Blog Posts for Microsoft Dynamics 365 and Dynamics CRM | Magnetism Solutions | NZ (Auckland, Wellington, Christchurch and Dunedin)

Populating Lookup Fields with JavaScript in CRM 4.0

Nathan Eccles, 04 June 2010

In a previous blog post I went over how to populate fields in CRM. You may notice in that blog post I did not cover how to populate lookup fields, and this simply was because at the time I didn’t know an effective way to do this. After this problem coped up a few more times I decided it was about ti
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CRM Report Filtering

Roshan Mehta, 03 June 2010

I have been working on a few complex reports for different clients over the past few weeks and have run into a few problems with getting the report to display the correct data. For example, I had to create a custom Account Overview report which was intended to be run against a single Account, and di
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Installing and Configuring the CRM for Outlook Client

Paul Nieuwelaar, 02 June 2010

If you use Microsoft Dynamics CRM in your business, and you are thinking about installing the CRM for outlook client, this blog will walk you through installing it, and setting it up. Installing CRM for Office Outlook Create a new folder in the C: Drive. Open Computer and then open Local Disk (C:).
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Event Management Accelerator

Simon Phillips, 01 June 2010

The Event Management Accelerator is a way for you to organise and keep in control of all your events and make sure that nothing is left undone, and no one is left unorganised. The install of this accelerator is not exactly easy, but if you follow the installation video you will get there in the end.
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Auto Updating Reflections in Photoshop

David Sutton, 31 May 2010

One thing that I have always struggled with when making icons of CRM is making slick, nice looking reflections. After researching the problem on the internet and finding out what I already knew I was at a loss. However I started using smart objects to combine all my icons into one unflattened image
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Retrieving Data from Lookup Fields

Nathan Eccles, 28 May 2010

If you’ve ever tried using JavaScript with lookup values in CRM I’m sure you will have found that they are quite a lot different from the other types of attributes. With only a small amount of JavaScript code you can retrieve the following values from any lookup value. Below is the code I used to
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How to pre-filter the form assistant

Gayan Perera, 28 May 2010

Time for another trick... While trying to reduce as many clicks as possible one customer insisted that they want the form assistant pre-filtered, most of you are aware that this is not supported. Google Bing said it's unsupported and I couldn't see any useful info so opened up the IE Dev Toolbar a
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Benefits of using the CRM for Outlook Client

Paul Nieuwelaar, 26 May 2010

Some CRM users are hesitant on using the CRM for Outlook Client, as they think it is just another program they need to have running on their computer, but that is probably because they are not aware of all the time saving features of the Outlook Client that are not included in the CRM Web Client. If
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Microsoft Dynamics CRM 4.0 Resource Center

Simon Phillips, 25 May 2010

The resource center which is available out of the box with Microsoft Dynamics CRM 4.0 is more helpful then a lot of people realise, there are a lot of helpful tips, tricks and videos to help you get started using CRM. There are 5 main areas in the resource center; Highlights, Sales, Marketing, Servi
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Hiding Fields Based on User Selection

Nathan Eccles, 21 May 2010

Recently I came across the problem of one entity needing the choice between two look-up fields; Product and Custom Product. Now I could have just left both the fields there and let the user work out which one to use, but because I believe in ease of use I decided to look into some client-side script
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Custom CRM Search Feature

Roshan Mehta, 20 May 2010

When I think of search features within CRM, I think of Advanced Find and Quick Find views at the application level, and lookup fields at the entity level. These are extremely powerful features that are all part of the “out-of-the-box” product. Advanced Find allows you to create your own custom queri
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Microsoft Dynamics CRM 4.0 Demonstration Tools

Simon Phillips, 18 May 2010

I was having a look at this programme the other day and was having some trouble to even get it connected to CRM let alone use it, so after some web surfing with no success, so I decided to get some expert advice about how to get this connected and so after a few fix ups in the connection details an
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CRM Keyboard Shortcuts

Nathan Eccles, 14 May 2010

A few months back I stumbled across a rather useful trick for navigating Dynamics CRM 4.0. I’m sure many of you already use keyboard shortcuts like CTRL + S and ALT + F4 in programs such as Word and Excel, but are you aware that there are actually keyboard shortcuts for the Dynamics CRM web client?
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Dynamics CRM 4 Recurring Tasks

Gayan Perera, 13 May 2010

Time for another crm goodie... Here's a quick and dirty way of making tasks recur in dynamics crm using couple of attributes and a workflow! Required Attributes Name: Recur, Type: Bit Name: StopRecurringOn, Type: DateTime Workflow How does it work? First we set the 'Recur' flag to yes to indic
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CRM Masthead Customization

David Sutton, 10 May 2010

A discussion here at Magnetism started me wondering if it is possible to add your logo or another image into CRM. After searching on the internet I came across a few solutions to this problem. The solution requires either editing the image files in the CRM directory or changing the .CSS definition.
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