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Microsoft Dynamics CRM Gets You To Your Goals

Activities and Dashboards - Dynamics CRM 2011

The built-in Dynamics CRM 2011 Activities report is a pretty good report. It's even better if exposed on a dashboard, which I show you how to do in this recording, which is an excerpt from the June session of my Dynamics CRM 2011 Essentials series.

Sales Literature: Attach Sales Literature to Email

To attach sales literature to an email, follow these steps:

  • On the Home tab of the Microsoft Outlook Inbox, click New E-mail in the New group.
  • In the To and Subject lines, enter appropriate information.
  • On the Message tab, in the CRM group, click Set Regarding.
  • In the Find section of the Set Regarding drop-down list, click More.
  • In the Look Up Record dialog, select Contact in the Look for drop-down list, enter a contact name in the Search box, and then press Enter.
  • Select the contact record, and click OK. After a few seconds, the email should be tracked in Microsoft Dynamics CRM, which is indicated by additional options becoming available in the CRM group in the Message tab.
  • Click Attach Sales Literature in the CRM group.
  • Click Send.

Microsoft Dynamics CRM 2015 Features and Functionalities Part 1 of 2 - New and Enhanced Features

Opportunity : Opportunity Form Fields contd.

  • Revenue: The method for calculating estimated revenue. If an organization uses automated pricing, select System Calculated. Otherwise, select User provided and then enter an amount under Est. Revenue.
  • Est. Revenue: Estimated revenue for opportunities with products added to them. If you selected User provided, enter an amount in this field. This value appears in the list of opportunities on the main Opportunities page and is used for forecasting.
  • Est. Close Date: The date when the sale is expected to close. This date is used for forecasting.

Microsoft Dynamics CRM 2011: Creating a Planning Activity

any-to-Many-Relationships in Dynamics CRM 2011

This video provides an update on how they're handled in CRM 2011, specifically on the so-called "manual" approach to creating them.

Activity Feeds Disable Rules (4 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

Microsoft Dynamics CRM 2011: Customisation part 1

A look at the new drag & drop feature in Dynamics CRM 2011.

Microsoft CRM 2011 -- Creating Charts

Opportunity : Win an Opportunity

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

  • In the Navigation Bar, click Sales, and in the Sales area, click Opportunities.
  • Select and open an opportunity from the grid and double-click it to open its form.
  • On the Opportunity tab, in the Actions group, click Close as Won.
  • Accept the default values for the Actual Revenue and Close Date fields, and then click OK.
  • Close the Opportunity form by clicking the Close button (x) in the top-right corner

Color Grid for Dynamics 365

Color Form for Dynamics 365