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What's New in CRM 2011 Workflows: Dialogs

Monitor cases in one place on the Dynamics CRM interactive service hub dashboard

Solve customer issues faster with interactive service hub dashboards. Watch this video to see the two main dashboards in action. The Tier 1 dashboard helps you find your cases and the things you need to do fast. Use visual filters, snapshots, and tiles to decide what you want to see and work on. The Tier 2 dashboard gives team leads and managers a single place to monitor more complex or escalated cases. Interactive service hub dashboards give you everything you need to support many customers and issues from one central location.

Administration Date Time and Lookup DataType (2 of 5): Dynamics CRM 2011

This video provides an overview of data retention capabilities, additional data types and dynamic hyperlinks are available so that administrators can tailor dialogs and workflows to meet specific business requirements. At Training Material Completion you will be able to:

• Recognize the concept of a Multiple Series chart, with visual examples, to compare similar data points (e.g., budget to actual)

• Create charts with multiple series

• Create charts with multiple categories

• Create area charts and stacked charts

What is meant by publisher?

Publisher is used to define the prefix for entity, field, relationship and web resource and order of option set for a solution.

Record Type: Competitor

Competitors

  • Represents the competitors of the organization.
  • Can be associated with:
    • Products: Which of the organization products do they compete with?
    • Sales Literature:
    • Open Opportunities: Which opportunities is the organization competing on?
    • Lost Opportunities: What can be learned from a loss?

[Job] - Microsoft Dynamics CRM Architect, Denmark

IBM Hiring for Microsoft Dynamics CRM Architect

Location: Any, Denmark

Category: Consultant

What does it take? You should :
 

  • be willing to work across our European practice on client sites
  • be a self-starter with the ability to work within an operating framework
  • have a customer oriented attitude and excellent interpersonal skills
  • have a passion for new technology and seamless business flow with CRM technologies
  • have demonstrated expertise in project estimation and phase breakdown of work programs
  • be knowledgeable about working with online, on-premises or hybrid solutions



Required Technical and Professional Expertise:

  • Microsoft Dynamics CRM implementation experience from senior positions
  • Proven consulting expertise with a broad array of industry exposure
  • Multiple Certifications in Dynamics CRM (either technical or functional certification/s)
  • A sound overall understanding of the greater systems around CRM
  • Master's Degree
  • At least 5 years experience in Microsoft Dynamics CRM
  • At least 5 years experience in Consulting
  • English: Fluent
  • Danish: Intermediate



Preferred Technical and Professional Experience:

Additional European languages will put you at an advantage.
As will SQL or JavaScript Skills.

Preferred Education:
Master's Degree

Link

Opportunity : Losing an Opportunity

To close an opportunity with a status of Lost, follow these steps:

  • In the Navigation Bar, click Sales, and in the Sales area, click Opportunities.
  • Select an open opportunity in the data grid.
  • On the Opportunities tab, in the Actions group, click Close as Lost.
  • Accept the default values for the Status Reason, Actual Revenue
    and Close Date fields.
  • Optionally, you can associate a lost opportunity with a competitor by specifying a value in the Competitor field.
  • Click OK

Working with Connections - Microsoft Dynamics CRM

In this video we review:

  • What connections are
  • How to use connections
  • How to build custom connections

What is meant by solution components?

  1. Schema (entities, attributes, relationships, global option sets)
  2. UI (ribbons, sitemap, forms, and web resources)
  3. Dashboards, reports and charts.
  4. Service End points
  5. Process (plugins, workflows )
  6. Sdk message processing steps
  7. Templates
  8. Connection Roles
  9. Security Roles
  10. Field level security profiles

Microsoft Dynamics CRM Online 2015 Update 1 - SharePoint Integration New Features

CRM 2011 Overview - Microsoft Dynamics CRM 2011

This video provides a high level overview of the sales, marketing and service functionality in Microsoft Dynamics CRM 2011.

The overview includes Dashboards, Leads, Accounts, Contacts, Campaigns, Cases and KB Articles.

Color Grid for Dynamics 365

Color Form for Dynamics 365