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".
Knowledge Management in Microsoft Dynamics CRM 2016 lets you create knowledge articles in one language and translate them into other languages. Having your knowledge articles available in the different languages of your user base greatly increases the impact of the knowledge you maintain. In turn, this has a positive impact in driving employee and customer self-service scenarios.
Currently when you translate a knowledge article, CRM copies all the related information like Title, Keywords, Description, and Content into the translated version of the article. For example, when you translate an English article into Spanish, CRM copies the English article content into the Spanish article. At that point, you can manually translate the Spanish version.
Manual translation is expensive
While translating your knowledge base to help your users sounds like a great idea, the cost of translation prevents most companies from making it a reality. Translating content can be a significant investment for small or medium business owners.
Introducing automatic translation
Automatic Translation is a sample solution you can download and configure to enable Knowledge Managers in your organization to author and translate articles using machine translation. The sample solution can be downloaded from the Git repository. In the sample solution, we leverage the power of the Microsoft Translator API. Your Knowledge Managers can instantly make their knowledge available to all your customers in a matter of few clicks. This also drastically reduces your company’s translation cost.
How do I configure the Automatic Translation sample solution?
Download the Automatic Translation sample solution from the Git repository and import the managed solution into your CRM organization. The solution adds a sitemap entry for the AutomaticKMTranslationSetting entity under Service. This helps you manage Automatic Translation-related settings. As part of the initial configuration, you need to enter your Microsoft Translate API ClienID and Client Secret. The plugins use this to translate content with Microsoft Translate API using your subscription.
Please see Signing Up for Microsoft Translator to sign up for the Microsoft Translator API. At this time, you can take advantage of a free 2 million characters per month subscription available to all users.
Currently, the Automatic Translation sample solution persists the Microsoft Translator API key in plain text. You can use the permission model of CRM to restrict access to the , or you can use SQL data encryption options.
The sample solution registers the AutoTranslationPlugin for the Create message of the KnowledgeArticle entity. It is a registered pre-operation in the event pipeline in a synchronous execution mode. When you create a knowledge article translation, the plugin is triggered. From the schema model of the KnowledgeArticle entity, the plugin identifies if it is a translation that is being created and from which language it is being translated from. All these details are passed to the Microsoft Translator API. The Microsoft Translator API respects the HTML fragments in your content and only translates the non-HTML content. Currently, the plugin handles the auto translation of the Title, Content, Description, and Keywords fields of the translation that is being created. You can modify the plugin to handle translation of other custom fields that you might be interested in.
The solution also supports the translation of content on demand. For example, if you have created a Spanish translation for an English article, you can enter English text in the Spanish article to translate it with .
Color Forms for Microsoft Dynamics 365
Color Form for Microsoft Dynamics 365 is a configurable solution.
With this you can define different color scheme for differetnt parts of entity form.
Below is the example of Color Form configuration which resulted in above form's color.
Looking for faster and better ways to onboard and train your teams? With Learning Path, a new Azure service, Microsoft Dynamics CRM delivers contextually-rich training, walkthroughs, videos, and articles right in the app at just the right time. Learning Path presents training tailored for different roles. For example, a salesperson only sees content created for salespeople. Watch this video to see how Learning Path helps people discover new features and become productive quickly.
What's New in CRM 2011, Session 2 Intro: Sales Force Automation
Intro to the Sales Force Automation session. Includes foundation topics (teams, queues, sales literature...); working with Charts and Dashboards; working with Goal Metrics and Goals.
Microsoft Dynamics CRM 2011: Working with Connections
Introducing the new connection functionalty in Dynamics CRM 2011
Manage your field service workforce with Dynamics CRM
Watch this video to learn what field service capabilities for Microsoft Dynamics CRM can do for your organization. Field service capabilties are now built in to CRM. Weâ€™ll show you how field service delivers advanced scheduling, inventory tracking, and asset management for service depots. And how it helps highly mobile, in-field specialists fulfill work orders and provide preventive maintenance across multiple sites under complex service agreements.
[Job] - Microsoft Dynamics CRM, India
Location: Hyderabad, India
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.
Full Time Graduation
Dynamics CRM 2011 : Goal Metrics and Goals
Dynamics CRM 2011 1:N Relationships and Filtered Lookups
Dynamics CRM 2011 Workflows, Queue Items and E-Mail Marketing
This video shows how to use CRM 2011 workflows to automatically route CoreMotives e-mail responses to queues.