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

Scheduling Work Hours and Business Closure Dynamics CRM 2011

Paul Nieuwelaar, 14 February 2012

In some of my previous posts I’ve looked at the benefits of Service Scheduling in Dynamics CRM 2011, including how to set up your service selection rules, and scheduling Service Activities. In this post I will be showing you how to configure your Working Hours for each User and Resource in your busi
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Passing information into Silverlight/Webpage in Dynamics CRM 2011

Vincent Zhong, 13 February 2012

Silverlight is a powerful development tool for creating engaging, interactive user experiences for Web and mobile applications. In Dynamics CRM 2011, you can create a Silverlight Web Resource, and then put it in a HTML web Resource. If you are going to open the Silverlight page from left navigation,
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Add, Edit, Disable Users in Dynamics CRM 2011

Megha Kainth, 11 February 2012

Dynamics CRM 2011 gives us the ability to add a new user, edit user information and deactivate user records. Here, I will explain how to add, edit and disable users in Dynamics CRM 2011. To add users, Click on Settings > Administration > Users. Click on New and Select appropriate
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Adding Dynamic Fields from Lead/Contact E-Mail Templates to Global Templates

Vlad Arabajiev, 10 February 2012

In this blog post I will show you how to create a Global Email Template in Dynamics CRM 2011 and include dynamic values contained in other template types such as Lead and Contact. The Global Email Template only allows you to insert fields from the User form. This limited functionality can be elimina
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Viewing Historical Sales Deals in Dynamics CRM 2011

Roshan Mehta, 09 February 2012

The aim for sales representatives using Dynamics CRM 2011 is to close out Opportunities as either “won” or “lost”. Closing an Opportunity allows the sales rep to capture additional information about the closure of an Opportunity. For example, they might want to enter a short description as to why an
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Learning Resources for Dynamic CRM 2011 – Part 2

Vincent Zhong, 08 February 2012

Last month I wrote a blog post about the Learning Resources for Dynamic CRM 2011. Now I would like to extend this topic and focus on the one of the resources, which more for Developers, which is the SDK for Dynamics CRM 2011. You can download the SDK here: After you have downloaded an
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CRM 4 Upgrade to CRM 2011 - Blank Type Name in Plugin Registration Tool

Gayan Perera, 07 February 2012

We noticed that after an upgrade of CRM 4 to CRM 2011 the plugin registration tool will sometimes show (Plugin) instead of the actual plugin type name. The reason is because of the PluginTypeBase table the Name field is blank. Here’s an unsupported way of copying back the TypeName to the Name
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CRM 2011 to Lync Integration – Part 2

Zhen Yuwang, 06 February 2012

These days I am still working on the project that integrates Dynamic CRM 2011 with Lync 2010. I developed a prototype with several UI forms for settings. It can also be tested with sample data. I set a NotifyIcon for this project. Override the original OnClosing method to hide for Main window.
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Prefill Lookup Field with Default Value Dynamics CRM 2011

Paul Nieuwelaar, 05 February 2012

As promised in a previous post on prefilling fields in Dynamics CRM 2011, I was going to show how to prefill a lookup field in Dynamics CRM 2011. In this post I will finally be showing how to do this, so that when you create a new record for a specific entity, the lookup field is prefilled with a re
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Customize Sub-grid Ribbon Button for Specify Entity in Dynamic CRM 2011

Vincent Zhong, 04 February 2012

Last week I have spent most of my time in customizing Ribbon in Dynamics CRM 2011. There are two types of Ribbon customizations, those working with system ribbon controls and those creating new custom ribbon controls. The basic for these two types of customizations are pretty much the same, and ther
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Creating Contract Templates, Contracts and Contract Lines in Dynamics CRM 2011

Vlad Arabajiev, 03 February 2012

In this blog we will have a look how to create Contract Templates and then Contracts. It is essential that every contract has contract line items in it. Contract lines items specify the services to be provided. Contract lines show how the customer will be priced and allotment details. Knowing how co
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CRM 2011 to Lync Integration – Part 1

Zhen Yuwang, 02 February 2012

Unlike Windows Live Messenger, the new generation instant messaging software Lync 2010 are enterprise oriented. It is just released at the beginning of this year. So is Dynamic CRM 2011. Hence, the specific solution likes Dynamic CRM 2011 - Lync 2010 integration will be scarce. These days I am
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Dynamics CRM 2011 – Importance of Coding Standards

Jaime Smith, 01 February 2012

As with any type of engineering or development it is vital to have a framework that outlines requirements and provides expectations of the way in which something should be built in order to meet best practice; Software (CRM) development is no different. Coding Standards enable us to have consi
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Scheduling Service Activities Dynamics CRM 2011

Paul Nieuwelaar, 30 January 2012

In my last post I looked at Creating Services and Selection Rules in Dynamics CRM 2011. I went through and created a service called ‘Wheel Change’, with a Selection Rule that required a Technician and a Work Bay from the same Site. I will be going through the steps required to Schedule a Service Act
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How to change the name of a group in the sitemap in Dynamics CRM 2011

Vlad Arabajiev, 29 January 2012

In this blog I will briefly describe how to change the name of a group on the site map. I shall use more screenshots rather than explanations as I believe visual learning is also a great way to memorize how to do something and is rather quick. So let’s start with launching Dynamics CRM 2011. The nam
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