Microsoft Dynamics 365 and Dynamics CRM Blogs by Paul Nieuwelaar | Magnetism Solutions | NZ (Auckland, Wellington, Christchurch and Dunedin)

CRM Masthead Customization for Multiple Organizations

Paul Nieuwelaar, 23 June 2010

A few weeks ago, a blog was posted by David Sutton called CRM Masthead Customization, and it was explaining how to customize the masthead in CRM. However if you have multiple Organizations in your CRM environment, the masthead will be added to all Organizations, rather than having a unique masthead
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Changing Field, Section, and Tab names from a radio button in Dynamics CRM 4.0

Paul Nieuwelaar, 28 July 2010

In this post I will describe how to change a field name, section name, or even tab name based on the selection of a radio button. As you can see below, what we will be achieving is selecting Customer or Supplier from the Contract Type radio button, which will change the Tab, Section and Field name a
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Dynamics CRM 4.0 - Saving a Form once all Required Fields are Filled in

Paul Nieuwelaar, 04 August 2010

In CRM, by default, when you create a new record, the left hand navigation area is greyed out until the form has been saved. And the only way to save the form is to fill in every required field, and then click save. Which is fine, but I wanted to make it so that once all the required fields had been
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Changing Field Focus in Dynamics CRM 4.0 to Clean up the Invoice Product

Paul Nieuwelaar, 10 August 2010

In this blog post I will mainly be using two different pieces of JavaScript on the Invoice Product, to make the form more user friendly. The first piece of code is to change the field focus, and the second is to prefill the ‘Unit’ field, which I will be using from Nathan Eccles blog, called Populati
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Dynamics CRM 4.0 Prototyping with Expressions Blend 4 – Sketchflow

Paul Nieuwelaar, 16 August 2010

Often in Microsoft Dynamics CRM when you are customizing an entity for someone, usually the only information you have to go off is someone else trying to explain to you what they want, and how it should be, or some loose sketches on paper of what the entity should look like. Most of the time you wil
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Quick Create Phone Call Activity in Dynamics CRM 4.0

Paul Nieuwelaar, 25 August 2010

The other day I was led to a very handy website, where I found a piece of JavaScript that made creating a phone call activity from a contact very easy. The website where I found the code gave a block of JavaScript that could be added to the Contact forms onLoad event, and would work unchanged. How i
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Form Customization in Dynamics CRM 2011 – Part 1

Paul Nieuwelaar, 19 September 2010

One of the things that I think will be a major time saver in Dynamics CRM 2011 is the new way of customizing a form. In Dynamics CRM 4.0, to customize a form you would need to go through Settings, Customizations, and then Customize Entities. From there you would open the entity you wish to customiz
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Adding/Removing Sitefinity 3.7 Radeditor Tools

Paul Nieuwelaar, 15 September 2010

In Sitefinity, whether you are creating a blog post, a news item, or even an event, you will use the Radeditor tools for the formatting. But sometimes the tools that you require aren’t there, or if they are there, they aren’t in the right place. A solution to this is customizing the Radeditor toolb
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LinkedIn Integration with Dynamics CRM 4.0 Accounts

Paul Nieuwelaar, 08 September 2010

A few days ago I was reading a post by Marco Amoedo, where I found a very easy to use LinkedIn connector for the Microsoft Dynamics CRM 4.0 Accounts. By adding a few lines of code to the Account forms onload you are able to make a LinkedIn icon appear beside the account name once it has been saved,
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Display vs. Visibility in Dynamics CRM 4.0

Paul Nieuwelaar, 01 September 2010

You may have noticed that to make a field appear or disappear on a Dynamics CRM form you can use the JavaScript Display or Visibility. But often when you want to hide a field it is hard to know which one to use. Display: When using Display, the field being changed will be added or removed from th
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Dynamics CRM Pinned Shortcut to Taskbar in IE 9

Paul Nieuwelaar, 28 September 2010

With the release of IE9 comes several cool things that you can do to Dynamics CRM the one that stood out to me is to do with Pinned Site Shortcuts and how they can help in Dynamics CRM 4.0 with a bit of html that is added to the ‘loader’ file in the Dynamics CRM program files you can improve product
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Form Customization in Dynamics CRM 2011 – Part 2

Paul Nieuwelaar, 06 October 2010

In part one of my Form Customization in Dynamics CRM 2011 blog post, I went over how you can customize an entity from inside a record, and how the customizations now allow for drag-and-drop capability for fields, sections and tabs. Making a field not display on a form by default One thing I would li
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Form Customization in Dynamics CRM 2011 – Part 3

Paul Nieuwelaar, 13 October 2010

In my last blog post on Form customizations, I showed some new features of Dynamics CRM 2011 that would save you time, such as making a field not display on a form by default, deleting fields, sections, and tabs by pressing the delete key, and dragging fields directly onto the form. Creating new fie
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Recurring Appointments in Dynamics CRM 2011

Paul Nieuwelaar, 20 October 2010

A new feature that has been added to Dynamics CRM 2011, that before was not available out of the box in Dynamics CRM 4.0, is the ability to create a recurring appointment. To create a recurring appointment in Dynamics CRM 2011 you start by creating a regular appointment, by clicking on Activities, u
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Create a new Activity Entity in CRM 2011 simply by checking a box!

Paul Nieuwelaar, 27 October 2010

In Microsoft Dynamics CRM 2011, it is now possible to create your own activity entities. So if you’re not happy with just the standard activities, you can now specify when creating a new entity, whether it will be a standard entity, or whether it will be classed as an activity. You may have noticed
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