• Microsoft Dynamics CRM 2011 – Improving the Development Experience

      Roshan Mehta, 13 January 2011

      The development experience is yet another improvement when upgrading your Dynamics CRM 4.0 implementation to Dynamics CRM 2011. Dynamics CRM 4.0 uses many “CRM specific” data types which can take a little while to get used to but can still allow you to gain the desired result with any custom program

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    • No More Tabbing – Dynamics CRM 2011

      Paul Nieuwelaar, 12 January 2011

      In Dynamics CRM 4.0, forms were made up of several different tabs, where you had the main information on the General tab, and other fields on the other tabs. This required you to go through each tab, and then once you reach the bottom of that tab you needed to go back to the top of the form to switc

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    • CRM 2011 Visio Stencil Set: The Final Product

      Simon Phillips, 11 January 2011

      Over the past few weeks I have shown you the progress that I have made in creating the CRM 2011 Visio Stencil Set which is now known as mVision, I am proud to announce that the stencils are now complete and are on sale! For full details on and about the mVision stencils visit our website, or contact

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    • CRM 2011 – The WOW effect

      Gayan Perera, 10 January 2011

      The enhancements and improvements that are part of CRM 2011 are impressive! In less than a day you can have a fully working prototype (with smoke and mirrors of course) that’ll knock the socks off your potential customer. Here are few tips and tricks to wow your customers. Customize the masthead ima

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    • Dynamic in Dynamics – CRM 2011 Marketing Lists

      Louise Alderton, 08 January 2011

      A few weeks back Mark Smith wrote a post on Marketing Lists in Dynamics CRM 4.0 vs. 2011 which outlined some new and improved features that will be available. In this post I will expand on this and look a bit further into one of these new features ‘Dynamic Marketing Lists’, what they are and how thi

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    • Lookup Fields in Microsoft Dynamics CRM 2011

      Roshan Mehta, 06 January 2011

      Multiple records can be linked together in Microsoft Dynamics CRM by defining relationships. These relationships are then made visible on entity forms using lookup fields. Traditionally in Dynamics CRM 4.0, lookup fields are armed with intelligent functionality to perform searching within the field

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    • JavaScript Libraries on a Form in Dynamics CRM 2011

      Paul Nieuwelaar, 05 January 2011

      In Dynamics CRM 4.0, the method for adding JavaScript was: Open the onLoad or onSave event, and paste all your code into the one text area. This caused code to get very messy, and hard to keep track of. However in Dynamics CRM 2011, there is now a new way of using JavaScript, which makes it so you

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    • Creating Entity Dashboard Charts in CRM 2011

      Simon Phillips, 04 January 2011

      You may have read in another post I have written, that in CRM 2011 any user now has the ability to create dashboards to display all the data that they would use every day and make looking at multiple entities/records at one time easier. But this isn’t the only way that you can create a dashboard gra

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    • Dynamics CRM 2011 – A Closed Loop System

      Louise Alderton, 01 January 2011

      To continue my Microsoft Dynamics CRM 2011 discovery I have decided to re-evaluate the concept of ‘Closed-Loop Marketing’, a topic I blogged about a few months back relating to Dynamics CRM in a general sense. You can check out this previous post here. Now, I would like to examine if and how Micros

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    • How to use Dialogs in Dynamics CRM 2011

      Paul Nieuwelaar, 29 December 2010

      In Dynamics CRM 2011, as well as having the ability to create workflows, like in Dynamics CRM 4.0, you can also create Dialogs. Dialogs are like workflows, although they allow you to work through them step by step, with user interaction, including prompts to gather information easier. To create a D

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    • Microsoft Dynamics Marketplace – Opportunities for low-cost system improvement

      John Eccles, 26 December 2010

      Users of Microsoft Dynamics CRM can now take advantage of the Microsoft Dynamics Marketplace to enhance their CRM system for relatively low-cost.   What is the Microsoft Dynamics Marketplace? An on-line store for Microsoft Dynamics CRM applications.  It works much the same as Apple’s App S

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    • Stress-Free Productivity = Getting Things Done (Book Review)

      Louise Alderton, 25 December 2010

      Here at Magnetism (like every other business I’m sure) we like to get things done. On joining the Magnetism team six months ago I was required to read the appropriately titled book, ‘Getting Things Done’ by David Allen and then mirror the suggested processes in my own work. This book was a bestselle

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    • Solutions in Microsoft Dynamics CRM 2011

      Paul Nieuwelaar, 22 December 2010

      In Dynamics CRM 4.0, the standard way to import and export customizations to be used on other CRM instances was to use the customizations.xml file generated by exporting selected customizations. In Dynamics CRM 2011, the process of packaging and deploying customizations (or solutions) is now easier

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    • Microsoft Dynamics CRM 2011 Visio Stencil Set - Part 5

      Simon Phillips, 21 December 2010

      In all my other posts I have shown you all the elements that have been built to help you create a mock-up of what an entity will look like well now I am going to show you the whole image and what you can expect to be able to show to your customers (This may not be exactly what the final stencil look

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    • What are Connections in CRM 2011?

      Roshan Mehta, 16 December 2010

      Dynamics CRM 4.0 has a very useful feature known as Relationships which allow you to link Accounts, Contacts, and Opportunities with each other using a set of defined relationship roles. However, the limitation of only being able to define relationships between these three entities can be problemati

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