Use Teams for free for up to 3,000 users for 6 months!

Did you know that Microsoft Teams is one of the very best collaboration tools on the market today? Well, it is – period! At PowerObjects, we have been using Teams for many years – basically since Microsoft launched it. Our core team of nearly 1,500 employees, and extended team of 130,000 HCL employees across the globe, is always one click away from a video chat, conference chat, multi-editing documents, file storage and sharing, and so much more. 

And with built-in integration with Outlook, scheduling and joining Teams meetings on your pc, laptop, or mobile device phone always requires just a single click.  No codes.  No passwords. No frustrating activeX controls. Just a single click. And don’t worry, because everything is very secure with end-to-end encryption. Oh, and have you heard of Teamsbombing? Neither have we – because it doesn’t exist!  But Zoombombing… well, that’s another story altogether: https://www.cnn.com/2020/04/02/us/fbi-warning-zoombombing-trnd/index.html.

Let’s cut to the chase: Teams is awesome. We really recommend it – and we have some good news:

Starting this month, to help the vast majority of the planet that is now working from home, Microsoft is offering a free 6-month trial of Office 365 E1, which includes Microsoft Teams. With that in mind, effective immediately, this free 6-month Office 365 E1 trial is available through our Cloud Solution Provider (CSP) program at PowerObjects.

That’s right – PowerObjects can assist you getting started for free. We can help with obtaining these licenses, as well as break/fix support. With us as your partner, a solution that is already very fast to get started becomes even faster! 

And if you want single sign on with your corporate network, we can help with this too.

For more information on Office 365 E1, go here.

Here’s the bottom line: If you don’t currently have a collaboration tool, are using something archaic, or are using Zoom, you need to connect with PowerObjects today.  We’ll help you get going ASAP, and you won’t be sorry.

For any questions or to get started today, contact us

How to Install and Configure the CRM Outlook Client from a Command Prompt

In today's blog, we'll be showing you how to install and configure the CRM Outlook Client from a command prompt. To install the Microsoft Dynamics CRM for Outlook Client, you must first run the setup to install files on your computer and then configure the CRM for Outlook Client. Start by locating, or downloading, the appropriate installation files. You can download the Microsoft Dynamics CRM 2016 Outlook Client here. If you have the installation disk, you can find the installation files located in the "Client" folder.

It's common to install the client on a local machine by double-clicking the "SetupClient.exe" file, follow the Setup Wizard, and then configure the client using the Configuration Wizard. This is an attended installation, which means that it requires you to interactively provide information so the installation can run successfully. You can find out more information on this process in our blog "Installing Dynamics CRM 2015 for Outlook".

The installation and configuration of the Microsoft Dynamics CRM for Outlook Client can also be run from the command prompt. This provides the opportunity to complete an unattended installation when used in a script file.

Installation Command-line Parameters

The following command-line parameters are available at the command prompt for SetupClient.exe:

Setupclient.exe [/A] [/Q] [/X] [/L or /LV [drive:][[ path] logfilename.log]] [/targetdir "[drive:][ path]"] [/installofflinecapability] [/disableofflinecapability] [/ignoreofflinequeue]
				

Configuration Command-line Parameters

The following command-line parameters are available at the command prompt for Microsoft.Crm.Application.Outlook.ConfigWizard.exe:

Microsoft.Crm.Application.Outlook.ConfigWizard.exe [/Q] [/i [drive:][[path] XMLConfigurationFile.xml]] [/xa] [/L or /LV [drive:][[ path] logfilename.log]] 
				

XML Configuration File Elements

The following XML elements are available for creating the XML Configuration File:

Automate the Installation and Configuration Process

1. Create a script using Notepad. The text file will look similar to this:

Setupclient /Q /l c:tempclientinstalllog.txt /installofflinecapability /targetdir "c:Program FilesMicrosoft Dynamics CRM Client"Microsoft.Crm.Application.Outlook.ConfigWizard.exe /Q /i c:tempconfig_client.xml /xa /l c:clientinstall.log

2. Navigate to File > Save As. Change the file type to "All Files" and then name the file “logon.bat”.

3. Create a new document using WordPad. The file will look similar to this:

<Deployments>

<Deployment>

<DiscoveryUrl>http://crmserver</DiscoveryUrl>

<Organizations>

<OrganizationIsPrimary='true'>Constoso</Organization>

<Organization>AdventureWorksCycle</Organization>

</Organizations>

<CEIPNotification>false</CEIPNotification>

</Deployment>

</Deployments>

4. Navigate to File > Save As. Change the file type to "All Files" and then name the file “config_client.xml”.

5. Copy the two new files along with the CRM setup files to your domain controller's SYSVOL folder. You can access this on the server by going to %SYSVOL%.

6. Now you will setup the logon script. On the domain controller, open group policy editor, right click on your Default Domain Policy (or create a new one), and click Edit.

Next, navigate to UserConfigurationWindows SettingsScripts (Logon/Logoff). Finally, double click Logon. Click Browse and double click on your logon.bat

That’s all for the blog today! Check out our blog to learn how to configure the Outlook client via a second federation for even more options. You can also read a deeper dive into this topic on Microsoft’s TechNet resource here.

Happy CRM’ing!

 

 

An Introduction to Office 365 Groups for Dynamics CRM

Office 365 Groups were unveiled for Microsoft Dynamics CRM 2015 Update 1 (preview mode), but what are they? Basically, they take existing Microsoft Office 365 products such as Outlook, OneNote, and OneDrive, and integrates them with Dynamics CRM. Integrating Office 365 Groups with Dynamics CRM greatly increases team collaboration. Office 365 Groups interface through any record you have in Dynamics CRM, an account, contact, lead, or even custom entities like projects. Team members have access to content and documentation, including a team calendar, within records in CRM. In today's blog, we'll be showing you how to get started!

An additional benefit of Office 365 Groups is that non CRM users can access CRM information without having an actual CRM license assigned to themselves. Since Office 365 features Microsoft Office 365 products interfaced through Dynamics CRM, if a CRM user accesses Office 365 Groups through CRM, attaches a document, posts a note to the conversation board, or creates a calendar appointment, a non CRM user can see this information in Outlook or OneDrive.

Step 1: First, login to the Microsoft Office 365 Admin Portal.

Step 2: From the Office 365 Admin Portal, click on the CRM Admin Portal.

Office 365 Groups

Step 3: In the CRM Admin Portal, click Solutions.

Office 365 Groups

Step 4: Select the option and then click Install. Once you accept the terms, the solution will import into your Dynamics CRM account. This may take a few minutes.

Office 365 Groups

Step 5: Once Office 365 Groups are installed, launch Dynamics CRM and navigate to any record. Drop down the Common section and you will see Office 365 Groups. If a group has not been created for this record yet, you will be prompted to create a group.

Office 365 Groups

Office 365 Groups

Now that you have Office 365 Groups integrated with Dynamics CRM, you can collaborate with your coworkers more effectively and bridge the gap between your non CRM users. For more information on how your team can use Office 365 Groups within Dynamics CRM, watch the webinar: Office 365 Groups in Dynamics CRM.

Happy CRM'ing!

Get Those Power BI Tiles Embedded in Your CRM Dashboards

For several years now, we have had the powerful analytics capability of Power BI. First as Excel add-ins and the Power BI Desktop tool since 2015. With the original Power BI service in Office 365, we were able to insert Power BI Excel reports using Dashboard iFrames and the SharePoint Integration, but that was deprecated with the move to the PowerBI.com site.

With the Spring release of CRM, we have the ability embed Power BI tiles in CRM Dashboards! It is also quick and straightforward to set it up. Let's see how!

1. Prerequisites: CRM Online (2016 Spring Wave) and a Power BI O365 subscription.

2. Enable: Settings à Administration à System Settings.

Embed Power BI Tiles

From here, navigate to the Reporting tab and select Yes to enable.

Embed Power BI Tiles

3. Create Dashboards in Power BI.

Embed Power BI Tiles

4. Create or edit a Dashboard in CRM.

5. Click Power BI Tile or insert from the Command Bar.

Embed Power BI Tiles

6. Select a Power BI dashboard and a tile.

Embed Power BI Tiles

7. Complete the dashboard, Save, and close.

That's it! You now have a Power BI dashboard built in CRM. Users no longer need to navigate specifically to Power BI to interact with the powerful analytics. Pretty slick if we do say so!

Embed Power BI Tiles

If you click on any component, a new window is launched which allows for further filtering or drilling into the Power BI site.

Embed Power BI Tiles

Embed Power BI Tiles

That's all for the blog today! If you'd like to learn more about Power BI, check out our Webinar on Demand, Power BI Showcase!

Happy CRM'ing!

The CRM Minute: 5 Key Office 365 Integrations for Dynamics CRM [VIDEO]

Small and medium sized businesses often face challenges with managing infrastructure and IT staffing. Oftentimes, those organizations think that CRM might not work for their needs. What you may not know, is that Microsoft's cloud does all of this for you with their subscription based model.  With the subscription platform, you don't have the large up front costs of an on-premises environment. Not only that, but you can take advantage of many integrations between Office 365 and Microsoft Dynamics CRM. Today, we'll be taking a closer look at five key Office 365 integrations for Dynamics CRM Online. These are excellent features that small businesses can take advantage of to increase productivity and more!

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Additional Resources for Office 365 Integrations

The CRM Minute: The Mystery of "The Cloud" [VIDEO]

We hear the term "cloud" used in the business world on a regular basis, but if you're like a lot of people, "cloud" is something you know, but might not necessarily understand fully. In today's episode of The CRM Minute, we are going to break down the mystery of the cloud by showing you what the Microsoft Cloud has to offer for your online Microsoft licenses (including CRM of course!) as well as our Microsoft Cloud by PowerObjects program! Let's get started!

Microsoft did a great job of listening to their customers when developing Office 365. Office 365 delivers the power of cloud productivity to businesses of all sizes, helping you save time and money and free up valuable resources. What's great about the cloud in this instance is that you can literally take your Office 365 suite of products anywhere and on any device.  Let's take a look at how an Office 365 online subscription can benefit your organization and break down the “mystery of the cloud” by answering your burning Office 365 questions.

No matter where you are in your Dynamics CRM journey – whether you have bought your licenses or are looking to buy them, with Microsoft Cloud by PowerObjects you will get more out of your investment. A partnership with PowerObjects means you will always have access to a dedicated team who gets you, your needs, and your solution. PowerObjects will be able to manage all of your Microsoft CRM needs, and can deliver, manage, and support your Microsoft Cloud subscriptions. From service, to support, to billing – your CRM and Microsoft Cloud solutions are taken care of by PowerObjects.

Additional Resources

Transcripts

VIDEO 1: Hi. I’m Cecilie, and today we’re going to talk about Office 365, and everything you keep hearing about The cloud. Read More

Webinar Today: Exploring Office 365 Groups and How They Interface with Dynamics CRM

If you've ever looked for a way to involve both internal employees and external vendors, customers, etc. in projects or conversations, Office 365 groups might be exactly what you're looking for! Join our SMB expert, Kyle Welliver TODAY, Friday, May 6th at 10 am CDT for a 30 minute webinar to discuss how to set up and use Office 365 groups. These groups interact using Office 365 products, such as OneNote, OneDrive, and PowerBI, while also interfacing with Dynamics CRM. How could your Microsoft online subscriptions become any more powerful?

Webinar Today: Exploring Office 365 Groups and How They Interface with Dynamics CRM

Webinar Today: Exploring Office 365 Groups and How They Interface with Dynamics CRM

Can't make the webinar?

No worries! We record all of our webinars to be available on demand on our website. If you want to know about upcoming webinars, as well as trainings, conferences, and other events, be sure to check out our upcoming events page. You can also sign up for the monthly PowerObjects’ newsletter, which includes upcoming events.

Happy CRM'ing!

The CRM Minute: We Answer Your Burning Office 365 Questions [VIDEO]

 

Microsoft did a great job of listening to their customers when developing Office 365. Office 365 delivers the power of cloud productivity to businesses of all sizes, helping you save time and money and free up valuable resources. Learn more about how an Office 365 online subscription can benefit your organization and let us help break down the "mystery of the cloud" by answering your burning Office 365 questions.

Additional Resources:

Transcript

Hi. I'm Cecilie, and today we're going to talk about Office 365, and everything you keep hearing about The cloud. Read More

Dynamics CRM and Office 365 Out-of-the-Box Integrations [Webinar]

Dynamics CRM and Office 365 – the new peanut butter and jelly? Join us for a webinar, Dynamics CRM and Office 365: Introduction to Out-of-the-Box Integrations, this Friday at 10:00 am CT to find out how these Microsoft products come together to help you be more efficient and productive.

There is so much power behind all of the features offered as a part of the Office 365 suite, and Microsoft is working on making Dynamics CRM even more powerful by offering integrating with other Office products that are a part of the system – no custom work required. In this webinar, we'll talk about some of the Office products that integrate with Dynamics CRM, including:

Microsoft Word and Microsoft Excel Templates

See how you can pull CRM data into pre-built Microsoft Word or Microsoft Excel templates.

CRM and Office 365

Skype for Business Integration

Watch how you can easily make phone calls by clicking on phone numbers right in the Dynamics CRM record.

CRM and Office 365

SharePoint Integration

Learn how to store documents from across teams in one single location, related to the pertinent record in CRM.

CRM and Office 365

 

Freebie Friday: Two Free Templates for Using Visio to Create CRM UI Mockups

Remember the old adage "A picture speaks 1000 words"? When gathering CRM requirements, that is often more accurate than one may realize. Creating visuals to aid in requirement sessions is nothing new. However, being able to create them to look identical to the actual product is rare. To do so for free, provided you are subscribed to Office 365 or have access to a recent version of Visio, sounds too good to be true. Luckily for you, it isn't.

desk-office-pen-ruler

One of our amazing PowerObjects employees has graciously provided the Microsoft Dynamics CRM community with a customized Visio stencil to generate mockups for CRM 2013 and 2015. Simply download and install the appropriate template below and you'll be creating exact replicas of CRM forms in no time. For ease of use, save these stencils into the Documents>>My Shapes folder and Visio will automatically include those in these in the My Shapes menu the next time you launch it.

If you don't have Office365 and would like more information about the benefits it can bring to your organization, check out our services to find out more!

Happy CRM'ing!

Password Expiration for Office 365 and CRM Online

As CRM Online becomes more and more popular, one of the issues that seem to pop up is the expiring of passwords. These usernamespasswords are inevitably changed when an integration comes along or perhaps with one of our PowerPacks. With a couple pieces of software we can set any users' password to never expire.

Both of these applications are available from Microsoft and are free to download. Make sure you have the correct version installed before following the steps below.

  1. Microsoft Online Services Sign in Assistant
    • If you are using the CRM Outlook client for CRM Online, you should already have this installed, if not you can click here to download this program
  2. Windows PowerShell for Azure Active Directory
    • Click here to download the file

Once these programs are installed, open the Azure Active Directory Module for Window PowerShell program:

Password Expiration for Office 365 and CRM Online

  1. Type in the following command
    • Connect –MsolService and hit Enter
  2. You will then be prompted to enter an Office 365 administrator user and password

    Password Expiration for Office 365 and CRM Online

  3. If you have entered in correct username password, you will be brought back to the Powershell screen

     

     

    Password Expiration for Office 365 and CRM Online

     

  4. Now we can enter in the following command to ensure the password will never expire
    • Set –MsolUser –UserPrincipalName username@xxx.onmicrosoft.com -PasswordNeverExpires $true
    • You will need to replace the username@xxx.onmicrosoft.com with the actual username that you want updated

    Password Expiration for Office 365 and CRM Online

 

 

There you have it! Now the conundrum of trying to remember your passwords are behind you. Please keep our other fantastic blogs in mind as you navigate the waters of Dynamics CRM!

Happy CRM'ing!

Upcoming Webinar: 5 Quick Starter Steps after Activating an Office 365 Trial

Did you know that Microsoft offers free 30-day trials of popular Office 365 plans? With the rising popularity of Microsoft Office 365, many people are wondering how they can get started. A free trial of Office 365 offers your organization an excellent opportunity to go beyond what you have heard or read about Office 365. Each trail account is not a dummied-down version of Office 365—you'll get to activate, create and play in the full version of Microsoft Office 365.  

PowerObjects is hosting a webinar to help you get the most out of your Office 365 trail on Monday, June 30th, 2:00 pm CT - 3:00 pm CT, called 5 Quick Starter Steps after Activating an Office 365 Trial. This webinar will go over 5 simple steps you can do to enhance your trial experience, including:

Watch this on-demand webinar