• How can I easily create Automated Drip Marketing in Dynamics CRM 2011 using ClickDimensions

      Bina Limbu, 04 October 2011

      In this blog I will be talking about ClickDimensions Email Marketing feature which can be integrated to Dynamics CRM. ClickDimensions provides an efficient and easier option to automate your drip emails or your nurture program. You can simply create different workflows in Dynamics CRM and use the ex

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    • How can I easily create Automated Drip Marketing in Dynamics CRM 2011 using ClickDimensions

      Bina Limbu, 04 October 2011

      In this blog I will be talking about ClickDimensions Email Marketing feature which can be integrated to Dynamics CRM. ClickDimensions provides an efficient and easier option to automate your drip emails or your nurture program. You can simply create different workflows in Dynamics CRM and use the ex

      Read the full article here

    • Customizing the Status Reason Field Dynamics CRM 2011

      Paul Nieuwelaar, 20 September 2011

      In dynamics CRM 2011 sometimes you will have a custom entity, for example ‘Project’, which requires an option set to store the Project Statuses such as ‘In Progress’, ‘On Hold’, ‘Completed’, and so on. At first glance this looks like a custom option set called ‘Project Status’, however a much more e

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    • No Default Value on Two Options Field Dynamics CRM 2011

      Paul Nieuwelaar, 19 September 2011

      In Dynamics CRM 2011, when you want to create a field with 2 options, Yes/No for example, you would create a ‘Two Options’ field, which provides users with 2 radio buttons to choose from, and where 1 option must be selected by default. This out-of-the-box functionality works great in most scenarios

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    • Displaying a Dynamics CRM 2011 Account on a Bing Map

      Roshan Mehta, 16 September 2011

      Previously, I demonstrated “How to Create a Silverlight Map Control for Dynamics CRM 2011”. Today we’ll improve this functionality by actually displaying the location of an Account on the map using methods described in the Microsoft Dynamics CRM 2011 SDK as well as the various services available wit

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    • How to create Automated Drip Nurture Program in Dynamics CRM 2011

      Bina Limbu, 15 September 2011

      Following my previous blog, I will be showing you an example of how to create an automated email drip Nurture Program in Dynamics CRM 2011. In Microsoft Dynamics CRM you can create your own workflow to automate different processes related to sales, marketing and customer service activities. We can a

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    • How to create Automated Drip Nurture Program in Dynamics CRM 2011

      Bina Limbu, 15 September 2011

      Following my previous blog, I will be showing you an example of how to create an automated email drip Nurture Program in Dynamics CRM 2011. In Microsoft Dynamics CRM you can create your own workflow to automate different processes related to sales, marketing and customer service activities. We can a

      Read the full article here

    • Activities Preview Pane on Any Dynamics CRM 2011 Entity

      Gayan Perera, 13 September 2011

      In Dynamics CRM a common issue users have is not being able to preview email activities related to an Account or Contact. Often you will have several emails all with the same subject, so to find the correct email you need to open each message. At Magnetism we have created an easy to install Solution

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    • Drip Marketing, Sales and CRM

      Bina Limbu, 12 September 2011

      With drip marketing you can continuously drip out information to your prospects and customers. You can apply drip marketing to send emails, newsletters, direct mail and postcards etc.  Drip marketing is the commercial way of saying hello, I’m thinking of you and I care. It helps business to sta

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    • Drip Marketing, Sales and CRM

      Bina Limbu, 12 September 2011

      With drip marketing you can continuously drip out information to your prospects and customers. You can apply drip marketing to send emails, newsletters, direct mail and postcards etc.  Drip marketing is the commercial way of saying hello, I’m thinking of you and I care. It helps business to sta

      Read the full article here

    • Service Scheduling Error in Microsoft Dynamics CRM 2011

      Roshan Mehta, 09 September 2011

      The Service Scheduling module of Microsoft Dynamics CRM is a powerful feature which allows your company to track and schedule the services that you may provide to your customers. However, I recently stumbled across an interesting error with the Service Scheduling module in Microsoft Dynamics CRM 201

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    • Business Process Change and CRM

      John Eccles, 08 September 2011

      Processes are at the heart of any businesses.  These processes need to change in order to be more productive and more competitive.  CRM can be a part of that change. The principles of Business Process Redesign can be applied to the design of CRM and XRM systems.   Principles of Proces

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    • Managed to Unmanaged Solution Dynamics CRM 2011 – Easy!

      Paul Nieuwelaar, 16 August 2011

      In Dynamics CRM 2011 when you import a Managed solution, there is no way to add or remove components from the solution, or re-export the solution from CRM. While this is true, it is possible to edit the solution outside of CRM, giving you the ability to change the Managed properties of the solution

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    • General Security Role for Dynamics CRM 2011

      Paul Nieuwelaar, 11 August 2011

      In Dynamics CRM 2011 there are several Security Roles loaded in the system by default, all of which give various permissions to access the system. However there is no “General” role that grants any user access to the system. For this reason we have created one role that can be given to any user, and

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    • Dynamics CRM, Change Management and the Leavitt Diamond

      John Eccles, 10 August 2011

      Understanding of the Leavitt Diamond is essential for successful implementation of a CRM (or XRM) system.   Leavitt Diamond Dr Harold Leavitt was one of the great management thinkers of the 20th century. He wrote, Managerial Psychology in 1958, which is still a classic in management literature.

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