25 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.

Competitors : Create a Competitor

To create a Competitor record, follow these steps:

  • On the Navigation Bar, click Sales and click Competitors.
  • 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:
    • Name: 
    • Website
    • Currency 
    • Ticker Symbol
    • Reported Revenue

Microsoft Dynamics CRM 2011: Implementing Claims and IFD: Part 1

This session will cover the information and pre-requisites you should consider before implementing Claims-Based Authentication in your Microsoft Dynamics CRM 2011 system.

Order Management

When customers confirm requests for the product or service, a sales representative can then create an order.

SampleDataImportSteps

Invoice Management

Invoices are requests for payment from a business to its customers.

Microsoft Dynamics CRM Roadmap.

Learn more about microsoft dynamics crm roadmap.

http://crmroadmap.dynamics.com/

Microsoft Dynamics CRM Server Roles

MS CRM Notes


Dynamics CRM Server Roles

With Microsoft Dynamics CRM Server, you can install specific server functionality, components, and services on different computers. These components and services correspond to specific server roles.

Full Server Role

  • Contains all roles from Front End Server, Back End Server and Deployment Administrator Server
  • This is default option

Front End Server Role [Web Application Server, Organization Web Service, Help Server]

  • Required for running client applications
  • Required for applications developed with Microsoft Dynamics CRM SDK

Back End Server Role [Asynchronous Processing Service, Email Integration Service, Sandbox Processing Service]

  • Handles asynchronous events such as async workflows, async plug-ins, database maintenance, and email routing.

Deployment Administration Server Role [Deployment Tools, Deployment Web Service, VSS Writer Service]

  • Manages Microsoft Dynamics CRM Deployment using methods described in the Microsoft Dynamics CRM SDK and
  • Deployment Tools

Msxrmtools.com

CRM 2013 Quick Tip: Edited records are saved automatically in Microsoft Dynamics CRM

Installation and Configuration for Microsoft Dynamics Marketing Connector for Microsoft Dynamics CRM

[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