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Microsoft Sure Step 2010 Exam Preparation – MB5-858
David Sutton, 15 August 2010
Sure Step is a program that is designed to provide Microsoft Partners with tools to provide a better, smoother implementation when dealing with Customers. It breaks the implementation process into several phases which contain Activities, Tasks and Sub-tasks. Although the program itself is very simp
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Building Custom Screens On Top of Dynamics CRM
Gayan Perera, 14 August 2010
When building xRM applications on top of Dynamics CRM, the existing create, edit forms are sometimes just too many clicks away or would be a step back from the existing software you’re trying to replace. The solution is to build a streamlined screen to suit the business requirements. Here’s a real w
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How does Dynamics CRM 4.0 assist your Sales Teams process of prospecting new clients?
Rachel Pizzino, 13 August 2010
Most businesses want and need to enhance their client lists to stay competitive in their industry. How do they go about doing that? I am sure every business has a unique way of prospecting for new clients, but are they all proven successes? In this post, I will address the Microsoft Dynamics CRM bes
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Automated Proposal Generation with Microsoft Dynamics CRM 4.0
Megan Walsh, 12 August 2010
The first full time job I had was as a receptionist for a recruitment agency in Sydney, Australia. One of the most important lessons I took away from that job is that ‘we are all in sales’. Sales drives success in any business and recently we have been approached by several organisations who are loo
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How to add both Text and Data fields in a Textbox or Table Cell in Microsoft Dynamics CRM 4.0
Simon Phillips, 11 August 2010
With SQL reporting, it isn’t always sufficient to be able to just place data fields on to the report. Sometimes, you need to add what is being displayed on the report; you may want to display that data inside of a sentence or part of another word. I came across the need for this when creating a repo
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Changing Field Focus in Dynamics CRM 4.0 to Clean up the Invoice Product
Paul Nieuwelaar, 10 August 2010
In this blog post I will mainly be using two different pieces of JavaScript on the Invoice Product, to make the form more user friendly. The first piece of code is to change the field focus, and the second is to prefill the ‘Unit’ field, which I will be using from Nathan Eccles blog, called Populati
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A New Take on the Masthead in Dynamics CRM 4.0
David Sutton, 09 August 2010
Before I even start I want to warn you that this is an unsupported customisation in CRM and that if you do this wrong other things in CRM may break. Anyway, one of our clients came to us wanting a masthead put up on their CRM as they had come up with a design themselves. This was fine as I had done
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Dynamics CRM Barcode Scanner Integration - Attempt 2
Vitalii Symon, 08 August 2010
To recap on my last blog post, I was assigned a task to connect a Barcode Scanner to Dynamics CRM. One of our customers required this integration to check, monitor and manage attendance levels for events. My previous post was my first attempt at this integration, offering a solution for using barcod
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The Benefits of Marketing Lists in Dynamics CRM 4.0
Louise Alderton, 07 August 2010
All of us are aware, and have most likely been a target of, mass marketing campaigns via email or direct mail. But how effective were they in getting you to buy the advertised product or service? My guess is not very effective. Probably, like me, you just bin it without a second thought. As I have m
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Troubleshooting Dynamics CRM extensions – Part 1
Gayan Perera, 06 August 2010
In this multi-part blog series I’ll show you how you can troubleshoot errors in Dynamics CRM. Part 1 will cover ISV extensions (custom aspx pages); Part 2 will cover plugins, part 3 and 4 let’s see how we go ☺ We specialise in creating xRM solutions and most of them are fairly large involving custom
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Simple Integration between Bing Maps and Microsoft Dynamics CRM 4.0
Roshan Mehta, 05 August 2010
I have recently been speaking with a representative of a local transport company providing bus charter services to various businesses and individuals in different parts of the country. The transport company currently uses a system which lacks the ability to accurately calculate travelling distances
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Dynamics CRM 4.0 - Saving a Form once all Required Fields are Filled in
Paul Nieuwelaar, 04 August 2010
In CRM, by default, when you create a new record, the left hand navigation area is greyed out until the form has been saved. And the only way to save the form is to fill in every required field, and then click save. Which is fine, but I wanted to make it so that once all the required fields had been
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How to make history appear on an entity
Simon Phillips, 03 August 2010
As a lot of people know it is possible to make related entities appear on the current form through an iFrame and using some JavaScript to load the grid in the form. For those of you who don’t know how this is done; 1. Create an iFrame on the entity you what to display it on. 2. Give it an appropriat
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Changing the Workplace Icon in the Navigation Bar in Dynamics CRM
David Sutton, 02 August 2010
At the bottom of the navigation bar in CRM is the different Areas that CRM provides. Here at Magnetism we have done quite a lot of customisation and, in turn, we have different areas than the standard ‘Out of the box’ product. Naturally, when new areas were made they needed new icons. Because you ca
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How Magnetism transformed the 22 Red Cross locations across New Zealand into one Centralized Dynamics CRM System
Rachel Pizzino, 01 August 2010
New Zealand Red Cross is a major provider of first aid training that brings in millions of dollars of revenue for the organisation each year. The amount of revenue and training the Red Cross provides is commendable, but their dozen or so databases and paper based system was another story. When Graha
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