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

What is meant by managed properties?

Control whether a solution component is customizable and which specific parts of it can be customized. For example: can be customized is true or false, display name can be modified, new form, new view and new chart.

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

Lead Management: Lead To Opportunity Process Ribbon

With the process ribbon, users can follow a step-by-step process to make sure the correct information is gathered for different record types.

Stages and Steps in Lead to Opportunity Process

  • Qualify
    • Existing Account
    • Existing Contact
    • Purchase Timeframe
    • Estimated Budget
    • Purchase Process
    • Identify Decision Maker
    • Capture Summary

[Job] - TCS: MS CRM Solution Architect, India

Company: Tata Consultancy Services

Location: Kolkata, India

Job Title: MS CRM Solution Architect

Job ID: 89814

Experience Required: 7 - 12 Years

Job Role: Developer

Qualification Required: BACHELOR OF COMPUTER APPLICATION, BACHELOR OF COMPUTER SCIENCE, BACHELOR OF ENGINEERING

Skills Required: Enterprise Solutions and Frameworks - Microsoft Dynamics CRM

Job Description: "Candidate should have prior experience working as Technical architect. He or she also need to have CRM Domain Experience. Strong experience in microsoft technologies e.g. Net Development, WCF, C#, .NET Web Applications, XML, HTML, VS Team Foundation Server experience, MSCRM 2011 Experience, UI Customizations, Javascript, JSON, Jquery, Workflow design, SSRS, Application Integration, Web Services. The person must have strong communication and interpersonal skills, should be able to handle customers independantly. He/She must have the experience of MSCRM 2011 /2013experience and Agile methodology experience. "

Ad-hoc Reporting for Microsoft Dynamics AX, NAV, GP, SL and CRM

In this video, you will learn how easy it is to query and report on your Microsoft Dynamics AX, NAV, GP, SL and CRM ERP database with BI360's ad-hoc reporting tool.
 

 

Partner Landscape: Microsoft Dynamics CRM

Learn more about the opportunities for being a partner with Microsoft Dynamics CRM.

Introduction to Sales Management

The Sales module within Microsoft Dynamics CRM provides a flexible framework for organizations to track, manage, and analyze parts of their sales cycle as well as its overall success.

Get the most out of your free 30-day Dynamics CRM trial

Watch this video to get the most out of your free Microsoft Dynamics CRM trial. Invite others and let your team help you evaluate features. Check out the dashboard and get a feel for how things work using sample data or your own. Engage the in-app guidance and follow along as it shows you key capabilities and what to do next. And if you decide to buy there's no need to start over, because all of your work and data is completely and easily transferable.

When you go for plug-in and workflow?

  1. Plug-in
    1. Plug-in supports range of SDK messages or can be triggered but workflows are limited to be triggered on record creation, status change, and assignment, attribute change and deletion.
    2. Plug-in can execute synchronously on Pre Validation and Database Transactions.
    3. Needs a synchronous action to happen before or after an event occur.
    4. Needs elevation of privileges (impersonation)
    5. The process/logic may take a long time to complete or will be a persistent process (multiple long running steps).
    6. Better small operations like data lookups, common data operations.
    7. Data validations.
  1. Workflow
    1. Child sub processes will be triggered.
    2. Can run processes manually using run workflow.
    3. Plug-in is not intend to fire or execute logic while timeout or subscription with recursive.

Microsoft Dynamics CRM 2013 for Tablets - Navigation

Flexible Goal Management in Microsoft Dynamics CRM 2011

See how a businesses can define key performance and business indicators to track and measure progress against any organizational goal or metric.