• Set Date Time Field to Now in Plugin Dynamics CRM 2011

      Paul Nieuwelaar, 14 March 2012

      In Dynamics CRM 2011 when you are creating or updating records through a plugin, you will sometimes be required to set a date field to the current date and time of the plugins execution. There are two ways of doing this with a plugin. One method is using DateTime.Now, which will give you the local

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    • CRM Software: Building An Effective Sales Team

      Mark Bradman, 13 March 2012

      Please don’t tell me that you haven’t automated and computerised your sales process. Forty years after Neil Armstrong walked on the moon; with the Information Age ushering computers out of the haloed floors of big banks and insurance companies into every home and school; with the Intern

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    • CRM Software: Building An Effective Sales Team

      Mark Bradman, 13 March 2012

      Please don’t tell me that you haven’t automated and computerised your sales process. Forty years after Neil Armstrong walked on the moon; with the Information Age ushering computers out of the haloed floors of big banks and insurance companies into every home and school; with the Intern

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    • Writing a Naming Plugin for Dynamics CRM 2011 Part 1

      Vincent Zhong, 12 March 2012

      Plugin is a very useful way to extend the out-of-box functionalities of Microsoft Dynamics CRM 2011. It allows you to add custom business logic to Microsoft Dynamics CRM through the development and registration of plug-ins. Last week I have spent nearly the whole week in writing Naming Plugins. So

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    • Sitefinity Migration from 3.7 to 4.4 My Experience

      Jared Johnson, 11 March 2012

      The migration tool is quite effective at converting all the pages and templates and then migrating all the content modules such as events and blogs. It however could not deal with an image library that contained over 2000 images, until it was broken up into smaller pieces. On the pages themselves t

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    • Sales Literature in Microsoft Dynamics CRM 2011

      Megha Kainth, 10 March 2012

      Last week I had to create Sales Literature in CRM for Magnetism Training Enquiries. I really like the functionality of Sales Literature in Dynamics CRM as we can create product documentation, that we often send to our clients. In this blog post I will explain how to create Sales Literature in Micros

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    • The NZ Marine Industry, World leaders in Technology. But where is the CRM?

      John Fredrickson, 09 March 2012

      It could be debated that if you do not have a CRM system in today’s competitive market, you are just not in the game. I am of that belief as follows. About 12 years ago I started a new career as a sales rep. After training I was let loose on the company’s customers. I asked the sales man

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    • The NZ Marine Industry, World leaders in Technology. But where is the CRM?

      John Fredrickson, 09 March 2012

      It could be debated that if you do not have a CRM system in today’s competitive market, you are just not in the game. I am of that belief as follows. About 12 years ago I started a new career as a sales rep. After training I was let loose on the company’s customers. I asked the sales man

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    • CRM or ERP or Both?

      Stuart Haynes, 08 March 2012

      CRM or ERP or Both? What are the guide lines for this decision? A conversation came up in the office last week as to when a business would implement a CRM system or an ERP system or in fact both. Interestingly not one of us had a definitive answer. We all new that ERP systems are enterprise focused

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    • CRM or ERP or Both?

      Stuart Haynes, 08 March 2012

      CRM or ERP or Both? What are the guide lines for this decision? A conversation came up in the office last week as to when a business would implement a CRM system or an ERP system or in fact both. Interestingly not one of us had a definitive answer. We all new that ERP systems are enterprise focused

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    • My take on the Dynamics CRM MVP Summit 2012

      Mark Smith, 07 March 2012

      Returning home from the MVP Summit in Belview I decided to document my findings and share the value that an MVP receives from attending.  Each of the interactive sessions for CRM MVPs were in the Advanta Campus where the Microsoft Dynamics CRM team is located.  Session after session was wi

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    • Large CRM 4 to CRM 2011 Upgrade – Too many workflows…

      Gayan Perera, 07 March 2012

      We’re currently in the process of upgrading a large Dynamics CRM 4 to CRM 2011. CRM 4 was implemented by another vendor and has over 80 workflows! Some of which are very complex with custom workflow activities. We wanted to quickly get a list of all the workflows that had custom activities without

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    • Sales Streamlining - Dynamics CRM 2011 “where have you been all my life”?

      Robert Cooper, 06 March 2012

      “Where have you been all my life?” was the principal thought that ran through my head after my first hands on experience of MS dynamics CRM 2011.  With 11 years sales experience under my belt most of which spent at two of the UK’s leading media companies, positioned top in th

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    • Sales Streamlining - Dynamics CRM 2011 “where have you been all my life”?

      Robert Cooper, 06 March 2012

      “Where have you been all my life?” was the principal thought that ran through my head after my first hands on experience of MS dynamics CRM 2011.  With 11 years sales experience under my belt most of which spent at two of the UK’s leading media companies, positioned top in th

      Read the full article here

    • Controlling Tabs using JScript in Dynamics CRM 2011

      Roshan Mehta, 05 March 2012

      The CRM 2011 SDK provides a fully documented library for JScript functions to control form layout. Today we will see how to expand/collapse tabs on an entity form using JScript. Tabs have changed since previous versions of Dynamics CRM and are displayed down the page rather than across the top. User

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