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Related Posts
Blog Post:
How to programmatically set the status code field of a Dynamic entity
Alex Fagundes - PowerObjects
If you are working on creating or updating a dynamic entity in Microsoft Dynamics CRM and got stuck on properly setting the statuscode field please read further: Assigning value to the statuscode fields is not same as assigning any other fields programmatically. It needs a bit of trick. Statecode and...
on
30 Mar 2012
Blog Post:
Microsoft Dynamics CRM Activity Feed Part 3 – Working with Rules
Alex Fagundes - PowerObjects
By Definition Microsoft Dynamics CRM Activity Feed Rules specify when posts will be automatically created for the records you choose to follow. (Make sure to read the first two installments in this series: Microsoft Dynamics CRM 2011 Activity Feed, Part 1 – Getting Started and Microsoft Dynamic...
on
12 Mar 2012
Blog Post:
CRM 2011 Error Customizing Entity Form
Alex Fagundes - PowerObjects
While working on a Microsoft Dynamics CRM 4.0 to CRM 2011 upgrade we encountered this error while trying to customize an entity form: Error: Exception of type 'System.Web.HttpUnhandledException' was thrown. Error Message: An unhandled exception occurred during the execution of the current...
on
8 Mar 2012
Blog Post:
A Tip for Notes when you create a new Entity in Dynamics CRM
Alex Fagundes - PowerObjects
When you create a new entity in Microsoft Dynamics CRM 2011 you have the option to select Notes and Activities to add to each record. If you aren't sure if you want to display Notes and Activities on the entity, leave them unchecked. You can always circle back and add Notes and Activities to...
on
6 Mar 2012
Blog Post:
Scheduling Duplicate Detection in Dynamics CRM 2011
Alex Fagundes - PowerObjects
Keeping your data clean within Microsoft Dynamics CRM can be large responsibility. Scheduling duplicate detection jobs can help keep our data clean with minimal effort. First, navigate to Duplicate Detection Jobs of Data Management in the Settings module. The Welcome to the Duplicate Detection...
on
1 Mar 2012
Blog Post:
CRM 2011 – Sharepoint 2010 Configuration and Folder Structure
Alex Fagundes - PowerObjects
Overview The Microsoft Dynamics CRM List component provides a way to obtain the document management capabilities of SharePoint in Microsoft Dynamics CRM with the appearance and behavior of Microsoft Dynamics CRM. This component also enables Microsoft Dynamics CRM to automatically create document libraries...
on
28 Feb 2012
Blog Post:
How to send an email campaign from Microsoft Dynamics CRM with MailChimp
Alex Fagundes - PowerObjects
Sending a bulk email campaign from CRM using existing marketing lists and the PowerMailChimp add-on is easy and quick. Build a marketing list or open an existing CRM marketing list and associate it to a MailChimp list. Create a new PowerMailChimp blast inside CRM: Enter a Name, Subject, From...
on
27 Feb 2012
Blog Post:
Party List fields and how to filter Custom Activity records that use them using Advance Find
Alex Fagundes - PowerObjects
A new feature in Microsoft Dynamics CRM 2011 is the ability to create Custom Activity entities. You can create a custom activity entity by checking the Define as an activity entity field. While working with a Custom Activity entity you may notice some fields of type Party List such as Customers,...
on
20 Feb 2012
Blog Post:
Modifying Microsoft Dynamics CRM Left Navigation on an Individual Record
Alex Fagundes - PowerObjects
You might already know that the most common way to remove visibility to a certain entity on the navigation in Microsoft Dynamics CRM is to remove the users access to that entity in the security role. You can also modify the Sitemap using XML or use the sitemap editor available on Codeplex . But what...
on
17 Feb 2012
Blog Post:
Microsoft Dynamics CRM 2011- Update Users Outlook Filters via Script
Alex Fagundes - PowerObjects
The Microsoft Dynamics CRM Outlook synchronization filters provide a way to granularly specify the data that is synchronized between Outlook and CRM. If the offline outlook crm client is enabled, then these filters specify the data that is available offline. These filters are defined on a per user basis...
on
13 Feb 2012
Blog Post:
Remove Connections, Notes & Attachments and Activities from an Entity in Microsoft Dynamics CRM 2011
Alex Fagundes - PowerObjects
While configuring 'Entities' in Microsoft Dynamics CRM 2011 , there is fine print warning that you are supposed to keep in mind. All is well as long as you heed the warning, but as it so often happen, we tend to conveniently forget until long after we have developed a bunch of attributes...
on
13 Feb 2012
Blog Post:
E-mail Preferences in Microsoft Dynamics CRM 2011
Alex Fagundes - PowerObjects
Microsoft Dynamics CRM 2011 allows you to automatically restrict records from being sent emails. Each lead, contact and account record comes with standard fields to let you track if that record should receive emails and/or bulk emails. The Preferences/Contact Methods section of the Lead, Contact or...
on
10 Feb 2012
Blog Post:
Dear JoeCRM – Volume #5
Alex Fagundes - PowerObjects
Dear JoeCRM, I have heard you mention Convergence , but what exactly is it? Are people going to be wearing fake elf ears, Wonder Woman uniforms and speak in Klingon? -Sign me up! Dear Sign-Me-Up, I believe you are talking about ComicCon , annual meeting of Sci-fi and Fantasy fans. While...
on
8 Feb 2012
Blog Post:
Sending Meeting Requests from Microsoft Dynamics CRM 2011
Alex Fagundes - PowerObjects
This is a follow-up up with an earlier post on Sending Meeting Requests with Microsoft Dynamics CRM which explains how Microsoft Dynamics CRM does NOT send meeting requests out of the box, and best practices is to send meeting requests from Outlook and track them in CRM. Another option for sending...
on
7 Feb 2012
Blog Post:
Contacts, Cell Phones, and Microsoft Dynamics CRM
Alex Fagundes - PowerObjects
One of the really powerful features of Microsoft Dynamics CRM is the integration between Outlook and CRM for contact management . Contacts entered into CRM appear as Outlook Contacts for the owners of those records automatically. If you have a smart phone which is connected to your Exchange, then these...
on
31 Jan 2012
Blog Post:
Microsoft Dynamics CRM and Dynamic Option Sets
Alex Fagundes - PowerObjects
If you were to imagine a custom form in Microsoft Dynamics CRM where you could select any entity and any field on that entity you would realize a few things about option sets . To enter and support every entity and field would be a daunting and impossible task. Even if you were to spend the time...
on
25 Jan 2012
Blog Post:
CRM custom reports – Issues with pre-filtering and non-searchable primary key for an entity.
Alex Fagundes - PowerObjects
We're gonna get a bit technical today. In Microsoft Dynamics CRM , one of the reasons for turning on pre-filtering for custom reporting is to associate the report with the open form (record) so that it picks up the unique identifier of the opened record and passes it to the report. So, when the...
on
23 Jan 2012
Blog Post:
How to Remove Email Queue Item from Queue in Microsoft Dymamics CRM
Alex Fagundes - PowerObjects
Every organization that sells products or services also makes sure that it provides support to its customers. We attribute their dedication to all the friendly telemarketers across the world who make sure that they call you as you sit down for dinner when, but we may be wrong. MS Dynamics CRM has exceptional...
on
18 Jan 2012
Blog Post:
Dear JoeCRM – Volume #3
Alex Fagundes - PowerObjects
Dear JoeCRM , I am confused about all this talk about JavaScript, Silverlight, Plugins and processes. They all seem to be capable of solving the same problems. Can you help me to understand the difference at high level and what to use when? -Confused Dear Confused, Main differences listed below...
on
4 Jan 2012
Blog Post:
Dear JoeCRM – Volume #1
Alex Fagundes - PowerObjects
Dear JoeCRM , We got our Sales and Marketing Director a pet CRM Consultant but it's our first one. How should we take care of them and what should we feed them? -Clueless Dear Clueless, Generally CRM Consultants are house broken and practically maintenance free. They usually love any...
on
8 Dec 2011
Blog Post:
PowerMailChimp – The Newest PowerPack add-on integrates MailChimp with Microsoft Dynamics CRM
Alex Fagundes - PowerObjects
PowerMailChimp is an awesome new way to send email campaigns directly from Microsoft Dynamics CRM . We have heard time and time again, "It would be great if I could send and track our marketing emails directly from CRM." So, we actually did something about it and partnered with one of the best...
on
6 Dec 2011
Blog Post:
Microsoft Dynamics CRM Report Drill-thru action to CRM Record
Alex Fagundes - PowerObjects
A cool capability of Microsoft Dynamics CRM reporting is to add an action to open a CRM record from a report. Not only is this cool from a CRM Superhero perspective but can save you time and mouse clicks. In this example report is a list report for a custom entity. I have a custom relationship to Accounts...
on
1 Dec 2011
Blog Post:
Thinking about moving your Microsoft Dynamics CRM to the cloud? Need some incentive?
Alex Fagundes - PowerObjects
If you currently have a Microsoft Dynamics CRM 4.0 On-Premise implementation, you may want to take a serious look at this current incentive by Microsoft and sweetened by PowerObjects . For a limited time, you can get the great price of $39/user/month AND take advantage of the Big Easy promotion that...
on
24 Nov 2011
Blog Post:
Adding Announcements to the Dashboard in CRM 2011
Alex Fagundes - PowerObjects
Announcements have been in Microsoft Dynamics CRM for years, but few companies really leveraged them because if users didn't set their homepage to the announcement screen, they never saw the notices. The advent of Dashboards has changed the game significantly since those days. You can now bring...
on
21 Nov 2011
Blog Post:
Microsoft Dynamics CRM 2011, Update Rollup 5, and the Wonderful World of Charts
Alex Fagundes - PowerObjects
The Update Rollup 5 has brought many amazing features and improvements to MS Dynamics CRM 2011 , and one of those amazing improvements has come to the wonderful world of charts! Charts are one aspect of any program that provide a great deal of information. As a matter of fact, charts reveal more than...
on
21 Nov 2011
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