In this blog, we highlight a lesson learned when we used a Dynamics 365 Customer Engagement online data source connector, called Instance Web API, for Power BI reports.
In today's blog we cover what features are and are not available on the mobile version of Dynamics 365 while offline to help you plan accordingly.
When provisioning users, often you'll need to do things like assign security roles, add them to teams, and configure default user settings. These things are fairly well documented in the SDK, but what about enabling the new Dynamics 365 App for Outlook? Today's blog will walk you through the simple process of doing just this! […]
Customers expect a seamless and consistent experience across the growing number of channels they are using to interact with companies. What we at PowerObjects are seeing in the marketplace, is that although organizations promote that they support a multi-channel or Omni-channel service model, in reality, very few actually do and most have siloed business units […]
Do you use PowerPhoto but also consistently utilize the Microsoft Dynamics 365 mobile app? Well, good news! You don't have to wait until you're back at your desk to add photos through PowerPhoto anymore. You can now use PowerPhoto on-the-go! To use PowerPhoto on the Dynamics 365 mobile app, first enable the PowerPhoto web resource […]
Did you know that an application handler for Dynamics 365 mobile clients is available to directly link to CRM forms, views, and dashboards from external applications? Sounds awesomely convenient right? Today's blog will show you how to set this up! When you click on the specified link in an external application, the target element opens […]
When considering a Microsoft Dynamics CRM mobile deployment, it is important to plan out what you hope to achieve and be aware of what to expect with the mobile CRM experience. Keep in mind that mobile CRM is not intended to replace the web view of the application and mobile CRM best serves the user […]
Are you interested in uncovering new ways to get even more out of your CRM system? There are two important strategies that you may want to consider: exploring ways you can take your CRM mobile, and implementing a CRM portal. Join us for a 4-part webinar series designed to explore these two top-of-mind topics in the […]
Do users of your CRM system leave the office as part of their job? If so, you want them to be effective on the go and enable them to visualize data in the space around them. Maps are the tools that many of us use to navigate the world around us as they are a […]
Thinking about a CRM portal or wondering how you can update your current portal to be mobile-responsive? In today's blog, we'll define what a CRM portal is, why making it mobile-responsive is important, and see examples of how mobile-responsive CRM portals are deployed in the real world. But first, let's go over a couple of […]
Working on the go presents a unique set of benefits and challenges. Microsoft Dynamics CRM 2016 includes some great new features designed to optimize and address some of the user adoption issues previously found on mobile. These features increase the user experience for Microsoft Dynamics CRM apps for both tablet and phone users. As we […]
Working on the go presents a unique set of benefits and challenges. Microsoft Dynamics CRM 2016 includes some great new features designed to optimize and address some of the user adoption issues previously found on mobile. These features increase the user experience for Microsoft Dynamics CRM apps for both tablet and phone users. In today's […]