• How to Create Test Cases for Microsoft Dynamics CRM with XMind

      Megha Kainth, 12 October 2017

      Test Cases are a set of conditions, pre-requisites, actions and expected results. Preparing Test cases is an essential activity performed by a Software Tester. Formation of Test Cases involves a detailed study of the Requirements document. Software Testers usually spend a lot of time writing Test Ca

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    • Tips to Pass ISTQB Foundation Level Exam

      Megha Kainth, 19 May 2015

      The ISTQB (International Software Testing Qualification Board) Foundation Level Exam is a globally recognised certification for software testing. This certification is appropriate for professionals to gain an understanding of the basics of software testing. This certification involves sitting a on

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    • How Magnetism Implemented a Student Acquisition System for Le Cordon Bleu New Zealand

      Megha Kainth, 09 June 2013

      Magnetism provided the CRM assistance to Le Cordon Bleu to implement a student acquisition system to accurately capture, track and manage their leads, automate key workflows, and to acquire a clear visibility of sales pipeline for key stake holders. In this blog post, I would like to highlight

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    • Training Course 80294B: Microsoft Dynamics CRM 2011 Customization and Configuration

      Megha Kainth, 21 April 2013

      At Magnetism, we deliver instructor-led class room training. We offer a wide range of Microsoft Dynamics CRM 2011 training courses. These training courses are delivered by our Microsoft certified trainers and experienced developers. In this blog post I will take you through the course outlines of 80

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    • Features of Polaris in Microsoft Dynamics CRM 2011

      Megha Kainth, 18 March 2013

      Microsoft Dynamics CRM 2011 Polaris release has brought so many useful features to the users of Dynamics CRM.  In this blog post I will give you an overview of the new features. Multiple browser support   Polaris update has provided us the functionality of multiple browser support. Now yo

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    • National NFP Sector Conference 2013

      Megha Kainth, 11 February 2013

      Magnetism is excited to be attending and exhibiting at the upcoming National NFP Sector Conference 2013 in Wellington on 19/20th of February and we would love to see you there!    This conference is the premier event for the sector and this year will focus on providing practical management

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    • How to create E-mail Templates in Dynamics CRM 2011 using ClickDimensions

      Megha Kainth, 22 September 2012

      Microsoft Dynamics CRM 2011 has given us the flexibility to import solutions in it. In this blog post I will discuss how to create E-mail Templates in Dynamics CRM 2011 by using the features of ClickDimensions. To create an E-mail Template in Dynamics CRM 2011 navigate to Marketing > Email Market

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    • Voting Buttons in Microsoft Outlook 2010

      Megha Kainth, 15 September 2012

      On every Friday evening we all staff at Magnetism get together for drinks and nibbles. Every week I need to do a member count before organising drinks for all staff members. To achieve this I use the functionality of voting buttons in MS Outlook. In this blog post I will describe how to use these vo

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    • Sales Process in Dynamics CRM 2011: Invoices

      Megha Kainth, 08 September 2012

      In my previous blog post I have described how to create and fulfil Orders in Dynamics CRM 2011. In this blog post I will describe how to create Invoices in Dynamics CRM 2011. Invoice can be created from an existing order. To create an invoice from an existing order Click on Create Invoice button on

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    • Sales Process in Dynamics CRM 2011: Orders

      Megha Kainth, 01 September 2012

      In my previous blog post I have described how can we create and add Products to a Quote in Dynamics CRM 2011. In this blog post I will describe how to create, fulfill, cancel and invoice Orders in Dynamics CRM 2011. We can create an Order when our Quote is accepted and customer is ready to make a pu

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    • Sales Process in Dynamics CRM 2011: Quotes

      Megha Kainth, 25 August 2012

      In my previous blog post I have described how can we create Opportunities in Dynamics CRM 2011 and how can we add products to an Opportunity. In this blog post I will describe how to create Quote in Dynamics CRM 2011 and how to add existing products from an Opportunity to a Quote. To generate a Quot

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    • Are you ClickDimensions Certified?

      Megha Kainth, 18 August 2012

        ClickDimensions exam measures your capability in determining how proficient you are in using their solution. I have recently attended Click Dimensions webinars and got certified for ClickDimensions. In this blog post I will share few tips to pass this exam and get certified. This exam is spec

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    • Sales Process in Dynamics CRM 2011: Opportunities

      Megha Kainth, 11 August 2012

      In my previous blog post I have described how you can convert a lead to an opportunity in Dynamics CRM 2011. In this blog I will discuss how can we create opportunities in Dynamics CRM 2011 and how can we add products to an opportunity.   An opportunity is considered as prospective sale to an a

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    • Sales Process in Dynamics CRM 2011

      Megha Kainth, 23 July 2012

      The Sales section in Microsoft Dynamics CRM 2011 has everything from Leads, Opportunities to Invoices. In this area you can manage your leads and customers. In this and following blog posts I will write about the sales process in Microsoft Dynamics CRM 2011.   Sales Process starts with a lead w

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    • Create Campaign Responses in Dynamics CRM 2011

      Megha Kainth, 06 July 2012

      Campaign responses are a mechanism to track the record of responses which we receive for our campaigns. Once we have created a Campaign and distributed Campaign activities the next step is to track the responses from the target group members. There are four different ways to record Campaign Response

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