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Visual Approval Workflow in Microsoft Dynamics Marketing

With Microsoft Dynamics Marketing 2015 Update the visual approval workflow provides a flexible, easy to use drag-and drop-area for approvals. Watch this short video to get an idea of how these workflows enable marketers to intuitively mimic internal processes in their Microsoft Dynamics Marketing instance.

Top 10 User Productivity Tips - Microsoft Dynamics CRM 2011

In this video are 10 productivity tips for CRM 2011 End Users:

  1. Set Your Personal Options
  2. Use Your Charts
  3. Use Your Filters
  4. * Search (improve search)
  5. Bulk Edit
  6. "Type and Tab"
  7.  Recently Visited "Records and Views"
  8. Use Your "Up and Down" Arrows
  9. Email Templates from CRM in Outlook
  10. "Email a Link"

What's New in CRM 2011 - Connections

In the tenth installment of Sonoma Partner's 10-part series, we will highlight an enhanced feature in Microsoft CRM 2011- Connections, an easy way to capture relationships between records in your system.

Customization Toolkit Overview - Microsoft Dynamics CRM 2011

This video is an overview of how to customize Dynamics CRM 2011. The video goes through a design scenario that demonstrates how to configure the forms, fields, views, charts and dashboards.

How to access the default ribbons?

  1. SDK\Resources\ExportedRibbonXml or
  2. RetrieveApplicationRibbonRequest
    1. This message retrieves the core application ribbons including the entity template.
  3. RetrieveEntityRibbonRequest
    1. This message retrieves the ribbon definition used for a specific entity.

What is meant by web resources and how it is maintain in CRM?

  1. Is a virtual file that are stored in the Microsoft Dynamics CRM database and that you can retrieve by using a unique URL address.
  2. Used to extend the Microsoft Dynamics CRM web application such as html files, JScript, and Silverlight applications.
  3. Use web resources in form customizations, the SiteMap, or the application ribbon because they can be referenced by using URL syntax.
  4. Are stored in Microsoft Dynamics CRM and are solution components, they can be easily exported and installed to on-premises and online and office outlook online and offline.
  5. Web resources are limited to static files or files that are processed in the browser and not in server like asp.net page.
  6. Web resources are only available by using the Microsoft Dynamics CRM web application security context.
  7. The maximum size of files that can be uploaded is determined by the Organization.MaxUploadFileSize property in system settings and default is : 5 MB.
  8. 10 Types (HTML, CSS, Java script, XML, XAP, XSL stylesheet, image (ico, gif, jpg, png).
  9. References that use the $webresource directive in SiteMap or ribbon commands will establish dependencies.

Lead Management: Disqualifying Lead

To Disqualify a Lead click Disqualify.

The user must select a reason why the lead is being disqualified

Editing Dynamics CRM data in Excel

[Job] - Infosys: Associate Consultant, Microsoft Dynamics CRM - USA

Company: Infosys

Location:Redmond, WA

 

Job Description

Infosys– EASESV - Senior Associate Consultant – MS Dynamics CRM

Are you looking for a change? Do you want to collaborate with some of the best talent in the industry? Are you ready to join a company whose passion is to really make a difference to enterprises, the community and the world? Then you are the one that we are looking for to be part of our growing team.

Wanted: Global Innovators To Help Us Build Tomorrow’s Enterprise

As an Associate Consultant, you will be a key contributor to the consulting team at different phases of the project including discovery, solution generation, design/architecture and the detailing of the overall process. You will be involved in the recommendation, configuration, evaluation and deployment of high-quality solutions that enable our clients to meet the changing needs of the global landscape.

Location for this position is Redmond, WA. This position may require relocation.

U.S. citizens and those authorized to work in the U.S. are encouraged to apply. We are unable to sponsor at this time.

Qualifications

Basic
• Bachelor’s degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education.
• At least 2 years of experience with Information Technology.

Preferred
• At least 1 year of experience in creating requirement specifications based on Architecture/Design /Detailing of Processes
• At least 1 year of experience in Microsoft Dynamics CRM, Marketing, Parature, Social Engagement
• At least 1 year of experience in Development/ Configuration/solutions evaluation and deployment
• At least 1 year of experience in creating requirement specifications based on internal/External consulting, documenting and reviewing Architecture/Design /Detailing of Processes
• Analytical and Communication skills
• Planning and Co-ordination skills
• Experience and desire to work in a management consulting environment that requires regular travel
The job entails sitting as well as working at a computer for extended periods of time. Should be able to communicate by telephone, email or face to face. Travel may be required as per the job requirements.

What is Plugin Profiler?

Plug-in Profiler is a tool that profiles the execution of plug-ins for an enhanced debugging experience in Microsoft Visual Studio. Thistool can be used in either the debug or replay mode.

  1. This can be run from the Command Prompt window or from within the Plug-in Registration tool, makes developing plug-ins against Microsoft Dynamics CRM and Microsoft Dynamics CRM Online quicker and easier.
  2. In the tool's main window, select Install Profiler. You will now see a Plug-in Profiler node in the list.
  3. Select a plug-in step and click Profile to enable profiling.
  4. Perform the operation in Microsoft Dynamics CRM that causes the plug-in to run. For example, if the step is configured for an update to an account, then update an account.
  5. After the plug-in throws an exception and the Business Process Error dialog is displayed, click Download Log File and save this file. Alternately, if the plug-in does not throw an exception, click Stop Profiling.

What's New in CRM 2011 Workflows: Dialogs

Color Grid for Dynamics 365

Color Form for Dynamics 365