• CRM 2011 for Outlook – The Navigation Pane

      Roshan Mehta, 10 February 2011

      The navigation pane in Dynamics CRM 2011 for Outlook has been redesigned to look more like the navigation pane provided in the CRM 2011 web client. Let’s take a look at the differences between CRM 4.0 and CRM 2011. In CRM 2011 for Outlook, the navigation pane is very similar to the CRM 4.0 Outlook c

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    • What’s New in Dynamics CRM 2011 Opportunities

      Roshan Mehta, 13 February 2011

      Opportunities are used in Dynamics CRM to store information about a potential sale to a customer. This blog will outline the improvements made in Dynamics CRM 2011 when working with Opportunity records. Firstly, let’s see what’s “old” when using Opportunities in Dynamics CRM 4.0. In Dynamics CRM 4.

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    • Dynamics CRM 2011 for Outlook - The Ribbon

      Roshan Mehta, 21 February 2011

      Yet another change to the Dynamics CRM for Outlook user experience is the new and improved ribbon, which is now a familiar area of all modern Microsoft products. It is now much simpler to use, and also includes a whole lot of new features not available in Dynamics CRM 4.0 for Outlook. The CRM Tab F

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    • Currencies and Pricing in Microsoft Dynamics CRM 2011

      Roshan Mehta, 24 February 2011

      As a salesperson, you expect your system to be able to manage any type of pricing scenarios that may occur as you do business with your customers. Some examples include the ability to price in different currencies, as well as handle scenarios in which you need to credit a customer if they decide to

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    • A Closer Look at the Dynamics CRM 2011 Ribbon

      Roshan Mehta, 28 February 2011

      As you may or may not know, Dynamics CRM 2011 now includes a ribbon on entity forms and views, much like the ones you are used to seeing in newer versions of your favourite Microsoft Office products. The ribbon in Dynamics CRM 2011 gives a whole new definition to usability and flexibility within the

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    • Grid Improvements in Dynamics CRM 2011

      Roshan Mehta, 03 March 2011

      The grid view in Dynamics CRM 4.0 provides a nice way to view your companies CRM data. The grid view allows you to sort by columns, resize columns, search for records based on data stored in any attribute, and open up related records. The grid view can also be customized to add/remove fields, config

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    • The Getting Started Pane in Dynamics CRM 2011

      Roshan Mehta, 08 March 2011

      The Getting Started Pane in Dynamics CRM 2011 is a new and useful feature which can be used to quickly navigate to different parts of the system, as well as provide informative resources for your CRM users, so that they can quickly get up to speed with different entities. The pane is displayed for w

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    • A Closer Look at Recently Visited Items in Dynamics CRM 2011

      Roshan Mehta, 13 March 2011

      In a previous blog post, I have given you information about how Dynamics CRM 2011 improves the way we can access records. This blog mentions the new “Recently Visited” feature which displays the most recently visited records and views that you have worked with. Today, I will describe this feature in

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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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    • 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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    • 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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    • Document Management in Dynamics CRM 2011

      Roshan Mehta, 04 April 2011

                                    There has been a lot of frustration around maintaining a link between records in Dynamics CRM 4.0 and documents relating to

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    • Configuring Dynamics CRM 2011 for Document Management

      Roshan Mehta, 14 April 2011

      In my previous post, I gave you a quick overview of the new Document Management feature available in Dynamics CRM 2011. Today, I will take you through the simple process of configuring your CRM 2011 instance to integrate with SharePoint 2010. Configuring an Entity for Document Management Firstly, it

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    • Data Transfer from BCM to Dynamics CRM 2011 Online

      Roshan Mehta, 21 April 2011

      *       ** I recently had the opportunity to create a data migration tool which transfers data from Business Contact Manager 2007 to Dynamics CRM 2011 Online. Business Contact Manager 2007 is an add-on for Microsoft Office Outlook 2007 and is a system which allows

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    • Speeding up the Dynamics CRM Upgrade Process

      Roshan Mehta, 28 April 2011

      *        ** Upgrading your Dynamics CRM 4.0 implementation to Dynamics CRM 2011 requires a lot of planning, especially when your organization relies on heavy customizations, configurations, and extensions. It can be an overwhelming task for someone to go throu

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