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Dynamics CRM 2011 - Connected Cloud Demo.wmv

In this demonstration of a real estate scenario, you'll see how Microsoft Online Services, including Microsoft Dynamics® CRM Online, Microsoft® Office 365, and Windows Azure,® provide a connected experience that leverages the power of the cloud.
 

 

Record Type: Quotes

Quotes

  • Represents a proposal or an estimate.
  • Converts to Sales Order.

 

If a customer accepts a presented quote, a sales representative can use Microsoft Dynamics CRM to create an order with the information contained in the Quote record with a single click.

 

What meant by Queue in CRM

  1. Queue is a central location to monitor the progress, prioritise user work and change status of activities. Or collection of queue items.
  2. It is used to processing sales orders, responding to service calls, pre validation of consumer services, tracking of emails and product information to prospect clients.
  3. The following information pertains to queues:
    1. All customizable entities, business or custom, can be enabled for queues.
    2. A default queue is automatically created for each new user or team.
    3. You can assign and share queues with other users and teams to improve collaboration efforts.
    4. Queues can be enabled for workflows and audit. This helps improve productivity and track the entity and attribute data changes for future analysis and reporting.
    5. A queue contains information about the user who is working on a particular queue item. This helps you manage your resources more efficiently and helps to prevent duplication of work.
    6. A queue can contain multiple entity types, such as tasks, emails, or cases.
    7. A queue is user-owned or team-owned. This provides a high level of security by allowing data access to specified users and teams instead of to the whole organization.

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

Order Management : Fields on the Order Form contd.

  • Shipping Information
    • Shipping Method: Shipping method for deliveries sent to this address.
    • Payment Terms: Payment terms to indicate when the customer needs to pay the total amount.
    • Freight Terms: Freight terms to make sure shipping charges are processed correctly.
  • Addresses
    • Bill to Address: Complete Bill To address.
    • Ship To: Whether the products included in the order should be shipped to the specified address or held until the customer calls with further pick-up or delivery instructions.
    • Ship To Address: Complete Ship To address.
  • Sales Information
    • Opportunity: Related opportunity linking the data for the order and opportunity for reporting and analytics.
    • Quote: Related quote linking order data and quote data for reporting and analytics.
    • Potential Customer: Customer account or contact providing a quick link to additional customer details, such as account information, activities, and opportunities.

[Job] - Accenture: Microsoft Dynamics CRM, India

Accenture

 

Company: Accenture

Location: Hyderabad, India

- Job description

Role:- Developer
Years of experience:- 3 to 4 years
 
Must to have:-
• Experience with Microsoft CRM 2011 Modules and features related
• Experience with Microsoft CRM 2011 customizations and Configuration [Sitemap, Writing jScripts, Developing/Registering plug-ins, workflows and dialogs, SDK, importing data and CRM Deployment Manager
• Experience with developing and implementing web/windows applications with Microsoft Visual Studio .Net
• Experience with developing XML Web Services and Server components
• Experience in writing oData and Linq
• Identify build or development changes, code and peer reviews and unit testing
• Experienced working on development project Good to have:"

- Basic qualifications

Full Time Graduation

Recursive Workflow for Case Escalation

Microsoft Dynamics CRM 2013 SDK New Features - Custom Actions

SampleDataImportSteps

Membership Management for CRM 2011

Planet Technologies presents Membership Management for CRM 2011. This video shows how to install and then load sample data for the Membership Management solution.

CRM 2013 Quick Tip: Quickly access customer data in Microsoft Dynamics CRM

Color Grid for Dynamics 365

Color Form for Dynamics 365