Updating the Pipeline Phase Prefix Numbering in Dynamics CRM
February 2, 2015

When implementing Microsoft Dynamics CRM for an Opportunity, you may come across a requirement where you will need to add or change the default set of the stage category. Any

Use PowerPack Add-on PowerEmail to Track Your Emails!

Do you use currently use Microsoft’s Dynamics CRM to send emails? With our PowerPack Add-on PowerEmail, it is possible to track: if and when an email was opened, the last

Manage Dynamics CRM with Multiple Synchronized Email Accounts
January 30, 2015

In today’s business landscape, technology is ever-changing and moves quickly. It is not uncommon for an individual to conduct business using many different email accounts. The synchronization of the Microsoft

Value-Based Contracts = Innovation in Care Coordination

Since the Patient Protection and Accountable Care Act (PPACA), the health care industry has been actively working to transform the health care industry in many ways. Earlier this week it

Testing Incoming Mailbox Configuration for Server Side Sync
January 29, 2015

Here is a quick blog for those of you setting up server side sync in Dynamics CRM: If your Email Server Profile is set to “Credentials specified by a user

Testing Your TAPI Driver for the Dynamics CRM PowerPack Add-on PowerCTI
January 27, 2015

PowerCTI is a PowerObjects CRM add-on that bridges your phone system and CRM by searching the configured CRM records and displaying those that match the incoming phone number. PowerCTI will

Retrieve and Create Attachments Associated To Notes of an Entity in Dynamics CRM
January 21, 2015

You may have a need to retrieve attachments and create attachments associated to notes of an entity in Microsoft Dynamics CRM. We have provided the sample .net code that shows

Modifying a View in Dynamics CRM 2013 to Create a Personal View
January 13, 2015

In this blog we’ll briefly describe the steps to modify a view in Dynamics CRM 2013 to Create a Personal View. A view is a saved listing of information related

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

Workaround: Show Company Name in Lead Views in Dynamics CRM
January 9, 2015

For an undetermined length of time, there has been a bug detected in Microsoft Dynamics CRM when you are using Advanced Find for Searching CRM. You will find that you cannot

The Art of Campaign Design: Marketing Automation in Microsoft Dynamics Marketing

With the Microsoft Dynamics Marketing campaign design, you will become a marketing campaign Van Gogh. Campaign building couldn’t be easier using the visual designer, and just like the old masters, you’ll soon

Key Considerations for Writing Scripts for Dynamics CRM for Tablets Application
December 31, 2014

Microsoft Dynamics CRM for Tablets (aka MoCa) uses the same form definitions that are used in the web application. Any JavaScript code added to form event handlers or ribbon commands