• Statement of Work

      Cindy Cator, 18 February 2010

      The starting point for implementing Microsoft Dynamics CRM projects in Sure Step 2010 Agile   Once the sales team has summarise the scope, skills requirements, dependencies, activities, timelines, and budget restrictions; the statement of Work is set to go………….. I have found this document a powerful

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    • 8912A Customization and Configuration in Microsoft Dynamics CRM

      Simon Phillips, 17 February 2010

      How many of you just wish you could change that one thing in CRM that is bugging you without annoying or bugging the admin or have to get an expert in to do an easy fix job? Well this course is the one for you it teaches you all you need to know about customizing your CRM from editing or creating an

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    • I’ve joined the Academy!

      Megan Walsh, 15 February 2010

      “First off, I’d like to thank the Academy...” Only a handful of people get to start their sentences like that, usually while clutching a little golden statue. I haven’t won an Oscar (yet), however, I do have reason to thank the Academy – the Microsoft Dynamics Partner Academy that is. The Partner A

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    • 80003A Workflow in Microsoft Dynamics CRM 4.0

      Simon Phillips, 13 February 2010

      Hi my name is Simon I recently left school and started an internship specialising in Dynamics CRM, keen to build my knowledge after completing the applications course of CRM i decided to take the workflow course which is a more in depth course that shows you how to create complex workflows. They ca

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    • SureStep 2010

      Cindy Cator, 11 February 2010

      Confidence, Control and Visibility between you and your Customer   If you’ve been in Software development or on the receiving end of it you may have experienced that there are often common drawbacks that sidetrack a CRM or Software implementation. Magnetism adopted the Sure Step Methodology for CRM

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    • Daily Scrum - Live Meeting

      Megan Walsh, 10 February 2010

      Project Manager Blog Since adopting the Scrum Agile development methodology we have found the Daily Scrum meetings to be really effective in providing a high level of transparency and accountability. With staff based in several locations we have recently started using Microsoft Office Live Meeting t

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    • CRMAppPool Number of Worker Processes and Plugins

      Gayan Perera, 09 February 2010

      I recently came across some strange behaviour in dynamics crm. It seems that if you increase the number of worker processes from 1 (default) to n and you have plugins running synchronously crm will throw access denied exceptions randomly when the load is high on the server. Unhandled Exception: *.

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    • Dynamics CRM SDK for the iPhone

      Gayan Perera, 30 December 2009

      About 3 months ago I wrote that we were working on making the Dynamics CRM SDK available to the iPhone via MonoTouch. We have finally completed porting the crm sdk to the iPhone. If you look closely at the previous blog entry you'll notice we used a "CrmWebRequest" class to perform operations on t

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    • Sure Step 2010 New and Improved FREE

      Mark Smith, 30 December 2009

      On December the 17th Microsoft released the 3rd version (3.0.11.0) of Sure Step. We were involved in the TAP program for this release, so I have had time to understand the product over the past months. Once again Microsoft has continued to improve on the past product. Templates have been added to an

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    • Migrate ACT! to Dynamics CRM 4

      Gayan Perera, 16 December 2009

      We had a customer using ACT! (we forgave them for that) who wanted data migrated to Dynamics CRM. Here is a generic overview of how it was done. 1. Backup the existing ACT! database into a .zip file 2. Download the ACT! Reader Utility     Run it and enable SQL read-only access 3. Use SQL Manag

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    • Partner Relationship Management (PRM) Accelerator for Dynamics CRM

      Mark Smith, 13 October 2009

      Today Microsoft has released another Accelerator on codeplex.com. The Partner Relationship Management Accelerator is a fantastic tool for vendors that have a partner channel in place and want to manage the assignment of leads and referrals to channel partners. The accelerator runs on top of Microso

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    • Mobile Express for Dynamics CRM V.Next / CRM 5

      Mark Smith, 22 September 2009

      Over the coming weeks I will be writing a few high level posts regarding the future of Dynamics CRM and what we can expect. With all Statement of Directions it’s worth noting "that individual features may be added, amended or dropped during" the timeline of development.   V.Next will continue to de

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    • Create records in Dynamics CRM using MonoTouch

      Gayan Perera, 22 September 2009

      Here is a preview of creating an account using an iPhone and it being added into Dynamics CRM using our iPhone to Dynamics CRM C# library. We're creating this library to make it easier on us and other Dynamics CRM developers for creating xRM solutions that can leverage the power of touch based mobil

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    • Connecting Dynamics CRM to the iPhone via MonoTouch

      Gayan Perera, 18 September 2009

      Miguel and the team at Novell has gone a great job with bringing .NET to the iPhone! We have been working with MonoTouch since it's initial beta release, our goal is to build a framework that all Dynamics CRM developers can use to build applications that run on the iPhone.      The Magnetism.Mon

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    • Tax rules for Dynamics CRM

      Gayan Perera, 08 September 2009

      Now you can automatically apply tax to opportunities, quotes, orders and invoices without having to write javascript or custom code, simply create a tax rule record in crm and watch it magically calculate the tax amounts.   You can specify a tax rate per product, per currency or a global tax rate.

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