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  • Blog Post: PowerObjects is happy to have such great Customers on Microsoft Dynamics CRM

    So every now and then we like to blog about accomplishments! Last week at Convergence we were able to get up on stage with our wonderful customers and share in the success of some great projects. So much goes into a success like this it is impossible to thank everyone enough – and then to get to do...
  • Blog Post: Scheduling Duplicate Detection in Dynamics CRM 2011

    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...
  • Blog Post: Microsoft Dynamics CRM Data Import – Setting Primary Contact Field

    In Microsoft Dynamics CRM 2011 , the out of the box import tools have been greatly improved. Recently, I was working with a client to import their Accounts and Contacts from a spreadsheet. Best practice is to import your Accounts first and then import your Contacts. The reason behind this best practice...
  • Blog Post: Deactivating and Removing System Views in Microsoft Dynamics CRM 2011

    Problem solving is in the DNA of a CRM superhero. So, when a client recently asked me if it was possible to remove some the default system views in Microsoft Dynamics CRM 2011 from their system, I was on it like a flash. The client was finding that views like 'All Opportunities Opened This Week'...
  • Blog Post: Hiding Fields in Microsoft CRM 2011

    You gotta love the power of customization in Microsoft Dynamics CRM. Here's a neat feature new to CRM 2011….hiding system locked fields without using custom java code. In Microsoft Dynamics CRM, there are many great features and functionality to handle Read More +
  • Blog Post: When to use a Global Option Set vs. a Custom entity

    One of the great features in MS Dynamics CRM 2011 is Global Option sets. A global option set, sometimes called a global pick list, provides a common set of options that can be used by multiple entities to set attributes. This is a great feature but there is a draw back from using the Global Option set...
  • Blog Post: Images in your CRM reports – PowerPhoto with FetchXML Reports

    PowerPhoto is one of the usability add-ons developed by PowerObjects. One of the cool features of this add-in is that it is built within CRM using Custom Entities and a Custom Silverlight page – The photo itself is stored (encoded) in a database field. Now, let us see how we can use these images...
  • Blog Post: Creating a Dialog in CRM 2011

    New to CRM 2011 is a process called Dialogs. Dialogs are a question and answer format that can be run on-demand or as a child to another process. As the user answers each question, the information can be stored in a record, used in a search or a number of other possibilities. Dialogs are often thought...
  • Blog Post: Mobile Express with CRM 2011

    I was doing some CRM 2011 End-User training last week for an organization and we discussed employees being able to access CRM data from their Mobile Devices and how this would make their business much more efficient. One of the great out of the box features of CRM is the ability to access their CRM data...
  • Blog Post: Microsoft Dynamic CRM add-ons in an App Store experience

    OK, well I haven’t done a grind the axe blog for a while so here I go J With the launch of the latest version of MSCRM one of the things we were most excited about was the Dynamics Marketplace – finally a solution from Microsoft that let us stick to being a professional services firm, but give...
  • Blog Post: Creating an Email Template is quick and easy in CRM 2011

    Do you find yourself drafting the same email over and over again as you work to gather client data needed for your business processes? Do you go searching for a sent email to copy and paste text from? In Microsoft Dynamics CRM it’s easy to create an email template to use over and over again to...
  • Blog Post: CRM 2011 Queues and Offline Access

    Among the exciting features introduced in CRM 2011 is the ability to use queues with any entity type. This allows an organization to assign work to a user or team, and work can now exist in forms other than incidents/cases. Whether an entity is “queue-enabled” is configured in the entity...
  • Blog Post: Report Scheduling and Email Subscription in CRM 2011

    Microsoft Dynamics CRM 2011 offers report scheduling for creating report snapshots. There are a few reasons to use this report snapshot functionality Send as a SQL Report Server email subscription Cache ‘point-in-time’ snapshots Use as the user-run report for especially long-running...
  • Blog Post: Welcome to 2011

    To paraphrase the great Will I. Am: “I got a feeling, that this year is going be a great year, woo who”. Yes, I do “got” a feeling….How could I not? In like 12 days my good friend Steve Ballmer will be taking the wraps off of Microsoft Dynamics CRM 2011 . With this sentinel...
  • Blog Post: Dynamics CRM Enterprise Configuration – Lessons from the trenches

    Often organizations do a pilot or a proof-of-concept implementation to test if an application will provide the perceived value results. This process allows the organization considering Dynamics CRM to understand the value and determine any potential issues that may impact an Enterprise deployment with...
  • Blog Post: Service Scheduling Part 2 in Microsoft Dynamics CRM

    Business Issue I need to schedule my people and equipment resources to provide a service to a customer. Solution One of the most underutilized areas in Dynamics CRM is its Service Scheduling functionality. Service Scheduling in Microsoft Dynamics CRM helps organizations track the service...
  • Blog Post: Global Search for Microsoft Dynamics CRM

    CRM is an awesome tool for storing your leads, contacts, and accounts. But one of the items it is missing is a search box to quickly search leads/contacts/accounts. This is actually a fairly straight forward component to build to customize CRM. One of the tools we have created and use often is our ‘global...
  • Blog Post: Using Workflows To ‘Fix Stuff’ on thousands of records in Dynamics CRM

    Workflows in dynamics crm 4 allows us to easily manipulate records, change data, and do various things. In addition to being great for automation, they are great for ‘fixing stuff’. For example, let’s say after a big data migration you forgot to set the primary contact on your accounts...
  • Blog Post: Tips for End User Training Success for Dynamics CRM

    Is your CRM go-live date fast approaching? Are you struggling with how to organize and plan for your upcoming training sessions? At PowerObjects, not only do we design, build and implement Microsoft Dynamics CRM and XRM solutions, we also do quite a bit of end user training for these solutions. A...
  • Blog Post: Shortcuts Rock for Microsoft Dynamics CRM

    One of the things that sets MS CRM apart from some of the other options that are available today for CRM is the native integration – or as I like to call it – the “super duper embedded-ness” of Dynamics CRM into Microsoft Outlook. It seems like integration with, or the ability to “work...
  • Blog Post: The best Microsoft Dynamics CRM event ever!!

    Well for all of you anxiously awaiting the release of the official agenda – here it is. We decided it was about time to put on a local event that focuses on Dynamic CRM and to bring our community together. We took the approach of what all we could pack into a day of learning that would drive the most...
  • Blog Post: Dynamic System Views in Microsoft CRM 4.0

    “How can I have my own default view open automatically?” “Can we hide some of the system-defined views as we are not using them?” I have had to answer similar questions in almost every CRM project I have done, especially in XRM implementations as the out-of-box system views...
  • Blog Post: Updating Attributes that are not being used in Dynamics CRM

    Have you ever tried using the advanced find tool, only to find yourself staring at a REALLY long list of field names? On one hand, this is great because it truly gives you the ability to search every field within the CRM system to define exactly what it is that you are looking for. On the other hand...
  • Blog Post: MS Dynamics CRM installation ASP.NET 2.0 is not installed

    We first encountered this error while reinstalling mscrm on a server that had changed by being demoted from a single server domain controller with Microsoft Dynamics CRM , joined to a new domain and had the server name changed. We first tried reregistering ASP.NET via the command line below with...
  • Blog Post: Microsoft Dynamics CRM Workflow for copying addresses

    By default, every new Contact that is created from an Account in Dynamics CRM will have its address mapped from the Account. This is by design to save time when entering new Accounts and Contacts into the MSCRM system. Every now and then, it is necessary to change or update Account/Contact addresses...