Creating a User Adoption Dashboard - Microsoft Dynamics CRM 2011

This video goes through the process of creating a User Adoption Dashboard in Dynamics CRM 2011. The video explains the approach to building a dashboard in CRM 2011 and how the related charts and views make the dashboard present the data that you want.

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Competitors : Create a Competitor

To create a Competitor record, follow these steps:

  • On the Navigation Bar, click Sales and click Competitors.
  • In the Command Bar, click New.
  • In the General section of the form, enter the following information as appropriate and observe any noted restrictions or requirements as needed:
    • Name: 
    • Website
    • Currency 
    • Ticker Symbol
    • Reported Revenue

What is the difference plugin and workflow?

  1. Plugin is not intend to fire or execute logic while timeout or subscription with recursive.
  2. Plugin supports all most every message other than creation, status change, and assignment, attribute change and deletion.
  3. Plug-inis not bound by the features and logic patterns that the workflow editor supports.
  4. Elevations on privilege which the process is execute on behalf of another user but in workflow users they can create their own.
  5. We can’t stop plugin process execution like work flow stops using stop workflow step.
  6. We can’t execute plugin process either manually or on demand.
  7. Only developers can implement the plugin.
  8. Plugin support both offline, online and on-premise which means sandbox.
  9. Immediate effect on result.
  10. Needs a synchronous action to happen before or after an event occur.
  11. Can be triggering either child pipeline or parent pipeline.

Record Type: Product Catalog

In Microsoft Dynamics CRM  Product Calalog has following componenets:

  • Products: Product Represents
    • Product
    • or Service 
  • Units of Measure:
    • Unit of how received from Vendor
    • or Sold to Customer 
  • Price Lists:
    • Defines prices that are charges for product under ceration circumstances. 
    • Can be muplitple price lists for different occasions and markets.
  • Discount Lists: Allows to offer product at different sales price, depending on quantity purchased.
    • Discount can be:
      • Amount based
      • Percentage based

Opportunity : System Calculated Pricing

If System Calculated is selected, an Opportunity record can be saved without specifying a price list.


However, Opportunity Products cannot be added to an opportunity (in the Line Items section of the form) without first specifying the price list. And since the Est. Revenue field is calculated as the total of all opportunity product records for the opportunity, opportunity products must be added in order to reflect a value in the Est. Revenue field.

Membership Management for CRM 2011

Planet Technologies presents Membership Management for CRM 2011. This video shows how to install and then load sample data for the Membership Management solution.

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Process control in Microsoft Dynamics CRM 2011

This demo shows the different ways in which managers can gain greater control of their business processes using Microsoft Dynamics CRM 2011.

 

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