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Using Duplicate Detection Rules in CRM 2013 When Qualifying a Lead
As you may have noticed, Microsoft CRM 2013 no longer supports duplicate detection on individual records for updated user interface entities or custom entities. However, this functionality is still...
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Import Sequence Number and the Dynamics CRM Outlook Client
Are you getting a generic error when attempting to configure the Dynamics CRM Outlook Client ? Because there isn’t an actual error message visible from the workstation, it can be a bit frustrating to...
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Build a Sales and Marketing Roadshow with PowerMap in Dynamics CRM
Even in today’s world with virtual meetings and technology to make us more connected, there’s still huge value in getting out on the road and seeing prospects. This is especially true when you have a...
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Tracking CRM User Adoption, Made Easy
If you’ve ever wondered if there was a tool out there that could help you track the usage of your Dynamics CRM users, your wait is over! PowerObjects has developed a log utility tool that can help with...
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Using the New Features of PowerMap 2013 for Dynamics CRM
The PowerMap add-on for Microsoft Dynamics CRM has some fun new tools for 2013, and we are bursting at the seams to introduce you to the fancy features. Come along as we walk you through a scenario...
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Using the Microsoft Dynamics CRM Connection Dialog to Connect to CRM
Looking for a quick way to provide a user with a visual display to connect to CRM? Included in the CRM SDK and part of the Microsoft.Xrm.Client namespace is the Connection Dialog control that provides...
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Customizing Sales Process Flows in CRM 2013
The Dynamics CRM 2013 business process flow functionality offers exciting possibilities for modeling a company’s business processes. This includes building out sales processes in CRM—particularly the...
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Microsoft Dynamics CRM 2013 Business Units and Data Silos
One of the truly powerful features of Microsoft Dynamics CRM as a business application platform is its built-in security tools. The security framework that CRM provides allows an organization to build...
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Announcing Dan Menninger, Scribe MVP!
PowerObjects is excited to announce that we have a Scribe MVP on our team! Dan Menninger joined the PowerObjects delivery team in July as a Technical Consultant, and has been rocking out with Scribe...
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Creating If Then Else Logic in CRM 2013 Business Rules
We’ve already shown you how to perform field validations to control field visibility and field requirement levels with Business Rules in Microsoft Dynamics CRM 2013. In this blog, we will discuss how...
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DIXF Show labels in the sample template
Sometimes when you are working with the data import you have to give the template file to a business user that might not be familiar with the underlying field names in the entities/tables. For...
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Programmatically change the Business Unit of a Team in Dynamics CRM
We had this requirement recently where we need to change the business unit of teams programmatically. Seemed quite easy since I already had the experience of the using SetBusinessSystemUserRequest...
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Microsoft Acquires Adallom for Enterprise Cloud Security
Microsoft has signed a letter of intent to acquire Adallom, an Israeli cloud information security company, for $320 million. So report numerous sources including the Wall Street Journal and Calcalist,...
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Microsoft Acquires Adallom for Enterprise Cloud Security
Microsoft has signed a letter of intent to acquire Adallom , an Israeli cloud information security company, for $320 million. So report numerous sources including the Wall Street Journal and Calcalist,...
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Microsoft Acquires Adallom for Enterprise Cloud Security
Microsoft has signed a letter of intent to acquire Adallom, an Israeli cloud information security company, for $320 million. So report numerous sources including the Wall Street Journal and Calcalist,...
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Microsoft Dynamics Profile: Community Service Drives GP Veteran As New MVP
One year ago, Microsoft Dynamics GP expert Harry Lee, aka Redbeard, didn't even know what a Microsoft MVP was - and now he is one. Lee's MVP journey began with a moment of loss - the passing last year...
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How to Easily Get Record Counts for Entitys in Microsoft Dynamics CRM
You can quickly get record counts for all of your entities if you need to using the RecordCountShapshot table in Dynamics CRM. You aren't supposed to do select queries against tables so I wouldn't...
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New NAV Roadmap (NAV2016)
Microsoft has officially published new Microsoft Dynamics NAV roadmap. You can download it form PartnerSource using the following link: //aka.ms/navroadmap Before NAV 2016, roadmap was as...
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5 Things We’ve Learned from 100 Go Lives
One of our proudest accomplishments as a company is that we have completed over 100 successful go lives with Microsoft Dynamics AX. It’s fair to say you’d be hard pressed to find another partner with...
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Microsoft Worldwide Partner Conference by the Numbers – 2015 Edition
We always leave with a ton of great takeaways and announcements from Microsoft's WPC and this year was no different. 0: number of sails in the new Dynamics logotype. From Monday’s keynote, it...(read...
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