• Mapping parent lookup fields when using navigate in Dynamics CRM 2015

      Ahmed Anwar, 15 December 2015

      One of our customers wanted to create multiple forms for a custom entity and automatically redirect the user to the correct form based on a certain field value. Microsoft already has introduced the navigate() method since version 2011. Unfortunately in CRM 2015 version 7.0, the navigate function doe

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    • Dynamics CRM 2016 Excel Templates

      Isaac Stephens, 14 December 2015

      A new feature added in Dynamics CRM 2016 is the ‘Excel Templates’ dropdown button. From here you can create a template and export data from Dynamics CRM based off an existing entity view. This functionality and the easy availability of the button from the command bar is a good improvement from past

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    • Set Business Process Flow using a Workflow in Dynamics CRM 2016

      David Mochrie, 13 December 2015

      Business Process Flows (BPFs) are a really useful part of CRM. They can be used to manage records through multiple stages of a process. On CRM 2016, you can use a workflow to set a business process flow to be the active process on a record. On previous versions of CRM, this was only possible to do w

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    • How to Ensure Your CRM Project Comes in on Budget

      John Eccles, 11 December 2015

      Your CRM project doesn’t have to be like this! Magnetism has done many CRM projects that were on-time and on budget. But you will need to be intentional because in general, CRM projects are like most projects and most projects go over budget. In July 1997, the proposed new Scottish Parliament bui

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    • Using Groupings from Other Dynamics CRM Entities in Charts

      David Mochrie, 02 December 2015

      CRM charts are really useful for displaying data in a summarised format, giving users a very clear picture of their data. When designing a chart, you will set the 'Horizontal (Category) Axis Labels' This is a wordy way of of asking ‘What do you want to group things by’. For example, you may want to

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    • Key Ingredients in a CRM Business Case

      John Eccles, 01 December 2015

      A  business case for a CRM system must examine benefits and risks involved with implementing CRM and, conversely, not implementing CRM. Provided the benefits outweigh the costs and risks, the conclusion should be a compelling argument for implementation. Chances are your organisation has a Bus

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    • What Does A Great CRM System Look Like?

      John Eccles, 13 November 2015

      Whether you are evaluating your existing CRM system or considering embarking on a CRM project, it is worthwhile to step back and think about what a good CRM system looks like.Not the UI (user interface) although that’s important, I’m talking about what your organisation will be like when a good CRM

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    • Use Hierarchy Security in Microsoft Dynamics CRM for Private Notes

      Colin Maitland, 12 November 2015

      In this blog I will demonstrate how Hierarchy Security can be used in Dynamics CRM to secure notes so they can only be accessed by the users who created and own them, and their managers. This can be achieved as follows: Update the Security Roles assigned to users so that they only have User Level R

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    • Use of Capacity in Service Scheduling in Microsoft Dynamics CRM

      Colin Maitland, 04 November 2015

      In this article I will demonstrate the use of Capacity when using the Service Scheduling Engine in Microsoft Dynamics CRM. I will demonstrate this using the example of a Service for the delivery of a one day “Service Scheduling Training” course. This example is similar to a scenario demonstrated in

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    • Change How Data is Handled in a Merge Operation in Dynamics CRM

      Zoe Sands, 02 November 2015

      When writing a plugin on the “Merge” message in Microsoft Dynamics CRM, there are three entities you need to work with – although the merge function in CRM is only performed on two records at a time. These are the “Master”, “Subordinate”, and “UpdateContent” entities. When a merge is performed, a t

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    • Stay Involved in Your CRM Project

      John Eccles, 29 October 2015

      “To get a CRM system customised for my organisation, I need to find a competent CRM software development vendor, brief them on our requirements and leave it to them.  After all, they are the experts.” Right? Wrong!!  With that approach, you have a high chance of spending a lot of money on

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    • Workaround for Deleting Option Descriptions in Option Sets

      Isaac Stephens, 14 October 2015

      When editing option descriptions in an option set field, sometimes Dynamics CRM won’t let you delete the description if it already has contents. This can be problematic if you’ve mistakenly entered something into the description of an option and then need to remove it, as happened to me recently.

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    • Avoid data loss with Optimistic Concurrency in Dynamics CRM 2015 Online

      Ahmed Anwar, 13 October 2015

      In large organisations with many users, data loss is likely to happen. This can occur when multiple users are updating the same record, which means that the changes one user makes can get overwritten by another user. Imagine two users receive customer support tickets from customers and take actions

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    • Integrating Vend with CRM 2015 using Webhooks

      Ahmed Anwar, 08 October 2015

      Concept of Webhooks Vend has its own REST APIs that can be called using .NET or any other platform. For example retrieving all customers by calling the /api/customers end point. However due to certain limitations, the Vend team introduced a new concept of accessing data via Webhooks. Webhooks are no

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    • 9 Tips to Drive CRM Strategy

      John Eccles, 06 October 2015

      CRM, Customer Relationship Management, is NOT primarily a software technology. Rather, CRM is a business strategy.  Hence the rationale for implementing CRM must be because it is a good strategy for your organisation. Here is my working definition of CRM: “CRM is the business strategy to acqui

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