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

Opportunity : System Calculated Pricing

If System Calculated is selected, an Opportunity record can be saved without specifying a price list.


However, Opportunity Products cannot be added to an opportunity (in the Line Items section of the form) without first specifying the price list. And since the Est. Revenue field is calculated as the total of all opportunity product records for the opportunity, opportunity products must be added in order to reflect a value in the Est. Revenue field.

Office 2010 / Microsoft Dynamics CRM Demo -- Coordinating Sales and Customer Support (Part 2 of 2)

In this demonstration, you will see how the user, such as an account manager, can easily access customer information from a central dashboard in SharePoint Server 2010, and also seamlessly access customer data stored in Microsoft Dynamics CRM.

Record Type: Currency

Currency

  • One default currency is defined for organization.
  • Multiple currencies manages conversion rates.
  • For Multiple currencies all transaction recorded in base currency

Customization Toolkit Overview - Microsoft Dynamics CRM 2011

This video is an overview of how to customize Dynamics CRM 2011. The video goes through a design scenario that demonstrates how to configure the forms, fields, views, charts and dashboards.

Record Type: Invoice

Invoice

  • Represents a Request For Payment From Customer

 

Depending on the payment terms, an invoice can be generated from an order after it is fulfilled or when it is placed.

Services required for debugging a Plugin?

a. Running the application in online mode - w3wp.exe
b. Running the application in offline mode - Microsoft.Crm.Application.Hoster.exe
c. Asynchronous Registered Plug-ins - CrmAsyncService.exe
d. Sandbox (Isolation Mode) - Microsoft.Crm.Sandbox.WorkerProcess.exe

CRM 2011 Export, Clean and Import - Microsoft Dynamics CRM 2011

This video provides an overview of how to export data from Dynamics CRM 2011 to Excel, clean and change the data in Excel and then import the changes back into CRM.

Microsoft Dynamics CRM Spring '14 Overview of Unified Service Desk

Microsoft Dynamics CRM 2013 for Tablets

What's New in Microsoft Dynamics CRM 2011

Watch this video to get a better understanding of the changes in the new version of Microsoft Dynamics CRM Online to help you prepare for your upgrade.

Microsoft Dynamics Social CRM

Color Grid for Dynamics 365

Color Form for Dynamics 365