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Detect Browser Dynamics CRM 2011 Rollup 12 the Microsoft way
With the introduction of cross-browser support for Dynamics CRM 2011 in rollup 12, developers are now faced with having to make their custom JavaScript compatible with all browsers that users might be...
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What is Content Marketing and why should your business be doing it?
Content Marketing has been the talk of "Marketing Town" for some time now, however for many businesses it is still quite unclear exactly what it is, and why they should be doing it. In this post I have...
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Dynamics CRM 2011 UR12 – Toggle Bing Maps Integration
Previously I took you through the new Bing Maps integration as part of Microsoft Dynamics CRM 2011 update rollup 12. This feature gives users a quick view into the location of their customers from...
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Goals Management in Dynamics CRM 2011 – Creating a Goal
In my previous blog I described how to create a Telemarketing Appointments and a Sales Appointments Goal Metric. In this blog I will describe how to create a Goal that uses the Sales Appointments Goal...
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Introduction of New Software is Not Easy
Introduction of a new software system such as Dynamics CRM involves change and that change must be initiated, agreed, planned and managed. But making change happen is not easy. Human nature is stacked...
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National NFP Sector Conference 2013
Magnetism is excited to be attending and exhibiting at the upcoming National NFP Sector Conference 2013 in Wellington on 19/20th of February and we would love to see you there! This conference is the...
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CRM 2011 Rollup 12 (Polaris) Process Form Sub-Grid Limit
In a recent blog post of mine, I explained how the sub-grid limit for Rollup 12 has now been removed , and that all sub-grids on the form will load by default without the message ‘To load Account...
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CRM 2011 - A Sandbox Host is Not Available
Production environments have hardened security. If you’ve recently installed CRM on one of these environments you might come across this error: A Sandbox Host is not available Source: w3wp.exe (3940)...
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Quickly Create Phone Call Activities in Dynamics CRM 2011 Rollup 12
I have previously blogged about the great new Skype Integration as part of Dynamics CRM 2011 Rollup 12 and realized that I was missing a very important feature of the integration. In older versions of...
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Quickly Create Phone Call Activities in Dynamics CRM 2011 Polaris
I have previously blogged about the great new Skype Integration as part of Dynamics CRM 2011 and realized that I was missing a very important feature of the integration. In older versions of CRM, I...
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Goals Management – Creating a Goal using a Rollup Query
In my previous blog I described how to create a Goal to measure the progress of Sales Representatives in completing Appointments organised on their behalf by Telemarketing Representatives. In this blog...
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Dynamics CRM 2011 Metadata Browser
The latest version of the Microsoft Dynamics CRM 2011 SDK (v 5.0.13) ships with a revamped metadata browser which allows you to get a quick glance into the customizations and configurations implemented...
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Setting up a free 30-day trial of the Polaris Release of Microsoft Dynamics...
The Polaris release of Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online was recently released. The Polaris release web application supports multiple web browsers and operating systems. A...
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What is Polaris and Rollup 12 in Dynamics CRM 2011
First of all, Rollup 12 and Polaris are not the same thing. Polaris is the codename for the December 2012 Q4 release of Dynamics CRM 2011 Online. Rollup 12 is available for On-Premise customers, which...
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How to Add Autocomplete Functionality to CRM 2011 Fields
This is an unsupported customization. To implement the autocomplete functionality you’ll need the following: 1. jQuery (latest version) 2. jQuery Autocomplete 3. A custom javascript web resource – See...
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Dynamics CRM 2011 Online – Custom Workflow Activities!
The ability to create custom workflow activities and register them with CRM 2011 online has been a feature not previously supported in CRM due to security limitations. The release of Microsoft Dynamics...
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Setting up a free 30-day trial of the Polaris Release of Microsoft Dynamics...
In my previous blog I provided instructions on how to setup a 30-day free trial of Microsoft Dynamics CRM 2011. In this blog I will provide instructions on how to configure some of your Personal...
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CRM 2011 – Case Management Phone Support
As we’ve seen with the recent release of Microsoft Dynamics CRM 2011 Rollup 12, the process-driven user interface and new integrations make everyday use quick and easy. One of the added features of the...
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What is the difference between a Business Analyst and a Functional Consultant?
I was recently asked “What is the difference between a Business Analyst (BA) and a Functional Consultant?” and I had to think about how to answer…..because I was sure they were different but I wasn’t...
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Setting up a free 30-day trial of the Polaris Release of Microsoft Dynamics...
In my first blog in in this series I described how you can setup a free 30-day trial of Microsoft Dynamics CRM 2011 Online. I described how to configure some Personal Options and System Settings in...
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