35 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 2011: Working with Connections

Introducing the new connection functionalty in Dynamics CRM 2011
 
 

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.

Visual Approval Workflow in Microsoft Dynamics Marketing

With Microsoft Dynamics Marketing 2015 Update the visual approval workflow provides a flexible, easy to use drag-and drop-area for approvals. Watch this short video to get an idea of how these workflows enable marketers to intuitively mimic internal processes in their Microsoft Dynamics Marketing instance.

[Job] - IBM: Package Solution Consultant: MS Dynamics CRM | Egypt

Company: IBM

Location: Cairo, Egypt

This role assists clients in the selection, implementation, and production support of application packaged solutions.  They use in-depth consulting skills, business knowledge, and packaged solution expertise to effectively integrate packaged technology into the clients’ business environment in order to achieve client expected business results. The employee focuses on individual/team/department/ operational objectives.

Required Technical and Professional Expertise:
Skills:

Environment:
Professional knowledge related to incumbent's department or function.

Communication/Negotiation:
Engaged as an independent professional. Ability to articulate and compare alternatives approaches. Negotiate with specified objectives.

Problem Solving:
Recognize problems related to project objectives. Creativity and judgment applied to professional technical, or operational problems. Independently generates solutions, based on analytical skills & business knowledge. Challenge the validity of given procedures and processes to enhance and
improve or develop complementary adjustments /solutions.

Contribution/Leadership:

Works on special projects, or leads small teams, or manages routine technical/ operational activities or departments (national or international). Understands departmental mission and vision. Provides advice in technical/operational domain of specialization. Generally controls own work priorities and methods requiring tradeoffs.

Preferred Technical and Professional Experience:

None

Preferred Education:
Bachelor's Degree

Administration Dynamic Hyperlink (3 of 5): Dynamics CRM 2011

This video provides an overview of data retention capabilities, additional data types and dynamic hyperlinks are available so that administrators can tailor dialogs and workflows to meet specific business requirements. At Training Material Completion you will be able to:

• Recognize the concept of a Multiple Series chart, with visual examples, to compare similar data points (e.g., budget to actual)

• Create charts with multiple series

• Create charts with multiple categories

• Create area charts and stacked charts

Order Management : Order Status

  • Open
  • Fullfilled
  • Cancelled

Business Process in Microsoft Dynamics CRM 2015

Top Companies to Work For in 2016

Product Catalog : Write-in Products

Write-In products are intended for products or services not currently in the product catalog.

Examples:

  • Miscellaneous charges or fees
  • Credits. To enter a credit, add a Write-In line item with a negative number in the Price Per Unit field and a value of 1 in the Quantify field.

CRM 2011: Sales Overview: Quotes, Orders, & Invoice

This video will take you through tracking and converting an email into a lead record. Then convert that lead record into a new opportunity record and demonstrate how to associate products, quotes, orders, and invoices when working with an opportunity record in CRM 2011.

Color Grid for Dynamics 365

Color Form for Dynamics 365