• Creating Two Dimensional Barcodes for Courier Post Labels

      Roshan Mehta, 26 September 2010

      Two-dimensional barcodes? What are they? That’s exactly what I thought when I first came across them. I had an idea that there were different barcode standards, but when I think of barcodes I usually think of a series of vertical black lines. Two dimensional barcodes come in different shapes such a

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    • Microsoft Dynamics CRM 4.0 to Bing Maps Integration – Improving the User Experience

      Roshan Mehta, 16 September 2010

      In my last post, I showed you a great way to display the driving directions between two addresses in a Dynamics CRM iFrame, and also pull through the total distance and estimated time values. Although this is a powerful method of integrating the two Microsoft systems, there is always a way in which

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    • Automatically Refreshing Microsoft Dynamics CRM 4.0 Forms from Custom Pages

      Roshan Mehta, 02 September 2010

      I recently created a custom ASPX page for the Opportunity entity in Microsoft Dynamics CRM 4.0. The logic behind this custom page is to allow a Dynamics CRM user to add products to the Opportunity, and click a button which would create the Opportunity Product records, and then close the Opportunity

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    • Using Sub-Grids in Microsoft Dynamics CRM 2011

      Roshan Mehta, 07 October 2010

      I have been using Microsoft Dynamics CRM 2011 for only two days now and man do I love it! The customization features have improved so much that I can’t wait to start using it full time. One thing I particularly like is the new sub-grid feature which can be added to any entity form. Now what is a sub

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    • Microsoft Dynamics CRM 4.0 and Direct Payment Systems – PX Pay

      Roshan Mehta, 10 October 2010

      Direct Payment Systems (or DPS for short) is an online service which allows you to build custom applications that involve secure credit card transactions. I have had the chance to build custom web forms inside Microsoft Dynamics CRM 4.0 which use two different types of DPS services - PX Pay and PX P

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    • Microsoft Dynamics CRM 4.0 and Direct Payment Systems – PX Post

      Roshan Mehta, 21 October 2010

      In my previous post, I showed you how Microsoft Dynamics CRM 4.0 can be integrated with PX Pay – a credit card transaction processing service provided by Direct Payment Systems. In this blog, I will describe how you can use an alternative method to handle your online purchasing needs. PX Post is des

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    • Tweet it, Like it, Digg it?

      Roshan Mehta, 28 October 2010

      Social networking has become a huge part of our everyday lives, whether it is to connect with friends, share new ideas, or promote an organization that we are part of.  At Magnetism, we believe that using social networking is a great way to spread the word of Microsoft Dynamics CRM and share ti

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    • Reducing Data Entry Requirements through Microsoft Dynamics CRM 4.0 Plug-ins

      Roshan Mehta, 04 November 2010

      Let’s face it. Nobody really likes to enter huge amounts of data into any system. Some companies have crazy data entry requirements that could potentially make staff lazy which leads to dirty data being entered into form fields. With the power of Microsoft Dynamics CRM 4.0 customizations and plug-in

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    • Accessing Records in Microsoft Dynamics CRM 2011

      Roshan Mehta, 11 November 2010

      Traditionally in Dynamics CRM 4.0, users can access records of any entity from any of the system or custom views (assuming they have the correct privileges). Although this is highly useful when working with tools such as Advanced Find, it still takes a few clicks to get to the record you want to vie

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    • Recurring Credit Card Billing with DPS and Microsoft Dynamics CRM 4.0

      Roshan Mehta, 18 November 2010

      You may already know that Dynamics CRM 4.0 greatly improves productivity for businesses in any industry. One way that this is achieved is through the use of workflows, which allow you to automate business processes, saving you time and money. This post will focus on the idea of “automation”, but in

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    • The Business Benefits of using Twitter

      Roshan Mehta, 25 November 2010

      Twitter, tweet, retweet, direct tweet, follow, followers. These are some of the words you may be familiar with if you are an active user of the Twitter social networking service. But what is Twitter and how can it help my business?  * When Twitter first launched, I saw people tweeting things li

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    • Option Sets in Microsoft Dynamics CRM 2011

      Roshan Mehta, 02 December 2010

      Microsoft Dynamics CRM 4.0 allows you to create custom drop-down list attributes known as Picklists. These are great for capturing data in a single attribute that can take one of many possible values. However, the disadvantage of Picklist attributes in Dynamics CRM 4.0 is that they can only be used

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    • Intelligent Dashboards in Microsoft Dynamics CRM 2011

      Roshan Mehta, 09 December 2010

      I have spoken to many Dynamics CRM users who wish to utilize some kind of dashboarding feature within their CRM implementation. With CRM 4.0, this can be achieved using the charting capabilities of SQL reporting. Although this this is a nice way for a business to display a graphical representation o

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    • What are Connections in CRM 2011?

      Roshan Mehta, 16 December 2010

      Dynamics CRM 4.0 has a very useful feature known as Relationships which allow you to link Accounts, Contacts, and Opportunities with each other using a set of defined relationship roles. However, the limitation of only being able to define relationships between these three entities can be problemati

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    • The Business Benefits of using Facebook

      Roshan Mehta, 30 December 2010

      How many times have you logged into Facebook today? Let’s face it, it’s everywhere!  It’s even on the bottom of this page! Facebook has grown into more than just a way to connect with friends – it is now a great way for individuals, groups, and businesses to share content and connect with each

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