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Term: MS CRM 2013
31 found

Modifications and enhancements in CRM 2013 'DASHBOARDS'

By Himanshu on 3/9/2014

You’ve most likely observed that the new innovative user interface has managed some changes and enhancements to dashboards. Now, the fundamental segments like Service, Sales and Marketing are having their own dashboards, which are personalized for the necessities of the role. We can take example for salesperson like when he logins the first thing they see is the dash boards having charts highlighting details like detail of their work opportunity and the current status of their sales.

MS CRM 2013
Changes to dashboards
Improvements to dashboards
MS CRM 2013
MS Dynamics crm 2013 dashboards

Using Multiple Business Rules MS CRM 2013

By Anurag on 3/9/2014

This function is used to simple calculations in two fields built in business rule. It is an interesting functionality to be noted in Microsoft Dynamics CRM 2013 and this will be a great  feature for a lot of users in our client base that are not too technical. It is used to developer’s help in order to implement very simple business.



MS CRM 2013
Calculation in MS CRM 2013
MS CRM 2013

How to import Leads in MS CRM 2013

By Anurag on 3/5/2014

This feature is used to import data records for any entity.You can use this tool to import data records from one or more comma-separated values (.csv), XML Spreadsheet 2003 (.xml), or text files to import but here I would like to focus mainly include Contacts and Accounts in leads import in Lead Entity. Let's see how data import works in CRM 2013. Let's see how data import works in CRM 2013


MS CRM 2013
Import Leads in MS CRM 2013
MS CRM 2013

Microsoft Dynamic CRM 2013 – An Enhanced Way of Managing Customer Relationships

By Himanshu on 3/5/2014

Generally, Customer Relationship Management refers to an automated system that is used to improve relationships with customers. It is a systematic approach for handling customer relationship. It is an essential part of any business strategy to achieve high level organization goals, enhance customer satisfaction, and attract new potential customers. Almost all large and medium scale organizations are using requirement specific CRM software systems for better and automated interaction with their potential customers. It is a fundamental ingredient of any successful medium or large scale business.

MS CRM 2013
Customer Relationship Management
Managing Customer Relationships
MS CRM 2013

How to copy the same address to another address by Business Rules in CRM 2013

By Anurag on 2/26/2014

This feature is use to copy same address to another address on Contact , Account and Lead form but here I would like to focus mainly on contact form same address copy to another address for example (Physical Address copy to Mailing Address) click on (Same Physical Address Copy to Mailing Address) checkbox field. So it is an interesting functionality to be noted in Microsoft Dynamics CRM 2013. It is used for developer to develop in order to implement business rule.


MS CRM 2013
Copy Contact Address
Copy same Addresses
MS CRM 2013

How to import Contacts in MS CRM 2013

By Anurag on 2/24/2014

This feature is used to import data records for any entity (Account, Contact or Lead). You can use this tool to import data records from one or more comma-separated values (.csv), XML Spreadsheet 2003 (.xml), or text files for import but here I would like to focus mainly on contacts import in contact Entity. Let's see how data import works in CRM 2013.

MS CRM 2013
Contacts in 2013
Import in 2013
MS CRM 2013

How to set Date Format in MS CRM 2013

By Anurag on 2/4/2014

I am trying to describe about the format of date setting format in MS CRM 2013.This feature is used to change number, date formats, currency and time zone in MS CRM 2013 according to the country selected by the user. Here I would like to focus mainly on date format.

MS CRM 2013
Date Format
MS CRM 2013
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