Category Archive


Folder-level Tracking in CRM 2015 Online

Folder-level Tracking in CRM 2015 Online

The Microsoft Dynamics CRM 2015 Online Spring Update introduced a new tracking feature: folder-level tracking. This means that any device that supports the Microsoft Exchange feature can have a seamless way to track email activities. Today's blog covers both methods, so let's dive in! For Quick-Tracking, follow the steps below: 1. Create a folder in […]

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Print Screens and Records using Print Preview in Dynamics CRM 2015

Print Screens and Records using Print Preview in Dynamics CRM 2015

When working within Microsoft Dynamics CRM, you may run into an instance where you need to print a CRM record or want to print a capture of your current screen. Maybe you want to capture the exact formatting of a page itself or perhaps you need to print off a copy of a Contact record […]

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Enhanced Field-level Security Features for CRM 2015

Enhanced Field-level Security Features for CRM 2015

Field-level security was introduced in Microsoft Dynamics CRM 2011 for custom fields. This gave the system administrator the ability to secure custom fields on a form to prevent Create, Read and Write privileges for selected users. However, this was available only for custom fields. For CRM 2015, the Field Level Security features have been enhanced. […]

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Dynamics CRM 2015 Spring Update 1: Date and Time Data Type

Dynamics CRM 2015 Spring Update 1: Date and Time Data Type

Available with the spring update of CRM Online 2015 are new date and time properties. The new data types of User Local and Time Zone Independent were added to provide more flexibility in creating and using date fields. In this blog, we'll help you understand the new data types, how to access them, and also […]

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How to Retrieve all the Access Team Members for all Accounts in Dynamics CRM

How to Retrieve all the Access Team Members for all Accounts in Dynamics CRM

A frequently asked question we get from users using Access Teams is: How do you join or link from the account record to the users on the account team in a query? The Access Team functionality is great, but it is not easily queried from the user interface - such as through Advanced Find. So, […]

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Enhancements to Calculated Fields and Rollup Fields in CRM 2015

Enhancements to Calculated Fields and Rollup Fields in CRM 2015

The initial release of Microsoft Dynamics CRM 2015 introduced the out-of-the-box functionality of Calculated Fields and Rollup Fields, and that functionality is now enhanced with the 2015 Spring Release! Date Difference Calculations Calculated fields will now be able to calculate the difference between two date fields in minutes, hours, days, weeks, months, or years. To […]

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Product Bundles with Variable Product Quantities

Product Bundles with Variable Product Quantities

Product Bundles is a great new feature in Microsoft Dynamics CRM 2015. Product Bundles allow organizations to bundle products and assign specific pricing for that bundle. Once the bundle is added to an opportunity, quote, or order, the sales person can simply adjust the quantities of the products within the bundle, and the pricing will […]

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‘Private Notes’ Enhancement in Microsoft Dynamics CRM 2015

‘Private Notes’ Enhancement in Microsoft Dynamics CRM 2015

One of the great features of Microsoft Dynamics CRM is its integration with Outlook, which allows users to sync multiple fields from a contact record within Outlook to the related CRM record. This is a robust feature and it’s useful in managing client/contact relationships. However, instances may occur when the user wishes to store private […]

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How to Add a Calculated Date on a Date Field with Workflow

How to Add a Calculated Date on a Date Field with Workflow

It's a very common request when creating or updating a record with workflow to populate a date field with a calculation. In this blog we will discuss how to do that. Since it is more common to want to set a date out into the future, will use the example of setting an appointment start […]

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CRM 2015 Spring Update Webinar Series

CRM 2015 Spring Update Webinar Series

The Microsoft Dynamics CRM 2015 Spring Update is here and PowerObjects is ready to guide you through the many enhancements and changes! Our education team at PowerObjects will be leading a CRM 2015 Spring Update webinar series starting on May 6. This weekly, eight part series will focus on demonstrations of the new features released for […]

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New Product Lifecycle in Dynamics CRM 2015

New Product Lifecycle in Dynamics CRM 2015

Overview With the Dynamics CRM 2015 upgrade, there have been some great enhancements and additions to the Product Catalog feature. In this blog, we will discuss the new product lifecycle process depicted in the diagram below. As you can see, the new product lifecycle process allows records can be revised, reverted, retired, and activated! Let's […]

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Branching and Programmatically Branching Process Flows

Branching and Programmatically Branching Process Flows

Business Process Flows in Microsoft Dynamics CRM help guide users through their work while they are using CRM records. Organizations standardize processes across teams to provide consistency and visibility to process steps and stages. In this blog, we will at the new features of Business Process Flow (BPF) in CRM 2015, including branching and programmatically […]

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