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CRM 2011 Export, Clean and Import - Microsoft Dynamics CRM 2011

This video provides an overview of how to export data from Dynamics CRM 2011 to Excel, clean and change the data in Excel and then import the changes back into CRM.

Localized labels with Ribbon?

  1. Although Ribbon elements that display text allow for direct entry of text, it is a best practice to use localized labels to define text displayed in the ribbon. This enables multi-language capabilities and better management of shared text.
  2. The <RibbonDiffXml> (RibbonDiffXml) element includes the <LocLabels> (RibbonDiffXml)
    1. <LocLabels>
    2. <LocLabel Id="MyISV.account.SendToOtherSystem.LabelText">
  • <Titles>
  1. <Title languagecode="1033"
  2. description="Send to Other System" />
  3. </Titles>
  • </LocLabel>
  • <LocLabel Id="MyISV.account.SendToOtherSystem.ToolTip">
  1. <Titles>
  2. <Title languagecode="1033"
  3. description="Sends this Record to another system" />
  • </Titles>
  • </LocLabel>
  • </LocLabels>

Rollup and Calculated Fields in Microsoft Dynamics CRM 2015

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?

[Job] - Microsoft : Sr. Support Engineer-Microsoft Dynamics CRM

Company: Microsoft

Location: Las Colinax (TX), United States

As a Microsoft Dynamics CRM Support Engineer (SE), you are a technical leader and will be driving the discovery of potentially unique solutions for each customer situation as part of a team. We’ll provide you with abundant resources, including training, advanced diagnostic tools, the Microsoft Dynamics CRM product group, and the experience of tenured engineers around you. You will also have the opportunity to collaborate and help your colleagues by sharing the results of your investigation. In this professional role, your contribution and overall impact is self-directed and the opportunities are plentiful.

Troubleshooting at this level is not scripted. You will be responsible to resolve potentially unique solution for each of your customer’s situations. During the course of troubleshooting, you may uncover software defects and have opportunities to improve the customer experience as well as to influence the current and future design of Microsoft Dynamics CRM by working directly with the product team. Our continuous learning environment expects that you will develop ever increasing depth skills as a subject matter expert. You will become the world’s best in your area of expertise.

This position will require you to work a rotational On-Call schedule. You may have the opportunity for some occasional domestic and or international travel.

Responsibilities:
Be part of a team and develop your skills as you solve complex technical issues in Microsoft Dynamics CRM.
Manage relationships with your customers and provide technical documentation for the troubleshooting steps.
Report software bugs and be an advocate for product improvement using customer suggestions.
Develop specialized expertise by supporting Microsoft Dynamics CRM. Document your knowledge and share that knowledge with others.
Use tools for debugging and root cause analysis.
Provide in-depth technical support for customer service delivery via telephone, written correspondence, or electronic service regarding technically complex, escalated problems.
Engage and collaborate with other Microsoft groups, including escalation teams and the development team, in gaining resolution to critical, complex issues.
Provide exceptional customer service in politically charged environments.
Represent Microsoft professionally in customer and partner onsite visits, where travel may be required.
Create advanced online technical content including Knowledge Base articles, training documents, blogs, etc.
Participate in planned team-wide shift rotations to cover business needs, including 24x7 “On-Call” responsibilities and extended (evening shift).
Present technical content to various audiences including customers, partners, and internal stakeholders.

Qualifications
Strong customer service, accurate and logical problem solving, and communication skills, plus the ability to work in a team environment.
Experience in creating technical documentation and sharing knowledge with others through training delivery and mentoring.
Strong debugging skills desired but not required, e.g. ability to read and analyze network traces, fiddler, SQL trace, etc.
Good knowledge of Microsoft SQL.
Excellent Communication Skills - spoken and written English (including technical writing).
Passion for lifelong learning and personal and professional development.
Three or more year’s industry experience with Microsoft stack technologies.
Current Microsoft IT Certification preferred (Ex. MCSE, MCSA, MCSD, MCTS (Dynamics CRM)
Exposure and experience working with customers on Microsoft Cloud products such as Azure, Office 365, or Microsoft CRM is preferred but not required.
Programming skills are useful but not required, preferably in C
Degree in Management Information Systems, Computer Science, Computer Information Systems, Computer Engineering (preferred)

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.

Microsoft Social Engagement Quota Management

Microsoft Social Engagement is a social media monitoring and engagement solution that consumes social posts within an allotted per-month quota.  In this video, Philippe Kieffer demonstrates how to measure your expected posts per month against your quota, and how to manage posts if you are nearing your quota limit.

Microsoft Dynamics CRM 2011: Installing and Configuring the Outlook Client

Disassociate Records In Microsoft Dynamics CRM Using Early Bound

disassociate Method

To disassocite records in Microsoft Dynamics CRM use IOrganizationService.Associate(entityName, Guid, Relationship, EntityReferenceCollection) method.

Parameters

Name Type Comment
entityname String Entity logical name
guid Guid The ID of the record to which the related records are associated.
relationship Guid The name of the relationship to be used to create the link.
relatedEntities Guid A collection of entity references (references to records) to be associated..

Output

Void

This method is implemented by OrganizationService class and OrganizationServiceContext generated in previous chapter.

Using Early Bound 

Following example demonstarates how to disassociate a contact with three accounts in Microsoft Dynamics CRM using early bound

C#

// Associate the accounts to the contact record.

// Create a collection of the entities that will be 
// associated to the contact.
EntityReferenceCollection relatedEntities = new EntityReferenceCollection();
relatedEntities.Add(new EntityReference(Account.EntityLogicalName, _account1Id));
relatedEntities.Add(new EntityReference(Account.EntityLogicalName, _account2Id));
relatedEntities.Add(new EntityReference(Account.EntityLogicalName, _account3Id));

// Create an object that defines the relationship between the contact and account.
Relationship relationship = new Relationship("account_primary_contact");


//Associate the contact with the 3 accounts.
_service.Associate(Contact.EntityLogicalName, _contactId, relationship,
    relatedEntities);

Console.WriteLine("The entities have been associated.");

//Disassociate the records.
_service.Disassociate(Contact.EntityLogicalName, _contactId, relationship,
    relatedEntities);

On Demand Workflows and Security Roles: CRM4

Keeping on top of your Pipeline - Microsoft Dynamics CRM 2011

This video provides an overview of how to automatically send an email reminder every time an open opportunity goes 14 or more days without being updated or modified. This is a best practice for sales teams and management that want to make sure they are on top of their pipeline.

Color Grid for Dynamics 365

Color Form for Dynamics 365