How to Send an Automatic Email Response on a Case Creation
December 11, 2017

When working with case management, wouldn’t it be nice if you could notify customers that an email was received and a Case created? Learn how in this blog!

case management
The CRM Minute: Case Management Automation in Dynamics 365 [VIDEO]
May 17, 2017

Case management automation in Dynamics 365 not just provides exceptional customer service, but also makes life easier for your customer service representatives. When it comes to case management, there’s a

PowerObjects Presents a High Performance Service Webinar Series
September 8, 2016

Customer service is one of the hottest topics in the industry right now and today’s customers see service as playing a major role in determining their loyalty to a brand.

Leveraging Dynamics CRM for Care Management: The Benefits
January 12, 2015

In the healthcare industry, covering the gaps in care continue to drive discussion on patient centered care, especially as organizations move towards value-based payment contracts. Care management has been a

How to Show Case History on the Account Record in Dynamics CRM
August 27, 2013

In order to provide world class customer service, businesses need to have the ability to see everything about a customer’s interaction with their company support group. In Microsoft Dynamics CRM,

Send an Email Notification When Adding a Note to a Case in CRM
August 21, 2013

Workflows are a great way for achieving automation in Microsoft Dynamics CRM. PowerObjects has published numerous blogs already on various tips and tricks for using workflows in CRM. To add

Customer Support in CRM 2011 with PowerWebForm
February 27, 2013

Are you looking for way to extend Dynamics CRM to allow your customers to contact you and effectively manage that feedback within CRM? These types of requirements can span in

Is Your Case Ribbon Missing After Dynamics CRM UR 12? Here’s a Fix!
February 13, 2013

After Update Rollup 12 was released for Microsoft Dynamics CRM 2011, we noticed a few quirks. Yesterday we talked about not being able to convert a lead after the update.

Dynamics CRM: A Great Fit for HelpDesk Functionality
January 15, 2013

Here at PowerObjects, we know that Dynamics CRM is a great fit for just about any department in any business. But did you know that Dynamics CRM is also an

Using Teams in CRM 2011 Customer Service Scenarios
April 5, 2012

Group responsibility for customer issues is a common scenario among Microsoft Dynamics CRM clients. In the past, these groups would only have had one viable option for group management of

Use a Dialog Process in Microsoft Dynamics CRM to replace the Case Resolution Form
February 2, 2012

One of the few elements of Microsoft Dynamics CRM 2011 that is not customizable is the Case Resolution form. It is also not accessible via workflow. If more case resolution

How to create a Microsoft Dynamics CRM workflow notification that is based on the number of days that the record has been opened.
October 28, 2011

I love passing along Microsoft Dynamics CRM problem solving stories that come out of client requests. (We’re a bit passionate MS CRM if you can’t tell) Recently a PowerObjects client