29 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

Microsoft Dynamics CRM Online 2015 Update 1 - Application New Features

Creating a User Adoption Dashboard - Microsoft Dynamics CRM 2011

This video goes through the process of creating a User Adoption Dashboard in Dynamics CRM 2011. The video explains the approach to building a dashboard in CRM 2011 and how the related charts and views make the dashboard present the data that you want.

Microsoft Dynamics CRM 2011: Creating a Planning Activity

Product Catalog : Substitute Product

Substitute is a similar product to offer if the existing product becomes inactive.

Substitutes can be specified for a product by adding products on the Substitutes form in the Products form.

[Job] - Infosys: Associate Consultant, Microsoft Dynamics CRM - USA

Company: Infosys

Location:Redmond, WA

 

Job Description

Infosys– EASESV - Senior Associate Consultant – MS Dynamics CRM

Are you looking for a change? Do you want to collaborate with some of the best talent in the industry? Are you ready to join a company whose passion is to really make a difference to enterprises, the community and the world? Then you are the one that we are looking for to be part of our growing team.

Wanted: Global Innovators To Help Us Build Tomorrow’s Enterprise

As an Associate Consultant, you will be a key contributor to the consulting team at different phases of the project including discovery, solution generation, design/architecture and the detailing of the overall process. You will be involved in the recommendation, configuration, evaluation and deployment of high-quality solutions that enable our clients to meet the changing needs of the global landscape.

Location for this position is Redmond, WA. This position may require relocation.

U.S. citizens and those authorized to work in the U.S. are encouraged to apply. We are unable to sponsor at this time.

Qualifications

Basic
• Bachelor’s degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education.
• At least 2 years of experience with Information Technology.

Preferred
• At least 1 year of experience in creating requirement specifications based on Architecture/Design /Detailing of Processes
• At least 1 year of experience in Microsoft Dynamics CRM, Marketing, Parature, Social Engagement
• At least 1 year of experience in Development/ Configuration/solutions evaluation and deployment
• At least 1 year of experience in creating requirement specifications based on internal/External consulting, documenting and reviewing Architecture/Design /Detailing of Processes
• Analytical and Communication skills
• Planning and Co-ordination skills
• Experience and desire to work in a management consulting environment that requires regular travel
The job entails sitting as well as working at a computer for extended periods of time. Should be able to communicate by telephone, email or face to face. Travel may be required as per the job requirements.

harePoint 2010 and CRM 2011 Integration - List Component and Contextual Search

It's about two ways of integrating CRM and SharePoint:

  1.  using the CRM 2011 List Component for SharePoint 2010 to get automatic library and folder creation in SP from CRM; and
  2.  Contextual search of SharePoint from CRM records, using JScript and an IFrame.

Lead to Opportunity Process Flow

Connect To Microsoft Dynamics CRM Using Organization Service Context

OrganizationServiceContext is alternative to OrganizationServiceProxy to connect to Microsoft Dynamics CRM programmatically.

To create OrganizationServiceContext object pass IOrganizationService object to constructor.

IOrganizationService service = new OrganizationService("connection");
OrganizationServiceContext context = new OrganizationServiceContext(service);

Entity entity = new Entity("account");
entity.Attributes["name"] = "This is my sample account";

context.AddObject(entity);
context.SaveChanges();

context.AccountSet.ToList().ForEach(a => Console.WriteLine(a.Name));

OrganizationServiceContext class can be generated by the code generation tool (CrmSvcUtil.exe). 

Learn more about OrganizationServiceContext.

Dynamics GP - MSFT Dynamics CRM Adapter

http://www.microsoft.com/erp : By utilizing the Microsoft Dynamics CRM Adapter Service, you can synchronize changes made in Dynamics CRM with other Microsoft Dynamics ERP solutions, such as Dynamics GP.

Opportunity : Losing an Opportunity

To close an opportunity with a status of Lost, follow these steps:

  • In the Navigation Bar, click Sales, and in the Sales area, click Opportunities.
  • Select an open opportunity in the data grid.
  • On the Opportunities tab, in the Actions group, click Close as Lost.
  • Accept the default values for the Status Reason, Actual Revenue
    and Close Date fields.
  • Optionally, you can associate a lost opportunity with a competitor by specifying a value in the Competitor field.
  • Click OK