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The Benefits of Marketing Lists in Dynamics CRM 4.0
Louise Alderton, 07 August 2010
All of us are aware, and have most likely been a target of, mass marketing campaigns via email or direct mail. But how effective were they in getting you to buy the advertised product or service? My guess is not very effective. Probably, like me, you just bin it without a second thought. As I have m
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The Benefits of Marketing Lists in Dynamics CRM 4.0
Louise Alderton, 07 August 2010
All of us are aware, and have most likely been a target of, mass marketing campaigns via email or direct mail. But how effective were they in getting you to buy the advertised product or service? My guess is not very effective. Probably, like me, you just bin it without a second thought. As I have m
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Troubleshooting Dynamics CRM extensions – Part 1
Gayan Perera, 06 August 2010
In this multi-part blog series I’ll show you how you can troubleshoot errors in Dynamics CRM. Part 1 will cover ISV extensions (custom aspx pages); Part 2 will cover plugins, part 3 and 4 let’s see how we go ☺ We specialise in creating xRM solutions and most of them are fairly large involving custom
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Simple Integration between Bing Maps and Microsoft Dynamics CRM 4.0
Roshan Mehta, 05 August 2010
I have recently been speaking with a representative of a local transport company providing bus charter services to various businesses and individuals in different parts of the country. The transport company currently uses a system which lacks the ability to accurately calculate travelling distances
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Dynamics CRM 4.0 - Saving a Form once all Required Fields are Filled in
Paul Nieuwelaar, 04 August 2010
In CRM, by default, when you create a new record, the left hand navigation area is greyed out until the form has been saved. And the only way to save the form is to fill in every required field, and then click save. Which is fine, but I wanted to make it so that once all the required fields had been
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How to make history appear on an entity
Simon Phillips, 03 August 2010
As a lot of people know it is possible to make related entities appear on the current form through an iFrame and using some JavaScript to load the grid in the form. For those of you who don’t know how this is done; 1. Create an iFrame on the entity you what to display it on. 2. Give it an appropriat
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Changing the Workplace Icon in the Navigation Bar in Dynamics CRM
David Sutton, 02 August 2010
At the bottom of the navigation bar in CRM is the different Areas that CRM provides. Here at Magnetism we have done quite a lot of customisation and, in turn, we have different areas than the standard ‘Out of the box’ product. Naturally, when new areas were made they needed new icons. Because you ca
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How Magnetism transformed the 22 Red Cross locations across New Zealand into one Centralized Dynamics CRM System
Rachel Pizzino, 01 August 2010
New Zealand Red Cross is a major provider of first aid training that brings in millions of dollars of revenue for the organisation each year. The amount of revenue and training the Red Cross provides is commendable, but their dozen or so databases and paper based system was another story. When Graha
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Dynamics CRM Feature - Closed Loop Marketing
Louise Alderton, 31 July 2010
In many organisations there is a division between what happens in the marketing department and what happens in the sales department. This causes problems such as lack of visibility and efficiency. Each department is unable to support each other’s efforts and therefore overall marketing effectiveness
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Dynamics CRM Barcode Scanner Integration – Attempt 1
Vitalii Symon, 30 July 2010
The Barcode is the one of the biggest inventions in business since the creation of the wheel and money. It allows businesses to process data on huge amounts of various products – instantly. You are able to obtain information such as the price and the location of the products when they’re on the move
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Microsoft Dynamics CRM 4.0 for the Small Business
Megan Walsh, 29 July 2010
If, like many New Zealanders, you own or manage a Small Business you might think that using Microsoft Dynamics CRM 4.0 to manage your sales workforce, marketing campaigns and customer service would be well out of your price range. However, Magnetism’s Small Business Package makes implementing Dynam
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Changing Field, Section, and Tab names from a radio button in Dynamics CRM 4.0
Paul Nieuwelaar, 28 July 2010
In this post I will describe how to change a field name, section name, or even tab name based on the selection of a radio button. As you can see below, what we will be achieving is selecting Customer or Supplier from the Contract Type radio button, which will change the Tab, Section and Field name a
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Dynamics CRM 4.0 - How to Swap an Image in a Report based on a field in a Data Table
Simon Phillips, 27 July 2010
Have you ever had the need to dynamically change an image on a SQL report based on a field on the form? Just recently I had to try and make this functionality work. The code to do this is fairly basic although it wasn’t until I went to view the report where I ran into some trouble. With SQL you cann
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How Magnetism bridged the CRM and Accounting Gap for Ezy Build
Rachel Pizzino, 25 July 2010
Recently Magnetism worked with Ezy Build to bridge the Microsoft Dynamics CRM and Accounting gap. Magnetism created an integration process between the two systems – Dynamics CRM and Xero - using a CRM2XERO connector. I would like to highlight the key points of the Ezy Build case study. There is a li
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Introducing…The Marketing Module in Dynamics CRM
Louise Alderton, 24 July 2010
Okay, I’m going to be perfectly honest - I get bored easily. From the array of majors I could have chosen from at University - Marketing appeared to be the least boring one. Not only that, as it happens, it is not boring at all. Marketing is ever-changing and always challenging. Just look at the evo
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