• Automatically Calculate Tax in Dynamics CRM 2011

      Paul Nieuwelaar, 17 May 2011

      How many times have you been filling out an invoice in Dynamics CRM 2011, and have needed to use a calculator to work out the tax on each line item? You may have needed to do this several times in a day, wasting you and your business precious time and money. We here at Magnetism have noticed this ti

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    • I’ve Lost My Dynamics CRM E-mails!

      Roshan Mehta, 16 May 2011

      I came across an interesting issue after performing a data migration from Business Contact Manager 2007 to Dynamics CRM 2011 Online. The migration included a large number of Accounts and Contacts, as well as Activities related to these customer records. After the migration was complete, the customer

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    • Creating Contract Lines in Dynamics CRM 2011

      Simon Phillips, 15 May 2011

      Adding contract lines to a contract is the second step in creating a contract. The contract lines provide the details of the contract. You can define several contract lines for each contract (for example, one for parts and another for maintenance), but you must have at least one contract line to inv

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    • 4 Reasons Why CRM Helps Sales People be Successful

      Louise Alderton, 14 May 2011

      Recently, there has been a lot of hype around Customer Relationship Management (CRM) tools and technology for business. Although the concept of nurturing customer relationships have been around for decades there has been an increasing trend over the past five or so years for technology systems to ma

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    • 4 Reasons Why CRM Helps Sales People be Successful

      Louise Alderton, 14 May 2011

      Recently, there has been a lot of hype around Customer Relationship Management (CRM) tools and technology for business. Although the concept of nurturing customer relationships have been around for decades there has been an increasing trend over the past five or so years for technology systems to ma

      Read the full article here

    • Why Manufacturing Companies Need Microsoft Dynamics CRM

      Louise Alderton, 13 May 2011

      In today’s world Manufacturers no longer just compete on efficiency. The top guns in Manufacturing are well aware that sales, marketing and customer service will be the key drivers of giving them a competitive edge. Many Manufacturing companies are deploying a Customer Relationship Management (CRM)

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    • Microsoft Dynamics CRM for Recruitment

      Louise Alderton, 12 May 2011

      On the Microsoft Dynamics CRM xRM platform it is possible to create a complete solution for Recruitment Agencies. Such a solution will allow you to manage clients and candidates throughout the entire recruitment process while streamlining and automating administrative tasks. You will have the abilit

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    • Adding Products to an Invoice in Dynamics CRM 2011

      Paul Nieuwelaar, 11 May 2011

      In Dynamics CRM 2011, once you’ve set up your Discount Lists, Unit Groups, Price Lists, and Products, you’re ready to start using your Product Catalog. Probably the main place you will use your products are on Invoices. So in this post I will be showing how you can add your products to an Invoice in

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    • Creating an HTML Email in Dynamics CRM 2011

      Paul Nieuwelaar, 10 May 2011

      Microsoft Dynamics CRM 2011 makes bulk emailing very easy by using Mail Merge with Microsoft Word. This means you can send out newsletters to hundreds of your Dynamics CRM customers all at once, from one location. Because the Mail Merge is done within Microsoft Word, you can create full HTML emails

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    • Dynamics CRM 2011 for Outlook – The Customization Tab

      Roshan Mehta, 09 May 2011

      Previously, I have taken you through a quick overview of some of the available Ribbon Tabs in Dynamics CRM 2011 for Outlook. Today we’ll take a closer look at the “Customize” tab and how you can use it to easily customize your Dynamics CRM 2011 implementation from within Outlook.   Let’s assume

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    • Data Management for Non-For-Profits with Microsoft Dynamics CRM

      Mark Smith, 08 May 2011

      On one of my previous posts, I talked about how Microsoft Dynamics CRM can help create efficiencies for Non-For-Profit Organizations. With the rise of complicated clobber of communication channels for donors and volunteers has driven NFPs to the brink of bedlam. What are you going to do to keep your

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    • Microsoft Dynamics CRM for Local Councils

      Louise Alderton, 07 May 2011

      Government organisations are constantly in the public eye and face high expectations. While you want to improve your delivery of service and engagement with people there is also the challenge to be more efficient and accountable. In today’s world Local Councils face several challenges; the need for

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    • Microsoft Dynamics CRM for Franchise Management

      Louise Alderton, 06 May 2011

      Microsoft Dynamics Customer Relationship Management (CRM) software with its xRM (anything relationship management) framework can go way beyond the organisation of a typical buyer-seller situation. In this blog post I will look at how this platform can be implemented for Franchise Management. Franchi

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    • Dynamics CRM 2011 for Outlook – The “View” Tab

      Roshan Mehta, 05 May 2011

      Previously, I have taken you through a quick overview of some of the available ribbon tabs in Dynamics CRM 2011 for Outlook. Today we’ll take a closer look at the “View” tab and how you can use it to personalize your Dynamics CRM 2011 experience from within Outlook.   Dynamics CRM 2011 for

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    • Adding Products to Price Lists in Dynamics CRM 2011

      Paul Nieuwelaar, 04 May 2011

      In my last post I described how to create Products in Dynamics CRM 2011. In this post I will be showing how to create a Price List Item for each Unit in a Unit Group for a certain Product, and I will also be adding this Product to both the New Zealand and US Price Lists. To start creating the Price

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