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

Remove ‘Add Existing’ Button from a Dynamics CRM 2011 Ribbon

Paul Nieuwelaar, 09 August 2011

A common issue with Dynamics CRM 4.0 was removing the ‘Add Existing’ button on the grids of related entities. By default when you create a relationship/lookup, the related grid on the primary entity has 2 buttons; one to ‘Add New’ records, and the other to ‘Add Existing’ records. However often you w
Read the full article here
A quick view on financial impact of Dynamics CRM 2011

Bina Limbu, 05 August 2011

I would like to share a quick view on the financial impact of Microsoft Dynamics CRM 2011 specifically on sales productivity based on the research by Forrester Consulting group. A study on the economic impact of Microsoft Dynamic CRM 2011 was commissioned by Microsoft and conducted by Forreste
Read the full article here
Importing a Solution into Dynamics CRM 2011

Paul Nieuwelaar, 04 August 2011

In this blog post I will be going through the steps required to import a Managed Solution into Dynamics CRM 2011. Solutions can be downloaded from the Dynamics Marketplace, or from our own Products Page. For this example I will be importing our ‘mNumbering’ solution into Dynamics CRM 2011. Before yo
Read the full article here
Why Sales People should Embrace Dynamics CRM 2011?

Bina Limbu, 01 August 2011

In the past week I read an article titled “14 steps to selling smarter” by nationally respected sales consultant Paul Newsom which was featured in NZ Sales Manager e-Magazine. 1 As much as I find such insight and consultation very useful for every sales personnel, I also find the relevancy of
Read the full article here
How satisfied are Sales representative with CRM?

Bina Limbu, 28 July 2011

According to a survey conducted by Crimson Consulting group among 112 sales representatives and 113 Sales Managers, they identified the top 15 tasks required in a CRM solution, based on the following 4 scenarios. They compared the satisfaction of these users between Microsoft Dynamics CRM and Salesf
Read the full article here
How can I get information out of Dynamics CRM?

Megha Kainth, 27 July 2011

Microsoft Dynamics CRM provides an amazing platform for presenting the information generated via different methodologies. This blog post is an attempt of mine to uncover and highlight the different ways through which information can be retrieved from Microsoft Dynamics CRM 2011. 1. Reports – Report
Read the full article here
Bulk Deletion of Records in Microsoft Dynamics CRM 2011

Roshan Mehta, 26 July 2011

Often a Microsoft Dynamics CRM user will need to delete a large amount of data from the system. This can be a time consuming process if handled manually from the CRM user interface since CRM will only show you a maximum of 250 records per view. Thankfully, Dynamics CRM 2011 provides you with a Bulk
Read the full article here
Clickable Header Fields in Dynamics CRM 2011

Roshan Mehta, 18 July 2011

Dynamics CRM 2011 introduces the ability for system customizers to add fields to the header and footer of each customizable CRM form. This is especially useful for displaying important information about a particular record at the very top of the form and perhaps includes summary information at the b
Read the full article here
Improving Sales with tracked leads in Microsoft Dynamics CRM 2011

Bina Limbu, 15 July 2011

Do you want to track your buyer’s behaviour closely as possible? Do you want to have accurate analysis for lead qualification? The powerful combination of Microsoft Dynamics CRM and Coremotive Marketing Automation solutions makes it easier to gain insight on who opened your emails, interacted
Read the full article here
Double Click to Call Skype in Dynamics CRM 2011

Paul Nieuwelaar, 14 July 2011

In Microsoft Dynamics CRM 2011 you have the ability of setting a field’s type to ‘URL’, which means that when you are viewing a record, the URL field will display like a link with blue text and underlined. When you double click on this field it will open a new window displaying the webpage. This fun
Read the full article here
Error Showing Related Money field in a Dynamics CRM 4.0 View

Roshan Mehta, 11 July 2011

One of our clients recently came across an error when navigating to a customized view in Microsoft Dynamics CRM 4.0. Basically, a CRM user was trying to add a money field of a related entity as a column of the view. After publishing the changes to the entity, the user navigated to the view in CRM on
Read the full article here
Prefill a Date Field with Today’s Date in Dynamics CRM 2011

Paul Nieuwelaar, 08 July 2011

A common issue for users of any system has to input the same dates over multiple records. For example when creating new Invoices in Dynamics CRM 2011 you will often set the Date Delivered field to Today’s date by default, so why not automate this? To make this whole process a bit smoother we can add
Read the full article here
Making Sure Your CRM Solution is the Best Fit for Your Organization

Bina Limbu, 04 July 2011

* You have recognized your business need and considering a
Read the full article here
Retrieving Marketing List Members in CRM 2011

Roshan Mehta, 01 July 2011

Microsoft Dynamics CRM 2011 introduces the concept of dynamic Marketing Lists which allow you to have better control of various categories of Contacts, Accounts, and Leads. However, there are some important things to note when working with Marketing Lists via the Dynamics CRM 2011 SDK. Today, we’ll
Read the full article here
Set Default Text on Any Field in Dynamics CRM 2011

Paul Nieuwelaar, 29 June 2011

In my previous post I showed how using a simple JScript function you can easily show and hide tabs based on the selection of a radio button. In this blog post I will be showing another helpful JScript function: how to prefill fields with default text. Basically what this means is w
Read the full article here

Filter by Category