Category Archive


Microsoft Dynamics CRM and Agile Development Methodology

Microsoft Dynamics CRM and Agile Development Methodology

Consulting companies like PowerObjects often use a predefined methodology during Microsoft Dynamics CRM implementation projects. We do this because good methodologies provide a roadmap and best practices to guide the project team. Most methodologies for implementing packaged software are primarily based on a traditional waterfall model.   This model is a set of sequential processes contained […]

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Who Owns CRM — Business or IT?

Who Owns CRM — Business or IT?

Here at PowerObjects, we've been asked this question in many different ways over the years: Who owns CRM? Who should be responsible for changes made? This is where things sometimes become sticky. Both IT and business users have a stake in your Dynamics CRM implementation and the ongoing maintenance and configuration. Organizations are struggling to […]

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CRMUG Summit was a Blast!

CRMUG Summit was a Blast!

Seven PowerObjects peeps ventured out to Seattle for the CRMUG annual Summit last week. The week started out with a bang when Alex Fagundes and Gretchen Opferkew led a 4-hour class on Managing Your Contact Lifecycle on Monday afternoon. Then over the course of the Summit, PowerObjects presented 11 educational sessions!! CRM Overview For those […]

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Introduction to the Microsoft Dynamics CRM 2011 Instance Adapter

Introduction to the Microsoft Dynamics CRM 2011 Instance Adapter

The Connector for Microsoft Dynamics Acknowledging a need for a tool that would allow for simple yet powerful data transfer among Dynamics packages, Microsoft released a utility called the Connector for Microsoft Dynamics.  With it, partners and users are able to maintain common data across different Dynamics packages without the need for writing custom code, […]

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Tracking Opportunity Revenue by Keyword in CRM 2011 - Part II

Tracking Opportunity Revenue by Keyword in CRM 2011 - Part II

Introduction In Part I of Tracking Opportunity Revenue by Keyword, we discussed the mechanics of how to tie a keyword used in a search engine marketing campaign to an opportunity in Microsoft Dynamics CRM 2011. In Part II, we will discuss a method for determining the revenue generated by the specific entities of each search […]

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How to Add a User for CRM 2011 Online Using the Microsoft Online Services Administration Portal

How to Add a User for CRM 2011 Online Using the Microsoft Online Services Administration Portal

If you have implemented CRM Online since it and Office 365 have joined forces, you will use the Microsoft Online Services Administration Portal to manage Dynamics CRM users. This blog covers how to add a user for CRM 2011 Online. (You can also learn more about this topic on our CRM How-To Portal.) 1. Open […]

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How to Set a Read-Only Field and Capture a User’s Response Using a Dialog

How to Set a Read-Only Field and Capture a User’s Response Using a Dialog

This is another technical post inspired by a recent customer need. It covers how to use Microsoft Dynamics CRM Dialogs to implement a specific business process. In this scenario, we have Accounts that get placed On Hold by a business process that cannot be corrected. A user is then given the authority override the On […]

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Use JavaScript in Dynamics CRM to Set the Value in Read-Only Field on a Form

Use JavaScript in Dynamics CRM to Set the Value in Read-Only Field on a Form

We've covered some great ways to use JavaScript in Dynamics CRM 2011 in previous posts. This post focuses on a use that we recently employed for a client. In Microsoft Dynamics CRM 2011 or 4.0, you may want to use JavaScript in to set the value in read-only field on a form. However, you may […]

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How to Change an Icon in Dynamics CRM within a Custom Entity

How to Change an Icon in Dynamics CRM within a Custom Entity

CRM 2011 allows you to customize your environment. We cover many of the ways to personalize Dynamics CRM in our How-To Portal. In this post, we'll focus on how to change an icon in Dynamics CRM within a custom entity. When creating a custom entity in CRM 2011, an icon is automatically attached to the […]

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Minimize Clicks with CRM 2011 Keyboard Shortcuts

Minimize Clicks with CRM 2011 Keyboard Shortcuts

Does your team complain about the number of clicks in CRM? Are you looking for ways to minimize mouse usage? Would you like to get your data into CRM more quickly? The  How-to Portal is a great place to go for all kinds of Dynamics CRM User Basics, but in this post we're going to […]

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Recreating Goals in CRM 2011 with a Dialog

Recreating Goals in CRM 2011 with a Dialog

Using goals in CRM 2011 is a great way to keep any team on track. To keep historical data of goals, we must recreate them each time they expire. Since many of the fields on a goal stay the same from one time period to the next, we can use a dialog to recreate the […]

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CRM 2011 Date and Time: Prevent CRM from Displaying Incorrect Dates between Time Zones

CRM 2011 Date and Time: Prevent CRM from Displaying Incorrect Dates between Time Zones

We've already covered some basic truths about CRM 2011 date and time. In this post, we'll focus on how to avoid date-only fields from showing different dates in different time zones. A common problem that arises unexpectedly for many CRM users is when a date-only field shows a different date for users in different time […]

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