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

What is meant by publisher?

Publisher is used to define the prefix for entity, field, relationship and web resource and order of option set for a solution.

MS CRM Many-to-Many Relationships of the "Native" Kind : CRM 4

Update Process Enhancements with Microsoft Dynamics CRM Online 2015 Update

Dynamics CRM 2011: Sales Force Automation

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.

Lead Management: Disqualifying Lead

To Disqualify a Lead click Disqualify.

The user must select a reason why the lead is being disqualified

Opportunity : Losing an Opportunity

To close an opportunity with a status of Lost, follow these steps:

  • In the Navigation Bar, click Sales, and in the Sales area, click Opportunities.
  • Select an open opportunity in the data grid.
  • On the Opportunities tab, in the Actions group, click Close as Lost.
  • Accept the default values for the Status Reason, Actual Revenue
    and Close Date fields.
  • Optionally, you can associate a lost opportunity with a competitor by specifying a value in the Competitor field.
  • Click OK

Creating Workflows - Microsoft Dynamics CRM 2011

This CRM 2011 video goes through how to create 2 workflows:

  1. Notification when an opportunity hits the proposal stage in the sales cycle AND it is above $250K
  2. Updating the Account to Relationship Type = Client when an Opportunity is WON.

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

Integrated Marketing Management and Microsoft Dynamics Marketing

Microsoft Dynamics CRM 2013 Customization New Features - Image Data Type

Color Grid for Dynamics 365

Color Form for Dynamics 365