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 […]
Let's say you need to quickly filter data so you can turn your View into something actionable. How would you do it? Filtering views in Dynamics CRM 2011 can help you decide which companies to include in your next marketing campaign. Sometimes rather than creating a new advanced find, it's more efficient and productive to […]
What's the Situation? I need to mass edit Dynamics CRM 2011 records and I need to make changes to more than 250 records at a time. How do I accomplish this without using the Edit button in MSCRM 2011 which limits me to up to 250 records at a time? How to Solve? In Dynamics […]
PowerPhoto is one of the usability add-ons developed by PowerObjects. One of the cool features of this add-on 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 in […]
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 […]
Business Situation I have an option set (pick list) field that I want to use on a variety of different entities in CRM. I would like an option set of "Project Type" to be used on a lead, opportunity and then a project. How do I accomplish this with the least amount of effort short […]
As most people who work with CRM 2011 on a daily basis know already, there are some cool customization tricks in CRM 2011 that can enhance the user experience. I recently came across an opportunity to combine multiple new features into one form. NEW 2011 Features used: Hiding a section OnLoad – without code Using […]
In Microsoft Dynamics CRM 2011, a "short-cut" to assist a user in creating a Spouse Record from an existing record does not exist. By using a couple new fields on the existing contact record in conjunction with a workflow, some of the pain of this task can be alleviated. Existing Contact Record. As shown below, […]
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 […]
You can assign leads based on zip code in Microsoft Dynamics CRM many ways, but the two most common ways are with workflow and with custom plugins. Workflow to Assign Leads Based on Zip Code For those with a simple zip code to sales person mapping, workflow can be used to map Leads. In order […]
This is a question that comes up time and again. I recently imported an address book into my Outlook and I want to add some of these contacts to our CRM system. How do I efficiently add outlook contacts to Dynamics CRM 2011? Here is a quick example: Mary Smith and John Johnson from ABC […]
People often wonder if they can create contact records in CRM from an incoming email? The answer is Yes, in Dynamics CRM 2011 you now have a personal setting that allows you to automatically create the sender of the e-mail or meeting organization as a contact or lead. By default, this option is enabled. - […]
So from time to time we run into little issues I know others will encounter – hope this helps someone else out there!! We recently ran into an error on organizations where multiple forms had been configured for entities in Internet Explorer and the other forms would not load/switch. The script error in Internet Explorer […]
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 […]
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? I'ts easy to create an email template in CRM 2011 to use over and over again to […]
PowerObjects has been implementing address validation by integrating to various web services for long time. We have had a need to implement county data as well, but most of the free web services do not return county information. So if we have a FIPS-list, or county/zip code list in-house, how can we integrate that to […]