Dynamics CRM 2011 - What's New Session 1: Workflows
CRM 2011 Workflows -- or "Processes" as they're now called -- are even better than they were in 4.0. One of the biggest improvements is the addition of a "Dialog" category of process, which allows you to create a user experience -- prompts and responses -- as part of an automated process. That's what I focused on in this session. More to come in later sessions!
Illustrated guide to entity creation in Dynamics CRM
Even fundamental actions like creating a new entity in CRM are subject to irreversible hasty choices that we all come to regret later.
Introducing CRM Tipsters Illustrated Guide to Entity Creation in Dynamics CRM.
CRM 2013 Quick Tip: Add new information quickly through shortcuts in Microsoft Dynamics CRM
Data visualization Dynamics CRM 2011
Siddhartha Rai is the Program Manager for Business Intelligence within Microsoft Dynamics CRM 2011. He helped design and build one of the most exciting new features areas in Microsoft Dynamics CRM 2011: Inline Data Visualization. This introduces a new generation of dashboards that can be built by line managers on the fly and used to drill through their data."
Microsoft Dynamics CRM 2015 Cortana Demonstration
Lead Management: Qualifying Lead To Opportunity
To qualify a Lead to Opportunity, follow these steps:
On the Navigation Bar, click SALES and then click LEADS.
In the Leads view, select and open the a lead record.
In the Command Bar, click Qualify. If the Duplicate Warning dialog appears, click Continue.
Dynamics CRM 2011 - Optimize Customer Experience
Demonstration of how Microsoft Dynamics CRM 2011 can be used to optimize customer experience.
[Job] - Microsoft Dynamics CRM, India
Location: Hyderabad, India
Good to have Skills-
Strong design and development skills.
Ability to design and develop flows.
Effectively communicates to internal and external stake-holders.
Minimum qualification : 10+5 years graduation with atleast 2.5 years of relevant experience.
This role assists clients in the selection, implementation, and production support of application packaged solutions. They use in-depth consulting skills, business knowledge, and packaged solution expertise to effectively integrate packaged technology into the clients’ business environment in order to achieve client expected business results. The employee focuses on individual/team/department/ operational objectives.
Required Technical and Professional Expertise: Skills:
Environment: Professional knowledge related to incumbent's department or function.
Communication/Negotiation: Engaged as an independent professional. Ability to articulate and compare alternatives approaches. Negotiate with specified objectives.
Problem Solving: Recognize problems related to project objectives. Creativity and judgment applied to professional technical, or operational problems. Independently generates solutions, based on analytical skills & business knowledge. Challenge the validity of given procedures and processes to enhance and improve or develop complementary adjustments /solutions.
Works on special projects, or leads small teams, or manages routine technical/ operational activities or departments (national or international). Understands departmental mission and vision. Provides advice in technical/operational domain of specialization. Generally controls own work priorities and methods requiring tradeoffs.
Preferred Technical and Professional Experience:
Preferred Education: Bachelor's Degree
Error Handling in Plug-ins
For synchronous plug-ins, the Microsoft Dynamics CRM platform handles exceptions passed back to the platform by displaying an error message in a dialog of the web application user interface.
For asynchronous plug-ins, the exception message is written to a System Job (AsyncOperation) record.
For plug-ins not registered in the sandbox, the exception message (System.Exception.Message) is also written to the Application event log on the server that runs the plug-in.
Sandboxed plug-ins should use tracing.
Tracing is to provide isolated (sandboxed) plug-ins and custom workflow activities with a way to output runtime information when an exception is thrown because isolated plug-ins and custom workflow activities cannot write information to the system event log or the file system.
The tracing service was implemented to provide sandboxed plug-ins and custom workflow activities with a means to output run-time information when an exception is thrown. In addition, tracing is also supported in plug-ins that is not sandboxed.