The Elusive “NOT IN” Query Option
November 29, 2017

A new query option has been added to Dynamics 365 that makes it easy for users to create queries on their own using the Advanced Find tool.

Boolean Blitz: When Two Options Are Actually Three
August 2, 2016

In the course of implementing Microsoft Dynamics CRM, you will inevitably make configuration changes after records have been added to the system. When the configuration change is the addition of

Changing “Named Based On” in Fiscal Year Settings
June 30, 2016

Here at PowerObjects, we are always looking for ways to make CRM easier to use, and in today’s blog, we’ll be showing you how to change the “Named Based On”

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

Aging Using the ‘Older Than’ Clause within Advanced Find
June 30, 2015

The Microsoft Dynamics CRM Online 2015 Update 1 includes additional versions of the ‘Older Than’ clause in Advanced Find and Fetch XML. Today’s blog will delve into the specifics of

New Operators in the Advanced Find in Dynamics CRM 2015
October 15, 2014

Microsoft Dynamics CRM 2015 new release ‘Vega’ has come up with a new conditional operators in Advanced Find.  The new conditional operators are called ‘Under’ and ‘Not-Under’ respectively.  These in

Making a View of Past-Due Opportunities in Dynamics CRM
July 19, 2013

In order to maintain an accurate pipeline, it is critical for sales teams is to be vigilant updating opportunity close dates. Luckily, you can easily create a view of past-due

Dynamic Marketing Lists in CRM 2011 – No Results in Advanced Find?
April 16, 2013

Hello intrepid CRM adventurers! Today we’ll talk a little bit about Dynamic Marketing Lists. They are one of the most useful features of Microsoft Dynamics CRM 2011. One of the

Using a Custom Entity to Track Status Changes in CRM 2011
February 28, 2013

Dear JoeCRM, I want to track the different phases/statuses of an opportunity, and I also need to be able to report on those changes. The auditing feature is very useful

Performance Optimization of CRM 2011 Quick Find Queries
September 19, 2012

Quick Find is a basic navigation tool to help you find specific records in CRM 2011. Quick Find optimizations have been included in Dynamics CRM 2011 Update Rollup 10 (UR10).

Using Advanced Find to View Appointments and Recurring Appointments in CRM 2011
August 30, 2012

Microsoft Dynamics CRM 2011 has introduced the functionality to create recurring appointments within the application. One common business requirement that we have come across at PowerObjects is the ability to

Microsoft Dynamics CRM Pre-Filtering for CRM Reporting
May 31, 2012

CRM Pre-filtering is a unique feature provided by Microsoft Dynamics CRM to enable reports to be context sensitive and present the report with the Advanced Find functionality. This will greatly enhance