• Dynamics CRM 4.0 – Desktop Shortcuts

      Nathan Eccles, 07 May 2010

      If you’re a user which is frequently saving new records into CRM, this trick could help to save you time and effort. In this blog I will explain how to create desktop shortcuts which link to creating new records in Dynamics CRM. If Internet Explorer is your Default Browser Most businesses set Intern

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    • Phone Number Formatting in CRM

      Roshan Mehta, 06 May 2010

      I have seen first-hand many phone number details for a customer record stored in a messy format. Sometimes the phone number is missing a country code or an area code, or simply has been entered so quickly into the system, that the user entering the data completely missed out a digit. This can cause

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    • Pre-Populating Fields in Microsoft Dynamics CRM 4.0

      Nathan Eccles, 30 April 2010

      Ever noticed a field you always fill out with the same information every time you create a new record? Ever wondered why you can’t just have that field pre-populate with the required text? There is actually a way to do this using a little trick we like to call ‘Client-Side Scripting’. The name mig

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    • Data Migration Manager Vs. Data Import Wizard

      Simon Phillips, 27 April 2010

      Task Import Data Wizard Data Migration Manager Bring data into more than 50 Microsoft Dynamics CRM record types Yes (All users with appropriate permissions can import data.) Yes (Only the system administrator can migrate data.) Bring data into custom record types and attributes Yes Yes Us

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    • Creating CRM icons

      David Sutton, 26 April 2010

      Custom icons in CRM are a main visual point of customizing CRM for a company or organisation. Over the next blog I will explain how to create these icons, what sizes these icons need to be and what formats these icons need to be saved in. I will guide you through with an icon that I will create over

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    • Editing the Site Map – Dynamics CRM 4.0

      Nathan Eccles, 23 April 2010

      The Site Map is an xml file which controls the display of the main navigation in Dynamics CRM. By editing it we are able to change what the user sees in the navigation pane when they use CRM. Editing the Site Map can be a daunting task if you don’t know what you’re doing. However, it is also a usefu

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    • Dynamics CRM 4 Rollup 8, Rollup 9 Error + Fix

      Gayan Perera, 22 April 2010

      Cannot insert the value NULL into column 'InvoiceNumber', table 'MDCRMDemO_MSCRM.dbo.InvoiceBase'; column does not allow nulls. UPDATE fails. Invalid length parameter passed to the SUBSTRING function. Cannot insert the value NULL into column 'InvoiceNumber', table This happened recently on a host

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    • How to check what version of CRM you’re using

      Paul Nieuwelaar, 21 April 2010

      Ever wondered what version of CRM you were using? Or what Rollup your CRM is currently on? If for any reason you need to update your current version of CRM to the latest rollup, but you don’t know what rollup you’re currently on, instead of downloading and installing every rollup from 1 to 10, just

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    • NZify CRM 4.0

      Simon Phillips, 20 April 2010

      Lately with a lot of the implementations we have been doing they have all needed the same initial customizations to make the system fit more with New Zealand. So I went and made up some customizations that made CRM fit more with New Zealand you can find the Word Document with all the customizations

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    • Microsoft tag

      David Sutton, 19 April 2010

      Microsoft Tag is a coloured barcode that can be used for redirecting customers to a website or adding contact details to their phone. One thing that can be done with the tags is that images can be added to them and they can be personalised to your company or individual style. This is one that I have

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    • Web Design and Graphics

      Laura Corcoran, 31 March 2010

      As I am training in the area of web development, web design is a part of the development side that I will need to master. I started an E-learning web design and graphics course which goes through the concepts for designing and building web sites. The course helps you understand what makes a good web

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    • Deploying Customizations to a Live Server

      Roshan Mehta, 31 March 2010

      I had the chance to deploy a clients CRM implementation from our test server to their live server, including all custom CRM pages that we created. The implementation consisted of quite a few new custom entities, as well as customizations to the site map. I began by first publishing all customization

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    • Surviving Tough Economic Times: Service Your Way Out of the Down Turn

      Mark Smith, 26 March 2010

      The best way to stand out from your competitors is not necessarily to cut prices, which in the process cuts profits. When customers are able to pick and choose between suppliers who are selling similar products for similar prices the key decider is the customer service experience. For this reason,

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    • Dynamics Training: Getting the Most Out of CRM

      Megan Walsh, 23 March 2010

      Learning to use new software is not easy. Changing the way that you do things as a manager or as a staff member takes time and a strong commitment to the new process. For our customers who are new to Dynamics CRM we firmly suggest taking the time to do some formal and informal training with their t

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    • Using Advanced Find to List all the Microsoft CRM E-mail Records with Unresolved E-mail Addresses

      Cindy Cator, 22 March 2010

      Without reinventing the wheel I stumbled across this useful information to assist users/administrators when cleaning up their CRM records Microsoft Dynamics CRM Email records can contain unresolved email addresses especially those from Microsoft CRM Outlook Client "Track in CRM" emails. This is

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