• Microsoft Dynamics CRM 2013 – Configuring and using Click-to-Call with Lync

      Colin Maitland, 22 December 2013

      Microsoft Dynamics CRM 2013 provides Click-to-Call functionality that enables you to automatically dial Phone and Mobile Numbers and Skype Addresses from Microsoft Dynamics CRM and also assists you to create a record of your attempted or completed call in Microsoft Dynamics CRM. This functionali

      Read the full article here
    • Microsoft Dynamics CRM 2013 Business Rules – Customisation or Configuration?

      Colin Maitland, 18 December 2013

      In Microsoft Dynamics CRM 2013 new functionality to enable the addition of Business Logic to entity specific forms using Business Rules has been added. In this blog I will consider whether Business Rules should be regarded as a customisation or as a configuration task. The use Business Rules is

      Read the full article here
    • Microsoft Dynamics CRM 2013 Upgrade Customisations

      Colin Maitland, 17 December 2013

      When upgrading to Microsoft Dynamics CRM 2013 you may like to consider completing some minimum customisations as a part of the upgrade in order to enhance your users’ experience. In this blog I will describe six customisations that I recommend. Site Map In Microsoft Dynamics CRM 2013 the Sit

      Read the full article here
    • Microsoft Dynamics CRM 2013 Mail Merge

      Colin Maitland, 16 December 2013

      In Microsoft Dynamics CRM 2013 the locations from where users can complete a Mail Merge are slightly fewer than what they were in Microsoft Dynamics CRM 2011. In particular Mail Merges cannot be directly completed from Views and Forms as was the case in Microsoft Dynamics CRM 2011. In this blog I

      Read the full article here
    • Microsoft Dynamics CRM – CRM Usage Tool

      Colin Maitland, 18 November 2013

      Are your users using Microsoft Dynamics CRM? In our previous blog by John Eccles he mentioned the CRM Usage Tool that we have recently developed. This tool monitors and provides information on Users use of Microsoft Dynamics CRM. Several of our customers, as well as us, have found the information

      Read the full article here
    • Microsoft Dynamics CRM 2013 – Global Quick Create and Quick Create Forms

      Colin Maitland, 10 November 2013

      Microsoft Dynamics CRM 2013 has introduced the Global Quick Create functionality and Quick Create forms that allow you to quickly create designated types of records from any location in Microsoft Dynamics CRM. In this blog I will briefly describe this functionality. The Global Quick Create button

      Read the full article here
    • Changes to the Location of Reports in Microsoft Dynamics CRM 2013

      Colin Maitland, 07 November 2013

      In Microsoft Dynamics CRM 2011 reports may be accessed from the My Work area on the Site Map, from the Run Report button on View and Form Ribbon Bars. In Microsoft Dynamics CRM 2013 several changes have been made that affect the location from which reports may be accessed. The first change relates

      Read the full article here
    • Microsoft Dynamics CRM 2013 Upgrade – Form Header - Header Tile Conditions

      Colin Maitland, 05 November 2013

      When upgrading your customised forms from Microsoft Dynamics CRM 2011 to Microsoft Dynamics CRM 2013 one of the considerations is the number and type of items that are displayed in the Form Header of the upgraded forms and the style resultantly selected by Microsoft Dynamics CRM for the display of t

      Read the full article here
    • Adding Ready-To-Use Business Process Flows to Microsoft Dynamics CRM 2013

      Colin Maitland, 03 November 2013

      In this blog I will provide a list of the ready-to-use Business Process Flows that have been provided by Microsoft and how these may be added to and activated in your Microsoft Dynamics CRM 2013 organisation. The following list of ready-to-use Business Process Flows has been copied from the Micros

      Read the full article here
    • Translating Address Fields in Dynamics Microsoft CRM 2013

      Colin Maitland, 28 October 2013

      With the release of Microsoft Dynamics CRM 2013 a new composite address field and related composite address control for displaying and editing addresses has been added to Accounts, Addresses, Competitors, Contacts, Invoices, Leads, Orders, Quotes and Users. A composite address field has not been add

      Read the full article here
    • Deduplication of Data during Import using Data Import Wizard and Duplicate Detection Rules

      Colin Maitland, 04 August 2013

      When using the Data Import Wizard in Microsoft Dynamics CRM 2011, duplicate detection rules may be used to deduplicate data during the data import. In this blog I will describe how this may be done. The following two screenshots show a sample combined set of Contacts and Accounts to be imported. Th

      Read the full article here
    • Installing an Organisation Trial of CWR Mobile CRM for a Microsoft Dynamics CRM Online Organisation

      Colin Maitland, 01 August 2013

      CWR Mobility are leaders in the Microsoft Dynamics CRM Mobile Client market. Magnetism is CWR Mobility Certified partner.      For evaluation purposes there are two types of free 30-day trials provided by CWR Mobility. These are:  • Personal Trial: Allows you to t

      Read the full article here
    • Microsoft Dynamics CRM 2011 Communications Preferences

      Colin Maitland, 28 July 2013

      The Lead, Contact and Account entities in Microsoft Dynamics CRM 2011 provide options that affect whether or not communications, such as E-mails, may be sent from Microsoft Dynamics CRM for these types of records.   In this blog I will provide a list which methods, in Microsoft Dynamics CRM 201

      Read the full article here
    • Quick Find Record Limits – Search Results May Be Limited to 10,000 instead 50,000 Records

      Colin Maitland, 25 July 2013

      In this blog I will briefly describe the Quick Find functionality in Microsoft Dynamics CRM 2011 and will conclude with a brief description of the Enable Quick Find Record Limits option.  The Quick Find functionality in Microsoft Dynamics CRM 2011 allows users to quickly and easily search for m

      Read the full article here
    • ISV Extension Privilege Required To Display Renamed Information Form Navigation Pane Group Headings

      Colin Maitland, 22 July 2013

      When customising forms in Microsoft Dynamics CRM 2011 it is possible to customise the Information Form Navigation Pane.    One way on which the Navigation Pane may be customised is to rename the Group Names. This is sometimes desirable because it not possible to remove these groups or to a

      Read the full article here