• Wait “Allocation to Initial Meeting” Days by Dynamics CRM 2011 Workflow

      Zhen Yuwang, 19 August 2012

      In Dynamic CRM 2011, there are plenty of default conditions or configurations we can use to control the behaviours of workflows. The most useful setting may be wait and timeout. Wait can be used to pause workflow until some conditions satisfied, while timeout can be used to postpone workflow until a

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    • Are you ClickDimensions Certified?

      Megha Kainth, 18 August 2012

        ClickDimensions exam measures your capability in determining how proficient you are in using their solution. I have recently attended Click Dimensions webinars and got certified for ClickDimensions. In this blog post I will share few tips to pass this exam and get certified. This exam is spec

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    • Dynamics CRM 2011: Project Charter

      Jaime Smith, 17 August 2012

      Documentation is a necessary evil; as burdensome as it can be at times, it also proves immensely valuable within context.  As suppliers of a product that can be uniquely customised to client requirements we need to ensure that our customers are equipped to utilise their system to the fullest.

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    • Open Dynamics CRM Forms and Web Resources – The Supported Way!!!

      Roshan Mehta, 16 August 2012

      Some CRM implementations require the use of custom Jscript to pop open a new entity form window or a window displaying an existing record in CRM. Previously, there was no “supported” way to do this, since we had to use the window.open Jscript object which relies on the use of the Documen

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    • Sitefinity – Detecting if a page is in design mode

      Jared Johnson, 16 August 2012

      When creating custom controls for Sitefinity, it can be very useful to be able to detect if the page the control is on is in Design view. This can be useful for adding extra functionality for setting up your controls options for page designers, or to avoid displaying content that would get in the wa

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    • How to Modify the “Created On” Value of Dynamics CRM 2011 – Part 1

      Vincent Zhong, 15 August 2012

      In Dynamics CRM 2011, there are some fields that are not supposed to be modified by User or Program. Like “Created On” and “Created By”.  When you are creating a record, you don’t need to fill out those two fields. CRM will fill out those two fields based on the cu

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    • Show or Hide Reports for Certain Users Dynamics CRM 2011

      Paul Nieuwelaar, 14 August 2012

      If you have ever created a custom report in Dynamics CRM 2011, whether it was an SSRS (SQL Server Reporting Services) report, or just a report created using the built in Report Wizard, you will have configured the report to be viewable to either the Individual (Owner) or the Organization (Everyone).

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    • Pricing Products – Part 3 – Products

      Colin Maitland, 13 August 2012

      In my previous blog I commenced a series on pricing products using the features of the Microsoft Dynamics CRM 2011 Product Catalog. The Product Catalog has the following components: • Discount Lists • Unit Groups • Price Lists • Products In this blog I will b

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    • Microsoft licensing Part 1 – Breaking it down

      Huniyer Hovich, 12 August 2012

        User Licenses can be deconstructed into 3 general programs. Falling within each of those programs are the licensing options available for selection. What you choose will be dependent on your circumstances and what you are trying to achieve in terms of budget, accessibility and function. The e

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    • Add Reply Button onto Custom Activity in Dynamic CRM 2011

      Zhen Yuwang, 11 August 2012

      In this blog, I would like to discuss how to add a “Reply” button onto a Custom Activity “Contact Us” in Dynamic CRM 2011. That button should have similar behaviours with the “Reply” button in Email Activity. Assume our “Contact Us” entity looks like t

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    • Sales Process in Dynamics CRM 2011: Opportunities

      Megha Kainth, 11 August 2012

      In my previous blog post I have described how you can convert a lead to an opportunity in Dynamics CRM 2011. In this blog I will discuss how can we create opportunities in Dynamics CRM 2011 and how can we add products to an opportunity.   An opportunity is considered as prospective sale to an a

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    • Dynamics CRM 2011: Training

      Jaime Smith, 10 August 2012

      * Here at Magnetism we believe training is fundamental!  It is not an "IF" but rather a "WHEN" question. There are many reasons behind our dedication to training: Early Training (Analysis or even pre-sales stage) Opens up a realm of possibilities to new CRM users Creates confidence is the pr

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    • Disappearing Reports from a Dynamics CRM 2011 Solution

      Roshan Mehta, 09 August 2012

      I recently had to step in for a colleague by taking over a CRM deployment which went relatively smooth until I noticed that some reports were missing from the solution. I knew for a fact that the reports were part of the solution as I had performed some final testing only a few days before deploymen

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    • Programmatically Fire a Workflow in Dynamics CRM 2011

      Roshan Mehta, 08 August 2012

      Your Dynamics CRM 2011 implementation might have custom business logic split between plug-ins and workflows. There may be instances where you need to fire a workflow from your custom plug-in logic. There are a couple of approaches here – you could set a value for an entity via your plug-in whi

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    • Pricing Products – Part 2 – Discount Lists

      Colin Maitland, 07 August 2012

      In my previous blog I commenced a series on pricing products using the features of the Microsoft Dynamics CRM 2011 Product Catalog. The Product Catalog has the following components: • Discount Lists • Unit Groups • Price Lists • Products In this blog I will b

      Read the full article here

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