• National NFP Sector Conference 2013

      Megha Kainth, 11 February 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 premier event for the sector and this year will focus on providing practical management

      Read the full article here
    • How to create E-mail Templates in Dynamics CRM 2011 using ClickDimensions

      Megha Kainth, 22 September 2012

      Microsoft Dynamics CRM 2011 has given us the flexibility to import solutions in it. In this blog post I will discuss how to create E-mail Templates in Dynamics CRM 2011 by using the features of ClickDimensions. To create an E-mail Template in Dynamics CRM 2011 navigate to Marketing > Email Market

      Read the full article here
    • Voting Buttons in Microsoft Outlook 2010

      Megha Kainth, 15 September 2012

      On every Friday evening we all staff at Magnetism get together for drinks and nibbles. Every week I need to do a member count before organising drinks for all staff members. To achieve this I use the functionality of voting buttons in MS Outlook. In this blog post I will describe how to use these vo

      Read the full article here
    • Sales Process in Dynamics CRM 2011: Invoices

      Megha Kainth, 08 September 2012

      In my previous blog post I have described how to create and fulfil Orders in Dynamics CRM 2011. In this blog post I will describe how to create Invoices in Dynamics CRM 2011. Invoice can be created from an existing order. To create an invoice from an existing order Click on Create Invoice button on

      Read the full article here
    • Sales Process in Dynamics CRM 2011: Orders

      Megha Kainth, 01 September 2012

      In my previous blog post I have described how can we create and add Products to a Quote in Dynamics CRM 2011. In this blog post I will describe how to create, fulfill, cancel and invoice Orders in Dynamics CRM 2011. We can create an Order when our Quote is accepted and customer is ready to make a pu

      Read the full article here
    • Sales Process in Dynamics CRM 2011: Quotes

      Megha Kainth, 25 August 2012

      In my previous blog post I have described how can we create Opportunities in Dynamics CRM 2011 and how can we add products to an Opportunity. In this blog post I will describe how to create Quote in Dynamics CRM 2011 and how to add existing products from an Opportunity to a Quote. To generate a Quot

      Read the full article here
    • Are you ClickDimensions Certified?

      Megha Kainth, 18 August 2012

        ClickDimensions exam measures your capability in determining how proficient you are in using their solution. I have recently attended Click Dimensions webinars and got certified for ClickDimensions. In this blog post I will share few tips to pass this exam and get certified. This exam is spec

      Read the full article here
    • Sales Process in Dynamics CRM 2011: Opportunities

      Megha Kainth, 11 August 2012

      In my previous blog post I have described how you can convert a lead to an opportunity in Dynamics CRM 2011. In this blog I will discuss how can we create opportunities in Dynamics CRM 2011 and how can we add products to an opportunity.   An opportunity is considered as prospective sale to an a

      Read the full article here
    • Sales Process in Dynamics CRM 2011

      Megha Kainth, 23 July 2012

      The Sales section in Microsoft Dynamics CRM 2011 has everything from Leads, Opportunities to Invoices. In this area you can manage your leads and customers. In this and following blog posts I will write about the sales process in Microsoft Dynamics CRM 2011.   Sales Process starts with a lead w

      Read the full article here
    • Create Campaign Responses in Dynamics CRM 2011

      Megha Kainth, 06 July 2012

      Campaign responses are a mechanism to track the record of responses which we receive for our campaigns. Once we have created a Campaign and distributed Campaign activities the next step is to track the responses from the target group members. There are four different ways to record Campaign Response

      Read the full article here
    • Microsoft Dynamics CRM 2011 – Campaign Templates

      Megha Kainth, 21 June 2012

      In this blog post I will elaborate about the attributes of Campaign Template in Dynamics CRM 2011. You can create Campaign templates to follow the same method in related campaigns. You can follow the two methods mentioned below to create a Campaign Template: 1) Create a new blank Campaign Template:

      Read the full article here
    • Sales Territories in Dynamics CRM 2011

      Megha Kainth, 07 June 2012

      By using ‘Sales Territories’ functionality in Microsoft Dynamics CRM 2011, we can group users into one territory with a common manager for a specific territory. In this blog post I will discuss how to create Sales Territories in Dynamics CRM 2011. To create sales territories Click on &ls

      Read the full article here
    • Create a Phone Activity Icon on Task Bar by using Dynamics CRM 2011

      Megha Kainth, 02 June 2012

      As a part of your job responsibilities, you might be responsible of answering phone call for your organization on behalf of your colleagues. By using Dynamics CRM 2011 you can make this process very simple and you can easily create phone activities. First of all you need to open an activity in Dynam

      Read the full article here
    • Creating a Site in Microsoft Dynamics CRM 2011

      Megha Kainth, 12 May 2012

      As we all know Sites are the physical location where work is done. In Microsoft dynamics CRM 2011 we can assign resources to the site when scheduling a service. In this blog post I will elaborate how to create a site in Dynamics CRM 2011. Click on ‘Settings’ > Click on ‘Business

      Read the full article here
    • Templates for Data Import in Microsoft Dynamics CRM 2011

      Megha Kainth, 05 May 2012

      Whenever we want to import some data into our most commonly used applications or software, we need to feed in the data. Microsoft Dynamics CRM 2011 is such a powerful tool which has in-built functionality to create templates for Data import. In simple terms, we don’t have to worry about creati

      Read the full article here