• Dynamics CRM 2011 Code Visualizer

      Gayan Perera, 22 November 2012

      At Tech Ed 2012 New Zealand I demonstrated a javascript analyser.  You can use it to get an output in csv format of all the javascript within the system. It extracts the data from FormXml and outputs where the javascript is called from. e.g.: which library and which function on which form on wh

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    • A couple of great webinars for marketers…

      Richard Penny, 21 November 2012

      If you are keen to see how you can get your lead generation programmes really cranking, we highly recommend the webinars that the team at Click Dimensions run on a regular basis. There is one coming up on the 21st of November called Marketing Automation for Microsoft Dynamics CRM which gives a compl

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    • Update Invoices when Product Prices Change (Lock Price)

      Paul Nieuwelaar, 20 November 2012

      In Dynamics CRM 2011, when you create an Invoice using Existing Products as the line items, these line items use the price from the related Product. If the price on the product changes, the Invoices that include the product will automatically be updated to include the new price. Note that this behav

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    • Amazing 3D Charts in Dynamics CRM 2011

      Roshan Mehta, 19 November 2012

      Everything looks better in 3D! Your favourite movie or video game brings forward a whole new experience when things are displayed in 3D. This blog is targeted to the hard working CRM users around the world who don’t have time to watch movies or play video games by introducing three dimensional

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    • Quick Find Optimization Search Error

      Gayan Perera, 18 November 2012

      Dynamics CRM Rollup 10 introduced a new feature called ‘Quick Find Optimization’, by default this is set to ‘Yes’ once you apply RU10. Everything works beautifully until a user enters broad search criteria, eg: *xyz. If the system has too many records it’ll simply crash

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    • Chart Types in Dynamics CRM 2011

      Roshan Mehta, 16 November 2012

      By default, Dynamics CRM 2011 allows users to work with a number of different chart types within the application. The available chart types include column, bar, area, line, pie and funnel but CRM also supports chart types defined in the .NET 3.5 controls. In this post, we will look at how to easily

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    • CRM 2011: Considerations for Improving Information Systems

      Nathan Eccles, 15 November 2012

      Ever feel like your existing information system is tired and in need of some attention?  * When looking to improve an information system there are 7 possibilities. You can; restructure, reengineer, refurbish, rejuvenate, re-architect, replace (with a package or service), or rewrite the system.&

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    • Microsoft Dynamics CRM 2011 – Custom Code Validation Tool

      Greg Olsen, 14 November 2012

      I think it’s important for everyone now to start reviewing their current CRM 2011 customisations using the Custom Code Validation Tool to ensure their existing customizations will work with the next service release of CRM 2011, code named Polaris, which is due in December 2012. It is noted tha

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    • Modifying Chart Colour Schemes in Dynamics CRM 2011

      Roshan Mehta, 11 November 2012

      When you create new personal or system chart in Microsoft Dynamics CRM 2011, the system automatically applies a colour scheme which you are unable to change at design time through the user interface. This can impact the readability of the chart – for example the series and font colours may cla

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    • DYNAMICS CRM 2011: Our Team Day Out

      Jaime Smith, 09 November 2012

      Earlier this month Team Magnetism had an outing to a beautiful beach in the North Island.  It was a fantastic day of team building and vision setting for the coming year. As some of you may be aware, over the past month there have been changes at Magnetism. However, change can be tough on e

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    • How to Check your Current Dynamics CRM 2011 Rollup Version

      Paul Nieuwelaar, 08 November 2012

      If you need to check what rollup your CRM is on, the easiest way to do this is to open your CRM server and check ‘Programs and Features’, then ‘View Installed Updates’ from the left hand side. This will display the installed rollups for existing CRM components.    

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    • Goals Management – Adding Stretch Targets To System Goal Progress Charts

      Colin Maitland, 05 November 2012

      Previously I described how to create new personal Goal Progress charts in Microsoft Dynamics CRM 2011 based on the existing Goal Progress charts with the addition of the Stretch Target value.  In this blog I will describe how to modify the existing system Goal Progress Charts to include the Str

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    • CRM 2011: SSRS Lookup Function - Merge Aggregate Datasets

      Nathan Eccles, 04 November 2012

      A significant limitation of SSRS when building reports for CRM Online is the inability to use 2 different Datasets in 1 table. Often this is not a problem, as we can build queries which will retrieve the information we need from multiple entities. However sometimes this presents problems when attemp

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    • VS 2010 and VS 2012 Side by Side ILMerge

      Gayan Perera, 02 November 2012

      I recently received a bug with an old plugin, this plugin project had post build steps which ILMerged multiple assemblies. When I build the project on a machine that didn’t have Visual Studio 2012 it compiled, ran the post build steps correctly, but when I run it on a machine that has both Vis

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    • Converting a Personal Chart into a System Chart

      Roshan Mehta, 01 November 2012

      As a CRM 2011 administrator, how many times have you built a system chart for your end users only to find out that it’s not exactly what they wanted? Sometimes what is requested and what is built are two totally different things and you just end up looking silly in front of your end users. A n

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