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

Connecting Microsoft Power BI Public Preview to Microsoft Dynamics CRM Online

Colin Maitland, 10 April 2015

In this blog I will briefly describe how to connect your Microsoft Dynamics CRM Online Organisation to the new Microsoft Power BI Portal Public Preview in order to be able to access, create and use dashboards and reports similar to the following Sales Manager (Dynamics CRM) dashboard. To compl
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Microsoft Dynamics Marketing – Add New Zealand Currency

Greg Olsen, 10 April 2015

If you start a trial in New Zealand you may notice that the NZ Dollar is not an option you can choose for the default currency. Don't worry, if you keep reading you will be able to add the New Zealand currency ($ (en-NZ) ) to your instance of Microsoft Dynamics Marketing (MDM). You can also use the
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Microsoft Dynamics Marketing – Add New Zealand Currency

Greg Olsen, 10 April 2015

If you start a trial in New Zealand you may notice that the NZ Dollar is not an option you can choose for the default currency. Don't worry, if you keep reading you will be able to add the New Zealand currency ($ (en-NZ) ) to your instance of Microsoft Dynamics Marketing (MDM). You can also use the
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Performing Specialised Dynamics CRM SDK Operations using UpdateRequest

Roshan Mehta, 09 April 2015

The latest version of Microsoft Dynamics CRM 2015 (pre-release) introduces some improvements to the SDK to simplify common operations. In this post, we will look at how the UpdateRequest has been changed to allow us to perform specialised operations in a simple manner. In previous versions of Micro
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Correcting Customizations in the Sitemap when Upgrading to 2015

Zoe Sands, 08 April 2015

In the new CRM 2015 the site map has been updated with a new Settings tab, called Security. This tab has taken some of the related areas from Administration to make things less cluttered and easier to locate different settings. However if you are upgrading your CRM from 2013 to 2015 and yo
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Debug Multiple Projects at the Same Time in Visual Studio

Paul Nieuwelaar, 07 April 2015

Usually when we need to debug something in Visual Studio, it's one project that we're launching, so we can simply set our project as the startup project by right clicking the project, and selecting set as startup project. In some cases however, we need to be debugging 2 or more projects at the same
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Email Tracking Error with Dynamics CRM 2015 Outlook Client

Paul Nieuwelaar, 02 April 2015

Recently one of our customers upgraded from CRM 2011 to CRM 2015. During this process users were required to switch to the CRM 2015 Outlook Client. This meant uninstalling the 2011 connector and installing the 2015 connector. What we noticed however is that certain users were experiencing errors wh
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Configuring the Chat Interface in Parature

Ahmed Anwar, 25 March 2015

Parature gives the ability to change the look and feel of the Live Chat interface to meet your company's design/colour scheme. The Parature Live Chat interface is shipped with default settings which can be easily customised to suit your branding. To start customising the chat interface, go to Setu
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Microsoft Dynamics CRM 2015 – Global Navigation UI Changes

Greg Olsen, 22 March 2015

Microsoft Convergence 2015 in Atlanta allowed us to take a look at the new Spring '15 release of Microsoft Dynamics CRM. This release includes another round of feature changes. This blog post will outline what has changed with the User Interface relating to the Global Navigation of Dynamics CRM. Th
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Attaching Files to Knowledge Base Articles in Parature

Manjula Chetty, 06 March 2015

In my previous post, we added some knowledge base articles to folders and looked at how alternate questions can help customers find the articles. The next step in creating rich knowledge base content is to add images, files and videos to these articles. There are two modules that we need to use to
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Managing Articles in the Parature Knowledge Base

Manjula Chetty, 05 March 2015

In my previous post, I showed you how to create folders in the Parature Knowledgebase to group related articles together. Today we'll look at managing articles within these folders to illustrate how the structure of the knowledge base can evolve as information about our products and services change
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Managing Articles in the Parature Knowledge Base

Manjula Chetty, 05 March 2015

In my previous post, I showed you how to create folders in the Parature Knowledgebase to group related articles together. Today we'll look at managing articles within these folders to illustrate how the structure of the knowledge base can evolve as information about our products and services change
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Integrating Microsoft Social Listening with Dynamics CRM

Zoe Sands, 03 March 2015

Social Listening can help you gain insights into what is being said about your company, products and competitors. Data is given to you in the form of charts and graphs and you are able to drill down into it to see who's talking about you, what they are saying and where they said it. Integrating with
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Sub-Reports in Dynamics CRM and SSRS Run on Multiple Records

Paul Nieuwelaar, 11 February 2015

In Dynamics CRM, when we create a report in SSRS we can choose to add filtering so it can be run on a single record, or multiple records from CRM. Say we want to create a custom invoice report, which contains our company logo, and some details about the invoice and line items. This will typically be
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Office 365 – Integration with Office 365 APIs

Greg Olsen, 10 February 2015

As we continue to work more and more with Office 365, we are likely require some form of integration from our custom application or business system with Office 365. The Office 365 platform has some APIs available for integration, which will also allow our hybrid systems to integrate with the cloud.
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