Media Planning & Buying with Microsoft Dynamics Marketing
Microsoft Dynamics CRM 2015 Cortana Demonstration
Microsoft Dynamics CRM: Quick Campagins
Invoice Management : Fields on the Invoice Form contd.
Shipping Method: Shipping method for deliveries sent to this address.
Payment Terms: Payment terms to indicate when the customer needs to pay the total amount.
Opportunity: The opportunity that the invoice is related to for reporting and analytics.
Order: The order related to the invoice to make sure the order is fulfilled and invoiced correctly.
Customer: The customer account or contact. This provides a quick link to additional customer details, such as account information, activities, and opportunities.
Deliver projects on time and on budget with Dynamics CRM
Project service in Microsoft Dynamics CRM empowers your organization to deliver project-based engagements on time and on budget. What can you do with CRM project service? Estimate, quote, and contract work. Plan and assign resources. Capture time, expense, and progress data for real-time insights and accurate invoicing. And lots more!
Record Type: Product Catalog
In Microsoft Dynamics CRM Product Calalog has following componenets:
Products: Product Represents
Units of Measure:
Unit of how received from Vendor
or Sold to Customer
Defines prices that are charges for product under ceration circumstances.
Can be muplitple price lists for different occasions and markets.
Discount Lists: Allows to offer product at different sales price, depending on quantity purchased.
Discount can be:
What are the types of ribbons?
The applicationRibbon.xml file contains the definition of the core application ribbons.
The entity grid ribbon is a collection of tabs that have an Id attribute value beginning with Mscrm.HomepageGrid.<entity logical name>.
When a list of records for a different entity is displayed within a sub grid on the form of another entity or in a chart, the ribbon will change when the user places the cursor in the grid. A contextual group with the label List Tools is displayed. The single tab included in that contextual group will have the plural display name of the entity.
The entity sub grid ribbon is a contextual group with a collection of tabs that have an Id attribute value beginning with Mscrm.SubGrid.<entity logical name>. For example, the tab with the text "Accounts" on account entity sub grid is Mscrm.SubGrid.account.MainTab.
Each entity form can have a specific ribbon definition. In the exported customizations.xml file, you must add your modified <RibbonDiffXml> (FormXml) to this location://ImportExportXml/Entities/Entity/FormXml/forms/systemform/form/RibbonDiffXml.
Several other special purpose ribbon tabs and a contextual group are defined byMicrosoft Dynamics CRM. Each tab is associated with a specific <TabDisplayRule> (RibbonDiffXml) that controls when they will display. The following table lists these tabs.
Web Resource Edit page tab.
Displays when editing Web resources within a solution.
Form Editor tab
Provides Save, Edit, Select, and View groups of actions for entity forms.
Form Editor Insert tab
Provides buttons to insert Sections, Tabs, and Controls in entity forms.
Dashboard Homepage tab
Displays in the Workplace area.
Visualization Tools Contextual Group
Displays when the New Chart button is clicked on the Charts tab displayed in the entity grid ribbon.
AptbookTab Homepage tab
Displays when viewing the Service Calendar in the Service area.
Advanced Find tab
Displays in the Advanced Find window.
Dashboard Editor tab
Displays when editing a dashboard.
Displays if SharePoint integration has been enabled for the organization.
Chart Editor tab
Displays when editing a chart from the solutions window.
Search Tools Contextual Group
Displays when viewing the KBarticle entity.
Activity Feeds Installation (2 of 5): Dynamics CRM 2011
This snack explains how activity feeds allows users to stay up to date on the CRM records that are most important to them. After you complete this snack you will be able to:
• Install activity feeds
• Configure entities for activity feeds
• Disable activity feeds rules
• Auto post activity feeds
Lead Management: Lead To Opportunity Process Ribbon contd.