• Magnetism End of Year Statistics 2012

      Gayan Perera, 20 December 2012

      We wanted to take the time to reflect on the year that has been….we have had some exciting challenges  that have seen our team stretch, grow and reach some great new heights. We have some changes in our team too! We welcomed Greg Olsen and Colin Maitland to our Solutions team; partnered

      Read the full article here

    • Display all Related Activities in One View Dynamics CRM 2011

      Paul Nieuwelaar, 19 December 2012

      In Dynamics CRM 2011, when we want to view related activities for a particular record, such as an Account, we can go through the left-nav Activities or Closed Activities related entities, or use the Activities sub-grid on the form under the Notes & Activities tab.   Unfortunately with the s

      Read the full article here

    • Default Activities ‘Filter on’ to ‘All’ Dynamics CRM 2011

      Paul Nieuwelaar, 18 December 2012

      For Dynamics CRM 2011 Rollup 12 users, check out this blog post instead. In Dynamics CRM 2011, for entities that have Activities such as Account, Contact, and Lead, there is a left-nav related link for Activities and Closed Activities. For Account and Contact, the ‘Activities’ view only

      Read the full article here

    • Goals Management in Dynamics CRM 2011 – Goal Metrics 1

      Colin Maitland, 17 December 2012

      In my previous blogs I have written about Goal Charts in Microsoft Dynamics CRM 2011. In my next few blogs I will be writing about Goal Metrics. I will use an example of counting the number Phone Calls successfully completed and the number of follow-up Appointments scheduled by Telemarketers. In Mic

      Read the full article here

    • Dynamics CRM 2011 UI Navigation Record Counter

      Gayan Perera, 16 December 2012

      We are finally back up and running after a run-in with Windows Azure subscription cancellations. If you notice issues with the website please let us know. As an early Xmas gift I’m releasing the Navigation UI Record Counter add-on for free on CodePlex.   This is a fully supported solution

      Read the full article here

    • Programmatically Retrieve Documents from SharePoint

      Roshan Mehta, 16 December 2012

      We recently built a mechanism inside a custom web portal where a client’s customers could log in, select an item from a grid and then click a button to download a matching document stored within SharePoint Online. There are many approaches you could use to build this functionality, but I sugge

      Read the full article here

    • Quickly Create Reports for CRM 2011 with BIDS

      Roshan Mehta, 12 December 2012

      Business Intelligence Development Studio (BIDS) is a tool used by report designers to create custom reports for Dynamics CRM 2011. Reports can also be created from within the CRM application via the Report Wizard, but in this post we will take a look at the built in report wizard inside BIDS. Note t

      Read the full article here

    • Where sales and marketing (finally) collide (and a free eBook!)

      Richard Penny, 11 December 2012

      A little while back, one of the team at Magnetism showed me a demo of Click Dimensions. Now as a long-time marketer (and exponent of CRM), one of the things that has often frustrated me about CRM tools was that, for all their potential, the information within never seemed to offer the level of real-

      Read the full article here

    • How To Toggle Tab Visibility Based On Another Tab

      Jared Johnson, 01 December 2012

      When customizing a form in Microsoft Dynamics CRM 2011 I had a requirement to have a tab appear to actually be a part of the tab above it. This is easy to achieve visually by hiding the label but this façade quickly disintegrates once you close the first tab. To have the second tab open and c

      Read the full article here

    • CRM Report Wizard – The Foundation for Custom Reports

      Roshan Mehta, 29 November 2012

      The CRM 2011 Report Wizard is a nice way for general users to build personal reports which they can then share with other users. Users are restricted to the default report layout which consists of a light-blue colour scheme and simple formatting which cannot be changed from the CRM interface. In thi

      Read the full article here

    • Should your business have a blog?

      Richard Penny, 28 November 2012

        I get asked a lot, particularly by small and medium business owners, whether they need a blog.   For many busy Kiwi businesspeople, a blog seems a self-indulgent drain on resources and I can certainly understand that point of view, however I firmly believe that to not have one is to

      Read the full article here

    • CRM 2011: Querying Activities Using FilteredActivityPointer

      Nathan Eccles, 28 November 2012

      When looking to retrieve activity information into a report using SQL, using the FilteredActivityPointer view is often adequate as it returns the generic information which relates to all activities. Unfortunately, we have not been given access to add fields to this universal view and as such, if we

      Read the full article here

    • Multi-Series Charts on a Single Axis – Dynamics CRM 2011

      Paul Nieuwelaar, 27 November 2012

      In Dynamics CRM 2011 Rollup 5, Microsoft introduced multi-series charts. Basically this means you can now graph 2 or more fields side by side so you can compare these values visually. One example of this would be Opportunities Est. Revenue vs. Actual Revenue, grouped by Owner. Using this example, we

      Read the full article here

    • Microsoft CRM – Support Timeframes

      Greg Olsen, 26 November 2012

      When you have an implementation of Microsoft Dynamics CRM you need to be aware of the Microsoft support timeframes for each version of the product, from v1.0 to 2011. This is to ensure you can always pick up the phone or log a case with Microsoft for support with your deployed system. Personally, I

      Read the full article here

    • Workflow Wait Conditions: Best Practices - Dynamics CRM 2011

      Paul Nieuwelaar, 25 November 2012

      In this blog post I will be discussing a few ‘best practices’ when using Dynamics CRM 2011 Workflow Processes, and in particular when using the ‘Wait Condition’. I will assume that you’re familiar with the basics of how to use workflow wait conditions, and so I will be

      Read the full article here

Filter by Category

Filter by Author