• 80003A Workflow in Microsoft Dynamics CRM 4.0

      Simon Phillips, 13 February 2010

      Hi my name is Simon I recently left school and started an internship specialising in Dynamics CRM, keen to build my knowledge after completing the applications course of CRM i decided to take the workflow course which is a more in depth course that shows you how to create complex workflows. They ca

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    • NZify CRM 4.0

      Simon Phillips, 20 April 2010

      Lately with a lot of the implementations we have been doing they have all needed the same initial customizations to make the system fit more with New Zealand. So I went and made up some customizations that made CRM fit more with New Zealand you can find the Word Document with all the customizations

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    • Data Migration Manager Vs. Data Import Wizard

      Simon Phillips, 27 April 2010

      Task Import Data Wizard Data Migration Manager Bring data into more than 50 Microsoft Dynamics CRM record types Yes (All users with appropriate permissions can import data.) Yes (Only the system administrator can migrate data.) Bring data into custom record types and attributes Yes Yes Us

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    • Microsoft Dynamics CRM 4.0 Demonstration Tools

      Simon Phillips, 18 May 2010

      I was having a look at this programme the other day and was having some trouble to even get it connected to CRM let alone use it, so after some web surfing with no success, so I decided to get some expert advice about how to get this connected and so after a few fix ups in the connection details an

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    • Microsoft Dynamics CRM 4.0 Resource Center

      Simon Phillips, 25 May 2010

      The resource center which is available out of the box with Microsoft Dynamics CRM 4.0 is more helpful then a lot of people realise, there are a lot of helpful tips, tricks and videos to help you get started using CRM. There are 5 main areas in the resource center; Highlights, Sales, Marketing, Servi

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    • Defining a Lookup box in Dynamics CRM 4.0

      Simon Phillips, 20 July 2010

      Have you ever found the need on an activity (or any other entity for that matter) to filter the look up box options to show different entities or to default to a set entity (as it normally displays in alphabetical order making account the usual first choice)? After several requests from customers t

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    • Pulling Data from a Related Entity in CRM 4

      Simon Phillips, 13 July 2010

      Have you ever wanted to get data from another form and display it on the current form? Just the other day I was required to do this exact thing. After looking on the internet and also asking a few colleagues how this was possible I had acquired a few different ways. The first option was just a mamm

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    • How to Create a Dashboard in Dynamics CRM 4.0

      Simon Phillips, 06 July 2010

      In my past blogs I explained how to create a custom report that is more visually pleasing and then add it to CRM as a dashboard. I would now like to take this a bit further to explain some more changes we can make to the report, how to filter the data before we place it onto a chart and some other c

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    • Styles for a Custom Report

      Simon Phillips, 22 June 2010

      In my previous blog I showed you the basics of creating a custom report, if you have not read this or watched the video I suggest that you do that first. This blog I am going to show you all the other cool little things that you can do to customize the report more. The first thing you should know i

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    • Creating a Custom Report for Dynamics CRM 4

      Simon Phillips, 15 June 2010

      Lately I have been working a lot on custom reports and learning a lot about SQL reporting - how to use it and how it can work for you. I have found that it is not as hard as I thought it would be and actually found it rather fun to do. So in this blog I am going to explain some of the things you wil

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    • Event Management Accelerator

      Simon Phillips, 01 June 2010

      The Event Management Accelerator is a way for you to organise and keep in control of all your events and make sure that nothing is left undone, and no one is left unorganised. The install of this accelerator is not exactly easy, but if you follow the installation video you will get there in the end.

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    • 8912A Customization and Configuration in Microsoft Dynamics CRM

      Simon Phillips, 17 February 2010

      How many of you just wish you could change that one thing in CRM that is bugging you without annoying or bugging the admin or have to get an expert in to do an easy fix job? Well this course is the one for you it teaches you all you need to know about customizing your CRM from editing or creating an

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    • Dynamics CRM 4.0 - How to Swap an Image in a Report based on a field in a Data Table

      Simon Phillips, 27 July 2010

      Have you ever had the need to dynamically change an image on a SQL report based on a field on the form? Just recently I had to try and make this functionality work. The code to do this is fairly basic although it wasn’t until I went to view the report where I ran into some trouble. With SQL you cann

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    • How to make history appear on an entity

      Simon Phillips, 03 August 2010

      As a lot of people know it is possible to make related entities appear on the current form through an iFrame and using some JavaScript to load the grid in the form. For those of you who don’t know how this is done; 1. Create an iFrame on the entity you what to display it on. 2. Give it an appropriat

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    • How to add both Text and Data fields in a Textbox or Table Cell in Microsoft Dynamics CRM 4.0

      Simon Phillips, 11 August 2010

      With SQL reporting, it isn’t always sufficient to be able to just place data fields on to the report. Sometimes, you need to add what is being displayed on the report; you may want to display that data inside of a sentence or part of another word. I came across the need for this when creating a repo

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