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

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.

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

What is meant by publisher?

Publisher is used to define the prefix for entity, field, relationship and web resource and order of option set for a solution.

Microsoft Dynamics CRM 2013 Application and User Interface New Features

Core Records in the Sales Process

  • Customers
    • Accounts
    • Contacts
  • Leads
  • Opportunities
  • Quotes
  • Orders
  • Invoices
  • Competitors
  • Sales
  • Literature
  • Product Catalog
  • Currency

Microsoft Dynamics CRM: Static Marketing Lists

Scania benefiting from Microsoft CRM

Microsoft CRM from ConsultCRM gets results: See how this global enterprise achieved 100% growth in sales and fourfold increase in marketing performance.

 

Microsoft Dynamics CRM 2011 and Outlook

This demo shows how Microsoft Dynamics CRM 2011 works inside Microsoft Outlook, making it easier than ever to keep track of customer information.
 

 

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

Microsoft Dynamics CRM 2011: Auditing

This video will show you how to use and quickly setup auditing capabilities offered out of the box within Microsoft CRM 2011. The following video is using the Microsoft CRM 2011 Beta version, some icons may display placeholders due to the version used.
 
 

 

Microsoft Dynamics CRM 2011: Multiple Forms

Demonstration of how to add additional forms for entities in Dynamics CRM 2011