Data Management and Integration Using Data Entities – Part 3
February 8, 2018

In part 3 of our blog series on Dynamics 365 Finance and Operations data management and integration, we continue to explore various integration types using data entities.

The American Birkebeiner Ski Foundation: Event Management with Dynamics 365
January 17, 2018

See how The American Birkebeiner worked with PowerObjects’ PowerSuccess program and PowerPack add-ons for marketing automation to plan and execute one of the largest ski races in North America. Watch their story!

Data Management and Integration Using Data Entities – Part 2
November 14, 2017

In part two of our Finance and Operations: Data Management and Integration series, we will cover detailed information on data management and integration using OData Services.

Data Management & Integration Using Data Entities – Part 1
November 10, 2017

Today we will review the Data Management & Integration using Data Entities in the Dynamics 365 for Finance and Operations application.

Duplicate Detection in CRM: Clean Data is Happy Data
December 28, 2015

Duplicate detection is sometimes neglected in the day-to-day management of CRM, but it plays a huge role in data quality and should definitely not be overlooked. In today’s blog, we

Recurring Bulk Deletion in Dynamics CRM 2011
August 28, 2013

In order to keep Microsoft Dynamics CRM clean and conserve data storage space, it is important to eliminate old, unnecessary, or even incorrect data. One option to remove this data is

Duplicate Detection and Security Roles in Dynamics CRM
August 6, 2013

The duplicate detection functionality in Microsoft Dynamics CRM was developed to help you maintain integrity of your data. You can configure duplicate detection rules for any entity in CRM. The

Minimizing Data Storage in Microsoft Dynamics CRM
July 22, 2013

Dynamics CRM is a great tool for many things; tracking sales opportunities, managing cases, and tracking activities. One of the few things that should not be done in CRM: document

11 Dynamics CRM Data Migration Tips
May 8, 2013

Data migrations can be complex. Whether you are migrating from to Microsoft Dynamics CRM or from another contact management solution, you will come across challenges with data. This blog

Scheduling Duplicate Detection in Dynamics CRM 2011
March 1, 2012

Keeping your data clean within CRM can be large responsibility. Scheduling duplicate detection in Dynamics CRM 2011 can help keep our data clean with minimal effort. First, navigate to Duplicate

Importing Lookup Values Using CRM 2011 Data Import Wizard
December 15, 2011

Microsoft Dynamics CRM 2011 has come up with cool new features and enhancements to the Data Import Wizard. (See CRM 2011 Data Import Wizard post from October 2010) Another cool

Mass Editing Dynamics CRM 2011 Records using Microsoft Excel
September 27, 2011

What’s the Situation? I need to mass edit Dynamics CRM 2011 records and I need to make changes to more than 250 records at a time. How do I accomplish