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Metro Themed Reporting in Dynamics CRM 2011
Paul Nieuwelaar, 06 August 2012
Recently I created a report in Dynamics CRM 2011 to show the number of phone calls made by each Sales Person for a given day. This includes a breakdown of each Status; for example the total calls that were Successful, Unavailable, or No Answer, as well as the overall total for the day. Ideally this
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Pricing Products – Part 1 – Unit Groups and Units
Colin Maitland, 05 August 2012
This week I am commencing a series on pricing products using the features of the Microsoft Dynamics CRM 2011 Product Catalog. The Product Catalog is accessed by selecting Settings, from the site map, and then selecting Product Catalog from the Settings group on the navigation pane. The Product Catal
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Check One Entity’s Relationships in Dynamics CRM 2011
Zhen Yuwang, 04 August 2012
Thanks to Microsoft Dynamics CRM 2011 Solutions; we can separate components and functions into different Solutions. Then they could be imported depending on the requirement. So, different Solutions could have different Entities and Relationships. Later, when developing plugins which work across mult
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Dynamics CRM 2011 – Online Costs
Jaime Smith, 03 August 2012
Over the past couple of weeks I have been following up a support query for a couple of clients, with Microsoft. There have been multiple queries about how subscription billing works online and what is and is not included in the monthly charges. As you will be aware, you can manage your subscri
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Introducing: Dynamics CRM 2011 Read-Optimized Forms - UR7
Paul Nieuwelaar, 02 August 2012
Update Rollup 7 for Dynamics CRM 2011 includes a new feature to allow you to enable Read-Optimized forms for certain users. Often, many users just require the ability to read information within the system, but do not necessarily need to edit it. With this feature we can now show these users stripped
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Microsoft Dynamics CRM [RIC]: Assigning Skills to your Contacts
Sumeet Singh, 01 August 2012
RIC (Relationship Information Centre): Not For Profits Do you want to be able to keep track of what skills your contacts have? Would you find it helpful if you could look at your contacts from a skills point of view? In this blog, I’ll show how you can not only assign skills to you
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Magnetism Inaugural demo night for new and existing non-profit clients – August 8th 5:30 pm to 6:30 pm
Huniyer Hovich, 31 July 2012
I’ve interrupted my series of blogs about licensing to talk about something new and exciting for us. We have been looking at ways to make it easier to engage with our non-profit clients, especially those that are unfamiliar with what solutions in general and are too scared to take the p
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Namespacing JScript in Dynamics CRM 2011
Roshan Mehta, 30 July 2012
I recently understood the importance of applying a namespace to functions inside JScript web resources in Microsoft Dynamics CRM 2011. We encountered an interesting scenario where a specific function existed in a web resource, but there also existed another function in another web resource with the
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Useful Tool for Writing Plugin in Dynamics CRM 2011 – Part 2
Vincent Zhong, 29 July 2012
In my previous blog post, I have shown you the diagram I made for plugin development. In this blog post I will use another scenario to illustrate how you can use that diagram as a reference material to speed up your development. If you followed my previous blog post, your code should look like this
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Considerations When Adding A Business Required Field To Contacts – Part 7
Colin Maitland, 28 July 2012
In my last six blogs, I have reviewed different methods for adding Contacts to Microsoft Dynamics CRM and the impact that the addition of a custom Business Required option set field, called Contact Type, to the Contact entity and related Contact information form has. The methods for adding Co
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When should I use plug-ins vs. custom workflows?
Roshan Mehta, 27 July 2012
This is a question that plays on a developers mind when working with Microsoft Dynamics CRM. Sometimes the question can be broken down to help evaluate the benefits of one over the other, and other times it just comes down to personal preference. Most developers will always build additional logic us
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Hide Form Left Navigation JavaScript R8 Dynamics CRM 2011
Paul Nieuwelaar, 26 July 2012
Before CRM 2011 R8 beta was introduced, if you ever needed to hide the Form Navigation Pane using javaScript, the following 2 lines of code would allow you to do this by first hiding the crmNavBar element, then modifying the remaining form element to span over both columns of the table. USED BEFORE
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Useful Tool for Writing Plugin in Dynamics CRM 2011 – Part 1
Vincent Zhong, 25 July 2012
Since I started my journey with Microsoft Dynamics CRM 2011 last year, I have done a few plugins. I found that one of the common problems for a Dynamics CRM newbie to write a plugin is where to start, and what can I use in my C# code. In this blog post I will show a diagram and use an example t
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Considerations When Adding A Business Required Field To Contacts – Part 6
Colin Maitland, 24 July 2012
In my current series I have been looking at various methods for adding Contacts to Microsoft Dynamics CRM 2011 and whether or not there are any impacts to be considered when a custom Business Required option set field called Contact Type is added to the Contact entity and related Information form. B
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Sales Process in Dynamics CRM 2011
Megha Kainth, 23 July 2012
The Sales section in Microsoft Dynamics CRM 2011 has everything from Leads, Opportunities to Invoices. In this area you can manage your leads and customers. In this and following blog posts I will write about the sales process in Microsoft Dynamics CRM 2011. Sales Process starts with a lead w
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