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Microsoft Dynamics CRM 2013 Customization New Features - Business Rules

Order Management : Fields on the Order Form

Listed below are the default fields on the Order form in Microsoft Dynamics CRM:

  • Summary
    • Order ID: Order number for customer reference and to use in search. The number cannot be modified.
    • Name: Descriptive name for the order.
    • Currency: Local currency for the record to make sure budgets are reported in the correct currency.
    • Price List: Price list associated with this record to make sure the products associated with the campaign are offered at the correct prices.
    • Prices Locked: Status of prices specified on the invoice. They may be locked from any further updates or unlocked.
  • Shipping Dates
    • Requested Delivery: Delivery date requested by the customer for all products in the order.
    • Date Fulfilled: Date that all or part of the order was shipped to the customer.

Microsoft Dynamics CRM 2011 - Getting online through product and programs

Microsoft CRM 2011 -- Building a Dashboard

Dynamics CRM 2011 - Driving Sales Productivity

Demonstration of how Microsoft Dynamics CRM 2011 can be used to drive sales productivity.

Opportunity : Opportunity Form Fields

The opportunity form in Microsoft Dynamics CRM contains the following fields:

  • Topic: The opportunity’s interests. For example, if an existing customer called for details about a product, list the name of the product as the topic.
  • Contact: Lookup for a Contact record associated to the opportunity.
  • Account: Lookup for an Account record associated to the opportunity.
  • Purchase Timeframe: Timeframe for the potential sale of the sales opportunity.
  • Currency: Local currency for the record.
  • Budget Amount: Lead’s potential available budget.
  • Purchase Process: Whether an individual or committee will be involved in the purchase process.
  • Description: Text area for additional information for the opportunity.
  • Price List: The appropriate price list for organizations that use them. 

[Job] - IBM: Application Architect: MS Dynamics CRM, India


Company : IBM

Location: Bangalore, Gurgaon, Kolkata, Pune, Hyderabad

Required Technical and Professional Expertise:
Application Architect CRM Roles and Responsibilities: You will: -

  • -Evaluate and review new and existing software applications and technologies.
  • -Identify systems solutions to support business strategies and objectives
  • -Research, design, and develop software solutions to meet specifications.

Preferred Technical and Professional Experience:

Provide on-going support for production applications *Experience : 10 Years to 18 Years

Preferred Education:
Bachelor's Degree

Quote Management : Quote Status

A Quote can have one of the following status:

  • Draft
    • Initially when quote is created it is in draft state.
    • Quotes must be in a Draft state to be changed.
  • Active
    • When the quote is ready to be presented to a customer, it can be activated.
    • Active quotes become read-only.
  • Revised
    • When a quote is revised, its status value changes back to Draft,
    • and the Revision ID field is automatically incremented.

Microsoft Dynamics CRM 2011: Working with Connections

Introducing the new connection functionalty in Dynamics CRM 2011

New ways to reach more prospects with SMS Marketing

Discover new ways to reach more prospects with Microsoft Dynamics SMS Marketing. Watch this video to see how a typical SMS Marketing flow works, and learn how to leverage the high response rates of text messaging for your business. You'll see how to set up text messaging key words and short codes, configure opt-in and opt out workflows, link key words to marketing lists, manage your subscribers, and set up rules to limit touch points and avoid overwhelming them.

Microsoft Dynamics CRM 2013 Setup and Upgrade New Features - Data Encryption