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Setting up your Dynamics CRM 2011 Outlook Client
Paul Nieuwelaar, 02 November 2011
In this blog post I will describe in depth the steps to Install and Configure your Dynamics CRM 2011 Outlook Client for Office 2007 and 2010. Download Installer: First you will need to download the Dynamics CRM 2011 Outlook Client Installer, which can be downloaded in 2 ways: 1. Click on the ‘Get CR
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Duplicate Detection in Dynamics CRM 2011
Roshan Mehta, 01 November 2011
An important aspect of any system is the ability to detect duplicate records when data is added or updated in the database. Duplicate Detection can help an organisation maintain clean and consistent data across the system without having to perform manual duplicate checking. Dynamics CRM has a nice d
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Click to Call Lync from Dynamics CRM 2011 Forms
Paul Nieuwelaar, 31 October 2011
In my previous post on Click to Call from Dynamics CRM 2011 Grid views with MS Lync, I showed how easily Lync can be used to call your contacts from Dynamics CRM grid views with an easy to use ‘click to call’ feature. In this post I will be showing another handy ‘click to call’ method for Dynamics C
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Top five ways on how salespeople can benefit from Mobile Dynamics CRM 2011
Bina Limbu, 28 October 2011
More and more companies are trying to gain faster, more accurate communication both with internal staff and customers. They want to improve the ability to manage and update information with Mobile CRM. Yankee Group conducted a survey and found almost half of the companies seeking to implement mobile
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Understanding Sequence and TemplateAlias when modifying the Dynamics CRM 2011 Ribbon
Marc Whitlow, 27 October 2011
In Dynamics CRM 2011, when editing the ribbons it is important to understand the effects that the TemplateAlias and Sequence can have on your overall results. When adding a Contextual Help button to Dynamics CRM 2011 I noticed that the value given to Sequence was very important as it effected how th
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Beginners Guide to Dynamics CRM 2011
Jaime Smith, 26 October 2011
I recently started here at Magnetism and have found myself feeling like I am listening to a whole new language when I sit in the developer’s office! I began to think that there must be others like me who are new to the world of CRM development and need someplace to start…. So here is my beginn
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Colour Indicators for Microsoft Dynamics CRM 2011 Records
Roshan Mehta, 25 October 2011
With the introduction of dashboards in Dynamics CRM 2011, users are provided with a visual representation of their business data. We can take this idea and combine it with the ability to modify the CRM user interface using JScript to show colour indicators inside CRM records and alert users based on
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Hidden clues inside CRM 2011 rollup 4 – what’s coming in R7 update!
Gayan Perera, 24 October 2011
One of the team members here was configuring security roles and found an entity called “Post”, we’ve never seen this before and it didn’t show up under customizations. Since we’re a curious bunch we modified the database, here’s what we found... By default the IsCustomizable field is set to F
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Top Four Reasons why you need to automate your Sales Process with Dynamics CRM
Bina Limbu, 21 October 2011
From small to big scale sales organizations, they all face the common challenges such as an expanding customer database, increased competition, higher customer expectation, longer sales cycle, and time consuming tasks related to selling. Above all, the customers buying behaviour is changing an
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CRM Project Evaluation
John Eccles, 20 October 2011
After about 4 weeks of operation there should be a formal evaluation of the system to assess user-acceptance of the system and overall user-friendliness of the system. The evaluation will highlight any misalignments, software bugs, ideas/needs for software enhancements and any further training
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How to create Aged Debt Report in Dynamics CRM 2011
Megha Kainth, 19 October 2011
In my previous blog post I have elaborated the process and procedure of how to create a month to date invoice report in Dynamics CRM 2011. In this blog post, I will explain more about the reporting features in Dynamics CRM 2011. As we all know the importance of sending an invoice once the work has b
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Click to Call from Dynamics CRM 2011 Grid Views with MS Lync
Paul Nieuwelaar, 18 October 2011
If you are a Microsoft Lync user, you may have already noticed around the web some phone numbers displaying a small phone icon after them. If you have tried clicking on one of these icons you would have noticed a Lync call would have started using that phone number. While this can sometimes be annoy
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Landing page and tracking the interaction in Dynamics CRM Campaign
Bina Limbu, 17 October 2011
When running certain marketing promotion such as events, product launch and other initiatives, a landing page containing specific information to drive visitors to call to action like registration can be of big help. You can further track the visitors’ traffic to your landing page by linking it to a
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Associate/Disassociate Message for Dynamics CRM 2011 Plug-ins
Roshan Mehta, 14 October 2011
If you are a Dynamics CRM 2011 developer, you may have had issues when attempting to register plug-ins on the associate and/or disassociate message via the Plugin Registration Tool. This wasn’t a problem in Dynamics CRM 4.0, so why do many websites and blogs tell me that the associate and disassocia
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Set a Time Stamp on Activities in Dynamics CRM 2011
Paul Nieuwelaar, 13 October 2011
In Dynamics CRM 2011, when I am entering phone call activities or tasks I often find that I am updating the same activity multiple times. As a result of this I end up needing to enter in the date and time before each update to the description in order to keep a ‘time stamp’ of when each change was d
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