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

Mail Merge in Microsoft Dynamics CRM 2011

Megha Kainth, 25 December 2011

This blog post provides an overview of the mail merge functionality and processes & procedures associated with it. More detailed information about all these aspects will be highlighted in subsequent blog posts. As an active member of xRM User Group my core responsibility is to send invit
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Modifying the Navigation Pane in Dynamics CRM 2011

Zhen Yuwang, 24 December 2011

In this post, I will show you how easy it is to modify the navigation pane in Dynamics CRM 2011. Like CRM 4.0, we can simply export an XML definition, make changes, and then import the XML back into the system to make the changes. The requirement for this navigation pane is that no group headings ar
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URL Addressable Forms in Microsoft Dynamics CRM 2011

Roshan Mehta, 22 December 2011

Microsoft Dynamics CRM 2011 uses URL addressable forms to make it easier for system customizers to pop CRM records from different areas of the application. The URL of each entity form includes information such as the entity type code (or entity type name), the ID of the record, and depending on the
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Dynamics CRM 2011 – Unit Testing

Jaime Smith, 20 December 2011

There are so many parts to Quality Assurance and testing but the one part the developers have to play in the game is to conduct unit testing on their code. Unit testing involves segregating out parts of the code and checking that it is correct and works as intended. It is preferential t
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Run Fetch XML Report on Selected Record in Dynamics CRM 2011

Paul Nieuwelaar, 19 December 2011

In Dynamics CRM 2011 when you are creating a Fetch XML report, you have the option to make the report available to run on a Selected Record. This means when you are viewing a report for a specific record (such as the Invoice report) the data that makes up the report will only be pulled from the cont
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How can you capture a lead in Dynamics CRM 2011 from your website

Megha Kainth, 18 December 2011

Leads are really important for all organisations and doing rigorous follow up within an appropriate timeframe is important. Dynamics CRM gives you the ability to track your leads in your inbox in Microsoft Outlook which is a very user friendly mechanism and it saves a lot of time as well. In this bl
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Dynamics CRM 2011, Use workflows to notify a user when new lead is created

Vlad Arabajiev, 17 December 2011

Here we will look into how to use Workflows and setting an E-mail template to notify a user when a new lead is created. This process can save you time when you deal with new leads and want to know when a potential customer can be acquired. Let’s get into it. Please note that in order for this workfl
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Adding a Clone Record button in Dynamic CRM 2011 – Part 1

Vincent Zhong, 16 December 2011

Export the solution and create the web resource I have been involved in a project that needed to add a “Clone” button to a custom entity form. What the button does is, when you click the “Clone” button on a record, it will pop up a new browser window, and copy the values of the fields of the current
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Hide “Activities” and “Closed Activities” from Dynamics CRM 2011 Forms

Roshan Mehta, 15 December 2011

A common requirement for some CRM 2011 implementations is the need to hide items in the navigation pane of an entity form. CRM 2011 introduces the ability to add or remove items directly from the form editor but there are some restrictions around the level of control a system customizer has. You can
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Programmatically downloading image files from Dynamics CRM 2011

Gayan Perera, 14 December 2011

We came across an issue with an upgrade from CRM 4 to CRM 2011 where the images were all messed up, transparency was gone and had pixelated images, there were over 100 custom entities and download/uploading these manually was not an option. Here’s a small bit of code to download image web resources
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How to make your Microsoft Dynamics CRM work more for you with Add-on Products

Bina Limbu, 13 December 2011

One of the best advantages of Dynamics CRM is its flexibility to be extended or to add the functionality you want. For example you might want to connect your CRM with your accounting software which can help you to reduce lot of double entry while increasing consistency. Add-on products built for tha
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Using E-mail templates for quick campaigns in Dynamics CRM 2011

Vlad Arabajiev, 12 December 2011

In this blog I will show how to create a quick marketing campaign and use an e-mail template for all participants in the campaign. It is important to design your e-mail template in such way that it looks personal. Potential customers need to feel appreciated and should be looked after with care. The
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Dynamics CRM 2011 – Testing: What and When?

Jaime Smith, 11 December 2011

I am currently in the process of setting up rigorous and robust testing systems and as a result have been doing a lot of investigation and research on the various types of testing to be conducted on a piece of software in order for it to meet the customer’s requirements and therefore achieve critica
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Changing Form Navigation Group Names Dynamics CRM 2011

Nathan Eccles, 09 December 2011

I recently found myself needing to add a left navigation group to a form. Initially I thought this would be no more difficult than adding a tab or section. I was wrong. As you can see, there is no such option to simply add a new group to the left navigation. Thankfully there are a few workarounds we
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Hiding System Views for any Entity in Dynamics CRM 2011

Paul Nieuwelaar, 08 December 2011

In Dynamics CRM 2011, by default there are several different views that are configured for some of the main entities, such as Contacts and Accounts. In some cases it is good to keep these default views, as they usually provide some handy information. If you are adding lots of your own views however,
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