• How to make your Microsoft Dynamics CRM work more for you with Add-on Products

      Bina Limbu, 13 December 2011

      One of the best advantages of Dynamics CRM is its flexibility to be extended or to add the functionality you want. For example you might want to connect your CRM with your accounting software which can help you to reduce lot of double entry while increasing consistency. Add-on products built for tha

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    • Using E-mail templates for quick campaigns in Dynamics CRM 2011

      Vlad Arabajiev, 12 December 2011

      In this blog I will show how to create a quick marketing campaign and use an e-mail template for all participants in the campaign. It is important to design your e-mail template in such way that it looks personal. Potential customers need to feel appreciated and should be looked after with care. The

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    • Dynamics CRM 2011 – Testing: What and When?

      Jaime Smith, 11 December 2011

      I am currently in the process of setting up rigorous and robust testing systems and as a result have been doing a lot of investigation and research on the various types of testing to be conducted on a piece of software in order for it to meet the customer’s requirements and therefore achieve critica

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    • What is HTML5! - A complete overview

      Marc Whitlow, 10 December 2011

      With the web progressing so quickly it isn’t surprising that even the basics are getting better and better. With the release of HTML5 the web front is going to change dramatically. HTML5 is the new version of HTML4.0. The focus of HTML 5 however is directed at that of the Web application developers

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    • Changing Form Navigation Group Names Dynamics CRM 2011

      Nathan Eccles, 09 December 2011

      I recently found myself needing to add a left navigation group to a form. Initially I thought this would be no more difficult than adding a tab or section. I was wrong. As you can see, there is no such option to simply add a new group to the left navigation. Thankfully there are a few workarounds we

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    • Hiding System Views for any Entity in Dynamics CRM 2011

      Paul Nieuwelaar, 08 December 2011

      In Dynamics CRM 2011, by default there are several different views that are configured for some of the main entities, such as Contacts and Accounts. In some cases it is good to keep these default views, as they usually provide some handy information. If you are adding lots of your own views however,

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    • Connecting your Records in Microsoft Dynamics CRM 2011

      Bina Limbu, 07 December 2011

      To promote your teamwork, collaboration and to best manage business and sales process you can create connections between the records stored in Microsoft Dynamics CRM. You can connect records such as account, contacts, users, quotes, sales orders and other record types and describe the relationships.

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    • Conditional Formatting in Microsoft Dynamics CRM 2011 for Outlook

      Roshan Mehta, 06 December 2011

      A cool feature of Microsoft Dynamics CRM 2011 for Outlook is the ability to apply conditional formatting to records in a view. Conditional formatting allows you to define a set of conditions so that certain records in a view stand out from the rest. Users have control over the styling they want to a

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    • Using JavaScript to connect CRM and SharePoint

      Marc Whitlow, 05 December 2011

      I have recently been working on a project where the client requested that their Activities in Dynamics CRM are displayed in SharePoint 2010. However, there was a catch. The projects which exist in SharePoint 2010 and the Projects Entity in Dynamics CRM 2011 have no logical connection therefore the o

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    • Data Validation in Microsoft Dynamics CRM 2011

      Roshan Mehta, 04 December 2011

      Data validation is the process of ensuring that clean, consistent, and accurate data is input into a system to make sure that useful analysis and reporting can be performed on business data. Microsoft Dynamics CRM 2011 provides various methods for data validation such as duplicate detection, field c

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    • Upgrading to Dynamics CRM 2011 using SureStep Methodology

      Jaime Smith, 03 December 2011

      Currently we are working on an upgrade from CRM 4.0 to Dynamics CRM 2011, it is a large scale project and to ensure we dot all our  I’s and cross all our t’s I have been utilising Microsoft SureStep Upgrade approach.  In order to access these resources you need to be a Microsoft partner or

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    • Microsoft Dynamics CRM 2011, creating custom system charts

      Vlad Arabajiev, 02 December 2011

      The latest Update Rollup 5 in Microsoft Dynamics CRM 2011 introduces some really cool new features. There are improvements in creating and editing System and Personal charts. New enhancements are added in working with Dialogs and Workflows. Data management is also improved, there have been CRM Outlo

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    • Update Related Records with One Click!

      Zhen Yuwang, 01 December 2011

      Are you annoyed by having to update Contacts’ details one by one with same content? Here is a task, which is retrieving current Account’s multi Contacts and updates them by Account’s details. This task uses a HTML page with JavaScript, fetches account’s information, finds the relevant Contacts and u

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    • Want to get trained in Microsoft Dynamics CRM 2011?

      Megha Kainth, 30 November 2011

      In my previous blog post I have given some tips to pass Microsoft Dynamics CRM 2011 Application exam. In this blog post I will share one of my secrets to passing Dynamics CRM 2011 Applications exam. I have attended the training for users provided by Magnetism which helped me clarifiy my concepts of

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    • Learning Resources for Dynamic CRM 2011

      Vincent Zhong, 29 November 2011

      As a Trainee Dynamic CRM Developer, continuously learning is one of my daily tasks. In my last 3 weeks, I have spent lots of time in Googling and reading all sorts of learning materials about Dynamic CRM 2011. Now I would like to share some of them with you. If you are new to Dynamic CRM 2011, and w

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