Microsoft Dynamics CRM has always had multi currency, but as with everything we are finding in CRM 2011 the enhancements to this rock! Here's what we can tell you about CRM 2011 multi currency. One of the main enhancements is that now precision can be defined/customized for individual currencies. This feature is mainly to support […]
One of the greatest strengths of Dynamics CRM since its version-3.0 days has been the ability for a user to extend the base application by creating custom (or, user-created) entities that hold information not contained in the base tables. But there exists in CRM a special class of entities collectively called activities (including such entities […]
In the past we often heard this "We are using Dynamics CRM 4.0 and we would like to add attributes to the KB form, email KB articles from Outlook, audit changes made to articles and contextually store documents in SharePoint with the KB article in CRM." In the 4.0 world this was not an easy […]
In CRM 4.0, creating a "Filtered Lookup" was… well… kind of a pain. It required quite a bit of JavaScript on the Form in order for the filter to work correctly and if you needed to make additional modifications later on… You get the picture! Good news...in CRM 2011 filtered lookups are simple, and you […]
Wow! Do I ever love the Email a Link feature in Microsoft Dynamics CRM 2011. Even though this was available in MSCRM 4.0, it was buried on the More Actions menu, and not many people even know it's there. Now with the prominent placement of the Email a Link button on the toolbar, you can […]
Business Issue Duplicate records are being entered into the system during imports and manual entry. Solution This is the third segment of a three part series on avoiding duplicate records. Part 1 introduced you to duplicate detection in Dynamics CRM and when rules can be fired. Part 2 was focused on how to set up […]
Well I guess we should be flattered!! Was just looking at a new Salesforce campaign today and it is aimed directly at Microsoft Dynamics CRM. I'm sure there are a number of reasons to single out MSCRM, but bottom-line I think they are worried about us deflating their cloud. I for one say let the […]
A client of mine recently contacted me and asked me if there was a way to reassign some personal views that were created by an employee that has since left the organization. The client wanted to know if there was a way to reassign these views without having to login as the departed employee. This […]
CRM 2011 has embraced the web application! Unlike CRM 4.0 which presented as a desktop application, the CRM 2011 look and feel is much more modern and leverages common webisms (new word for the day) like a home page, recently visited pages (similar to favorites) and an updated layout with the standard navigation pane on […]
Hello World! but I thought it was a funny start to this particular blog. From time to time Microsoft releases some great white papers, and one such paper came out last week: Comparing xRM and Force.com. You can all imagine which way PowerObjects leans J - But this is a nice high level overview for […]
Folks – just a quick blog today to share a funny story from one of our new customers. They are getting ready for the big sales meeting and one of the topics they will be presenting is the switch to Microsoft Dynamics CRM. I can only imagine being the VP of Sales and having to […]
One of the noticeable changes between CRM 4.0 and CRM 2011 is the JavaScript object model. It has changed a bit. Below are some of the commonly used functions used to manipulate CRM forms. Let us know if you have a commonly used function that should be included in the list of CRM 2011 JavaScript […]
The team here at PowerObjects has been busy getting the world ready for Microsoft Dynamics CRM 2011 – can you believe the official Global Launch is only 10 days away on January 20th. To get registered, click this link for the blog on the Launch. For those of you that need information NOW – I […]
Lately we've been creating Dynamics CRM map reports as a cool way of visualizing data. Using the SQL Reporting Services Map Wizard in Report Builder 3.0 or Visual Studio 2008/2010 you can quickly build a Map reports using CRM data. Map integration has been a popular customization for several years and you will need some […]
We all know the Power of the Advanced Find tool in Microsoft Dynamics CRM, but in CRM 2011, not only is the Advanced Find functionality enhanced… "Excel Like" filtering is available from within the grid! This new functionality is available from both the CRM 2011 Outlook Client and the CRM 2011 Web Client. From within […]
In Microsoft Dynamics CRM 4.0, there are few options for SharePoint Integration in CRM. One of the simple ones is to have a static link to a particular list in SharePoint on the main CRM navigation or in an IFrame on any of the entity forms (something like a knowledge base for users). Here is […]