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

Moving from Contact Management System to CRM

John Eccles, 11 December 2013

In the 1990’s, I was a Goldmine user. I thought it was pretty powerful because I could record details of all my Contacts and email from Goldmine and easily find my emails. I could even, after some effort to set it up, print letters and faxes mail-merged with my Goldmine Contacts!
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Microsoft Dynamics CRM – CRM Usage Tool

Colin Maitland, 18 November 2013

Are your users using Microsoft Dynamics CRM? In our previous blog by John Eccles he mentioned the CRM Usage Tool that we have recently developed. This tool monitors and provides information on Users use of Microsoft Dynamics CRM. Several of our customers, as well as us, have found the information
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Measure User Adoption of CRM

John Eccles, 17 November 2013

In an earlier blog - User Adoption of CRM – The Key Issue - I laid out the evidence for user adoption of the new system being critical to its success. “By far the most important factor for realizing value from software is effective user adoption.” If this is true (
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CRM 2011 How to fix NET.TCP issue when .NET is re-installed

Gayan Perera, 14 November 2013

We recently had a client who re-installed the .NET framework on a CRM 2011 server which caused major issues with the Asynchronous and Sandbox services. Error was: “The service endpoint failed to listen on the URI ‘net.tcp://localhost/CRMSandboxSdkListener-CrmAsyncService’ because
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Microsoft Dynamics CRM 2013 – Global Quick Create and Quick Create Forms

Colin Maitland, 10 November 2013

Microsoft Dynamics CRM 2013 has introduced the Global Quick Create functionality and Quick Create forms that allow you to quickly create designated types of records from any location in Microsoft Dynamics CRM. In this blog I will briefly describe this functionality. The Global Quick Create button
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Changes to the Location of Reports in Microsoft Dynamics CRM 2013

Colin Maitland, 07 November 2013

In Microsoft Dynamics CRM 2011 reports may be accessed from the My Work area on the Site Map, from the Run Report button on View and Form Ribbon Bars. In Microsoft Dynamics CRM 2013 several changes have been made that affect the location from which reports may be accessed. The first change relates
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How to Map Owner Using the XRM SSIS Toolkit

Gayan Perera, 06 November 2013

The SSIS Integration Toolkit is a great product by KingswaySoft. You can download a trial from the link below. http://www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-dynamics-crm One of the most common requests from customers is the ability to retain owner information when data
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Microsoft Dynamics CRM 2013 Upgrade – Form Header - Header Tile Conditions

Colin Maitland, 05 November 2013

When upgrading your customised forms from Microsoft Dynamics CRM 2011 to Microsoft Dynamics CRM 2013 one of the considerations is the number and type of items that are displayed in the Form Header of the upgraded forms and the style resultantly selected by Microsoft Dynamics CRM for the display of t
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SSRS: Fixing Headings in Place and Repeating them on New Pages

Nathan Eccles, 04 November 2013

As mentioned in my previous blog, a useful feature available to us through SSRS is the ability to repeat header rows on new pages, or have them fixed as the first row to be displayed on the screen regardless how far down the report you are. Getting access to these properties can be a bit confusing,
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Adding Ready-To-Use Business Process Flows to Microsoft Dynamics CRM 2013

Colin Maitland, 03 November 2013

In this blog I will provide a list of the ready-to-use Business Process Flows that have been provided by Microsoft and how these may be added to and activated in your Microsoft Dynamics CRM 2013 organisation. The following list of ready-to-use Business Process Flows has been copied from the Micros
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Left Outer Joins in Dynamics CRM 2013

Roshan Mehta, 31 October 2013

We have had many requests from clients asking for the ability to show “empty sets” in reports and custom applications. For example, retrieving a list of Accounts with no Contacts, or a list of Contacts that have no Tasks. To achieve this, we use the “outer” link type in Fetch
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SSRS: Using Page Size and Interactive Size to Manage Printing

Nathan Eccles, 30 October 2013

When design a report you often run into a conflict between how you want your report to display in a report viewer, versus how you want it displayed as a PDF for printing purposes. By right clicking the report in SSRS we can get to Report Properties, which lets us edit the page size and margins for
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CRM 2013 Mobile App Customising What Entities are Enabled

Jared Johnson, 29 October 2013

The CRM 2013 Mobile app by default displays the following entities: Read/Write: • Account • Contact • Lead • Opportunity • Opportunity Product • Notes • Competitor &b
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Translating Address Fields in Dynamics Microsoft CRM 2013

Colin Maitland, 28 October 2013

With the release of Microsoft Dynamics CRM 2013 a new composite address field and related composite address control for displaying and editing addresses has been added to Accounts, Addresses, Competitors, Contacts, Invoices, Leads, Orders, Quotes and Users. A composite address field has not been add
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CRM 2013 – Execute Asynchronous Operations

Roshan Mehta, 24 October 2013

The new Dynamics CRM 2013 SDK includes a new method to execute service requests asynchronously. Please note that this is only currently supported for the ImportSolutionRequest but we can expect this to be extended in the near future to support many other types of requests in CRM. The benefit
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