• Windows Metro - What is it?

      Marc Whitlow, 18 February 2012

      What is Windows Metro? Metro is an internal code name for a typography based design language created by Microsoft. This originated for use on the Windows Phone 7 but has quickly moved to other windows platforms and applications. In the metro styled design, text is used as the primary means of naviga

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    • Core Values: Building An Effective Sales Team

      Mark Bradman, 17 February 2012

      So you want to ramp up your Sales in 2012 and you’ve agreed that developing a Sales Methodology that fits best with your products and services is the birthday present your team has been waiting for. You’ve researched your top performers as to what processes have served them best till no

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    • Dynamics CRM 2011 – Closing all Related Activities for a Record

      Roshan Mehta, 16 February 2012

      The Case Management functionality in Dynamics CRM 2011 requires the need to close all related Activities for a Case before it can be resolved. To make this process easier, we decided to add a custom button to each Activity form ribbon so that when clicked, all other related open Activities would aut

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    • Making Opportunity Close Data Available in a CRM 2011 View

      Roshan Mehta, 15 February 2012

      In my previous post, we saw one issue when closing Opportunities in Dynamics CRM 2011. To recap, sales representatives can enter information about the closure of a deal to see how a particular Opportunity was won or lost. The Opportunity Close activity in CRM 2011 does not provide the ability to mak

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    • Scheduling Work Hours and Business Closure Dynamics CRM 2011

      Paul Nieuwelaar, 14 February 2012

      In some of my previous posts I’ve looked at the benefits of Service Scheduling in Dynamics CRM 2011, including how to set up your service selection rules, and scheduling Service Activities. In this post I will be showing you how to configure your Working Hours for each User and Resource in your busi

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    • Passing information into Silverlight/Webpage in Dynamics CRM 2011

      Vincent Zhong, 13 February 2012

      Silverlight is a powerful development tool for creating engaging, interactive user experiences for Web and mobile applications. In Dynamics CRM 2011, you can create a Silverlight Web Resource, and then put it in a HTML web Resource. If you are going to open the Silverlight page from left navigation,

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    • HTML5 Drag and Drop

      Marc Whitlow, 12 February 2012

      With the introduction of HTML5 drag and drop has never been this easy. HTML5 includes a Drag and Drop API which brings about native support for most browsers making coding a breeze.   When creating a drag and drop application in your website you need the following:  - An item which is g

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    • Add, Edit, Disable Users in Dynamics CRM 2011

      Megha Kainth, 11 February 2012

      Dynamics CRM 2011 gives us the ability to add a new user, edit user information and deactivate user records.  Here, I will explain how to add, edit and disable users in Dynamics CRM 2011. To add users, Click on Settings > Administration > Users.   Click on New and Select appropriate

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    • Adding Dynamic Fields from Lead/Contact E-Mail Templates to Global Templates

      Vlad Arabajiev, 10 February 2012

      In this blog post I will show you how to create a Global Email Template in Dynamics CRM 2011 and include dynamic values contained in other template types such as Lead and Contact. The Global Email Template only allows you to insert fields from the User form. This limited functionality can be elimina

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    • Viewing Historical Sales Deals in Dynamics CRM 2011

      Roshan Mehta, 09 February 2012

      The aim for sales representatives using Dynamics CRM 2011 is to close out Opportunities as either “won” or “lost”. Closing an Opportunity allows the sales rep to capture additional information about the closure of an Opportunity. For example, they might want to enter a short description as to why an

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    • Learning Resources for Dynamic CRM 2011 – Part 2

      Vincent Zhong, 08 February 2012

      Last month I wrote a blog post about the Learning Resources for Dynamic CRM 2011. Now I would like to extend this topic and focus on the one of the resources, which more for Developers, which is the SDK for Dynamics CRM 2011.   You can download the SDK here:   After you have downloaded an

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    • Microsoft Dynamics CRM R8 Industry Templates

      Mark Smith, 07 February 2012

      Microsoft in adding more Industry Templates that work in both On-Premise and CRM online. These Industry Templates usually include: data model, pre-configured dashboards, workflow processes and sample data to get you started. Microsoft publishes these templates via Microsoft Dynamics Labs in the

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    • Microsoft Dynamics CRM R8 Browser Flexibility

      Mark Smith, 07 February 2012

      When it comes to Cross Browser compatibility of Dynamics CRM Microsoft has come to the party with support across multiple platforms and browser versions.  I know that may of my customers will be pleased to see this. There will now be support not only PC but also Apple Macintosh and iPad. Th

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    • Microsoft Dynamics CRM R8 - CRM Anywhere

      Mark Smith, 07 February 2012

      It’s with great excitement today that Microsoft have announced the next Service Update of Dynamics CRM R8 - CRM Anywhere. Microsoft continues to Focus on its vision in this latest release to: Drives maximum user productivity Delivers business insight and collaboration irrespective of a person’s

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    • Microsoft Dynamics CRM R8 Mobility

      Mark Smith, 07 February 2012

      With this release we see that Microsoft has focused on the Mobile workforce with the introduction of dedicated applications for Apple iPhones & iPads as well as Blackberry, Android and of course our favorite Windows Phone 7.  The new mobile applications work with both CRM online and On-Pre

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