Dynamics CRM

Dynamics CRM

33 views 19 July 2018 0
 Business Rules Business rules which reduce the need of complex codes, are internally converted into JavaScript by CRM and are applied to the forms. Business rules can be used for simply setting default value or doing complex calculations using formulas. We can apply business rule to a specific entity forms and can define it’s scope. By combining conditions and actions, you can do any of the following with business rules: • Set field values • field values • Set field
11 views 19 July 2018 0
 Using CRM web service in client-side code Here, we can use client-side code to access the Dynamics 365 database, to perform CRUD operations with Dynamics 365 data at client side we use ODATA and SOAP services of Microsoft Dynamics CRM. We use XMLHttpRequest to send request to these services to get the response. OData Open Data Protocol (OData) is a standard protocol for consuming data exposed by Dynamics. OData is a Representational State Transfer (REST) based protocol on the
27 views 19 July 2018 0
Client scripting Client-side scripting object model, we apply client-side programming to runs on browser. With the help of scripting we can interact with entity forms and their controls. JavaScript is one of the ways to apply custom business process logic for displaying data on a form in Customer Engagement. Web resources Web resources are virtual files that are stored in the Microsoft Dynamics 365 database and that you can retrieve by using a unique URL address. They can be
15 views 19 July 2018 0
 Dynamics CRM for Mobile Client mobile development is certainly one of the innovative and actively growing sector. Nowadays mobile developers have made applications for everything, we can also access business applications. It is becoming a key requirement for a wide category of business users, to view information related to CRM systems. Microsoft has provided support for mobile and tablet devices to access the CRM application.  Dynamics CRM for Phone Access We have basically two ways
65 views 13 April 2018 0
Mail merge templates can be used with Office Word to create customer-ready letters, faxes, e-mail messages, and quotes. Word templates are created and edited in Word, but can be uploaded to Dynamics 365 to use with mail merge and share with other users. Only Word .xml documents can be used as templates. Mail Merge Templates allows pulling the data from Dynamics 365 environment and embedding it in the content as required. Creating a Mail Merge Template: Step 1: Go to Settings >>
65 views 13 April 2018 0
Microsoft Dynamics 365 allows you to maintain a Product Catalog with multiple customizable price and discount lists for all your business needs. This allows your sales representatives to create quotes, invoices, and orders all from Dynamics 365. In the latest Dynamics CRM 2015 update Microsoft has given its product catalogue a makeover to improve the experience for sales teams. At the heart of these enhancements is the introduction of a new product family feature enabling:
65 views 13 April 2018 0
A comprehensive knowledge base is a key to increased customer satisfaction and improved productivity of users. It is designed to assist customer service representatives as they answer questions and resolve cases. It is a repository of information that is used by the customer service team but is visible to everyone. It consists of articles (documents) that are categorized by subjects. Dynamics 365 supports two knowledge management solutions: A. Native Dynamics 365 knowledge management: It
49 views 13 April 2018 0
Dynamics 365 for Sales enables sales people to build strong relationships with their customers, take actions based on insights, and close sales faster. Dynamics 365 for Sales is used to keep track of user’s accounts and contacts, nurture user’s sales from lead to order, create sales collateral, create marketing lists and campaigns, and even follow service cases associated with specific accounts or opportunities. The following image shows the menu for the Sales app. Dynamics 365 for Sales
67 views 13 April 2018 0
A lead is an expression of interest in a product or service made within s specific marketing context. The lead life cycle is the journey that a lead takes from creation, through nurturing, and on to opportunity and eventual sale. Lead generation: There are two ways to create a lead: manual and automatic: To view, create, or edit a lead manually, go to Marketing > Customers > Leads. This opens a standard list view, which you can be used to search, sort, filter, create, and delete
45 views 13 April 2018 0
Service Level Agreements (SLAs) offer an easy and convenient way to track the time taken by service representatives to solve support requests. Service Level Agreements are also the first step towards crafting Key Performance Indicators (KPIs) and tracking the performance against those KPIs. It is possible to see them as timers on record forms, where they indicate remaining time until (or time passed since) or the prescribed time it takes to solve a support request. It is possible to manually
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