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Avoiding CRM Project Cost Overrun
John Eccles, 02 July 2012
Why is it that the final project cost is often more than we expected? Many of the CRM development projects I have been involved in, the task of estimating costs has not been simple. But I am reading an enlightening book, “Thinking Fast and Slow” by Daniel Kahneman which has helped me und
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Bulk Edit Customize Dynamics CRM 2011 Entity Name Messages
Paul Nieuwelaar, 01 July 2012
In Dynamics CRM 2011, if we want to change a system entities name (for example a common one is changing ‘Account’ to ‘Company’ or ‘Business’), we can go into the customizations area, and modify the Display Name. Then we need to go through each of the System Views,
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Considerations When Adding A Business Required Field To Contacts – Part 3
Colin Maitland, 30 June 2012
In my previous two blogs I have been writing about considerations when adding a custom Business Required field to the Contacts entity and Contacts form. I have used, as an example, a custom field called Contact Type. This field is an option set field. The values users are permitted to select are def
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World Vision – Setting the standard for non-profit business in NZ
Huniyer Hovich, 29 June 2012
I had the pleasure of meeting the IT team from World Vision on-site last week. I was so impressed with their technology 'vision' (pardon the pun) that I was moved to write about them. Their goal is to move all their activities off their 8 year old legacy system on to Dynamics with minimal di
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Dynamics CRM 2011 – Solution Rollout
Jaime Smith, 28 June 2012
Over the last few weeks I have delved into the different types of projects and templates that SureStep provides with consideration as to how and when you would decide to use each one. This week I am going to elaborate on how you can combine approaches to deliver a quality solution to you custo
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Programmatically Change the Status of a Dynamics CRM Record
Roshan Mehta, 27 June 2012
The Microsoft Dynamics CRM 2011 SDK provides a simple way to change the status of a record for any entity using the SetStateRequest object. Changing the status involves modifying the statuscode and/or statecode fields of a record depending on whether or not a status reason needs to be set when deact
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Microsoft Dynamics CRM [RIC]: Sorting Your Contacts!
Sumeet Singh, 26 June 2012
RIC (Relationship Information Centre): Not For Profits CRM Version So, let’s talk about sorting your contacts in RIC. How nice would it be to sort out your contacts in different categories? – In Microsoft Dynamics CRM, you can categorize your contacts in different groups to make it easie
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Dynamic Clickable Email Hyperlink Dynamics CRM 2011 Workflow
Paul Nieuwelaar, 25 June 2012
In a previous blog post, I mentioned about using hyperlinks in workflows. The example I used was creating a hyperlink to the record using the record URL in the form assistant. In this post I will be showing how we can use this Hyperlink feature in workflows to create clickable hyperlinks that open a
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CRM 2011 Automated Deployment Tools – Hide Reports
Gayan Perera, 24 June 2012
At Magnetism we like to remove manual deployment tasks as much as possible to avoid errors or missed steps. We have built an automated deployment engine and one of the actions you can perform is the ability to hide certain reports. For example, customers sometimes don’t want to see the out of
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Dynamics CRM 2011 –Out with the Old, In with the New: Upgrade Considerations
Jaime Smith, 23 June 2012
CRM 4.0…….. TO CRM 2011…..
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Considerations When Adding A Business Required Field To Contacts – Part 2
Colin Maitland, 22 June 2012
In my last blog I began a discussion on considerations when adding a new custom Business Required field to the Contacts entity and Contacts form. The example I used was a field called Contact Type. The main consideration I discussed was the need to ensure, after the creation of this new field, that
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Microsoft Dynamics CRM 2011 – Campaign Templates
Megha Kainth, 21 June 2012
In this blog post I will elaborate about the attributes of Campaign Template in Dynamics CRM 2011. You can create Campaign templates to follow the same method in related campaigns. You can follow the two methods mentioned below to create a Campaign Template: 1) Create a new blank Campaign Template:
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How Donation works in Relationship Information Centre (RIC)
Kara Rubaid, 20 June 2012
In this and following blogs I am going introduce you to Relationship Information Centre (RIC) and also familiarize you with it and show how easy and simple it is to use. Moreover, why all Not-For Profit Organisations should start using it. Relationship Information Centre (RIC) is the 21st century s
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Check other records associate with current record using Dynamic CRM 2011 workflow
Zhen Yuwang, 19 June 2012
Today I have a task to create a workflow which starts when a record is created. Then it waits for a while and check if there are any other records associated with this record. For example, when an Account is created, after a period of time, we want to know, is there any Contacts associated with this
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Hide Form Left Navigation JavaScript R8 Dynamics CRM 2011
Paul Nieuwelaar, 17 June 2012
Before CRM 2011 R8 was introduced, if you ever needed to hide the Form Navigation Pane using javaScript, the following 2 lines of code would allow you to do this by first hiding the crmNavBar element, then modifying the remaining form element to span over both columns of the table. USED BEFORE R8: /
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