In my last post, I showed you a great way to display the driving directions between two addresses in a Dynamics CRM iFrame, and also pull through the total distance and estimated time values. Although this is a powerful method of integrating the two Microsoft systems, there is always a way in which
Read the full article hereDo you have a need to automate creating the PDF of a report and sending it to a client or user of Dynamics CRM? If your answer is yes, then the tool I am about to explain is perfect for you. Magnetism’s PDF tool will allow you to create a workflow that will attach a PDF copy of the report to an emai
Read the full article hereWith the new version of Microsoft Dynamics CRM, ‘Microsoft Dynamics CRM 2011’ being released, one of the things that I have been wondering is how the graphical elements are going to change for one the icons and the Masthead. For this post I thought that I would cover the Masthead. One thing to take
Read the full article hereIn today’s market, there are a lot of different customer relationship solutions available for businesses to adopt. Microsoft Dynamics CRM 4.0 is one of them, offering a range of improvements that may fit your business needs; such as sales, marketing, and customer service. Before you dive
Read the full article hereIn today’s market, there are a lot of different customer relationship solutions available for businesses to adopt. Microsoft Dynamics CRM 4.0 is one of them, offering a range of improvements that may fit your business needs; such as sales, marketing, and customer service. Before you dive
Read the full article hereSo, in my last few posts we have looked at various Campaign features within the marketing module of Microsoft Dynamics CRM 4.0 including Quick Campaigns, Marketing Campaigns, Campaign Templates and Campaign Responses . In keeping with this theme, in this post I would like to look at another feature
Read the full article hereSo, in my last few posts we have looked at various Campaign features within the marketing module of Microsoft Dynamics CRM 4.0 including Quick Campaigns, Marketing Campaigns, Campaign Templates and Campaign Responses . In keeping with this theme, in this post I would like to look at another feature
Read the full article hereIn my past posts I have already shown you how to display a map inside a Microsoft Dynamics CRM 4.0 iFrame as well as a custom ASPX page using the Bing Maps service. Now, I will merge these two techniques together and display the driving directions between two locations on a custom ASPX page which w
Read the full article hereIn this, my final blog post for Magnetism, I would like to reflect on some key principles of Customer Relationship Management that I have learnt during my time in this role. Whether you are a CRM developer or sales person, an avid CRM user or a CRM newbie I think sometimes its good (and necessary) t
Read the full article hereA few days ago I was reading a post by Marco Amoedo, where I found a very easy to use LinkedIn connector for the Microsoft Dynamics CRM 4.0 Accounts. By adding a few lines of code to the Account forms onload you are able to make a LinkedIn icon appear beside the account name once it has been saved,
Read the full article hereJust the other day, while adding some lengthy, complex java script to a form, I came across what I thought was a problem. I did end up fixing this problem but it wasn’t until I showed a few work colleagues that I realised that it wasn’t so much a problem but rather a cool feature if you are in the n
Read the full article hereThere are many programs available to help increase Productivity. Although Dynamics CRM is not aimed specifically at increasing productivity in the work place, it has tools that help with productivity. It can also be customised so that the processes inside of CRM can be sped up and in turn increase p
Read the full article hereIn my past three blog posts I have explained the very basics of Campaign features within the Marketing Module of Microsoft Dynamics CRM. To sum up these posts… Quick Campaigns – Used to create and distribute a singular marketing activity to a defined group. Marketing Campaigns – Organises all the d
Read the full article hereIn my past three blog posts I have explained the very basics of Campaign features within the Marketing Module of Microsoft Dynamics CRM. To sum up these posts… Quick Campaigns – Used to create and distribute a singular marketing activity to a defined group. Marketing Campaigns – Organises all the d
Read the full article hereIf you’re creating web applications using asp.net or you’re a user that is using ISV extensions you might be aware of the spin up delay. This delay has considerable impact on user experience when it comes to ISV extensions in Dynamics CRM. The delay is caused by the asp.net runtime serializing Micro
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