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

Enabling Invoice Product as a Template Option in DocumentsCorePack

Sarah Coleman, 29 November 2020

My blog today covers a fringe case that we came across recently with one of our clients who needed to create a DocumentsCorePack (DCP) template on an invoice product record.By default, invoice product, quote product and opportunity product are not available to select when creating a new template or
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Convert pdf documents and email them from any record type, with Dynamics 365

Sarah Coleman, 05 October 2020

In the Wave 2, 2020 Dynamics 365 release, my favourite new feature is the ability to convert pdf documents and email them from any record type you like, even custom records. Over the last decade of working with Dynamics 365 and its previous versions, I’ve seen a variety of solutions introduced to a
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Efficient Contract Management with E-Signatures

Sarah Coleman, 11 May 2020

With most of New Zealand working from home at the moment I’ve been thinking about the challenges of keeping contract management and project approvals ticking along. Currently New Zealand businesses will be facing constraints of people not being physically in the same room, not all contract signers/a
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Beat the Bloat: Assessing your Dynamics 365 Data Storage

Sarah Coleman, 26 August 2019

Is your D365 instance getting a bit bloated? This blog will take you through how to find out which entity tables are the biggest offenders and will give you some ideas on how to trim some excess storage or prevent it accumulating in the first place.These days, to find your company’s D365 data
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Creating Entity Specific Interactive Dashboards in the Unified Interface

Sarah Coleman, 30 July 2019

There are several entity-specific dashboards included in the Sales and Customer Service hubs in the unified interface; you’ll find them on records like accounts, leads, opportunities and cases. But if these don’t meet your requirements, it is straightforward to create your own – either for cus
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Formatting Dates in DocumentsCorePack Templates

Sarah Coleman, 10 July 2019

Have you ever wondered how to change the format of a date that is merged into a DocumentsCorePack template? There are plenty of formatting options at your fingertips - read on to learn how to go beyond the standard dd/MM/yyyy format.After inserting a date merge field into your DocumentsCorePac
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Features of Email Marketing with ClickDimensions

Sarah Coleman, 21 May 2019

ClickDimensions Email Marketing contains some great features which allow marketers to create effective emails and complex campaigns. At the time of writing this blog, the components outlined below are not yet available in Dynamics 365 for Marketing.Split (A/B) testingThis feature enables marketers t
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