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Out of the box, Microsoft Dynamics CRM 4.0 does NOT send meeting requests for Appointments that are created from CRM. This is handled very well from Microsoft Outlook, so the best practices are to create your Appointment from Outlook and track it in CRM using the CRM toolbar.
However, on rare occasion, there is a [...] Have you recently updated the details of an event you have created using the Microsoft Dynamics CRM Event Management Accelerator? Are you finding that the changes you have made to the event in CRM are not appearing on your event website? If so, you have come to the right place! At first glance this issue may seem like [...] 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. [...] 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 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. [...] 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 [...] 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 [...] 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 [...] 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 [...] 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 [...] |
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