Business Rules for Dynamics CRM (sometimes called Portable Business Logic or PBL) can be used to create rules at an Entity level. For this example we will discuss the difference between setting a field value in a business value vs. setting a default value. To begin, a business rule needs to be added. Follow the […]
The business process flows that were introduced with CRM 2013 are a great way to walk a user through a specific process, related to an entity in Microsoft Dynamics CRM. However, there are times when a business process flow is useful for one team, but maybe not for another. What if, for example, you have […]
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 is http://www.XYZaccount.mydomain.com. Attempting to directly use the field name in a URL in a workflow that sends an email won’t work. What we’ve done in […]
The Polaris / UR 12 updates have brought some changes to Dynamics CRM 2011, many of which you have to turn on. We’ve covered a lot of this in our blog on Preparing for the December 2012 Service Update, which provides several great resources to help guide you through these changes. One thing you might […]
If you spend a lot of time creating activities in Microsoft Dynamics CRM and would like a simple way to auto-populate a date field, here’s how: First, decide what field you’d like to populate. In this example, we focus on the due date field of the phone call entity. Second, determine when you would like […]
If you’ve created a custom entity in Microsoft Dynamics CRM 2011 (or CRM 4 for that matter) you’ve noticed the “Name” field of this entity is a required field. What if this field serves no useful purpose for your users. It could just be an extra field that the user must populate in order to […]
So you already have CRM and have been running it in house….you’ve seen the great new features in 2011 and want to take advantage of them….you check with IT and the servers you have are 32 bit and they tell you no for new 64 bit servers. Seems like you might be stuck, but hey […]
Last Thursday Microsoft officially released the long awaited Internet Explorer 8. In addition to improving on security features, accelerators and general peformance, there are a number of features which the Dynamics CRM 4.0 community will embrace with open arms. First, there is no need to worry about compatability between CRM and this newest incarnation of […]
This post is a sequel to a blog entry written late last year by my colleague Aki Rova. Click here to read more about it. As pointed out by my friend Aki on his post, there’s quite of an interest out there from our group of users asking about the workflows ability (or its inability thereof) […]
One of the great new features of Microsoft Dynamics CRM 2015 is the option to customize the help content. The end-users see the help content when selecting the help icon in the top right corner. As an administrator, you have the option to direct the user to a completely new location (URL) when they click […]
When implementing Microsoft Dynamics CRM for an Opportunity, you may come across a requirement where you will need to add or change the default set of the stage category. Any changes to the process stage category will result in the Dynamics CRM system automatically updating the Pipeline Phase field, which has a prefixed integer and […]
PowerUp—The CRM Event, is less than a month away! The conference has two full-days of Dynamics CRM educational content tailored to everyone from beginning users to advanced administrators. If you’re looking for more hands-on training, you can also attend the PowerUp Pre-Conference Training day on Tuesday, September 23. This will be a full-day of training […]
A lot of attention in the CRM 2013 Spring wave releases has been focused (rightly so) on enhancements in the areas of Marketing, Service and Social areas. This blog focuses on a specific enhancement in the area of Status Reason transitions in Dynamics CRM 2013. There are many business cases wherein if a record (for […]
Role-based forms are a great way to simplify CRM for users by showing them only what they need to see for their job role. But be careful! There are pros and cons to using role-based forms in Dynamics CRM. The use of role-based forms can cause issues when merging records. Some fields may contain data […]
When a CRM 2011 organization is upgraded to CRM 2013, part of the upgrade process creates new forms for many of the out of box entities. The new forms are easy to identify as they’re named after the entity, while the “legacy” Information form is still named Information. Microsoft has provided a method to “merge” […]
If you have ever wondered what concepts are needed to understand Actions in Dynamics CRM, then this your blog! By definition, Dynamics CRM Actions unify and open a broader channel for automation between CRM platform messages and CRM processes like workflow. It allows more streamlined process flow between programmatic logic (code) and point-and-click processes built […]
We’ve already covered using portable business logic to show or hide a field in Dynamics CRM 2013 previously in our blog. Today’s post will cover how to hide or show tabs with portable business logic. Since Microsoft Dynamics CRM 2013 has been released and portable business logic has been introduced to the platform, some of […]
When customizing lookups in Dynamics CRM, you may run into a scenario where you are unable to assign Accounts to Users, but can assign Account records to Teams. Here is what the lookup will look like when trying to assign Account records. Everything looks normal except for the grayed out Look for dropdown. Initially, it […]
Microsoft Dynamics CRM defines an Activity as an action to be performed such as email, phone call, and so on. Out-of-the-box Dynamics CRM provides various activity types such as Phone Calls, Tasks, Appointments, and more. and you can also create your own custom activity types as required by the business need. There are many business […]
One of the great new features with Microsoft Dynamics CRM 2013 is the ability to create Quick View Forms. This allows you to display information from a related entity on the form you are currently accessing. One of the most frequent requests that we get is to add the contact’s phone number and email address […]
We’ve already shown you how to perform field validations to control field visibility and field requirement levels with Business Rules in Microsoft Dynamics CRM 2013. In this blog, we will discuss how to create more advanced business rules using if then statements. Background Business rules allow you to check for one or more conditions and […]
Microsoft Dynamics CRM 2013 has the capability of creating a phone number field. This is a great feature as it allows for click-to-call functionality directly from the Dynamics CRM record. However, you may wish to have the display of the phone number formatted as well. Formatting the phone number would provide additional benefits, as it […]
We have seen a new category under Processes called Real Time Workflows as one of the Top 10 New features of CRM 2013. In addition to this, we have another exciting feature for developers called Actions, which is also under Processes. Actions are messages that can be defined for an entity. Out-of-the-box CRM provides a […]
PowerObjects has numerous blogs and resources already published on various tips and tricks on this new release of Dynamics CRM. Today’s blog will focus on business rules, a new feature to Microsoft Dynamics CRM 2013 that provides a great way to achieve the most common and simple validations without coding skills. In many CRM implementations, […]
As you prepare to upgrade your Microsoft Dynamics 2011 environment to CRM 2013, it is very important to review your implementation for legacy code. CRM 2011 was backward-compatible to CRM 4.0 plugins, custom workflows, and 2007 endpoints; however, these legacy web services endpoints are no longer supported with CRM 2013. Endpoint addresses will need to […]
In elementary school math classes, we were all taught how to round numbers. When given a value of 11.725 and rounding to 2 places, we know to round up to 11.73. Microsoft Dynamics CRM also does rounding for areas that use math, such as calculating the totals on quotes, orders, and so on. However, given […]
The Microsoft Dynamics CRM 2013 release is a few short months away, and it will come with some great new features. In this blog we’ll discuss one of these new features—portable business logic. Then we’ll show how you can use it to create rules that hide and show fields on a form. Portable business logic […]
Workflows are a powerful tool that CRM users utilize to create records, update records, send emails and much more. With a recent update to Microsoft Dynamics CRM, a new option was added to the administration tab that allows users to “automatically delete completed workflow jobs (to save disk space).” So what does this mean? When […]
Microsoft Dynamics CRM 2013 is sensational! It’s exciting because there are many new enhancements and advancements that will improve user experience and clarify business processes. CRM 2013 also improves usability across multiple browsers and devices. Here are the top 10 features new features of CRM 2013 that will surely profit your organization for years to […]
There may be a scenario when working in Dynamics CRM where you want to open an email activity in Outlook, as Outlook provides a richer set of formatting and usability options. Yet, if the email record is created (perhaps automatically) within CRM, you’ll want it to stay in CRM. In addition, you’ll want an easy […]
When implementing Microsoft Dynamics CRM, you may have a requirement where you need to see a selection of records filtered to only records that are associated with an earlier user selection. Some of these filters can be achieved using out-of-the-box customizations. But in some cases, you might need to achieve this by implementing some simple […]
Microsoft has released critical updates for Dynamics CRM Server and CRM 2011 Outlook Client. Both of these updates are intended for users who are currently on Update Rollup 11 (UR 11). The UR 11 Critical Updates for the CRM 2011 Server is targeted to users who can’t upgrade past UR 11 for compatibility reasons. An […]
While implementing a CRM solution, you might run into a situation where you need to run a complex on-demand workflow in Dynamics CRM on lot of records—say, more than 1000. This task may take some time, given the fact that you can select only 250 records at a time to run an on-demand workflow in […]
As you may or may not have heard, a new version of Microsoft Dynamics CRM called CRM 2013 is headed our way! This blog will discuss items to review while thinking about this upgrade. The CRM 2013 upgrade path requires the CRM system be on CRM 2011. Those currently running CRM 4.0 or earlier will […]
If you want to create a Dynamics CRM 2011 form pop and automatically populate fields in the form, one of the best ways to get the job done is to use query string values. CRM 2011 supports the option to populate fields using query strings. By populating the fields with a query string in CRM […]
It’s very common in certain types of sales for reps to spend a good portion of their time making calls or visiting prospects. In this case, the data entry needs to be quick and NOT require going to multiple places to enter data. Did you know that sales processes can be streamlined with a multi-entity […]
Impersonating a Dynamics CRM user is fairly straightforward in server-side code and using SDK. We have covered it before in the blog post How to Impersonate in Microsoft Dynamics CRM. But how can we do this in client-side code, specifically Silverlight? The first obvious approach would be not to use the context to obtain service, […]
There are a lot of benefits to working with role-based forms in Dynamics CRM, as listed in our blog on pros and cons of role-based forms. But one challenge comes when teams using role-based forms need to see different behavior with the fields on each form. For example, one team needs to see Section A, […]
You may already know that phone calls and tasks are the most common Dynamics CRM activities. The December 2012 Update for Microsoft Dynamics CRM (a.k.a Polaris) has made adding phone calls and tasks to accounts and contacts even easier and more convenient! Activities can now be created right within the account or contact form, so […]
After Update Rollup 12 was released for Microsoft Dynamics CRM 2011, we noticed a few quirks. Yesterday we talked about not being able to convert a lead after the update. Here’s another one for you: we noticed that in some situations after the update, the case entity’s ribbon was missing. Intriguing! Luckily, this only applies […]
You may remember our post on running Microsoft Dynamics CRM on Mac OS X from a few months back. Back then, we utilized a handy virtualization tool called Parallels to run a virtual instance of Windows 7 on Apple’s Mac OS X, and thus we were able to run Dynamics CRM and Dynamics CRM for […]
Due to their unique attributes, Campaign Responses in CRM 2011 are incredibly useful for tracking ROI of Marketing. Like the simple example below, this blog will help you determine if and how Campaign Responses may fit into your CRM architecture as it is designed to support your sales and marketing strategy. The traditional use of […]
Sometimes the out-of-the-box lookup field in CRM 2011 does not have the advanced query capability that a user needs to find a record. The query may go beyond a basic filter, or it may even include data from an external application. In this case you may need to create a custom SSRS report to find […]
For most customers of Microsoft Dynamics CRM, the December 2012 Service Update (code name “Polaris”) has recently gone from “coming soon” to “HERE!” Microsoft has started to upgrade Microsoft Dynamics CRM Online customers and plans to continue doing so through the end of the month. See Microsoft’s Resource Center to find out What’s New. On […]
Dear Joe CRM, Since the state and province fields in Contacts, Leads and Accounts are single line of text, our users are able to enter states and provinces however they want. This means Minnesota might be entered “Minnesota,” “Minn,” or “MN,” depending on who enters it. This makes searching for people or accounts by state […]
One feature that can be difficult to achieve in Dynamics CRM without some development help is automatic unique numbering of entities. The ability to have Accounts, Phone Calls, or any custom entity that you create assigned a custom unique ID can be a huge aid in organizing and tracking records. To help with this, PowerObjects […]
SQL Server 2012 and CRM 2011 The release of SQL Server 2012 takes CRM 2011 performance, scalability and business intelligence to new levels, and the Microsoft Dynamics CRM Q2 2012 update will allow users to harness the power of these advancements. We’ll be covering a lot of this material at our upcoming PowerConnect event on […]
Seven PowerObjects peeps ventured out to Seattle for the CRMUG annual Summit last week. The week started out with a bang when Alex Fagundes and Gretchen Opferkew led a 4-hour class on Managing Your Contact Lifecycle on Monday afternoon. Then over the course of the Summit, PowerObjects presented 11 educational sessions!! CRM Overview For those […]
It’s been over a year since Microsoft introduced the concept of Role Based Forms in CRM 2011. In that year we’ve run into scenarios where they make a lot of sense, but we’ve also discovered a few things to consider when using Role Based Forms. We’ll discuss things to consider and rate them as Pros […]
In complex implementations, we often have very lengthy requirements regarding custom ribbon buttons and when they are enabled and when they are disabled. The challenges of implementing such rules has already been covered in this blog post on enabling and disabling ribbon buttons. The issue we’re going to tackle this time is actually bit more […]
We’ve already covered some basic truths about CRM 2011 date and time. In this post, we’ll focus on how to avoid date-only fields from showing different dates in different time zones. A common problem that arises unexpectedly for many CRM users is when a date-only field shows a different date for users in different time […]
Introduction In Part I of Tracking Opportunity Revenue by Keyword, we discussed the mechanics of how to tie a keyword used in a search engine marketing campaign to an opportunity in Microsoft Dynamics CRM 2011. In Part II, we will discuss a method for determining the revenue generated by the specific entities of each search […]
In this post, we’re going to cover how to effectively approach Microsoft Dynamics CRM 2011 ribbon customization using Scott Durow’s Ribbon Workbench. For this tutorial I am going to create a few web resources within CRM including a HTML file that can be updated by another CRM user. We’ll create a button for other CRM […]
Recently, a Microsoft Dynamics CRM customer noticed a difference in functionality when creating a new Contract record and creating a new Contract record from a Contact. Today we’ll explore how this relates to CRM 2011 relationship mapping. As you can see below when creating a new Contract record from the Contract entity and selecting the […]
Did you know that you can use Dynamics CRM offline? You can! To be more specific, the Microsoft Dynamics CRM 2011 Outlook Client offers the ability to take Microsoft Dynamics CRM for Outlook offline. Get the Microsoft Dynamics CRM 2011 Outlook Client directly from Microsoft. What does going offline mean? When you go offline, Microsoft […]
Did you know that Microsoft Dynamics CRM 2011 is flexible enough to be used as vendor management software? It can help with the following areas: Gain a 360 degree view of all vendors information, including: contacts and communications Connect vendors to other customer-focused efforts such as, customer records, opportunities, orders, and projects Connect vendors to […]
When you create a new Dynamics CRM entity, you have the option to select Notes and Activities to add to each record. If you aren’t sure if you want to display Notes and Activities on the entity, leave them unchecked. You can always circle back and add Notes and Activities to your entity If you […]
If you were to imagine a custom form in Microsoft Dynamics CRM where you could select any entity and any field on that entity you would realize a few things about option sets. To enter and support every entity and field would be a daunting and impossible task. Even if you were to spend the […]
One of the things we ran into with our recent upgrade projects (Microsoft Dynamics CRM 4.0 to CRM 2011) is that there are a lot of tabs with IFRAMEs to custom pages on the contact form. The CRM 2011 form load performance was very slow after the upgrade where we are loading all the IFRAMEs […]
As most people who work with CRM 2011 on a daily basis know already, there are some cool customization tricks in CRM 2011 that can enhance the user experience. I recently came across an opportunity to combine multiple new features into one form. NEW 2011 Features used: Hiding a section OnLoad – without code Using […]
One of the cool features in CRM 2011 is the ability to customize the Ribbon bar (on the entity form as well as in the Lists). One of the most common requirements is to have custom buttons available on a form ribbon bar. This can be done by adding the Custom Button Xml to the […]
Lately we’ve been creating Dynamics CRM map reports as a cool way of visualizing data. Using the SQL Reporting Services Map Wizard in Report Builder 3.0 or Visual Studio 2008/2010 you can quickly build a Map reports using CRM data. Map integration has been a popular customization for several years and you will need some […]
Well here at PowerObjects we are super excited about Christmas, but just around the corner is something we are even more excited about! The Microsoft Dynamics CRM 2011 global launch event. Mr. Ballmer did reach out to me, JoeCRM, but unfortunately my schedule was full and I decided to stay put in Minnesota and participate […]
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 […]
Default behavior of CRM is to display Related Entities in the Navigation pane of the Primary Entity. A little bit of tweaking in form JS can give us multiple customization options. In the example below, we remove Entity from the navigation pane and display its associated grid view in a new tab on our Entity form. Similarly image […]
Top 5 Reasons to Attend Convergence Education Learn how you can maximize the full capabilities of your Microsoft Dynamics investment and get the most of your solution Networking Network with your peers, business connections and Microsoft product experts First Looks Get a first look at new product releases and technologies from Microsoft The Experience Experience […]
Are you currently using Parature with your Microsoft Dynamics CRM system? Then PowerObjects’ PowerKB for Parature add-on may be the solution for you. The PowerKB for Parature add-on allows you to add a web resource on any entity in CRM, giving CRM users the ability to search their organization’s Parature knowledge base right from within their Dynamics CRM records. With this solution, when you open a record that has the PowerKB for Parature web resource deployed on it, the solution will automatically pull related Parature articles into a sub-grid on the form for the CRM user to review.
Are you ready to get started on your CRM implementation? In this 30-minute webinar we’ll review the final checklist to ensure you have everything lined up to begin your implementation journey. We’ll make sure have the right team, the right resources, and the right plan to make it happen. You’ll come away with the confidence to lead the adventurous expedition to CRM success!
Choosing the right team can make or break this journey to the summit of CRM implementation success. In this session we’ll discuss best practices for layout out the CRM implementation team and give you food for thought on the qualifications of leaders and champions who will master CRM and assist other users. When you get to the last mile, you don’t want to be going at it alone. It’s time to build your team!
Whether you call it an “art” or “science”–there is a best practice for rolling out CRM with a realistic scope to ensure you reach your destination. In this webinar, you’ll learn from others mistakes as we compare and contrast implementation methodologies. You’ll discover how to pace yourself with implementing CRM features so that you can set realistic goals and reach them.
Successful CRM implementation is often about planning, and in this implementation we’ll look at some of the tools use along the way. From project documents and plans to analytics, you’ll come away with confirmation of what you know and ideas for things you probably hadn’t thought about. We’ll discuss the “gear” we use for communication on a project with multiple moving parts and people.
In your CRM implementation, you’re looking forward to the summit–completing your rollout and the breathtaking view. But first, let’s take some time to learn from those who have gone before you. In this webinar, you’ll pick up some great tips on how to implement CRM successfully, as well as where to find resources and more learning for the journey. You’ll receive a checklist of things you need to start planning before you begin the climb!
Tip #1: CRM must provide users value. With the rest of the 29 tips in this 30-minute webinar, we’ll show you just how to do that. Find out what your organization has done right and what you want to improve, and come away with at least 2 or 3 things you know you can do right away to drive more demand for CRM in your organization
No PowerPoints–this 30-minute webinar is all real, all demonstration of the new CRM 2013 Spring Wave customers service features. It’s time to rip off the cellophane and breath in the “new CRM” smell! We’ll look at all the changes in functionality, as well as the changes in forms. We’ll look under the hood at what’s new for those who design CRM and administer the system. You’ll come away with a really good understanding of what’s new in the product.
Every user’s experience is important when it comes to Microsoft Dynamics CRM – the easier it is to use, the more likely the users are to use it! So why not make it easier for your people to find, edit and view things in Dynamics CRM? With the help of a few of our powerful PowerPack add-ons, the user experience can be greatly enhanced. The PowerFind and PowerGlobalSearch add-ons make it quick and easy to find the records you’re looking for; the PowerOneView add-on let users see all activities and related records in one place; and the PowerGrid add-on allows users to edit record in a view inline! Join our PowerPack Pro, Cecilie Svensgaard, to take a look at how these wonderful PowerPack tools.
It’s time to stop talking and start showing Dynamics Marketing. This 30-minute webinar will give you a demonstration overview of the features of Dynamics Marketing. You will walk away an understanding of the look and feel, as well as the depth and breadth of the solution. Not only will you hear about the capabilities, but this webinar will point you to additional resources where you can explore more of the functions of Dynamics Marketing.
When planning your CRM training, there are several best practices that can be the difference between success and failure. In this 30-minute webinar, we’ll look at the pros and cons of various training options including in-person instructor-led training, web-based training, and eLearning. Discover the ingredients to successful training and come away with a plan to make your CRM training more effective.
With PowerMailChimp, CRM users can keep track of subscribers using CRM marketing lists, saving time from having to export subscribers into a third-party database, and automatically track valuable send, open, click, bounce and unsubscribe statistics back into CRM, allowing users to keep track of all customer interaction in one place – their Microsoft Dynamics CRM!
we’ll look at the major influences for those who have chosen to upgrade to CRM 2013 and why an organization might be interested in the new features of CRM released this spring. This 30-minute webinar will point you to additional resources on making the upgrade decision.
If you are embarking on the exciting journey of CRM implementation, you may feel like “I don’t know what I don’t know!” This session will point you to critical resources that everyone should know in order to get CRM success. We will go through an implementation checklist so you can make sure you’ve got all your bases covered and get off on the right foot. From this 30-minute webinar, you’ll take away the confidence to lead your organization to new CRM heights!
Ever wish you could edit records right within a view in Microsoft Dynamics CRM? With PowerObjects’ PowerGrid you can! PowerGrid enables users to consolidate their editing process by selecting an entity and a pre-defined view from that entity, system or personal, and edit those records from the grid without having to open each individual record. Inline editing makes it fast and easy to edit records, add new records, or remove records without ever having to navigate away from the PowerGrid screen.
On Demand Webinar Summary: The PowerWebForm add-on for Microsoft Dynamics CRM, which gives users the power to pull information from their web forms directly into CRM, has been available (and quite popular!) for quite some time now. However, whether you’re new to the add-on, or you’ve been using it from day one, there’s lots of features that can provide some pretty awesome enhanced functionality on your web forms.
In today’s economy, organizations in the financial services industry need to find a way to attract and retain customers – and that is through delivering outstanding customer service. PowerObjects will tailor a Microsoft Dynamics CRM solution that will empower your team to become trusted advisors to customers, increase customer retention, boost profitability, and proactively manage risk while helping to increase managed assets and reduce administrative costs. PowerObjects has the experience and expertise to develop effective solutions for Financial Services in the areas of wealth and asset management, insurance, banking, and more.
Tired of answering phone calls and the subsequent scramble that ensues to pull up the caller’s record in CRM while the caller is waiting on the other end of the line? With PowerPhone, a Dynamics CRM 2013 CTI add-on, you no longer need to worry about that! When a call comes in, PowerPhone will pop open pulling up the caller’s CRM record for you. If the caller’s number is related to multiple records, the application will pull all related records into a grid and you can select which record you would like to open. Lastly, if the caller is not related to any record in your CRM system, PowerPhone will pull open a search screen where you can conduct a search for the caller.