29 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.

CRM 2011 Dialogs, Data Types and Recursion

It starts with a (very!) brief introduction to CRM 2011 dialog processes, but the most important bit is how to create recursive processes with the Link Child Dialog step.

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.

Microsoft Dynamics CRM 2011: Creating a Planning Activity

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.

Lead to Opportunity Process Flow

Dynamics CRM 2011 Goal Management: Understanding Goal Criteria

Goal Management is one of the great new features in CRM 2011, but like a lot of great new features...it's got a bit of a learning curve! One question I get a lot is how do goal criteria work, and in particular, when do you need to use a rollup query. That's the topic of this recording.

Goal Management

Goal management allows organizations to track individual, team, and organizational progress toward specific goals.

Goal Management feature is provided using two record types:

  • Goal Metric 
  • Goal

 

Configurability in Synchronizing Data with Outlook or Exchange in Microsoft Dynamics CRM 2015

New content for CRM 2016 spring wave

The CRM 2016 spring wave includes many new and exciting features! 

The official names for the spring wave releases are:

  • Microsoft Dynamics CRM Online 2016 Update 1 and Microsoft Dynamics CRM 2016 Service Pack 1
  • Microsoft Dynamics Marketing 2016 Update 1
  • Microsoft Social Engagement 2016 Update 1.5

Microsoft Dynamics CRM

What’s new (all features)

Field service

Project service

CRM portals

Mobile offline

Power BI

Subscription and release history

For developers

Microsoft Dynamics Marketing

Microsoft Social Engagement

Quick references

Activity Feeds Installation (2 of 5): Dynamics CRM 2011

This snack explains how activity feeds allows users to stay up to date on the CRM records that are most important to them. After you complete this snack you will be able to:

• Install activity feeds

• Configure entities for activity feeds

• Disable activity feeds rules

• Auto post activity feeds