Blog Posts for Microsoft Dynamics 365 and Dynamics CRM | Magnetism Solutions | NZ (Auckland, Wellington, Christchurch and Dunedin)

Email Tracking Error with Dynamics CRM 2015 Outlook Client

Paul Nieuwelaar, 02 April 2015

Recently one of our customers upgraded from CRM 2011 to CRM 2015. During this process users were required to switch to the CRM 2015 Outlook Client. This meant uninstalling the 2011 connector and installing the 2015 connector. What we noticed however is that certain users were experiencing errors wh
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Error on Create of Appointment in CRM 2013 SP1 Rollup 2

Paul Nieuwelaar, 26 March 2015

After updating to CRM 2013 SP1 Rollup 2, we noticed an error on create of appointments in one of our clients systems. The error was a generic "Unexpected Error" which gave no indication of why it was happening The error in the log file was as follows: 430<s:Envelope xmlns:s="http://schema
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Configuring the Chat Interface in Parature

Ahmed Anwar, 25 March 2015

Parature gives the ability to change the look and feel of the Live Chat interface to meet your company's design/colour scheme. The Parature Live Chat interface is shipped with default settings which can be easily customised to suit your branding. To start customising the chat interface, go to Setu
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Microsoft Dynamics CRM 2015 – You can now add a Theme to your CRM

Greg Olsen, 24 March 2015

There are times customers are wanting to change the User Interface (UI) look n feel of CRM. They wanted to change the colours, logos etc to blend CRM into their existing systems. Well as of the Spring '15 release of Dynamics CRM this will all be possible, but limited. This will initially be released
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Microsoft Dynamics CRM 2015 – Global Navigation UI Changes

Greg Olsen, 22 March 2015

Microsoft Convergence 2015 in Atlanta allowed us to take a look at the new Spring '15 release of Microsoft Dynamics CRM. This release includes another round of feature changes. This blog post will outline what has changed with the User Interface relating to the Global Navigation of Dynamics CRM. Th
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Attaching Files to Knowledge Base Articles in Parature

Manjula Chetty, 06 March 2015

In my previous post, we added some knowledge base articles to folders and looked at how alternate questions can help customers find the articles. The next step in creating rich knowledge base content is to add images, files and videos to these articles. There are two modules that we need to use to
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Managing Articles in the Parature Knowledge Base

Manjula Chetty, 05 March 2015

In my previous post, I showed you how to create folders in the Parature Knowledgebase to group related articles together. Today we'll look at managing articles within these folders to illustrate how the structure of the knowledge base can evolve as information about our products and services change
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Integrating Microsoft Social Listening with Dynamics CRM

Zoe Sands, 03 March 2015

Social Listening can help you gain insights into what is being said about your company, products and competitors. Data is given to you in the form of charts and graphs and you are able to drill down into it to see who's talking about you, what they are saying and where they said it. Integrating with
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Office 365 – Accessing the Australia Office 365 Data Center for NZ

Greg Olsen, 02 March 2015

As I write this article, New Zealand (NZ) Office 365 subscribers have their services hosted out of a data center in Singapore. The distance from New Zealand to Singapore is a good length, which means it can take a bit longer for our client requests in NZ to hit the servers in Singapore meaning Late
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Sub-Reports in Dynamics CRM and SSRS Run on Multiple Records

Paul Nieuwelaar, 11 February 2015

In Dynamics CRM, when we create a report in SSRS we can choose to add filtering so it can be run on a single record, or multiple records from CRM. Say we want to create a custom invoice report, which contains our company logo, and some details about the invoice and line items. This will typically be
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Office 365 – Integration with Office 365 APIs

Greg Olsen, 10 February 2015

As we continue to work more and more with Office 365, we are likely require some form of integration from our custom application or business system with Office 365. The Office 365 platform has some APIs available for integration, which will also allow our hybrid systems to integrate with the cloud.
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Configuring Knowledgebase Folders in Parature

Manjula Chetty, 28 January 2015

The Knowledgebase module in Parature provides a way for customer’s to view the information about the problems they might have encountered or when they want to know about products or features. It also provides a way to attach files and videos to the knowledgebase articles so that step by step
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CRM 2013 – Error with Access Team Templates after Deployment

Ahmed Anwar, 27 January 2015

Access Teams in Dynamics CRM 2013 allow you to assign records to multiple users through the use of a sub-grid which references an Access Team Template. When deploying a solution which contains this sub-grid from one CRM environment into another, you may have come across the following error. The Req
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Display External Web Pages in Unified Service Desk

Roshan Mehta, 12 January 2015

In my previous post, we customised Unified Service Desk by adding a toolbar with some toolbar buttons. Those buttons do nothing when clicked, so the focus of this post is to add some functionality to the “SharePoint” and “Yammer” buttons to open their respective websites in a
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Power BI Microsoft Dynamics CRM 2013 – Part 17

Colin Maitland, 16 December 2014

In my previous blog in this series I have demonstrated how to reorder the columns in the Account, Contact and Opportunity ODataSets downloaded to Microsoft Excel 2013 from a Microsoft Dynamics CRM Online Organisation. In this blog I will demonstrate how to rename the columns. This is the final ste
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