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

Lead Management: Disqualifying Lead

To Disqualify a Lead click Disqualify.

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

Product Taxonomy Administration in Microsoft Dynamic CRM 2015

[Job] - Microsoft : PREMIER FIELD ENGINEER - DYNAMICS CRM | United States

Company: Microsoft

Location: United States

This role will require you to accumulate, maintain, and demonstrate technical knowledge of Microsoft Dynamics CRM and related Microsoft products. You will apply this knowledge to each customer through proactive and preventative work to promote organizational health and reduce risk at their site. This role requires the ability to acknowledge opportunities and solve real world customer business problems by leveraging Microsoft Business Solutions Applications and technologies. Strong product knowledge of Microsoft Dynamics CRM is required; communication, and customer relations skills are needed to complement product and technical knowledge.

Minimum Requirements: Solid understanding of client/server, networking, and Internet technologies fundamentals. Candidate must possess strong knowledge and demonstrated technical proficiency in Windows Server and Microsoft client products, SQL Server, and Dynamics CRM. In addition, the successful candidate must possess knowledge of DNS, Exchange Server and Active Directory as it relates to successful implementations of Dynamics CRM. Five or more years of experience in systems development, network operations, and software support or I.T. consulting or five or more year’s industry experience with Microsoft products are required. Effective learning skills, ability to work well in a team environment and strong problem-solving skills are also critical to success in the role.

Goal: To provide high quality technical support reactively and proactively to a designated set of strategic Microsoft customers.

Responsibilities: Primary responsibilities include providing on-site and remote technical support solutions for customer service delivery and availability, while ensuring satisfaction with Microsoft software. The successful candidate will be capable of providing field technical support and proactive service presence for groups in the Microsoft Services organization, including but not limited to Premier and Professional Support, Microsoft Consulting Services, and escalation engineers. The Premier Field Engineer acts as the primary technical contact, providing customer visibility, advanced technical troubleshooting support and problem resolution for corporate customers, including issues escalated to the highest levels of management. The candidate will provide technical support including product technical training onsite, as well as via telephone, and electronic media. Candidate must be able to manage hot issues by setting customer expectations, devising and implementing action plans, and professionally communicating to all parties involved.

Overnight travel may be required. Travel requirements vary regionally and could be in the range of 30-75%. Candidates must possess current passport or be able to obtain passport within 90 days of hire. The candidate should already have current US work authorization and live within US and be willing to relocate if needed.

Qualifications: 4-year technical degree or equivalent work experience, 5+ year’s customer experience. Ideal candidate would have 2+ years of experience with the Microsoft Dynamics CRM product. MCSE strongly preferred, but not required at hire. Candidate must possess the ability to effectively communicate with customer managers and executives on technical and business issues. Strong organization, communication, problem solving, time management, and negotiation skills.

Goal Management : Goal

Goals contain more specific information than goal metrics, including the following information:

  • The goal metric on which the goal is based.
  • The goal owner—the user or team to which the goal is assigned.
  • The fiscal period for which the goal is created.
  • The target value of the goal for the fiscal period.

Configurability in Synchronizing Data with Outlook or Exchange in Microsoft Dynamics CRM 2015

Microsoft Dynamics CRM Working with Solutions

Microsoft Dynamics CRM Spring '14 Queue Enhancements

[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

Record Type: Product Catalog

In Microsoft Dynamics CRM  Product Calalog has following componenets:

  • Products: Product Represents
    • Product
    • or Service 
  • Units of Measure:
    • Unit of how received from Vendor
    • or Sold to Customer 
  • Price Lists:
    • Defines prices that are charges for product under ceration circumstances. 
    • Can be muplitple price lists for different occasions and markets.
  • Discount Lists: Allows to offer product at different sales price, depending on quantity purchased.
    • Discount can be:
      • Amount based
      • Percentage based

Dynamics CRM 2011 : Goal Metrics and Goals

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