• Outstanding Customer Service

      Louise Alderton, 29 January 2011

      Providing great customer service is fundamental to any organisation. It can make a significant difference to whether a customer will continue to interact with you or more importantly – not. Just like the saying goes… ‘A happy customer will tell a friend; an unhappy customer will tell the world’. So,

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    • CRM 2011 Silverlight Multiple Pages within a Single xap file

      Gayan Perera, 28 January 2011

      The ability to use Silverlight in CRM 2011 is a great improvement over ASP.NET ASPX. Especially since Silverlight is supported in all deployment types (On-premise, Partner hosted, Online). Therefore it makes sense to use Silverlight instead of ASP.NET ASPX pages. One of the biggest challenges we fac

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    • Easily Create Relationships in CRM 2011

      Simon Phillips, 27 January 2011

      * There have been many improvements made to the customizations area in Dynamics CRM 2011. In this post I will cover two of these, first of which will be the easy creation of relationships, and the other being, once you have the relationship created, to insert a sub-grid onto the form. You will disco

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    • Filtered Lookups in CRM 2011

      Roshan Mehta, 26 January 2011

      There have been many occasions where CRM users have asked for filtered lookups. What are filtered lookups you ask? Let’s say you have an entity with a lookup field to Account and another lookup field to Contact. You want to be able to select an Account from the first lookup, and then choose a Contac

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    • Evidence Supporting Sales Force Automation

      Mark Smith, 25 January 2011

      Let me share with you some case studies and videos about how companies improve their business with Sales Force Automation software like Microsoft Dynamics CRM. Here are their success stories. Case Studies: • “Large Finance Company Builds Ideal Sales Force Automation Tool by Harnessing Dataflow.” Le

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    • Evidence Supporting Sales Force Automation

      Mark Smith, 25 January 2011

      Let me share with you some case studies and videos about how companies improve their business with Sales Force Automation software like Microsoft Dynamics CRM. Here are their success stories. Case Studies: • “Large Finance Company Builds Ideal Sales Force Automation Tool by Harnessing Dataflow.” Le

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    • Magnetism Achieves New Gold CRM Competency

      Louise Alderton, 24 January 2011

      We are proud to announce that under Microsoft’s new Partner Network requirements Magnetism has achieved the Gold Customer Relationship Management competency – the highest recognition for a CRM partner! Competencies awarded to us by Microsoft help us as a business to demonstrate our expertise to you

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    • How to Designate Magnetism as your Partner on Record for Microsoft Dynamics CRM Online

      Paul Nieuwelaar, 23 January 2011

      If you already have your organization set up on Dynamics CRM 2011, then the steps described in this blog will show you how you can designate Magnetism as your organizations Dynamics CRM 2011 Partner on Record. If you haven’t yet got Dynamics CRM 2011, I recommend you read my previous blog post on Ho

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    • How to get your hands on the Dynamics CRM 2011 Trial

      Paul Nieuwelaar, 22 January 2011

      The full version of Dynamics CRM 2011 has now been released, and if you want to get your hands on the trial version, all you have to do is follow the steps below to get started right away. 1. Follow this link: http://crm.dynamics.com/en-nz/trial-overview. 2. Click on ‘Try Now’. 3. You will then be

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    • CRM 2011 Dynamic JavaScript

      Simon Phillips, 21 January 2011

      With CRM 2011 all JavaScript is now saved into the solution and to write the script it now has to be included in a function - people who are used to the old way of writing JavaScript may find this difficult at first, but it does get easier. While updating some JavaScript that I had written from CRM

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    • Bing Maps and CRM – Hand in Hand

      Roshan Mehta, 20 January 2011

      The friendship between Dynamics CRM 4.0 and the online mapping solution created by Bing is strengthening with each new solution we develop. Here at Magnetism, we have found new ways to integrate the two applications in order to build rich mapping experiences for our Dynamics CRM clients. One of our

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    • Advanced Find in Dynamics CRM 2011

      Paul Nieuwelaar, 19 January 2011

      Advanced finds in Dynamics CRM 2011 are very similar to advanced finds in Dynamics CRM 4.0 in how they work, however there are a few subtle differences that shouldn’t go unnoticed. The Query part of the advanced find works exactly the same as in Dynamics CRM 4.0, in that you set the query in the fo

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    • Directly injecting data into the CRM 4 SQL database – 1100% Faster!

      Gayan Perera, 18 January 2011

      Let me start by saying this is not recommended and not supported by Microsoft. We’re replacing an old financial/lending application with Dynamics CRM 4; everything is going great so far except for the fact that it takes way too long to run a process that gets run every three days which processes 10

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    • Fetching Advanced Find Views

      Vitalii Symon, 17 January 2011

      Our team has just finished integrating Dynamics CRM with Bing maps to enable users to perform interactive queries to list all contacts in certain area. The tool is very quick and easy to use. One of most important components is enabling users to reuse saved queries from CRM, so users can predefine n

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    • CRM and Marketing Research

      John Eccles, 16 January 2011

      With a good CRM system, there is no excuse for not testing and optimising your marketing campaigns. * Marketing Research Marketing research is the systematic gathering, recording, and analysis of data about issues relating to marketing products and services. The goal of marketing research is to iden

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