86 Monday, May 30, 2016 |
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Folder Level Tracking in CRM Online 2015 Update 1

Tracking email activities is key to successful customer engagement, from sales to service. In this video, we'll walk you through setting up folder level tracking to simplify and automate email tracking, which improves end-user productivity and helps to drive positive customer engagement. For more information, visit http://www.microsoft.com/en-us/dynamics/crm-customer-center/default.aspx and http://go.microsoft.com/fwlink/?LinkId=394323

What is meant by sandbox? How it is differentiate between standard environments?

  1. Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online support the execution of plug-ins in an isolated environment. In this isolated environment, also known as a
  2. Use of the full power of the Microsoft Dynamics CRM SDK to access the web services. Access to the file system, system event log, network, and more is prevented in the sandbox.
  3. It is more secure, supports run-time monitoring and statistics reporting, and is supported on all Microsoft Dynamics CRM deployments.
  4. In registration Sandbox, known as partial trust:
  5. Outside sandbox is full trust: Full trust is supported for on-premise and Internet-Facing Microsoft Dynamics CRM deployments.
  6. Microsoft Dynamics CRM Online deployment, plug-ins must be registered in the sandbox (partial trust) because no full trust run-time environment is supported. Partial trusts are also supported for on-premise deployments.
  7. Sandboxed plug-ins can access the network through the HTTP and HTTPS protocols.
  8. Access to localhost (loopback) is not permitted.
  9. IP addresses cannot be used. Plug-ins must use a named web address that requires DNS name resolution.
  10. Anonymous authentication is supported and recommended.
  11. Full trust is supported for on-premises and internet facing Microsoft Dynamics CRM deployments. For a Microsoft Dynamics CRM Online deployment, plug-ins must be registered in the sandbox (partial trust) where they are isolated as previously described.

Invoice Management : Fields on the Invoice Form contd.

  • Shipping Information
    • Shipping Method: Shipping method for deliveries sent to this address.
    • Payment Terms: Payment terms to indicate when the customer needs to pay the total amount.
  • Sales Information
    • Opportunity: The opportunity that the invoice is related to for reporting and analytics.
    • Order: The order related to the invoice to make sure the order is fulfilled and invoiced correctly.
    • Customer: The customer account or contact. This provides a quick link to additional customer details, such as account information, activities, and opportunities.

arketing Calendar in Microsoft Dynamics Marketing

Take a look at this new video to see how the Marketing Calendar in Microsoft Dynamics Marketing provides an intuitive interface by showing campaign activities in a timeline view. It helps marketing managers get an overview of all present, past, and future campaign activities - and provides a visual comparision to similar campaigns.

What's New in CRM 2011, Session 2 Intro: Sales Force Automation

Intro to the Sales Force Automation session. Includes foundation topics (teams, queues, sales literature...); working with Charts and Dashboards; working with Goal Metrics and Goals.

What is the purpose of plug in?

  1. Performing complex platform level data validation
  2. Performing auto-number generation
  3. Providing integration with other applications
  4. Executing complex business logic
  5. Data auditing and look up.
  6. Performing common database operations.

harePoint 2010 and CRM 2011 Integration - List Component and Contextual Search

It's about two ways of integrating CRM and SharePoint:

  1.  using the CRM 2011 List Component for SharePoint 2010 to get automatic library and folder creation in SP from CRM; and
  2.  Contextual search of SharePoint from CRM records, using JScript and an IFrame.

Microsoft Dynamics CRM 2013 Customization New Features - Phone Number Format

Microsoft Dynamics CRM 2011: Implementing Claims and IFD: Part 6

This session will cover some common troubleshooting questions related to Claims-Based Authentication and IFD in Microsoft Dynamics CRM.

 

Commonplace Opportunity Customizations:CRM4

Microsoft Dynamics CRM 2011: Implementing Claims and IFD: Part 5

This session will cover the setup of claims with an un-trusted domain.