Timeline: The New and Improved Social Pane in D365 Unified Interfaces
June 1, 2018

In today’s blog, we’ll be looking at the new and improved Social Pane, known as the “Timeline,” which recently made its debut in Dynamics 365 Unified interfaces.

OneNote Integration
How can Microsoft OneNote help my organization take better notes in Dynamics CRM?
June 21, 2016

Microsoft OneNote is a computer program that lets users take notes, either handwritten or typed, create drawings, and attach documents, but that’s not all it can do! Did you know

How to Format Notes in Dynamics CRM
November 17, 2015

The Notes feature in Microsoft Dynamics CRM is great for capturing notes on customer interactions or for adding quick details to an account record. The only drawback with Notes is

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

Migrating Notes via Scribe Failing in Dynamics CRM
June 4, 2014

Are you using Scribe Insight to migrate Notes (annotations) and their associated attachments, but noticing the attachments are getting corrupted in the process? If so, then you may have just

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

Best Practices for Tracking Activities and Notes in CRM
July 15, 2013

Microsoft Dynamics CRM is an incredibly flexible solution. But you may have already discovered this truth: with flexibility comes complexity. In this blog we will discuss how to navigate the

A New Look for Notes With Dynamics CRM Service Update
January 29, 2013

You may have noticed that there’s a new look for notes with the Dynamics CRM service update. PowerObjects took a look at the changes, and we wanted to provide a