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

Pricing Products – Part 4 – Price Lists and Price List Items 1

Colin Maitland, 20 August 2012

In this series I have been writing about pricing products using the features of the Microsoft Dynamics CRM 2011 Product Catalog In this article I will be commence writing about the setup and use of Price Lists and Price List Items. The Use of Price Lists and Price List Items is a mandatory feature
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Wait “Allocation to Initial Meeting” Days by Dynamics CRM 2011 Workflow

Zhen Yuwang, 19 August 2012

In Dynamic CRM 2011, there are plenty of default conditions or configurations we can use to control the behaviours of workflows. The most useful setting may be wait and timeout. Wait can be used to pause workflow until some conditions satisfied, while timeout can be used to postpone workflow until a
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Dynamics CRM 2011: Project Charter

Jaime Smith, 17 August 2012

Documentation is a necessary evil; as burdensome as it can be at times, it also proves immensely valuable within context. As suppliers of a product that can be uniquely customised to client requirements we need to ensure that our customers are equipped to utilise their system to the fullest.
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Open Dynamics CRM Forms and Web Resources – The Supported Way!!!

Roshan Mehta, 16 August 2012

Some CRM implementations require the use of custom Jscript to pop open a new entity form window or a window displaying an existing record in CRM. Previously, there was no “supported” way to do this, since we had to use the window.open Jscript object which relies on the use of the Documen
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How to Modify the “Created On” Value of Dynamics CRM 2011 – Part 1

Vincent Zhong, 15 August 2012

In Dynamics CRM 2011, there are some fields that are not supposed to be modified by User or Program. Like “Created On” and “Created By”. When you are creating a record, you don’t need to fill out those two fields. CRM will fill out those two fields based on the cu
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Show or Hide Reports for Certain Users Dynamics CRM 2011

Paul Nieuwelaar, 14 August 2012

If you have ever created a custom report in Dynamics CRM 2011, whether it was an SSRS (SQL Server Reporting Services) report, or just a report created using the built in Report Wizard, you will have configured the report to be viewable to either the Individual (Owner) or the Organization (Everyone).
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Pricing Products – Part 3 – Products

Colin Maitland, 13 August 2012

In my previous blog I commenced a series on pricing products using the features of the Microsoft Dynamics CRM 2011 Product Catalog. The Product Catalog has the following components: • Discount Lists • Unit Groups • Price Lists • Products In this blog I will b
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Microsoft licensing Part 1 – Breaking it down

Huniyer Hovich, 12 August 2012

User Licenses can be deconstructed into 3 general programs. Falling within each of those programs are the licensing options available for selection. What you choose will be dependent on your circumstances and what you are trying to achieve in terms of budget, accessibility and function. The e
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Sales Process in Dynamics CRM 2011: Opportunities

Megha Kainth, 11 August 2012

In my previous blog post I have described how you can convert a lead to an opportunity in Dynamics CRM 2011. In this blog I will discuss how can we create opportunities in Dynamics CRM 2011 and how can we add products to an opportunity. An opportunity is considered as prospective sale to an a
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Disappearing Reports from a Dynamics CRM 2011 Solution

Roshan Mehta, 09 August 2012

I recently had to step in for a colleague by taking over a CRM deployment which went relatively smooth until I noticed that some reports were missing from the solution. I knew for a fact that the reports were part of the solution as I had performed some final testing only a few days before deploymen
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Programmatically Fire a Workflow in Dynamics CRM 2011

Roshan Mehta, 08 August 2012

Your Dynamics CRM 2011 implementation might have custom business logic split between plug-ins and workflows. There may be instances where you need to fire a workflow from your custom plug-in logic. There are a couple of approaches here – you could set a value for an entity via your plug-in whi
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Pricing Products – Part 2 – Discount Lists

Colin Maitland, 07 August 2012

In my previous blog I commenced a series on pricing products using the features of the Microsoft Dynamics CRM 2011 Product Catalog. The Product Catalog has the following components: • Discount Lists • Unit Groups • Price Lists • Products In this blog I will b
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Metro Themed Reporting in Dynamics CRM 2011

Paul Nieuwelaar, 06 August 2012

Recently I created a report in Dynamics CRM 2011 to show the number of phone calls made by each Sales Person for a given day. This includes a breakdown of each Status; for example the total calls that were Successful, Unavailable, or No Answer, as well as the overall total for the day. Ideally this
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Pricing Products – Part 1 – Unit Groups and Units

Colin Maitland, 05 August 2012

This week I am commencing a series on pricing products using the features of the Microsoft Dynamics CRM 2011 Product Catalog. The Product Catalog is accessed by selecting Settings, from the site map, and then selecting Product Catalog from the Settings group on the navigation pane. The Product Catal
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Check One Entity’s Relationships in Dynamics CRM 2011

Zhen Yuwang, 04 August 2012

Thanks to Microsoft Dynamics CRM 2011 Solutions; we can separate components and functions into different Solutions. Then they could be imported depending on the requirement. So, different Solutions could have different Entities and Relationships. Later, when developing plugins which work across mult
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