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

Vlad Arabajiev Blog

  • 10 Feb

    Adding Dynamic Fields from Lead/Contact E-Mail Templates to Global Templates


    In this blog post I will show you how to create a Global Email Template in Dynamics CRM 2011 and include dynamic values contained in other template types such as Lead and Contact. The Global Email Template only allows you to insert fields from the User form. This limited functionality can be eliminated, which will allow us to enjoy all the benefits of using a Global Email Template and insert any dynamic value.

    To start open your Dynamics CRM 2011 environment:

     Adding dynamic fields from Lead/Contact E-Mail templates to Global Templates

    Navigate to Settings, and click on Templates, E-mail Templates then create a New Email Template. When prompted to ...

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  • 03 Feb

    Creating Contract Templates, Contracts and Contract Lines in Dynamics CRM 2011


    In this blog we will have a look how to create Contract Templates and then Contracts. It is essential that every contract has contract line items in it. Contract lines items specify the services to be provided. Contract lines show how the customer will be priced and allotment details. Knowing how contracts work in Dynamics CRM 2011 can be very useful particularly for service oriented businesses. Start by opening CRM 2011, navigate to Settings, Templates, and Contract Templates and create new one.

     Creating Contract Templates, Contracts and Contract Lines, Dynamics CRM 2011

    Now we need to fill in the required fields, and also specify the support which will be ...

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  • 29 Jan

    How to change the name of a group in the sitemap in Dynamics CRM 2011


    In this blog I will briefly describe how to change the name of a group on the site map. I shall use more screenshots rather than explanations as I believe visual learning is also a great way to memorize how to do something and is rather quick. So let’s start with launching Dynamics CRM 2011.

    The name which we shall change is Customization located in Settings, you can change it to whatever you like I will change it to My Customizations.

    Let’s do this!

    Step 1

     How to change the name of a group in the sitemap in Dynamics CRM 2011

    Step 2

    Create a new Solution under the Settings area. Give the ...

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