31 Wednesday, January 4, 2017 |
Suresh Maurya
Dynamics CRM Consultant at IBM

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.

Manage your field service workforce with Dynamics CRM

Watch this video to learn what field service capabilities for Microsoft Dynamics CRM can do for your organization. Field service capabilties are now built in to CRM. We’ll show you how field service delivers advanced scheduling, inventory tracking, and asset management for service depots. And how it helps highly mobile, in-field specialists fulfill work orders and provide preventive maintenance across multiple sites under complex service agreements.

Microsoft Dynamics CRM: Dynamic Marketing Lists

Microsoft Dynamics CRM 2013 Business Process Overview

Opportunity : Opportunity Status

Opportunity records can be closed in one of two ways:

  • Close as Won indicates a successful sale, and changes the status value to Won.
  • Close as Lost indicates a decision not to buy, and changes the status value to Lost.

 

Opportunity records with status values of either Won or Lost are read only. If closed opportunities require changes, they can be reopened.

[Job] - Accenture: Microsoft Dynamics CRM, India

Accenture

Company: Accenture

Location: Mumbai, India

 

- Job description

"Role:- Developer
Years of experience:- 3 to 4 years
 
Must to have:-
• Experience with Microsoft CRM 2011 Modules and features related
• Experience with Microsoft CRM 2011 customizations and Configuration [Sitemap, Writing jScripts, Developing/Registering plug-ins, workflows and dialogs, SDK, importing data and CRM Deployment Manager
• Experience with developing and implementing web/windows applications with Microsoft Visual Studio .Net
• Experience with developing XML Web Services and Server components
• Experience in writing oData and Linq
• Identify build or development changes, code and peer reviews and unit testing
• Experienced working on development project Good to have:"

- Basic qualifications

Full Time Graduation

Microsoft Social Engagement Quota Management

Microsoft Social Engagement is a social media monitoring and engagement solution that consumes social posts within an allotted per-month quota.  In this video, Philippe Kieffer demonstrates how to measure your expected posts per month against your quota, and how to manage posts if you are nearing your quota limit.

Microsoft Dynamics CRM 2013 SDK New Features - Custom Actions

What is the difference between managed and un-managed solutions?

  1. A managed solution is a completed solution that is intended to be distributed and installed.
  2. An unmanaged solution is one that is still under development or is not intended to be distributed.
  3. Managed solutions can also be layered on top of other managed solutions.
  4. Any unmanaged customized solution component can be associated with any number of unmanaged solutions.
  5. Deleting a managed solution will uninstall all of the solutions components.
  6. Unmanaged solutions are references to customizable solution components in the organization.
  7. Think of unmanaged solutions as source code and think of managed solutions as compiled, versioned and signed assemblies.
  8. Unmanaged
    1. Add components.
    2. Remove components.
    3. Delete components that allow for deletion.
    4. Export and import the unmanaged solution.
    5. Export the solution as a managed solution.
  9.  Managed
    1. You cannot add or remove solution components in a managed solution.
    2. You cannot export a managed solution.
    3. Deleting a managed solution uninstalls all the solution components within it.
    4. After you generate a managed solution, you cannot install it in the same Microsoft Dynamics CRM organization that contains the unmanaged solution.

Microsoft CRM - LinkedIn Integration

This integration between Microsoft CRM and LinkedIn allows users to connect accounts and contacts from CRM to LinkedIn records. This will allow them to take advantage of all of the great relationship data contained in the LinkedIn database.
 

 

[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. "