46 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.

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.

Dynamics CRM Security Scenario

Here's a demo of creating a relatively locked-down security role.

Some of the points demonstrated:

  • how the Append and Append To privileges work;
  • what's the difference between user-level Create privilege and higher level Creative privileges;
  • how to configure task privileges (e.g., no exporting to Excel, no bulk edits).

Microsoft Dynamics CRM 2013 Setup and Upgrade New Features - Data Encryption

Rollup and Calculated Fields in Microsoft Dynamics CRM 2015

What's New in CRM 2011 - Auditing

In the ninth installment of Sonoma Partner's 10-part series, we will highlight a new feature in Microsoft CRM 2011- Auditing, a background process that will record any changes to your records.

Microsoft Dynamics CRM Online 2015 Update 1 - Application New Features

[Job] - Microsoft Dynamics CRM Architect, Denmark

IBM Hiring for Microsoft Dynamics CRM Architect

Location: Any, Denmark

Category: Consultant

What does it take? You should :
 

  • be willing to work across our European practice on client sites
  • be a self-starter with the ability to work within an operating framework
  • have a customer oriented attitude and excellent interpersonal skills
  • have a passion for new technology and seamless business flow with CRM technologies
  • have demonstrated expertise in project estimation and phase breakdown of work programs
  • be knowledgeable about working with online, on-premises or hybrid solutions



Required Technical and Professional Expertise:

  • Microsoft Dynamics CRM implementation experience from senior positions
  • Proven consulting expertise with a broad array of industry exposure
  • Multiple Certifications in Dynamics CRM (either technical or functional certification/s)
  • A sound overall understanding of the greater systems around CRM
  • Master's Degree
  • At least 5 years experience in Microsoft Dynamics CRM
  • At least 5 years experience in Consulting
  • English: Fluent
  • Danish: Intermediate



Preferred Technical and Professional Experience:

Additional European languages will put you at an advantage.
As will SQL or JavaScript Skills.

Preferred Education:
Master's Degree

Link

Microsoft Dynamics CRM Server Roles

MS CRM Notes


Dynamics CRM Server Roles

With Microsoft Dynamics CRM Server, you can install specific server functionality, components, and services on different computers. These components and services correspond to specific server roles.

Full Server Role

  • Contains all roles from Front End Server, Back End Server and Deployment Administrator Server
  • This is default option

Front End Server Role [Web Application Server, Organization Web Service, Help Server]

  • Required for running client applications
  • Required for applications developed with Microsoft Dynamics CRM SDK

Back End Server Role [Asynchronous Processing Service, Email Integration Service, Sandbox Processing Service]

  • Handles asynchronous events such as async workflows, async plug-ins, database maintenance, and email routing.

Deployment Administration Server Role [Deployment Tools, Deployment Web Service, VSS Writer Service]

  • Manages Microsoft Dynamics CRM Deployment using methods described in the Microsoft Dynamics CRM SDK and
  • Deployment Tools

Msxrmtools.com

Upgrading Microsoft Dynamics CRM 2011 to Microsoft Dynamics CRM 2013

RIBBON COMMAND ELEMENTS

The <CommandDefinition> (RibbonDiffXml) element defines a command in the ribbon. The Id attribute specifies a unique identifier for the command that can be referenced by ribbon control elements by using the Command parameter.

A ribbon command defines three things:

  • Enable Rules: Specifies when a specific ribbon control will be enabled.

When configuring Ribbon elements you can define specific rules to control when the ribbon elements are enabled. The <EnableRule> (RibbonDiffXml) element is used as follows:

  • Use the /RuleDefinitions/EnableRules/EnableRule element to define rules controlling when the ribbon element should be enabled.
  • Use the /CommandDefinitions/CommandDefinition/EnableRules/EnableRule element to associate specific enable rules to a command definition.
  • Display Rules: Specifies when a specific ribbon element will be visible.

When configuring ribbon elements, you can define specific rules to control when the ribbon elements will display.

  • Use the /RuleDefinitions/DisplayRules/<DisplayRule> (RibbonDiffXml) element to define rules controlling when the ribbon element should be displayed.
  • Use the /CommandDefinitions/CommandDefinition/DisplayRules/<DisplayRule> (RibbonDiffXml) element to associate specific display rules to a command definition.
  • Actions: Specifies what code will execute when a ribbon control is uses.

Define the actions to be performed by a ribbon control in a <CommandDefinition> (RibbonDiffXml) element together with rules that control whether the control is enabled or visible in the ribbon.

A Ribbon control can perform two types of actions and may include multiple actions:

  • JavaScript Functions: A <JavaScriptFunction> (RibbonDiffXml) element references a function defined in a Script Web resource.
  • Open a URL: The ribbon opens a URL using the value from an Address attribute in the <Url> (RibbonDiffXml) Additional parameters can pass information about how what querystring parameters are passed and the mode in which the window opens.
    You have several options to pass parameters to a URL using the ribbon. For more information, see Pass Parameters to a URL By Using the Ribbon.

Color Grid for Dynamics 365

Color Form for Dynamics 365