• Goals Management – Creating a Goal using a Rollup Query

      Colin Maitland, 15 February 2013

      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 I will describe how to create a Goal to measure the progress of a Telemarketing Representativ

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    • Quickly Create Phone Call Activities in Dynamics CRM 2011 Polaris

      Roshan Mehta, 14 February 2013

      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 have heard from clients first-hand about the annoyance of multiple clicks and pop-ups when creati

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    • CRM 2011 - A Sandbox Host is Not Available

      Gayan Perera, 13 February 2013

      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)  Sandbox Host: XYZ  Reason: System.ServiceModel.EndpointNotFoundException: Could no

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    • CRM 2011 Rollup 12 (Polaris) Process Form Sub-Grid Limit

      Paul Nieuwelaar, 12 February 2013

      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 records, click here’ message appearing. Unfortunately, while this limit has been removed for

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    • 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

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    • Introduction of New Software is Not Easy

      John Eccles, 10 February 2013

      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 against you! I recently read a quote from Bill Bryson which says it all.  In A S

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    • Goals Management in Dynamics CRM 2011 – Creating a Goal

      Colin Maitland, 08 February 2013

      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 Metric. The following screenshots show the location of Goals on the Site Map in Microsoft CRM 2011.

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    • Dynamics CRM 2011 UR12 – Toggle Bing Maps Integration

      Roshan Mehta, 07 February 2013

      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 process-driven forms with single-click access to the Bing Maps website for a better user experienc

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    • What is Content Marketing and why should your business be doing it?

      Richard Penny, 06 February 2013

      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 attempted to cover some of the fundamentals of Content Marketing and to explain why, when combined

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    • Detect Browser Dynamics CRM 2011 Rollup 12 the Microsoft way

      Paul Nieuwelaar, 05 February 2013

      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 using. There are several different ways to detect a user’s browser with JavaScript, but I wan

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    • Filter N:N Add Existing Lookup Dynamics CRM 2011 Rollup 12

      Paul Nieuwelaar, 04 February 2013

      Daniel Cai blogged about how to filter the Add Existing lookup for N:N relationships, however with the introduction of rollup 12, the method for filtering the add existing lookup has changed slightly. I’ve used the code from Daniels blog post, and made the necessary modifications to make it wo

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    • CRM 2011 Rollup 12 (Polaris) Process Driven Forms Editable?

      Paul Nieuwelaar, 03 February 2013

      With the anticipated release of Dynamics CRM 2011 Rollup 12 (Polaris) and the new Process Driven Forms for Leads, Contacts, Accounts etc, one of the biggest questions was “are they going to be editable?”. The new ‘Windows 8-style UI’ looks awesome, but how flexible is it to x

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    • How to Save Process Form Dynamics CRM 2011 Rollup 12 Polaris

      Paul Nieuwelaar, 01 February 2013

      One of the first things you notice when looking at the new process forms for Dynamics CRM 2011 rollup 12/Polaris is that there is no more ribbon like we have with the classic forms. Because there is no ribbon, it means we lose the ‘save’, ‘save and new’, and ‘save and c

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    • Automatically Activate Processes in CRM 2011 Rollup 12

      Roshan Mehta, 31 January 2013

      Any CRM developer or customizer will know that when you deploy a managed solution, you need to make sure you tick the box that says Activate any processes and enable any SDK message processing steps included in the solution. Without this step, you run the risk of having unpublished workflows and ina

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    • Dynamics CRM 2011 Rollup 12 (Polaris) Disable Process Forms

      Paul Nieuwelaar, 30 January 2013

      With Dynamics CRM 2011 Rollup 12/Polaris, we now have a completely new Form UI for Contacts, Opportunities, Leads, Accounts, and Cases. For new customers who have not experienced Dynamics CRM ‘classic’ mode, this will be fine as they don’t have to unlearn everything about the class

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