PowerObjects- Bringing Focus to Dynamics CRM

PowerObjects- Bringing Focus to Dynamics CRM
  • Automatically Assign Account Numbers When Creating Opportunities for Accounts in Dynamics CRM

    Creating an account number is something that can be easily automated within any Dyanmics CRM system. One way of automatically creating an account number for a new account is to use the PowerAutoNumber add-on . But what if you only want to assign an account...
  • Error with ADFS/IFD URL in Dynamics CRM

    Many of our clients have Microsoft Dynamics CRM on premises and Internet Facing Deployment (IFD) / Active Directory Federated Services (ADFS). We often see a minor missing step with the setup of ADFS, which could lead to an error. For instance, you may...
  • Executing a Workflow Upon Change of Business Process Flow Stage in Dynamics CRM

    In today’s blog, we’ll go over how to create a workflow that executes on change of a stage in a business process flow , an exciting new feature in CRM 2013 . Just follow these steps: 1. Starting in a newly created synchronous workflow that...
  • What’s Coming in the Dynamics CRM Spring ’14 Wave

    Dynamics CRM is a great product and just keeps getting better. That’s especially true this spring, with a wave of updates, enhancements and new offerings that are aligned with key business needs for marketing, sales and service. You can refer...
  • Mapping Appointments in Dynamics CRM with PowerMap

    For the traveling salesperson, nothing is more exciting than a perpetual road trip in a convertible and a zeal for winning deals for their company. The top salesperson is always on the move, knowing who to meet and what to discuss during their appointments...
  • How to Expand the Email Description Field in Dynamics CRM

    Have you ever gone into an email activity in Dynamics CRM and decided that you want to make the body of the email just a little bit bigger on the form? That should be no problem, right? Just customize the form, find the description field, and increase...
  • Error When Activating/Deactivating Accounts or Contacts in CRM 2013

    If you recently upgraded to Microsoft Dynamics CRM 2013 from CRM 4.0 and are getting an error when attempting to activate or deactivate a contact or account record, we may have the solution for you! So what does this particular error look like? When...
  • Are You Getting an Error Accessing CRM via ADFS 3.0?

    Have you ever attempted to access Microsoft Dynamics CRM via ADFS 3.0 , and encountered an error like the one below? “ An error occurred. Contact your administrator for more information.” Using ADFS 3.0 and accessing CRM will result...
  • Hiding a Tab in Dynamics CRM using Portable Business Logic (PBL)

    We’ve already covered using portable business logic to show or hide a field in Dynamics CRM 2013 previously in our blog. Today’s post will cover how to hide or show tabs with portable business logic. Since Microsoft Dynamics CRM 2013 has...
  • Creating Plain Text Emails with PowerMailChimp

    PowerMailChimp is a powerful tool for sending out rich HTML emails right from within Microsoft Dynamics CRM. But did you know that you can also use this bulk email add-on to send out plain text emails? Plain text emails are a great way of sending out...
  • Create a Marketing List to Follow Up on Your CRM Bulk Email Campaign

    PowerMailChimp is one of many PowerPack add-ons that provides specific functionality to your Microsoft Dynamics CRM system. This add-on gives CRM users the power to perform their bulk emailing out of CRM while automatically relating the send, open, click...
  • Tips for Using Mail Merge in Dynamics CRM 2013

    In these days of constant email, sending personalized mail can be a great way of keeping in touch with your customers while making each of them feel special. Microsoft Dynamics CRM helps you do this through the Mail Merge process. For example, if you...
  • Need Quick, Accessible CRM Training? Join Us for the CRM University Online Series!

    PowerObjects has recently rolled out CRM University, a new initiative that provides a host of Microsoft Dynamic CRM training opportunities both in-person and online. As part of this new initiative, we are kicking off our first CRM University Online Series...
  • Fixing the Plugin Registration Tool Error in Dynamics CRM

    PowerWebForm is one of our nineteen Dynamics CRM PowerPack add-ons . It is a great tool that allows you to develop custom web forms and post them on a website. It then lets you capture information from the web form and instantly pull that information...
  • Lookup Types and Customizing Lookups in Dynamics CRM

    When customizing lookups in Dynamics CRM, you may run into a scenario where you are unable to assign Accounts to Users, but can assign Account records to Teams. Here is what the lookup will look like when trying to assign Account records. Everything...
  • CRM 2011 Dialogs: Preventing Users from Going Back With Child Dialogs

    If you are building a dialog for CRM 2011 and need to have it trigger an email or create a record or do some other action (like case resolution ), you should be aware that the Previous button can pose a problem. As best practice, you want to do everything...
  • What to Do with Unwanted Activity Types in Dynamics CRM

    Microsoft Dynamics CRM defines an Activity as an action to be performed such as email, phone call, and so on. Out-of-the-box Dynamics CRM provides various activity types such as Phone Calls , Tasks , Appointments , and more. and you can also create your...
  • Adding a Contact Quick View Form to the Phone Call Entity in CRM 2013

    One of the great new features with Microsoft Dynamics CRM 2013 is the ability to create Quick View Forms . This allows you to display information from a related entity on the form you are currently accessing. One of the most frequent requests that we...
  • Dynamics CRM Data Migration Tip Using the Import Sequence Number Field

    Most entities in Microsoft Dynamics CRM come with an out-of-the-box field called Import Sequence Number . This field is ignored most of the time as it is not shown in the form by default, but this is a very handy field for data migration . The import...
  • Behind the Curtain at Convergence 2014

    How PowerObjects Used Marketing Automation in Dynamics CRM Whether you attended or not, you may still be feeling the buzz coming out of Microsoft Convergence 2014 in Atlanta. The team from PowerObjects had a blast connecting with customers, meeting...
  • Using Office 365 Security Groups to Control Microsoft Dynamics CRM Online Access

    If you are a Microsoft Dynamics CRM Online system administrator, you probably know that initial CRM user setup is performed in the Office 365 portal and then configured within CRM. But you may not know that you can use the Security Groups feature in the...
  • Set Ticket Aging in Dynamics CRM

    When using Microsoft Dynamic CRM, sometimes it’s necessary to perform certain operations based on Aging . A very common scenario would be in the handling of customer service tickets. For example, you might want notifications or dashboard charts...
  • Using Scribe Online with SQL 2000

    Do you still have SQL 2000 server database in use? Are you trying to connect to that database with Scribe Online? You should be able to successfully connect using out-of-the-box SQL connection from Scribe Online. But when you try to use this connection...
  • How to Turn On Ready-to-Use Business Process Flows in Dynamics CRM 2013

    Microsoft Dynamics CRM 2013 supports 4 types of processes: workflows, dialogs, actions, and business process flows. Business process flows are commonly used to define the steps in which users enter data to achieve an outcome. They are displayed at the...
  • Security and Access Teams in CRM 2013

    Are you looking for information about the security and newly available access team functionality for Microsoft Dynamics CRM 2013?  You should take a look at Microsoft’s Scalable Security Modeling with Microsoft Dynamics CRM 2013 whitepaper. Microsoft...