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Microsoft Dynamics CRM: Dynamic Marketing Lists

CRM 2013 Quick Tip: Add new information quickly in Microsoft Dynamics CRM

Global Search for Microsoft Dynamics CRM 2011

Opportunity : Losing an Opportunity

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

  • In the Navigation Bar, click Sales, and in the Sales area, click Opportunities.
  • Select an open opportunity in the data grid.
  • On the Opportunities tab, in the Actions group, click Close as Lost.
  • Accept the default values for the Status Reason, Actual Revenue
    and Close Date fields.
  • Optionally, you can associate a lost opportunity with a competitor by specifying a value in the Competitor field.
  • Click OK

Quote Management

Sales representatives can use quotes to inform potential customers about the products and prices associated with a sales opportunity.

  • Quotes cannot be saved unless a price list is specified.

Processes/Workflow Ownership Mystery in Microsoft Dynamics CRM

Under what user’s context does the workflow execute? (If the workflow creates a record, who will be the owner of that new record?)

It depends. Automatically triggered workflows (such as a workflow that triggers on account create) will execute in the context of the owner of the workflow. Therefore, if you have a send email step, the email will be by default sent from the e-mail account of the workflow owner. This is important to consider because the workflow owner might belong to a different business unit and have different privileges than the user who triggered the workflow (e.g. who created the account). Let’s say your workflow creates a task each time an account is created. Depending on the privileges of the user, the task might be in another business unit and not visible to the user, therefore you should consider adding an “assign step” that assigns the new task to the owner of the account. Now, if the workflow is executed on-demand, the workflow will then execute in the context of the user who requests the workflow execution. Because dialogs are always on-demand then they always execute in the context of the user who started the dialog.

Why does the process execute under different users depending on how it was started?

This was a design decision based on security considerations. You don’t want to inadvertently be sending emails and executing actions without knowing it because some other user decided it. Therefore, by having this different behavior we can guarantee that the user under which the workflow executes is always aware that a workflow is performing some actions on his behalf. For the automatic workflow case, the owner of the workflow is also the person who activates it and who selects the trigger mechanism and the workflow steps so it is OK if the workflow executes under that user’s context. For the on-demand case, a user is specifically requesting some actions to be performed on his behalf by a workflow so the user is fully aware of the workflow definition and that it will execute; therefore it is safe to execute the workflow under that user’s context instead of the workflow owner (who might not be aware that a user requests an on-demand execution).

Why can’t I activate/deactivate someone else’s workflow, even if I am the system administrator?

For the same security reason as explained above. You want the workflow owner to explicitly acknowledge that a workflow will be activated and will perform some actions on his behalf. You would not want to allow another user (even the system administrator) to decide that some process should be executed on another user’s behalf. If you want to activate/deactivate someone else’s process you must first assign it to yourself.

If I assign an activated process to another user, why does the user have to re-activate it?

Active processes cannot be modified so the system automatically deactivates them before assigning it to the new user. As per Q3 above, only the new owner will be able to re-activate the process.

I am importing a solution that contains processes and it fails with this error message “The workflow cannot be published or unpublished by someone who is not its owner”. What is wrong?

If your solution contains a process that already exists in the organization and is activated then solution import will attempt to update it. In order to do so, it must first deactivate it. However, if the owner of the activated process is not the same as the user who is importing the solution, then deactivating the process will fail (see Q3). Therefore you have a few options to fix this problem:

  1. Import the solution using the user who owns the activated process. This can be tricky, especially if there are multiple processes owned by different users which need to be updated by the solution import.
  1. Verify which processes are included in the solution, and then find them in the organization, if you can find them and they are not owned by you then you must assign them to yourself. You can reassign them to the original user after you import the solution; however, you will have to ask the process owners to activate it themselves.

Upgrading from Microsoft Dynamics CRM 2013 to 2015

Microsoft Dynamics CRM Spring '14 Overview of Unified Service Desk

[Job] - Accenture: Microsoft Dynamics CRM, India

Accenture

Company: Accenture

Location: Mumbai, 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

OneNote Integration in CRM Online 2015 Update 1

With Microsoft Dynamics CRM 2015 Update 1 you and your team can stay organized, even on the go, with OneNote notebooks associated to a CRM record. Find out how in this short video. For more information, visit http://www.microsoft.com/en-us/dynamics/crm-customer-center/default.aspx and http://go.microsoft.com/fwlink/?LinkId=394323

[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