46 Saturday, May 28, 2016 |
Msxrmtools Publisher
Publisher at Msxrmtools

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.

Record Type: Customer

Within Microsoft Dynamics CRM there are two types of customers:

  • Accounts: Represents Organization or Company
    • Examples: Customers, Vendors, Partners, Reseller.  
  • Contacts: Represents individual Person.

 

What is meant or difference between input parameter and output parameter?

The data that is in the request message currently being processed by the event execution pipeline.

The OutputParameters property contains the data that is in the response message, such as a CreateResponse, currently being passed through the event execution pipeline.

Demo: Inline Visualizations in Microsoft Dynamics CRM 2011

The ability to create "Inline Visualizations" is a rich new feature in Microsoft Dynamics® CRM 2011. With Inline Visualizations, you can leverage real-time data analytics to create and share business information, in a visual way, complete with drill-down capabilities. Armed with this new way to look at information, you can more easily uncover patterns and insights that are important to your organization.

Field Level Security in Microsoft Dynamics CRM 2015

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.

Goal Management : Goal Metric

Use Goal Metrics to specify the following basic information:

  • The type of data in which the goal is defined. For example, a sales goal metric is often defined as a "Money" data type.
  • The record type and field for which goal targets are entered and actual and in-progress values are tracked. These are referred to as "Rollup Fields.” A typical goal metric for sales is defined for the Opportunity record type, and defines actual sales as Opportunity records with a status of Won.

Competitors : Create a Competitor contd.

  • In the Address section of the form, enter the following information as appropriate and observe any noted restrictions or requirements as needed:
    • Street 1, Street 2, Street 3
    • City, State/Province, ZIP/Postal Code
    • Country/Region
  • In the Analysis section of the form, enter the following information as appropriate and observe any noted restrictions or requirements as needed: 
    • Strength
    • Weakness
  • Use the Notes section of the form to add time-stamped notes or attach files as necessary.
  • On the Command Bar, in the Save group, click Save.

Microsoft Dynamics CRM 2011: Implementing Claims and IFD: Part 5

This session will cover the setup of claims with an un-trusted domain.

Record Type: Quotes

Quotes

  • Represents a proposal or an estimate.
  • Converts to Sales Order.

 

If a customer accepts a presented quote, a sales representative can use Microsoft Dynamics CRM to create an order with the information contained in the Quote record with a single click.

 

[Job] - Accenture: Microsoft Dynamics CRM, India

Accenture

Company: Accenture

Location: Hyderabad

- Job description

"Role:- Developer
Years of experience:- 3 to 4 years
 
Must to have:-
• Plug-in - custom workflow activities, ribbon customizations, Silverlight, CRM Developer Toolkit
• Exposure to any development framework
• Should be able to create and debug Plugins - Should be able to create and debug Custom Workflow activities
• Should be able to do Ribbon customization - Understanding of Solutions - Understanding of the security in Dynamics CRM
• Should have understanding of using Developer Toolkit for Dynamics CRM
 
Good to have:
• Strong design and development skills
• Ability to design and develop flows
• Effectively communicates to internal and external stake-holders"

- Basic qualifications

Full Time Graduation