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    Keep up with the latest and greatest news, events and knowledge from the Magnetism team.

Cindy Cator Blog





  • 22 Mar

    Using Advanced Find to List all the Microsoft CRM E-mail Records with Unresolved E-mail Addresses


    Without reinventing the wheel I stumbled across this useful information to assist users/administrators when cleaning up their CRM records
    Microsoft Dynamics CRM Email records can contain unresolved email addresses especially those from Microsoft CRM Outlook Client "Track in CRM" emails.

    This is due to the typical Microsoft Outlook Email containing email addresses that are not related to any existing CRM Users, Accounts, Contacts, Leads at the time of being "tracked" in CRM.
    Here is a screen shot of a sample CRM email with unresolved email:

    So how do we find all the Microsoft CRM e-mail records with unresolved email addresses ...

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  • 15 Mar

    Getting Things Done


    Ever felt stuck, unproductive or simply just out of control, struggling to keep up with LIFE?

    Well I certainly felt that I needed to get some sort of structure in both my personal and professional life.


    The problem is when you’re so overwhelmed and busy running from A to B with daily stuff; you have no idea where to start.

    …………..until I listened to David Allen’s audio book “Getting things done fast”!
    What a fascinating concept!

    Any project big or small, personal or work related?
    The fundamental process of this book is:

    1. What is the successful outcome? (big picture) ...

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  • 08 Mar

    Dynamics CRM Sales Automation


    How many businesses have CRM implemented, but are not using it to its full potential? Take the first part of the sales component of Dynamics CRM for instance; is it setup to give you the information you need to make informed decisions to deliver your sales strategy?

    By using workflows you can automate your lead distribution process. The system intelligently filters your leads and automatically assigns them to a sales person as tasks, leads can also be assigned to marketing lists for future campaigns. Even with repeatable processes, your sales people can’t be successful without a 360 degree view of ...

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