• Saving as .gif for Dynamics CRM 16x16 icons

      David Sutton, 11 June 2010

      When it comes to saving icons for CRM you are restricted to saving in the .gif and .ico file format. I have had a great deal of trouble when saving 16x16 icons in the .gif file format because of the fact that they would either turn out blurry or pixelated. When saving the larger .gif format icons I

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    • Changing the Default Form Window Size

      Paul Nieuwelaar, 09 June 2010

      By default in CRM when you open up a Lead, Contact, Account or any other form for that matter, the dimensions of the windows are 1012 pixels wide, by 611 pixels high, and the position of the window is 124 pixels in from the left of the screen, and 170 pixels down from the top of the screen. These pr

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    • Installing and Configuring the CRM for Outlook Client

      Paul Nieuwelaar, 02 June 2010

      If you use Microsoft Dynamics CRM in your business, and you are thinking about installing the CRM for outlook client, this blog will walk you through installing it, and setting it up. Installing CRM for Office Outlook Create a new folder in the C: Drive. Open Computer and then open Local Disk (C:).

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    • Event Management Accelerator

      Simon Phillips, 01 June 2010

      The Event Management Accelerator is a way for you to organise and keep in control of all your events and make sure that nothing is left undone, and no one is left unorganised. The install of this accelerator is not exactly easy, but if you follow the installation video you will get there in the end.

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    • Auto Updating Reflections in Photoshop

      David Sutton, 31 May 2010

      One thing that I have always struggled with when making icons of CRM is making slick, nice looking reflections. After researching the problem on the internet and finding out what I already knew I was at a loss. However I started using smart objects to combine all my icons into one unflattened image

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    • How to pre-filter the form assistant

      Gayan Perera, 28 May 2010

      Time for another trick... While trying to reduce as many clicks as possible one customer insisted that they want the form assistant pre-filtered, most of you are aware that this is not supported. Google Bing said it's unsupported and I couldn't see any useful info so opened up the IE Dev Toolbar a

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    • Benefits of using the CRM for Outlook Client

      Paul Nieuwelaar, 26 May 2010

      Some CRM users are hesitant on using the CRM for Outlook Client, as they think it is just another program they need to have running on their computer, but that is probably because they are not aware of all the time saving features of the Outlook Client that are not included in the CRM Web Client. If

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    • CRM Masthead Customization

      David Sutton, 10 May 2010

      A discussion here at Magnetism started me wondering if it is possible to add your logo or another image into CRM. After searching on the internet I came across a few solutions to this problem. The solution requires either editing the image files in the CRM directory or changing the .CSS definition.

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    • Creating CRM icons

      David Sutton, 26 April 2010

      Custom icons in CRM are a main visual point of customizing CRM for a company or organisation. Over the next blog I will explain how to create these icons, what sizes these icons need to be and what formats these icons need to be saved in. I will guide you through with an icon that I will create over

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    • How to check what version of CRM you’re using

      Paul Nieuwelaar, 21 April 2010

      Ever wondered what version of CRM you were using? Or what Rollup your CRM is currently on? If for any reason you need to update your current version of CRM to the latest rollup, but you don’t know what rollup you’re currently on, instead of downloading and installing every rollup from 1 to 10, just

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    • Microsoft tag

      David Sutton, 19 April 2010

      Microsoft Tag is a coloured barcode that can be used for redirecting customers to a website or adding contact details to their phone. One thing that can be done with the tags is that images can be added to them and they can be personalised to your company or individual style. This is one that I have

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    • Deploying Customizations to a Live Server

      Roshan Mehta, 31 March 2010

      I had the chance to deploy a clients CRM implementation from our test server to their live server, including all custom CRM pages that we created. The implementation consisted of quite a few new custom entities, as well as customizations to the site map. I began by first publishing all customization

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    • Surviving Tough Economic Times: Service Your Way Out of the Down Turn

      Mark Smith, 26 March 2010

      The best way to stand out from your competitors is not necessarily to cut prices, which in the process cuts profits. When customers are able to pick and choose between suppliers who are selling similar products for similar prices the key decider is the customer service experience. For this reason,

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    • Dynamics Training: Getting the Most Out of CRM

      Megan Walsh, 23 March 2010

      Learning to use new software is not easy. Changing the way that you do things as a manager or as a staff member takes time and a strong commitment to the new process. For our customers who are new to Dynamics CRM we firmly suggest taking the time to do some formal and informal training with their t

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    • Using Advanced Find to List all the Microsoft CRM E-mail Records with Unresolved E-mail Addresses

      Cindy Cator, 22 March 2010

      Without reinventing the wheel I stumbled across this useful information to assist users/administrators when cleaning up their CRM records Microsoft Dynamics CRM Email records can contain unresolved email addresses especially those from Microsoft CRM Outlook Client "Track in CRM" emails. This is

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