• Defaulting the History ‘Filter on’ to ‘All’ on Dynamics CRM 4.0 Accounts and Contacts

      Paul Nieuwelaar, 21 July 2010

      When you open up an Account or Contact in Dynamics CRM 4.0, and click on the History tab, by default it shows the history for the ‘last 30 days’ on that record. So if you want to view all the history for the Account or Contact, you have to manually change the ‘Filter on’ drop down to ‘All’ every tim

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    • Defining a Lookup box in Dynamics CRM 4.0

      Simon Phillips, 20 July 2010

      Have you ever found the need on an activity (or any other entity for that matter) to filter the look up box options to show different entities or to default to a set entity (as it normally displays in alphabetical order making account the usual first choice)? After several requests from customers t

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    • How to measure Martin Personnel’s CRM experience as a Success

      Rachel Pizzino, 18 July 2010

      Last year Magnetism took Martin Personnel on as a client to help integrate Dynamics CRM into their business process. Our work with the ever-expanding recruitment agency, gained us the 2009 Microsoft Partner Award for ‘Microsoft Dynamics CRM Solution of the Year’. In addition, we are again finalists

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    • Pulling Data from a Related Entity in CRM 4

      Simon Phillips, 13 July 2010

      Have you ever wanted to get data from another form and display it on the current form? Just the other day I was required to do this exact thing. After looking on the internet and also asking a few colleagues how this was possible I had acquired a few different ways. The first option was just a mamm

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    • Adding Extra Columns to a Row in a CRM 4 Section

      Paul Nieuwelaar, 07 July 2010

      In the form below, there is a method for payment frequency. Here, the user enters the frequency of payment (day, week, month or year) and will also select how often they will pay, which is a decimal value. For example, if you set ‘Payment Every’ to 3, and ‘Payment Frequency’ to Week, then you would

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    • How to Create a Dashboard in Dynamics CRM 4.0

      Simon Phillips, 06 July 2010

      In my past blogs I explained how to create a custom report that is more visually pleasing and then add it to CRM as a dashboard. I would now like to take this a bit further to explain some more changes we can make to the report, how to filter the data before we place it onto a chart and some other c

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    • How to Change Grid Icons Dynamically

      Gayan Perera, 01 July 2010

        Here is an unsupported but a harmless customisation you can do in Dynamics CRM  to change the grid icons dynamically. In the example above I wanted to show whether an account has been locked or not (keep an eye out for my next blog post on how you can set privacy settings on records/child records

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    • Making a Field Appear Twice on a CRM Form

      Paul Nieuwelaar, 30 June 2010

      I was recently given the task of making a currency lookup field appear on two tabs at the same time, on the same form. After researching online for a way to make the same field appear twice on a form, I found a response to this question stating “It is not possible”. And they may have been right, b

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    • CRM Masthead Customization for Multiple Organizations

      Paul Nieuwelaar, 23 June 2010

      A few weeks ago, a blog was posted by David Sutton called CRM Masthead Customization, and it was explaining how to customize the masthead in CRM. However if you have multiple Organizations in your CRM environment, the masthead will be added to all Organizations, rather than having a unique masthead

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    • Styles for a Custom Report

      Simon Phillips, 22 June 2010

      In my previous blog I showed you the basics of creating a custom report, if you have not read this or watched the video I suggest that you do that first. This blog I am going to show you all the other cool little things that you can do to customize the report more. The first thing you should know i

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    • Changing the Title in Microsoft Dynamics CRM 4

      David Sutton, 21 June 2010

      When I say the title I mean the name that appears in the Tab. Even thoughthis is a very easy process it requires you to make changes to code. This is an unsupported customization by the Microsoft Dynamics CRM 4.0 SDK. First of all you need to go to the following directory. C:\Inetpub\wwwroot\ C:\Pr

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    • Migrating Data Into Dynamics CRM 4

      Roshan Mehta, 17 June 2010

      Data Migration is a massive step of implementing Microsoft Dynamics CRM. As a business, rather than throw away all the data that you have stored in your old system, you'd want to keep all that data and move it from the old system into CRM. This is a process that requires a lot of time and effort, an

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    • Hiding Sections on a CRM 4 Form

      Paul Nieuwelaar, 16 June 2010

      Once you know how to hide sections on a CRM form using Javascript, it can be used together with other Javascript functions, such as hiding fields and tabs, and suddenly the customization capabilities of the CRM form are endless, and you’ll end up having forms where only the relevant fields are displ

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    • Creating a Custom Report for Dynamics CRM 4

      Simon Phillips, 15 June 2010

      Lately I have been working a lot on custom reports and learning a lot about SQL reporting - how to use it and how it can work for you. I have found that it is not as hard as I thought it would be and actually found it rather fun to do. So in this blog I am going to explain some of the things you wil

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    • Changing the CRM Icon

      David Sutton, 14 June 2010

      In CRM one easy customisation to do is to change the Favicon (the small icon that displays inside the address bar and browsing tab). The reason why you would change this is to incorporate and personalise CRM for you company. Note: This is an unsupported customization by the Microsoft Dynamics CRM

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