Any useful CRM system will have thousands of contact, account, and activity records. In reality, though, most users work with only a small subset of these records at a given time, and usually they need the same records over and over again. Previous versions of CRM helped users narrow the list by defaulting a user's […]
Another exciting new feature in CRM 2011, is the ability to have different forms for different security roles. For Example: You may want the Account form show different fields, for different security roles to maximize the important information that is displayed for each role. Each Entity has two forms created by default: A "Main" Form […]
At PowerObjects we watch with interest when our main business partner does anything – we watch with awe as MS pumps huge amounts of R&D into a product that we have based our whole company on – Microsoft Dynamics CRM. As you can imagine with a company of nearly 50 people all doing MSCRM, we […]
Business Issue Duplicate records are being entered into the system during imports and manual entry. Solution This is the second segment of a three-part series on avoiding duplicate records. One of the critical steps in data quality is the need to ensure that duplicate records are not entered. Part 1 introduced you to duplicate detection […]
I regularly compete in a rather obscure sport where the winner and 3rd place may be separated by only a few seconds or a fraction of a second. Scoring is comprised of a combination of overall time and accuracy. The less accurate you are the more time is added to your score. If you have […]
This might not be big news out there for our customers – but something here at PowerObjects we will pound our chests about! Over the past year Microsoft has been reworking the partner program in an effort to distinguish Partners that are truly experts in certain areas. In the past, pretty much any partner you […]
Sales people rejoice! The days of painful imports of sample data into your demo systems is over! In the upcoming release of Microsoft Dynamics CRM 2011 there is a built in mechanism to import sample data into your system. This will undoubtedly be a blessing to a lot of folks (sales folks running demos, consultants […]
OK – I know most of our posts are about Microsoft Dynamics CRM … but today is a special day and I get to share a little bit about why I love this place. PowerObjects lives and breathes it core values * Always add value * Think Team * Love What You Do * Live […]
PowerObjects has been providing our PowerDashboard feature within CRM since 4.0. That said, Microsoft has really upped the ante with the new dashboard functionality within CRM 2011 and I expect them to be even more refined by the final build. You will have a tremendous amount of flexibility on how to create your ultimate dashboard, […]
Recently I had a privilege to work on a xRM project utilizing CRM 4.0 and SQL Reporting Services to create very complex Business Intelligence reports base on transactional records which were housed inside MS CRM. We had approximately: 25,000 accounts, which were assigned to one or more systemusers through sharing 3,000,000 detail transactional records, linked […]
What is my pipeline? Who are my prospects? What are my potential opportunities? Who are my key accounts for each of my distributed sales reps? Etc., etc., etc. Questions like these are all too familiar when working with a distributed sales force. Sales managers often find themselves scrambling at the end of the month to […]
In Microsoft Dynamics CRM 4.0, you cannot add Leads or Contacts to Marketing Lists automatically using workflow. This still doesn't seem to be a possibility based on what we see in the beta of Microsoft Dynamics CRM 2011. However, since Marketing Lists in 2011 can be either static or dynamic, it is much easier to […]
Many of our clients have a SharePoint document library displayed in an iframe in various entities, such as accounts, contacts, projects, etc. This works great, but often one complaint is that if a pdf file is opened, there is no way to 'go back' and user has to navigate away from the entity. A quick […]
How do you make it work you ask…. Let me show you. You have to download and install Microsoft Dynamics CRM 2011 Fetch Extension. Cool. Just jump to Resources, download the install and run. Then open up Visual Studio 2008 (have not tested with VS 2010, can't get Business Intelligence) and you will have a […]
So you're working in CRM 2011, do you know your "organization name"? I was building reports in CRM 2011 Online and started getting the wrong data in one of my reports. What had happened is someone recently added me to another instance of CRM online. Example, I'm a user in https://power1.crm.dynamics.com and someone adds me […]
Business Issue I need to schedule my people and equipment resources to provide a service to a customer. Solution One of the most underutilized areas in Dynamics CRM is its Service Scheduling functionality. Service Scheduling in Microsoft Dynamics CRM helps organizations track the service scheduling process including: Managing different service types and what resources are […]