There are three ways to automate actions in Microsoft Dynamics CRM: workflows, JavaScript, or plugins. In this blog we will discuss the difference between them and how to choose which option is appropriate for your task. Workflows can perform tasks such as updating data or sending email. They are triggered by saving records, creating records, […]

In Microsoft Dynamics CRM 2011, you have the option to customize the ribbon and create rules for any buttons that you add. If you don’t want to use out-of-the-box rules, you can add your own custom rule using JavaScript. After you create a custom ribbon button and add a rule, you can define the rule […]

JavaScript comes in very handy when working within Microsoft Dynamics CRM, and we have a lot of blogs on using JavaScript in CRM. Starting from CRM 2011 UR 12, the getServerUrl (which returns the base server URL) and the getAuthenticationHeader method that was available pre-UR12 when referencing the Xrm.Page.context have been deprecated. These two methods […]

JavaScript comes in very handy when working within Microsoft Dynamics CRM, and we have a lot of blogs on using JavaScript in CRM. But once in a while you may experience the infamous generic JavaScript Error that looks like this… PowerObjects has many resources in order to assist you in order to find out what […]

It’s not uncommon when working with large amounts of JavaScript files, whether you’ve created them or are using third party libraries, to run into a dependency issue. It’s a significant enough problem that libraries like RequireJS exist to address it. However, when developing for CRM, coders lose some of the control over the application pipeline […]

There are many benefits to using JavaScript with Microsoft Dynamics CRM 2011, including achieving on screen automation. In today’s blog, we’ll discuss how to use JavaScript on the field type of Lookup and PartyList. In the example below, the Sender on the phone call is a Lookup field. To populate a Lookup field with JavaScript, […]

Here at PowerObjects, we use JavaScript frequently. It’s a powerful tool for Microsoft Dynamics CRM customizations. Now and then, we observe a funny quirk about how JavaScript and CRM work together. Take the JavaScript Date () function and how it relates to CRM date time, for instance. JavaScript Date() function will take year, month, day, […]

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 […]

This blog will review the JavaScript you can use to allow the user to see the ‘Price’ from the Price List for a selected Unit. If you use the Product Catalog in Microsoft Dynamics CRM 2011, this can save time. This can be used/modified for Quote Product, Order Product, or Invoice Product. The example below […]

If you enter a lot of products in Dynamics CRM, this JavaScript tip will save you time. We’ll review the JavaScript you can use to allow the user to see the ‘Price’ from the Price List for a selected Product. This can be used/modified for Quote Product, Order Product, or Invoice Product. The example below […]

While Dynamics CRM is becoming cross-browser compatible, some technologies used to customize CRM are not. For example, the use of ActiveX within CRM code will never be compatible with browsers that are not Internet Explorer. The use of ActiveX within Javascript libraries is not uncommon and any code that uses it will have to be […]

We’ve covered some great ways to use JavaScript in Dynamics CRM 2011 in previous posts. This post focuses on a use that we recently employed for a client. In Microsoft Dynamics CRM 2011 or 4.0, you may want to use JavaScript in to set the value in read-only field on a form. However, you may […]

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 […]

Dear JoeCRM, I am confused about all this talk about JavaScript, Silverlight, Plugins and processes. They all seem to be capable of solving the same problems. Can you help me to understand the difference at high level and what to use when? -Confused Dear Confused, Main differences listed below: JavaScript Client-side scripting language, running in […]

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 […]

One of the noticeable changes between CRM 4.0 and CRM 2011 is the JavaScript object model. It has changed a bit. Below are some of the commonly used functions used to manipulate CRM forms. Let us know if you have a commonly used function that should be included in the list of CRM 2011 useful […]

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) […]

We will use an ActiveX Object from the Scripting.FileSystemObject library to read and write files from JavaScript, which knows how to handle files. The parameter of the OpenTextFile function can be (read = 1, write = 2, append = 8).And here are the scripts: 1. Reading a file function ReadFile() { var FileOpener = new […]

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 how to become a pseudo-developer with business rules in CRM 2013. Today we will talk about moving business rules with static values from development to production. The new functionality in CRM 2013 Business Rules has become a go-to feature for replacing JavaScript. Where in the past, small client side requirements such as […]

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 […]

In Microsoft Dynamics CRM 2011 or 4.0, you can Add, Subtract, Multiply or Divide the values of 2 fields using a Workflow. Often times this is done using JavaScript but the step below will walk you through the process using a simple workflow. In this example, we are going to calculate the Weighted Value of […]

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 […]

Before we get to the CRM 2011 remove notes, connections, etc. functionality, let’s keep in mind a fine print warning. All is well as long as you heed the warning, but as it so often happen, we tend to conveniently forget until long after we have developed a bunch of attributes, relationships, forms, JavaScripts, workflows […]

One of the few elements of Microsoft Dynamics CRM 2011 that is not customizable is the Case Resolution form. It is also not accessible via workflow. If more case resolution information needed to be captured it typically needs to be entered on the case form and perhaps some JavaScript to dynamically set field requirements. Then […]

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 […]

I was reviewing a recently upgraded organization with a lot of JavaScript in Opportunity and Quote Products and could not seem to resolve a misleading ‘DataValue’ error. I had the exact same code on both Opportunity Products and Quote Products but the latter worked fine. I eventually disabled all JavaScript but still received the error. […]

In CRM 4.0, creating a “Filtered Lookup” was… well… kind of a pain. It required quite a bit of JavaScript on the Form in order for the filter to work correctly and if you needed to make additional modifications later on… You get the picture! Good news…in CRM 2011 filtered lookups are simple, and you […]

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 […]

I recently encountered some difficulty  firing a JavaScript event off when a bit field was marked as True. The following code worked fine when the bit field was a radio button on the form, but the event would not fire until I tabbed out of the field when I had the bit field formatted as […]

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 […]

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.

PowerObjects headquarters (HQ) are located in the Minneapolis warehouse district in the SO|HO building. Our office is less than half an hour away from the Minneapolis-St. Paul International Airport.

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!

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.

Events CRM 2013 Upgrade Training (2 Day)- Dallas Aug 19-20 Aug 19, 2014 – Aug 20, 2014 | 8:30 am CT – 5:00 pm CT CRM University now offers in-person instructor-led training for organizations anticipating the upgrade to Microsoft Dynamics CRM 2013. As you prepare to train end users for the changes in 2013, you […]

Congratulations! You are on your way to sending Newsletters, Offers and Other Bulk Emails from Dynamics CRM!   Your download should start automatically. If not, click here to download PowerMailChimp.   PowerMailchimp requires CRM 2011 Online or CRM 2011 On-premise with Internet Facing (ADFS)     If you'd like a bit more info on how to […]

Are you looking to send bulk emails out of your CRM, and track bulk email statistics back to CRM contacts, leads and accounts? Give PowerMailChimp a try! PowerMailChimp is a MailChimp CRM integration tool that connects the powerful, robust, affordable third-party bulk email platform, MailChimp, with Microsoft Dynamics CRM. Use static or dynamic CRM marketing […]

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