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
Identify Decision Maker
[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
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.
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?
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.
Plug-in can execute synchronously on Pre Validation and Database Transactions.
Needs a synchronous action to happen before or after an event occur.
Needs elevation of privileges (impersonation)
The process/logic may take a long time to complete or will be a persistent process (multiple long running steps).
Better small operations like data lookups, common data operations.
Child sub processes will be triggered.
Can run processes manually using run workflow.
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.