• Programmatically Retrieve Documents from SharePoint

      Roshan Mehta, 16 December 2012

      We recently built a mechanism inside a custom web portal where a client’s customers could log in, select an item from a grid and then click a button to download a matching document stored within SharePoint Online. There are many approaches you could use to build this functionality, but I sugge

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    • Quickly Create Reports for CRM 2011 with BIDS

      Roshan Mehta, 12 December 2012

      Business Intelligence Development Studio (BIDS) is a tool used by report designers to create custom reports for Dynamics CRM 2011. Reports can also be created from within the CRM application via the Report Wizard, but in this post we will take a look at the built in report wizard inside BIDS. Note t

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    • How To Toggle Tab Visibility Based On Another Tab

      Jared Johnson, 01 December 2012

      When customizing a form in Microsoft Dynamics CRM 2011 I had a requirement to have a tab appear to actually be a part of the tab above it. This is easy to achieve visually by hiding the label but this façade quickly disintegrates once you close the first tab. To have the second tab open and c

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    • CRM Report Wizard – The Foundation for Custom Reports

      Roshan Mehta, 29 November 2012

      The CRM 2011 Report Wizard is a nice way for general users to build personal reports which they can then share with other users. Users are restricted to the default report layout which consists of a light-blue colour scheme and simple formatting which cannot be changed from the CRM interface. In thi

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    • Should your business have a blog?

      Richard Penny, 28 November 2012

        I get asked a lot, particularly by small and medium business owners, whether they need a blog.   For many busy Kiwi businesspeople, a blog seems a self-indulgent drain on resources and I can certainly understand that point of view, however I firmly believe that to not have one is to

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    • CRM 2011: Querying Activities Using FilteredActivityPointer

      Nathan Eccles, 28 November 2012

      When looking to retrieve activity information into a report using SQL, using the FilteredActivityPointer view is often adequate as it returns the generic information which relates to all activities. Unfortunately, we have not been given access to add fields to this universal view and as such, if we

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    • Multi-Series Charts on a Single Axis – Dynamics CRM 2011

      Paul Nieuwelaar, 27 November 2012

      In Dynamics CRM 2011 Rollup 5, Microsoft introduced multi-series charts. Basically this means you can now graph 2 or more fields side by side so you can compare these values visually. One example of this would be Opportunities Est. Revenue vs. Actual Revenue, grouped by Owner. Using this example, we

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    • Workflow Wait Conditions: Best Practices - Dynamics CRM 2011

      Paul Nieuwelaar, 25 November 2012

      In this blog post I will be discussing a few ‘best practices’ when using Dynamics CRM 2011 Workflow Processes, and in particular when using the ‘Wait Condition’. I will assume that you’re familiar with the basics of how to use workflow wait conditions, and so I will be

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    • Dynamics CRM 2011 Code Visualizer

      Gayan Perera, 22 November 2012

      At Tech Ed 2012 New Zealand I demonstrated a javascript analyser.  You can use it to get an output in csv format of all the javascript within the system. It extracts the data from FormXml and outputs where the javascript is called from. e.g.: which library and which function on which form on wh

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    • A couple of great webinars for marketers…

      Richard Penny, 21 November 2012

      If you are keen to see how you can get your lead generation programmes really cranking, we highly recommend the webinars that the team at Click Dimensions run on a regular basis. There is one coming up on the 21st of November called Marketing Automation for Microsoft Dynamics CRM which gives a compl

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    • Update Invoices when Product Prices Change (Lock Price)

      Paul Nieuwelaar, 20 November 2012

      In Dynamics CRM 2011, when you create an Invoice using Existing Products as the line items, these line items use the price from the related Product. If the price on the product changes, the Invoices that include the product will automatically be updated to include the new price. Note that this behav

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    • Amazing 3D Charts in Dynamics CRM 2011

      Roshan Mehta, 19 November 2012

      Everything looks better in 3D! Your favourite movie or video game brings forward a whole new experience when things are displayed in 3D. This blog is targeted to the hard working CRM users around the world who don’t have time to watch movies or play video games by introducing three dimensional

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    • Quick Find Optimization Search Error

      Gayan Perera, 18 November 2012

      Dynamics CRM Rollup 10 introduced a new feature called ‘Quick Find Optimization’, by default this is set to ‘Yes’ once you apply RU10. Everything works beautifully until a user enters broad search criteria, eg: *xyz. If the system has too many records it’ll simply crash

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    • Chart Types in Dynamics CRM 2011

      Roshan Mehta, 16 November 2012

      By default, Dynamics CRM 2011 allows users to work with a number of different chart types within the application. The available chart types include column, bar, area, line, pie and funnel but CRM also supports chart types defined in the .NET 3.5 controls. In this post, we will look at how to easily

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    • CRM 2011: Considerations for Improving Information Systems

      Nathan Eccles, 15 November 2012

      Ever feel like your existing information system is tired and in need of some attention?  * When looking to improve an information system there are 7 possibilities. You can; restructure, reengineer, refurbish, rejuvenate, re-architect, replace (with a package or service), or rewrite the system.&

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