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Top Ten Secrets to a Successful CRM Deployment: Part Two–Process

Microsoft and Google have done it! Live Writer again talks to Blogger so my migration to WordPress gets a stay of execution. Well done giants of industry, we appreciate your efforts.This is part two of...

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Introducing PowerCalendar

The PowerObjects team is constantly working to add value for organizations where Microsoft Dynamics CRM is deployed. One way we do this is through the numerous PowerPack add-ons we have developed that...

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Attention CRMUG Members of the DMV - 3 things to do this Summer!

If you live in DC, Maryland, or Virginia watch this video to learn about the 3 things you need to plan on doing this summer! CRMUGDC Summer 2015 from Kylie Kiser on Vimeo . Register for CRMUG Summit...

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Next Week's Webinar: Becoming a Dynamics CRM Architect

Hi Everyone,On Wednesday, July 1st, I’ll be holding a free webinar to discuss the requirements for a person to make the move from being a Dynamics CRM user, administrator, or developer, into becoming...

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June 26 Blog Review

Apparently everyone is off on vacation except for me. I just have a few quick posts to highlight for you this week. First of all, several weeks ago we talked about the importance of people in your...

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Tip 91: Actualizando full name en contactos existentes

Si actualiza el formato de nombre en la configuración del sistema de CRM, los nuevos registros creados tendrán el nuevo …

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CRM Status Reason to Control Process/Stage Flow Codeless

IntroductionIn real world, we always have a status or stage for each instance, same well as if we implement in CRM record, each record can have multiple stages and you might need to control it.Imagine,...

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RESX Dummy Dateien generieren

Wird die Lokalisierung bzw. Internationalisierung einer Applikation mit Hilfe von resx Dateien gemacht, kann es nützlich sein, sich von einer bestehenden resx Datei eine neue resx Datei zu erstellen,...

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Convert CRM Plugin Message to CRM Alert or Notification When Save...

IntroductionIn my previous post, I have mentioned about how to get the Plugin Context Message and pass it to CRM Client Script.Now, I just want to continue that post and make some advance message on it...

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Server Side Synchronization for Synchonizing Data with Dynamics CRM

Key Technologies: Microsoft Dynamics CRM, Outlook Introduction 1. Server Side synchronization is setup for Email processing. This connects Microsoft Dynamics CRM with one or more Exchange/POP3 servers...

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Tip #419: How to sign out from ADFS in one click

Single CRM installation is capable of hosting multiple organizations. As administrator, you probably have some test accounts handy to login as normal users. Many + many sometimes does not end up...

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Sales Rep CRM Quick Tip: Use CRM to Identify and Convert More Leads

Did you know it takes an average of 7 contacts to convert an unqualified prospect into a sales qualified lead?  And did you know that 60%-95% of sales leads are never worked at all?  That’s a huge...

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Stop Complaining and Solve the Problem: The Hard Truth About Why Your Sales...

I've been responsible for architecting, operationalizing and managing CRM and marketing systems for over a decade. I'm also in the Marketing Operations business and care deeply about data. Yes, I said...

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Tab State Change Event CRM Javascript

IntroductionIn CRM Form, Tab has important role to make your CRM Form more structured and easy to read.But, not many people try to play with JavaScript for this Tab Event.Basically, CRM Tab same as...

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Retrieve and Instantiate Global Email Template

Have you ever Retrieved or Instantiated an email template? If the answer to this question is YES, then you might be knowing the required parameters we need to have in place in order to do so. For...

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New Microsoft Dynamics GP 2015 R2 Cash Flow Features

Microsoft recently released its latest version of Dynamics GP which includes several enhancements to core GP functionality.  Many of the favorite Dynamics GP features have been improved and new...

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New Application Features Added in the Recent Microsoft Dynamics CRM 2015 Update

Recently, Microsoft released the first update for the latest version of its extremely popular CRM solution, Dynamics CRM 2015. The key highlights of this update are the 4 new application features,...

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Troublesome report troubleshooting

Creating reports in SSRS and uploading to CRM can be a pain sometimes. The report works just fine in SSRS (well, the CRM-Autofilters don't of course, but still), but when trying to upload it you get...

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DID YOU KNOW? Workflow process throws generic CRM error

Scenario I have an OOB workflow process developed some time back and activated. Now when I try to open the process, I get generic CRM error (below image). Also the process status is changed to...

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Strategies to Win the Battle Against Declining CRM User Adoption

The Gartner Group performed a study and found that nearly $20 billion is being spent on CRM. With so much money being invested within the CRM industry, why is it that not even half of all companies are...

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