62 Saturday, May 28, 2016 |
Msxrmtools Publisher
Publisher at Msxrmtools

Dynamics CRM 2011 Goals - Sales Goals

This will show you how to create a sales goal suitable for an individual sales rep, and then how to create a team goal. The team goal demo illustrates the important and initially confusing concept of a "Rollup Query".


Dynamics GP - MSFT Dynamics CRM Adapter

http://www.microsoft.com/erp : By utilizing the Microsoft Dynamics CRM Adapter Service, you can synchronize changes made in Dynamics CRM with other Microsoft Dynamics ERP solutions, such as Dynamics GP.

[Job] - Microsoft Dynamics CRM, India

Company: Accenture

Location: Mumbai, India

Job description

Good to have Skills-

  • Strong design and development skills.
  • Ability to design and develop flows.
  • Effectively communicates to internal and external stake-holders.

Minimum qualification : 10+5 years graduation with atleast 2.5 years of relevant experience.

Basic qualifications

Full Time Graduation

[Job] - NIIT: MS Dynamics CRM | India

NIIT Technologies Limited’s logo

Comapny: NIIT Technologies Limited

Location: Gr. Noida, India


Job description

Experience: 3 to 5 years
Work location: Gr. Noida

We prefer early joining profiles for this position

  • Minimum of 2 years of MS Dynamics experience.
  • Configure the application to meet a client's requirements using the Microsoft Dynamics CRM Customization Tool, Workflow Tool, SDK/ .Net.
  • Should be able to perform code changes through .Net: C#, ASP.Net, Java Scripts, etc. Should have knowledge of all available tables within Dynamics and how to expand on the table structure to create new entities.
  • Identify creative workarounds to meet requirements with the development of custom code 
  • Understand the functional capabilities and limitations for out of the box functionality as well as custom code
  • Create technical specifications
  • Design and integrate business processes and data flows between CRM applications and other applications.

Should have excellent communication skills

Sales Analysis

Microsoft Dynamics CRM provides a number of tools to analyze and report on sales-related information, including the following:

Lists, Views and Charts: Use for specific analysis of information.

Sales Reports: Access a number of readily available reports to help evaluate the efforts of the sales force, including sales history, sales productivity and sales forecasting.

Custom Reports: Create custom reports with the Report Wizard.

Advanced Find: Advanced Find allows users to perform complicated and comprehensive searches for all types of information, including searching for information from different types of records and viewing the combined data. The searches and results can be saved for later use.

Export to Excel: Export information to Microsoft® Office Excel® as static or dynamic worksheets and as dynamic pivot tables, and then use Excel's capabilities to manipulate the data and perform complex analyses.

Charts and Dashboards: Visualize important sales information. Charts present a visual display of information, drawing information from a specific view of a Microsoft Dynamics CRM record type. Dashboards can display one or more charts, for several different record types, and can also combine information from custom HTML pages, external web sites, and other resources.

Microsoft Dynamics CRM 2011: Resolving a Case

Stay connected with Dynamics CRM mobile apps

The Dynamics CRM mobile apps make it easy to stay connected with your prospects and customers no matter where you are, or what mobile device you're using. Watch this video to see how to get around in the mobile apps, what they can do, and how you can download the apps and get started.

Associate Records in Dynamics CRM - Late Bound

Following example demonstrates how to associate contact to account in dynamics crm using late bound

public static void AssociateRecord(EntityReference contact, EntityReference account, IOrganizationService service)
// Creating EntityReferenceCollection for the Contact
EntityReferenceCollection relatedEntities = new EntityReferenceCollection();

// Add the related entity contact

// Add the Account Contact relationship schema name
Relationship relationship = new Relationship("contact_customer_accounts");

// Associate the contact record to Account
service.Associate(account.LogicalName, account.Id, relationship, relatedEntities);

Microsoft Dynamics CRM 2011: Implementing Claims and IFD: Part 2

This session will cover how to install and configure the ADFS 2.0 server.

Chart Visualization Overview (2 of 5): Dynamics CRM 2011

This Snack shows how to use chart designer to quickly and efficiently create graphs and charts to monitor business metrics in Microsoft Dynamics CRM 2011 At Training Material Completion After you complete this snack you will be able to:
• Add and delete entities
• Refresh the metadata
• Manage profiles
• Import and export profiles


Opportunity : Opportunity Status

Opportunity records can be closed in one of two ways:

  • Close as Won indicates a successful sale, and changes the status value to Won.
  • Close as Lost indicates a decision not to buy, and changes the status value to Lost.


Opportunity records with status values of either Won or Lost are read only. If closed opportunities require changes, they can be reopened.