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Dynamics CRM 2016 readiness guide for consultants
As with any new release, the upcoming Dynamics CRM 2016 means that there is a lot of information to keep track of regarding new features, documentation, training and certifications. This readiness...
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PowerObjects’ Annual Holiday Party was a “Dynamic” Success!
As much as we all love what we do here at PowerObjects, sometimes you just have to cut loose and party, which is exactly what we all did last night at our annual company holiday party! This year’s...
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Prepare your code for Disaster recovery in Dynamics CRM Online – Dynamics CRM...
Not a very familiar topic I would say, at-least from what the title says. But I feel this will become more and more prominent as Dynamics CRM online customers keeps on increasing every hour. So how...
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What Can You Do with MS Dynamics CRM on Your Phone & Tablet? That’s the...
Every day, we are approached with the question: “So, what can the app do?” (referring to Resco’s mobile CRM client for Microsoft Dynamics CRM)And it’s hard for us to spill the answer in one breath –...
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Effectively Brand Your CRM with Themes in Dynamics CRM 2016
MS Dynamics CRM vs Salesforce Sign up for a free CRM course!Learn more about CRM's featuresYou can now brand your CRM! Themes allow you to apply your distinct logo and color scheme to your Dynamics...
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Events to encourage more girls to STEM
This past week we had a class of 24 students. Two of them were women. We had two instructors, one woman, one man.This was a level 300 course for technologists.I was glad that the two female students...
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7 Small Business Best Practices in Microsoft Dynamics CRM [Infographic]
Are you part of a small business? Does your company struggle to define points of emphasis when utilizing Dynamics CRM? Download our latest Infographic: 7 Small Business Best Practices in Microsoft...
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Converting Activities Function Not Working
We recently came across a problem in Microsoft Dynamics CRM 2015 where the Converting Activities function was not working. A customer noted that on the appointment, email, letter, and fax activity...
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How to auto-generate Word Templates using a simple Workflow and OOB Action in...
There is quite a lot of literature regarding creating Word Templates around now, I touched upon it in my previous post , and the infographic here on twitter . When was I was recently researching a...
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Differentiate various fields for update in a WFA plugin (C#)
As developers we often have to create a workflow that triggers on multiple fields. This minimizes the maintenance cost for later – since, we can debug the code in one place. So, it is important to...
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Three Tips for Using Notes in Microsoft Dynamics CRM
Below are three quick things to consider when using Notes in Microsoft Dynamics CRM. Notes are available on both the Contact and Account level in CRM. 1. Although Notes are available at both the...
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Error de Conexión a Cliente Móvil de CRM con Roles de Seguridad Personalizados
En toda implementación es común que se creen roles de seguridad personalizados y que estos usuarios deban tener acceso al …
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USD – Notes (Video)
Recently I have been asked several questions about using notes within Unified Service Desk for Microsoft Dynamics CRM, I have previously created a blog post on this, which you can find here . This...
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Create CRM 2016 Online instance
Creating a CRM Online instance (with Office365) This blog post will go through the details of creating a new CRM Online trial subscriction. It is one of the steps on my "February CRM roll"...
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[Tip] Service Hub Dynamics CRM 2016 – II
En mi anterior post vimos como poder entrar al nuevo Service Hub de Dynamics CRM, pero, y ahora? Como podemos …
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FieldOne Sky – Time Groups
FieldOne Sky for Microsoft Dynamics CRM 2016 contains the ability to configure time groups, these are very useful if you schedule appointments in terms of defined time slots. For example: You book...
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Align Marketing and Sales by Creating a Technology Focused Strategy – Part II
This is the third and final post in our three-part series focusing on the use of technology to create sales and marketing alignment.In first post we discussed Creating a Customer Focused Strategy to...
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Creating your Own Bilingual OptionSet
I’ve been working through this problem where I had to take some legacy data that was in both English and French and transform it into CRM OptionSets (obviously being available in both...
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Tip #573: CRM Online vs CRM On-premises features FAQ
Someone at Microsoft has heard our online vs on-premises battle and decided to resolve it once and for all. CRM 2016 – Online vs on-premises features FAQ is now available on the Help & Training...
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Extending CRM Online Trial Without Support Ticket
I recently found out that there is a way to extend the Dynamics CRM trial instance for another 30 days without the need of logging a support ticket.On your Office 365 Admin Portal...
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