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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 meant by Queue in CRM

  1. Queue is a central location to monitor the progress, prioritise user work and change status of activities. Or collection of queue items.
  2. It is used to processing sales orders, responding to service calls, pre validation of consumer services, tracking of emails and product information to prospect clients.
  3. The following information pertains to queues:
    1. All customizable entities, business or custom, can be enabled for queues.
    2. A default queue is automatically created for each new user or team.
    3. You can assign and share queues with other users and teams to improve collaboration efforts.
    4. Queues can be enabled for workflows and audit. This helps improve productivity and track the entity and attribute data changes for future analysis and reporting.
    5. A queue contains information about the user who is working on a particular queue item. This helps you manage your resources more efficiently and helps to prevent duplication of work.
    6. A queue can contain multiple entity types, such as tasks, emails, or cases.
    7. A queue is user-owned or team-owned. This provides a high level of security by allowing data access to specified users and teams instead of to the whole organization.

Microsoft Dynamics CRM 2011: Multiple Forms

Demonstration of how to add additional forms for entities in Dynamics CRM 2011
 
 

 

Deployment Web Service in Microsoft Dynamics CRM

In Microsoft Dynamics CRM you can use the Deployment Web service (Deployment Service) as a programmatic alternative to using the Deployment Manager. This allows you to manage organizations, servers, and licenses for deployments of Microsoft DynamicsCRM.

With Deployment service you can create solutions to do the following:

  • Manipulate the organization entity to create, import, upgrade, enable or disable organizations. 
  • Retrieve and view Microsoft DynamicsCRM license information for a deployment. 
  • Update deployment configuration settings. 
  • Add or remove deployment administrators. 
  • Enable, disable, or delete servers.
  • Update settings that are stored in the configuration database.
  • Enumerate and change state of servers in the deployment.
  • The deployment service works with Windows integrated authentication (Active Directory) only.

Deployment service URL

http://myservername/xrmdeployment/2011/deployment.svc

Web Services in Microsoft Dynamics CRM

Microsoft Dynamics CRM provides web services that you can use to access data and metadata from your Microsoft Dynamics CRM instance.

Web services available in Microsoft Dynamics CRM are as following:

Usage of the web services in Microsoft Dynamics CRM include:

  • Performing CRUD operations against CRM data
  • Mobile application development
  • Portal development for non-crm users
  • Data Migration
  • Integration between Dynamics CRM and other applications like ERP
  • Custom user interface development for Dynamics CRM

Microsoft Dynamics CRM Online 2015 Update 1 - Service New Features

Conditional formatting of grid records in Microsoft Dynamics 365

Microsoft Dynamics 365 lacks essential feature conditional formatting similar to which we have in Microsoft Excel which is often demanded by the business users.

With Color Grid for Microsoft Dynamics 365 you can colorize grid records in Microsoft Dynamics 365 based on a certain criteria, color schemes are also completely configurable to match the customers taste and can be configured by the end users.

Some examples of using Color Grid are:

  • Highlight HIGH priority cases
  • Highlight today's activities
  • Highlight Qualified leads
  • Highlight Opportunities with revenue Greater than X amount
  • Highlight Due activities in Next 7 days

Following is the link to Color Grid for Microsoft Dynamics 365

msdynamicsconsulting.com/Products/ColorGrid

 

Color Grid provides you options to

  • Define background color of grid row
  • Define background color of grid cell
  • Define font color of grid row
  • Define font color of grid cell
  • Bold row text
  • Bold cell text
  • Make row font as italic
  • Make cell font as italic

Above grid formatting are applied based on matching of certain criteria on particular field value of record which could be string, numeric or date type field.

To define the matching criteria multiple operators are available as defined below, these matching criteria are similar to what is available in advanced find of Microsoft Dynamics 365:

String Operators

  • Equals
  • Does Not Equal
  • Contains
  • Does Not Contain
  • Begins With
  • Does Not Begin With
  • Ends With
  • Does Not End With
  • Contains Data
  • Does Not Contains Data

Numeric Operators

  • Equals
  • Is Greater Than
  • Is Greater Than or Equal To
  • Is Less Than
  • Is Less Than or Equal To

Date Operators

  • On
  • On or After
  • On or Before
  • Yesterday
  • Today
  • Tomorrow
  • Next 7 Days
  • Last 7 Days

Example: Colorize case records based on PRIORITY options (High, Normal, Low)

High priority Option Text

Create a Color Config record to match the below values

Normal priority Option Text

Low priority Option Text

Now all three criteria are defined, open the case grid to view the result

To have the impact selected attribute should be visible in the column of grid.

Hope you like it, if you have any query or suggestion please comment.

For any query about Color Grid for Microsoft Dynamics 365 please email to info@msdynamicsconsulting.com

Microsoft CRM 2011 -- Building a Dashboard

Record Type: Competitor

Competitors

  • Represents the competitors of the organization.
  • Can be associated with:
    • Products: Which of the organization products do they compete with?
    • Sales Literature:
    • Open Opportunities: Which opportunities is the organization competing on?
    • Lost Opportunities: What can be learned from a loss?

Microsoft Dynamics CRM Working with Solutions

Upgrading from Microsoft Dynamics CRM 2013 to 2015

Color Grid for Dynamics 365

Color Form for Dynamics 365