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Conditional Formatting in the Outlook CRM Client

Microsoft Dynamics CRM: Static Marketing Lists

Round-Robin Lead Assigment: CRM4

Dynamics CRM 2011 Goals-Marketing Goals

 

Microsoft CRM - LinkedIn Integration

This integration between Microsoft CRM and LinkedIn allows users to connect accounts and contacts from CRM to LinkedIn records. This will allow them to take advantage of all of the great relationship data contained in the LinkedIn database.
 

 

Microsoft Dynamics CRM Tutorials

What is Microsoft Dynamics CRM?

Microsoft Dynamics CRM is a customer relationship management sofware package developed by Microsoft. It has primarily three modules sales, service and marketing.  

Microsoft made Microsoft Dynamics CRM platform highly customizable which allows it to be customized to satisfy different customer needs beyond just CRM.

Microsoft Dynamics CRM comes in three flavours:

  • Online: This is hosted and maintained by Microsoft on their cloud and services are available as subscription.
  • On-Premises: This can be installed on customers premises.
  • Partner Hosted: This is installed on third party infrastructue and services are provided to customers.

Latest version

Microsoft Dynamics CRM 2016 is the latest version, previous versions are: 2015, 2013, 2011, 4.0, 3.0, 1.2, 1.0

Platform

Microsoft Dynamics CRM is built on .Net framework. It can be customized both  at server side and client side. 

Programming language for Microsoft Dynamics CRM:

  • Server Side: .Net (C# or VB)
  • Client Side: JavaScript

Software Development Kit (SDK)

To help customize the Microsoft Dynamics CRM Microsoft releases software development kit (SDK) with each version. This SDK contains assemblies, tools, sample codes and more. You can download it from below links

Get the most out of your free 30-day Dynamics CRM trial

Watch this video to get the most out of your free Microsoft Dynamics CRM trial. Invite others and let your team help you evaluate features. Check out the dashboard and get a feel for how things work using sample data or your own. Engage the in-app guidance and follow along as it shows you key capabilities and what to do next. And if you decide to buy there's no need to start over, because all of your work and data is completely and easily transferable.

Microsoft Dynamics CRM Gets You To Your Goals

Lead Management: Lead To Opportunity Process Ribbon contd.

  • Close
    • Complete Final Proposal
    • Present Final Proposal
    • Confirm Decision Date
    • Send Thank You
    • Final De-brief

SampleDataImportSteps

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