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Dynamics CRM Feature - Closed Loop Marketing
Louise Alderton, 31 July 2010
In many organisations there is a division between what happens in the marketing department and what happens in the sales department. This causes problems such as lack of visibility and efficiency. Each department is unable to support each other’s efforts and therefore overall marketing effectiveness
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Dynamics CRM Barcode Scanner Integration – Attempt 1
Vitalii Symon, 30 July 2010
The Barcode is the one of the biggest inventions in business since the creation of the wheel and money. It allows businesses to process data on huge amounts of various products – instantly. You are able to obtain information such as the price and the location of the products when they’re on the move
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Microsoft Dynamics CRM 4.0 for the Small Business
Megan Walsh, 29 July 2010
If, like many New Zealanders, you own or manage a Small Business you might think that using Microsoft Dynamics CRM 4.0 to manage your sales workforce, marketing campaigns and customer service would be well out of your price range. However, Magnetism’s Small Business Package makes implementing Dynam
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Changing Field, Section, and Tab names from a radio button in Dynamics CRM 4.0
Paul Nieuwelaar, 28 July 2010
In this post I will describe how to change a field name, section name, or even tab name based on the selection of a radio button. As you can see below, what we will be achieving is selecting Customer or Supplier from the Contract Type radio button, which will change the Tab, Section and Field name a
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Dynamics CRM 4.0 - How to Swap an Image in a Report based on a field in a Data Table
Simon Phillips, 27 July 2010
Have you ever had the need to dynamically change an image on a SQL report based on a field on the form? Just recently I had to try and make this functionality work. The code to do this is fairly basic although it wasn’t until I went to view the report where I ran into some trouble. With SQL you cann
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How Magnetism bridged the CRM and Accounting Gap for Ezy Build
Rachel Pizzino, 25 July 2010
Recently Magnetism worked with Ezy Build to bridge the Microsoft Dynamics CRM and Accounting gap. Magnetism created an integration process between the two systems – Dynamics CRM and Xero - using a CRM2XERO connector. I would like to highlight the key points of the Ezy Build case study. There is a li
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Introducing…The Marketing Module in Dynamics CRM
Louise Alderton, 24 July 2010
Okay, I’m going to be perfectly honest - I get bored easily. From the array of majors I could have chosen from at University - Marketing appeared to be the least boring one. Not only that, as it happens, it is not boring at all. Marketing is ever-changing and always challenging. Just look at the evo
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Extending Quick Find Functionality Using Advanced Find
Roshan Mehta, 23 July 2010
The Quick Find functionality of Microsoft Dynamics CRM 4.0 is a great tool to easily search for active records from within the entity’s grid view. The Quick Find view can be customized out-of-the-box to allow you to configure sorting, add view columns, or add find columns. However, sometimes it is d
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Defaulting the History ‘Filter on’ to ‘All’ on Dynamics CRM 4.0 Accounts and Contacts
Paul Nieuwelaar, 21 July 2010
When you open up an Account or Contact in Dynamics CRM 4.0, and click on the History tab, by default it shows the history for the ‘last 30 days’ on that record. So if you want to view all the history for the Account or Contact, you have to manually change the ‘Filter on’ drop down to ‘All’ every tim
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Defining a Lookup box in Dynamics CRM 4.0
Simon Phillips, 20 July 2010
Have you ever found the need on an activity (or any other entity for that matter) to filter the look up box options to show different entities or to default to a set entity (as it normally displays in alphabetical order making account the usual first choice)? After several requests from customers t
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How to measure Martin Personnel’s CRM experience as a Success
Rachel Pizzino, 18 July 2010
Last year Magnetism took Martin Personnel on as a client to help integrate Dynamics CRM into their business process. Our work with the ever-expanding recruitment agency, gained us the 2009 Microsoft Partner Award for ‘Microsoft Dynamics CRM Solution of the Year’. In addition, we are again finalists
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Dynamics CRM 4.0 – An Introduction
Louise Alderton, 17 July 2010
Well hello out there! Welcome to my first blog post – I am Louise, a recent edition to the Magnetism team, my role is Marketing Coordinator. Technology is certainly not my middle name, but perhaps it could be? In the past couple of weeks I have gone through the Microsoft Dynamics CRM Applications Tr
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Address Autocomplete in Dynamics CRM 4
Vitalii Symon, 15 July 2010
In this article we’ll create an autocomplete field which will pull information from CRM and then populate several fields with the selected value. This is useful when you enter addresses which are presented with several independent fields (e.g. Street, City, ZIP) in CRM. Since Dynamics CRM forms supp
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OnChange Events on a Dynamics CRM 4.0 Picklist
Paul Nieuwelaar, 14 July 2010
In an earlier post by Nathan, titled Hiding Fields Based on User Selection, he went through hiding a field when a user selects ‘yes’ or ‘no’ from a bit attribute. However, when I came to do this, when a user picks an option from a picklist (dropdown) attribute, the method was quite different. For th
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Pulling Data from a Related Entity in CRM 4
Simon Phillips, 13 July 2010
Have you ever wanted to get data from another form and display it on the current form? Just the other day I was required to do this exact thing. After looking on the internet and also asking a few colleagues how this was possible I had acquired a few different ways. The first option was just a mamm
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