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

Sales Literature: Create Sales Literature

The Sales Literature area provides a way to add, remove, and manage documents associated with products and services.

To create sales literature in Microsoft Dynamics CRM, follow these steps:

  • On the Navigation Bar, click Sales and then click Sales Literature.
  • In the Command Bar, click New.
  • In the General section of the form, enter the following information as appropriate and observe any noted restrictions or requirements as needed:
    • Title: This is a required field.
    • Subject: Type the subject or click the Lookup button and select the subject. If no subjects are listed, select Default Subject. This is a required field.
    • Type: Select from the drop-down list.
    • Employee contact
    • Expiration Date
    • Description: Type any detailed information that must be highlighted in the sales literature.
  • In the Command Bar click SAVE.

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 Troubleshooting Errors When Viewing Reports

[Job] - Microsoft Dynamics CRM Consultant, United Kingdom

IBM Hiring for Microsoft Dynamics CRM Consultant

Location: Any City, United Kingdom

Category: Consultant

Required Skills:

  • Business process analysis, requirements capture, design and product configuration skills that have been proven within enterprise level clients.
  • A self starter with the ability to work within an operating framework.
  • Willing to work across our European practice and client sites
  • Ability to identify and analyze business and functional requirements.
  • Ability to design solutions based on the Dynamics CRM platform.
  • Demonstrate the ability to configure CRM.


Other skills required:

  • Good presentation skills.
  • Excellent communication skills both written and verbal.


Desirable skills:

  • Ability to prepare and deliver solution training (Admin, end user)


Experience of the following configuration processes:

  • Workflow Entities & relationships
  • Form design Business process flows
  • Javascript within forms
  • General system administration
  • Security roles Deployment processes

Please note, the base locations for this role are: Southbank (London), Manchester, Warwick or Hursley.

 

Apply

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.

Managing Goals - Microsoft Dynamics CRM 2011

This video goes through the process of managing Goals in Dynamics CRM 2011. The video explains the key terms and goes through how to manage goals and where they are on the CRM 2011 dashboards.

OneNote Integration in CRM Online 2015 Update 1

With Microsoft Dynamics CRM 2015 Update 1 you and your team can stay organized, even on the go, with OneNote notebooks associated to a CRM record. Find out how in this short video. For more information, visit http://www.microsoft.com/en-us/dynamics/crm-customer-center/default.aspx and http://go.microsoft.com/fwlink/?LinkId=394323

Creating Workflows - Microsoft Dynamics CRM 2011

This CRM 2011 video goes through how to create 2 workflows:

  1. Notification when an opportunity hits the proposal stage in the sales cycle AND it is above $250K
  2. Updating the Account to Relationship Type = Client when an Opportunity is WON.

[Job] - IBM: Package Solution Consultant: MS Dynamics AX | India

Package Solution Consultant: MS Dynamics AX

Roles & Responsibilities -

•Using Dynamics AX develop and to customize the product and create reports as per the users business requirements

•Configuration and Installation required for AX and SQL mapping with AX.

•Implement Data Migration and Integration for using AX tools

•Provide technical expertise for Dynamics AX and MS development technologies and environment

•Work with AX Technical / functional team and Clients IT team to achieve the common goal of a successful implementation.

•Integration of Axapta with other products and localization for North America and European Countries.•Basic Estimation, Design, Development, Testing, Maintenance, Optimization Required:

Dynamics AX Technical Consultant - 3 years

• Must have around 3+ years of exposure in AX

• Must have sufficient exposure to RTC which is present in NAV'2009

*Total work experience - 4-8 Years

Location : Bangalore / Chennai / Hyderabad / Pune / Mumbai / Gurgaon / Kolkata

Required Technical and Professional Expertise:
Package Solution Consultant: MS Dynamics AXRoles & Responsibilities -

•Using Dynamics AX develop and to customize the product and create reports as per the users business requirements

•Configuration and Installation required for AX and SQL mapping with AX.

Preferred Technical and Professional Experience:

•Implement Data Migration and Integration for using AX tools

•Provide technical expertise for Dynamics AX and MS development technologies and environment

•Work with AX Technical / functional team and Clients IT team to achieve the common goal of a successful implementation.

•Integration of Axapta with other products and localization for North America and European Countries.

•Basic Estimation, Design, Development, Testing, Maintenance, Optimization Required

Preferred Education:
Bachelor's Degree

Chart Visualization Multiple Series Charts (3 of 5): Dynamics CRM 2011

This Snack shows how to use chart designer to quickly and efficiently create graphs and charts to monitor business metrics in Microsoft Dynamics CRM 2011 At Training Material Completion After you complete this snack you will be able to:

• Add and delete entities

• Refresh the metadata

• Manage profiles

• Import and export profiles

Microsoft Dynamics CRM 2013 for Tablets - Simple Lists

Color Grid for Dynamics 365

Color Form for Dynamics 365