child cases
How to Increase the Number of Child Cases a Parent Case Can Have
October 7, 2016

Have you ever needed to be able to associate more than the default number of child cases that a parent case can have in CRM? Out-of-the-box CRM allows for a

tips-and-tricks
Light Side or Dark Side? Personalize Dynamics CRM 2015 with Themes
December 14, 2015

Microsoft Dynamics CRM 2015 Online – Update 1 introduced a brand new feature, CRM Themes. With Themes, organizations have the ability to uniquely brand their CRM system using colors, imagery,

tips-and-tricks
JavaScript Best Practices for Microsoft Dynamics CRM 2015
October 9, 2015

One of the great features of Microsoft Dynamics CRM 2015 is that it has the ability to write JavaScript to interact with the system. JavaScript has many capabilities, and it’s

tips-and-tricks
Behind the Scenes with the PowerObjects Blog: A Dynamics CRM Workflow in Motion
September 30, 2015

If you’re reading this, there’s a good chance you are already familiar with our PowerObjects blog. A lot goes into producing the best Microsoft Dynamics CRM blog in the world,

tips-and-tricks
Customizing Entity Icons in Microsoft CRM 2013 and 2015
September 9, 2015

Microsoft Dynamics CRM 2013 and 2015 can be customized in many ways to best suit your business needs. When a custom entity is created in CRM, a default icon is

tips-and-tricks
Changing the Color of Custom and Out-of-the-box Entities in CRM 2015
July 28, 2015

Prior to the Microsoft Dynamics CRM 2015 Update 1, users were only able to use the default tile colors for all out-of-the-box and custom entities. With Update 1, however, system

tips-and-tricks
Clearing a Field Value Using Business Rules
June 19, 2015

Business Rules are an excellent way to achieve simple validations without coding in CRM. The Spring Release of Dynamics CRM 2015 has enhanced the functionality of the Business Rules defined

development
Q & A: Dynamics CRM and NuGet
February 23, 2015

If you’ve done any custom .NET development against Dynamics CRM you’ve undoubtedly downloaded the Dynamics CRM SDK and run a few of the samples to get a feel for how

dynamics-365-for-sales
Organizing Sales Literature in Dynamics CRM
June 27, 2014

Sales literature is an important informational resource sales people use to present a product or service, many times to introduce potential customers to an offering at the beginning of the

customizing
Adding Columns to Marketing List Members Sub-Grid in Dynamics CRM 2013
June 10, 2014

When you are working with Marketing Lists in Dynamics CRM 2013 you may want think about additional functionalities such as adding columns to a marketing list members sub-grid, as opposed

customizing
Displaying a Filtered View in the Site Map in CRM 2011
March 8, 2013

Most organizations use Dynamics CRM to track their Accounts and Contacts, but they also track other companies with whom they work. It’s common to use the Relationship Type field on

customizing
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