• Dynamics CRM 2011: Creating a Personal View

      Jaime Smith, 21 July 2012

      I am taking a different path today – usually I talk all about project management and CRM implementations.  However I thought I would share how to create a personal view because I needed a new one the other day to show the pre-tax amount on quotes not just the extended amount. When I provi

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    • Dynamics CRM 2011: Project Culture…Begins in the Analysis Phase with the Project Charter

      Jaime Smith, 12 July 2012

      Earlier this year I touched on the importance of setting up the right climate or culture for your projects.  The time to start setting the scene is right at the start, during the analysis phase. It is at this point that we can bring all involved in the project into alignment and agree on the im

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    • Dynamics CRM 2011 – Solution Rollout

      Jaime Smith, 28 June 2012

      Over the last few weeks I have delved into the different types of projects and templates that SureStep provides with consideration as to how and when you would decide to use each one.  This week I am going to elaborate on how you can combine approaches to deliver a quality solution to you custo

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    • Dynamics CRM 2011 –Out with the Old, In with the New: Upgrade Considerations

      Jaime Smith, 23 June 2012

      CRM 4.0……..      TO CRM 2011…..                                     

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    • Dynamics CRM 2011 – The Agile Approach

      Jaime Smith, 09 June 2012

      Last week I reviewed Rapid, Standard and Enterprise project types, today let’s move to another popular project type in software development – AGILE. There is plenty of information all over the net about AGILE, its origins, methodology, tool etc, so as I have said previously I am looking

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    • Dynamics CRM 2011 – The Avenger Project Types

      Jaime Smith, 29 May 2012

      I mentioned in my previous blogs that I have been reading my way through “Microsoft Dynamics Sure Step 2010: The smart guide to the successful delivery of Microsoft Dynamics Business Solutions” and I have reached the chapter about implementation.  Chapter 5 covers a lot of ground an

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    • Dynamics CRM 2011: Staying Dynamic

      Jaime Smith, 27 May 2012

      It has been a while since my last post and I have been spending a lot of time reading the SureStep 2010 book.  It has been challenging me in the area of communication – it is easy to think that you are good at something or that you do well enough – but is getting by enough? If you p

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    • CRM 2011: Lessons Learned

      Jaime Smith, 18 April 2012

      There are many ways to learn about project management, many courses, short and long, that can teach you the ABC’s of the discipline.  However there is nothing like life to give you a good dousing of reality.  So I have begun reflecting on my experiences and decided to share my though

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    • Dynamics CRM 2011 –Sprints: Nearing the end

      Jaime Smith, 04 April 2012

      * It is about time I wrote another update and what better timing than at the completion of our sprints for this project….but wait…..the finish line has moved! Time for some reflection… Scope Creep I mentioned last time that I was hoping the project wouldn’t see too much scope creep, what I now know

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    • Dynamics CRM 2011 –Sprints

      Jaime Smith, 19 February 2012

      I am currently over seeing a project that has been broken down into a number of stages of development – the current stage has required us to adopt an agile methodology and we have created a number of defined sprints.  It is always a delicate process when trying to review the requirements

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    • Dynamics CRM 2011 –Sprints: turning around quick and fast!

      Jaime Smith, 26 February 2012

      This week my blog was inspired by this cartoon – I found it a clever depiction of the internal thoughts of so many people that work in a high pressure environment, trying to balance resource utilisation, customer requirements and office politics. We are into week two of our project with overl

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    • Beginners Guide to Dynamics CRM 2011

      Jaime Smith, 26 October 2011

      I recently started here at Magnetism and have found myself feeling like I am listening to a whole new language when I sit in the developer’s office!  I began to think that there must be others like me who are new to the world of CRM development and need someplace to start…. So here is my beginn

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    • Dynamics CRM 2011 – Help!

      Jaime Smith, 09 November 2011

      If you are like me, learning something new can be both exciting and frustrating, trying to balance not knowing much but wanting to know everything! Luckily for us, Dynamics CRM 2011 has provided a very robust help tool that can enable us to become proficient and capable users. Dynamics CRM 2011 has

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    • Dynamics CRM 2011 – Help!

      Jaime Smith, 11 November 2011

      In my last Help! Post I eluded that Dynamic CRM 2011 provides multiple options of assistance – This post is going to look at the way it offers help to a system administrator and system customizer.  These two roles are the most important and powerful roles an individual can hold and basically pr

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    • Dynamics CRM 2011 – Resource Centre

      Jaime Smith, 20 November 2011

      Continuing our journey through CRM Help – let’s look at the Online Resource available to assist us in understanding CRM and become competent users.   You can find a link on your left hand navigation, the Resource Centre will open up within your CRM.  This feature makes learning and he

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