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

Dynamics CRM 2011 – Why Regression test?

Jaime Smith, 28 December 2011

* You will have noticed a testing theme present in my latest blogs, today’s is no different! I am on a mission to ensure that we do not hand over products to our customers that are less than satisfactory – this means we test, re-test and test again! Let’s take a look at regression testing.&nb
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Microsoft Dynamics CRM 2011, Using Mail Merge to create labels

Vlad Arabajiev, 27 December 2011

I will show you how to create Labels for your Contacts from Dynamics CRM 2011. This is done by using Mail Merge. It can be quite useful when you have a large amount of Contacts in your CRM Environment and need to capture their contact details on a Word document. Microsoft Word then further allows yo
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Adding a Clone Record button in Dynamic CRM 2011 – Part 2

Vincent Zhong, 26 December 2011

Import the solution In my previous blog, I showed you how to create a new solution for ribbon customization. I will continue this topic and show you how to import the solution. Open the “customization.xml” file and add the custom ribbon button in. Again for more details about creating custom ribbon
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Mail Merge in Microsoft Dynamics CRM 2011

Megha Kainth, 25 December 2011

This blog post provides an overview of the mail merge functionality and processes & procedures associated with it. More detailed information about all these aspects will be highlighted in subsequent blog posts. As an active member of xRM User Group my core responsibility is to send invit
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Modifying the Navigation Pane in Dynamics CRM 2011

Zhen Yuwang, 24 December 2011

In this post, I will show you how easy it is to modify the navigation pane in Dynamics CRM 2011. Like CRM 4.0, we can simply export an XML definition, make changes, and then import the XML back into the system to make the changes. The requirement for this navigation pane is that no group headings ar
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What's new in HTML5, Benefits and Perks

Marc Whitlow, 23 December 2011

The first noticeable change that we will see in HTML5 is the Doctype and Charset. In previous versions of HTML there were many different Doctype’s. However in HTML5 the Doctype has been totally streamlined making this even easier to implement. The html Doctype is simply <! Doctype html>,
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URL Addressable Forms in Microsoft Dynamics CRM 2011

Roshan Mehta, 22 December 2011

Microsoft Dynamics CRM 2011 uses URL addressable forms to make it easier for system customizers to pop CRM records from different areas of the application. The URL of each entity form includes information such as the entity type code (or entity type name), the ID of the record, and depending on the
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MS Communities – Adding/Editing Group Events

Jared Johnson, 21 December 2011

The events feature of a user group allows you to create events for your users that they can register for. The events from the entire set of user groups are displayed on the main events page here on a calendar. Each user group however has their own events page that displays only their events; i
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Dynamics CRM 2011 – Unit Testing

Jaime Smith, 20 December 2011

There are so many parts to Quality Assurance and testing but the one part the developers have to play in the game is to conduct unit testing on their code. Unit testing involves segregating out parts of the code and checking that it is correct and works as intended. It is preferential t
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Run Fetch XML Report on Selected Record in Dynamics CRM 2011

Paul Nieuwelaar, 19 December 2011

In Dynamics CRM 2011 when you are creating a Fetch XML report, you have the option to make the report available to run on a Selected Record. This means when you are viewing a report for a specific record (such as the Invoice report) the data that makes up the report will only be pulled from the cont
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How can you capture a lead in Dynamics CRM 2011 from your website

Megha Kainth, 18 December 2011

Leads are really important for all organisations and doing rigorous follow up within an appropriate timeframe is important. Dynamics CRM gives you the ability to track your leads in your inbox in Microsoft Outlook which is a very user friendly mechanism and it saves a lot of time as well. In this bl
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Dynamics CRM 2011, Use workflows to notify a user when new lead is created

Vlad Arabajiev, 17 December 2011

Here we will look into how to use Workflows and setting an E-mail template to notify a user when a new lead is created. This process can save you time when you deal with new leads and want to know when a potential customer can be acquired. Let’s get into it. Please note that in order for this workfl
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Adding a Clone Record button in Dynamic CRM 2011 – Part 1

Vincent Zhong, 16 December 2011

Export the solution and create the web resource I have been involved in a project that needed to add a “Clone” button to a custom entity form. What the button does is, when you click the “Clone” button on a record, it will pop up a new browser window, and copy the values of the fields of the current
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Hide “Activities” and “Closed Activities” from Dynamics CRM 2011 Forms

Roshan Mehta, 15 December 2011

A common requirement for some CRM 2011 implementations is the need to hide items in the navigation pane of an entity form. CRM 2011 introduces the ability to add or remove items directly from the form editor but there are some restrictions around the level of control a system customizer has. You can
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Programmatically downloading image files from Dynamics CRM 2011

Gayan Perera, 14 December 2011

We came across an issue with an upgrade from CRM 4 to CRM 2011 where the images were all messed up, transparency was gone and had pixelated images, there were over 100 custom entities and download/uploading these manually was not an option. Here’s a small bit of code to download image web resources
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