• Dynamics CRM 2011 – Importing Data into CRM for the End User

      Mark Smith, 24 October 2010

      Getting data into CRM is a common requirement for most people working with Dynamics CRM.  The Microsoft Dynamics CRM Product has done a fantastic job of improving this for CRM 2011. Many enhancements have made, well done team! Steps to Import: 1. Select Import from the Workplace Menu 2. Selec

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    • Sort, Sift, Save and Set in Dynamics CRM 2011 – Part 1

      Louise Alderton, 23 October 2010

      As I continue my journey of discovery into new features of Dynamics CRM 2011 I can’t help but get more and more excited. For this post I will look at the filter function within CRM 2011- how it works and why it is fantastic. In a nutshell this feature lets you manage and choose the way you view info

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    • Recurring Appointments in Dynamics CRM 2011

      Paul Nieuwelaar, 20 October 2010

      A new feature that has been added to Dynamics CRM 2011, that before was not available out of the box in Dynamics CRM 4.0, is the ability to create a recurring appointment. To create a recurring appointment in Dynamics CRM 2011 you start by creating a regular appointment, by clicking on Activities, u

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    • Microsoft Dynamics CRM 2011 Web Resources – Your New Best Friend!

      Simon Phillips, 19 October 2010

      With the idea of solutions in Dynamics CRM 2011, Web Resources will now be your new best friend. Web Resources allows you to save a whole list of different things right into the solution itself, saving a lot of hassle in trying to get access to the server the Dynamics CRM system is running on. Or if

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    • Open Sesame! - Dynamics CRM 2011 Solution File

      Gayan Perera, 18 October 2010

      I like breaking into things to see what they look like on the inside, on a rainy day like today with not much to do I decided to see what the solution export file is made of. The exported zip file is similar to the Microsoft Office files, inside the zip file there is [Content_Types].xml which is ex

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    • Please CRM 2011 Sir, Format My Phone Number

      Gayan Perera, 14 October 2010

      At Magnetism, we try to make things really easy for Dynamics CRM users, like formatting the address, automatically populating suburb, city, postal code, country by using ajax suggestions, so that the user can go through their daily activities without having to worry about keeping CRM data clean. Esp

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    • Form Customization in Dynamics CRM 2011 – Part 3

      Paul Nieuwelaar, 13 October 2010

      In my last blog post on Form customizations, I showed some new features of Dynamics CRM 2011 that would save you time, such as making a field not display on a form by default, deleting fields, sections, and tabs by pressing the delete key, and dragging fields directly onto the form. Creating new fie

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    • Microsoft Dynamics CRM 2011 Dashboarding 101

      Simon Phillips, 12 October 2010

      In Dynamics CRM 2011 out of the box they are allowing creation of Dashboards. They have made the creation of them really user friendly and easy which is why they are allowing users to create dashboards on the fly as they see them to need one. In Dynamics CRM 2011 they supply seven generic dashboards

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    • A bit of Syntatic Sugar for Dynamics CRM 2011 LINQ

      Gayan Perera, 11 October 2010

      We've been using XrmLinq for our Dynamics CRM 4.0 developments and we've gotten use to that syntax, the new LINQ provider in Dynamics CRM 2011 is a bit different but thanks to extension methods and generics we can make it look the same as XrmLinq. The main reason for this is to port existing&nb

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    • What is the ‘Power of Productivity’ in Dynamics CRM 2011?

      Louise Alderton, 09 October 2010

      I googled (as you do) the definition of productivity and it came back with two types of descriptions. First, it describes it as a quality of being productive or having the power to produce. The second referred to productivity in an economic way where it is the ratio of the quantity and quality of un

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    • Using Sub-Grids in Microsoft Dynamics CRM 2011

      Roshan Mehta, 07 October 2010

      I have been using Microsoft Dynamics CRM 2011 for only two days now and man do I love it! The customization features have improved so much that I can’t wait to start using it full time. One thing I particularly like is the new sub-grid feature which can be added to any entity form. Now what is a sub

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    • Form Customization in Dynamics CRM 2011 – Part 2

      Paul Nieuwelaar, 06 October 2010

      In part one of my Form Customization in Dynamics CRM 2011 blog post, I went over how you can customize an entity from inside a record, and how the customizations now allow for drag-and-drop capability for fields, sections and tabs. Making a field not display on a form by default One thing I would li

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    • 5 Syntax Changes in Dynamics CRM 2011 Plugins

      Gayan Perera, 04 October 2010

      There are number of changes between Dynamics CRM 2011 SDK and CRM 4 SDK. Let’s take a look at what has changed between plugins.  * 1. The IPlugin now resides in Microsoft.Xrm.Sdk namespace instead of Microsoft.Crm.Sdk public class ClassName : Microsoft.Crm.Sdk.IPlugin public class ClassNa

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    • Microsoft Dynamics CRM 2011 – Even More Familiar

      Louise Alderton, 02 October 2010

      Many of you who are already using and experiencing the benefits of Microsoft Dynamics CRM 4.0 may be very content with your current system and really feel no need to upgrade to Dynamics CRM 2011. And to be fair Dynamics CRM 4.0 is highly beneficial in its own right and was a great leap forward compa

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    • Marketing Lists in Dynamics CRM 4.0 vs. 2011

      Mark Smith, 01 October 2010

      With the release of Microsoft Dynamics CRM 2011, I thought I would go over some of the differences between the Marketing Lists of Dynamics CRM 4.0, and the new improved Marketing Lists of Dynamics CRM 2011. One of the most noticeable differences in Dynamics CRM 2011 is that everything important is

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