• Tweet it, Like it, Digg it?

      Roshan Mehta, 28 October 2010

      Social networking has become a huge part of our everyday lives, whether it is to connect with friends, share new ideas, or promote an organization that we are part of.  At Magnetism, we believe that using social networking is a great way to spread the word of Microsoft Dynamics CRM and share ti

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    • Reducing Data Entry Requirements through Microsoft Dynamics CRM 4.0 Plug-ins

      Roshan Mehta, 04 November 2010

      Let’s face it. Nobody really likes to enter huge amounts of data into any system. Some companies have crazy data entry requirements that could potentially make staff lazy which leads to dirty data being entered into form fields. With the power of Microsoft Dynamics CRM 4.0 customizations and plug-in

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    • Accessing Records in Microsoft Dynamics CRM 2011

      Roshan Mehta, 11 November 2010

      Traditionally in Dynamics CRM 4.0, users can access records of any entity from any of the system or custom views (assuming they have the correct privileges). Although this is highly useful when working with tools such as Advanced Find, it still takes a few clicks to get to the record you want to vie

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    • Recurring Credit Card Billing with DPS and Microsoft Dynamics CRM 4.0

      Roshan Mehta, 18 November 2010

      You may already know that Dynamics CRM 4.0 greatly improves productivity for businesses in any industry. One way that this is achieved is through the use of workflows, which allow you to automate business processes, saving you time and money. This post will focus on the idea of “automation”, but in

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    • The Business Benefits of using Twitter

      Roshan Mehta, 25 November 2010

      Twitter, tweet, retweet, direct tweet, follow, followers. These are some of the words you may be familiar with if you are an active user of the Twitter social networking service. But what is Twitter and how can it help my business?  * When Twitter first launched, I saw people tweeting things li

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    • Option Sets in Microsoft Dynamics CRM 2011

      Roshan Mehta, 02 December 2010

      Microsoft Dynamics CRM 4.0 allows you to create custom drop-down list attributes known as Picklists. These are great for capturing data in a single attribute that can take one of many possible values. However, the disadvantage of Picklist attributes in Dynamics CRM 4.0 is that they can only be used

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    • Intelligent Dashboards in Microsoft Dynamics CRM 2011

      Roshan Mehta, 09 December 2010

      I have spoken to many Dynamics CRM users who wish to utilize some kind of dashboarding feature within their CRM implementation. With CRM 4.0, this can be achieved using the charting capabilities of SQL reporting. Although this this is a nice way for a business to display a graphical representation o

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    • What are Connections in CRM 2011?

      Roshan Mehta, 16 December 2010

      Dynamics CRM 4.0 has a very useful feature known as Relationships which allow you to link Accounts, Contacts, and Opportunities with each other using a set of defined relationship roles. However, the limitation of only being able to define relationships between these three entities can be problemati

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    • The Business Benefits of using Facebook

      Roshan Mehta, 30 December 2010

      How many times have you logged into Facebook today? Let’s face it, it’s everywhere!  It’s even on the bottom of this page! Facebook has grown into more than just a way to connect with friends – it is now a great way for individuals, groups, and businesses to share content and connect with each

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    • What is Office 365?

      Roshan Mehta, 23 December 2010

      Exciting times are on the way with Microsoft releasing some amazing new software to celebrate the New Year. We are already anxious for the final release of Dynamics CRM 2011, but there is also a new line of Office software applications to be hosted in the cloud. This has been given the name “Office

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    • Lookup Fields in Microsoft Dynamics CRM 2011

      Roshan Mehta, 06 January 2011

      Multiple records can be linked together in Microsoft Dynamics CRM by defining relationships. These relationships are then made visible on entity forms using lookup fields. Traditionally in Dynamics CRM 4.0, lookup fields are armed with intelligent functionality to perform searching within the field

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    • Microsoft Dynamics CRM 2011 – Improving the Development Experience

      Roshan Mehta, 13 January 2011

      The development experience is yet another improvement when upgrading your Dynamics CRM 4.0 implementation to Dynamics CRM 2011. Dynamics CRM 4.0 uses many “CRM specific” data types which can take a little while to get used to but can still allow you to gain the desired result with any custom program

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    • Bing Maps and CRM – Hand in Hand

      Roshan Mehta, 20 January 2011

      The friendship between Dynamics CRM 4.0 and the online mapping solution created by Bing is strengthening with each new solution we develop. Here at Magnetism, we have found new ways to integrate the two applications in order to build rich mapping experiences for our Dynamics CRM clients. One of our

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    • Filtered Lookups in CRM 2011

      Roshan Mehta, 26 January 2011

      There have been many occasions where CRM users have asked for filtered lookups. What are filtered lookups you ask? Let’s say you have an entity with a lookup field to Account and another lookup field to Contact. You want to be able to select an Account from the first lookup, and then choose a Contac

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    • Whats new in Dynamics CRM 2011 for Outlook

      Roshan Mehta, 04 February 2011

      After speaking with many different Dynamics CRM clients, it is safe for me to say that one of the more popular features of CRM 4.0 is the Outlook client as most people “live” inside Outlook. Not only has Microsoft greatly improved the functionality and user experience of the Dynamics CRM 2011 web cl

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