The ability to create custom workflow activities and register them with CRM 2011 online has been a feature not previously supported in CRM due to security limitations. The release of Microsoft Dynamics CRM 2011 UR12 (Polaris) provides the ability for developers to write custom workflow activiti
Read the full article hereThis is an unsupported customization. To implement the autocomplete functionality you’ll need the following: 1. jQuery (latest version) 2. jQuery Autocomplete 3. A custom javascript web resource – See code below 4. A custom css web resource – This will a
Read the full article hereFirst of all, Rollup 12 and Polaris are not the same thing. Polaris is the codename for the December 2012 Q4 release of Dynamics CRM 2011 Online. Rollup 12 is available for On-Premise customers, which includes some but not all of the features included in Polaris. As with other Dynamics CRM rollups,
Read the full article hereThe Polaris release of Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online was recently released. The Polaris release web application supports multiple web browsers and operating systems. A new process-flow user experience for guiding users through Sales and Customer Service related
Read the full article hereThe latest version of the Microsoft Dynamics CRM 2011 SDK (v 5.0.13) ships with a revamped metadata browser which allows you to get a quick glance into the customizations and configurations implemented in your CRM system. It is available as a managed solution which you can easily import into an
Read the full article hereIn my previous blog I described how to create a Goal to measure the progress of Sales Representatives in completing Appointments organised on their behalf by Telemarketing Representatives. In this blog I will describe how to create a Goal to measure the progress of a Telemarketing Representativ
Read the full article hereI have previously blogged about the great new Skype Integration as part of Dynamics CRM 2011 and realized that I was missing a very important feature of the integration. In older versions of CRM, I have heard from clients first-hand about the annoyance of multiple clicks and pop-ups when creati
Read the full article hereProduction environments have hardened security. If you’ve recently installed CRM on one of these environments you might come across this error: A Sandbox Host is not available Source: w3wp.exe (3940) Sandbox Host: XYZ Reason: System.ServiceModel.EndpointNotFoundException: Could no
Read the full article hereIn a recent blog post of mine, I explained how the sub-grid limit for Rollup 12 has now been removed, and that all sub-grids on the form will load by default without the message ‘To load Account records, click here’ message appearing. Unfortunately, while this limit has been removed for
Read the full article hereMagnetism is excited to be attending and exhibiting at the upcoming National NFP Sector Conference 2013 in Wellington on 19/20th of February and we would love to see you there! This conference is the premier event for the sector and this year will focus on providing practical management
Read the full article hereIntroduction of a new software system such as Dynamics CRM involves change and that change must be initiated, agreed, planned and managed. But making change happen is not easy. Human nature is stacked against you! I recently read a quote from Bill Bryson which says it all. In A S
Read the full article hereIn my previous blog I described how to create a Telemarketing Appointments and a Sales Appointments Goal Metric. In this blog I will describe how to create a Goal that uses the Sales Appointments Goal Metric. The following screenshots show the location of Goals on the Site Map in Microsoft CRM 2011.
Read the full article herePreviously I took you through the new Bing Maps integration as part of Microsoft Dynamics CRM 2011 update rollup 12. This feature gives users a quick view into the location of their customers from process-driven forms with single-click access to the Bing Maps website for a better user experienc
Read the full article hereContent Marketing has been the talk of "Marketing Town" for some time now, however for many businesses it is still quite unclear exactly what it is, and why they should be doing it. In this post I have attempted to cover some of the fundamentals of Content Marketing and to explain why, when combined
Read the full article hereWith the introduction of cross-browser support for Dynamics CRM 2011 in rollup 12, developers are now faced with having to make their custom JavaScript compatible with all browsers that users might be using. There are several different ways to detect a user’s browser with JavaScript, but I wan
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