• Upgrading Microsoft Dynamics CRM 4.0 0n-Premise to Microsoft Dynamics CRM 2011 Online in New Zealand

      Mark Smith, 03 April 2011

      With the release of the Microsoft Dynamics CRM 2011 Online and the great new features it offers, you might be wondering how you can upgrade if your currently running Microsoft Dynamics CRM 4.0 On-Premise.  You may also have heard that Microsoft Dynamics CRM 2011 requires 64-bit architecture. T

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    • The Uprising of the Dynamics Marketplace

      Louise Alderton, 02 April 2011

      In my last few blog posts I have been reviewing and summarising questions posed to Microsoft Dynamic CRM General Manager, Brad Wilson from a recent interview conducted by Software Advice. So far these questions have covered trends in the CRM software market, price strategy, challenges for partners i

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    • Viewing Cases in Dynamics CRM 2011

      Simon Phillips, 01 April 2011

      There are 2 ways to access and manage Cases in Microsoft Dynamics CRM 2011 these are: from Queues under Workplace and from Cases under Services. Workplace Under the workplace menu Queues offers a view of the cases that have been assigned to you and the cases that have been assigned to the groups you

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    • Customization Changes in Dynamics CRM 2011

      Roshan Mehta, 31 March 2011

      We at Magnetism have already brought you some of the fantastic new customization features available in Dynamics CRM 2011. Today I am going to focus on some of the little things that may go unnoticed when you decide to customize your system. Where is the form assistant? The form assistant was a handy

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    • Inserting a Dynamics CRM 2011 Article into an Outlook Email

      Paul Nieuwelaar, 30 March 2011

      In my last blog post I showed a new feature of Articles in Dynamics CRM 2011, which was showing how to Customize the Article Form. In this blog post I will be showing another feature, emailing an Article directly from within outlook. This is a great feature because it means you don’t need to go into

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    • CRM Online vs. On-Premise -The Choice is Yours

      Louise Alderton, 29 March 2011

      In my last few blog posts I have reviewed questions posed to Microsoft Dynamic CRM General Manager, Brad Wilson from a recent interview conducted by Software Advice. These questions covered trends in the CRM software industry, Microsoft’s competitive pricing strategy for Dynamics CRM 2011 and challe

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    • Customizing an Article Form in Dynamics CRM 2011

      Paul Nieuwelaar, 28 March 2011

      In Dynamics CRM 4.0, there was no way of customizing the Article form. The only customization options you had for Articles was Creating Article Templates, which was limited, as it only affected the actual content of the Article. However in Dynamics CRM 2011 you can now fully customize the Article fo

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    • Cancelling or Deleting a Case in Dynamics CRM 2011

      Simon Phillips, 27 March 2011

      Any active case can be cancelled or deleted. You may need to cancel or delete a case where a customer no longer wants to receive help with the issue, or you decide that the case isn’t worth charging the customer for or billing against a contract. There are pros and cons to both cancelling and deleti

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    • Integrating Microsoft Dynamics CRM and Microsoft Dynamics NAV

      Mark Smith, 26 March 2011

      Integration between Microsoft Dynamics CRM and Microsoft Dynamics NAV has arrived with the release of the Connector for Microsoft Dynamics. If you have a customer relationship solution that is based on Microsoft Dynamics CRM, then you can integrate it with Microsoft Dynamics NAV with the Connector f

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    • Opportunities & Challenges for Dynamics CRM Partners in the Cloud Era

      Louise Alderton, 25 March 2011

      In my few blog posts I have reviewed questions posed to Microsoft Dynamic CRM General Manager, Brad Wilson from a recent interview conducted by Software Advice. These questions covered trends in the CRM software industry and Microsoft’s competitive pricing strategy for Dynamics CRM. Now I will move

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    • Business Units and Teams in Dynamics CRM 2011

      Roshan Mehta, 24 March 2011

      Business Units and Teams are not a new feature in Dynamics CRM 2011. They were available in the 4.0 release, but had some limitations to their usability. Microsoft has introduced some changes to Business Units and Teams in Dynamics CRM 2011, which is the main focus of this blog post. Business Units

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    • Searching for Articles in Dynamics CRM 2011

      Paul Nieuwelaar, 23 March 2011

      In my last few blog posts, I’ve been showing various ways of creating and using Articles in Dynamics CRM 2011. In this post, I will be showing how to search for Articles in Dynamics CRM 2011. Microsoft Dynamics CRM 2011 now uses the built in functionality of the ‘Quick Search’ feature to easily fin

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    • Maintaining Cases in Microsoft Dynamics CRM 2011

      Simon Phillips, 22 March 2011

      Maintaining a case can involve adding or editing information to do with the case or it could also include adding service activities you have completed in working on the case. For example, if you were just on the phone to the customer you could record that time spent on the phone to bill the customer

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    • A Closer Look at Queues in Dynamics CRM 2011

      Roshan Mehta, 21 March 2011

      Previously, my colleague Simon Phillips briefly described some of the benefits and features of Queues in Dynamics CRM 2011 (click here to view his post). Dynamics CRM 2011 offers a whole new experience when working with Queues compared to previous versions. Let’s take a look at some of the new featu

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    • Creating and Completing Activities for a Case in Dynamics CRM 2011

      Simon Phillips, 20 March 2011

      When working with cases you are often using up support time that the customer has purchased for the product. Since with most service contracts you offer time for support you will want to track what time you have spent on the customer for the service. If this isn’t part of a service contract you need

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