In this blog we discuss the benefits of using the Microsoft Dynamics 365 Marketing Module!
In today's blog we cover a step-by-step process to adding custom icons with tooltips for a column in Dynamics 365!
PartyList fields can be a very powerful component of activities in Dynamics CRM. Otherwise known as the Activity Party, the PartyList controls what you see in the To, From, and CC lookup fields of an activity. Sometimes you need a little more control over the UI/UX surrounding the PartyList! Currently, there is no out-of-the-box method […]
Microsoft Dynamics CRM 2016 On-premises provides several new capabilities and methods to working with sub grids. Here are two quick tips for using those capabilities! 1. If you want to hide or show a sub grid based on some conditions, you will use the following command to set visibility: Xrm.Page.getControl("gridname").setVisible(false); 2. If you need interact […]
Are you using an out-of-the-box Business Process Flow in Microsoft Dynamics CRM 2013 or 2015, but want to have it collapsed by default? Then today we have the answer for you! Business Process Flows are tools that help guide users through business processes in CRM. However, if your organization doesn't wish to utilize the built-in […]
Is your system ready for a CRM upgrade? Let us help! PowerObjects frequently assists clients with upgrading across many versions of Microsoft Dynamics CRM. In today's post, we'll discuss items to consider in common upgrade scenarios and what you can do to prepare for an upgrade. Quick Reference Upgrade Guide We know you're busy. We've […]
The business process flows that were introduced with CRM 2013 are a great way to walk a user through a specific process, related to an entity in Microsoft Dynamics CRM. However, there are times when a business process flow is useful for one team, but maybe not for another. What if, for example, you have […]
Suppose you wanted to automatically email a URL based on a field in CRM. For example, if an account name is XYZaccount, then suppose you want to email a url that is http://www.XYZaccount.mydomain.com. Attempting to directly use the field name in a URL in a workflow that sends an email won't work. What we've done in […]
Microsoft Dynamics CRM 2013 has the capability of creating a phone number field. This is a great feature as it allows for click-to-call functionality directly from the Dynamics CRM record. However, you may wish to have the display of the phone number formatted as well. Formatting the phone number would provide additional benefits, as it […]