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A business unit is a logical grouping of related business activities. It is the foundation of the security structure in Microsoft Dynamics 365. Each user has to be part of a business unit. There is a default business unit that is created when Dynamics 365 is installed. This is called the root business unit, and it cannot be deleted or disabled–only renamed.
Create a new business unit:
Step 1: Go to Settings > Security.
Step 2: Choose Business Units.
Step 3: On the Actions bar,
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Case in Dynamics CRM is essential feature in term of provide service or help. Case entity provides incident-based tracking for issues that may arise from customers, whether they are external or internal. It is designed to track the process from the initial intake of an incident, tracking the details throughout the remediation process, and through final resolution. You can assign case to either CRM users or CRM teams. Case in Dynamics CRM support feature to track using outlook to create cases
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Microsoft Dynamics 365 Security Model is most important feature. Also users must understand level of security to restrict access based on level of users in organization. Since it is huge system therefore users need difference level of security to restrict data access throughout the system.
Types of Security:
1. Role Based:
Focuses on grouping a set of privileges together that describe the responsibilities (or tasks that can be performed) for a user. Types of security roles are:
95 views 01 February 2018 8
The structure of Microsoft Dynamics 365 Sales Module is core sales oriented feature. Hence, it starts gathering information from any source and store as lead and more on convert it contact, account or opportunity.
Since, Microsoft Dynamics 365 is designed to support the sales process from acquiring a new lead through the close of a sale. CRM has a place to store the contact information for new leads, also a place to track the follow-up communications (such as Phone Calls, Emails, and
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CRM Analytics using Charts in Dynamics 365 present large quantities of data in an organization in a more insightful and graphical way. They are built from the query on the data. When the query is updated for the data, the associated charts also get updated automatically. Dynamics 365 includes system charts (built-in charts that come with Dynamics 365) and user charts (created by users).
System charts in Dynamics 365 Customer Engagement are organization-owned charts and can’t
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The goal management in Microsoft Dynamics 365 allows setting sales, marketing, and other business goals for an organization and measuring the results against the targets. The goal management will help to motivate an organizations work force, furthermore identify successful programs, do better planning, and grow business.
Create goal hierarchy, goals, and targets:
The manager’s goal is an aggregate of the goals assign to the team members. Hence a manager decides on the overall goal for the
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What is Goal metric and Rollup fields and what use of Goal metric and Rollup fields in Dynamics CRM. In this article we learn more about it.
The goal metric entity (Metric) and the rollup field (RollupField) entity are used to specify the goal metric type, participating entities, and whether to track actuals, custom or in-progress data. The goal metric and the rollup fields have a parental relationship in which all operations on the parent record are propagated to the child records.
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Microsoft Dynamics 365 Entities are base of Dynamics CRM customization and integration. Hence it makes Dynamics CRM more flexible.
Entities: The entities uses to model and manage business data in Microsoft Dynamics 365. An entity has a set of attributes and each attribute represents a data item of a particular type. Categories of entities include system (used by Microsoft Dynamics 365 to handle all internal processes, such as workflows and asynchronous jobs), business (part of the
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Microsoft Dynamics 365 Relationships is component which uses to connect entities and make data associate with other one. When one to many relationship exists, relationship uses to maintain data integrity of system, and also uses automate system process.
In Microsoft Dynamics CRM, Entity relationships define how records can be related to each other in the database.
Entity relationships or Connections?
In Dynamics CRM, Entity relationships are metadata that make changes
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Fields (Attributes): Fields define the individual data items that can be used to store data in an entity.
Properties of fields:
1. Display Name: Label in heading for lists where attribute is included.
2. Name: Prepopulated based on display name.
3. Field Requirement: Three options –
a. Optional – Record can be saved even if there is no data in this field.
b. Business Recommended – Record can be saved even if there is no data in this field but it is marked with blue