• Create a new Activity Entity in CRM 2011 simply by checking a box!

      Paul Nieuwelaar, 27 October 2010

      In Microsoft Dynamics CRM 2011, it is now possible to create your own activity entities. So if you’re not happy with just the standard activities, you can now specify when creating a new entity, whether it will be a standard entity, or whether it will be classed as an activity. You may have noticed

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    • Microsoft Dynamics CRM 2011 Pin Views and Records

      Simon Phillips, 26 October 2010

      Do you have a record or view in Dynamics CRM that you use every day? Are you sick of navigating to that view or having to manually find that record you are after? Well in Dynamics CRM 2011 all these issues have been solved with the ability to pin views and records - Like having your own built in fav

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    • Account Credited $1,000,000! Thanks CRM 2011 and SMS

      Gayan Perera, 25 October 2010

        Not real dollars but close enough with Dynamics CRM 2011 custom activities! I must say I'm liking these solution packages, it makes it so much easier to bundle and deploy custom add-ons.   In Dynamics CRM 2011, when you create a new entity you have the option of making it a custom activi

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    • Dynamics CRM 2011 – Importing Data into CRM for the End User

      Mark Smith, 24 October 2010

      Getting data into CRM is a common requirement for most people working with Dynamics CRM.  The Microsoft Dynamics CRM Product has done a fantastic job of improving this for CRM 2011. Many enhancements have made, well done team! Steps to Import: 1. Select Import from the Workplace Menu 2. Selec

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    • Sort, Sift, Save and Set in Dynamics CRM 2011 – Part 1

      Louise Alderton, 23 October 2010

      As I continue my journey of discovery into new features of Dynamics CRM 2011 I can’t help but get more and more excited. For this post I will look at the filter function within CRM 2011- how it works and why it is fantastic. In a nutshell this feature lets you manage and choose the way you view info

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    • Microsoft Dynamics CRM 4.0 and Direct Payment Systems – PX Post

      Roshan Mehta, 21 October 2010

      In my previous post, I showed you how Microsoft Dynamics CRM 4.0 can be integrated with PX Pay – a credit card transaction processing service provided by Direct Payment Systems. In this blog, I will describe how you can use an alternative method to handle your online purchasing needs. PX Post is des

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    • Recurring Appointments in Dynamics CRM 2011

      Paul Nieuwelaar, 20 October 2010

      A new feature that has been added to Dynamics CRM 2011, that before was not available out of the box in Dynamics CRM 4.0, is the ability to create a recurring appointment. To create a recurring appointment in Dynamics CRM 2011 you start by creating a regular appointment, by clicking on Activities, u

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    • Microsoft Dynamics CRM 2011 Web Resources – Your New Best Friend!

      Simon Phillips, 19 October 2010

      With the idea of solutions in Dynamics CRM 2011, Web Resources will now be your new best friend. Web Resources allows you to save a whole list of different things right into the solution itself, saving a lot of hassle in trying to get access to the server the Dynamics CRM system is running on. Or if

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    • Open Sesame! - Dynamics CRM 2011 Solution File

      Gayan Perera, 18 October 2010

      I like breaking into things to see what they look like on the inside, on a rainy day like today with not much to do I decided to see what the solution export file is made of. The exported zip file is similar to the Microsoft Office files, inside the zip file there is [Content_Types].xml which is ex

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    • Warning to NZ Small Employers

      John Eccles, 17 October 2010

      The 90-day trial period introduced in April 2009 for NZ employers was established to encourage small businesses to risk taking on un-tried staff.  It allows companies with less than 20 workers to hire new workers on the scheme, if they agree to it.  Under the scheme they have a 90-day tria

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    • Socialise your Dynamics CRM System

      Louise Alderton, 16 October 2010

      Social Media has undoubtedly become a phenomenon. It allows for anyone to publish or access information on almost anything – and they do. As it can now be considered an integral part of many people’s lives it has become an essential strategy to be included in any business. Also having a Customer Rel

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    • Socialise your Dynamics CRM System

      Louise Alderton, 16 October 2010

      Social Media has undoubtedly become a phenomenon. It allows for anyone to publish or access information on almost anything – and they do. As it can now be considered an integral part of many people’s lives it has become an essential strategy to be included in any business. Also having a Customer Rel

      Read the full article here

    • Dynamics CRM - Programmatically Block Outbound Emails

      Gayan Perera, 15 October 2010

      Time for another crm goodie... We've been working on a little project that needed blocking of certain outbound emails, with the Dynamics CRM plugin architecture this made it very very simple. For whatever reason, if you want to block outbound emails from Dynamics CRM programmatically, hook into

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    • Please CRM 2011 Sir, Format My Phone Number

      Gayan Perera, 14 October 2010

      At Magnetism, we try to make things really easy for Dynamics CRM users, like formatting the address, automatically populating suburb, city, postal code, country by using ajax suggestions, so that the user can go through their daily activities without having to worry about keeping CRM data clean. Esp

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    • Form Customization in Dynamics CRM 2011 – Part 3

      Paul Nieuwelaar, 13 October 2010

      In my last blog post on Form customizations, I showed some new features of Dynamics CRM 2011 that would save you time, such as making a field not display on a form by default, deleting fields, sections, and tabs by pressing the delete key, and dragging fields directly onto the form. Creating new fie

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