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CRM 4 Outlook Client – Automagically Moving Url to Trusted Sites
Gayan Perera, 12 October 2012
We recently implemented IFD for a large customer, due to various constraints and issues with the outlook connector we decided to leave the existing CRM 4 connector on the client machines and then push the url changes through GPO directly into the registry. However when we did this the CRM 4 outlook
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Pros and Cons of Dashboards in CRM 2011
Roshan Mehta, 11 October 2012
Dashboards are a very popular feature in Microsoft Dynamics CRM 2011 and allow users to analyse data quickly through visualizations. These visualizations include charts, lists (views), web resources, and iFrames. In this blog, we will take a look at some of the pros and cons of dashboards and their
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Why Fairtrade is Good for Business
John Eccles, 10 October 2012
Magnetism is a Fairtrade certified workplace, which means we serve Fairtrade products to staff and visitors, including trainees, at our Dynamics CRM training courses. My reasons for leading the company down the Fairtrade path were probably not well grounded in economic theory: My daughter is p
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Qualify a Lead in Dynamics CRM 2011 using a Dialog Process
Paul Nieuwelaar, 09 October 2012
In Dynamics CRM 2011, to qualify a lead we must use the out-of-the-box ‘Qualify Lead’ method where you select to qualify or disqualify the lead, then if you choose to qualify, you can select which records to create (Contact, Account, and Opportunity). This process works well if you are u
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Pricing Products – Part 11 – Override Pricing Privileges
Colin Maitland, 08 October 2012
The Product Catalog in Microsoft Dynamics CRM is used to define Products and Pricing for use with Campaigns, Customers, Opportunities, Quotes, Orders, and Invoices. Users may add products from Price Lists or add Write-In products to an Opportunities, Quotes, Orders and Invoices. They may also overri
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Considerations when building APIs for CRM 2011
Roshan Mehta, 04 October 2012
Our development team has been working on an API to pull and push data to and from a large system built on the Microsoft Dynamics CRM 2011 platform. The API would be used to present data in JSON format to make it easy for a website to display the information in a user-friendly manner. It would also a
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Managed to Unmanaged – Kids don’t try this at home!
Gayan Perera, 02 October 2012
I recently demonstrated how you can convert a managed solution into an unmanaged one at TechED 2012. If you missed it, catch it on Channel9 (http://channel9.msdn.com/Events/TechEd/NewZealand/TechEd-New-Zealand-2012/DYN401). Couple of things to note when using this method; once you run this SQL scri
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Pricing Products – Part 10 – Campaign Specific Price Lists
Colin Maitland, 01 October 2012
In this series of blogs I have been writing about pricing products using the features of the Microsoft Dynamics CRM 2011 Product Catalog. In my previous blog I wrote about Customer specific Price Lists. In this blog I will be writing about Campaign specific Price Lists and how they are used when con
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Dynamics CRM 2011 Dialog Processes - More than a Call Script
Paul Nieuwelaar, 25 September 2012
When Dialogs were first introduced with Dynamics CRM 2011, I’m sure most people labelled them as simply being just a ‘call script’ for sales teams. They appeared to be great in scenarios where you need to ask the prospect a series of questions, and then capture the responses on the
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Pricing Products – Part 9 – Customer Specific Price Lists
Colin Maitland, 24 September 2012
In this series of blogs I have been writing about pricing products using the features of the Microsoft Dynamics CRM 2011 Product Catalog. In this blog I will be writing about Customer specific Price Lists. Customer specific Price Lists may be used to define specific prices and/or specific products a
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How to create E-mail Templates in Dynamics CRM 2011 using ClickDimensions
Megha Kainth, 22 September 2012
Microsoft Dynamics CRM 2011 has given us the flexibility to import solutions in it. In this blog post I will discuss how to create E-mail Templates in Dynamics CRM 2011 by using the features of ClickDimensions. To create an E-mail Template in Dynamics CRM 2011 navigate to Marketing > Email Market
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Error Loading a Dynamics CRM 2011 Form
Roshan Mehta, 20 September 2012
Our team has been working on a large Dynamics CRM upgrade over the past few months from version 4.0 to 2011. I haven't had a lot of exposure to the project over this time, but had the chance to perform some bug fixes and work on some customizations in the system. I encountered an interesting issue w
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Copy a Dynamics CRM 2011 Process
Roshan Mehta, 18 September 2012
Microsoft Dynamics CRM 2011 makes it easy to copy a workflow or dialog process which simplifies deployment and the configuration of similar processes. In this post, we will look at how we can create process templates and initialize multiple workflow processes from these templates. Let’s assume
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Pricing Products – Part 8 – Adding the Unit column to the Quote Products, Order Products and Invoice Products views
Colin Maitland, 17 September 2012
In my previous blog I provided step-by-step instructions for adding the Unit column to the Opportunity Products sub-grid on the Opportunity form in Microsoft Dynamics CRM 2011. Unlike Opportunity Products, the Quote, Order and Invoice associated products are displayed from an associated products
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Ways to access Dynamics CRM 2011 in a kiwi context
Huniyer Hovich, 16 September 2012
Last week I entertained some clients that were in Auckland for TechEd week. One of the topics we discussed was the much anticipated and delayed R8 release, which amongst other new features will support cross browser functionality for Dynamics CRM 2011. We joked about how we weren’t real
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