Blog Posts for Microsoft Dynamics 365 and Dynamics CRM | Magnetism Solutions | NZ (Auckland, Wellington, Christchurch and Dunedin)

Goals Management in Dynamics CRM 2011 – Creating a Goal

Colin Maitland, 08 February 2013

In my previous blog I described how to create a Telemarketing Appointments and a Sales Appointments Goal Metric. In this blog I will describe how to create a Goal that uses the Sales Appointments Goal Metric. The following screenshots show the location of Goals on the Site Map in Microsoft CRM 2011.
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Dynamics CRM 2011 UR12 – Toggle Bing Maps Integration

Roshan Mehta, 07 February 2013

Previously I took you through the new Bing Maps integration as part of Microsoft Dynamics CRM 2011 update rollup 12. This feature gives users a quick view into the location of their customers from process-driven forms with single-click access to the Bing Maps website for a better user experienc
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What is Content Marketing and why should your business be doing it?

Richard Penny, 06 February 2013

Content Marketing has been the talk of "Marketing Town" for some time now, however for many businesses it is still quite unclear exactly what it is, and why they should be doing it. In this post I have attempted to cover some of the fundamentals of Content Marketing and to explain why, when combined
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Detect Browser Dynamics CRM 2011 Rollup 12 the Microsoft way

Paul Nieuwelaar, 05 February 2013

With the introduction of cross-browser support for Dynamics CRM 2011 in rollup 12, developers are now faced with having to make their custom JavaScript compatible with all browsers that users might be using. There are several different ways to detect a user’s browser with JavaScript, but I wan
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Filter N:N Add Existing Lookup Dynamics CRM 2011 Rollup 12

Paul Nieuwelaar, 04 February 2013

Daniel Cai blogged about how to filter the Add Existing lookup for N:N relationships, however with the introduction of rollup 12, the method for filtering the add existing lookup has changed slightly. I’ve used the code from Daniels blog post, and made the necessary modifications to make it wo
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CRM 2011 Rollup 12 (Polaris) Process Driven Forms Editable?

Paul Nieuwelaar, 03 February 2013

With the anticipated release of Dynamics CRM 2011 Rollup 12 (Polaris) and the new Process Driven Forms for Leads, Contacts, Accounts etc, one of the biggest questions was “are they going to be editable?”. The new ‘Windows 8-style UI’ looks awesome, but how flexible is it to x
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How to Save Process Form Dynamics CRM 2011 Rollup 12 Polaris

Paul Nieuwelaar, 01 February 2013

One of the first things you notice when looking at the new process forms for Dynamics CRM 2011 rollup 12/Polaris is that there is no more ribbon like we have with the classic forms. Because there is no ribbon, it means we lose the ‘save’, ‘save and new’, and ‘save and c
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Automatically Activate Processes in CRM 2011 Rollup 12

Roshan Mehta, 31 January 2013

Any CRM developer or customizer will know that when you deploy a managed solution, you need to make sure you tick the box that says Activate any processes and enable any SDK message processing steps included in the solution. Without this step, you run the risk of having unpublished workflows and ina
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Dynamics CRM 2011 Rollup 12 (Polaris) Disable Process Forms

Paul Nieuwelaar, 30 January 2013

With Dynamics CRM 2011 Rollup 12/Polaris, we now have a completely new Form UI for Contacts, Opportunities, Leads, Accounts, and Cases. For new customers who have not experienced Dynamics CRM ‘classic’ mode, this will be fine as they don’t have to unlearn everything about the class
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Dynamics CRM 2011 Rollup 12 Switch to Process Form Button

Paul Nieuwelaar, 29 January 2013

With Dynamics CRM 2011 rollup 12 (Polaris), and the new Process Forms, we are given an option to ‘Switch to Classic’ which allows us to switch from our Process Form to the Classic Form equivalent. One of the problems with this is that once you’re on the ‘classic’ form,
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Microsoft Dynamics CRM 2011 - Include HTC Support in CRM forms

Greg Olsen, 28 January 2013

So the first thing you are probably asking is what is HTC support mean? HTML Components, known as HTCs, are a nonstandard mechanism to implement components in script as Dynamic HTML (DHTML) "behaviours" in the Microsoft Internet Explorer (IE) web browser. These files typically use an .ht
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Dynamics CRM 2011 Rollup 12 and Bing Maps

Roshan Mehta, 27 January 2013

Another nice feature in update rollup 12 for Microsoft Dynamics CRM 2011 is out-of-the-box Bing Maps integration. Previously, custom solutions were required in order to display a map on an entity form in CRM, but Microsoft have made this available as part of the new process-driven user interface. Fo
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CRM 2011: ActivityPointer and Custom Fields

Nathan Eccles, 25 January 2013

CRM 2011 has given us this wonderful means of accessing all Activity entities through a single pointer, called the ActivityPointer. Unfortunately this pointer contains only out-of-the-box fields which are generic enough across the various Activities to warrant being included. This means that if you
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Filter Sub-Grid Dynamics CRM 2011 Rollup 12 (Polaris)

Paul Nieuwelaar, 24 January 2013

If you have used JavaScript to filter results in a sub-grid using pre-rollup 12 version of Dynamics CRM 2011, then you’re going to face problems with the move to Rollup 12 and Cross Browser. The first, and most obvious problem is the ‘setParameter’ function used to set the new fetc
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Dynamics CRM 2011 Rollup 12 (Polaris) No Sub-Grid Limit!

Paul Nieuwelaar, 23 January 2013

In previous versions of Dynamics CRM 2011, there was a limit for how many sub-grids would load on a single form by default. This limit was 4, meaning the 5th sub-grid, and any subsequent sub-grids on your form would not be loaded automatically. Users would have to click the ‘load records&rsquo
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