Will it Excel Template? Overcoming Common Obstacles of Excel Templates
September 29, 2017

Excel templates are a fantastic option for analyzing and presenting Dynamics 365 data in a repeatable manner – learn how to present your data in this blog.

Microsoft’s New PowerApps
Microsoft’s New PowerApps Makes Building Business Apps Easier
January 27, 2017

PowerApps is a new service for building and using custom business apps that connect to your data. It also works across the web and mobile – without the time and

Office 365 and Dynamics 365
The CRM Minute: Office 365 and Dynamics 365 – The New “Dynamic” Duo [VIDEO]
January 11, 2017

Office 365 and Dynamics 365 go together like peanut butter and jelly, which means that here at PowerObjects, we love talking about BOTH! In today’s episode of The CRM Minute,

Dynamic Excel Document
Exporting to an Existing Dynamic Excel Document from Dynamics 365
November 11, 2016

When exporting data to a dynamic Excel document from Dynamics 365, do you ever find yourself wishing there was a way to add your new Excel document to an existing

Update Business Process Flows in Bulk with Dynamics 365
How to Update Business Process Flows in Bulk with Dynamics 365
November 9, 2016

Business Process Flows are a powerful tool in Dynamics 365 for helping users follow processes and populate records correctly. When you understand the best practices and the branching logic of

Export to Excel
Opening a “Blocked” Export to Excel File in Dynamics CRM
October 26, 2016

Have you ever run into an issue when using the Export to Excel feature within Microsoft Dynamics CRM where the file successfully exports, but does not open in Excel? If

tips-and-tricks
Analyze that Data with Microsoft Power Query for Excel
May 23, 2016

Microsoft Power Query for Excel is not only one the most effective ways to view and analyze data from Dynamics CRM, but it is also a flexible and easy solution

crm-2016
Dynamics CRM 2016: How to Easily Generate Excel Templates
May 20, 2016

The ability to quickly generate Excel spreadsheets is an exciting new feature included with Dynamics CRM 2016. The feature allows you to create Excel templates tailored to display dynamic data

tips-and-tricks
Export to Excel: Understanding the Difference Between Static Worksheet and Static Worksheet (Page Only)
February 22, 2016

Learning to export to Excel in CRM is pretty straightforward and easy! However, even if you’ve worked with exporting to Excel before, you might not be aware of two little-known options

troubleshooting
How to Open a Dynamics CRM XML File on a Windows 8 or 8.1 Device
July 10, 2014

Suppose you have a fancy new Windows 8 or 8.1 (“Blue”) laptop. You are digging the slick user interface of Dynamics CRM 2013 but need to export some data to

customizing
Importing and Updating Records in Microsoft Dynamics CRM
August 1, 2013

When it comes to importing and updating records in Microsoft Dynamics CRM, there are two distinct functions: importing records using the import wizard and updating existing records by exporting to

addons
How to Create a Power View Report in Excel with CRM Data
May 30, 2013

What is Power View? Power View is an add-in feature of Microsoft Excel 2013 and is also an add-in for SQL Server 2012 Reporting Services. Power View offers additional visualizations