Being in the role of a Dynamics Partner that focuses exclusively on CRM, we get a lot of information thrown at us about the usability of this system versus that system. After awhile they all run together as it just becomes a feature fest that doesn't really do anyone any good. Truth is that software […]
Are you getting signed out of your Outlook CRM client? Today's blog from PowerObjects and Joe CRM has the quick fix for this common issue. Most likely when this is happening, you are accessing your CRM Web Client through a bookmark or a favorite. The issue lies in the web address in your favorite/bookmarked link. […]
Well is has been a long haul with many ups and down - but I can say as of today I am finally there. Background - It is a sad story with a happy ending. As you all know the nirvana of a CRM system for the typical business user is to be able to […]
Recently we had a client who began experiencing some issues tracking their email in CRM. While the email would promote to CRM with no issue, the system was having some difficulty associating the addresses in the 'From' and 'To' fields to records in CRM. I sent the client a few test emails to see if […]
What is it? Mobile Express is Microsoft long awaited solution for mobile devices. It allows CRM data to be made available in any mobile device via a customized web interface. The organization administrator selects which entities, and which fields are made available. This will be another reason for all of you iphone and blackberry addicts […]
In Microsoft Dynamics CRM 3.0 there existed an option to update records when using the built-in Import Data Wizard. This was an extremely useful feature; we could export thousands of rows to Excel directly from CRM, update the information using Excel tools (such as Find and Replace), and then import this enriched data back into […]
Last week the Microsoft CRM Support Team released a fantastic blog outlining common Outlook CRM Client issues and fixes to those issues. This post also included some additional troubleshooting information around configuration issues, login issues and responsiveness issues. While their blog post was certainly thorough, it lacked a bit in terms of clarity and cohesion. […]
Last weekend we made Update Rollup #4 available for download for our hosted clients. Shortly after rolling out this update reports began to trickle in from users experiencing an error message which was causing the installation of the Update Rollup to fail. This message was asking users for the location of a very elusive 'client.msi' […]
CRM 4.0 - How to change SQL Reporting Services for Organization and the steps needed is profiled in today's blog from PowerObjects, an HCL Company. We often get how-to requests on how to change the SQL reporting services that an organization uses. This can be done out of the box quite easily and without the need […]
The fax machine became common place in the 1980s. Now almost 30 years later in the era of the Internet one would think that the fax machine would now be obsolete. Unfortunately faxes are not out of the picture yet and many of our small/mid sized clients face a dilemma. Do they invest in an […]
People might encounter this error frequently or after installing IE 8 with the Outlook CRM client. There could be 2 reasons for this error. If you installed IE 8, then there is a setting in the Internet zone that is set by default This setting should be unchecked. Another reason could be that Internet Explorer […]
Our team had an awesome filed trip to the Microsoft Fargo campus on Monday. We can't thank our Partner enough for rolling out the red carpet for our team - the office today is just buzzing with all the great things we learned. Here is a blow by blow of the event: Sunday - […]
Right to the point…it is not uncommon; in fact it is actually VERY common, for me to participate in a conversation with a prospective customer that goes something like this: Prospective Customer: "Show me how (insert something like pipeline or activity management or reporting, etc here) works in Dynamics CRM" To which I respond: […]
PowerObjects focuses 100% on Microsoft Dynamics CRM. We understand CRM and what it takes to successfully implement the technology. This focus causes us to look at other solutions in the market. What we have learned is salesforce.com customers are very happy with their solution. It's a web based application that allows them to manage their […]
A client recently asked me how we could use advanced find to give us a list of the Accounts that do not have any Contacts associated with them. I have been asked this question a few times in the past, and I had always assumed that it would be straightforward and a breeze to create. […]
We have been asked the question a lot recently why should I use Microsoft Dynamics CRM instead of SharePoint? SharePoint is a great tool for managing lists of data. But it does not allow you to define relationships of this data. You can write code to model your business and you can use many of […]