• Marketing Emails Aka Quick Campaigns in MS Dynamics CRM 2011

      Mark Bradman, 08 June 2012

      Following the scenario from our previous blog, you have spent many thousands of dollars on a Stand at a Trade Show where the measure of your success is a list of people who gave you their contact details. As customary, you enter them into a spreadsheet for follow up by your sales team.   The

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    • Sales Territories in Dynamics CRM 2011

      Megha Kainth, 07 June 2012

      By using ‘Sales Territories’ functionality in Microsoft Dynamics CRM 2011, we can group users into one territory with a common manager for a specific territory. In this blog post I will discuss how to create Sales Territories in Dynamics CRM 2011. To create sales territories Click on &ls

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    • Dynamics CRM 2011 Custom System Views for Sub Grids

      Paul Nieuwelaar, 06 June 2012

      In Dynamics CRM 2011 when adding a sub grid to a form, often the default view used is the ‘Active’ view, since the ‘Associated’ view is not available in sub grids, as you can only select Public views (Active/Inactive and Custom views). The problem here is that often the &lsqu

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    • Magnetism Microsoft Dynamics CRM 2011 Starter Packs

      Colin Maitland, 05 June 2012

      Over the last two weeks I have been involved hands on in a Magnetism CRM Starter Pack deployment for a new Microsoft Dynamics CRM 2011 Online customer. Out the box Microsoft Dynamics CRM 2011 is not ready for immediate deployment without the need for additional expertise and investment in the areas

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    • Considerations When Adding A Business Required Field To Contacts In Dynamics CRM 2011

      Colin Maitland, 04 June 2012

      Adding a new custom Business Required field called Contact Type to the Contact entity and related Contact form in Microsoft Dynamics CRM seems like a simple change that can be made with minimum impact.  However, there are several issues to be considered and addressed when adding a Business Requ

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    • Using Marketing Lists in Dynamics CRM 2011

      Mark Bradman, 03 June 2012

      In my previous blog, I used the example of following up leads from a Trade Show by turning the “next to useless” method of maintaining them in Excel spreadsheets…   … into a Valuable Asset available centrally to everyone within your organisation by importing them dire

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    • Create a Phone Activity Icon on Task Bar by using Dynamics CRM 2011

      Megha Kainth, 02 June 2012

      As a part of your job responsibilities, you might be responsible of answering phone call for your organization on behalf of your colleagues. By using Dynamics CRM 2011 you can make this process very simple and you can easily create phone activities. First of all you need to open an activity in Dynam

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    • Automation and the Not-for-Profit Sector

      Huniyer Hovich, 01 June 2012

      What on earth do you blog about when you’ve just started a new job? Alright… you don’t have to start heading for the hills just yet because I’ve recently come out of four years with a non-profit organisation and it’s a sector near and dear to my heart, something that

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    • Fun with Dynamics CRM 2011 Performance Issues

      Gayan Perera, 31 May 2012

      As we near completion of a global CRM 4 to CRM 2011 upgrade rollout we hit a performance problem with CRM 2011. Fun began when we couldn’t reproduce these performance issues in our development or test environments which ran on 2GHz 4GB RAM 160GB SSD machines. Now that we have pinpointed the ca

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    • From Babies to Defence to Child Safety Microsoft Dynamics CRM has it covered

      Robert Cooper, 30 May 2012

      I have been aware of the power of Dynamics CRM for some time and was aware of some impressive uses in New Zealand, for example.    *1 *2 • NZ Trade and Enterprise:  CRM to manage clients and programmes to support NZ businesses in international markets. • Auckland

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    • Dynamics CRM 2011 – The Avenger Project Types

      Jaime Smith, 29 May 2012

      I mentioned in my previous blogs that I have been reading my way through “Microsoft Dynamics Sure Step 2010: The smart guide to the successful delivery of Microsoft Dynamics Business Solutions” and I have reached the chapter about implementation.  Chapter 5 covers a lot of ground an

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    • Knowledge is what gets you over the line

      Robert Cooper, 28 May 2012

      In today’s swamped world of business to business sales calls prospects don’t have a lot of time or patience for lengthy sales calls. When you are fortunate enough to interact directly with a hot lead, you need to provide immediate, relevant, valuable information in order to keep the pote

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    • Dynamics CRM 2011: Staying Dynamic

      Jaime Smith, 27 May 2012

      It has been a while since my last post and I have been spending a lot of time reading the SureStep 2010 book.  It has been challenging me in the area of communication – it is easy to think that you are good at something or that you do well enough – but is getting by enough? If you p

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    • Adding Filter Parameters into SQL Query of SSRS

      Zhen Yuwang, 26 May 2012

      In general speaking, the user will not need all data in a report every time. And we want to only fetch the part of data needed. So in this blog, I will discuss how to narrow your reports by specify several values on fields. Assume that we have 3 cases record in original report, which belongs to 3 di

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    • Introduction to Magnetism – My First Week

      Colin Maitland, 25 May 2012

      Last week (7th to 11th May) was my first week at Magnetism in my new role as Magnetism’s Solutions Architect. I  have brought to the Magnetism team my thirteen years, (three years in Microsoft Dynamics CRM), of CRM experience as a former Business Solutions Consultant involved in CRM and r

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