• How to use Dialogs in Dynamics CRM 2011

      Paul Nieuwelaar, 29 December 2010

      In Dynamics CRM 2011, as well as having the ability to create workflows, like in Dynamics CRM 4.0, you can also create Dialogs. Dialogs are like workflows, although they allow you to work through them step by step, with user interaction, including prompts to gather information easier. To create a D

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    • Overcoming Man’s Greatest Fear – Public Speaking

      Simon Phillips, 28 December 2010

      Public speaking or presenting is a skill that many people have a lot of trouble with, and when forced into having to make a public announcement or presentation they struggle and stumble over there words not only unable to get their message across but also feeling as though they have embarrassed them

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    • Putting a clock to the face in a Dynamics CRM Record

      Gayan Perera, 27 December 2010

        This is an enhancement to the blog post that was written last week about how to put a face to the name in a Dynamics CRM records. As you can see from the above image we also added the option to see the local time of a contact in CRM. If you’re working with people around the globe it’s useful

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    • Microsoft Dynamics Marketplace – Opportunities for low-cost system improvement

      John Eccles, 26 December 2010

      Users of Microsoft Dynamics CRM can now take advantage of the Microsoft Dynamics Marketplace to enhance their CRM system for relatively low-cost.   What is the Microsoft Dynamics Marketplace? An on-line store for Microsoft Dynamics CRM applications.  It works much the same as Apple’s App S

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    • Stress-Free Productivity = Getting Things Done (Book Review)

      Louise Alderton, 25 December 2010

      Here at Magnetism (like every other business I’m sure) we like to get things done. On joining the Magnetism team six months ago I was required to read the appropriately titled book, ‘Getting Things Done’ by David Allen and then mirror the suggested processes in my own work. This book was a bestselle

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    • C# - A ‘dynamic’ keyword for CRM

      Vitalii Symon, 24 December 2010

      With every ‘next’ version of Microsoft .NET Framework we get more and more features and as result – more chances to shoot our own leg.  Not so long ago, var keyword was discussed by the community as potentially dangerous and now we have one more keyword – dynamic - which gives some more freedo

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    • What is Office 365?

      Roshan Mehta, 23 December 2010

      Exciting times are on the way with Microsoft releasing some amazing new software to celebrate the New Year. We are already anxious for the final release of Dynamics CRM 2011, but there is also a new line of Office software applications to be hosted in the cloud. This has been given the name “Office

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    • Solutions in Microsoft Dynamics CRM 2011

      Paul Nieuwelaar, 22 December 2010

      In Dynamics CRM 4.0, the standard way to import and export customizations to be used on other CRM instances was to use the customizations.xml file generated by exporting selected customizations. In Dynamics CRM 2011, the process of packaging and deploying customizations (or solutions) is now easier

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    • Microsoft Dynamics CRM 2011 Visio Stencil Set - Part 5

      Simon Phillips, 21 December 2010

      In all my other posts I have shown you all the elements that have been built to help you create a mock-up of what an entity will look like well now I am going to show you the whole image and what you can expect to be able to show to your customers (This may not be exactly what the final stencil look

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    • Putting a Face to the Name in a Dynamics CRM Record

      Gayan Perera, 20 December 2010

      We recently added a neat little customization to a Microsoft Dynamics CRM 4 organization so that when you open a contact record it goes off to LinkedIn, finds the persons picture if there is one and displays it on the contact record. It’s very similar to the Social Connector in Outlook, if you’d li

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    • I needed Sales Force Automation to Align, Qualify, Close, Grow and Optimize my Business

      Mark Smith, 19 December 2010

      Let me discuss further about Sales Force Automation. Who uses Sales Force Automation or SFA? Any company or business can use the Sales Force Automation strategy.  It doesn’t matter what line of business you are in, whether a large corporation or a small business -  sales automation softwar

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    • Microsoft CRM Standard Sales Accreditation – Help!

      Louise Alderton, 18 December 2010

      A lot of you may be aware with the new requirements that came out in October many of Microsoft’s competencies require you to have sales professionals pass the Standard Sales or Presales Accreditation. For Magnetism I am one of the lucky people who get to tackle this exam. Easy I thought! Well now

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    • Easy Social Connector Creation

      Vitalii Symon, 17 December 2010

      Nowadays any social network offers wide range of information sharing facilities including easy sharing links from 3rd party websites. Social network offers to install small button onto your website and single click will put link to your content to Facebook, Twitter - whatever feed and your resource

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    • What are Connections in CRM 2011?

      Roshan Mehta, 16 December 2010

      Dynamics CRM 4.0 has a very useful feature known as Relationships which allow you to link Accounts, Contacts, and Opportunities with each other using a set of defined relationship roles. However, the limitation of only being able to define relationships between these three entities can be problemati

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    • Customizing Dynamics CRM 2011 with SketchFlow Stencils

      Paul Nieuwelaar, 15 December 2010

      In some of my past blogs, I showed that I had created the Dynamics CRM 2011 Account form and Main Window using only Expression Blend 4 SketchFlow and the stencils I developed for performing customizations. But I didn’t really show how you can use the stencils. So in this post I’m going to be showing

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