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SharePoint HATES Plus Signs (+)

I recently ran into an issue with one of my clients who have an integreation between one of their custom entities and a SharePoint document library. The integration is pretty basic: for each record that is created in this new entity, we create a folder in SharePoint to store the documents related to the record. [...]

PowerSurvey Video Tutorial

Send surveys inside Microsoft Dynamics CRM with PowerSurvey. This new tool is brought to you exclusively by PowerObjects. To see what this product can do, watch our how to video posted below.

Stay tuned for more videos about our cool Dynamics CRM enhancement features.

Microsoft CRM loves Twitter

Microsoft has been working fast and furious on a bunch of accelerators for Dynamics CRM. One of the new releases coming out is for social network integration…yes this means twitter and who knows what in the future. The accelerators are great on their own a real good place to start a project off. [...]

Outlook and CRM

Well is has been a long haul with many ups and down – but I can say as of today I am finally there.

Background – It is a sad story with a happy ending. As you all know the nirvana of a CRM system for the typical business user is to be able to [...]

Email Tracking Issue: One or More Recipients Could Not Be Resolved To A Record in the System

Recently we had a client who began experiencing some issues tracking their email in CRM. While the email would promote to CRM with no issue, the system was having some difficulty associating the addresses in the ‘From’ and ‘To’ fields to records in CRM. I sent the client a few test emails to see if [...]

The Curious Case of the Import Data Wizard

In Microsoft Dynamics CRM 3.0 there existed an option to update records when using the built-in Import Data Wizard. This was an extremely useful feature; we could export thousands of rows to Excel directly from CRM, update the information using Excel tools (such as Find and Replace), and then import this enriched data back into [...]

Custom Dashboards in Microsoft CRM 4.0

Hey there

Well the folks here are always looking at how to improve the fuctionality of CRM out of the box.  Today one of our CRM superhero’s Thomas gave me a run down on our new dashboard entity.  Can I just say I was blown away!  I spend a lot of my time out talking with [...]

Dynamics CRM linked with Dynamics SL

Quick post today to let you know what we have been working on internally at PowerObjects.  Being a Microsoft shop we finally moved over to Dynamics SL to take advantage of the project accounting features in this product.  In the past we have done work for clients linking CRM and SL together, but I finally [...]

Generate Excel 2007 Sheets from MSCRM Data – OpenXML Show

Office Open XML is an XML-based file format specification for electronic documents such as memos, reports, books, spreadsheets, charts, presentations and word processing documents. The specification has been developed by Microsoft as a successor of its binary office file formats and was published by Ecma International as the Ecma 376 standard in December 2006. [...]

Snap-ins for Microsoft Dynamics CRM 3.0

Snap-in applications enable you and your people to work within the familiar environments of Microsoft Office applications, such as Microsoft Office Outlook, Word, Excel, and SharePoint Server. Microsoft Dynamics Snap is a collection of products for Microsoft Office 2003/2007 users to work with certain Microsoft Dynamics applications. Snap-ins allow Microsoft Office users to interact with [...]