• Microsoft Dynamics CRM Deletion Service

      Roshan Mehta, 17 March 2010

      Recently, I was working on importing Product, Unit, and Account information from a CSV file for one of our clients. I decided it would be faster to manually input the units into CRM, since there weren’t too many units to create. However, a colleague of mine suggested that it's good practice to creat

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    • A Central Product Backlog

      Megan Walsh, 16 March 2010

      At the CSM course Jens told us over and over again – “Use your common sense!” Common sense is essentially what Scrum is founded on. Sometimes though, when you are trying to implement a new framework it is difficult to know when to stick to the rules and when to use your common sense. My biggest que

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    • Getting Things Done

      Cindy Cator, 15 March 2010

      Ever felt stuck, unproductive or simply just out of control, struggling to keep up with LIFE? Well I certainly felt that I needed to get some sort of structure in both my personal and professional life. The problem is when you’re so overwhelmed and busy running from A to B with daily stuff; y

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    • Review of Microsoft Dynamics CRM Installation and Deployment Exam - MB2-633

      Laura Corcoran, 12 March 2010

      The CRM Installation exam was my third exam to sit and pass. I found the Installation exam one of the easiest exams of the four that I have completed. The exam topics cover the following areas of CRM: Planning a Microsoft Dynamics CRM Implementation, CRM Installation, CRM E-mail Router, CRM for Micr

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    • Certified Scrum Master Training

      Megan Walsh, 11 March 2010

      On Thursday and Friday last week I participated in the CSM Course held at the Hotel Grand Chancellor at Auckland Airport. I had been looking forward to the course since last year and was not disappointed. Our trainers were Jeff Sutherland, co-creator of the Scrum framework, and Jens Ostergaard, a

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    • Programmatically Reuse Dynamics Crm 4 Icons

      Gayan Perera, 10 March 2010

      The team that wrote the dynamics crm sdk help rocks! I wanted to display the same crm icons on our time tracking application for consistency, so I opened up the sdk help file, searched for 'icon', ignored all the sitemap/isv config entries since I know I want to get these icons programatically, abou

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    • Dynamics CRM Sales Automation

      Cindy Cator, 08 March 2010

      How many businesses have CRM implemented, but are not using it to its full potential? Take the first part of the sales component of Dynamics CRM for instance; is it setup to give you the information you need to make informed decisions to deliver your sales strategy? By using workflows you can autom

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    • Hiding Date in CRM DateTime Attributes

      Roshan Mehta, 03 March 2010

      When creating a new DateTime attribute in Microsoft Dynamics CRM 4.0, the format drop-down-list only allows the customizer to select one of two values: Date Only or Date and Time. But what if you want to create a new attribute to show the time only? I came across this scenario when wanting to add in

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    • CRM Helps You Find What You're Looking For - Part 2

      Megan Walsh, 02 March 2010

      Every week my team helps our customers configure and customise their Dynamics CRM instance to make sure that they can capture relevant and valuable information. However, once captured, this information is only valuable if you can easily access and view it. This is where knowing your way around Adva

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    • Roadmap our Business Solution

      Cindy Cator, 02 March 2010

      This innovative tool by Microsoft is the first of its kind to align with business software needs and goals with Dynamics CRM customers   An assessment of our Customer’s current Microsoft Dynamics CRM functionality is done by answering a series of business capabilities questions. Based on these answ

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    • Dynamics CRM 4.0 Applications Exam

      Nathan Eccles, 25 February 2010

      On Thursday, after many hours of study and revision, I sat the Microsoft Dynamics CRM 4.0 Applications exam. Initially I was a little frightened of sitting the exam, but I’d booked it in and there was no backing out. For the 4 days prior to my exam my evenings were filled with revision of CRM concep

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    • Microsoft Dynamics CRM and xRM User Group to be launched in Auckland March 2010

      Mark Smith, 24 February 2010

      We have been working over the past few months with Microsoft and other Microsoft Partners to setup a User Group in Auckland for users of Microsoft Dynamics CRM.   It has been a pleasure getting to know the representatives from the other partners here in Auckland.  In so doing we have created a co

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    • CRM Helps You Find What You're Looking For - Part 1

      Megan Walsh, 24 February 2010

      Microsoft Dynamics CRM has been designed to capture all business data relevant to your business and customers; however sometimes it can be a challenge to find the data you are looking for once it is in the system if you aren’t familiar with using the Advanced Find feature. As a relatively new user o

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    • Return on Investment

      Cindy Cator, 23 February 2010

      Are you making a decision that maximizes the return for your company?   A New Technology Yes or No? To help customers make the right decision when considering a Microsoft Dynamics CRM implementation, besides presenting a statement of work and budgetary estimates, one of the key areas of concern fo

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    • xRM and CRM User Group

      Laura Corcoran, 19 February 2010

      I have recently completed the Applications course for Microsoft Dynamics CRM exam (and passed). My next project was to create profiles for each committee member on the xRM User Group website, to do this I created a table using html for each profile in CRM. Each profile included, the committee membe

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