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

Intelligent Dashboards in Microsoft Dynamics CRM 2011

Roshan Mehta, 09 December 2010

I have spoken to many Dynamics CRM users who wish to utilize some kind of dashboarding feature within their CRM implementation. With CRM 4.0, this can be achieved using the charting capabilities of SQL reporting. Although this this is a nice way for a business to display a graphical representation o
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Dynamics CRM 2011 Main Window Stencilled up in Expression Blend 4

Paul Nieuwelaar, 08 December 2010

In my last week’s blog about the Dynamics CRM 2011 Sketchflow Stencils, I had created a working Account form in Expression Blend Sketchflow, so this week I thought I would show the main CRM 2011 window I had been working on, showing Accounts under Workplace. This is what I wanted to create: Since I
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Microsoft Dynamics CRM 2011 Visio Stencil Set - Part 3

Simon Phillips, 07 December 2010

If you have read my other 2 blogs you will know that I am currently building a Dynamics CRM 2011 Visio Stencil Set. You will also know all about the features and controls that I have added to all the different field types that I have already built. In this blog I am going to explain what else I have
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Enter your NZ bank account number below, not a scam, I promise!

Gayan Perera, 06 December 2010

At Magnetism we try to minimize data entry as much as possible, it makes everyone happy. While working on a lending application we found that the clients’ application required the customers’ bank name and the branch name. If the customer is anything like me I wouldn’t have a clue where my branch wa
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Improving Your Business through Sales Force Automation

Mark Smith, 05 December 2010

Making your business competitive and efficient is a big challenge given the tough economic climate that we are experiencing right now. I have looked for innovative ways to improve our business, keep our clients satisfied and stay on top of our game. One of the key solutions that we are impleme
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Improving Your Business through Sales Force Automation

Mark Smith, 05 December 2010

Making your business competitive and efficient is a big challenge given the tough economic climate that we are experiencing right now. I have looked for innovative ways to improve our business, keep our clients satisfied and stay on top of our game. One of the key solutions that we are impleme
Read the full article here
Microsoft Dynamics CRM 4.0 Applications Exam (MB2-632) – My Top Ten Tips

Louise Alderton, 04 December 2010

70% to pass?! Pfft, we are not at university anymore Toto! What happened to the good old days of 50%? Turns out my worry was wasted as I ended up passing with 96%! ☺ Having passed this exam first crack I thought I would share some insight that will hopefully help you when coming to sit this exam.&n
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Dynamics CRM to Xero Connector – Version 2.0

Vitalii Symon, 03 December 2010

A week ago the Dynamics CRM to Xero Connector 2.0 update was shipped by our company. It hasn’t changed too much since version 1.0 but few features were added. How does it work? As before the library is shipped both as a Dynamics CRM plugin, which provides automatic synchronization on the fly a
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Option Sets in Microsoft Dynamics CRM 2011

Roshan Mehta, 02 December 2010

Microsoft Dynamics CRM 4.0 allows you to create custom drop-down list attributes known as Picklists. These are great for capturing data in a single attribute that can take one of many possible values. However, the disadvantage of Picklist attributes in Dynamics CRM 4.0 is that they can only be used
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Fully Sketched Dynamics CRM 2011 Account Form

Paul Nieuwelaar, 01 December 2010

Last week I finished the account form ribbon, and this week I’ve been working on the rest of the account form. In case you haven’t read my last 2 blogs on my stencils, over the last few weeks I’ve been working on creating Dynamics CRM 2011 Stencils inside of Expression Blend 4 Sketchflow, to be use
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Dynamics CRM 2011 Visio Stencil Set Part 2

Simon Phillips, 30 November 2010

As you read in my first blog I am in the process of creating a Visio stencil set for the new Dynamics CRM 2011. So far, all I have showed you what the fields will look like. In this post I am going to show you a more in-depth look into how they will function. I have added in the ability to adjust an
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3, 2, 1, Action! All records on all the pages in 4 grids

Gayan Perera, 29 November 2010

* You have a workflow, you have 5000+ records, and you do an advanced find, it brings back the records only to find that you can run the workflow on a maximum on 250! (With unsupported customizations you can increase this limit but let’s stay out of that space for now) If it’s a one off you can manu
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Bulk Mail-outs via NZ Post and Address Compliance

John Eccles, 28 November 2010

* ** In our electronic age, “snail mail” is still alive and well. For direct-mail marketing, newsletters and magazines there is not really a good alternative. If you are involved in such activities, then you will most likely have come across NZ post’s bulk-mail services Bulk Discounts Th
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Dynamics CRM 2011 Marketing Campaigns – New? No, Improved? Yes!

Louise Alderton, 27 November 2010

In my last post I re-evaluated the Quick Campaign tool in Microsoft Dynamics CRM 2011 and discovered a few new handy functions now available. This week I will move on to investigate the Marketing Campaigns tool to see what CRM 2011 has up its sleeve here. I wrote a post about Marketing Campaigns in
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Dynamics CRM 2011 Marketing Campaigns – New? No, Improved? Yes!

Louise Alderton, 27 November 2010

In my last post I re-evaluated the Quick Campaign tool in Microsoft Dynamics CRM 2011 and discovered a few new handy functions now available. This week I will move on to investigate the Marketing Campaigns tool to see what CRM 2011 has up its sleeve here. I wrote a post about Marketing Campaigns in
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