Microsoft Dynamics CRM 2013 for Tablets - Charts, Search, and Tiles
Microsoft Dynamics CRM Sales Process Management
Watch this 7 minute video demonstration to learn how Microsoft Dynamics CRM can streamline, drive and control the complete sales cycle of your business. Contact one of our experts for more information. W: www.pa.com.au E: email@example.com T: 1800 126 499
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.
Dynamics CRM Security Scenario
Here's a demo of creating a relatively locked-down security role.
Some of the points demonstrated:
how the Append and Append To privileges work;
what's the difference between user-level Create privilege and higher level Creative privileges;
how to configure task privileges (e.g., no exporting to Excel, no bulk edits).
What is Impersonation ?
Impersonation is used to execute business logic (custom code) on behalf of a Microsoft Dynamics CRM system user to provide a desired feature or service for that user.
Microsoft Dynamics CRM 2011: Implementing Claims and IFD: Part 2
This session will cover how to install and configure the ADFS 2.0 server.
Microsoft Dynamics Marketing 2015 Update 1 New Features and Enhancements Training
Automatically translate knowledge articles
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 .
Microsoft Dynamics CRM 2011: Using the Audit tool
Exploring the Microsoft Dynamics CRM 2011 auditing capabilities. How to enable and disable auditing. Tracking changes made to CRM records.