• Dynamics CRM 2011 Many-to-One Relationship Behaviour

      Paul Nieuwelaar, 28 March 2012

      Sometimes when you are creating relationships (lookups) In Dynamics CRM 2011, the relationship behaviour is either overlooked, or just missed out. The Relationship behaviour of a Many to One relationship determines what happens to child records when an action is performed on the parent record. For E

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    • Dynamics CRM 2011 R8 - Industry Solution Templates

      Marc Whitlow, 27 March 2012

                         In the Q2 release we see new Industry templates which show the power of Microsoft Dynamics CRM 2011 across a wide range of industry needs. These new industry solution templates include a new

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    • How do I do that in Dynamics CRM 2011? - YouTube it!!!

      Robert Cooper, 26 March 2012

      * I’ve been working with Dynamics CRM for a month or so now and have been amazed and the speed and simplicity of using such a sophisticated piece of software. I am trying to make the most of Dynamics CRM 2011 as sales toll to help me keep on top of my work load and to help streamline my

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    • Check Dependencies when deleting Fields in Dynamics CRM 2011

      Zhen Yuwang, 25 March 2012

      Sometimes after you create a field and set up everything, you may found there is a tiny mistake such as spelling in its name. Or you could have a request to remove an out-of-date field from current form. In both situations, you need to delete a field in Dynamics CRM 2011. Then the problem is not as

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    • Event Execution Pipeline in Dynamics CRM 2011

      Vincent Zhong, 24 March 2012

      A Plugin is a very powerful tool to extend the out-of-the-box functionality of Dynamics CRM 2011. You can integrate your custom business logic with Microsoft Dynamics CRM to modify or augment the standard behaviour of the platform. You can visit here to know more about Plugin Development. * In my pr

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    • Microsoft Dynamics CRM Starter Pack – What a GREAT deal!

      Megha Kainth, 23 March 2012

      At Magnetism, we have introduced Microsoft Dynamics CRM Starter Pack. A Starter Pack is a fixed-price bundle of CRM enhancements, business analysis, system customisation, training and support. There are different packages and you may find one that will provide all you need to get started.   CRM

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    • Integrating Accredo with Dynamics CRM 2011

      Roshan Mehta, 22 March 2012

      We have had the opportunity to build an integration tool between Accredo and Microsoft Dynamics CRM 2011 to synchronize customer, product, and order information. Data is automatically pumped from a website into Accredo and our integration tool queries the Accredo database every ten minutes to synchr

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    • Staff Recruitment Methodology: Building An Effective Sales Team

      Mark Bradman, 21 March 2012

      The most common methodology used is outsourcing. This is becoming so common that it’s easy to forget that there are basic steps to this process irrespective of who performs it. A well-thought out recruitment plan could be the difference between finding yourself in a never-ending loop of interv

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    • Staff Recruitment Methodology: Building An Effective Sales Team

      Mark Bradman, 21 March 2012

      The most common methodology used is outsourcing. This is becoming so common that it’s easy to forget that there are basic steps to this process irrespective of who performs it. A well-thought out recruitment plan could be the difference between finding yourself in a never-ending loop of interv

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    • Bulk Update Records with Export/Import Dynamics CRM 2011

      Paul Nieuwelaar, 20 March 2012

      In this blog post I will be looking at easy it is to update massive amounts of records in Dynamics CRM 2011. The idea is, we have hundreds of records in our system, and now we want to update them with new data. We may have added a new field that we need populated, or we could be transferring data fr

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    • CRM 2011 R8: CRM Mobile

      Marc Whitlow, 19 March 2012

      Do you have a Mobile phone? Do you have a Microsoft Dynamics CRM 2011 interfacing Deployment? Do you want to have access to Dynamics CRM 2011 from anywhere? * In R8 we see the launch of a new product named Microsoft Dynamics CRM Mobile. This will be a cloud based application but will also be availab

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    • Microsoft Dynamics CRM for Not for Profit Organisations

      Stuart Haynes, 18 March 2012

      What are the benefits it can bring you? As an Account Executive at Magnetism I was asked to select a Vertical Market place that I was interested in and would like to become a respected advisor in. I chose the Not for Profit/Healthcare sector. I thought I would write and explain the benefits of Micr

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    • Position your business ahead of the competition

      John Fredrickson, 17 March 2012

      In continuation from my last blog I now will demonstrate how a VRM (CRM) will be a solution and improve efficiency levels for this Marine Company (ABC) and go through each question and discuss each solution. ABC wanted to know their customers better than they knew themselves. This is relatively basi

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    • The NZ Marine Industry, World leaders in Technology

      John Fredrickson, 16 March 2012

      Now that my local Marine service provider have made the commitment to implement a new VRM (Vessel Relationship Management) system I now need to take a deep look at where we need to cast our initial focus. In our meetings the enthusiasm and ideas just kept flying. I found myself having to slow things

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    • Dynamics CRM for Financial Services

      Robert Cooper, 15 March 2012

      This week at the behest of a prospective client I have been researching the possibility of MS Dynamics being customised for the financial service industry. It seem that for some time now the Financial services/ wealth management profession have been in tune with the need for CRM system tha

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