• Specify Lead Source in Dynamics CRM 2011

      Paul Nieuwelaar, 01 June 2011

      In a previous post of mine I described how to make a field appear when ‘Other’ is selected from the Relationship type option set on the Account form in Dynamics CRM 4.0. In this post I will be doing a similar task, however I will be making the field appear when someone selects ‘Other’ from the Lead

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    • Native SharePoint Functionality in Dynamics CRM 2011

      Roshan Mehta, 31 May 2011

      The Document Management feature of Dynamics CRM 2011 allows you to view your SharePoint documents from within Dynamics CRM and relate them to your CRM records. We have already taken a look at what is involved to setup Document Management and have also seen how we can use it within our business. In t

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    • Activating and Invoicing Contracts in Dynamics CRM 2011

      Simon Phillips, 26 May 2011

      In Dynamics CRM 2011, you can only invoice contacts that are in a draft state. After that draft contract has been activated and invoiced it becomes read only and you can no longer edit it.  You would only activate and invoice a contract after the customer has confirmed/agreed to the terms of th

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    • Renewing Contracts in Microsoft Dynamics CRM 2011

      Simon Phillips, 25 May 2011

      When the end date of a contract passes, the contract expires. You can renew the contract to make it active again and allow cases to be logged against it. When you renew a contract, a draft copy of the contract is created with the same ID number as the original, expired contract. You can edit the dra

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    • Dynamics CRM 2011 Calling OnKeyDown With Javascript

      Paul Nieuwelaar, 24 May 2011

      Recently I have been working on a solution in Dynamics CRM 2011, which required me to store and display the characters remaining in a text field, as the user is typing into the field.  This ‘Characters Remaining’ field needed to be live updating every time someone enters a character into the te

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    • Displaying a Bing Map in Dynamics CRM 2011

      Roshan Mehta, 23 May 2011

      Many Dynamics CRM users in different industries rely on integrations with other systems and services to diversify their CRM implementations. A popular example of such integration is displaying a Bing Map inside CRM. Companies tend to use this integration for a number of reasons such as to obtain a

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    • Creating a contract in Microsoft Dynamics CRM 2011 part 2

      Simon Phillips, 22 May 2011

      In my previous blog I went over Creating a Contract from an Existing Contract by clicking the Copy Contract button. The other way that you can create a contract is by using the Contract Templates that we made in one of my previous blogs. For an example I will be creating a contract for a c

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    • Creating a New Contract in Microsoft Dynamics CRM 2011

      Simon Phillips, 20 May 2011

      You can create a contract for existing accounts and contacts. You can create contracts from templates or by copying an existing contract and modifying it appropriately. Each contract you create is assigned a unique ID, such as CNR-1000-UCJR7W. The same ID cannot be used for another contract, except

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    • Dynamics CRM 2011 Creating a Contract Template

      Simon Phillips, 18 May 2011

      A Contract template is a framework for creating new contracts. You can use templates to ensure that contracts are consistent across the organisation. When customers contact customer service, templates ensure that the level of service is consistent and based on business policies. The template defines

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    • Automatically Calculate Tax in Dynamics CRM 2011

      Paul Nieuwelaar, 17 May 2011

      How many times have you been filling out an invoice in Dynamics CRM 2011, and have needed to use a calculator to work out the tax on each line item? You may have needed to do this several times in a day, wasting you and your business precious time and money. We here at Magnetism have noticed this ti

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    • Creating Contract Lines in Dynamics CRM 2011

      Simon Phillips, 15 May 2011

      Adding contract lines to a contract is the second step in creating a contract. The contract lines provide the details of the contract. You can define several contract lines for each contract (for example, one for parts and another for maintenance), but you must have at least one contract line to inv

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    • Adding Products to an Invoice in Dynamics CRM 2011

      Paul Nieuwelaar, 11 May 2011

      In Dynamics CRM 2011, once you’ve set up your Discount Lists, Unit Groups, Price Lists, and Products, you’re ready to start using your Product Catalog. Probably the main place you will use your products are on Invoices. So in this post I will be showing how you can add your products to an Invoice in

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    • Creating an HTML Email in Dynamics CRM 2011

      Paul Nieuwelaar, 10 May 2011

      Microsoft Dynamics CRM 2011 makes bulk emailing very easy by using Mail Merge with Microsoft Word. This means you can send out newsletters to hundreds of your Dynamics CRM customers all at once, from one location. Because the Mail Merge is done within Microsoft Word, you can create full HTML emails

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    • Dynamics CRM 2011 for Outlook – The Customization Tab

      Roshan Mehta, 09 May 2011

      Previously, I have taken you through a quick overview of some of the available Ribbon Tabs in Dynamics CRM 2011 for Outlook. Today we’ll take a closer look at the “Customize” tab and how you can use it to easily customize your Dynamics CRM 2011 implementation from within Outlook.   Let’s assume

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    • Dynamics CRM 2011 for Outlook – The “View” Tab

      Roshan Mehta, 05 May 2011

      Previously, I have taken you through a quick overview of some of the available ribbon tabs in Dynamics CRM 2011 for Outlook. Today we’ll take a closer look at the “View” tab and how you can use it to personalize your Dynamics CRM 2011 experience from within Outlook.   Dynamics CRM 2011 for

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