• Coloured Priority Options on Activities Dynamics CRM 2011

      Paul Nieuwelaar, 04 March 2012

      In Dynamics CRM 2011 by default every Activity entity, including Tasks, Appointments, Phone Calls, and Emails have a ‘Priority’ Option Set which contains 3 options; Low, Normal, and High. This is just using a standard CRM Option Set, where the default option is ‘Normal’. This looks a little bit pla

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    • Round Robin Lead Assignment in Microsoft Dynamics CRM 2011

      Marc Whitlow, 03 March 2012

      I was issued the task of configuring / setting up a system which would allow for round robin assignment of leads. Currently contact from the website is sent to Dynamics CRM as a lead. When these leads are received they are assigned to the Sales Manager and it’s his job to assign these to the s

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    • Use Entity Mapping to implement the Clone function in Dynamics CRM 2011

      Vincent Zhong, 02 March 2012

      In my previous blog post about creating a “Clone” button, I showed you how to use JavaScript to open a new entity form, and then use “extraqs” to pass the values of the fields on the current form to the new form. However I did mentioned that if the fields you are going to cop

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    • MS Communities – Managing a User Group Part 2

      Jared Johnson, 01 March 2012

      In part one of this blog I described the use of the first two tabs of the User Group management interface – General and Members, now I will introduce the remaining two tabs – Roles and Forums. The roles tab is where you can manage who is on the list of group admins. Group admins as

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    • Scaling Silverlight Web Resources for CRM 2011

      Roshan Mehta, 29 February 2012

      When building custom Silverlight screens for Dynamics CRM 2011, it is important that the screens scale to the available space to improve the user experience. Screens with a single control normally scale to the available space automatically, for example calendar or map controls. If you are building a

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    • Disable Subgrids with Javascript in Dynamics CRM 2011

      Paul Nieuwelaar, 28 February 2012

      While customizing a form in Dynamics CRM 2011, you can set whether a field should be Read-Only or not, this is done through each of the field properties. This does not require any Javascript, and is useful when storing data that is automatically generated via a plugin or javascript, and which you do

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    • Learning Resources for Dynamic CRM 2011 – Part 3

      Vincent Zhong, 27 February 2012

      In my previous blog post, I showed you how to download Microsoft Dynamics CRM 2011 SDK and start using the sample code to retrieve the ribbon definition for the site you chose. Now I will show you some other great learning resources in SDK that I found very useful.   The next thing I will show

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    • Dynamics CRM 2011 –Sprints: turning around quick and fast!

      Jaime Smith, 26 February 2012

      This week my blog was inspired by this cartoon – I found it a clever depiction of the internal thoughts of so many people that work in a high pressure environment, trying to balance resource utilisation, customer requirements and office politics. We are into week two of our project with overl

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    • KPIs / Metrics: Building An Effective Sales Team

      Mark Bradman, 25 February 2012

      As you continue on your mission to ramp up your sales through the development and implementation of a Sales System or Methodology, the next component to consider is your KPIs and Metrics. Hopefully you’ve already set your Sales Targets. But don’t tick this component off as having been co

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    • MS Communities – Managing a User Group Part 1

      Jared Johnson, 24 February 2012

      Each MS Communities user group has its own management page. On this page a group admin can do things such as change the group name and image, manage group members and forums. To access the management page you must be logged and be a group admin. When logged in a “Manage Group” link will

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    • Create, Rename and Delete Business Units in Dynamics CRM 2011

      Megha Kainth, 23 February 2012

      Microsoft Dynamics CRM gives us the ability to create, rename and delete business units.  I will outline how to do this below: To create a new business unit in CRM: Click on Settings > Administration > New. Select an appropriate name for your newly created business unit, look up for its

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    • Renaming System Entities in CRM 2011

      Roshan Mehta, 22 February 2012

      When looking for a system to implement within your business, it is important to consider the impact on how your business will run if you are forced to use the terminology that exists in the software. For example, you might be used to referring to people as “Individuals”, but the software

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    • Service Scheduling Customer Preferences Dynamics CRM 2011

      Paul Nieuwelaar, 21 February 2012

      In one of my previous Service Scheduling posts on Scheduling Service Activities, I mentioned briefly about using Customer Preferences when scheduling a service activity using the scheduling engine. In this post I will be going into more detail around setting up the Service Preferences on a Customer,

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    • Dashboard and Chart in Dynamics CRM 2011 – Part 1

      Vincent Zhong, 20 February 2012

      Recently I was given a task to assist a client with Dashboard and Chart issues, and provided a quick demo. I have learnt that the best way to learn is to teach! After my preparation and demo, I have great insight on how flexible and powerful Charts and Dashboards are, and how they can help a busines

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    • Dynamics CRM 2011 –Sprints

      Jaime Smith, 19 February 2012

      I am currently over seeing a project that has been broken down into a number of stages of development – the current stage has required us to adopt an agile methodology and we have created a number of defined sprints.  It is always a delicate process when trying to review the requirements

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