• No Default Value on Two Options Field Dynamics CRM 2011

      Paul Nieuwelaar, 19 September 2011

      In Dynamics CRM 2011, when you want to create a field with 2 options, Yes/No for example, you would create a ‘Two Options’ field, which provides users with 2 radio buttons to choose from, and where 1 option must be selected by default. This out-of-the-box functionality works great in most scenarios

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    • Displaying a Dynamics CRM 2011 Account on a Bing Map

      Roshan Mehta, 16 September 2011

      Previously, I demonstrated “How to Create a Silverlight Map Control for Dynamics CRM 2011”. Today we’ll improve this functionality by actually displaying the location of an Account on the map using methods described in the Microsoft Dynamics CRM 2011 SDK as well as the various services available wit

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    • How to create Automated Drip Nurture Program in Dynamics CRM 2011

      Bina Limbu, 15 September 2011

      Following my previous blog, I will be showing you an example of how to create an automated email drip Nurture Program in Dynamics CRM 2011. In Microsoft Dynamics CRM you can create your own workflow to automate different processes related to sales, marketing and customer service activities. We can a

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    • Activities Preview Pane on Any Dynamics CRM 2011 Entity

      Gayan Perera, 13 September 2011

      In Dynamics CRM a common issue users have is not being able to preview email activities related to an Account or Contact. Often you will have several emails all with the same subject, so to find the correct email you need to open each message. At Magnetism we have created an easy to install Solution

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    • Service Scheduling Error in Microsoft Dynamics CRM 2011

      Roshan Mehta, 09 September 2011

      The Service Scheduling module of Microsoft Dynamics CRM is a powerful feature which allows your company to track and schedule the services that you may provide to your customers. However, I recently stumbled across an interesting error with the Service Scheduling module in Microsoft Dynamics CRM 201

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    • Managed to Unmanaged Solution Dynamics CRM 2011 – Easy!

      Paul Nieuwelaar, 16 August 2011

      In Dynamics CRM 2011 when you import a Managed solution, there is no way to add or remove components from the solution, or re-export the solution from CRM. While this is true, it is possible to edit the solution outside of CRM, giving you the ability to change the Managed properties of the solution

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    • General Security Role for Dynamics CRM 2011

      Paul Nieuwelaar, 11 August 2011

      In Dynamics CRM 2011 there are several Security Roles loaded in the system by default, all of which give various permissions to access the system. However there is no “General” role that grants any user access to the system. For this reason we have created one role that can be given to any user, and

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    • Remove ‘Add Existing’ Button from a Dynamics CRM 2011 Ribbon

      Paul Nieuwelaar, 09 August 2011

      A common issue with Dynamics CRM 4.0 was removing the ‘Add Existing’ button on the grids of related entities. By default when you create a relationship/lookup, the related grid on the primary entity has 2 buttons; one to ‘Add New’ records, and the other to ‘Add Existing’ records. However often you w

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    • A quick view on financial impact of Dynamics CRM 2011

      Bina Limbu, 05 August 2011

      I would like to share a quick view on the financial impact of Microsoft Dynamics CRM 2011 specifically on sales productivity based on the research by Forrester Consulting group.  A study on the economic impact of Microsoft Dynamic CRM 2011 was commissioned by Microsoft and conducted by Forreste

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    • Importing a Solution into Dynamics CRM 2011

      Paul Nieuwelaar, 04 August 2011

      In this blog post I will be going through the steps required to import a Managed Solution into Dynamics CRM 2011. Solutions can be downloaded from the Dynamics Marketplace, or from our own Products Page. For this example I will be importing our ‘mNumbering’ solution into Dynamics CRM 2011. Before yo

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    • Why Sales People should Embrace Dynamics CRM 2011?

      Bina Limbu, 01 August 2011

      In the past week I read an article titled “14 steps to selling smarter” by nationally respected sales consultant Paul Newsom which was featured in NZ Sales Manager e-Magazine. 1  As much as I find such insight and consultation very useful for every sales personnel, I also find the relevancy of

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    • How can I get information out of Dynamics CRM?

      Megha Kainth, 27 July 2011

      Microsoft Dynamics CRM provides an amazing platform for presenting the information generated via different methodologies. This blog post is an attempt of mine to uncover and highlight the different ways through which information can be retrieved from Microsoft Dynamics CRM 2011. 1. Reports – Report

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    • Bulk Deletion of Records in Microsoft Dynamics CRM 2011

      Roshan Mehta, 26 July 2011

      Often a Microsoft Dynamics CRM user will need to delete a large amount of data from the system. This can be a time consuming process if handled manually from the CRM user interface since CRM will only show you a maximum of 250 records per view. Thankfully, Dynamics CRM 2011 provides you with a Bulk

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    • Clickable Header Fields in Dynamics CRM 2011

      Roshan Mehta, 18 July 2011

      Dynamics CRM 2011 introduces the ability for system customizers to add fields to the header and footer of each customizable CRM form. This is especially useful for displaying important information about a particular record at the very top of the form and perhaps includes summary information at the b

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    • Improving Sales with tracked leads in Microsoft Dynamics CRM 2011

      Bina Limbu, 15 July 2011

      Do you want to track your buyer’s behaviour closely as possible?  Do you want to have accurate analysis for lead qualification? The powerful combination of Microsoft Dynamics CRM and Coremotive Marketing Automation solutions makes it easier to gain insight on who opened your emails, interacted

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