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Voting Buttons in Microsoft Outlook 2010
Megha Kainth, 15 September 2012
On every Friday evening we all staff at Magnetism get together for drinks and nibbles. Every week I need to do a member count before organising drinks for all staff members. To achieve this I use the functionality of voting buttons in MS Outlook. In this blog post I will describe how to use these vo
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Dynamics CRM 2011: Lessons Learned
Jaime Smith, 15 September 2012
Recently I had an awesome holiday in Queenstown, NZ and after perhaps a 12 year gap I tried my hand at snowboarding….it was fun and frustrating! This photo is of me after a big tumble on the beginners slope…of all places! In reflection of the whole experience I realised that
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Merging Custom Entity Records with Dynamics CRM 2011 Dialog
Paul Nieuwelaar, 13 September 2012
Dynamics CRM 2011 by default includes the ability to merge 2 records into 1; however this functionality is only available on Accounts, Contacts and Leads. This is usually not a problem, however as CRM is designed to be fully customizable, there are some cases where you have an entity that needs the
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Dynamics CRM 2011 user license costs for non-profit
Huniyer Hovich, 11 September 2012
A little while back I ran an overview of the Microsoft licensing structure for organisations by size and industry. Since then I’ve been in a few more situations where clients had no idea about CRM User Client Access Licenses (User CALS) – more specifically what they are, how much
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Pricing Products – Part 7 – Adding the Unit column to the Opportunity Products Sub-Grid
Colin Maitland, 10 September 2012
In this series of blogs, I have been writing about pricing products using the Products Catalog in Microsoft Dynamics CRM. In this blog I will provide brief instructions on how to add the column to the Opportunity Products sub-grid so that it looks like the example in the screenshot below. By default
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Dynamics CRM 2011 with Windows 8 Server and SQL 2012
Paul Nieuwelaar, 09 September 2012
Recently I set up a virtual machine to test how Dynamics CRM 2011 would work with a Windows 8 Server, and SQL Server 2012. Needless to say, I successfully got the 3 working together (after a few gotchas!). In this blog post I will go through some of the issues I faced during the whole process, and h
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Sales Process in Dynamics CRM 2011: Invoices
Megha Kainth, 08 September 2012
In my previous blog post I have described how to create and fulfil Orders in Dynamics CRM 2011. In this blog post I will describe how to create Invoices in Dynamics CRM 2011. Invoice can be created from an existing order. To create an invoice from an existing order Click on Create Invoice button on
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OptionSet Helper for your xRM Applications
Roshan Mehta, 06 September 2012
The latest version of the Microsoft Dynamics CRM 2011 Software Development Kit includes a new mechanism to generate an OptionSet helper to include in your custom .NET xRM applications. It uses the CrmSvcUtil executable to generate a C# code file with enum definitions for your OptionSets. You can dow
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How to Manually Modify the “Created On” Field of Dynamics CRM 2011 – Part 2
Vincent Zhong, 05 September 2012
In my previous blog post, I have talked about the need to manually modify the “Created On” date and how to do it programmatically. In this blog post I will show you how to modify it when you are importing data. First of all, here are some conclusions we drew from my last blog pos
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Different Field Widths within same Column Dynamics CRM 2011
Paul Nieuwelaar, 04 September 2012
You can see in the image above what we want to achieve. Basically, within the same section, we want to have one field occupy more space than the others. In this example, we have a Product name, which could potentially be very long, and then price and quantity fields, which are never going to need
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Pricing Products – Part 6 – Units and Unit Groups 2
Colin Maitland, 03 September 2012
In my first blog of this series, I wrote about the setup and use of Unit Groups and Units for Products using the example of a Unit Group called Widgets Unit Group containing Units of Each, Boxes, Pallets and Containers. However, many types of businesses charge for services rather than products, such
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Magnetism’s Relationship Information Centre (RIC) for sports administration in NZ
Huniyer Hovich, 02 September 2012
Here is a typical scenario that I would encounter as GM in sports administration. 2 hours before the board meeting the Chairman came to me and asked for player information to support a last minute funding application. Player numbers I asked? No sweat. No, he said. Not just player numbers. Jun
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Sales Process in Dynamics CRM 2011: Orders
Megha Kainth, 01 September 2012
In my previous blog post I have described how can we create and add Products to a Quote in Dynamics CRM 2011. In this blog post I will describe how to create, fulfill, cancel and invoice Orders in Dynamics CRM 2011. We can create an Order when our Quote is accepted and customer is ready to make a pu
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Dynamics CRM 2011: Why Magnetism…
Jaime Smith, 01 September 2012
I decided that this week I would take the time to recognise the hard work of my team! At Magnetism, we are consistently being recognised by the wider Dynamics community as bringing an innovative, fresh and expert approach. This recognition does not just lie with our CEO Mark Smith gaining
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Single Business Numbers – Good for CRM, Good for Business
John Eccles, 31 August 2012
The Action Plan for Better public services for business, published by the NZ Ministry of Business, Innovation and Employment yesterday (30 August, 2012) indicates that a Single Business Number is on the way. Under the heading Action: Collect information and share it so businesses only have to tell g
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