Goal Management is one of the great new features in CRM 2011, but like a lot of great new features...it's got a bit of a learning curve! One question I get a lot is how do goal criteria work, and in particular, when do you need to use a rollup query. That's the topic of this recording.
Dynamics CRM 2011 - Optimize Customer Experience
Demonstration of how Microsoft Dynamics CRM 2011 can be used to optimize customer experience.
Record Type: Quotes
Represents a proposal or an estimate.
Converts to Sales Order.
If a customer accepts a presented quote, a sales representative can use Microsoft Dynamics CRM to create an order with the information contained in the Quote record with a single click.
Chart Visualization Multiple Series Charts (3 of 5): Dynamics CRM 2011
This Snack shows how to use chart designer to quickly and efficiently create graphs and charts to monitor business metrics in Microsoft Dynamics CRM 2011 At Training Material Completion After you complete this snack you will be able to:
• Add and delete entities
• Refresh the metadata
• Manage profiles
• Import and export profiles
Classifying Accounts with Many-to-Many Relationships
Sometimes a single-valued picklist is sufficient to classify records like accounts in Dynamics CRM, but sometimes it's not. In this video I talk about why and how you might want to use many-to-many -- N:N for short -- relationships, and demonstrate how to implement them in Dynamics CRM 2011.
[Job] - IBM:Package Solution Consultant: MS Dynamics Navision | India
Location: Bangalore, Gurgaon, Kolkata, Pune, Hyderabad | India
Upgrading from Microsoft Dynamics CRM 2013 to 2015
How to Share a View in Dynamics CRM 2011
Learn how to share a view in Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online.
Partner Landscape Overview: Microsoft Dynamics CRM 2011
A 30 second overview of the partner opportunities with Microsoft Dynamics CRM.