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Microsoft Dynamics CRM: Dynamic Marketing Lists

Dynamics CRM 2011 1:N Relationships and Filtered Lookups

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.

Chart Visualization Multiple Series Charts (3 of 5): Dynamics CRM 2011

This Snack shows how to use chart designer to quickly and efficiently create graphs and charts to monitor business metrics in Microsoft Dynamics CRM 2011 At Training Material Completion After you complete this snack you will be able to:

• Add and delete entities

• Refresh the metadata

• Manage profiles

• Import and export profiles

Record Type: Competitor

Competitors

  • Represents the competitors of the organization.
  • Can be associated with:
    • Products: Which of the organization products do they compete with?
    • Sales Literature:
    • Open Opportunities: Which opportunities is the organization competing on?
    • Lost Opportunities: What can be learned from a loss?

Lead Management: Lead To Opportunity Process Ribbon contd.

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

On Demand Workflows and Security Roles: CRM4

What is meant by web resources and how it is maintain in CRM?

  1. Is a virtual file that are stored in the Microsoft Dynamics CRM database and that you can retrieve by using a unique URL address.
  2. Used to extend the Microsoft Dynamics CRM web application such as html files, JScript, and Silverlight applications.
  3. Use web resources in form customizations, the SiteMap, or the application ribbon because they can be referenced by using URL syntax.
  4. Are stored in Microsoft Dynamics CRM and are solution components, they can be easily exported and installed to on-premises and online and office outlook online and offline.
  5. Web resources are limited to static files or files that are processed in the browser and not in server like asp.net page.
  6. Web resources are only available by using the Microsoft Dynamics CRM web application security context.
  7. The maximum size of files that can be uploaded is determined by the Organization.MaxUploadFileSize property in system settings and default is : 5 MB.
  8. 10 Types (HTML, CSS, Java script, XML, XAP, XSL stylesheet, image (ico, gif, jpg, png).
  9. References that use the $webresource directive in SiteMap or ribbon commands will establish dependencies.

How to Put a Product Mix on a Dynamics CRM 2011 Dashboard

Learn how to create a product mix graph and place it in your dashboard in Microsoft Dynamics CRM and Dynamics CRM Online.

Upgrading from Microsoft Dynamics CRM 2013 to 2015

Dynamics CRM 2011 : Goal Metrics and Goals