* You have a workflow, you have 5000+ records, and you do an advanced find, it brings back the records only to find that you can run the workflow on a maximum on 250! (With unsupported customizations you can increase this limit but let’s stay out of that space for now) If it’s a one off you can manu
Read the full article here* ** In our electronic age, “snail mail” is still alive and well. For direct-mail marketing, newsletters and magazines there is not really a good alternative. If you are involved in such activities, then you will most likely have come across NZ post’s bulk-mail services Bulk Discounts Th
Read the full article hereIn my last post I re-evaluated the Quick Campaign tool in Microsoft Dynamics CRM 2011 and discovered a few new handy functions now available. This week I will move on to investigate the Marketing Campaigns tool to see what CRM 2011 has up its sleeve here. I wrote a post about Marketing Campaigns in
Read the full article hereAlong with cloud computing there is a new modern buzzword discussed – NoSQL. This term is relatively new (it was introduced in 1998) but the concept works for such giants like Facebook, Amazon and the BigTable project by Google. Initially the term was applied to a lightweight open source database wi
Read the full article hereTwitter, tweet, retweet, direct tweet, follow, followers. These are some of the words you may be familiar with if you are an active user of the Twitter social networking service. But what is Twitter and how can it help my business? * When Twitter first launched, I saw people tweeting things li
Read the full article hereIn my last post on the All New Dynamics CRM 2011 Stencils I mentioned that I would be working on created a set of Microsoft Dynamics CRM 2011 stencils, to be used inside of Microsoft Expression Blend 4 Sketchflow so that you can create your entities and customization in Blend, before performing them
Read the full article hereHow would you like to be able to go to a customer with what all the forms in CRM 2011 will look like after it is all completed without even going onto CRM 2011 itself? Sounds too good to be true you think - well it’s not. I bet you all remember the CRM 4.0 Visio Stencil set. Well now that CRM 2011 h
Read the full article hereThe plugin registration tool is great when you want to quickly register, change and test plugins, but if you have an automatic build/testing environment you need some way of creating a new CRM organisation, importing customizations, register custom plugins/workflows and run your tests. Below you’ll
Read the full article hereIn my last post I talked about my change in hardware in my quest to build the ultimate Demo Machine for showcasing Microsoft Dynamics CRM 2011. So I now have most of the hardware. And this is what I have had to do to get it to the current state: 1. Remove Windows 7 and all the HP pre-installed
Read the full article hereA couple of months back I wrote a post on Using Quick Campaigns in Dynamics CRM 4.0. In keeping with my theme of Microsoft Dynamics CRM 2011 discovery I thought I would re-evaluate this tool in to see what exciting new things have been brought to the table. Let’s take a look… Firstly, just to re-cap
Read the full article hereIt’s time to talk about new feature in CRM 2011. Today it’s assigning records to a team – a small but very useful ability – it allows you to share records not just among individual users like before, and have trouble every time when somebody gets a sick and is off for two days, but create teams of e
Read the full article hereYou may already know that Dynamics CRM 4.0 greatly improves productivity for businesses in any industry. One way that this is achieved is through the use of workflows, which allow you to automate business processes, saving you time and money. This post will focus on the idea of “automation”, but in
Read the full article hereOver the next couple of weeks I will be creating a set of Dynamics CRM 2011 stencils to be used inside of Microsoft Expression Blend 4 Sketchflow, so that you can design your customizations with the stencils before actually performing the customizations inside of CRM. Microsoft Expression Blend 4
Read the full article hereQueues were a very productive way to organise and assign work to people but unfortunately in CRM 4.0 you could only assign Cases to a queue, and if you had a team of people who could solve or who all work on the same things at the same time you had to go and share the record with them for them to be
Read the full article hereI was browsing the dynamics forums the other day and saw a post asking about the progress bar in CRM, we created one awhile back; here it is for anyone else that's looking for something similar. Click here to download a working sample. What you'll need • jQuery 1.3.2 •&nbs
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