• Check Dependencies when deleting Fields in Dynamics CRM 2011

      Zhen Yuwang, 25 March 2012

      Sometimes after you create a field and set up everything, you may found there is a tiny mistake such as spelling in its name. Or you could have a request to remove an out-of-date field from current form. In both situations, you need to delete a field in Dynamics CRM 2011. Then the problem is not as

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    • Event Execution Pipeline in Dynamics CRM 2011

      Vincent Zhong, 24 March 2012

      A Plugin is a very powerful tool to extend the out-of-the-box functionality of Dynamics CRM 2011. You can integrate your custom business logic with Microsoft Dynamics CRM to modify or augment the standard behaviour of the platform. You can visit here to know more about Plugin Development. * In my pr

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    • Microsoft Dynamics CRM Starter Pack – What a GREAT deal!

      Megha Kainth, 23 March 2012

      At Magnetism, we have introduced Microsoft Dynamics CRM Starter Pack. A Starter Pack is a fixed-price bundle of CRM enhancements, business analysis, system customisation, training and support. There are different packages and you may find one that will provide all you need to get started.   CRM

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    • Integrating Accredo with Dynamics CRM 2011

      Roshan Mehta, 22 March 2012

      We have had the opportunity to build an integration tool between Accredo and Microsoft Dynamics CRM 2011 to synchronize customer, product, and order information. Data is automatically pumped from a website into Accredo and our integration tool queries the Accredo database every ten minutes to synchr

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    • Staff Recruitment Methodology: Building An Effective Sales Team

      Mark Bradman, 21 March 2012

      The most common methodology used is outsourcing. This is becoming so common that it’s easy to forget that there are basic steps to this process irrespective of who performs it. A well-thought out recruitment plan could be the difference between finding yourself in a never-ending loop of interv

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    • Bulk Update Records with Export/Import Dynamics CRM 2011

      Paul Nieuwelaar, 20 March 2012

      In this blog post I will be looking at easy it is to update massive amounts of records in Dynamics CRM 2011. The idea is, we have hundreds of records in our system, and now we want to update them with new data. We may have added a new field that we need populated, or we could be transferring data fr

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    • CRM 2011 R8: CRM Mobile

      Marc Whitlow, 19 March 2012

      Do you have a Mobile phone? Do you have a Microsoft Dynamics CRM 2011 interfacing Deployment? Do you want to have access to Dynamics CRM 2011 from anywhere? * In R8 we see the launch of a new product named Microsoft Dynamics CRM Mobile. This will be a cloud based application but will also be availab

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    • Microsoft Dynamics CRM for Not for Profit Organisations

      Stuart Haynes, 18 March 2012

      What are the benefits it can bring you? As an Account Executive at Magnetism I was asked to select a Vertical Market place that I was interested in and would like to become a respected advisor in. I chose the Not for Profit/Healthcare sector. I thought I would write and explain the benefits of Micr

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    • Position your business ahead of the competition

      John Fredrickson, 17 March 2012

      In continuation from my last blog I now will demonstrate how a VRM (CRM) will be a solution and improve efficiency levels for this Marine Company (ABC) and go through each question and discuss each solution. ABC wanted to know their customers better than they knew themselves. This is relatively basi

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    • The NZ Marine Industry, World leaders in Technology

      John Fredrickson, 16 March 2012

      Now that my local Marine service provider have made the commitment to implement a new VRM (Vessel Relationship Management) system I now need to take a deep look at where we need to cast our initial focus. In our meetings the enthusiasm and ideas just kept flying. I found myself having to slow things

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    • Dynamics CRM for Financial Services

      Robert Cooper, 15 March 2012

      This week at the behest of a prospective client I have been researching the possibility of MS Dynamics being customised for the financial service industry. It seem that for some time now the Financial services/ wealth management profession have been in tune with the need for CRM system tha

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    • Set Date Time Field to Now in Plugin Dynamics CRM 2011

      Paul Nieuwelaar, 14 March 2012

      In Dynamics CRM 2011 when you are creating or updating records through a plugin, you will sometimes be required to set a date field to the current date and time of the plugins execution. There are two ways of doing this with a plugin. One method is using DateTime.Now, which will give you the local

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    • CRM Software: Building An Effective Sales Team

      Mark Bradman, 13 March 2012

      Please don’t tell me that you haven’t automated and computerised your sales process. Forty years after Neil Armstrong walked on the moon; with the Information Age ushering computers out of the haloed floors of big banks and insurance companies into every home and school; with the Intern

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    • Writing a Naming Plugin for Dynamics CRM 2011 Part 1

      Vincent Zhong, 12 March 2012

      Plugin is a very useful way to extend the out-of-box functionalities of Microsoft Dynamics CRM 2011. It allows you to add custom business logic to Microsoft Dynamics CRM through the development and registration of plug-ins. Last week I have spent nearly the whole week in writing Naming Plugins. So

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    • Sitefinity Migration from 3.7 to 4.4 My Experience

      Jared Johnson, 11 March 2012

      The migration tool is quite effective at converting all the pages and templates and then migrating all the content modules such as events and blogs. It however could not deal with an image library that contained over 2000 images, until it was broken up into smaller pieces. On the pages themselves t

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