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Microsoft Dynamics CRM Marketing Automation

Watch this 6 minute video demonstration to learn how to drill into campaigns using Microsoft Dynamics CRM. Some examples include tracking campaign responses, planning your activities, assigning them to CRM users and also be able to synchronise these to your Outlook tasks. Contact one of our experts for more information. W: www.pa.com.au E: microsoftinfo@pa.com.au T: 1800 126 499

Record Type: Lead

Leads represents

  • A Potential Sale.
  • A Potential Customer (Account, Contact)

 

Leads should be considered temporary records, with goal of converting them to some combination of Opportunity or Customer.

SSRS Reports in CRM 2011 Online

Dynamics CRM 2011 Online now supports custom SSRS reports. There's a bit of setup required, though, including the installation of BIDS (part of SQL 2008) and a (free) add-on for CRM known as the Report Authoring Extension. In this video I go through the setup and show some basic SSRS authoring techniques.

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

 

Microsoft Dynamics CRM Marketing Automation

Watch this 6 minute video demonstration to learn how to drill into campaigns using Microsoft Dynamics CRM. Some examples include tracking campaign responses, planning your activities, assigning them to CRM users and also be able to synchronise these to your Outlook tasks. Contact one of our experts for more information. W: www.pa.com.au E: microsoftinfo@pa.com.au T: 1800 126 499

Microsoft Dynamics CRM 2013 Application and User Interface New Features

Editing Dynamics CRM data in Excel

Microsoft Dynamics CRM 2013 for Tablets - Customizations

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.
 

 

Opportunity : Opportunity Form Fields contd.

  • Revenue: The method for calculating estimated revenue. If an organization uses automated pricing, select System Calculated. Otherwise, select User provided and then enter an amount under Est. Revenue.
  • Est. Revenue: Estimated revenue for opportunities with products added to them. If you selected User provided, enter an amount in this field. This value appears in the list of opportunities on the main Opportunities page and is used for forecasting.
  • Est. Close Date: The date when the sale is expected to close. This date is used for forecasting.

Color Forms for Microsoft Dynamics 365

Color Form for Microsoft Dynamics 365

Color Form for Microsoft Dynamics 365 is a configurable solution.

With this you can define different color scheme for differetnt parts of entity form.

Below is the example of Color Form configuration which resulted in above form's color.

Color Form Configuration

 

Check more details here : http://msdynamicsconsulting.com/Products/ColorGrid

Color Grid for Dynamics 365

Color Form for Dynamics 365