away to my CRM questions? As a Minneapolis-based ERP consulting firm focused on Microsoft products, Boyer & Associates has worked
