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Setting up a free 30-day trial of the Polaris Release of Microsoft Dynamics CRM 2011 – Part 3
Colin Maitland, 26 February 2013
In my first blog in in this series I described how you can setup a free 30-day trial of Microsoft Dynamics CRM 2011 Online. I described how to configure some Personal Options and System Settings in Microsoft Dynamics CRM 2011 so that you get the best experience from your trial.
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What is the difference between a Business Analyst and a Functional Consultant?
Jaime Smith, 25 February 2013
I was recently asked “What is the difference between a Business Analyst (BA) and a Functional Consultant?” and I had to think about how to answer…..because I was sure they were different but I wasn’t quite sure how to explain it. According to the IIBA1, a BA is any person wh
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CRM 2011 – Case Management Phone Support
Roshan Mehta, 24 February 2013
As we’ve seen with the recent release of Microsoft Dynamics CRM 2011 Rollup 12, the process-driven user interface and new integrations make everyday use quick and easy. One of the added features of the Case Management module is the ability to quickly log details of a phone call when troublesho
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Setting up a free 30-day trial of the Polaris Release of Microsoft Dynamics CRM 2011 – Part 2
Colin Maitland, 22 February 2013
In my previous blog I provided instructions on how to setup a 30-day free trial of Microsoft Dynamics CRM 2011. In this blog I will provide instructions on how to configure some of your Personal Options and System Settings for Microsoft Dynamics CRM 2011 so that you get the best experience from
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Dynamics CRM 2011 Online – Custom Workflow Activities!
Roshan Mehta, 21 February 2013
The ability to create custom workflow activities and register them with CRM 2011 online has been a feature not previously supported in CRM due to security limitations. The release of Microsoft Dynamics CRM 2011 UR12 (Polaris) provides the ability for developers to write custom workflow activiti
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How to Add Autocomplete Functionality to CRM 2011 Fields
Gayan Perera, 20 February 2013
This is an unsupported customization. To implement the autocomplete functionality you’ll need the following: 1. jQuery (latest version) 2. jQuery Autocomplete 3. A custom javascript web resource – See code below 4. A custom css web resource – This will a
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What is Polaris and Rollup 12 in Dynamics CRM 2011
Paul Nieuwelaar, 19 February 2013
First of all, Rollup 12 and Polaris are not the same thing. Polaris is the codename for the December 2012 Q4 release of Dynamics CRM 2011 Online. Rollup 12 is available for On-Premise customers, which includes some but not all of the features included in Polaris. As with other Dynamics CRM rollups,
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Setting up a free 30-day trial of the Polaris Release of Microsoft Dynamics CRM 2011 – Part 1
Colin Maitland, 18 February 2013
The Polaris release of Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online was recently released. The Polaris release web application supports multiple web browsers and operating systems. A new process-flow user experience for guiding users through Sales and Customer Service related
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Dynamics CRM 2011 Metadata Browser
Roshan Mehta, 17 February 2013
The latest version of the Microsoft Dynamics CRM 2011 SDK (v 5.0.13) ships with a revamped metadata browser which allows you to get a quick glance into the customizations and configurations implemented in your CRM system. It is available as a managed solution which you can easily import into an
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Goals Management – Creating a Goal using a Rollup Query
Colin Maitland, 15 February 2013
In my previous blog I described how to create a Goal to measure the progress of Sales Representatives in completing Appointments organised on their behalf by Telemarketing Representatives. In this blog I will describe how to create a Goal to measure the progress of a Telemarketing Representativ
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Quickly Create Phone Call Activities in Dynamics CRM 2011 Polaris
Roshan Mehta, 14 February 2013
I have previously blogged about the great new Skype Integration as part of Dynamics CRM 2011 and realized that I was missing a very important feature of the integration. In older versions of CRM, I have heard from clients first-hand about the annoyance of multiple clicks and pop-ups when creati
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CRM 2011 - A Sandbox Host is Not Available
Gayan Perera, 13 February 2013
Production environments have hardened security. If you’ve recently installed CRM on one of these environments you might come across this error: A Sandbox Host is not available Source: w3wp.exe (3940) Sandbox Host: XYZ Reason: System.ServiceModel.EndpointNotFoundException: Could no
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CRM 2011 Rollup 12 (Polaris) Process Form Sub-Grid Limit
Paul Nieuwelaar, 12 February 2013
In a recent blog post of mine, I explained how the sub-grid limit for Rollup 12 has now been removed, and that all sub-grids on the form will load by default without the message ‘To load Account records, click here’ message appearing. Unfortunately, while this limit has been removed for
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National NFP Sector Conference 2013
Megha Kainth, 11 February 2013
Magnetism is excited to be attending and exhibiting at the upcoming National NFP Sector Conference 2013 in Wellington on 19/20th of February and we would love to see you there! This conference is the premier event for the sector and this year will focus on providing practical management
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Introduction of New Software is Not Easy
John Eccles, 10 February 2013
Introduction of a new software system such as Dynamics CRM involves change and that change must be initiated, agreed, planned and managed. But making change happen is not easy. Human nature is stacked against you! I recently read a quote from Bill Bryson which says it all. In A S
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