In Microsoft Dynamics CRM 4.0, there are very few (and complicated) options for field-level security in CRM. Here is the white paper in the "Nuts and Bolts" Series from Microsoft. Other un-supported option include disabling /hiding a field depending on the security role of the user by making a web service call to get the […]
Dynamics CRM=Great……Dynamics CRM+Analytics=WHOA – now that's what I'm talking 'bout. One of the primary reasons many organizations chose to go down the CRM implementation path is to put in place a system, or method for capturing and reporting on key pieces of data. Often times this starts in the sales organization and there is lots […]
In Microsoft Dynamics CRM 4.0 date fields, when you are looking at Activities in the Activities area, you are looking at something called the Activity Pointer. This is essentially a rollup of the various activity types (Email, Phone Call, Appointment, etc.) into a single view. When you look at the Activities area in the Workplace, by […]
The Data Import Wizard has been greatly improved for CRM 2011, taking on some of the functionality of the Data Migration Manager from CRM 4.0 and adding a few cool new features! Accessing the Data Import Wizard is done through the new Ribbon bar across the top of the screen. When you first click the […]
Another very nice feature of crm 2011 is that patches are delivered via windows updates. This means that administrators can leverage windows update services to granularly control when servers get updated, but the actual installation is fully automated. Alternatively the auto patch can also be set as in the case of our development servers – […]
Microsoft Dynamics CRM 2011 certainly has changed quite a few of the areas that users and developers alike have grown comfortable with in CRM 4.0. While there have been some significant changes to the marketing and service areas (as well as other areas), some of the biggest changes in CRM 2011 have been in the […]
One of the new features of Outlook 2010 is something called 'the People Pane.' Whenever I open an email in Outlook or an individual contact this little 'pane' will appear and show me recent emails from them, recent attachments, recent appointments, etc. Appointments and Tasks from CRM will appear in this people pane as well! […]
Recently there has been a lot of discussion around a new vulnerability in the way asp.net handles errors. The details are here: https://www.microsoft.com/technet/security/advisory/2416728.mspx Microsoft is still working on a patch, but there are ways to immediately mitigate the risks. For dynamics CRM 4, Microsoft has released a temporary update: http://support.microsoft.com/default.aspx?kbid=2421203 In addition, we advise you […]
For users of Microsoft Dynamics CRM 4.0, there are a few options for auditing changes to a record in CRM. For free open source tools, there is the Audit Plug-in available on Codeplex. Then there is the Auditing Plug-in available for download from MSDN. If you only need to audit a couple of fields, there […]
For those of us who have been using Microsoft Dynamics CRM 4.0 for years, one of the most common feature requests is the ability to send Email attachments through the bulk Email functions which include: Send Direct Email Quick Campaigns Campaigns However, the ability to add one or more attachments to an Email is included […]
This is post 1 of a series of blog posts we'll be writing about crm 2011. We decided to start with the crm 2011 email router as I'm a big fan of the email router. It rocks. For a high level over view of configuration options and commonly used scenarios for the email router, please […]
One of the features that clients frequently requested in CRM 4.0 was some type of an audit mechanism. With out of the box CRM 4.0 we were able to see when a record was changed and who changed it, but there was no way to know what fields changed and what their previous values were. […]
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 […]
CRM is an awesome tool for storing your leads, contacts, and accounts. But one of the items it is missing is a search box to quickly search leads/contacts/accounts. This is actually a fairly straight forward component to build to customize CRM. One of the tools we have created and use often is our 'global search'. […]
Overview Using the Microsoft Dynamics CRM 4.0 Data Migration Manager, you can convert and upload data from another customer relationship management (CRM) system to Microsoft Dynamics CRM 4.0. At PowerObjects we have 100's of clients on Hosted Dynamics CRM and are often helping with the migration of data. The Data Migration Manager includes default data […]
Workflows in dynamics crm 4 allows us to easily manipulate records, change data, and do various things. In addition to being great for automation, they are great for 'fixing stuff'. For example, let's say after a big data migration you forgot to set the primary contact on your accounts. You could then re-write the whole […]