• CRM Report Wizard – The Foundation for Custom Reports

      Roshan Mehta, 29 November 2012

      The CRM 2011 Report Wizard is a nice way for general users to build personal reports which they can then share with other users. Users are restricted to the default report layout which consists of a light-blue colour scheme and simple formatting which cannot be changed from the CRM interface. In thi

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    • Should your business have a blog?

      Richard Penny, 28 November 2012

        I get asked a lot, particularly by small and medium business owners, whether they need a blog.   For many busy Kiwi businesspeople, a blog seems a self-indulgent drain on resources and I can certainly understand that point of view, however I firmly believe that to not have one is to

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    • CRM 2011: Querying Activities Using FilteredActivityPointer

      Nathan Eccles, 28 November 2012

      When looking to retrieve activity information into a report using SQL, using the FilteredActivityPointer view is often adequate as it returns the generic information which relates to all activities. Unfortunately, we have not been given access to add fields to this universal view and as such, if we

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    • Multi-Series Charts on a Single Axis – Dynamics CRM 2011

      Paul Nieuwelaar, 27 November 2012

      In Dynamics CRM 2011 Rollup 5, Microsoft introduced multi-series charts. Basically this means you can now graph 2 or more fields side by side so you can compare these values visually. One example of this would be Opportunities Est. Revenue vs. Actual Revenue, grouped by Owner. Using this example, we

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    • Microsoft CRM – Support Timeframes

      Greg Olsen, 26 November 2012

      When you have an implementation of Microsoft Dynamics CRM you need to be aware of the Microsoft support timeframes for each version of the product, from v1.0 to 2011. This is to ensure you can always pick up the phone or log a case with Microsoft for support with your deployed system. Personally, I

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    • Workflow Wait Conditions: Best Practices - Dynamics CRM 2011

      Paul Nieuwelaar, 25 November 2012

      In this blog post I will be discussing a few ‘best practices’ when using Dynamics CRM 2011 Workflow Processes, and in particular when using the ‘Wait Condition’. I will assume that you’re familiar with the basics of how to use workflow wait conditions, and so I will be

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    • Dynamics CRM 2011 Code Visualizer

      Gayan Perera, 22 November 2012

      At Tech Ed 2012 New Zealand I demonstrated a javascript analyser.  You can use it to get an output in csv format of all the javascript within the system. It extracts the data from FormXml and outputs where the javascript is called from. e.g.: which library and which function on which form on wh

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    • A couple of great webinars for marketers…

      Richard Penny, 21 November 2012

      If you are keen to see how you can get your lead generation programmes really cranking, we highly recommend the webinars that the team at Click Dimensions run on a regular basis. There is one coming up on the 21st of November called Marketing Automation for Microsoft Dynamics CRM which gives a compl

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    • Update Invoices when Product Prices Change (Lock Price)

      Paul Nieuwelaar, 20 November 2012

      In Dynamics CRM 2011, when you create an Invoice using Existing Products as the line items, these line items use the price from the related Product. If the price on the product changes, the Invoices that include the product will automatically be updated to include the new price. Note that this behav

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    • Amazing 3D Charts in Dynamics CRM 2011

      Roshan Mehta, 19 November 2012

      Everything looks better in 3D! Your favourite movie or video game brings forward a whole new experience when things are displayed in 3D. This blog is targeted to the hard working CRM users around the world who don’t have time to watch movies or play video games by introducing three dimensional

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    • Quick Find Optimization Search Error

      Gayan Perera, 18 November 2012

      Dynamics CRM Rollup 10 introduced a new feature called ‘Quick Find Optimization’, by default this is set to ‘Yes’ once you apply RU10. Everything works beautifully until a user enters broad search criteria, eg: *xyz. If the system has too many records it’ll simply crash

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    • Chart Types in Dynamics CRM 2011

      Roshan Mehta, 16 November 2012

      By default, Dynamics CRM 2011 allows users to work with a number of different chart types within the application. The available chart types include column, bar, area, line, pie and funnel but CRM also supports chart types defined in the .NET 3.5 controls. In this post, we will look at how to easily

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    • CRM 2011: Considerations for Improving Information Systems

      Nathan Eccles, 15 November 2012

      Ever feel like your existing information system is tired and in need of some attention?  * When looking to improve an information system there are 7 possibilities. You can; restructure, reengineer, refurbish, rejuvenate, re-architect, replace (with a package or service), or rewrite the system.&

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    • Microsoft Dynamics CRM 2011 – Custom Code Validation Tool

      Greg Olsen, 14 November 2012

      I think it’s important for everyone now to start reviewing their current CRM 2011 customisations using the Custom Code Validation Tool to ensure their existing customizations will work with the next service release of CRM 2011, code named Polaris, which is due in December 2012. It is noted tha

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    • Modifying Chart Colour Schemes in Dynamics CRM 2011

      Roshan Mehta, 11 November 2012

      When you create new personal or system chart in Microsoft Dynamics CRM 2011, the system automatically applies a colour scheme which you are unable to change at design time through the user interface. This can impact the readability of the chart – for example the series and font colours may cla

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