• Microsoft Dynamics CRM 2011 Visio Stencil Set - Part 4

      Simon Phillips, 14 December 2010

      If you have read my other 3 blogs you will know that I am currently building a CRM 2011 Visio Stencil Set you will also know all about the features and controls that I have added to all the different field types and side navigation items that I have already built. In this blog I am going to go over

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    • Spying on Dynamics CRM Plugin Messages

      Gayan Perera, 13 December 2010

      Finding out what information gets handed to you via the IPluginExecutionContext is not easy, most of the time you’ll hook up a remote debugger or write to a log file to find out which is tedious and time consuming to setup. To help you, we’ve created an application that you can run on your desktop,

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    • Cost-benefit and CRM System Development

      John Eccles, 12 December 2010

      I have already touched on why a new CRM system should be implemented in stages in my blog on Smart Implementation of CRM. Now I will discuss how you go about developing your Dynamics CRM system from the basic first stage (pilot) system into the system which represents optimum value for money for you

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    • Build, Buy or xRM?

      Louise Alderton, 11 December 2010

      When it comes to software businesses often will go right to the question – Build or Buy? But what if there is another option? In this post I will outline the positives and negatives of each of these options as well as explain another that you may not have considered, and may just be the answer you w

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    • Alternate methods of MPhone algorithms implementation

      Vitalii Symon, 10 December 2010

      Problem statement Initially the mPhone library was created when we faced a problem to create a method to parse a database of European phone numbers which has lots of different and sometimes terrible formats. * In the beginning, on day one we had eight number formats which were looking pretty easy to

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    • Intelligent Dashboards in Microsoft Dynamics CRM 2011

      Roshan Mehta, 09 December 2010

      I have spoken to many Dynamics CRM users who wish to utilize some kind of dashboarding feature within their CRM implementation. With CRM 4.0, this can be achieved using the charting capabilities of SQL reporting. Although this this is a nice way for a business to display a graphical representation o

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    • Dynamics CRM 2011 Main Window Stencilled up in Expression Blend 4

      Paul Nieuwelaar, 08 December 2010

      In my last week’s blog about the Dynamics CRM 2011 Sketchflow Stencils, I had created a working Account form in Expression Blend Sketchflow, so this week I thought I would show the main CRM 2011 window I had been working on, showing Accounts under Workplace. This is what I wanted to create: Since I

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    • Microsoft Dynamics CRM 2011 Visio Stencil Set - Part 3

      Simon Phillips, 07 December 2010

      If you have read my other 2 blogs you will know that I am currently building a Dynamics CRM 2011 Visio Stencil Set. You will also know all about the features and controls that I have added to all the different field types that I have already built. In this blog I am going to explain what else I have

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    • Enter your NZ bank account number below, not a scam, I promise!

      Gayan Perera, 06 December 2010

      At Magnetism we try to minimize data entry as much as possible, it makes everyone happy. While working on a lending application we found that the clients’ application required the customers’ bank name and the branch name. If the customer is anything like me I wouldn’t have a clue where my branch wa

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    • Improving Your Business through Sales Force Automation

      Mark Smith, 05 December 2010

      Making your business competitive and efficient is a big challenge given the tough economic climate that we are experiencing right now.  I have looked for innovative ways to improve our business, keep our clients satisfied and stay on top of our game. One of the key solutions that we are impleme

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    • Microsoft Dynamics CRM 4.0 Applications Exam (MB2-632) – My Top Ten Tips

      Louise Alderton, 04 December 2010

      70% to pass?! Pfft, we are not at university anymore Toto! What happened to the good old days of 50%? Turns out my worry was wasted as I ended up passing with 96%! ☺ Having passed this exam first crack I thought I would share some insight that will hopefully help you when coming to sit this exam.&n

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    • Dynamics CRM to Xero Connector – Version 2.0

      Vitalii Symon, 03 December 2010

      A week ago the Dynamics CRM to Xero Connector 2.0 update was shipped by our company.  It hasn’t changed too much since version 1.0 but few features were added. How does it work? As before the library is shipped both as a Dynamics CRM plugin, which provides automatic synchronization on the fly a

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    • Option Sets in Microsoft Dynamics CRM 2011

      Roshan Mehta, 02 December 2010

      Microsoft Dynamics CRM 4.0 allows you to create custom drop-down list attributes known as Picklists. These are great for capturing data in a single attribute that can take one of many possible values. However, the disadvantage of Picklist attributes in Dynamics CRM 4.0 is that they can only be used

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    • Fully Sketched Dynamics CRM 2011 Account Form

      Paul Nieuwelaar, 01 December 2010

      Last week I finished the account form ribbon, and this week I’ve been working on the rest of the account form. In case you haven’t read my last 2 blogs on my stencils, over the last few weeks I’ve been working on creating Dynamics CRM 2011 Stencils inside of Expression Blend 4 Sketchflow, to be use

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    • Dynamics CRM 2011 Visio Stencil Set Part 2

      Simon Phillips, 30 November 2010

      As you read in my first blog I am in the process of creating a Visio stencil set for the new Dynamics CRM 2011. So far, all I have showed you what the fields will look like. In this post I am going to show you a more in-depth look into how they will function. I have added in the ability to adjust an

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