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Scheduling Services in Microsoft Dynamics CRM 2013

By Anurag on 4/28/2014

It is allow you to view your organization’s daily, weekly and monthly schedule of service activities and appointments.

The key functional areas and entities used for scheduling a service in the Service Calendar are given below:

  • Resources
  • Work Hours / Capacity
  • Resource Groups
  • Sites
  • Selection Rules
  • Services

MS CRM 2013
Scheduling Services

Create a Marketing List and Add Members in MS CRM 2013.

By Anurag on 4/20/2014
In Microsoft Dynamics CRM 2013, Marketing lists is a related to groups of accounts, contacts, or leads. You can add any member type (Accounts, Contacts or Leads) in marketing lists. A Marketing list can only contain one record type. If you want to add member type (Account) in marketing list. Then you can see the screen shot and follow these steps below.
MS CRM 2013
Add Members
Marketing List

Change Marketing List View Layouts in CRM 4.0

By Anurag on 4/20/2014

You create a marketing list in MS CRM, when list will be created, then will contain typical fields required for a marketing list, such as Full name, Company Name, Business Phone and City/Suburb. If you want to change the fields or add the new fields for example E-mail appear in the view? But you cannot be change the fields or add new fields in customization area of the UI. Then you can by using the Advanced Find feature.


Dynamics CRM 4.0
Marketing List

Field Mapping in Microsoft Dynamic CRM 2011

By Makrand Hardey on 4/11/2014

You may come across many scenario where you need to map fields of two different entities suppose entity X & entity Y, so that data will be transfer over to other entity.


Field Mapping

N: N Relationship In Dynamic CRM 2011

By Makrand Hardey on 4/11/2014

It is the easiest but with most limitation. Use when you only need to know that two records are connected to each other but you don’t need additional details (instances) about the connection. When an entity X is associated to entity Y directly then it forms N: N relationship.


N: N Relationship

How to Create a Custom Dashboard by Using MS CRM 2013

By Anurag on 4/9/2014

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.


MS CRM 2013
Dashboard
MS CRM 2013

Change/Update the Address Included Field in CRM 2013 with Business Rules.

By Anurag on 4/3/2014

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 Street1Address Street2Address Street3ZIP/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.

 

MS CRM 2013
Business Rules
Change Address
MS CRM 2013

Validate Alphanumeric value

By Ajay on 3/24/2014

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.

Javascript
Validation

ASP.NET

By Ashutosh Kumar Tripathi on 3/22/2014

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




.Net

Microsoft Dynamics CRM has launched some important properties

By Ashutosh Kumar Tripathi on 3/10/2014
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.

 

About CRM
Properties of MS CRM
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