• Dynamics CRM 2011 R8 - Industry Solution Templates

      Marc Whitlow, 27 March 2012

                         In the Q2 release we see new Industry templates which show the power of Microsoft Dynamics CRM 2011 across a wide range of industry needs. These new industry solution templates include a new

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    • How do I do that in Dynamics CRM 2011? - YouTube it!!!

      Robert Cooper, 26 March 2012

      * I’ve been working with Dynamics CRM for a month or so now and have been amazed and the speed and simplicity of using such a sophisticated piece of software. I am trying to make the most of Dynamics CRM 2011 as sales toll to help me keep on top of my work load and to help streamline my

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    • Check Dependencies when deleting Fields in Dynamics CRM 2011

      Zhen Yuwang, 25 March 2012

      Sometimes after you create a field and set up everything, you may found there is a tiny mistake such as spelling in its name. Or you could have a request to remove an out-of-date field from current form. In both situations, you need to delete a field in Dynamics CRM 2011. Then the problem is not as

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    • Event Execution Pipeline in Dynamics CRM 2011

      Vincent Zhong, 24 March 2012

      A Plugin is a very powerful tool to extend the out-of-the-box functionality of Dynamics CRM 2011. You can integrate your custom business logic with Microsoft Dynamics CRM to modify or augment the standard behaviour of the platform. You can visit here to know more about Plugin Development. * In my pr

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    • Microsoft Dynamics CRM Starter Pack – What a GREAT deal!

      Megha Kainth, 23 March 2012

      At Magnetism, we have introduced Microsoft Dynamics CRM Starter Pack. A Starter Pack is a fixed-price bundle of CRM enhancements, business analysis, system customisation, training and support. There are different packages and you may find one that will provide all you need to get started.   CRM

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    • Integrating Accredo with Dynamics CRM 2011

      Roshan Mehta, 22 March 2012

      We have had the opportunity to build an integration tool between Accredo and Microsoft Dynamics CRM 2011 to synchronize customer, product, and order information. Data is automatically pumped from a website into Accredo and our integration tool queries the Accredo database every ten minutes to synchr

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    • Bulk Update Records with Export/Import Dynamics CRM 2011

      Paul Nieuwelaar, 20 March 2012

      In this blog post I will be looking at easy it is to update massive amounts of records in Dynamics CRM 2011. The idea is, we have hundreds of records in our system, and now we want to update them with new data. We may have added a new field that we need populated, or we could be transferring data fr

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    • CRM 2011 R8: CRM Mobile

      Marc Whitlow, 19 March 2012

      Do you have a Mobile phone? Do you have a Microsoft Dynamics CRM 2011 interfacing Deployment? Do you want to have access to Dynamics CRM 2011 from anywhere? * In R8 we see the launch of a new product named Microsoft Dynamics CRM Mobile. This will be a cloud based application but will also be availab

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    • Microsoft Dynamics CRM for Not for Profit Organisations

      Stuart Haynes, 18 March 2012

      What are the benefits it can bring you? As an Account Executive at Magnetism I was asked to select a Vertical Market place that I was interested in and would like to become a respected advisor in. I chose the Not for Profit/Healthcare sector. I thought I would write and explain the benefits of Micr

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    • Dynamics CRM for Financial Services

      Robert Cooper, 15 March 2012

      This week at the behest of a prospective client I have been researching the possibility of MS Dynamics being customised for the financial service industry. It seem that for some time now the Financial services/ wealth management profession have been in tune with the need for CRM system tha

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    • Set Date Time Field to Now in Plugin Dynamics CRM 2011

      Paul Nieuwelaar, 14 March 2012

      In Dynamics CRM 2011 when you are creating or updating records through a plugin, you will sometimes be required to set a date field to the current date and time of the plugins execution. There are two ways of doing this with a plugin. One method is using DateTime.Now, which will give you the local

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    • Writing a Naming Plugin for Dynamics CRM 2011 Part 1

      Vincent Zhong, 12 March 2012

      Plugin is a very useful way to extend the out-of-box functionalities of Microsoft Dynamics CRM 2011. It allows you to add custom business logic to Microsoft Dynamics CRM through the development and registration of plug-ins. Last week I have spent nearly the whole week in writing Naming Plugins. So

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    • Sales Literature in Microsoft Dynamics CRM 2011

      Megha Kainth, 10 March 2012

      Last week I had to create Sales Literature in CRM for Magnetism Training Enquiries. I really like the functionality of Sales Literature in Dynamics CRM as we can create product documentation, that we often send to our clients. In this blog post I will explain how to create Sales Literature in Micros

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    • Large CRM 4 to CRM 2011 Upgrade – Too many workflows…

      Gayan Perera, 07 March 2012

      We’re currently in the process of upgrading a large Dynamics CRM 4 to CRM 2011. CRM 4 was implemented by another vendor and has over 80 workflows! Some of which are very complex with custom workflow activities. We wanted to quickly get a list of all the workflows that had custom activities without

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    • Sales Streamlining - Dynamics CRM 2011 “where have you been all my life”?

      Robert Cooper, 06 March 2012

      “Where have you been all my life?” was the principal thought that ran through my head after my first hands on experience of MS dynamics CRM 2011.  With 11 years sales experience under my belt most of which spent at two of the UK’s leading media companies, positioned top in th

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