• Using Discount Lists in Dynamics CRM 2011

      Paul Nieuwelaar, 20 April 2011

      In one of my last posts on the Product Catalog, I gave a brief Overview of Discount Lists in Dynamics CRM 2011. In this post I will be showing in depth how Discount Lists are used within the Product Catalog, and how you can quickly and easily start creating Discount Lists in Dynamics CRM 2011. You c

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    • Using Unit Groups in Dynamics CRM 2011

      Paul Nieuwelaar, 22 April 2011

      In my Overview of the Product Catalog I gave a short description of how Units and Unit Groups are used in Dynamics CRM 2011. In this post I will be going more into detail, showing how they apply to your Product Catalog, and how you can get started in created Unit Groups. If you are new to the Produc

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    • Creating Price Lists in Dynamics CRM 2011

      Paul Nieuwelaar, 27 April 2011

      In my blog post introducing the Product Catalog in Dynamics CRM 2011, I briefly mentioned how Price Lists are used within the Product Catalog. In this post I will be showing how you can quickly and easily start creating Price Lists within your Dynamics CRM 2011 Product Catalog. Before you create you

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    • Creating Products in Dynamics CRM 2011

      Paul Nieuwelaar, 29 April 2011

      In my last few blog posts on the Product Catalog, I have described how you can create and set up your Discount Lists, Unit Groups, and Price Lists in Dynamics CRM 2011. In this post I will be describing how you can add your Products to the Product Catalog. To start creating Products, navigate to the

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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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    • 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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    • 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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    • 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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    • Dynamics CRM 2011 Calling OnKeyDown With Javascript

      Paul Nieuwelaar, 24 May 2011

      Recently I have been working on a solution in Dynamics CRM 2011, which required me to store and display the characters remaining in a text field, as the user is typing into the field.  This ‘Characters Remaining’ field needed to be live updating every time someone enters a character into the te

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    • Specify Lead Source in Dynamics CRM 2011

      Paul Nieuwelaar, 01 June 2011

      In a previous post of mine I described how to make a field appear when ‘Other’ is selected from the Relationship type option set on the Account form in Dynamics CRM 4.0. In this post I will be doing a similar task, however I will be making the field appear when someone selects ‘Other’ from the Lead

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    • Dynamics CRM 2011 SMS – Select Your Own Provider

      Paul Nieuwelaar, 09 June 2011

      Ever wanted to send a simple SMS to a customer from your Dynamics CRM 2011 system, but have been restricted to using out-of-the-box Email? There are a number of reasons why having SMS capability built into your system could be of use, for example sending an SMS to the owner of an appointment before

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    • Enabling Auditing in Dynamics CRM 2011

      Paul Nieuwelaar, 14 June 2011

      Auditing is sort of like a running history of changes to a field on a particular entity. What this allows you to do is track any changes made to fields, records, or entities by users in your system. For example if you have Auditing enabled on the Account, and a User updates the Business Phone number

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    • Show a Tab Based on a Radio Button Dynamics CRM 2011

      Paul Nieuwelaar, 28 June 2011

      In one of my previous posts, I showed how to dynamically Show a field in Dynamics CRM 2011 when ‘Other’ is selected from an optionset. To achieve this I created a simple JScript function called ‘showField’. This function could be used anywhere in the system to display or hide a field based on the se

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    • JavaScript Libraries on a Form in Dynamics CRM 2011

      Paul Nieuwelaar, 05 January 2011

      In Dynamics CRM 4.0, the method for adding JavaScript was: Open the onLoad or onSave event, and paste all your code into the one text area. This caused code to get very messy, and hard to keep track of. However in Dynamics CRM 2011, there is now a new way of using JavaScript, which makes it so you

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    • Double Click to Call Skype in Dynamics CRM 2011

      Paul Nieuwelaar, 14 July 2011

      In Microsoft Dynamics CRM 2011 you have the ability of setting a field’s type to ‘URL’, which means that when you are viewing a record, the URL field will display like a link with blue text and underlined. When you double click on this field it will open a new window displaying the webpage. This fun

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