Category Archive

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Track Your Customer’s Web Traffic in Dynamics CRM

Track Your Customer’s Web Traffic in Dynamics CRM

PowerWebTraffic is a powerful tool that lets users analyze web traffic in Dynamics CRM--without having to leave the application. Besides general web analytics, PowerWebTraffic gives CRM users the power to track web traffic to individual leads and contacts, so users know what their customers are looking at. But the power of PowerWebTraffic has been enhanced! […]

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Tooltips for Disabled Ribbon Buttons in CRM 2011

Tooltips for Disabled Ribbon Buttons in CRM 2011

In complex implementations, we often have very lengthy requirements regarding custom ribbon buttons and when they are enabled and when they are disabled. The challenges of implementing such rules has already been covered in this blog post on enabling and disabling ribbon buttons. The issue we're going to tackle this time is actually bit more […]

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How to Resolve the Unique Column Names Error with the OrgDbOrgSettings Tool

How to Resolve the Unique Column Names Error with the OrgDbOrgSettings Tool

In this post, we'll go a bit beyond basic CRM how-to's. We're going to cover a quick and painless resolution to the unique column names error on import of a managed solution into CRM 2011 using the OrgDbOrgSettings Tool. Here is the error message from the Excel import log: “Column names in each table must […]

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Personalize Bulk Email with CRM 2011 Information

Personalize Bulk Email with CRM 2011 Information

Sending bulk email with CRM 2011 is already a piece of cake using the PowerMailChimp add-on. Now, you can personalize your bulk email message, and even images in your bulk emails, making the content of the email more relevant to your customers. When the information is more relevant to your customers, they are more likely […]

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Don't Miss PowerConnect 2012, our Microsoft Dynamics CRM Event of the Year

Don't Miss PowerConnect 2012, our Microsoft Dynamics CRM Event of the Year

For the third year running, PowerObjects is hosting PowerConnect, our CRM Event of the Year. So what is PowerConnect 2012, and why do you want to go? WHO: The team at PowerObjects, independent software vendors, Microsoft reps, partners, customers and all the rest of our Dynamics CRM peeps. WHAT: Inspiring keynote speaker, learning circles, customer […]

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Using Advanced Find to View Appointments and Recurring Appointments in CRM 2011

Using Advanced Find to View Appointments and Recurring Appointments in CRM 2011

Microsoft Dynamics CRM 2011 has introduced the functionality to create recurring appointments within the application. One common business requirement that we have come across at PowerObjects is the ability to view Appointments and Recurring Appointments through Advanced Find or Views. Most business users want to see two views—one that displays Appointments and another that displays […]

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How to

How to "Delete" a User in CRM 2011

For most businesses and organizations, there will be a need to remove user accounts from the system. When deactivating User accounts there are some important considerations and best practices to follow. For instance, in Microsoft Dynamics CRM 2011, you can't delete a user directly. Why you can’t delete Users in Dynamics CRM 2011… The only […]

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Microsoft Dynamics CRM Workflows and Dialogs: What's the Difference?

Microsoft Dynamics CRM Workflows and Dialogs: What's the Difference?

If you are new to Microsoft Dynamics CRM, the jargon workflows and dialogs can be confusing. There are plenty of excellent resources that compare Microsoft Dynamics CRM workflows and dialogs from a technical perspective, but perhaps you are looking for a basic overview that helps you understand why you would use  Workflows or Dialogs from […]

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CRM 2011 Online ModifyMaxExportTool

CRM 2011 Online ModifyMaxExportTool

We often see a request to increase the amount of records that can be exported from CRM at one time. The default value is set to 10,000, so the maximum records you can export to Excel at one time is 10,000. Microsoft has now created a tool that can access this field in a CRM Online […]

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Microsoft Dynamics CRM Online – Currency Fields in FetchXML Reports

Microsoft Dynamics CRM Online – Currency Fields in FetchXML Reports

There is a recent issue we ran into while dealing with currency fields in reports with FetchXML queries. The issue is that when a money field is added to a report with FetchXML query, excel formulas does not seem to be working properly on these fields with a currency symbol attached to them. Whenever a […]

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MSCRM Register Plug-in Tip - missing prvCreatePlugin Type

MSCRM Register Plug-in Tip - missing prvCreatePlugin Type

So I know we aren't the only ones that run across this stuff - so now that you have Bing'd the error above here are a few screen shots and an explanation of what caused your error. This post will show what caused the “missing prvCreatePlugin Type” error message when you try to register plug-in. […]

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10 Ways to Get Started with Microsoft Dynamics CRM 2011

10 Ways to Get Started with Microsoft Dynamics CRM 2011

If you’ve been tasked with implementing Microsoft Dynamics CRM, you may be wondering where to start.  Here are 10 ideas to get you going in the right direction. Align yourself with a Partner The primary role of a Microsoft partner is to provide professional services for the implementation of Microsoft Dynamics CRM—from gathering business requirements […]

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