What-If Analysis using Excel with CRM Online 2015 Update 1
Find out how to analyze your data and transform it into meaningful knowledge with Microsoft Dynamics CRM 2015 Update 1 Excel integration. In this video we'll walk you through exporting CRM data to Excel without data formats getting lost in translation. For more information, visit http://www.microsoft.com/en-us/dynamics/crm-customer-center/default.aspx and http://go.microsoft.com/fwlink/?LinkId=3943
Error Handling in Plug-ins
For synchronous plug-ins, the Microsoft Dynamics CRM platform handles exceptions passed back to the platform by displaying an error message in a dialog of the web application user interface.
For asynchronous plug-ins, the exception message is written to a System Job (AsyncOperation) record.
For plug-ins not registered in the sandbox, the exception message (System.Exception.Message) is also written to the Application event log on the server that runs the plug-in.
Sandboxed plug-ins should use tracing.
Tracing is to provide isolated (sandboxed) plug-ins and custom workflow activities with a way to output runtime information when an exception is thrown because isolated plug-ins and custom workflow activities cannot write information to the system event log or the file system.
The tracing service was implemented to provide sandboxed plug-ins and custom workflow activities with a means to output run-time information when an exception is thrown. In addition, tracing is also supported in plug-ins that is not sandboxed.
Monitor cases in one place on the Dynamics CRM interactive service hub dashboard
Solve customer issues faster with interactive service hub dashboards. Watch this video to see the two main dashboards in action. The Tier 1 dashboard helps you find your cases and the things you need to do fast. Use visual filters, snapshots, and tiles to decide what you want to see and work on. The Tier 2 dashboard gives team leads and managers a single place to monitor more complex or escalated cases. Interactive service hub dashboards give you everything you need to support many customers and issues from one central location.
Microsoft Dynamics CRM Sales Process Management
Watch this 7 minute video demonstration to learn how Microsoft Dynamics CRM can streamline, drive and control the complete sales cycle of your business. Contact one of our experts for more information. W: www.pa.com.au E: email@example.com T: 1800 126 499
[Job] - Microsoft : Sr. Support Engineer-Microsoft Dynamics CRM
Location: Las Colinax (TX), United States
As a Microsoft Dynamics CRM Support Engineer (SE), you are a technical leader and will be driving the discovery of potentially unique solutions for each customer situation as part of a team. We’ll provide you with abundant resources, including training, advanced diagnostic tools, the Microsoft Dynamics CRM product group, and the experience of tenured engineers around you. You will also have the opportunity to collaborate and help your colleagues by sharing the results of your investigation. In this professional role, your contribution and overall impact is self-directed and the opportunities are plentiful.
Troubleshooting at this level is not scripted. You will be responsible to resolve potentially unique solution for each of your customer’s situations. During the course of troubleshooting, you may uncover software defects and have opportunities to improve the customer experience as well as to influence the current and future design of Microsoft Dynamics CRM by working directly with the product team. Our continuous learning environment expects that you will develop ever increasing depth skills as a subject matter expert. You will become the world’s best in your area of expertise.
This position will require you to work a rotational On-Call schedule. You may have the opportunity for some occasional domestic and or international travel.
Responsibilities: Be part of a team and develop your skills as you solve complex technical issues in Microsoft Dynamics CRM. Manage relationships with your customers and provide technical documentation for the troubleshooting steps. Report software bugs and be an advocate for product improvement using customer suggestions. Develop specialized expertise by supporting Microsoft Dynamics CRM. Document your knowledge and share that knowledge with others. Use tools for debugging and root cause analysis. Provide in-depth technical support for customer service delivery via telephone, written correspondence, or electronic service regarding technically complex, escalated problems. Engage and collaborate with other Microsoft groups, including escalation teams and the development team, in gaining resolution to critical, complex issues. Provide exceptional customer service in politically charged environments. Represent Microsoft professionally in customer and partner onsite visits, where travel may be required. Create advanced online technical content including Knowledge Base articles, training documents, blogs, etc. Participate in planned team-wide shift rotations to cover business needs, including 24x7 “On-Call” responsibilities and extended (evening shift). Present technical content to various audiences including customers, partners, and internal stakeholders.
Qualifications Strong customer service, accurate and logical problem solving, and communication skills, plus the ability to work in a team environment. Experience in creating technical documentation and sharing knowledge with others through training delivery and mentoring. Strong debugging skills desired but not required, e.g. ability to read and analyze network traces, fiddler, SQL trace, etc. Good knowledge of Microsoft SQL. Excellent Communication Skills - spoken and written English (including technical writing). Passion for lifelong learning and personal and professional development. Three or more year’s industry experience with Microsoft stack technologies. Current Microsoft IT Certification preferred (Ex. MCSE, MCSA, MCSD, MCTS (Dynamics CRM) Exposure and experience working with customers on Microsoft Cloud products such as Azure, Office 365, or Microsoft CRM is preferred but not required. Programming skills are useful but not required, preferably in C Degree in Management Information Systems, Computer Science, Computer Information Systems, Computer Engineering (preferred)
Field Level Security in Microsoft Dynamics CRM 2015
Microsoft Dynamics CRM: Importing Leads Dynamics CRM 2011
Microsoft Dynamics CRM 2011: Sharing an Opportunity
Sync, create and manage CRM appointments on your iPad
The competitor information management feature allows organizations to do the following:
Compile a repository of product literature, pricing structures, and product reviews for each competitor.
Track the products that competitors sell and compete with the organization’s products.
Add products or sales literature to help compete with the threat.
Maintain information on how to win against the competitor.
Track competitors by creating relationships between competitors and opportunities.
Track sales lost to competitors by specifying the competitor when a sale is lost. The organization can use this information to assess the opportunities lost to or won against each competitor.