For Multiple currencies all transaction recorded in base currency
Microsoft Dynamics CRM 2011 - Strategy for Lowering CoGs
IGH Solutions saves by switching to Microsoft Dynamics CRM
Hear how IGH Solutions switched over from Salesforce.com to Microsoft Dynamics CRM allowing them to save significant amounts of money and enjoy a cohesive environment in which their multiple business units can work.
Microsoft Dynamics Social Engagement 2015 Update 1 - New Features
Introducing Learning Path for Dynamics CRM
Looking for faster and better ways to onboard and train your teams? With Learning Path, a new Azure service, Microsoft Dynamics CRM delivers contextually-rich training, walkthroughs, videos, and articles right in the app at just the right time. Learning Path presents training tailored for different roles. For example, a salesperson only sees content created for salespeople. Watch this video to see how Learning Path helps people discover new features and become productive quickly.
CRM 2011 Global Option Sets
If you ever had to manually synch up the values in a similar picklist on two different entity forms in CRM 4.0, you will like global option sets in CRM 2011. If you ever had to do it for three picklists on three entity forms in CRM 4.0 you will LOVE global option sets in CRM 2011.
Lead Management: Qualifying Lead To Opportunity
To qualify a Lead to Opportunity, follow these steps:
On the Navigation Bar, click SALES and then click LEADS.
In the Leads view, select and open the a lead record.
In the Command Bar, click Qualify. If the Duplicate Warning dialog appears, click Continue.
Microsoft Dynamics CRM Online 2015 Update 1 - Service New Features
Installing and Configuring the Outlook client for Microsoft Dynamics CRM 2011
Activities and Dashboards - Dynamics CRM 2011
The built-in Dynamics CRM 2011 Activities report is a pretty good report. It's even better if exposed on a dashboard, which I show you how to do in this recording, which is an excerpt from the June session of my Dynamics CRM 2011 Essentials series.