• 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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    • Customer Source - Attention Dynamics Customers!

      Louise Alderton, 15 January 2011

      Microsoft Dynamics ‘Customer Source’ is a beneficial, information-packed site exclusively for customers of Microsoft Dynamics products. If you are a Dynamics customer and are not taking advantage of this site listen up! In this post I will explain what exactly Customer Source is there for and the be

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    • Bing Maps: More Tricks

      Vitalii Symon, 14 January 2011

      * As I’ve blogged about before, we’ve completed a big task which was integrating CRM with Bing maps. Here are some code snippets which can help you to build own application quickly and easily. So here they are: 1. Showing a hint near a specific push pin: First of all, when creating the pushpin, ma

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    • Microsoft Dynamics CRM 2011 – Improving the Development Experience

      Roshan Mehta, 13 January 2011

      The development experience is yet another improvement when upgrading your Dynamics CRM 4.0 implementation to Dynamics CRM 2011. Dynamics CRM 4.0 uses many “CRM specific” data types which can take a little while to get used to but can still allow you to gain the desired result with any custom program

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    • No More Tabbing – Dynamics CRM 2011

      Paul Nieuwelaar, 12 January 2011

      In Dynamics CRM 4.0, forms were made up of several different tabs, where you had the main information on the General tab, and other fields on the other tabs. This required you to go through each tab, and then once you reach the bottom of that tab you needed to go back to the top of the form to switc

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    • CRM 2011 Visio Stencil Set: The Final Product

      Simon Phillips, 11 January 2011

      Over the past few weeks I have shown you the progress that I have made in creating the CRM 2011 Visio Stencil Set which is now known as mVision, I am proud to announce that the stencils are now complete and are on sale! For full details on and about the mVision stencils visit our website, or contact

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    • CRM 2011 – The WOW effect

      Gayan Perera, 10 January 2011

      The enhancements and improvements that are part of CRM 2011 are impressive! In less than a day you can have a fully working prototype (with smoke and mirrors of course) that’ll knock the socks off your potential customer. Here are few tips and tricks to wow your customers. Customize the masthead ima

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    • Dynamic in Dynamics – CRM 2011 Marketing Lists

      Louise Alderton, 08 January 2011

      A few weeks back Mark Smith wrote a post on Marketing Lists in Dynamics CRM 4.0 vs. 2011 which outlined some new and improved features that will be available. In this post I will expand on this and look a bit further into one of these new features ‘Dynamic Marketing Lists’, what they are and how thi

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    • Dynamic in Dynamics – CRM 2011 Marketing Lists

      Louise Alderton, 08 January 2011

      A few weeks back Mark Smith wrote a post on Marketing Lists in Dynamics CRM 4.0 vs. 2011 which outlined some new and improved features that will be available. In this post I will expand on this and look a bit further into one of these new features ‘Dynamic Marketing Lists’, what they are and how thi

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    • Drawing Over a Bing Map

      Vitalii Symon, 07 January 2011

        Today I’ll provide you with couple of code snippets for handling right click for additional operations with Bing Maps. This might be needed if you want to create a dynamic map with the ability to add/remove some objects on the maps and preserve the ability to navigate the maps in a usual mann

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    • Lookup Fields in Microsoft Dynamics CRM 2011

      Roshan Mehta, 06 January 2011

      Multiple records can be linked together in Microsoft Dynamics CRM by defining relationships. These relationships are then made visible on entity forms using lookup fields. Traditionally in Dynamics CRM 4.0, lookup fields are armed with intelligent functionality to perform searching within the field

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    • JavaScript Libraries on a Form in Dynamics CRM 2011

      Paul Nieuwelaar, 05 January 2011

      In Dynamics CRM 4.0, the method for adding JavaScript was: Open the onLoad or onSave event, and paste all your code into the one text area. This caused code to get very messy, and hard to keep track of. However in Dynamics CRM 2011, there is now a new way of using JavaScript, which makes it so you

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    • Creating Entity Dashboard Charts in CRM 2011

      Simon Phillips, 04 January 2011

      You may have read in another post I have written, that in CRM 2011 any user now has the ability to create dashboards to display all the data that they would use every day and make looking at multiple entities/records at one time easier. But this isn’t the only way that you can create a dashboard gra

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    • Automatically Share a Personal View with Another User

      Gayan Perera, 03 January 2011

        Recently we needed to share personal views with a system/service user to draw Bing maps. (keep an eye out for a cool blog post about geo mapping and geo boundary integration with advanced find views). Advanced Find views are stored under the “userquery” entity; unfortunately this entity is ma

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    • How can a Business Apply Sales Force Automation?

      Mark Smith, 02 January 2011

      On my last two posts, I introduced you to Sales Force Automation (SFA). What it is? What can you get from it? How it will help you stay on top of your game? What makes it efficient? Now I’ll be discussing the implementation of such a method if ever you decide to embrace and leverage Sales Force Auto

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