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.
[Job] - Microsoft Dynamics CRM, India
Location: Hyderabad, India
Good to have Skills-
Strong design and development skills.
Ability to design and develop flows.
Effectively communicates to internal and external stake-holders.
Minimum qualification : 10+5 years graduation with atleast 2.5 years of relevant experience.
Full Time Graduation
Microsoft Dynamics CRM workflow and async record maintenance
When using Microsoft Dynamics CRM, records created by system processes and workflows can be managed using registry keys and settings to reduce the overall size of the database.
Microsoft Dynamics CRM Online 2015 Update 1 - SharePoint Integration New Features
Microsoft Dynamics CRM 2011: Using the Audit tool
Exploring the Microsoft Dynamics CRM 2011 auditing capabilities. How to enable and disable auditing. Tracking changes made to CRM records.
Microsoft Dynamics CRM provides a number of tools to analyze and report on sales-related information, including the following:
Lists, Views and Charts: Use for specific analysis of information.
Sales Reports: Access a number of readily available reports to help evaluate the efforts of the sales force, including sales history, sales productivity and sales forecasting.
Custom Reports: Create custom reports with the Report Wizard.
Advanced Find: Advanced Find allows users to perform complicated and comprehensive searches for all types of information, including searching for information from different types of records and viewing the combined data. The searches and results can be saved for later use.
Export to Excel: Export information to Microsoft® Office Excel® as static or dynamic worksheets and as dynamic pivot tables, and then use Excel's capabilities to manipulate the data and perform complex analyses.
Charts and Dashboards: Visualize important sales information. Charts present a visual display of information, drawing information from a specific view of a Microsoft Dynamics CRM record type. Dashboards can display one or more charts, for several different record types, and can also combine information from custom HTML pages, external web sites, and other resources.
Keeping on top of your Pipeline - Microsoft Dynamics CRM 2011
This video provides an overview of how to automatically send an email reminder every time an open opportunity goes 14 or more days without being updated or modified. This is a best practice for sales teams and management that want to make sure they are on top of their pipeline.
arketing Calendar in Microsoft Dynamics Marketing
Take a look at this new video to see how the Marketing Calendar in Microsoft Dynamics Marketing provides an intuitive interface by showing campaign activities in a timeline view. It helps marketing managers get an overview of all present, past, and future campaign activities - and provides a visual comparision to similar campaigns.
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.