63 Wednesday, December 21, 2016 |
Suresh Maurya
Dynamics CRM Consultant at IBM

What is the difference between managed and un-managed solutions?

  1. A managed solution is a completed solution that is intended to be distributed and installed.
  2. An unmanaged solution is one that is still under development or is not intended to be distributed.
  3. Managed solutions can also be layered on top of other managed solutions.
  4. Any unmanaged customized solution component can be associated with any number of unmanaged solutions.
  5. Deleting a managed solution will uninstall all of the solutions components.
  6. Unmanaged solutions are references to customizable solution components in the organization.
  7. Think of unmanaged solutions as source code and think of managed solutions as compiled, versioned and signed assemblies.
  8. Unmanaged
    1. Add components.
    2. Remove components.
    3. Delete components that allow for deletion.
    4. Export and import the unmanaged solution.
    5. Export the solution as a managed solution.
  9.  Managed
    1. You cannot add or remove solution components in a managed solution.
    2. You cannot export a managed solution.
    3. Deleting a managed solution uninstalls all the solution components within it.
    4. After you generate a managed solution, you cannot install it in the same Microsoft Dynamics CRM organization that contains the unmanaged solution.

CRM 2013 Quick Tip: Quickly access customer data in Microsoft Dynamics CRM

Dynamics CRM 2011 - Connected Cloud Demo.wmv

In this demonstration of a real estate scenario, you'll see how Microsoft Online Services, including Microsoft Dynamics® CRM Online, Microsoft® Office 365, and Windows Azure,® provide a connected experience that leverages the power of the cloud.


Top 10 User Productivity Tips - Microsoft Dynamics CRM 2011

In this video are 10 productivity tips for CRM 2011 End Users:

  1. Set Your Personal Options
  2. Use Your Charts
  3. Use Your Filters
  4. * Search (improve search)
  5. Bulk Edit
  6. "Type and Tab"
  7.  Recently Visited "Records and Views"
  8. Use Your "Up and Down" Arrows
  9. Email Templates from CRM in Outlook
  10. "Email a Link"

Customer self-service with Microsoft Dynamics CRM

Make it easy for customers to solve issues on their own. Provide a customizable online support portal that leverages an organized, searchable knowledge base to deliver real-time updates, consistent answers to service questions and product and service information and documentation. And, with the ability to submit cases directly from the self-service portal, brands can get the right case to the right agent for fast and effective service resolution.

Microsoft Dynamics CRM Online 2015 Update 1 - SharePoint Integration New Features

How to connect Microsoft Dynamics CRM to Microsoft Dynamics Marketing

Synchronize your Microsoft Dynamics Marketing and Microsoft Dynamics CRM data with the Dynamics Marketing Connector for CRM. This deep-dive video guides you through downloading and installing the connector into Dynamics CRM Online. Initial synchronization and creating custom mappings is also covered.

Learn more about Microsoft Dynamics Marketing here:

Microsoft Dynamics Marketing Playlist https://www.youtube.com/playlist?list=PLRvH_Jgj96NmWe9F6_Yi3hDp13LO_qRz5 Microsoft Dynamics Marketing Drives Results https://youtu.be/_xdDaEBZAiE

Overview of Microsoft Dynamics Marketing https://youtu.be/_yvYiOBmofw

Campaign Management in Microsoft Dynamics Marketing https://youtu.be/E-1pCHQJvPI

For even more information, visit http://www.microsoft.com/en-us/dynamics/crm-marketing.aspx and http://go.microsoft.com/fwlink/p/?LinkId=394324.

Customer Service and Care: Microsoft Dynamics CRM

Administration Date Time and Lookup DataType (2 of 5): Dynamics CRM 2011

This video provides an overview of data retention capabilities, additional data types and dynamic hyperlinks are available so that administrators can tailor dialogs and workflows to meet specific business requirements. At Training Material Completion you will be able to:

• Recognize the concept of a Multiple Series chart, with visual examples, to compare similar data points (e.g., budget to actual)

• Create charts with multiple series

• Create charts with multiple categories

• Create area charts and stacked charts

Data Importing - Microsoft Dynamics CRM 2011

This video goes through:

  • Best Practices for setting up your data for import
  • Using the data import tool in Dynamics CRM 2011
  • Using the Data Management tools to check the results of your import

New ways to reach more prospects with SMS Marketing

Discover new ways to reach more prospects with Microsoft Dynamics SMS Marketing. Watch this video to see how a typical SMS Marketing flow works, and learn how to leverage the high response rates of text messaging for your business. You'll see how to set up text messaging key words and short codes, configure opt-in and opt out workflows, link key words to marketing lists, manage your subscribers, and set up rules to limit touch points and avoid overwhelming them.

Color Grid for Dynamics 365

Color Form for Dynamics 365