• Relating Cases to Contracts in Dynamics CRM 2011

      Simon Phillips, 08 April 2011

      Service Contracts can be related to cases so that allotment amounts can be tracked against cases. This is both very useful and very powerful, this is because you can now closely track the time you spend on your customers issues, making it easier to correctly invoice them for only the time taken to f

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    • The Product Catalog in Dynamics CRM 2011

      Paul Nieuwelaar, 06 April 2011

      The Product Catalog is used all the time by Sales teams when creating Quotes, Orders, and Invoices in Dynamics CRM 2011. It can be accessed by going through ‘Settings’, and then ‘Product Catalog’. From here you can create and edit Discount Lists, Unit Groups, Price Lists, and Products. In this

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    • How Cases Relate to Other Record Types in Dynamics CRM 2011

      Simon Phillips, 05 April 2011

      Cases can be related to the record types as shown in the table below. This is a very useful feature as when you relate a record to another you start to create a historical view of the customer and provide your organisation with useful information. For example, you can then use that historical data t

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    • Document Management in Dynamics CRM 2011

      Roshan Mehta, 04 April 2011

                                    There has been a lot of frustration around maintaining a link between records in Dynamics CRM 4.0 and documents relating to

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    • Upgrading Microsoft Dynamics CRM 4.0 0n-Premise to Microsoft Dynamics CRM 2011 Online in New Zealand

      Mark Smith, 03 April 2011

      With the release of the Microsoft Dynamics CRM 2011 Online and the great new features it offers, you might be wondering how you can upgrade if your currently running Microsoft Dynamics CRM 4.0 On-Premise.  You may also have heard that Microsoft Dynamics CRM 2011 requires 64-bit architecture. T

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    • The Uprising of the Dynamics Marketplace

      Louise Alderton, 02 April 2011

      In my last few blog posts I have been reviewing and summarising questions posed to Microsoft Dynamic CRM General Manager, Brad Wilson from a recent interview conducted by Software Advice. So far these questions have covered trends in the CRM software market, price strategy, challenges for partners i

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    • Viewing Cases in Dynamics CRM 2011

      Simon Phillips, 01 April 2011

      There are 2 ways to access and manage Cases in Microsoft Dynamics CRM 2011 these are: from Queues under Workplace and from Cases under Services. Workplace Under the workplace menu Queues offers a view of the cases that have been assigned to you and the cases that have been assigned to the groups you

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    • Customization Changes in Dynamics CRM 2011

      Roshan Mehta, 31 March 2011

      We at Magnetism have already brought you some of the fantastic new customization features available in Dynamics CRM 2011. Today I am going to focus on some of the little things that may go unnoticed when you decide to customize your system. Where is the form assistant? The form assistant was a handy

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    • Inserting a Dynamics CRM 2011 Article into an Outlook Email

      Paul Nieuwelaar, 30 March 2011

      In my last blog post I showed a new feature of Articles in Dynamics CRM 2011, which was showing how to Customize the Article Form. In this blog post I will be showing another feature, emailing an Article directly from within outlook. This is a great feature because it means you don’t need to go into

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    • CRM Online vs. On-Premise -The Choice is Yours

      Louise Alderton, 29 March 2011

      In my last few blog posts I have reviewed questions posed to Microsoft Dynamic CRM General Manager, Brad Wilson from a recent interview conducted by Software Advice. These questions covered trends in the CRM software industry, Microsoft’s competitive pricing strategy for Dynamics CRM 2011 and challe

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    • Customizing an Article Form in Dynamics CRM 2011

      Paul Nieuwelaar, 28 March 2011

      In Dynamics CRM 4.0, there was no way of customizing the Article form. The only customization options you had for Articles was Creating Article Templates, which was limited, as it only affected the actual content of the Article. However in Dynamics CRM 2011 you can now fully customize the Article fo

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    • Cancelling or Deleting a Case in Dynamics CRM 2011

      Simon Phillips, 27 March 2011

      Any active case can be cancelled or deleted. You may need to cancel or delete a case where a customer no longer wants to receive help with the issue, or you decide that the case isn’t worth charging the customer for or billing against a contract. There are pros and cons to both cancelling and deleti

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    • Opportunities & Challenges for Dynamics CRM Partners in the Cloud Era

      Louise Alderton, 25 March 2011

      In my few blog posts I have reviewed questions posed to Microsoft Dynamic CRM General Manager, Brad Wilson from a recent interview conducted by Software Advice. These questions covered trends in the CRM software industry and Microsoft’s competitive pricing strategy for Dynamics CRM. Now I will move

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    • Business Units and Teams in Dynamics CRM 2011

      Roshan Mehta, 24 March 2011

      Business Units and Teams are not a new feature in Dynamics CRM 2011. They were available in the 4.0 release, but had some limitations to their usability. Microsoft has introduced some changes to Business Units and Teams in Dynamics CRM 2011, which is the main focus of this blog post. Business Units

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    • Searching for Articles in Dynamics CRM 2011

      Paul Nieuwelaar, 23 March 2011

      In my last few blog posts, I’ve been showing various ways of creating and using Articles in Dynamics CRM 2011. In this post, I will be showing how to search for Articles in Dynamics CRM 2011. Microsoft Dynamics CRM 2011 now uses the built in functionality of the ‘Quick Search’ feature to easily fin

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