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Microsoft Dynamics CRM 2011 - Getting online through product and programs

How to Create a General Role for a Dynamics CRM 2011 User

Opportunity : Win an Opportunity

To close an opportunity with a status of Won, follow these steps:

  • In the Navigation Bar, click Sales, and in the Sales area, click Opportunities.
  • Select and open an opportunity from the grid and double-click it to open its form.
  • On the Opportunity tab, in the Actions group, click Close as Won.
  • Accept the default values for the Actual Revenue and Close Date fields, and then click OK.
  • Close the Opportunity form by clicking the Close button (x) in the top-right corner

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

Microsoft Dynamics Customer Service Capabilities for Property & Casualty Insurance Companies

This video demonstrates customer service capabilities for property and casualty insurance companies featuring Microsoft Dynamics CRM Online. To be successful, companies must be able to attract and retain customers, improve sales processes and offer consistent experiences. For more information, visit http://dyn.ms/CRMhpYTo.

What is meant by sandbox? How it is differentiate between standard environments?

  1. Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online support the execution of plug-ins in an isolated environment. In this isolated environment, also known as a
  2. Use of the full power of the Microsoft Dynamics CRM SDK to access the web services. Access to the file system, system event log, network, and more is prevented in the sandbox.
  3. It is more secure, supports run-time monitoring and statistics reporting, and is supported on all Microsoft Dynamics CRM deployments.
  4. In registration Sandbox, known as partial trust:
  5. Outside sandbox is full trust: Full trust is supported for on-premise and Internet-Facing Microsoft Dynamics CRM deployments.
  6. Microsoft Dynamics CRM Online deployment, plug-ins must be registered in the sandbox (partial trust) because no full trust run-time environment is supported. Partial trusts are also supported for on-premise deployments.
  7. Sandboxed plug-ins can access the network through the HTTP and HTTPS protocols.
  8. Access to localhost (loopback) is not permitted.
  9. IP addresses cannot be used. Plug-ins must use a named web address that requires DNS name resolution.
  10. Anonymous authentication is supported and recommended.
  11. Full trust is supported for on-premises and internet facing Microsoft Dynamics CRM deployments. For a Microsoft Dynamics CRM Online deployment, plug-ins must be registered in the sandbox (partial trust) where they are isolated as previously described.

Control Tower for CRM User Adoption

When companies contact us to help them solve their end user adoption problems, of course we try to understand the scope of the problem right away. Unfortunately many (most?) companies can't even quantify exactly how many users utilize the system on a daily, weekly, monthly basis. The CRM administrators are stuck tracking down rumors and myths about their system usage, and these half-truths make the research nearly impossible. Even worse, the administrators can't even quantify whether or not any changes they make to improve the system really improve end user adoption! To help solve these problems, we built our proprietary Azure-hosted application Control Tower that accurately measures and quantifies end user adoption on a day-by-day basis. By deploying Control Tower in your Microsoft Dynamics CRM deployment, you have the objective data you need to measure and drastically improve your end user adoption.

Web Services in Microsoft Dynamics CRM

Microsoft Dynamics CRM provides web services that you can use to access data and metadata from your Microsoft Dynamics CRM instance.

Web services available in Microsoft Dynamics CRM are as following:

Usage of the web services in Microsoft Dynamics CRM include:

  • Performing CRUD operations against CRM data
  • Mobile application development
  • Portal development for non-crm users
  • Data Migration
  • Integration between Dynamics CRM and other applications like ERP
  • Custom user interface development for Dynamics CRM

What's New in CRM 2011 - Dialogs

In the eighth installment of Sonoma Partner's 10-part series, we will highlight a new feature in Microsoft CRM 2011- Dialogs, a visual workflow to guide users to entering CRM data.

Microsoft Dynamics CRM 2013 Setup and Upgrade New Features - Base and Extension Table Merge

Microsoft Dynamics CRM 2011: Creating a Navigation Link

Links can be established between CRM entities and external web pages. These pages can then be viewed within CRM forms. This quick demonstration will show you how.