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

Dynamics CRM 2011 Dialog Process Conditional Branches/Paths

Paul Nieuwelaar, 10 January 2012

In a couple of my last blog posts, I’ve looked at the updates to Dialogs in Rollup 5, and also how to query data from within a Dialog. In this post I will be showing how to use conditional branches/paths in a Dialog. In other words, how to change the upcoming prompts based on the responses of t
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Dynamics CRM 2011 – Importance of Risk Management

Jaime Smith, 09 January 2012

In all aspects of our lives we assess risk, at home, while driving, playing sport and so on, likewise we need to take the time to identify and plan for risks within our Dynamics CRM project. Being proactive about this aspect of project management can ultimately reduce the impact of potential a
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Custom Fields in Mail Merge, Dynamics CRM 2011

Vlad Arabajiev, 08 January 2012

Here we will look how to do a Mail Merge with custom fields. The great thing about Dynamics CRM 2011 is that it allows you to customize the system any way you like. This enables us to create custom fields on any entity we like and then include these in our Mail Merge. It is quite a handy trick to kn
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Code Generating Code…programmatically retrieve N:N relationships

Gayan Perera, 07 January 2012

We recently needed to write a plugin that associated multiple different record types with a custom entity. The custom entity contained over 30 system many to many relationships with the other record types. We could’ve taken a couple of different approaches. One would’ve been to dynamically retrieve
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Dynamics CRM 2011 Dialog Process Dynamically Query CRM Data

Paul Nieuwelaar, 06 January 2012

In my previous post on Dialogs I looked at some of the new features included in dialogs from the rollup 5 update, including the new response types of Date and Lookup available. I will be showing how to query data dynamically, so you can perform filters based on the context of the current recor
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Exporting Dynamic Worksheets to Excel in Dynamics CRM 2011

Roshan Mehta, 05 January 2012

Microsoft Dynamics CRM 2011 provides useful tools for reporting and data analysis. In this post we will take a look at the Export to Excel feature and focus on the ability to export “dynamic worksheets”. When a dynamic worksheet is exported from Microsoft Dynamics CRM 2011, the resulting export file
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Dynamics CRM 2011, Mail Merge Templates showing Quote Information

Vlad Arabajiev, 04 January 2012

In this blog I will show you how to use Mail Merge Templates to display all required quote information for a customer. This process saves you a lot of time, when you are dealing with customers who always require a quote before they buy. All you have to do is produce the quote for the customer, then
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Dynamics CRM 2011 – User Acceptance Testing (UAT)

Jaime Smith, 03 January 2012

User acceptance testing is an integral part of any software development life cycle and it provides the customer the opportunity to check out their new system in its entirety and ensure that it meets their expectations and requirements. In this way, the customer becomes part of a larger team of
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How to send an e-mail message to multiple recipients from Dynamics CRM 2011

Megha Kainth, 02 January 2012

Dynamics CRM 2011 gives you the ability to send an e-mail message to many recipients. To use this feature of Mail Merge we first need to create a template in MS Word and save it as a XML file. To create a Mail Merge Template in Dynamics CRM 2011, Click on Settings > Click on Templates >
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Dynamics CRM 2011 Dialog Processes - New Features Rollup 5

Paul Nieuwelaar, 31 December 2011

In Rollup 5 for Dynamics CRM 2011, we’ve seen several great improvements, including the Record Hyperlinks in Workflows, and of course Activity Feeds. One of the other updates included in Rollup 5 that I would like to share is the changes to Dialog Processes. In this blog post I will be showing the c
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Automated Deployment Tools for CRM 2011 – Import Solution with Progress

Gayan Perera, 30 December 2011

We use a lot of automated tools to deploy solutions to our test, UAT and production environments. One of the tools allows us to rapidly deploy a solution into multiple environments. For example, extracting a managed solution from DEV to TEST then to UAT, once UAT has passed we need to deploy up to 2
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Exporting Static Worksheets to Excel in Dynamics CRM 2011

Roshan Mehta, 29 December 2011

Microsoft Dynamics CRM 2011 provides useful tools for reporting and data analysis. In this post we will take a look at the Export to Excel feature and focus on the ability to export “static worksheets”. When a static worksheet is exported from Microsoft Dynamics CRM 2011, it means that the data does
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Dynamics CRM 2011 – Why Regression test?

Jaime Smith, 28 December 2011

* You will have noticed a testing theme present in my latest blogs, today’s is no different! I am on a mission to ensure that we do not hand over products to our customers that are less than satisfactory – this means we test, re-test and test again! Let’s take a look at regression testing.&nb
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Microsoft Dynamics CRM 2011, Using Mail Merge to create labels

Vlad Arabajiev, 27 December 2011

I will show you how to create Labels for your Contacts from Dynamics CRM 2011. This is done by using Mail Merge. It can be quite useful when you have a large amount of Contacts in your CRM Environment and need to capture their contact details on a Word document. Microsoft Word then further allows yo
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Adding a Clone Record button in Dynamic CRM 2011 – Part 2

Vincent Zhong, 26 December 2011

Import the solution In my previous blog, I showed you how to create a new solution for ribbon customization. I will continue this topic and show you how to import the solution. Open the “customization.xml” file and add the custom ribbon button in. Again for more details about creating custom ribbon
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