welcome to XRM blog

It is used for Sales, Service and Marketing. Dashboards in Microsoft Dynamics CRM provide an overview of business data; actionable information that is viewable across the organization.

You can create two types of dashboard:

System Dashboard: A system dashboard is used provide the all users in the organization, and you can be set as the default dashboard for the Organization and you can be changed the default dashboard for the Organization.

User Dashboards: it is used according to user. An individual user owns a user dashboard. You can be assigned to other users or teams. A user dashboard can be set as the default dashboard for individual users.

Recently CRM Up gradation from 2011 to 2013, in CRM 2011 Address fields (Address Street1, Address Street2, Address Street3, ZIP/Postal Code, City, State and Country/Region) some fields is via Lookups (City, State and Country/Region), it is mentioned on the form but, in CRM 2013 default Address composite field combined all the 7-fields;(Address Street1, Address Street2, Address Street3, ZIP/Postal Code, City, State and Country/Region) mentioned on the form but I cannot replace default fields (City, State and Country/Region) with their new Lookups if we use to Business Rule then I can hide default fields (City, State and Country/Region) and also can mention the rest 3 new Lookups under same section.

 

Sometimes we have situations where we have to fill only alphanumeric value in the given field (like: password,user id etc). Alphanumeric value is a combination of alphabets and numeric value.

ASP.NET is a development framework that provides facility to build web pages and sites incorporating CSS, java script, Html and server scripting.

Development becomes very easy using these three types of Asp.net.

1. Web Pages

2. MVC

3. Web Forms

Microsoft Dynamics CRM has launched  some important properties which help your company to boost the sales and automate the marketing. In any organization sales and marketing both play important roles to make any customer satisfied. Services and Customer service both terms directly depends on sales and marketing automation.

 

Microsoft Dynamics CRM 2013 is launched with lots of new advancements and enhancements that will definitely advances the CRM user experience and will enhances their business procedures. CRM 2013 also improved in different browsers and devices like tablets, mobiles usability.

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.

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.

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. 

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.