• Dynamics CRM 4.0 Workflows calling itself (Recursive)

      Simon Phillips, 17 August 2010

      Just the other day while helping a colleague, I discovered something very cool you can do with workflows that I didn’t know was possible. A child workflow can call itself (Can set the workflow to start again) and place itself into a loop - an infinite loop if you are not careful. Knowing this you ca

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    • Microsoft Silverlight the next step for Dynamics CRM 4.0

      Simon Phillips, 26 August 2010

      Microsoft Silverlight is a web application framework that provides functionalities of integrating multimedia, graphics, animations and interactivity into a single runtime environment. This application is becoming a big thing in the developer’s world, particularly with the recent release of the Silve

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    • PDF Tool, How to send a Report via Email

      Simon Phillips, 14 September 2010

      Do you have a need to automate creating the PDF of a report and sending it to a client or user of Dynamics CRM? If your answer is yes, then the tool I am about to explain is perfect for you. Magnetism’s PDF tool will allow you to create a workflow that will attach a PDF copy of the report to an emai

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    • The change from Workflows to Processes in CRM 2011

      Simon Phillips, 21 September 2010

      In the new Dynamics CRM 2011 we no longer have the concept of workflows but processes. And with these processes you have 2 different options to pick from a “Process” or a “Dialog”. Now thanks to Wikipedia I have the definitions of both of them. Process: Process or processing typically

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    • How to make a Dynamics CRM field always appear as a Footer at the bottom of a Form

      Simon Phillips, 07 September 2010

      Just the other day, while adding some lengthy, complex java script to a form, I came across what I thought was a problem. I did end up fixing this problem but it wasn’t until I showed a few work colleagues that I realised that it wasn’t so much a problem but rather a cool feature if you are in the n

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    • How to connect a Silverlight Project to Dynamics CRM 4.0

      Simon Phillips, 31 August 2010

      As I have been working a lot with Microsoft Silverlight lately, in this post I am going to explain how to connect a Silverlight project into Dynamics CRM 4.0. For the sake of this post I just created a simple ‘Hello World’ Silverlight project to demonstrate to you how to get this project to display

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    • Microsoft Dynamics CRM to Xero Connector

      Simon Phillips, 05 October 2010

      Do you use Dynamics CRM and Xero? If you do, you are most likely fed up of having to enter data twice in both systems taking up precious time and leaving a margin for error. Maybe you have just Dynamics CRM but wish you could track invoicing and customer payments better than Dynamics CRM does alone

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    • Microsoft Dynamics CRM 2011 Dashboarding 101

      Simon Phillips, 12 October 2010

      In Dynamics CRM 2011 out of the box they are allowing creation of Dashboards. They have made the creation of them really user friendly and easy which is why they are allowing users to create dashboards on the fly as they see them to need one. In Dynamics CRM 2011 they supply seven generic dashboards

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    • Microsoft Dynamics CRM 2011 Web Resources – Your New Best Friend!

      Simon Phillips, 19 October 2010

      With the idea of solutions in Dynamics CRM 2011, Web Resources will now be your new best friend. Web Resources allows you to save a whole list of different things right into the solution itself, saving a lot of hassle in trying to get access to the server the Dynamics CRM system is running on. Or if

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    • Microsoft Dynamics CRM 2011 Pin Views and Records

      Simon Phillips, 26 October 2010

      Do you have a record or view in Dynamics CRM that you use every day? Are you sick of navigating to that view or having to manually find that record you are after? Well in Dynamics CRM 2011 all these issues have been solved with the ability to pin views and records - Like having your own built in fav

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    • Auditing in Microsoft Dynamics CRM 2011

      Simon Phillips, 09 November 2010

      For how long have you wanted to have entities or even singular or multiple fields on a form audited without having it just stored in the notes? Or have a custom entity built and a plugin or workflow to create new records to create an audit history? Well now your wait is over because CRM 2011 is prov

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    • Dynamics CRM 2011 New & Improved Queues

      Simon Phillips, 16 November 2010

      Queues were a very productive way to organise and assign work to people but unfortunately in CRM 4.0 you could only assign Cases to a queue, and if you had a team of people who could solve or who all work on the same things at the same time you had to go and share the record with them for them to be

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    • CRM 2011 Visio Stencil Set Part 1

      Simon Phillips, 23 November 2010

      How would you like to be able to go to a customer with what all the forms in CRM 2011 will look like after it is all completed without even going onto CRM 2011 itself? Sounds too good to be true you think - well it’s not. I bet you all remember the CRM 4.0 Visio Stencil set. Well now that CRM 2011 h

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    • Dynamics CRM 2011 Visio Stencil Set Part 2

      Simon Phillips, 30 November 2010

      As you read in my first blog I am in the process of creating a Visio stencil set for the new Dynamics CRM 2011. So far, all I have showed you what the fields will look like. In this post I am going to show you a more in-depth look into how they will function. I have added in the ability to adjust an

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    • Microsoft Dynamics CRM 2011 Visio Stencil Set - Part 3

      Simon Phillips, 07 December 2010

      If you have read my other 2 blogs you will know that I am currently building a Dynamics CRM 2011 Visio Stencil Set. You will also know all about the features and controls that I have added to all the different field types that I have already built. In this blog I am going to explain what else I have

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