• Dynamics CRM 2011 – Partner vs Vendor: Let’s Play Together

      Jaime Smith, 21 March 2013

      There is the old adage “no one cares what or how much you know, until they know how much you care”, it seems like a fluffy statement but it is pertinent to all human engagement - in my experience, it underpins any successful partnership! I am not talking about us being recognised as thei

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    • What is the difference between a Business Analyst and a Functional Consultant?

      Jaime Smith, 25 February 2013

      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 quite sure how to explain it. According to the IIBA1, a BA is any person wh

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    • Dynamics CRM 2011: Prevention is better than Cure

      Jaime Smith, 19 October 2012

      Implementing a new technology into your business brings significant change and cost to the organisation.  How can you ensure that the software you have chosen is the best fit and offers the best return on investment?  As the old saying goes…”prevention is better than cure&rdq

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    • DYNAMICS CRM 2011: Our Team Day Out

      Jaime Smith, 09 November 2012

      Earlier this month Team Magnetism had an outing to a beautiful beach in the North Island.  It was a fantastic day of team building and vision setting for the coming year. As some of you may be aware, over the past month there have been changes at Magnetism. However, change can be tough on e

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    • Dynamics CRM 2011: Lessons Learned

      Jaime Smith, 15 September 2012

      Recently I had an awesome holiday in Queenstown, NZ and after perhaps a 12 year gap I tried my hand at snowboarding….it was fun and frustrating!   This photo is of me after a big tumble on the beginners slope…of all places! In reflection of the whole experience I realised that

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    • Dynamics CRM 2011: Why Magnetism…

      Jaime Smith, 01 September 2012

      I decided that this week I would take the time to recognise the hard work of my team! At Magnetism, we are consistently being recognised by the wider Dynamics community as bringing an innovative, fresh and expert approach.  This recognition does not just lie with our CEO Mark Smith gaining

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    • DYNAMICS CRM 2011: Project Management during Analysis Phase

      Jaime Smith, 24 August 2012

      I once heard that as a Project Manager I am not expected to be the expert or really do anything much other than manage the three key criteria we all know so well: time, scope and cost. This statement is good in practice, if we are practicing it consistently!  More often than not we let the

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    • Dynamics CRM 2011: Project Charter

      Jaime Smith, 17 August 2012

      Documentation is a necessary evil; as burdensome as it can be at times, it also proves immensely valuable within context.  As suppliers of a product that can be uniquely customised to client requirements we need to ensure that our customers are equipped to utilise their system to the fullest.

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    • Dynamics CRM 2011: Training

      Jaime Smith, 10 August 2012

      * Here at Magnetism we believe training is fundamental!  It is not an "IF" but rather a "WHEN" question. There are many reasons behind our dedication to training: Early Training (Analysis or even pre-sales stage) Opens up a realm of possibilities to new CRM users Creates confidence is the pr

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    • Dynamics CRM 2011 – Online Costs

      Jaime Smith, 03 August 2012

      Over the past couple of weeks I have been following up a support query for a couple of clients, with Microsoft.  There have been multiple queries about how subscription billing works online and what is and is not included in the monthly charges. As you will be aware, you can manage your subscri

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    • Dynamics CRM 2011: Creating a Personal View

      Jaime Smith, 21 July 2012

      I am taking a different path today – usually I talk all about project management and CRM implementations.  However I thought I would share how to create a personal view because I needed a new one the other day to show the pre-tax amount on quotes not just the extended amount. When I provi

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    • Dynamics CRM 2011: Project Culture…Begins in the Analysis Phase with the Project Charter

      Jaime Smith, 12 July 2012

      Earlier this year I touched on the importance of setting up the right climate or culture for your projects.  The time to start setting the scene is right at the start, during the analysis phase. It is at this point that we can bring all involved in the project into alignment and agree on the im

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    • Dynamics CRM 2011 – Solution Rollout

      Jaime Smith, 28 June 2012

      Over the last few weeks I have delved into the different types of projects and templates that SureStep provides with consideration as to how and when you would decide to use each one.  This week I am going to elaborate on how you can combine approaches to deliver a quality solution to you custo

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    • Dynamics CRM 2011 –Out with the Old, In with the New: Upgrade Considerations

      Jaime Smith, 23 June 2012

      CRM 4.0……..      TO CRM 2011…..                                     

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    • Dynamics CRM 2011 – The Agile Approach

      Jaime Smith, 09 June 2012

      Last week I reviewed Rapid, Standard and Enterprise project types, today let’s move to another popular project type in software development – AGILE. There is plenty of information all over the net about AGILE, its origins, methodology, tool etc, so as I have said previously I am looking

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