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
Read the full article hereIn 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,
Read the full article hereIn 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
Read the full article hereI 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
Read the full article hereOver 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
Read the full article hereThe 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
Read the full article hereRIC (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
Read the full article hereIn 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
Read the full article hereAt 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
Read the full article hereCRM 4.0…….. TO CRM 2011…..
Read the full article hereIn 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
Read the full article hereIn 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:
Read the full article hereIn 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
Read the full article hereToday 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
Read the full article hereBefore 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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