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Pricing Products – Part 9 – Customer Specific Price Lists
Colin Maitland, 24 September 2012
In this series of blogs I have been writing about pricing products using the features of the Microsoft Dynamics CRM 2011 Product Catalog. In this blog I will be writing about Customer specific Price Lists. Customer specific Price Lists may be used to define specific prices and/or specific products a
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How to create E-mail Templates in Dynamics CRM 2011 using ClickDimensions
Megha Kainth, 22 September 2012
Microsoft Dynamics CRM 2011 has given us the flexibility to import solutions in it. In this blog post I will discuss how to create E-mail Templates in Dynamics CRM 2011 by using the features of ClickDimensions. To create an E-mail Template in Dynamics CRM 2011 navigate to Marketing > Email Market
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Copy a Dynamics CRM 2011 Process
Roshan Mehta, 18 September 2012
Microsoft Dynamics CRM 2011 makes it easy to copy a workflow or dialog process which simplifies deployment and the configuration of similar processes. In this post, we will look at how we can create process templates and initialize multiple workflow processes from these templates. Let’s assume
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Pricing Products – Part 8 – Adding the Unit column to the Quote Products, Order Products and Invoice Products views
Colin Maitland, 17 September 2012
In my previous blog I provided step-by-step instructions for adding the Unit column to the Opportunity Products sub-grid on the Opportunity form in Microsoft Dynamics CRM 2011. Unlike Opportunity Products, the Quote, Order and Invoice associated products are displayed from an associated products
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Ways to access Dynamics CRM 2011 in a kiwi context
Huniyer Hovich, 16 September 2012
Last week I entertained some clients that were in Auckland for TechEd week. One of the topics we discussed was the much anticipated and delayed R8 release, which amongst other new features will support cross browser functionality for Dynamics CRM 2011. We joked about how we weren’t real
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Voting Buttons in Microsoft Outlook 2010
Megha Kainth, 15 September 2012
On every Friday evening we all staff at Magnetism get together for drinks and nibbles. Every week I need to do a member count before organising drinks for all staff members. To achieve this I use the functionality of voting buttons in MS Outlook. In this blog post I will describe how to use these vo
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Merging Custom Entity Records with Dynamics CRM 2011 Dialog
Paul Nieuwelaar, 13 September 2012
Dynamics CRM 2011 by default includes the ability to merge 2 records into 1; however this functionality is only available on Accounts, Contacts and Leads. This is usually not a problem, however as CRM is designed to be fully customizable, there are some cases where you have an entity that needs the
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Dynamics CRM 2011 user license costs for non-profit
Huniyer Hovich, 11 September 2012
A little while back I ran an overview of the Microsoft licensing structure for organisations by size and industry. Since then I’ve been in a few more situations where clients had no idea about CRM User Client Access Licenses (User CALS) – more specifically what they are, how much
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Pricing Products – Part 7 – Adding the Unit column to the Opportunity Products Sub-Grid
Colin Maitland, 10 September 2012
In this series of blogs, I have been writing about pricing products using the Products Catalog in Microsoft Dynamics CRM. In this blog I will provide brief instructions on how to add the column to the Opportunity Products sub-grid so that it looks like the example in the screenshot below. By default
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Sales Process in Dynamics CRM 2011: Invoices
Megha Kainth, 08 September 2012
In my previous blog post I have described how to create and fulfil Orders in Dynamics CRM 2011. In this blog post I will describe how to create Invoices in Dynamics CRM 2011. Invoice can be created from an existing order. To create an invoice from an existing order Click on Create Invoice button on
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OptionSet Helper for your xRM Applications
Roshan Mehta, 06 September 2012
The latest version of the Microsoft Dynamics CRM 2011 Software Development Kit includes a new mechanism to generate an OptionSet helper to include in your custom .NET xRM applications. It uses the CrmSvcUtil executable to generate a C# code file with enum definitions for your OptionSets. You can dow
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How to Manually Modify the “Created On” Field of Dynamics CRM 2011 – Part 2
Vincent Zhong, 05 September 2012
In my previous blog post, I have talked about the need to manually modify the “Created On” date and how to do it programmatically. In this blog post I will show you how to modify it when you are importing data. First of all, here are some conclusions we drew from my last blog pos
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Different Field Widths within same Column Dynamics CRM 2011
Paul Nieuwelaar, 04 September 2012
You can see in the image above what we want to achieve. Basically, within the same section, we want to have one field occupy more space than the others. In this example, we have a Product name, which could potentially be very long, and then price and quantity fields, which are never going to need
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Pricing Products – Part 6 – Units and Unit Groups 2
Colin Maitland, 03 September 2012
In my first blog of this series, I wrote about the setup and use of Unit Groups and Units for Products using the example of a Unit Group called Widgets Unit Group containing Units of Each, Boxes, Pallets and Containers. However, many types of businesses charge for services rather than products, such
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Magnetism’s Relationship Information Centre (RIC) for sports administration in NZ
Huniyer Hovich, 02 September 2012
Here is a typical scenario that I would encounter as GM in sports administration. 2 hours before the board meeting the Chairman came to me and asked for player information to support a last minute funding application. Player numbers I asked? No sweat. No, he said. Not just player numbers. Jun
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