Microsoft Dynamics CRM Online 2015 Update 1 - CRM for Phone New Features
Dynamics GP and Dynamics CRM 2011 Account and Contact Sync
See how to quickly and easily synchronize your account and contact data between Dynamics CRM and Dynamics GP.
Business Process in Microsoft Dynamics CRM 2015
SSRS Reports in CRM 2011 Online
Dynamics CRM 2011 Online now supports custom SSRS reports. There's a bit of setup required, though, including the installation of BIDS (part of SQL 2008) and a (free) add-on for CRM known as the Report Authoring Extension. In this video I go through the setup and show some basic SSRS authoring techniques.
Dynamics CRM 2011 : Customization
Dynamics CRM 2011 - Optimize Customer Experience
Demonstration of how Microsoft Dynamics CRM 2011 can be used to optimize customer experience.
Chart Visualization Introduction (1 of 5): Dynamics CRM 2011
This Snack shows how to use chart designer to quickly and efficiently create graphs and charts to monitor business metrics in Microsoft Dynamics CRM 2011 At Training Material Completion After you complete this snack you will be able to:
• Add and delete entities
• Refresh the metadata
• Manage profiles
• Import and export profiles
Microsoft Dynamics Customer Service Capabilities for Property & Casualty Insurance Companies
This video demonstrates customer service capabilities for property and casualty insurance companies featuring Microsoft Dynamics CRM Online. To be successful, companies must be able to attract and retain customers, improve sales processes and offer consistent experiences. For more information, visit http://dyn.ms/CRMhpYTo.
Record Type: Currency
One default currency is defined for organization.
Multiple currencies manages conversion rates.
For Multiple currencies all transaction recorded in base currency
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.