Social Pane
The Social Pane: Filtering Activities in CRM 2016
July 18, 2016

In Dynamics CRM 2016 there is a little known enhancement to the activity controls on the Social Pane that gives users the ability to filter on various activity types. In

Salesforce to Dynamics CRM Activity Migration
October 20, 2015

Congratulations! You’ve made the decision to switch from to Microsoft Dynamics CRM! We may be biased, but we’re pretty positive that you are going to love the features and

How to Find MS CRM Records without Activities using Advanced Find
October 1, 2015

Advanced Find is a great tool within Microsoft Dynamics CRM that allows users to find records that meet a set of criteria defined. One of the ways you can use

Surfacing Activities on Records in Dynamics CRM: The Social Pane vs. Sub-Grids
August 26, 2015

Since the debut of Microsoft Dynamics CRM 2013, the Social Pane was introduced to show information regarding activities (Posts, Activities, and Notes) on and related to records. The interface of

How to Configure the Last Activity Utility in Dynamics CRM
November 25, 2014

The Last Activity Utility was developed by PowerObjects to provide visibility to the last interaction with a client or potential client. In this blog, we’ll briefly describe how the Last

How to Expand the Email Description Field in Dynamics CRM
April 15, 2014

Have you ever gone into an email activity in Dynamics CRM and decided that you want to make the body of the email just a little bit bigger on the

What to Do with Unwanted Activity Types in Dynamics CRM
March 24, 2014

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

Activities in CRM 2013
October 2, 2013

One of the great benefits of the upcoming CRM 2013 release is the reduced number of clicks for adding activities. Everything you want to see is easy to access. This

Open an Email Activity in Outlook from Dynamics CRM
August 9, 2013

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

Best Practices for Tracking Activities and Notes in CRM
July 15, 2013

Microsoft Dynamics CRM is an incredibly flexible solution. But you may have already discovered this truth: with flexibility comes complexity. In this blog we will discuss how to navigate the

CRM 2011 Campaign Activities – How to Distribute Emails via Mail Merge
April 10, 2013

Considerations for Sending Email Blasts from CRM 2011 Campaign Activities In Dynamics CRM, users can distribute many different activities through campaigns and campaign activities to accomplish marketing tasks. There are

Rolling Up Activities to Parent Accounts and PowerOneView in Dynamics CRM 2011
March 15, 2013

We know that Microsoft Dynamics CRM allows us to create a variety of Activities for every entity. So, for example, if we create a Phone Call or Email activity regarding