• Intro to Case Management with Microsoft Dynamics CRM What is it? Who should use it? Why?

      Simon Phillips, 11 February 2011

      If you and your organisation often get questions, problems, or requests from your customers - the Microsoft Dynamics CRM Case Management feature may be the answer you are searching for. With a Case Management solution built into Dynamics CRM 2011 right out of the box, there are many ways to quickly

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    • CRM 2011 for Outlook – The Navigation Pane

      Roshan Mehta, 10 February 2011

      The navigation pane in Dynamics CRM 2011 for Outlook has been redesigned to look more like the navigation pane provided in the CRM 2011 web client. Let’s take a look at the differences between CRM 4.0 and CRM 2011. In CRM 2011 for Outlook, the navigation pane is very similar to the CRM 4.0 Outlook c

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    • CRM 4/2011 Data Migrations – Lessons Learnt

      Gayan Perera, 07 February 2011

      * We’ve done quite a few data migrations over the years and I’d like to share with you some tips and tricks we’ve learnt along the way. Hopefully these will make your data migrations easier. Note: This is aimed at migrating records upwards of 100,000. Building the import tool Before you build a cus

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    • Whats new in Dynamics CRM 2011 for Outlook

      Roshan Mehta, 04 February 2011

      After speaking with many different Dynamics CRM clients, it is safe for me to say that one of the more popular features of CRM 4.0 is the Outlook client as most people “live” inside Outlook. Not only has Microsoft greatly improved the functionality and user experience of the Dynamics CRM 2011 web cl

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    • Dynamics CRM 2011 Email Fields as Links

      Paul Nieuwelaar, 03 February 2011

      In Microsoft Dynamics CRM 4.0, you will probably remember how you could create an nvarchar text field with a format of URL to resemble a website field, and then when a website is entered into that field it would appear as a link, and you could double click the field to open it in your web browser.

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    • Editing the Side Navigation on Dynamics CRM 2011 Forms

      Simon Phillips, 01 February 2011

      Editing of the form’s side navigation is now extremely easy to do in CRM 2011, back in CRM 4.0 you had 2 different ways you could edit it. For example, if you wanted to remove a side navigation item you could either use some JavaScript or you could find the relationship in the list of them all and s

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    • CRM 2011 Highlight and Copy from a Grid View

      Gayan Perera, 31 January 2011

      One of the annoying things with CRM 2011 is the inability to copy paste data from a grid view, the ability to highlight a record or a cell has been disabled. I’m sure there was a good reason but we need this functionality. Here is a work around if your deployment is on-premise. 1. Open up the CRMWe

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    • Outstanding Customer Service

      Louise Alderton, 29 January 2011

      Providing great customer service is fundamental to any organisation. It can make a significant difference to whether a customer will continue to interact with you or more importantly – not. Just like the saying goes… ‘A happy customer will tell a friend; an unhappy customer will tell the world’. So,

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    • CRM 2011 Silverlight Multiple Pages within a Single xap file

      Gayan Perera, 28 January 2011

      The ability to use Silverlight in CRM 2011 is a great improvement over ASP.NET ASPX. Especially since Silverlight is supported in all deployment types (On-premise, Partner hosted, Online). Therefore it makes sense to use Silverlight instead of ASP.NET ASPX pages. One of the biggest challenges we fac

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    • Easily Create Relationships in CRM 2011

      Simon Phillips, 27 January 2011

      * There have been many improvements made to the customizations area in Dynamics CRM 2011. In this post I will cover two of these, first of which will be the easy creation of relationships, and the other being, once you have the relationship created, to insert a sub-grid onto the form. You will disco

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    • Filtered Lookups in CRM 2011

      Roshan Mehta, 26 January 2011

      There have been many occasions where CRM users have asked for filtered lookups. What are filtered lookups you ask? Let’s say you have an entity with a lookup field to Account and another lookup field to Contact. You want to be able to select an Account from the first lookup, and then choose a Contac

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    • How to Designate Magnetism as your Partner on Record for Microsoft Dynamics CRM Online

      Paul Nieuwelaar, 23 January 2011

      If you already have your organization set up on Dynamics CRM 2011, then the steps described in this blog will show you how you can designate Magnetism as your organizations Dynamics CRM 2011 Partner on Record. If you haven’t yet got Dynamics CRM 2011, I recommend you read my previous blog post on Ho

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    • How to get your hands on the Dynamics CRM 2011 Trial

      Paul Nieuwelaar, 22 January 2011

      The full version of Dynamics CRM 2011 has now been released, and if you want to get your hands on the trial version, all you have to do is follow the steps below to get started right away. 1. Follow this link: http://crm.dynamics.com/en-nz/trial-overview. 2. Click on ‘Try Now’. 3. You will then be

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    • CRM 2011 Dynamic JavaScript

      Simon Phillips, 21 January 2011

      With CRM 2011 all JavaScript is now saved into the solution and to write the script it now has to be included in a function - people who are used to the old way of writing JavaScript may find this difficult at first, but it does get easier. While updating some JavaScript that I had written from CRM

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    • Advanced Find in Dynamics CRM 2011

      Paul Nieuwelaar, 19 January 2011

      Advanced finds in Dynamics CRM 2011 are very similar to advanced finds in Dynamics CRM 4.0 in how they work, however there are a few subtle differences that shouldn’t go unnoticed. The Query part of the advanced find works exactly the same as in Dynamics CRM 4.0, in that you set the query in the fo

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