Siddhartha Rai is the Program Manager for Business Intelligence within Microsoft Dynamics CRM 2011. He helped design and build one of the most exciting new features areas in Microsoft Dynamics CRM 2011: Inline Data Visualization. This introduces a new generation of dashboards that can be built by line managers on the fly and used to drill through their data."
If you ever had to manually synch up the values in a similar picklist on two different entity forms in CRM 4.0, you will like global option sets in CRM 2011. If you ever had to do it for three picklists on three entity forms in CRM 4.0 you will LOVE global option sets in CRM 2011.
Goal management allows organizations to track individual, team, and organizational progress toward specific goals.
Goal Management feature is provided using two record types:
How to rename button in CRM 2011?
Create a solution add the entity what you want and export it and extract it xml designer.
Then navigate into the location RibbonDiffXml next add the customaction tag by specifying id and location and sequence.
Next add button by specifying the id, command, sequence, Alt, label text, image 16 and 32, templatealias, tooltip title and description under the tag CommandUIDefinition>
Next define the template with lable, tooltip text, description.
CRM 2011 Relationships and Filtered Lookups
Dynamics CRM 2011 - Driving Sales Productivity
Demonstration of how Microsoft Dynamics CRM 2011 can be used to drive sales productivity.
Goal Management is one of the great new features in CRM 2011, but like a lot of great new features...it's got a bit of a learning curve! One question I get a lot is how do goal criteria work, and in particular, when do you need to use a rollup query. That's the topic of this recording.
Dynamics CRM 2011 1:N Relationships and Filtered Lookups