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

KPIs, Forecasting and Dashboard ideas for Sales Managers using Microsoft CRM

Richard Penny, 13 January 2013

The team at Click dimensions recently posted this article on how sales managers can use Microsoft CRM to create dashboards and manage a sales pipeline. In this example they are using a SaaS business model but the principles are the same no matter what your model is. KPIs, Forecasting and Dashboard
Read the full article here
Default Activity ‘Filter on’ to ‘All’ Dynamics CRM 2011 UR12

Paul Nieuwelaar, 11 January 2013

In an earlier blog post of mine, I showed how to Default the Activities ‘Filter on’ to ‘All’ in Dynamics CRM 2011. Unfortunately the code provided in that blog post no longer works with Dynamics CRM 2011 on Rollup 12. This is due to the changes Microsoft have had to make to g
Read the full article here
Dynamics CRM ExecuteMultipleResponse – Analysing the Results

Roshan Mehta, 10 January 2013

To conclude my series on the new ExecuteMultipleRequest as part of the December 2012 release for Microsoft Dynamics CRM 2011, we will take some time to take a look at the information made available within the ExecuteMultipleResponse. This includes the IsFaulted and Responses properties. I have run a
Read the full article here
Dynamics CRM Execute Multiple – Performance Tests

Roshan Mehta, 09 January 2013

In my last post, I wrote about the new ExecuteMultipleRequest available in the December 2012 release of Microsoft Dynamics CRM 2011. I can conclude that this new method is fast, but how much faster is it than running single transactions at a time? To answer this question, we will conduct some tests
Read the full article here
ExecuteMultipleRequest in Dynamics CRM 2011

Roshan Mehta, 08 January 2013

I am excited to announce my favourite feature of the December 2012 release of Microsoft Dynamics CRM 2011 – the ExecuteMultipleRequest. This addition to the CRM SDK allows developers to create, update, and delete records in bulk for both on-premise and online deployments. In this blog, I will
Read the full article here
CRM 2011 Polaris – New Xrm.Page Method

Gayan Perera, 07 January 2013

CRM 2011 SDK 5.0.13 has just been released. It includes quite a few goodies. One of them is a new method to get the correct url of the server. Old method “getServerUrl” has been deprecated and has been replaced with “getClientUrl” To use this new method simply call: Xrm.Page.
Read the full article here
Microsoft CRM 2011 – MSCRM_CONFIG Database Stores Your License Key

Greg Olsen, 07 January 2013

With an implementation of Microsoft Dynamics CRM 2011 you may or may not be aware that the license key you used for the installation is stored within the MSCRM_CONFIG database. Since this key is stored within Microsoft SQL Server, we can use T-SQL to extract it out along with some other useful setti
Read the full article here
Magnetism End of Year Statistics 2012

Gayan Perera, 20 December 2012

We wanted to take the time to reflect on the year that has been….we have had some exciting challenges that have seen our team stretch, grow and reach some great new heights. We have some changes in our team too! We welcomed Greg Olsen and Colin Maitland to our Solutions team; partnered
Read the full article here
Display all Related Activities in One View Dynamics CRM 2011

Paul Nieuwelaar, 19 December 2012

In Dynamics CRM 2011, when we want to view related activities for a particular record, such as an Account, we can go through the left-nav Activities or Closed Activities related entities, or use the Activities sub-grid on the form under the Notes & Activities tab. Unfortunately with the s
Read the full article here
Default Activities ‘Filter on’ to ‘All’ Dynamics CRM 2011

Paul Nieuwelaar, 18 December 2012

For Dynamics CRM 2011 Rollup 12 users, check out this blog post instead. In Dynamics CRM 2011, for entities that have Activities such as Account, Contact, and Lead, there is a left-nav related link for Activities and Closed Activities. For Account and Contact, the ‘Activities’ view only
Read the full article here
Goals Management in Dynamics CRM 2011 – Goal Metrics 1

Colin Maitland, 17 December 2012

In my previous blogs I have written about Goal Charts in Microsoft Dynamics CRM 2011. In my next few blogs I will be writing about Goal Metrics. I will use an example of counting the number Phone Calls successfully completed and the number of follow-up Appointments scheduled by Telemarketers. In Mic
Read the full article here
Dynamics CRM 2011 UI Navigation Record Counter

Gayan Perera, 16 December 2012

We are finally back up and running after a run-in with Windows Azure subscription cancellations. If you notice issues with the website please let us know. As an early Xmas gift I’m releasing the Navigation UI Record Counter add-on for free on CodePlex. This is a fully supported solution
Read the full article here
Programmatically Retrieve Documents from SharePoint

Roshan Mehta, 16 December 2012

We recently built a mechanism inside a custom web portal where a client’s customers could log in, select an item from a grid and then click a button to download a matching document stored within SharePoint Online. There are many approaches you could use to build this functionality, but I sugge
Read the full article here
Quickly Create Reports for CRM 2011 with BIDS

Roshan Mehta, 12 December 2012

Business Intelligence Development Studio (BIDS) is a tool used by report designers to create custom reports for Dynamics CRM 2011. Reports can also be created from within the CRM application via the Report Wizard, but in this post we will take a look at the built in report wizard inside BIDS. Note t
Read the full article here
How To Toggle Tab Visibility Based On Another Tab

Jared Johnson, 01 December 2012

When customizing a form in Microsoft Dynamics CRM 2011 I had a requirement to have a tab appear to actually be a part of the tab above it. This is easy to achieve visually by hiding the label but this façade quickly disintegrates once you close the first tab. To have the second tab open and c
Read the full article here

Filter by Category