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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.

Manage your field service workforce with Dynamics CRM

Watch this video to learn what field service capabilities for Microsoft Dynamics CRM can do for your organization. Field service capabilties are now built in to CRM. We’ll show you how field service delivers advanced scheduling, inventory tracking, and asset management for service depots. And how it helps highly mobile, in-field specialists fulfill work orders and provide preventive maintenance across multiple sites under complex service agreements.

What are privileges required for registering plugin?

The system user account under which the plug-in is being registered must have the following organization wide security privileges:

  1. prvCreatePluginAssembly
  2. prvCreatePluginType
  3. prvCreateSdkMessageProcessingStep
  4. prvCreateSdkMessageProcessingStepImage
  5. prvCreateSdkMessageProcessingStepSecureConfig

Microsoft Dynamics CRM 2011: Auditing

This video will show you how to use and quickly setup auditing capabilities offered out of the box within Microsoft CRM 2011. The following video is using the Microsoft CRM 2011 Beta version, some icons may display placeholders due to the version used.
 
 

 

Microsoft Dynamics CRM 2013 for Tablets - Charts, Search, and Tiles

Opportunity : Related Record To Opportunity

  • Products: View existing products that are part of the Opportunity. For example, the customer might be deciding to purchase a Mountain Bike as part of this Opportunity. This would be seen and managed within this section.
  • Activities: View existing activities or create a new activity for the Opportunity record.
  • Documents: Add a document location associated with the Opportunity record by specifying a URL of an existing SharePoint folder.
  • Connections: Add to the record an individual who has a certain role or relationship to the record.
  • Audit History: View the edit history of the Opportunity record. This also captures the date and time of the modification, along with the old and new values of the specified fields.

Microsoft Dynamics CRM 2011: Customisation part 1

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

Opportunity : Opportunity Status

Opportunity records can be closed in one of two ways:

  • Close as Won indicates a successful sale, and changes the status value to Won.
  • Close as Lost indicates a decision not to buy, and changes the status value to Lost.

 

Opportunity records with status values of either Won or Lost are read only. If closed opportunities require changes, they can be reopened.

Installation of Microsoft Dynamics 2013 on a Windows 2012 Server

Sales Literature: Create Sales Literature Attachments

To create a sales literature attachment, follow these steps:

  • On the Navigation Bar, click Sales and then click Sales Literature.
  • In the All Sales Literature view, open an existing Sales Literature record.
  • In the Sales Attachment section of the form, click the Add a Sales Attachment Record button (this appears as a plus symbol (+)).
  • Enter the following information as appropriate, and observe any noted restrictions or requirements as needed :
    • Title: This is a required field. 
    • Author: Type one or more author names into this field.
    • Keywords: List key, searchable words that can be used to help
      find this attachment.
    • Abstract: Type any overview of the document.
    • File Name: Browse to a document that you want to be tied to the Sales Literature record.
  •  In the Command Bar, click Save and Close.

Microsoft Dynamics CRM Tutorials

What is Microsoft Dynamics CRM?

Microsoft Dynamics CRM is a customer relationship management sofware package developed by Microsoft. It has primarily three modules sales, service and marketing.  

Microsoft made Microsoft Dynamics CRM platform highly customizable which allows it to be customized to satisfy different customer needs beyond just CRM.

Microsoft Dynamics CRM comes in three flavours:

  • Online: This is hosted and maintained by Microsoft on their cloud and services are available as subscription.
  • On-Premises: This can be installed on customers premises.
  • Partner Hosted: This is installed on third party infrastructue and services are provided to customers.

Latest version

Microsoft Dynamics CRM 2016 is the latest version, previous versions are: 2015, 2013, 2011, 4.0, 3.0, 1.2, 1.0

Platform

Microsoft Dynamics CRM is built on .Net framework. It can be customized both  at server side and client side. 

Programming language for Microsoft Dynamics CRM:

  • Server Side: .Net (C# or VB)
  • Client Side: JavaScript

Software Development Kit (SDK)

To help customize the Microsoft Dynamics CRM Microsoft releases software development kit (SDK) with each version. This SDK contains assemblies, tools, sample codes and more. You can download it from below links

Color Grid for Dynamics 365

Color Form for Dynamics 365