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PDF Tool, How to send a Report via Email
Simon Phillips, 14 September 2010
Do you have a need to automate creating the PDF of a report and sending it to a client or user of Dynamics CRM? If your answer is yes, then the tool I am about to explain is perfect for you. Magnetism’s PDF tool will allow you to create a workflow that will attach a PDF copy of the report to an emai
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Microsoft Dynamics CRM 2011 Masthead
David Sutton, 13 September 2010
With the new version of Microsoft Dynamics CRM, ‘Microsoft Dynamics CRM 2011’ being released, one of the things that I have been wondering is how the graphical elements are going to change for one the icons and the Masthead. For this post I thought that I would cover the Masthead. One thing to take
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How do you know if Microsoft Dynamics CRM 4.0 is the right fit for you?
Rachel Pizzino, 12 September 2010
In today’s market, there are a lot of different customer relationship solutions available for businesses to adopt. Microsoft Dynamics CRM 4.0 is one of them, offering a range of improvements that may fit your business needs; such as sales, marketing, and customer service. Before you dive
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Tracking Campaign Costs in Microsoft Dynamics CRM 4.0
Louise Alderton, 11 September 2010
So, in my last few posts we have looked at various Campaign features within the marketing module of Microsoft Dynamics CRM 4.0 including Quick Campaigns, Marketing Campaigns, Campaign Templates and Campaign Responses . In keeping with this theme, in this post I would like to look at another feature
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Advanced Integration between Microsoft Dynamics CRM 4.0 and Bing Maps
Roshan Mehta, 10 September 2010
In my past posts I have already shown you how to display a map inside a Microsoft Dynamics CRM 4.0 iFrame as well as a custom ASPX page using the Bing Maps service. Now, I will merge these two techniques together and display the driving directions between two locations on a custom ASPX page which w
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Customer Relationship Management: What, Why, How
Megan Walsh, 09 September 2010
In this, my final blog post for Magnetism, I would like to reflect on some key principles of Customer Relationship Management that I have learnt during my time in this role. Whether you are a CRM developer or sales person, an avid CRM user or a CRM newbie I think sometimes its good (and necessary) t
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LinkedIn Integration with Dynamics CRM 4.0 Accounts
Paul Nieuwelaar, 08 September 2010
A few days ago I was reading a post by Marco Amoedo, where I found a very easy to use LinkedIn connector for the Microsoft Dynamics CRM 4.0 Accounts. By adding a few lines of code to the Account forms onload you are able to make a LinkedIn icon appear beside the account name once it has been saved,
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How to make a Dynamics CRM field always appear as a Footer at the bottom of a Form
Simon Phillips, 07 September 2010
Just the other day, while adding some lengthy, complex java script to a form, I came across what I thought was a problem. I did end up fixing this problem but it wasn’t until I showed a few work colleagues that I realised that it wasn’t so much a problem but rather a cool feature if you are in the n
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Increase Productivity with Microsoft Dynamics CRM
David Sutton, 06 September 2010
There are many programs available to help increase Productivity. Although Dynamics CRM is not aimed specifically at increasing productivity in the work place, it has tools that help with productivity. It can also be customised so that the processes inside of CRM can be sped up and in turn increase p
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How can a Microsoft Dynamics CRM System improve your Customer Service?
Rachel Pizzino, 05 September 2010
Although Microsoft Dynamics CRM does not speak and cannot contact your customers like a real person would, it can do something quite amazing. It creates a sales tool that is so useful to your business that once you start using it, you won’t be able to go back to the archaic days of not having a sim
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Microsoft Dynamics CRM 4.0 Feature - Campaign Responses
Louise Alderton, 04 September 2010
In my past three blog posts I have explained the very basics of Campaign features within the Marketing Module of Microsoft Dynamics CRM. To sum up these posts… Quick Campaigns – Used to create and distribute a singular marketing activity to a defined group. Marketing Campaigns – Organises all the d
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Keep your Dynamics CRM Extensions on Fire
Gayan Perera, 03 September 2010
If you’re creating web applications using asp.net or you’re a user that is using ISV extensions you might be aware of the spin up delay. This delay has considerable impact on user experience when it comes to ISV extensions in Dynamics CRM. The delay is caused by the asp.net runtime serializing Micro
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Automatically Refreshing Microsoft Dynamics CRM 4.0 Forms from Custom Pages
Roshan Mehta, 02 September 2010
I recently created a custom ASPX page for the Opportunity entity in Microsoft Dynamics CRM 4.0. The logic behind this custom page is to allow a Dynamics CRM user to add products to the Opportunity, and click a button which would create the Opportunity Product records, and then close the Opportunity
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Display vs. Visibility in Dynamics CRM 4.0
Paul Nieuwelaar, 01 September 2010
You may have noticed that to make a field appear or disappear on a Dynamics CRM form you can use the JavaScript Display or Visibility. But often when you want to hide a field it is hard to know which one to use. Display: When using Display, the field being changed will be added or removed from th
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How to connect a Silverlight Project to Dynamics CRM 4.0
Simon Phillips, 31 August 2010
As I have been working a lot with Microsoft Silverlight lately, in this post I am going to explain how to connect a Silverlight project into Dynamics CRM 4.0. For the sake of this post I just created a simple ‘Hello World’ Silverlight project to demonstrate to you how to get this project to display
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