• What’s new in System Settings for Microsoft Dynamics CRM 2011?

      Simon Phillips, 02 November 2010

      Well let’s start by having a look at the layout changes there is in the Settings area.       Straight away there is some stand out differences between CRM 4.0 and CRM 2011, let me just list them for you: • Everything is split into sections like every other area. • More us

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    • Microsoft Dynamics CRM 2011 Visio Stencil Set - Part 4

      Simon Phillips, 14 December 2010

      If you have read my other 3 blogs you will know that I am currently building a 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 and side navigation items that I have already built. In this blog I am going to go over

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    • Overcoming Man’s Greatest Fear – Public Speaking

      Simon Phillips, 28 December 2010

      Public speaking or presenting is a skill that many people have a lot of trouble with, and when forced into having to make a public announcement or presentation they struggle and stumble over there words not only unable to get their message across but also feeling as though they have embarrassed them

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    • Microsoft Dynamics CRM 2011 Visio Stencil Set - Part 5

      Simon Phillips, 21 December 2010

      In all my other posts I have shown you all the elements that have been built to help you create a mock-up of what an entity will look like well now I am going to show you the whole image and what you can expect to be able to show to your customers (This may not be exactly what the final stencil look

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    • Creating Entity Dashboard Charts in CRM 2011

      Simon Phillips, 04 January 2011

      You may have read in another post I have written, that in CRM 2011 any user now has the ability to create dashboards to display all the data that they would use every day and make looking at multiple entities/records at one time easier. But this isn’t the only way that you can create a dashboard gra

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    • CRM 2011 Visio Stencil Set: The Final Product

      Simon Phillips, 11 January 2011

      Over the past few weeks I have shown you the progress that I have made in creating the CRM 2011 Visio Stencil Set which is now known as mVision, I am proud to announce that the stencils are now complete and are on sale! For full details on and about the mVision stencils visit our website, or contact

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    • CRM 2011 Dynamic JavaScript

      Simon Phillips, 21 January 2011

      With CRM 2011 all JavaScript is now saved into the solution and to write the script it now has to be included in a function - people who are used to the old way of writing JavaScript may find this difficult at first, but it does get easier. While updating some JavaScript that I had written from CRM

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    • Easily Create Relationships in CRM 2011

      Simon Phillips, 27 January 2011

      * There have been many improvements made to the customizations area in Dynamics CRM 2011. In this post I will cover two of these, first of which will be the easy creation of relationships, and the other being, once you have the relationship created, to insert a sub-grid onto the form. You will disco

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    • Editing the Side Navigation on Dynamics CRM 2011 Forms

      Simon Phillips, 01 February 2011

      Editing of the form’s side navigation is now extremely easy to do in CRM 2011, back in CRM 4.0 you had 2 different ways you could edit it. For example, if you wanted to remove a side navigation item you could either use some JavaScript or you could find the relationship in the list of them all and s

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    • Make a Text Field Function like a URL in Dynamics CRM 4.0

      Simon Phillips, 08 February 2011

      Recently, one of our customers wanted a Skype name link in their Dynamics CRM system which they could just click this and it would call this person via Skype. *  First things first I conducted some research into what the link needed to look like as this was all new to me. Quite quickly I disco

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    • Intro to Case Management with Microsoft Dynamics CRM What is it? Who should use it? Why?

      Simon Phillips, 11 February 2011

      If you and your organisation often get questions, problems, or requests from your customers - the Microsoft Dynamics CRM Case Management feature may be the answer you are searching for. With a Case Management solution built into Dynamics CRM 2011 right out of the box, there are many ways to quickly

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    • Creating a New Case in Dynamics CRM

      Simon Phillips, 15 February 2011

      In my last post I did a brief overview of the Case Management solution built into Dynamics CRM. In this post I will go over the steps to create a New Case and some tips and tricks that may help you out in the creation process of a case. There are two options available to create a Case, these are - n

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    • The Case Resolution Process in Dynamics CRM 2011

      Simon Phillips, 20 February 2011

      * As soon as a case enters the organisation it should be managed by a strict process. Microsoft Dynamics CRM 2011 helps with this. There are a few different statuses or steps in the process that a case can have. Below is the process that a case will follow: 1. A case is opened/created. When a custo

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    • Entering Notes for a Case in Dynamics CRM 2011

      Simon Phillips, 22 February 2011

      When in the process of resolving a problem that your customer may have you could find that you need to store some further information about the problem and/or the resolution of the case. Since there is no description field on the case form itself the only place left to store any information is in th

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    • Assigning, Accepting and Sharing Cases

      Simon Phillips, 01 March 2011

      After the creation of a case you then need to assign it to a user to resolve it. Cases can be assigned to a user or queue (located under workplace). After a case has been assigned to a queue, a user who is a part of the queue can accept the case to work on. Or rather than assigning to a queue for ju

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