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

Office 365 Active Directory Synchronization Error

Gayan Perera, 22 January 2013

Recently, a customer with a federated active directory setup got an error from the MS Online Services Team saying that they did not register a synchronization for at least 24 hours. The synchronization has been working fine until now but then suddenly stopped. We noticed the following errors
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Calling Your Dynamics CRM Customers with Skype

Roshan Mehta, 21 January 2013

Update Rollup 12 for Microsoft Dynamics CRM 2011 includes a new feature which allows you to easily call your Leads, Contacts, and Accounts via Skype. This functionality is available for phone number fields present on both process-driven forms and system or user-defined views. Those of you that are r
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User Interface Changes in Dynamics CRM 2011

Roshan Mehta, 20 January 2013

If you have signed up for a trial version of Microsoft Dynamics CRM 2011 lately, you may have noticed the slick new user interface. The new look is part of update rollup 12 and includes a few cool new features which I will run through in later posts. For now, let’s get familiar with the change
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CRM 2011 Rollup 12 - No More Freezing PC while Publishing

Paul Nieuwelaar, 18 January 2013

One of the most annoying little things with pre-rollup 12 versions of Dynamics CRM 2011 that I’ve noticed was that whenever you performed a task that produced a loading screen similar to the one above (most commonly while publishing) the whole computer freezes until it’s finished
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Script#, jQuery, Cross Browser and Dynamics CRM 2011 SOAP – Part 1

Gayan Perera, 17 January 2013

This is a two part series; we’ll show you how you can write cross browser compatible code using Script# and jQuery. We’ve shown you our Xrm.Page Script# library in our earlier posts, if you haven’t had a change to look at it yet take a look at the CodePlex project (http://sharpxrmp
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Duration Fields in Dynamics CRM 2011

Roshan Mehta, 16 January 2013

Microsoft Dynamics CRM 2011 has been out for a while now so you probably know about custom duration fields. Duration fields were previously found only on system entities and there was no way of adding custom ones to entity forms. In this post, we will take a closer look at duration fields and unders
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Goals Management in Dynamics CRM 2011 – Goal Metrics 3

Colin Maitland, 15 January 2013

In my last blogs I looked at creating a Goal Metric for measuring scheduled, completed and cancelled Phone Calls to be used in tracking the performance of Telesales Representatives in the successful completion of Phone Calls against a target. In this blog I will look at tracking how the actual
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Goals Management in Dynamics CRM 2011 – Goal Metrics 2

Colin Maitland, 14 January 2013

In my previous blogs I wrote about the components of a Goal Metric and describe the pre-defined Goal Metrics in Microsoft Dynamics CRM 2011. This blog covers adding a custom Goal Metric for measuring scheduled, completed and cancelled Phone Calls. In my next blog I will look at adding a Goal Metric
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KPIs, Forecasting and Dashboard ideas for Sales Managers using Microsoft CRM

Richard Penny, 13 January 2013

The team at Click dimensions recently posted this article on how sales managers can use Microsoft CRM to create dashboards and manage a sales pipeline. In this example they are using a SaaS business model but the principles are the same no matter what your model is. KPIs, Forecasting and Dashboard
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Default Activity ‘Filter on’ to ‘All’ Dynamics CRM 2011 UR12

Paul Nieuwelaar, 11 January 2013

In an earlier blog post of mine, I showed how to Default the Activities ‘Filter on’ to ‘All’ in Dynamics CRM 2011. Unfortunately the code provided in that blog post no longer works with Dynamics CRM 2011 on Rollup 12. This is due to the changes Microsoft have had to make to g
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Dynamics CRM ExecuteMultipleResponse – Analysing the Results

Roshan Mehta, 10 January 2013

To conclude my series on the new ExecuteMultipleRequest as part of the December 2012 release for Microsoft Dynamics CRM 2011, we will take some time to take a look at the information made available within the ExecuteMultipleResponse. This includes the IsFaulted and Responses properties. I have run a
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Dynamics CRM Execute Multiple – Performance Tests

Roshan Mehta, 09 January 2013

In my last post, I wrote about the new ExecuteMultipleRequest available in the December 2012 release of Microsoft Dynamics CRM 2011. I can conclude that this new method is fast, but how much faster is it than running single transactions at a time? To answer this question, we will conduct some tests
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ExecuteMultipleRequest in Dynamics CRM 2011

Roshan Mehta, 08 January 2013

I am excited to announce my favourite feature of the December 2012 release of Microsoft Dynamics CRM 2011 – the ExecuteMultipleRequest. This addition to the CRM SDK allows developers to create, update, and delete records in bulk for both on-premise and online deployments. In this blog, I will
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CRM 2011 Polaris – New Xrm.Page Method

Gayan Perera, 07 January 2013

CRM 2011 SDK 5.0.13 has just been released. It includes quite a few goodies. One of them is a new method to get the correct url of the server. Old method “getServerUrl” has been deprecated and has been replaced with “getClientUrl” To use this new method simply call: Xrm.Page.
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Microsoft CRM 2011 – MSCRM_CONFIG Database Stores Your License Key

Greg Olsen, 07 January 2013

With an implementation of Microsoft Dynamics CRM 2011 you may or may not be aware that the license key you used for the installation is stored within the MSCRM_CONFIG database. Since this key is stored within Microsoft SQL Server, we can use T-SQL to extract it out along with some other useful setti
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