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

Megha Kainth Blog





  • 13 May

    Creating a Site in Microsoft Dynamics CRM 2011


    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 Management’ > Click on ‘Sites’.

    Creating a Site in Microsoft Dynamics CRM 2011

    Click on New and fill up all requisite details such as Name, Address, and Time Zone. Click on Save when you finished modifying your document.

    Creating a Site in Microsoft Dynamics CRM 2011

    Once you have created the site you can add resources to it. A resource contains values such as ...

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  • 06 May

    Templates for Data Import in Microsoft Dynamics CRM 2011


    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 creating an Excel file from scratch and inserting the right information in appropriate columns to make it readable or compatible with Data Import option.

    We can utilise the functionality of Templates for Data Import by following the steps below:

    Click on Settings > Data Management > Templates for Data Import.

    Templates for Data Import in Microsoft Dynamics CRM 2011

    Select ...

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  • 25 Apr

    Install or Remove Sample Data in Microsoft Dynamics CRM 2011


    When we deploy a new organisation in Dynamics CRM 2011, the organisation does not have any data in it and if you want to play around with the system to get some hands on experience then first of all you need to enter some sample data into each record. Microsoft has made it easy for you as you can install sample data to your system with the help of few clicks and you can delete the sample data when it is not required.

    To add sample data to your CRM system you can follow the below steps:

    Click on ‘Settings’ ...

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