29 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.

Delete Record In Dynamics CRM - Late Bound

Following example demonstrates how to delete record in dynamics crm using late bound.

Connection string

<connectionStrings>
<add name="connection" connectionString="Url=https://org.crm.dynamics.com; Username=user@org.onmicrosoft.com; Password=password;"/>
</connectionStrings>

 C#

using Microsoft.Xrm.Client.Services;
using Microsoft.Xrm.Sdk;
using System;

namespace CrmSampleCodes
{
class Program
{
static void Main(string[] args)
{
IOrganizationService _service = new OrganizationService("connection");

Entity contact = new Entity("contact");
contact["firstname"] = "Suresh";
contact["lastname"] = "Maurya";

Console.WriteLine("Creating Contact");

Guid contactId = _service.Create(contact);

Console.WriteLine("Contact with guid=" + contactId + " created");
Console.WriteLine();
Console.WriteLine("Deleting Contact with guid=" + contactId + " created");

_service.Delete("contact", contactId);

Console.WriteLine("Contact Deleted");
}
}
}

Customer Service and Care: Microsoft Dynamics CRM

Microsoft Dynamics CRM: Static Marketing Lists

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.

Lead Management: Disqualifying Lead

To Disqualify a Lead click Disqualify.

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

Collaborative selling capabilities with Sales by Microsoft Dynamics

With Microsoft Dynamic CRM, discover and share ideas with the entire organization with enterprise social networking tool Yammer. Collaborate on sales proposals and presentations with document management and real-time document co-authoring from Office 365 and SharePoint. Reach experts with contextual presence, IM, voice, video, and online meetings via Skype for Business.

Microsoft Dynamics CRM 2011: Creating a Navigation Link

Links can be established between CRM entities and external web pages. These pages can then be viewed within CRM forms. This quick demonstration will show you how.

Office 2010 / Microsoft Dynamics CRM Demo -- Coordinating Sales and Customer Support (Part 1 of 2)

In this demonstration, you will see how the user, such as an account manager, can easily access customer information from a central dashboard in SharePoint Server 2010, and also seamlessly access customer data stored in Microsoft Dynamics CRM.

What is the difference plugin and workflow?

  1. Plugin is not intend to fire or execute logic while timeout or subscription with recursive.
  2. Plugin supports all most every message other than creation, status change, and assignment, attribute change and deletion.
  3. Plug-inis not bound by the features and logic patterns that the workflow editor supports.
  4. Elevations on privilege which the process is execute on behalf of another user but in workflow users they can create their own.
  5. We can’t stop plugin process execution like work flow stops using stop workflow step.
  6. We can’t execute plugin process either manually or on demand.
  7. Only developers can implement the plugin.
  8. Plugin support both offline, online and on-premise which means sandbox.
  9. Immediate effect on result.
  10. Needs a synchronous action to happen before or after an event occur.
  11. Can be triggering either child pipeline or parent pipeline.

Sales Analysis

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.