27 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.

What is the purpose of plug in?

  1. Performing complex platform level data validation
  2. Performing auto-number generation
  3. Providing integration with other applications
  4. Executing complex business logic
  5. Data auditing and look up.
  6. Performing common database operations.

Microsoft Dynamics CRM Developers help guide

mydynamicsmscrm.wordpress.com

What's New in CRM 2011 Session 2: Charts and Dashboards

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

 

Comapny: IBM

Location: Bangalore, Gurgaon, Kolkata, Pune, Hyderabad | 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 YearsLocation : Bangalore / Chennai / Hyderabad / Pune / Mumbai / Gurgaon / Kolkata

Required Technical and Professional Expertise:
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.

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

 

Microsoft Dynamics CRM 2013 for Tablets - Simple Lists

Activity Feeds Disable Rules (4 of 5): Dynamics CRM 2011

This snack explains how activity feeds allows users to stay up to date on the CRM records that are most important to them. After you complete this snack you will be able to:

• Install activity feeds

• Configure entities for activity feeds

• Disable activity feeds rules

• Auto post activity feeds

MS CRM Many-to-Many Relationships of the "Native" Kind : CRM 4

Product Catalog : Creating the Product Catalog - Sequence

The following sequence is used by many organizations to configure, maintain and use the product catalog:

  • Set up unit groups: Unit groups contain the units used to sell the products and services by and at what price.
  • Set up products: Create the product and enter core pricing
    information.
  • Set up price lists: Create the price list and the price list items to
    specify the sales price of each packaged version of the product.
  • Use in sales and marketing processes:
  • Discount Lists : are an optional component of the product catalog that can be used to create volume discounts based on the amount of product purchased.

Goal Management

Goal management allows organizations to track individual, team, and organizational progress toward specific goals.

Goal Management feature is provided using two record types:

  • Goal Metric 
  • Goal

 

Introduction to MarketingPilot