Blog Posts for Microsoft Dynamics 365 and Dynamics CRM | Magnetism Solutions | NZ (Auckland, Wellington, Christchurch and Dunedin)

Sales Literature in Microsoft Dynamics CRM 2011

Megha Kainth, 10 March 2012

Last week I had to create Sales Literature in CRM for Magnetism Training Enquiries. I really like the functionality of Sales Literature in Dynamics CRM as we can create product documentation, that we often send to our clients. In this blog post I will explain how to create Sales Literature in Micros
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The NZ Marine Industry, World leaders in Technology. But where is the CRM?

John Fredrickson, 09 March 2012

It could be debated that if you do not have a CRM system in today’s competitive market, you are just not in the game. I am of that belief as follows. About 12 years ago I started a new career as a sales rep. After training I was let loose on the company’s customers. I asked the sales man
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CRM or ERP or Both?

Stuart Haynes, 08 March 2012

CRM or ERP or Both? What are the guide lines for this decision? A conversation came up in the office last week as to when a business would implement a CRM system or an ERP system or in fact both. Interestingly not one of us had a definitive answer. We all new that ERP systems are enterprise focused
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My take on the Dynamics CRM MVP Summit 2012

Mark Smith, 07 March 2012

Returning home from the MVP Summit in Belview I decided to document my findings and share the value that an MVP receives from attending. Each of the interactive sessions for CRM MVPs were in the Advanta Campus where the Microsoft Dynamics CRM team is located. Session after session was wi
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Large CRM 4 to CRM 2011 Upgrade – Too many workflows…

Gayan Perera, 07 March 2012

We’re currently in the process of upgrading a large Dynamics CRM 4 to CRM 2011. CRM 4 was implemented by another vendor and has over 80 workflows! Some of which are very complex with custom workflow activities. We wanted to quickly get a list of all the workflows that had custom activities without
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Sales Streamlining - Dynamics CRM 2011 “where have you been all my life”?

Robert Cooper, 06 March 2012

“Where have you been all my life?” was the principal thought that ran through my head after my first hands on experience of MS dynamics CRM 2011. With 11 years sales experience under my belt most of which spent at two of the UK’s leading media companies, positioned top in th
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Controlling Tabs using JScript in Dynamics CRM 2011

Roshan Mehta, 05 March 2012

The CRM 2011 SDK provides a fully documented library for JScript functions to control form layout. Today we will see how to expand/collapse tabs on an entity form using JScript. Tabs have changed since previous versions of Dynamics CRM and are displayed down the page rather than across the top. User
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Coloured Priority Options on Activities Dynamics CRM 2011

Paul Nieuwelaar, 04 March 2012

In Dynamics CRM 2011 by default every Activity entity, including Tasks, Appointments, Phone Calls, and Emails have a ‘Priority’ Option Set which contains 3 options; Low, Normal, and High. This is just using a standard CRM Option Set, where the default option is ‘Normal’. This looks a little bit pla
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Round Robin Lead Assignment in Microsoft Dynamics CRM 2011

Marc Whitlow, 03 March 2012

I was issued the task of configuring / setting up a system which would allow for round robin assignment of leads. Currently contact from the website is sent to Dynamics CRM as a lead. When these leads are received they are assigned to the Sales Manager and it’s his job to assign these to the s
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Use Entity Mapping to implement the Clone function in Dynamics CRM 2011

Vincent Zhong, 02 March 2012

In my previous blog post about creating a “Clone” button, I showed you how to use JavaScript to open a new entity form, and then use “extraqs” to pass the values of the fields on the current form to the new form. However I did mentioned that if the fields you are going to cop
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MS Communities – Managing a User Group Part 2

Jared Johnson, 01 March 2012

In part one of this blog I described the use of the first two tabs of the User Group management interface – General and Members, now I will introduce the remaining two tabs – Roles and Forums. The roles tab is where you can manage who is on the list of group admins. Group admins as
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Scaling Silverlight Web Resources for CRM 2011

Roshan Mehta, 29 February 2012

When building custom Silverlight screens for Dynamics CRM 2011, it is important that the screens scale to the available space to improve the user experience. Screens with a single control normally scale to the available space automatically, for example calendar or map controls. If you are building a
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Disable Subgrids with Javascript in Dynamics CRM 2011

Paul Nieuwelaar, 28 February 2012

While customizing a form in Dynamics CRM 2011, you can set whether a field should be Read-Only or not, this is done through each of the field properties. This does not require any Javascript, and is useful when storing data that is automatically generated via a plugin or javascript, and which you do
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Learning Resources for Dynamic CRM 2011 – Part 3

Vincent Zhong, 27 February 2012

In my previous blog post, I showed you how to download Microsoft Dynamics CRM 2011 SDK and start using the sample code to retrieve the ribbon definition for the site you chose. Now I will show you some other great learning resources in SDK that I found very useful. The next thing I will show
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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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