Many Microsoft partners have found success driving revenue and delivering solutions with Office 365. Partners have built profitable service portfolios by selling, implementing, and creating value-added services for Office 365.
But there are many additional opportunities from Microsoft which enable Office 365 partners to elevate productivity for their customers. Microsoft Dynamics CRM Online is such an opportunity.
Dynamics CRM Online is a customer relationship management solution which allows your customers to track relationships and interactions, automate business processes and gain valuable insights into their own customers. Capabilities include Sales Force Automation, Marketing Automation, Customer Service and Social Media Insight.
O365 and CRM Online give customers an incredible solution and partners a fantastic new offering. Adding CRM Online to O365 lets customers cut through the clutter—to zero in and easily identify what they need to do next. It lets them find a relevant way to connect with their customer so they can win faster. And lets them collaborate with people, find, and access the information they need to ultimately sell more and grow their business.
By adding CRM Online, you elevate the discussion to business solutions. Plus, in addition to sales, Dynamics CRM has great solutions across marketing, customer service, and social listening & engagement.
xRM extends this to industry-specific solutions.
In this technical training we introduce Dicker Data reseller partners to Managing and deploying customizations; Configuring role-based security; Customizing entities, adding fields and relationships; Building forms for users to input and retrieve data; Presenting clear information in views and charts; Combining data sources on a dashboard; Going beyond role-based record-level security and assisting users through their business processes.
Microsoft Dynamics CRM Technical Training for Dicker Data ResellersDavid Blumentals
Many Microsoft partners have found success driving revenue and delivering solutions with Office 365. Partners have built profitable service portfolios by selling, implementing, and creating value-added services for Office 365.
But there are many additional opportunities from Microsoft which enable Office 365 partners to elevate productivity for their customers. Microsoft Dynamics CRM Online is such an opportunity.
Dynamics CRM Online is a customer relationship management solution which allows your customers to track relationships and interactions, automate business processes and gain valuable insights into their own customers. Capabilities include Sales Force Automation, Marketing Automation, Customer Service and Social Media Insight.
O365 and CRM Online give customers an incredible solution and partners a fantastic new offering. Adding CRM Online to O365 lets customers cut through the clutter—to zero in and easily identify what they need to do next. It lets them find a relevant way to connect with their customer so they can win faster. And lets them collaborate with people, find, and access the information they need to ultimately sell more and grow their business.
By adding CRM Online, you elevate the discussion to business solutions. Plus, in addition to sales, Dynamics CRM has great solutions across marketing, customer service, and social listening & engagement.
xRM extends this to industry-specific solutions.
In this technical training we introduce Dicker Data reseller partners to key CRM concepts including Deployment including Solution import, Settings and Personal Options; Customization and configuration; Data import; CRM for Outlook and mobile access; Reports and dashboards and Introduction to business rules and processes.
Microsoft CRM xRM4legal 2016 for IP Management and MoreDavid Blumentals
The Microsoft Dynamics CRM/xRM4Legal 2016 platform is a powerful tool that leverages a firm’s existing Microsoft-based technology environment – Microsoft Windows, SQL Server and Microsoft Office – to deliver a system that is highly functional, easy-to-use (and customize) and very affordable.
Integrations are available with financial systems like Microsoft Great Plains/GP (AX, NAV) and other law firm systems (like Aderant, Thomson and so on).
When combined, this helps bring everything together to improve efficiency, streamline business processes and improve overall user experience and productivity.
It also enforces the “one stop shop” for managing all client, contact, case, activity and document records in one place – across marketing, business development, client care and project and resources management.
This story board highlights key functional requirements and capabilities provided by Microsoft CRM/xRM4Legal including IP (Intellectual Property) Management. These can be summarized as managing organization, people and case records, assigning (lawyer) attorneys to work on cases, creating IP records for patents, trademarks etc – also recording disputes and licenses.
Email us today to schedule a quick discussion and/or web demo – Support@xRM4Legal.com
Microsoft Dynamics CRM Multi - Tier ArchitectureNaveen Kumar
In order to effectively customize Microsoft Dynamics CRM, you must first have good understanding of the application's architecture. The system's architecture influences how and where you can customize the system components.
The key to understanding the Microsoft Dynamics CRM architecture as it relates to customization is the Microsoft Dynamics CRM platform. One way to understand the value of the Microsoft Dynamics CRM platform is to contrast it with the client/server (two-tier) architecture that has been around for more than two decades.
Microsoft Dynamics AX is a business management solution that includes financial management, supply chain management, customer relationship management and other functionality. It offers advantages over other ERPs like an easy to use interface and flexibility to customize. Studies have shown Dynamics AX customers achieved positive ROI within 2 years and were more profitable than SAP customers. The document then provides details on various Dynamics AX modules like financial management, supply chain management and their key features.
This document discusses Microsoft SQL Server Reporting Services (SSRS) and how to create custom reports for Microsoft Dynamics CRM using SSRS and Fetch XML. It provides steps for setting up a report project in Visual Studio, connecting to a CRM organization as a data source, building a dataset using Fetch XML from an advanced find query, designing the report, and publishing the report to CRM. It also describes how to set default filters and pre-filters on the reports.
Data Migration for Remedyforce SaaS Help Desk and High-Speed Digital Service ...BMC Software
Today we will be looking at migrating data into Remedyforce- a SaaS help desk solution in the cloud. Remedyforce is built on Salesforce App Cloud for IT Service Management. We will consider The movement of data from an existing IT service management or help desk system (legacy or prior) to a new high-speed IT service management that is built on the Salesforce App Cloud. You can deliver better more thorough digital services if you migrate the right data over.
The document discusses Microsoft Dynamics, a business solution software suite. It notes that Microsoft Dynamics includes ERP software like Dynamics AX, Dynamics GP, Dynamics NAV, and Dynamics SL. It provides information on how these software products work with other Microsoft technologies and can be implemented both on-premises and in the cloud. The document also discusses the benefits some companies have realized through implementing Microsoft Dynamics, like streamlined accounting processes and improved insight into performance.
Architecture overview of Microsoft Dynamics CRM 2011 platform. Presentation shows architecture from different points of view, including abstract system model, construction and production focuses.
Microsoft Dynamics CRM Technical Training for Dicker Data ResellersDavid Blumentals
Many Microsoft partners have found success driving revenue and delivering solutions with Office 365. Partners have built profitable service portfolios by selling, implementing, and creating value-added services for Office 365.
But there are many additional opportunities from Microsoft which enable Office 365 partners to elevate productivity for their customers. Microsoft Dynamics CRM Online is such an opportunity.
Dynamics CRM Online is a customer relationship management solution which allows your customers to track relationships and interactions, automate business processes and gain valuable insights into their own customers. Capabilities include Sales Force Automation, Marketing Automation, Customer Service and Social Media Insight.
O365 and CRM Online give customers an incredible solution and partners a fantastic new offering. Adding CRM Online to O365 lets customers cut through the clutter—to zero in and easily identify what they need to do next. It lets them find a relevant way to connect with their customer so they can win faster. And lets them collaborate with people, find, and access the information they need to ultimately sell more and grow their business.
By adding CRM Online, you elevate the discussion to business solutions. Plus, in addition to sales, Dynamics CRM has great solutions across marketing, customer service, and social listening & engagement.
xRM extends this to industry-specific solutions.
In this technical training we introduce Dicker Data reseller partners to key CRM concepts including Deployment including Solution import, Settings and Personal Options; Customization and configuration; Data import; CRM for Outlook and mobile access; Reports and dashboards and Introduction to business rules and processes.
Microsoft CRM xRM4legal 2016 for IP Management and MoreDavid Blumentals
The Microsoft Dynamics CRM/xRM4Legal 2016 platform is a powerful tool that leverages a firm’s existing Microsoft-based technology environment – Microsoft Windows, SQL Server and Microsoft Office – to deliver a system that is highly functional, easy-to-use (and customize) and very affordable.
Integrations are available with financial systems like Microsoft Great Plains/GP (AX, NAV) and other law firm systems (like Aderant, Thomson and so on).
When combined, this helps bring everything together to improve efficiency, streamline business processes and improve overall user experience and productivity.
It also enforces the “one stop shop” for managing all client, contact, case, activity and document records in one place – across marketing, business development, client care and project and resources management.
This story board highlights key functional requirements and capabilities provided by Microsoft CRM/xRM4Legal including IP (Intellectual Property) Management. These can be summarized as managing organization, people and case records, assigning (lawyer) attorneys to work on cases, creating IP records for patents, trademarks etc – also recording disputes and licenses.
Email us today to schedule a quick discussion and/or web demo – Support@xRM4Legal.com
Microsoft Dynamics CRM Multi - Tier ArchitectureNaveen Kumar
In order to effectively customize Microsoft Dynamics CRM, you must first have good understanding of the application's architecture. The system's architecture influences how and where you can customize the system components.
The key to understanding the Microsoft Dynamics CRM architecture as it relates to customization is the Microsoft Dynamics CRM platform. One way to understand the value of the Microsoft Dynamics CRM platform is to contrast it with the client/server (two-tier) architecture that has been around for more than two decades.
Microsoft Dynamics AX is a business management solution that includes financial management, supply chain management, customer relationship management and other functionality. It offers advantages over other ERPs like an easy to use interface and flexibility to customize. Studies have shown Dynamics AX customers achieved positive ROI within 2 years and were more profitable than SAP customers. The document then provides details on various Dynamics AX modules like financial management, supply chain management and their key features.
This document discusses Microsoft SQL Server Reporting Services (SSRS) and how to create custom reports for Microsoft Dynamics CRM using SSRS and Fetch XML. It provides steps for setting up a report project in Visual Studio, connecting to a CRM organization as a data source, building a dataset using Fetch XML from an advanced find query, designing the report, and publishing the report to CRM. It also describes how to set default filters and pre-filters on the reports.
Data Migration for Remedyforce SaaS Help Desk and High-Speed Digital Service ...BMC Software
Today we will be looking at migrating data into Remedyforce- a SaaS help desk solution in the cloud. Remedyforce is built on Salesforce App Cloud for IT Service Management. We will consider The movement of data from an existing IT service management or help desk system (legacy or prior) to a new high-speed IT service management that is built on the Salesforce App Cloud. You can deliver better more thorough digital services if you migrate the right data over.
The document discusses Microsoft Dynamics, a business solution software suite. It notes that Microsoft Dynamics includes ERP software like Dynamics AX, Dynamics GP, Dynamics NAV, and Dynamics SL. It provides information on how these software products work with other Microsoft technologies and can be implemented both on-premises and in the cloud. The document also discusses the benefits some companies have realized through implementing Microsoft Dynamics, like streamlined accounting processes and improved insight into performance.
Architecture overview of Microsoft Dynamics CRM 2011 platform. Presentation shows architecture from different points of view, including abstract system model, construction and production focuses.
This document discusses the limitations of document management in IBM Maximo and proposes a solution using eDocumentus as a document management system integrated with Maximo. The current Maximo system does not allow for proper document storage, organization, security, or advanced document features. eDocumentus would provide a full-featured DMS with capabilities like versioning, permissions, search, and direct access to documents from Maximo. The integration would link documents stored in eDocumentus to various Maximo objects like assets, work orders, locations, etc. This unified solution provides improved management of large volumes of documents while maintaining the benefits of Maximo's asset management functionality.
The document introduces Microsoft Dynamics, an enterprise resource planning (ERP) software suite. It defines ERP as a system that facilitates information flow and resource management across an organization. The Dynamics suite includes applications like AX, CRM, and NAV. It also discusses Dynamics' architecture and integration capabilities like the Application Integration Framework. The presentation aims to provide business and technical perspectives on Dynamics and demo some of its features like the enterprise portal.
The document discusses software multitenancy and the Force.com platform. Some key points:
- Software multitenancy refers to a software architecture where a single instance of software runs on a server and serves multiple tenants, who are groups of users that share access privileges.
- Force.com is a cloud application development platform that powers many popular Salesforce applications. It uses a multitenant architecture.
- Advantages of multitenancy include improved scalability, performance, service/support, and easier upgrades since everything is centralized.
- The main steps to achieve multitenancy typically involve adding tenant IDs to core business data tables, grouping existing company data by tenant, setting up partitions if needed
DSM Tracking Software built on Microsoft Dynamics CRM to manage and report on Demand Side Management Projects, Applications, Rebates, Incentives and Energy Savings.
Retail store connect technical referenceAhmed Farag
- Retail Store Connect is a service that replicates data between head office and store databases to keep them synchronized.
- It can be configured in different ways, such as having a "forwarder" instance that passes packages to other Retail Store Connect instances for load balancing.
- The Retail Store Connect Settings tool is used to configure instances of the Retail Store Connect service, specifying properties like the server name and database connections.
Dynamics Day '11: Deep Dive - Advanced Financial Models and Analysis in Dynam...Intergen
The document summarizes new features in Microsoft Dynamics AX 2012 for finance users. It describes enhancements to organizational structures, chart of accounts, financial dimensions, journal entries, office add-ins, segregation of duties controls, workflow tools, and case management. Key updates include graphical tools for organizational hierarchies and workflow design, unlimited financial dimensions, advanced account structures, improved security roles and duties, and linking cases to business processes and records.
This document discusses the benefits of implementing Microsoft Dynamics AX as an ERP solution. It highlights that Dynamics AX allows for increased agility, fast time to value, and happier more productive users. It also notes that Forrester found the average payback for Dynamics AX to be 21 months, with a 92% ROI. The document provides examples of quantifiable benefits customers have experienced, such as eliminating old system licenses and maintenance costs, reducing IT team size, and increasing business user productivity.
Lundi 27 octobre 2014
Groupe Architecture
Sujet: Microsoft Dynamics CRM, vue d'ensemble de la plateforme et architecture de solution 101
Conférencier: Salim Adamon
Avec les nombreux ajouts de fonctionnalités effectués par Microsoft sur sa plateforme Dynamics CRM au cours des dernières années, le produit se compare de plus en plus aux acteurs majeurs dans le domaine du CRM et commence à acquérir une grande part du marché partout dans le monde. En tant qu’architecte de solution travaillant avec des technologies Microsoft, il est important de connaître les atouts de la plateforme Dynamics CRM afin de pouvoir envisager son utilisation si elle répond à des besoins existants et d’économiser un grand temps de développement.
Cette présentation va dans un premier temps vous donner une vue d'ensemble de la plateforme: les modules classiques de gestion de la relation client (CRM), ainsi que les possibilités d'extensions et de personnalisations. Dans un second temps, nous parlerons de différentes considérations à prendre en compte lorsqu'on fait le design d'une solution avec Dynamics CRM. Cette section couvrira à haut niveau le développement, l'intégration, l'infrastructure, la performance et d’autres concepts importants pour architectes, analystes d’affaires et développeurs en entreprise.
This document provides an overview of Microsoft Dynamics AX 2012 and its development features. It covers topics such as the Dynamics AX architecture which uses a multi-tier architecture and layered structure to allow for customization. The document also summarizes the development patterns in Dynamics AX 2012 including the use of classes, inheritance, methods and queries using the X++ programming language. It provides examples of how to work with tables, transactions, exceptions and the AIF framework in Dynamics AX application development.
Hybrid Integration with Dynamics CRM Online, Microsoft Azure Service Bus and ...Colin Meade
In this presentation we will walk through a real-world hybrid integration solution involving Microsoft Dynamics CRM Online, Microsoft Azure Service Bus, AppFx.ServiceBus and on-premises Line Of Business systems.
We will show how a robust and scalable integration between CRM and on-premises services can be achieved in a relatively short timescale using these technologies.
AX 2012 Functional Track - Steven Hermansdynamicscom
Microsoft Dynamics AX2012 provides a powerful yet simple user experience. It introduces many powerful new innovations while maintaining a focus on simplicity. The application is powerful when it enables users to realize their full potential efficiently. Simplicity is achieved through reducing unnecessary attributes. The new release features a role-tailored navigation, more powerful list pages, simplified detail forms, improved setup forms, and richer interactive reports.
There are three main data structures that Salesforce provides for organizations: Account to Contact structure, Individual Account structure, and Person Account structure. Each structure has different strengths and weaknesses related to data entry, reporting, data migration, and application integration. The best structure depends on an organization's specific needs and goals. The Individual Account structure is commonly used by nonprofits as it allows relationships between households, organizations, and individuals while still providing prebuilt reporting.
Mogens Larsen will give a presentation on Dynamics AX 2009 Supply Chain Management from 14:15-15:15. The presentation will cover the user interface of Dynamics AX 2009, inventory management, order flow, and warehouse management. It will also include a short introduction to Dynamics AX 2009 through a PowerPoint presentation and discuss the product roadmap.
Calame Software developed Gathering Tools to address the problem of dispersed data in enterprises. Gathering Tools allows complex Excel collection processes to be converted into secure, synchronized forms and integrated into the information system. It aims to reconcile IS departments seeking integration and operations staff wanting automated processes. Gathering Tools reproduces Excel workbooks as forms while ensuring data quality and accessibility for decision tools. It provides automation, security, and workflows that Excel lacks.
eControl - Simplified management for Active Directory, Exchange, SAP, eDirect...Omni - www.omni-ts.com
Need to delegate management and provisioning to support staff?
Omni eControl delivers a simplified alternative to Microsoft Management Console, Task Pads, Novell ConsoleOne and Novell iManager for carrying out delegated tasks. With minimal training and no special permissions required, your support staff will be able to carry out routine, yet time-consuming, tasks in Active Directory, Exchange, SAP, eDirectory, GroupWise, CRMs and other systems.
Microsoft dynamics ax 2012 development introduction part 1/3Ali Raza Zaidi
This document provides an overview of Microsoft Dynamics Ax 2012 development. It discusses the architecture including the three-tier architecture with separate client, server, and database layers. It also covers non-graphical objects like classes and macros, the data dictionary including tables, views, and extended data types, and forms development in Microsoft Dynamics Ax 2012. The document aims to present a fundamental overview of Microsoft Dynamics Ax development.
What Does Prozone Do for You?
Our on-site and offsite technical capabilities give you maximum flexibility to address customers needs. Cost effective business models for cooperation with customerand/or other business partners. Experience form enterprise projects completed in the Middle East and UK.
Strong technical capacity for Maximo implementations/upgrade projects, Maximo customizations, integrations, reports development, custom development on top of Maximo.
Development and implementation of end-to-end EAM solutionsin different industries
Advanced document management in Maximo
Support and Application life cycle management (ALM) services.
Markets / References: Using various software solutions and new technologies. Prozone operates in: Kuwait, Qatar, United Arabian Emirates, Austria, Lebanon, Greece, United Kingdom, Netherlands, Slovenia, and Serbia.
Asset Management
Facilities, Operations, IT, Fleet
Assets, Locations, Failure Reporting, Condition Monitoring, Meters
Work Management
Preventive, Corrective, Projects,Emergency, Safety Plans
Work Hierarchies, Planning, Status, Assignments, Actual Metrics
Procurement Management
PR’s, PO’s, Receipts, Invoices
Materials Management
Items, Storerooms, Inventory, Reorder, Issues, Returns
Contract Management
Master, Purchase, Warranty, Lease/Rental, Labor Rate
Service Management
Self Service Requests & Status
Platform for asset owners, asset managers and service providers
Next Generation Architecture
J2EE Platform
Standards-based
Service Oriented Architecture (SOA)
Enterprise Assets Management solutions based on IBM Tivoli products:
Maximo Asset Managementwith utilization of all modules
Maximo for Service Providers
Maximo for Transportation
Maximo for Oil & Gas
Maximo for Utilities
Service Request Manager
Maximo Integration Framework
Maximo Scheduler
IBM SmartCloud Control Desk
and PROZONE add-ons for IBM maximo:
DMS component:
Full integration between ECM and EAM worlds
Direct and secured access from Maximo applications to documents stored in eDocumentus DMS
eBusiness Portal
publishing RFQ and vendors data
Procurement process integration with maximo
PROZONE engineers provide various type of services implementing EAM solutions for our customers (onsite/offsite):
Business consultancy services. Project management. Impact analysis of Maximo implementations or upgrades. Process analysis, design and optimization. System design. Maximo implementations. Technical consultancy services. Maximo configuration and customizations. Workflow development. Reports development (Birt/Cognos). Maximo upgrades. Deployment options, hardware sizing, security. Integration with other platforms using Maximo Integration Framework. Data migration. Custom value added components.
Performance testing ant tuning. Training. Post production support & maintenance, archiving solutions for IBM Maximo.
This document provides an overview of integration capabilities in Microsoft Dynamics AX 2012. It discusses the types of services available in Dynamics AX 2012, including document services and custom services, and how they can be used to integrate Dynamics AX with external systems. It also provides examples of service attributes and describes the AIF architecture for exchanging data between Dynamics AX and other applications via XML documents.
This session was about Master Data Services and what it also could be used as - the client wanted an application to validate and submit warehouse inventories.
En esta presentación examinamos los roles y responsabilidades en la administración de SQL Azure.
Saludos,
Eduardo Castro Martinez – Microsoft SQL Server MVP
http://mswindowscr.org
http://comunidadwindows.org
Costa Rica
Technorati Tags: SQL Server
LiveJournal Tags: SQL Server
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SFDC Data Models For Pros - Simplifying The ComplexitiesBaruch Oxman
This session covers some of the most advanced ways to leverage Data Models on the Salesforce1 Platform, including polymorphism in Salesforce objects relationships, properly processing and managing one-to-many relationships between objects, getting objects details via Metadata API, and properly tracking deleted records.
Here is the full session recording from Dreamforce '15:
http://salesforce.vidyard.com/watch/hIi85kWwMgIA-dfPoCz-4Q
This document discusses the limitations of document management in IBM Maximo and proposes a solution using eDocumentus as a document management system integrated with Maximo. The current Maximo system does not allow for proper document storage, organization, security, or advanced document features. eDocumentus would provide a full-featured DMS with capabilities like versioning, permissions, search, and direct access to documents from Maximo. The integration would link documents stored in eDocumentus to various Maximo objects like assets, work orders, locations, etc. This unified solution provides improved management of large volumes of documents while maintaining the benefits of Maximo's asset management functionality.
The document introduces Microsoft Dynamics, an enterprise resource planning (ERP) software suite. It defines ERP as a system that facilitates information flow and resource management across an organization. The Dynamics suite includes applications like AX, CRM, and NAV. It also discusses Dynamics' architecture and integration capabilities like the Application Integration Framework. The presentation aims to provide business and technical perspectives on Dynamics and demo some of its features like the enterprise portal.
The document discusses software multitenancy and the Force.com platform. Some key points:
- Software multitenancy refers to a software architecture where a single instance of software runs on a server and serves multiple tenants, who are groups of users that share access privileges.
- Force.com is a cloud application development platform that powers many popular Salesforce applications. It uses a multitenant architecture.
- Advantages of multitenancy include improved scalability, performance, service/support, and easier upgrades since everything is centralized.
- The main steps to achieve multitenancy typically involve adding tenant IDs to core business data tables, grouping existing company data by tenant, setting up partitions if needed
DSM Tracking Software built on Microsoft Dynamics CRM to manage and report on Demand Side Management Projects, Applications, Rebates, Incentives and Energy Savings.
Retail store connect technical referenceAhmed Farag
- Retail Store Connect is a service that replicates data between head office and store databases to keep them synchronized.
- It can be configured in different ways, such as having a "forwarder" instance that passes packages to other Retail Store Connect instances for load balancing.
- The Retail Store Connect Settings tool is used to configure instances of the Retail Store Connect service, specifying properties like the server name and database connections.
Dynamics Day '11: Deep Dive - Advanced Financial Models and Analysis in Dynam...Intergen
The document summarizes new features in Microsoft Dynamics AX 2012 for finance users. It describes enhancements to organizational structures, chart of accounts, financial dimensions, journal entries, office add-ins, segregation of duties controls, workflow tools, and case management. Key updates include graphical tools for organizational hierarchies and workflow design, unlimited financial dimensions, advanced account structures, improved security roles and duties, and linking cases to business processes and records.
This document discusses the benefits of implementing Microsoft Dynamics AX as an ERP solution. It highlights that Dynamics AX allows for increased agility, fast time to value, and happier more productive users. It also notes that Forrester found the average payback for Dynamics AX to be 21 months, with a 92% ROI. The document provides examples of quantifiable benefits customers have experienced, such as eliminating old system licenses and maintenance costs, reducing IT team size, and increasing business user productivity.
Lundi 27 octobre 2014
Groupe Architecture
Sujet: Microsoft Dynamics CRM, vue d'ensemble de la plateforme et architecture de solution 101
Conférencier: Salim Adamon
Avec les nombreux ajouts de fonctionnalités effectués par Microsoft sur sa plateforme Dynamics CRM au cours des dernières années, le produit se compare de plus en plus aux acteurs majeurs dans le domaine du CRM et commence à acquérir une grande part du marché partout dans le monde. En tant qu’architecte de solution travaillant avec des technologies Microsoft, il est important de connaître les atouts de la plateforme Dynamics CRM afin de pouvoir envisager son utilisation si elle répond à des besoins existants et d’économiser un grand temps de développement.
Cette présentation va dans un premier temps vous donner une vue d'ensemble de la plateforme: les modules classiques de gestion de la relation client (CRM), ainsi que les possibilités d'extensions et de personnalisations. Dans un second temps, nous parlerons de différentes considérations à prendre en compte lorsqu'on fait le design d'une solution avec Dynamics CRM. Cette section couvrira à haut niveau le développement, l'intégration, l'infrastructure, la performance et d’autres concepts importants pour architectes, analystes d’affaires et développeurs en entreprise.
This document provides an overview of Microsoft Dynamics AX 2012 and its development features. It covers topics such as the Dynamics AX architecture which uses a multi-tier architecture and layered structure to allow for customization. The document also summarizes the development patterns in Dynamics AX 2012 including the use of classes, inheritance, methods and queries using the X++ programming language. It provides examples of how to work with tables, transactions, exceptions and the AIF framework in Dynamics AX application development.
Hybrid Integration with Dynamics CRM Online, Microsoft Azure Service Bus and ...Colin Meade
In this presentation we will walk through a real-world hybrid integration solution involving Microsoft Dynamics CRM Online, Microsoft Azure Service Bus, AppFx.ServiceBus and on-premises Line Of Business systems.
We will show how a robust and scalable integration between CRM and on-premises services can be achieved in a relatively short timescale using these technologies.
AX 2012 Functional Track - Steven Hermansdynamicscom
Microsoft Dynamics AX2012 provides a powerful yet simple user experience. It introduces many powerful new innovations while maintaining a focus on simplicity. The application is powerful when it enables users to realize their full potential efficiently. Simplicity is achieved through reducing unnecessary attributes. The new release features a role-tailored navigation, more powerful list pages, simplified detail forms, improved setup forms, and richer interactive reports.
There are three main data structures that Salesforce provides for organizations: Account to Contact structure, Individual Account structure, and Person Account structure. Each structure has different strengths and weaknesses related to data entry, reporting, data migration, and application integration. The best structure depends on an organization's specific needs and goals. The Individual Account structure is commonly used by nonprofits as it allows relationships between households, organizations, and individuals while still providing prebuilt reporting.
Mogens Larsen will give a presentation on Dynamics AX 2009 Supply Chain Management from 14:15-15:15. The presentation will cover the user interface of Dynamics AX 2009, inventory management, order flow, and warehouse management. It will also include a short introduction to Dynamics AX 2009 through a PowerPoint presentation and discuss the product roadmap.
Calame Software developed Gathering Tools to address the problem of dispersed data in enterprises. Gathering Tools allows complex Excel collection processes to be converted into secure, synchronized forms and integrated into the information system. It aims to reconcile IS departments seeking integration and operations staff wanting automated processes. Gathering Tools reproduces Excel workbooks as forms while ensuring data quality and accessibility for decision tools. It provides automation, security, and workflows that Excel lacks.
eControl - Simplified management for Active Directory, Exchange, SAP, eDirect...Omni - www.omni-ts.com
Need to delegate management and provisioning to support staff?
Omni eControl delivers a simplified alternative to Microsoft Management Console, Task Pads, Novell ConsoleOne and Novell iManager for carrying out delegated tasks. With minimal training and no special permissions required, your support staff will be able to carry out routine, yet time-consuming, tasks in Active Directory, Exchange, SAP, eDirectory, GroupWise, CRMs and other systems.
Microsoft dynamics ax 2012 development introduction part 1/3Ali Raza Zaidi
This document provides an overview of Microsoft Dynamics Ax 2012 development. It discusses the architecture including the three-tier architecture with separate client, server, and database layers. It also covers non-graphical objects like classes and macros, the data dictionary including tables, views, and extended data types, and forms development in Microsoft Dynamics Ax 2012. The document aims to present a fundamental overview of Microsoft Dynamics Ax development.
What Does Prozone Do for You?
Our on-site and offsite technical capabilities give you maximum flexibility to address customers needs. Cost effective business models for cooperation with customerand/or other business partners. Experience form enterprise projects completed in the Middle East and UK.
Strong technical capacity for Maximo implementations/upgrade projects, Maximo customizations, integrations, reports development, custom development on top of Maximo.
Development and implementation of end-to-end EAM solutionsin different industries
Advanced document management in Maximo
Support and Application life cycle management (ALM) services.
Markets / References: Using various software solutions and new technologies. Prozone operates in: Kuwait, Qatar, United Arabian Emirates, Austria, Lebanon, Greece, United Kingdom, Netherlands, Slovenia, and Serbia.
Asset Management
Facilities, Operations, IT, Fleet
Assets, Locations, Failure Reporting, Condition Monitoring, Meters
Work Management
Preventive, Corrective, Projects,Emergency, Safety Plans
Work Hierarchies, Planning, Status, Assignments, Actual Metrics
Procurement Management
PR’s, PO’s, Receipts, Invoices
Materials Management
Items, Storerooms, Inventory, Reorder, Issues, Returns
Contract Management
Master, Purchase, Warranty, Lease/Rental, Labor Rate
Service Management
Self Service Requests & Status
Platform for asset owners, asset managers and service providers
Next Generation Architecture
J2EE Platform
Standards-based
Service Oriented Architecture (SOA)
Enterprise Assets Management solutions based on IBM Tivoli products:
Maximo Asset Managementwith utilization of all modules
Maximo for Service Providers
Maximo for Transportation
Maximo for Oil & Gas
Maximo for Utilities
Service Request Manager
Maximo Integration Framework
Maximo Scheduler
IBM SmartCloud Control Desk
and PROZONE add-ons for IBM maximo:
DMS component:
Full integration between ECM and EAM worlds
Direct and secured access from Maximo applications to documents stored in eDocumentus DMS
eBusiness Portal
publishing RFQ and vendors data
Procurement process integration with maximo
PROZONE engineers provide various type of services implementing EAM solutions for our customers (onsite/offsite):
Business consultancy services. Project management. Impact analysis of Maximo implementations or upgrades. Process analysis, design and optimization. System design. Maximo implementations. Technical consultancy services. Maximo configuration and customizations. Workflow development. Reports development (Birt/Cognos). Maximo upgrades. Deployment options, hardware sizing, security. Integration with other platforms using Maximo Integration Framework. Data migration. Custom value added components.
Performance testing ant tuning. Training. Post production support & maintenance, archiving solutions for IBM Maximo.
This document provides an overview of integration capabilities in Microsoft Dynamics AX 2012. It discusses the types of services available in Dynamics AX 2012, including document services and custom services, and how they can be used to integrate Dynamics AX with external systems. It also provides examples of service attributes and describes the AIF architecture for exchanging data between Dynamics AX and other applications via XML documents.
This session was about Master Data Services and what it also could be used as - the client wanted an application to validate and submit warehouse inventories.
En esta presentación examinamos los roles y responsabilidades en la administración de SQL Azure.
Saludos,
Eduardo Castro Martinez – Microsoft SQL Server MVP
http://mswindowscr.org
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SFDC Data Models For Pros - Simplifying The ComplexitiesBaruch Oxman
This session covers some of the most advanced ways to leverage Data Models on the Salesforce1 Platform, including polymorphism in Salesforce objects relationships, properly processing and managing one-to-many relationships between objects, getting objects details via Metadata API, and properly tracking deleted records.
Here is the full session recording from Dreamforce '15:
http://salesforce.vidyard.com/watch/hIi85kWwMgIA-dfPoCz-4Q
Microsoft Dynamics CRM - Customization and Configuration Training Online Cour...Little Logic
Microsoft Dynamics CRM - Customization and Configuration Training Online Course - Little Logic - the course is provided in USA, Australia, Canada, Europe, UK, UAE and Saudi Arabia
Introduction to Customization in dynamics crm 2016Firoz Muhammed
To learn more about Dynamics 365 and Power Apps visit www.dynamics365academy.com.
Subscribe YouTube Channel: https://www.youtube.com/channel/UCMBU1f6rshoFVB90yGwRE0w| training@magnifez.com | +91 9739 222 782
This presentation is based on the Data model of Salesforce platform. I prepared this presentation for the DEV 401 certification discussion at Sabre Technologies.
March 2023 CIAOPS Need to Know WebinarRobert Crane
The document provides information about an upcoming webinar on Microsoft 365 hosted by @directorcia on March 2023. The webinar will cover Microsoft 365 updates, information protection in Microsoft 365, and include a Q&A session. The agenda includes discussing the Microsoft 365 update, information protection in Microsoft 365, and a Q&A. Recordings of past webinars are available on ciaopsacademy.com. Attendees are asked to turn off their mobile devices and email and take notes during the webinar.
Tips and Tricks for Using the Solution PackagerIvan Kurtev
The document discusses tips and tricks for using the Solution Packager in Microsoft Dynamics CRM implementations. It covers how the Solution Packager allows teams to manage CRM metadata in source control. It then discusses considerations for implementing this development process, opportunities for automation, and how to perform check-ins and build processes that incorporate the Solution Packager.
ADManager Plus Active Directory Management & ReportingPhuongTam6
ADManager Plus is a simple, easy-to-use Windows Active Directory Management and Reporting Solution that helps AD Administrators and Help Desk Technicians with their day-to-day activities. With a centralized and Intuitive web-based UI, the software handles a variety of complex tasks like Bulk Management of User accounts and other AD objects, Delegate Role based access to Help Desk Technicians, and generates an exhaustive list of AD Reports, some of which are an essential requirement to satisfy Compliance Audits.
What problems does it solve?
Eliminates repetitive, mundane and complex tasks associated with AD Management.
Automates routine AD Management and Reporting activities for AD Administrators.
Facilitates Creation, Management and deletion of AD objects in Bulk.
Acts as an essential resource during Compliance Audits like SOX, HIPAA, etc
What features does it offer?
Single and Bulk User Management
Computer Management
Group Management
OU-based Administration
Contact Management
Help Desk Delegation
AD reports (Schedulable/Compliance Oriented)
What platforms/vendors/technologies does it support?
Platforms: Windows (32-bit/64-bit support).
Technology: Windows Active Directory.
Vendor: Microsoft.
Governance in the Modern Workplace: SharePoint, OneDrive, Groups, Teams, Flow...spsnyc
This document provides an overview of governance strategies for various Office 365 tools and services, including SharePoint, OneDrive, Groups, Teams, Flows, and PowerApps. It discusses how to manage group creation and naming policies, restrict external sharing, find orphaned groups, set expiration policies, and more. It also covers topics like SharePoint permissions, modernization, and external sharing settings. The document demonstrates some governance best practices and includes screenshots of configuring settings in the admin center and PowerShell examples.
Governance in the Modern Workplace: SharePoint, OneDrive, Groups, Teams, Flow...Toni Frankola
The number of services end-users have under their fingertips in Office 365 has been dramatically growing, and there are just a minimum number of hurdles stopping end-users to go completely wild with all these options.
This means the amount of digital data that is being stored in Office 365 and company processes that touch Office 365, has been ever-increasing and organizations and IT professionals are struggling to keep up to govern the data.
In this session, we are going to dig deep in order to discuss best practices for governing such a system, what are some of the typical use cases and scenarios and typical pitfalls with governance. We are going to review what kind of reports and tools are available at our disposal as part of the built-in Office 365 offering, and when to use the programmable approach to automate governance.
Razwan Choudry presented on Dynamics 365 solution release management. Common issues with releases include many resources being involved, environments going out of sync, and rushed testing. Tools for managing solutions include the solution packager, package deployer, and version control systems like TFS. Automating the release process can help focus on meeting business needs.
The document describes Microsoft's Insider Risk Management tool. It provides an overview of the tool, how it works, and its key features. Insider Risk Management uses predefined policies and connectors to HR data to identify risky user activities within an organization. It generates alerts that risk analysts can then investigate through a case management system. This allows them to take appropriate actions to address potential compliance issues or security threats.
Techniques for Becoming Your Organizations CRM Guru by Kylie KiserKTL Solutions
Master your CRM System as Kylie Kaiser, CRMUG DC Chapter leader, presents the best techniques for making Dynamics CRM your very own and becoming that Company Guru. Join in as we dive deep into various techniques, tips, and tricks on navigation shortcuts, quick customizations, charts, advanced find, workflows, security and much more! Whatever your user ability level is, this is a session you do not want to miss.
Common Data Model - A Business Database!Pedro Azevedo
In this session I presented how Common Data Service will be the future of Business Application Platform and how this platform will help the Dynamics 365 to grow.
Intro to Office 365 Security & Compliance CenterCraig Jahnke
This is a session I gave at SharePoint Saturday Atlanta --> The Office 365 Security & Compliance Center is your one-stop portal for protecting your data in Office 365. Microsoft has been adding many new features and services for those companies that have data protection or compliance needs, or want to audit user activity in their organization. Come to my session to learn how to get started with Security & Compliance Center, and find out you can better manage and secure you data.
Understanding and Tracking Office 365 Usage and AdoptionToni Frankola
This document provides an overview of understanding and tracking Office 365 usage and adoption. It defines what constitutes an active user for various Office 365 workloads like Exchange Online, SharePoint Online, OneDrive for Business, Yammer, Skype for Business, Office, Office 365 Groups, and Microsoft Teams. It also describes the various activity reports available in the Microsoft 365 admin center to track usage of these workloads over time periods of 7-180 days. Additional tools discussed include Microsoft 365 Usage Analytics in Power BI, usage reports, and various Office 365 governance tools to manage groups and licenses.
Microsoft provides several compliance solutions within its Microsoft 365 platform:
- The Microsoft 365 Compliance Center provides a centralized view of how an organization is meeting compliance requirements through solutions like Compliance Manager.
- Sensitivity labels and data loss prevention capabilities help organizations classify, protect, and govern their data across Microsoft 365 and third-party applications. This includes capabilities for data classification, encryption, and automatic retention and deletion of records.
- Insider risk management solutions help minimize risks from internal users through communication monitoring, information barriers between groups, and controls over privileged access. These solutions aid with detection, investigation and response.
Compliance Manager is a tool that allows companies to manage compliance from a central location. It provides a compliance score that measures how implemented different controls are. It also provides recommended actions to improve data protection capabilities and streamlines the workflow for ongoing risk assessment and auditing preparation. The tool covers Office 365, Azure, and Dynamics 365 products and manages user access through different roles like reader, contributor, and administrator.
Common Data Service – A Business Database!Pedro Azevedo
In this session I tried to explain to SQL Community what is Common Data Service, it's a new Database or only a service to allow Power Users to create applications.
Dynamics CRM document covers many topics related to customizing and extending the functionality of Dynamics CRM including: creating custom entities and fields, form and view customization, entity relationships, business rules, plugins, workflows, and connecting CRM to external systems using SSIS. The agenda covers areas like security, user management, and administration as well as development topics such as client-side scripting, CRUD operations, and advanced querying.
Data development involves analyzing, designing, implementing, deploying, and maintaining data solutions to maximize the value of enterprise data. It includes defining data requirements, designing data components like databases and reports, and implementing these components. Effective data development requires collaboration between business experts, data architects, analysts, developers and other roles. The activities of data development follow the system development lifecycle and include data modeling, analysis, design, implementation, and maintenance.
The document discusses data development and data modeling concepts. It describes data development as defining data requirements, designing data solutions, and implementing components like databases, reports, and interfaces. Effective data development requires collaboration between business experts, data architects, analysts and developers. It also outlines the key activities in data modeling including analyzing information needs, developing conceptual, logical and physical data models, designing databases and information products, and implementing and testing the data solution.
SPSTC18 Laying Down the Law - Governing Your Data in O365David Broussard
Have you ever wanted to tell your users "I am the LAW!" when they ask why they have to tag a file in SharePoint? This session looks at what governance is, why its important, why our data is like laundry, and what tools Microsoft gives us to help you rein in your users and lay down the law!
Similaire à Microsoft Dynamics CRM Certification Training (20)
Microsoft Dynamics 365 xRM4Legal xRM4Accounting Technical OverviewDavid Blumentals
Data has become the new currency, and firms create and have access to more of it, and faster than ever before. The challenge is how to transform it into intelligence that generates action and drive outcomes. Dynamics 365 allows firms to adopt individual business apps such as Marketing, BD, Client Care and Operations, but as firms adopt more of the apps, synergies will be unleashed in the form of ‘Intelligent Business Processes’. This will help proactively guide employees & clients to generate optimal outcomes.
As an example – you can adopt Project Service Automation. Project teams can use it as standalone app in close alignment with Office 365, but when combined with Operations, the time and expense reports that project members submit, will automatically go to accounts, HR and Payroll systems, and Project Accounts will be automatically updated for Finance in the Operations App.
It sounds basic… but the fact is that the classic delineation between CRM and ERP has created a separation in data and processes. Dynamics 365 breaks down this separation, and our business platform strategy together with CIT and IOT is centered on enabling this to new levels.
We’re all busy—and it’s a common theme in most professional workplaces—with people trying to get more done with finite time and resources. For a lot of firms today, a major challenge is making sure we’re spending our precious time making the most of every business opportunity by maximizing client relationships. Marketing & BD teams need to know if they’re focusing on the opportunities, RFI’s and RFP’s with the best potential; that they are managing their firm pipeline effectively; and they are giving everyone on the team the best tools for the job—wherever they are.
That’s why firms today are focused on creating great client relationships – they need to try to reduce complexity and make it easier to maximize opportunities, provide excellent client experiences, and grow the firm.
Why should a legal or accounting firm care? Because client experience and knowledge is increasingly important for firms of all sizes – across all client interactions.
Client experience…
…is what differentiates your firm
…is how you win and keep clients for the long-term
…is how you grow your firm …and in a world where clients are mobile and social, your reputation (& brand) is more important than ever.
Today you don’t have as many contact points as you used to have, and you have to make every one count. To thrive in this ultra-competitive environment firms of all sizes have to make client experience a priority. That is why you need Dynamics 365 and xRM! Visit our websites www.xRM4Legal.com, www.xRM4Accounting.com and www.xRM4Finance.com or email Dynamics@xRM.email
Getting Started with Microsoft Dynamics 365 xRM4Legal 2017David Blumentals
Last month we unveiled and provided a first look at Dynamics 365 xRM4Legal, showing off the capabilities our customers can expect from our latest generation of intelligent business applications. Today, we are excited to announce that Dynamics 365 xRM4Legal is generally available.
The first thing users will see with Dynamics 365 xRM4Legal is that we are bringing our business applications closer together in how they look, feel and integrate with each other. To better enable end-to-end law firm business processes, we have unified the navigation and core user experience across each of the applications from Marketing & Communications to Business Development, Client Care, Time & Billing and Finance. It remains clean, beautiful, and familiar and it gives you the ability to seamlessly move from one application to another without switching windows.
And when a user logs into Dynamics 365 xRM4Legal, the home-screen will show you all the Business Apps and information relevant to you or your role. With one click, users can connect to Microsoft AppSource, quickly and easily locating the most relevant capabilities from hundreds of precisely curated additional business apps enabled by our partners.
Getting Started with Microsoft CRM xRM4NDIS 2016David Blumentals
Demonstrating the power and flexibility of the Microsoft Dynamics CRM platform, this guide shows you how to:
Find your work areas in xRM4NDIS
Work with enquiries, clients and carers, perform assessments, manage medications, create service plans, schedule services and make service bookings
Enter data quickly and easily
Place calls, send email and take notes
Check the disabilities, support needs, recent assessments and incidents of a client
Explore the resource planning, budget planning, time tracking, approval and invoicing manager features
And get up and running quickly with Microsoft CRM/xRM4NDIS – extended Relationship Management for disability service providers
Microsoft CRM xRM4Legal 2015 Enterprise Case ManagementDavid Blumentals
The Microsoft Dynamics CRM/xRM4Legal 2015 platform is a powerful tool that leverages a firm’s existing Microsoft-based technology environment – Microsoft Windows, SQL Server and Microsoft Office – to deliver a system that is highly functional, easy-to-use (and customize) and very affordable.
Integrations are available with financial systems like Microsoft Great Plains/GP (AX, NAV) and other law firm systems (like Aderant, Thomson and so on).
When combined, this helps bring everything together to improve efficiency, streamline business processes and improve overall user experience and productivity.
It also enforces the “one stop shop” for managing all client, contact, case, activity and document records in one place – across marketing, business development, client care and project and resources management.
This story board highlights key functional requirements and capabilities provided by Microsoft CRM/xRM4Legal. These can be summarized as managing organization, people and case records, assigning (lawyer) attorneys to work on cases, creating booking/billing events, reporting on these events, adding expenses, activities, documents and more.
If you want loyal clients you need CRM xRM4Legal 2015 Update 1David Blumentals
Microsoft Dynamics CRM / xRM4Legal 2015 Update 1 includes a number of terrific technical improvements including faster page loads, improved application performance, and faster email delivery. One noticeable feature is the new Form Rendering Engine. This enhancement loads CRM pages faster so you can view data on the forms quickly.
For law firm users this update also includes:
NetDocuments integration. By integrating NetDocuments, xRM4Legal “closes the loop” – delivering a modern, secure solution for intelligent and confidential document and email management with award winning client and legal project management. Together the two solutions address the rapidly changing needs of the legal services market. With NetDocuments Email & Document Management for xRM4Legal, users can enjoy the familiar Microsoft Outlook interface while saving Outlook message files and individual documents to NetDocuments locations. They can also view emails and documents within xRM4Legal, all without leaving Microsoft Outlook.
New Business Intake update. Now supporting over two dozen law types, users can perform a quick conflict check before selecting the required practice area. Tool tips and online help ensure that all the right questions are asked and the New Business Intake is completed quickly and efficiently. Built in charts and dashboard report on intakes by practice area and lead source.
Business development methodology. New “Blue Sheet” and “Buying Influence” entities deliver “strategic selling” to xRM4Legal with support for competitor, ideal client, strength and red flag tracking.
For more information email DBlumentals@xRM4Legal.com
NetDocuments document and email management for Microsoft CRM xRM4LegalDavid Blumentals
With NetDocuments, users can create, secure, manage, access, and collaborate on documents and email anywhere, anytime, on any device.
This story board shows how the power and simplicity of NetDocuments works with Microsoft CRM / xRM4Legal to help you streamline your technology and improve the way you work.
For more information, email DBlumentals@xRM4Legal.com or visit www.NetDocuments.com or www.xRM4Legal.com
Today’s client is smart and getting smarter by the minute. From virtually anywhere, they can find out about you, your firm, your competitors, whether your clients are happy—and most importantly, with a mere 140 characters, they can impact your brand.
• Today, law firms must face the reality of super consumers. They are unbelievably informed, highly fickle, and extremely powerful with a nearly unpredictable purchase path.
• They have unprecedented access to information, the ability to easily compare firms, fees or feedback in a matter of clicks, access to reviews—whether from a trusted confidant, highly rated industry source, or someone merely taking to their social network to make their experience known.
• And they can easily do the same—joining the social conversation with their experience and recommendation to others – giving a “like”, “thumbs up”, happy face, or not, and with a click of the button can make an impression on your brand.
• Everyone has probably heard the United Breaks Guitars story; it epitomizes the challenge firms face – each individual now has a powerful voice. In this example, United Airlines was unresponsive to a passenger’s complaints that his guitar was broken by negligent baggage handlers (he actually saw them throwing his beloved instrument through the air as he was waiting to deplane). This treatment lead him to record a song about his experience that he posted on YouTube. Over 12 million views later, this YouTube sensation has written a book on the very topic of how powerful one voice can be in the age of social media.
Microsoft CRM xRM4Legal February 2015 Introduction and DemonstrationDavid Blumentals
Extended Relationship Management for law firms, powered by Microsoft Dynamics CRM 2013 – over 4 million users globally, 40,000+ firms
Rollout in days with over 250 legal customizations pre-configured, ready-to-use, managing key clients, cross-sell, referrals & private clients
Integration options with major (bulk) email, PMS & DMS systems
A centralized approach to list management & BD (single click access)
Defined (data) quality standards & processes
Engages partners & staff with easy access & visibility of relationship connections, firm & practice performance
Allows fee earners easy access & update of records with critical BD info (for guaranteed user adoption) – via Outlook and mobile device
Microsoft CRM xRM4Legal 2014 Overview Update 0903David Blumentals
Time & Billing – Turning hours worked and services provided into billing events and invoices, quickly and easily;
Project Management – Delighting practice managers with resource and activity management; planning and workload control;
CRM – Enhancing marketing and business development with automated lists and event management, bids and deal-flow;
SharePoint – Adding value to the lawyer / client experience through collaboration, document management and search
Microsoft CRM xRM4Legal 2014 Introduction and Demonstration 0917David Blumentals
1. Achieve reliable user adoption, attain a complete view of clients, position the firm to adapt quickly to business changes, align firm & IT needs, accelerate matter delivery & returns. For partners & lawyers this means a clear view of the firm, leveraging agility for competitive advantage, partnering with IT for long term success. For firm staff the benefits are using familiar Microsoft Office tools, role-tailored views of information, minimized data entry, consistent client processes & actionable reporting & analytics.
2. Benefit from intuitive segmentation tools to drive superior target client selection with workflow-driven processes to increase reach & relevancy. Ensure high user adoption by making CRM a natural extension of user & client habits, improve productivity by consolidating client information to a single location, reduce training & transition costs with easy-to-learn, easy-to- use applications.
3. Change the game on business development – improve the other 80% of business development staff (“clone our best rain makers”), convert every opportunity into a pitch for new business, breakdown physical boundaries & eliminate down time. Partners & lawyers will reach client satisfaction goals, drive new revenue opportunities, achieve true business insight & visibility. Business developers will better manage key KPIs, increase client team empowerment & morale, enforce a consistent business development process.
4. Create branded, professional documents that win more deals; streamline the processes around preparing proposals with easy reminders/alerts & workflow approvals. Approvals can be electronically routed via emails, smartphones & tablets.
5. xRM4Legal supports integration with a number of email marketing, survey & analytics providers. The MailChimp, ClickDimensions, CoreMotives & Concep Campaigner connectors support quick & easy sharing of information – from marketing lists maintained within xRM4Legal to activity responses generated. The result is full & effective integration between “best of class” applications.
6. Manage complex business relationships across clients, partners, multiple offices allowing greater flexibility to manage client relationships & interactions – both on-line & off-line. xRM4Legal users can easily enter, track, & view complex relationships, fostering higher user adoption & greater data quality. Enforce the completeness & accuracy of client personal information through business required & recommended data fields. Identify & merge duplicate records, allowing a data administrator to select which data values are retained on the merged record.
7. Firm DNA is a key strategic advantage in law. With xRM4Legal, the firm can support unique firm processes, atypical CRM needs – matching the technology to the firm, not the other way around. Minimize change management of people, the hardest part. Key features include: robust & extensible platform, flexible licensing model, reduced TCO, backed by Microsoft.
Microsoft CRM xRM4Legal 2014 Introduction and DemonstrationDavid Blumentals
Extended Relationship Management for law firms, powered by Microsoft Dynamics CRM 2013 – over 4 million users globally, 35,000+ firms
Rollout in days with over 250 legal customizations pre-configured, ready-to-use, managing key clients, cross-sell, referrals & private clients
Integration options with major (bulk) email, PMS & DMS systems
A centralized approach to list management & BD (single click access)
Defined (data) quality standards & processes
Engages partners & staff with easy access & visibility of relationship connections, firm & practice performance
Allows fee earners easy access & update of records with critical BD info (for guaranteed user adoption) – via Outlook and mobile device
Microsoft CRM xRM4Legal 2014 Document Management with SharePointDavid Blumentals
SharePoint 2013 blends the worlds of traditional information and content management with social computing and search capabilities to deliver an Enterprise Content Management (ECM) platform that is accessible to everyone (with approved security roles). You are not limited to default behaviors, with SharePoint 2013 you can do even more:
Add Fields, update the table in the Table Designer by adding additional fields.
Create Lookups, creating your own relationships between records.
Customize Views, when adding controls such as Autocomplete, Button, Combo box and Hyperlink.
Import or Link Data, from Excel, Access, ODBC, text and SharePoint lists.
Create Reports, interactive reports that summarize data for presentation at team and management meetings.
Start Working with Microsoft CRM xRM4RealEstate 2014David Blumentals
This document provides tips for getting started with common tasks in Microsoft CRM/xRM4RealEstate 2014 such as selecting your work area, viewing dashboards and contacts, finding and adding contacts and organizations, and viewing events and opportunities. It also outlines a three phase plan for rolling out the software starting with a proof of capability, then a pilot program, and finally a full firm-wide rollout.
The explosion of the social conversation along with the proliferation of mobile technology has changed our lives, more than we ever could have imagined.
The explosion of mobile technologies and rapid adoption of social networks have completely impacted our human behavior -- our communication methods, engagement principles, our belief and trust systems, and even our decision making criteria and models.
Firms need to understand these new principles and adopt them -- genuinely and proactively -- if they want to effectively engage clients.
How has the client changed and why does your firm need to reflect this? Because your success will depend on it, and so will your identity.
Today’s buyer is smart and getting smarter by the minute. From virtually anywhere, they can find out about you, your services, your competitors, whether your clients are happy—and most importantly, with a mere 140 characters, they can impact your brand.
Today, firms must face the reality of super consumers. They are unbelievably informed, highly fickle, and extremely powerful with a nearly unpredictable purchase path.
They have unprecedented access to information, the ability to easily compare fees, costs or services in a matter of clicks, access to reviews—whether from a trusted confidant, highly rated industry source, or someone merely taking to their social network to make their experience known.
And they can easily do the same—joining the social conversation with their experience and recommendation to others – giving a “like”, “thumbs up”, happy face, or not, and with a click of the button can make an impression on your brand.
It is no surprise then that firms who wish to remain competitive in this new age are concentrating their efforts on creating amazing client experiences…
Microsoft Dynamics CRM 2013 If you want loyal clients you need CRMDavid Blumentals
Keep your best clients / stop them jumping ship to your competitors
Transform your top clients into loyal clients
Help your clients think forward – enable your practice groups and lawyers to stay a step ahead of your clients
Client Lifecycle Development – find the right clients, treat them right, grow them into loyal, long-term clients
Capitalize on Alumni – grow relationships, open doors, increase referrals
Capture a market segment – or beat the competition to a new market segment. Be there first to be best known
Increase the client pool – don’t be dependent on two or three big clients (or two or three biggest practice groups / “rainmakers”)
Deliver outstanding client service – be the best and known for it
First to know (e.g. Lobbying firms)
This document summarizes top features for law firms using Microsoft Dynamics CRM/xRM4Legal including an easy to use command bar, simplified navigation, auto save, business process flows, and enabling mobility. It discusses licensing changes with Microsoft Dynamics CRM 2013 including licensing based on functionality rather than access mode/data privileges. Client access licenses include access via mobile and desktop apps while external user rights are included in the server license. Pricing is provided for professional, basic, and essential user CALs as well as the server license starting at $5,500 per instance.
CRM adoption continues to be a challenge for law firms. xRM4Legal 2014, powered by Microsoft Dynamics CRM 2013, delivers an experience that is:
Easy to use
Seamless across devices – phone or tablet
Outcome-driven
Valuable to fee earners as well as marketing/BD
xRM4Legal Strategic Marketing & Business Development CapabilityDavid Blumentals
- xRM4Legal offers law firms the ability to integrate business applications in an affordable, easy to use Microsoft platform.
- It is based on Microsoft Dynamics CRM and allows firms to strategically manage key accounts, track referrals, collaborate across the firm, and engage in marketing activities.
- The demonstration shows how firms can view client opportunities and plans, leverage relationships, monitor performance metrics, and access CRM information from the fee earner interface or mobile devices.
xRM4Legal Makes Microsoft Dynamics CRM Viable for Law FirmsDavid Blumentals
More than just marketing, xRM4Legal offers law firms the opportunity to integrate all their line of business applications within one easy to use, easy to manage, easy to afford environment. xRM is the evolution of CRM, where the X in xRM stands for eXtended Relationship Management. xRM is based on Microsoft CRM and the .NET platform
Chapter wise All Notes of First year Basic Civil Engineering.pptxDenish Jangid
Chapter wise All Notes of First year Basic Civil Engineering
Syllabus
Chapter-1
Introduction to objective, scope and outcome the subject
Chapter 2
Introduction: Scope and Specialization of Civil Engineering, Role of civil Engineer in Society, Impact of infrastructural development on economy of country.
Chapter 3
Surveying: Object Principles & Types of Surveying; Site Plans, Plans & Maps; Scales & Unit of different Measurements.
Linear Measurements: Instruments used. Linear Measurement by Tape, Ranging out Survey Lines and overcoming Obstructions; Measurements on sloping ground; Tape corrections, conventional symbols. Angular Measurements: Instruments used; Introduction to Compass Surveying, Bearings and Longitude & Latitude of a Line, Introduction to total station.
Levelling: Instrument used Object of levelling, Methods of levelling in brief, and Contour maps.
Chapter 4
Buildings: Selection of site for Buildings, Layout of Building Plan, Types of buildings, Plinth area, carpet area, floor space index, Introduction to building byelaws, concept of sun light & ventilation. Components of Buildings & their functions, Basic concept of R.C.C., Introduction to types of foundation
Chapter 5
Transportation: Introduction to Transportation Engineering; Traffic and Road Safety: Types and Characteristics of Various Modes of Transportation; Various Road Traffic Signs, Causes of Accidents and Road Safety Measures.
Chapter 6
Environmental Engineering: Environmental Pollution, Environmental Acts and Regulations, Functional Concepts of Ecology, Basics of Species, Biodiversity, Ecosystem, Hydrological Cycle; Chemical Cycles: Carbon, Nitrogen & Phosphorus; Energy Flow in Ecosystems.
Water Pollution: Water Quality standards, Introduction to Treatment & Disposal of Waste Water. Reuse and Saving of Water, Rain Water Harvesting. Solid Waste Management: Classification of Solid Waste, Collection, Transportation and Disposal of Solid. Recycling of Solid Waste: Energy Recovery, Sanitary Landfill, On-Site Sanitation. Air & Noise Pollution: Primary and Secondary air pollutants, Harmful effects of Air Pollution, Control of Air Pollution. . Noise Pollution Harmful Effects of noise pollution, control of noise pollution, Global warming & Climate Change, Ozone depletion, Greenhouse effect
Text Books:
1. Palancharmy, Basic Civil Engineering, McGraw Hill publishers.
2. Satheesh Gopi, Basic Civil Engineering, Pearson Publishers.
3. Ketki Rangwala Dalal, Essentials of Civil Engineering, Charotar Publishing House.
4. BCP, Surveying volume 1
LAND USE LAND COVER AND NDVI OF MIRZAPUR DISTRICT, UPRAHUL
This Dissertation explores the particular circumstances of Mirzapur, a region located in the
core of India. Mirzapur, with its varied terrains and abundant biodiversity, offers an optimal
environment for investigating the changes in vegetation cover dynamics. Our study utilizes
advanced technologies such as GIS (Geographic Information Systems) and Remote sensing to
analyze the transformations that have taken place over the course of a decade.
The complex relationship between human activities and the environment has been the focus
of extensive research and worry. As the global community grapples with swift urbanization,
population expansion, and economic progress, the effects on natural ecosystems are becoming
more evident. A crucial element of this impact is the alteration of vegetation cover, which plays a
significant role in maintaining the ecological equilibrium of our planet.Land serves as the foundation for all human activities and provides the necessary materials for
these activities. As the most crucial natural resource, its utilization by humans results in different
'Land uses,' which are determined by both human activities and the physical characteristics of the
land.
The utilization of land is impacted by human needs and environmental factors. In countries
like India, rapid population growth and the emphasis on extensive resource exploitation can lead
to significant land degradation, adversely affecting the region's land cover.
Therefore, human intervention has significantly influenced land use patterns over many
centuries, evolving its structure over time and space. In the present era, these changes have
accelerated due to factors such as agriculture and urbanization. Information regarding land use and
cover is essential for various planning and management tasks related to the Earth's surface,
providing crucial environmental data for scientific, resource management, policy purposes, and
diverse human activities.
Accurate understanding of land use and cover is imperative for the development planning
of any area. Consequently, a wide range of professionals, including earth system scientists, land
and water managers, and urban planners, are interested in obtaining data on land use and cover
changes, conversion trends, and other related patterns. The spatial dimensions of land use and
cover support policymakers and scientists in making well-informed decisions, as alterations in
these patterns indicate shifts in economic and social conditions. Monitoring such changes with the
help of Advanced technologies like Remote Sensing and Geographic Information Systems is
crucial for coordinated efforts across different administrative levels. Advanced technologies like
Remote Sensing and Geographic Information Systems
9
Changes in vegetation cover refer to variations in the distribution, composition, and overall
structure of plant communities across different temporal and spatial scales. These changes can
occur natural.
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Beyond Degrees - Empowering the Workforce in the Context of Skills-First.pptxEduSkills OECD
Iván Bornacelly, Policy Analyst at the OECD Centre for Skills, OECD, presents at the webinar 'Tackling job market gaps with a skills-first approach' on 12 June 2024
it describes the bony anatomy including the femoral head , acetabulum, labrum . also discusses the capsule , ligaments . muscle that act on the hip joint and the range of motion are outlined. factors affecting hip joint stability and weight transmission through the joint are summarized.
Strategies for Effective Upskilling is a presentation by Chinwendu Peace in a Your Skill Boost Masterclass organisation by the Excellence Foundation for South Sudan on 08th and 09th June 2024 from 1 PM to 3 PM on each day.
How to Make a Field Mandatory in Odoo 17Celine George
In Odoo, making a field required can be done through both Python code and XML views. When you set the required attribute to True in Python code, it makes the field required across all views where it's used. Conversely, when you set the required attribute in XML views, it makes the field required only in the context of that particular view.
Philippine Edukasyong Pantahanan at Pangkabuhayan (EPP) CurriculumMJDuyan
(𝐓𝐋𝐄 𝟏𝟎𝟎) (𝐋𝐞𝐬𝐬𝐨𝐧 𝟏)-𝐏𝐫𝐞𝐥𝐢𝐦𝐬
𝐃𝐢𝐬𝐜𝐮𝐬𝐬 𝐭𝐡𝐞 𝐄𝐏𝐏 𝐂𝐮𝐫𝐫𝐢𝐜𝐮𝐥𝐮𝐦 𝐢𝐧 𝐭𝐡𝐞 𝐏𝐡𝐢𝐥𝐢𝐩𝐩𝐢𝐧𝐞𝐬:
- Understand the goals and objectives of the Edukasyong Pantahanan at Pangkabuhayan (EPP) curriculum, recognizing its importance in fostering practical life skills and values among students. Students will also be able to identify the key components and subjects covered, such as agriculture, home economics, industrial arts, and information and communication technology.
𝐄𝐱𝐩𝐥𝐚𝐢𝐧 𝐭𝐡𝐞 𝐍𝐚𝐭𝐮𝐫𝐞 𝐚𝐧𝐝 𝐒𝐜𝐨𝐩𝐞 𝐨𝐟 𝐚𝐧 𝐄𝐧𝐭𝐫𝐞𝐩𝐫𝐞𝐧𝐞𝐮𝐫:
-Define entrepreneurship, distinguishing it from general business activities by emphasizing its focus on innovation, risk-taking, and value creation. Students will describe the characteristics and traits of successful entrepreneurs, including their roles and responsibilities, and discuss the broader economic and social impacts of entrepreneurial activities on both local and global scales.
Main Java[All of the Base Concepts}.docxadhitya5119
This is part 1 of my Java Learning Journey. This Contains Custom methods, classes, constructors, packages, multithreading , try- catch block, finally block and more.
2. Learning Objectives
• Manage and deploy customizations.
• Configure role-based security .
• Customize entities, add fields and relationships.
• Build forms for users to input and retrieve data.
• Present clear information in views and charts.
• Combine data sources on a dashboard.
• Go beyond role-based record-level security.
• Assist users through their business processes.
3. Why xRM?
Expand the productivity of your Office 365 services with Microsoft
Dynamics CRM Online, pre-configured with xRM Industry Solutions
Microsoft Dynamics CRM Online Capabilities
4. xRM Industry Solutions
• e-Marketing
• Sales (methodology) eg. Miller
Heiman
• Service (Help Desk)
• Project and time management
• Asset and knowledge
management
• Document management
• Legal
• Accounting Professional
Services
• Finance
• IT
• Membership
• Sports
• Real estate
• Insurance
• Vehicle and boat sales
• Small business
• Churches
6. Solution concepts
• Default Solution contains all components of the
system (Organization).
• Advantages to using your own Solution include:
• Work with a selected set of components instead of
everything at once in the Default Solution
• Organise selected components to deploy related
changes together.
• Exported Solution zip file will be smaller.
• Keep exported Solutions for change management.
7. Solution properties
• Display Name
• Name
• Cannot be changed
• Used for file name of exported solution package
• Version Number
• Up to four numbers separated by decimals
• major.minor.build.revision format: 2.1.12.3
• year.month.day.revision format: 2013.10.28.3
• Appended to Name to create exported filename
8. Solution Components
User Interface
Forms
Views
Charts
Dashboards
SiteMap
Ribbons
Schema
Entities
Fields
1:N / N:N Relationships
Option Sets
Miscellaneous
Security Roles
Field Security Profiles
Connection Roles
Reports
Solution Publisher
System Settings
Templates
Email
Contract
KB Article
Mail merge
Processes / Steps / Code
Workflows
Dialogs
Business Process Flows
Business Rules
Actions
Web Resources
Plug-in Assemblies
SDK Message
Processing Steps
9. Multiple Solutions
• Any Solution you create is unmanaged and can
be modified.
• More than one customizer can work in their
own Solution on the same system.
• Solutions contain references to existing or new
components in the Default Solution.
• Any changes made in one Solution are also
visible in other Solutions in same Organization.
10. Export a Solution
• Export Solution and all the components in it as
a compressed file in .zip format.
• Filename is Solution Name + Version by default.
• Contains XML, XAML, .DLL, images and other files.
• Warning if dependent components are missing.
• Managed Solutions are for distributing
customizations, such as ISV add-ons.
• Internal developments usually use Unmanaged.
• Default Solution can be exported (Unmanaged).
11. Import a Solution
• Updates components already in the system.
• Adds new components.
• Dependent components must already be in the
target system, or be included in the Solution.
• Managed Solution keeps components.
• Solution can be removed to delete all components.
• Unmanaged Solution cannot be “uninstalled”
• Writes changes into the Default Solution.
• Can be removed but changes remain in the system.
12. Deploying changes using Solutions
Development User Acceptance
Testing (UAT)
Live / Production
Environment
1.01.1
1.1
1.2 1.1 1.1
Feedback
13. Introduction to Entity Customization
• An Entity is a type of record.
• Examples: Account, Case, Article, Business Unit.
• Table in the database stores data records.
• Metadata describing how the entity is presented to
users, such as Display Name.
• A Form displays a single record.
• Contains fields, sub-grids, and other components.
• Provides client-side scripting and features such as
Business Process Flows and Business Rules.
14. Introduction to Entity Customization (cont.)
• A View displays a list of several records.
• Filter criteria define the records that are displayed.
• View columns contain field values.
• A Chart provides a visualisation of data.
• Used in combination with a view that filters records.
• A Field contains one piece of data.
• Column in the entity table.
• Control on a form, column in a view.
• Also known as “attribute”, especially by developers.
15. Customizing an Entity
• You must publish the entity for the changes to
take effect if you modify properties of:
• Entity, field, form, view or chart components.
• All components in an entity node of the solution
explorer are published together, no selective publish.
• New components are published on first save.
• If you use Save As to make a copy, this copy is
published, not the changes you later make.
16. Event Management (demonstrations)
• Custom entity – Event
• Custom entity – Venue
• Relationships to Account as Venue or Event
“Operator”
• Connection Roles to manage relationships
between Events, Contacts and Users
• Views, Forms, Charts and Dashboards for all the
above components
18. Purpose of the Security Model
• Control access to records
• Define actions that users can take on records, based
on who the user is, and who owns the record.
• Control access to UI elements
• Forms, Dashboards, Business Process Flows
• Control access to features
• Simplify the user experience
• User interface will hide entities, records and features
a user does not have the privileges to use.
19. Business Units
• Contain Users, Teams, Security Roles.
• Define boundaries for Security Role Access Levels.
• First Business Unit is the “Root” Business Unit.
• Created when Organization is deployed, with same
name as the Organization.
• Child Business Units linked in a hierarchy.
• Similar to an organization chart, but you do not have
to replicate your organization chart - create only the
Business Units needed to meet security needs.
20. Business Unit Hierarchy
Root Business Unit
• Can be renamed
• Cannot be disabled or deleted
• Cannot be moved to have a
parent Business Unit
Child Business Units
• Can be renamed
• Can be disabled then deleted
• Can be moved under a new
parent Business UnitProjects
Support
Consumer
Sales
Channel
Sales
ServiceMarketingSales
Adventure
Works Cycles
21. Security Roles
• 15 Default Security Roles already in the system.
• Define the permissions a User or Team has.
• Options for assigning Security Roles to users:
• Modify the default roles before you assign them.
• Create copies of the default roles as templates.
• Create new Security Roles, adding the privileges you
require – usually only for roles with few privileges.
• System Administrator role cannot be modified.
• At least one user must have this role.
22. Privileges and Access Levels
• Privileges describe actions that a user can take.
• Access levels define the “scope” of the privilege.
• Entity Privileges: up to five access levels
• Organization-owned entities: None or Organization.
• User or Team-owned entities: None, User, Business
Unit, Parent: Child Business Unit, or Organization.
• Access Levels specify where the user is in relation to
the owner of the record.
• Miscellaneous Privileges: None or Organization
25. User Management
• Checking user credentials (name and password)
is handled by external authentication provider
• After user is signed in, Microsoft Dynamics CRM
security model is used to control access within
the application
• Disable a User record to prevent access
• You cannot delete Users
• Change Business Unit to move a User (or Team)
• All Security Roles will be removed when you do this
26. Using Teams
• Teams contain Users.
• Used for managing security, reporting, sharing.
• Default Teams contain all users from a Business
Unit, you cannot add or remove Users.
• Owner and Access Teams.
• Sharing records, views, charts and dashboards.
• Assign Security Roles to Teams
• Users can use the Team privileges.
• Works from the position of the Team in the hierarchy.
27. Assigning Security Roles
• For a single User or Team
• Manage Roles, then select the roles the User or Team
should have, and deselect the roles they should no
longer have.
• For multiple Users or multiple Teams
• Manage Roles, then select the roles to add to the
Users or Teams
• Existing roles are not shown, so you cannot remove a
role from multiple Users or Team this way
28. Security Roles: Layered Approach
Security Role:
Baseline for all users
Account
Opportunity
Case
Read Write Assign
Security Role:
Sales Person
Account
Opportunity
Case
29. Security Roles: Layered Approach
Security Role:
Baseline for all users
Account
Opportunity
Case
Read Write Assign
Security Role:
Sales Person
Account
Opportunity
Case
Security Role:
Sales Manager
Account
Opportunity
Case
31. Types of entity
• System entities
• Built-in entities created when system is deployed.
• Many can be modified, some cannot.
• Cannot be deleted.
• Cannot be “locked down” by a managed Solution.
• Custom entities
• Created by system customizer or Solution import.
• Can be modified or deleted (unless managed
properties from a Managed Solution prevent this).
32. Activity Entities
• Some of the entity properties are predefined
and cannot be changed.
• All Activities share some common fields with the
ActivityPointer entity.
• No separate Security Role privileges.
• Can be hidden from usual Activity menus.
33. Entity Properties
• Display Name and Plural Name can be changed.
• Plural name used in names of default views.
• Plural name used in navigation to related entities.
• (Schema) Name cannot be changed.
• Note schema name uses Publisher prefix.
• Primary Field.
• Must be a text field.
• After entity is saved, modify like any other field.
• Properties cannot be changed for Activity entities.
34. Additional Entity Properties
• Configure features to use with the entity
• Business Process Flows, Mail merge, Auditing
• Configure clients that can use the entity
• Outlook, CRM for Tablets, CRM for Phones
• Relationships to frequently-user system entities
• Activities, Notes, Connections, Queues
• Note: Some properties cannot be disabled after
they have been enabled.
36. Field
• Stores a single value of a defined data type
• Fields of the same data type can be formatted to
display in different ways.
• Appears as a control on a form
• Used as a display column in a view
• Can be used as part of a query
• Data is stored in a column in the entity table in
the SQL database
• Also known as an attribute by developers
37. Microsoft Dynamics CRM Field Types
Field type SQL data type Description Space (bytes)
Single line of Text nvarchar(n) Short text no longer than 4,000 characters
2 × number of
characters (n)
Option Set int
A pick-list of options, stored as an integer with associated labels.
Either specific to a field, or a global list available to all fields.
4
Two Options bit 0 or 1; Displays Yes or No; True or False or any other two values. Up to 1
Image uniqueidentifier A foreign key value (GUID) that will link to an image record. 16
Whole number int Integer from -2,147,483,648 to +2,147,483,647 4
Floating Point Number float Numbers with up to 5 decimal places. Range ± 100,000,000,000 8
Decimal Number decimal Numbers with up to 10 decimal places. Range ± 100,000,000,000 13
Currency money
A number representing a currency value with up to 4 decimal
places and in the range ± 922,337,203,685,477.
8
Multiple Lines of Text nvarchar(max)
Text that will extend over more than one line.
Can hold up to 100,000 characters
2 × number of
characters
Date and Time datetime Stored internally as UTC date and time; displayed in local format. 8
Lookup uniqueidentifier A value (GUID) that will link to a record of a particular entity. 16
38. Field Display Formats – Single Line of Text
Format Description
Email
Validated for email address format “a@b.c”. Can be double-clicked in
the user interface to start a new email in the User’s email client.
Text Single line of plain text.
Text Area
Displayed as multiple lines of text. The number of lines to use is
configured on each form.
URL
Validated for URL format and characters. Must begin with http, https,
ftp, ftps, onenote or tel. Prefixed with http:// if none of those found.
Ticker Symbol
Displays symbol (such as MSFT) and formats as a clickable link to
money.MSN.com showing performance of the stock with that symbol.
Phone
Formatted as a link to support “click to dial” applications. Note: not
validated, formatted or grouped to any particular numbering format.
39. Option Set and Two Options Fields
• Store a numeric value but display a related label.
• Option sets store integers.
• Two Options (also known as bit fields) store 0 or 1.
• Configured for a default value.
• Option set can have default value of unassigned (null).
• Two Options cannot store null, must be 0 or 1.
• Option Set always appears as a picklist.
• Discussed in more detail later in this module.
• Two Options display format is set on a form.
40. Numeric Fields – Common Properties
• Minimum and maximum values.
• Invalid values cause an appropriate error to be
displayed to remind user of the limits in place.
• Precision property
• Whole Number – not applicable
• Floating Point – 0 to 5 decimal places
• Decimal – 0 to 10 decimal places
• Currency – 0 to 4 decimal places, Pricing Decimal
Precision, or Currency Precision
41. Compare Floating Point and Decimal
• Floating Point can give faster performance for
calculations, at the expense of tiny inaccuracies
in the least significant decimal place.
• Floating Point is suitable for most purposes.
• Use Decimal if you need the best precision.
• Use Decimal if you must use queries with
“equals” instead of “greater than” or “less than”.
• When transferring data between systems, avoid
converting a value from one type to another.
42. Field Display Formats – Whole Number
Format Description
None Field is displayed and stored as the same integer number
Duration
A number of minutes. The user can select from a picklist of
options in minutes, hours or days, or they can type any value
which is a number of whole minutes, such as 2.5 hours or 1.25
days. Note: 1 day = 24 hours, not a “working day”.
Time Zone
User chooses a time zone from a standard pick list, which is
stored as an integer value.
Language
User can choose from a picklist of languages which are
installed on the CRM server. This is stored as a language
country ID (LCID) which is an integer value. For example 1033
is English, 1036 is French.
43. Currency
Extra fields added for a currency field named “price”
Field Purpose
<prefix>_price Custom field added to store a monetary value.
<prefix>_price_base
Value of the currency field converted into the base
currency for the Organization.
currency
Lookup field to choose an installed Currency. This
is automatically added for the first currency field.
exchangerate
Exchange rate between the chosen currency and
the base currency when any currency field on the
record was last updated. This is automatically
added for the first currency field.
44. Currency Field Precision
Precision setting Effect
Currency Precision
Uses the precision normally associated with the
currency selected for the record in question
Pricing Decimal Precision
Uses the number of decimal places defined for the
Organization in System Settings, from 0 to 4
Fixed Value 0 through 4
This field will use a fixed number of decimal places
regardless of the currency chosen.
Note that zero can be a good choice for fields
containing estimated values if a higher display
precision would imply greater accuracy in the
estimate than is actually the case.
45. Date and Time
• Always stored as a Date and Time.
• Displayed as Date and Time, or Date only
• Stored in Coordinated Universal Time (UTC).
• Converted to user’s local timezone and preferred
display format when displayed.
• Converted from user’s local timezone to UTC when
updated, even if Date only display format.
• Consider implications for Date only fields that are
updated and viewed across timezones.
46. Lookup Fields
• A lookup holds a link to another record.
• Stores the globally unique identifier (GUID).
• Displays the primary field of the linked record.
• For example, Account Name or Contact Full Name.
• Lookups are associated with 1:N relationships.
• On a form, a lookup can be filtered based on
another relationship.
• For example, on Account, Primary Contact is filtered
to only show Contacts who work for the Account.
47. Image Field
• 24 system entities have an image field already
• 8 of these are enabled by default
• 16 will not show an image on the form until you
enable it by changing the “Primary Image” property of
the entity from [None] to the name of the image field
• You cannot add an image field to other system entities
• You can add one image field to a custom entity,
which enables it by default, but you can turn it off
• Schema name is always “entityImage” (no prefix)
48. System Entities with an Image Field
Account Case Article
Contact Contract Sales Literature
Lead Campaign Mailbox
Product Opportunity Product Email Server Profile
Competitor Order Currency
Resource Invoice Organization
Publisher Queue Goal
User Connection Territory
8 in the left column highlighted in bold are enabled by default
49. Field Display Name and Name
• Display Name used in several places:
• As the column heading in a view.
• Used by default when field is added to a form. This
label can be modified in the form editor.
• Any list of fields, such as: Form editor Field Explorer,
Advanced Find, Field mappings, Workflow steps.
• Name is used for the column in the database
• Also used in JavaScript and other code
• Display Name can be changed, Name cannot
50. Field Properties
• Field Requirement
• Optional, Business Recommended, Business Required
• Only enforced on forms
• Can be modified by Business Rules or JavaScript
• Searchable (available in Advanced Find queries)
• Field Security
• Auditing
• Description
• Used as an infotip on forms to help users
51. Option Sets
• Stores values as integers
• Displays text labels associated with the values
• Customize options and labels
• Local Option Set only available for a single field
on a single entity
• Global Option Set can be used with more than
one field on more than one entity
• Consider advantages of each type before
creating a new field
52. Local Option Sets and Field Mapping
• Option set fields are mapped between entities
based on the underlying integer values
• Make sure option sets have equivalent labels
Event Type
Product Demo 1
Market Research 2
Product Launch 3
Trade Show 4
Booking Type
1 Product Demo
2 Product Launch
3 Market Research
Booking Type
1 Product Demo
2 Product Launch
3 Market Research
? ???
53. Modifying Option Sets
• New labels used for new and existing records
• Deleted options leave old records unchanged –
the records still store the old value
• Old records will be updated to the current default
value when the record is opened.
• Use Advanced Find before deleting an option and
update records to a new value, or clear the old one
• With many options, or lists which might change
frequently, consider a lookup to a custom entity
55. Form Types
• Main
• Used by browser, Outlook and CRM for Tablets clients
• Mobile
• Used by CRM for Phones client
• Also used as “fallback” for unsupported browsers
• Quick Create
• Shortened version of forms for easy record creation
• Quick View
• Simplified form to view parent record information
56. Updated Entities
• 29 frequently customized system entities
• All custom entities
• New form presentation
• Command bar
• Responsive design
• Enables new features
• Business Rules
• Business Process Flows
• 18 of the 29 enabled for CRM for Tablets client
57. Structure of a Form
• Header - uses tiles for important fields
• Footer - fields are read-only
• Body
• Contains Tabs that have one through three columns
• Tab columns contain Sections
• Sections have one through four columns
• Section columns can contain:
• Fields, sub-grids (lists or charts), Notes control,
IFrames, Web Resources, Bing Maps, and spacers
58. Add Fields to a Form
• Field Explorer
• Filter for All/Custom Fields; Only show unused fields.
• Drag fields from the Field Explorer to the form.
• Double-click a field in the Field Explorer to add to the
currently selected section.
• Create fields directly by clicking New Field button.
• Drag fields to a new position on the form.
• Double-click a field to change properties.
• Field label, number of columns to span, events.
59. Sub-Grids
• Display data from other records on a form.
• Usually related records, but can be unrelated.
• Select a view to filter records displayed.
• Show data as a list or as a chart, but not both.
• Users can click to open the content of the
sub-grid in a new window that has all the usual
features of a view and chart pane together.
60. Notes Control
• Display Notes, Activities and Activity Feed Posts.
• Depends on entity configuration.
• Activities shown in short form, can be expanded or
opened to see more detail.
• New records can be created inline in the control.
• Can only be added once to a form.
• Configure the tab that is shown first.
• Also known as the “Social Pane”.
61. Additional Form Components
• Web Resources
• Includes HTML, JavaScript and image files
• Iframes
• Displays a web page. URL can be modified
dynamically based on record values using JavaScript
• Bing Maps
• Only available for system entities which use “Address”
record (including Account, Contact, Lead)
• On-premises customers require an API key
62. Related Entity Navigation
• Navigation shown on the left in Form Editor.
• Displayed in Navigation Bar at the top of the
screen, from left to right.
• Add links from Relationship Explorer.
• All 1:N and N:N relationships are available.
• Drag to change order and grouping.
• Groups can be renamed but no new groups can
be created. Empty groups are not displayed.
63. Quick Create
• Short version of form for easy record creation.
• Entity must be enabled for Quick Create.
• One tab, three columns, one section in each.
• Fields and spacers only.
• Accessed from global Create button on
navigation bar, or from lookup, sub-grid or
associated view buttons for New record.
• Only first form in Quick Create form order is used.
64. Quick View
• Used to display details from a parent record.
• Select Quick View form to use, associated with a
lookup field on a specific child entity form.
• Select Quick View form for each parent entity for a
multi-entity lookup such as Customer and Regarding.
• One tab, one column, one or more one-column
sections, containing fields, sub-grids, spacers.
• Data displayed in Quick View form is read-only
but links are active and can be clicked.
65. Manage Multiple Forms
• Enable Security Roles to control access to forms.
• You might use roles that have no privileges, separate
from the ones that are used to grant user access.
• Deactivate a form to remove access from all.
• Form Order determines form a user receives.
• User receives the first form in the form order that the
user has access to through Security Roles.
• “Enable for fallback” to specify a form for users who
have no roles that grant access to a specific form.
66. Mobile Clients
• Microsoft Dynamics CRM for Tablets
• Microsoft Windows 8 and Apple iPad devices.
• Share the same Main forms as browser and Outlook,
but display the forms in a different layout.
• Microsoft Dynamics CRM for Phones
• Windows, iOS and Android devices. Implementation
Guide has details of supported OS versions.
• Uses Mobile forms. Single column display of fields.
• Mobile clients use first form, user cannot switch.
67. Microsoft Dynamics CRM for Tablets
• Uses same main form as other clients, but not
all components are displayed:
• Only the first five tabs or the first 75 fields.
• No more than 10 lists (sub-grids).
• No Web Resources, IFRAMEs, Bing maps, Yammer,
activity feeds, or SharePoint document libraries.
• Entity images are visible in list views and contact
cards. Entity images are not visible in the form
69. CRM for Tablets Client Display of Forms
Card
Relationships Summary Sales Stage Open Activities Notes Details
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+ Custom Tab
[Record Primary Name]←
Command Bar
View Port
Search
Process ControlHomeNav Bar
ScrollScroll
Header
Relationships
Process Stage
Sub-grid Notes Tab, Sections, Fields
72. Form display in CRM for Phones client
• CRM for Phones uses
Mobile Form.
• Single column of fields.
• Related entity navigation.
• Fields are read-only, and
only fields with data are
shown until user chooses
to edit the record.
74. Business Rules
• Let customizers with no programming skills
build client-side logic, replacing the need for
some simple JavaScripts.
• Apply rules to forms in all clients.
• Set the scope of the rule to one form, or all forms.
• Triggered when a record is opened or when a
field is changed that is in the rule conditions.
• Ignored if fields referenced in the rule are not on the
form, but no error is caused.
75. Conditions
• All rules are AND, there is no OR condition.
To use OR, create separate rules for each test.
• Use a field from the entity the form belongs to.
• Test field value using an operator such as
Equals, Does not equal, or Contains data.
• Compare field to another field of the same type,
or a selected value, or a mathematical formula*
*numeric and date/time fields only
76. Actions
• Select an action to take, and the field to act on.
• Show error message
• Set field value
• Set business required
• Set visibility
• Lock or unlock field
• Rules work only with fields, not tabs or sections.
• OnChange event handlers for a field will not run
if you set a field value using a business rule.
78. System, Public and Personal Views
• System Views
• Specific uses for built-in features of the application.
• Can be customized, cannot be deleted
• Public Views
• Views available to all users for viewing lists of records.
• Several Public Views are created for a new entity.
These cannot be deleted, but can be renamed,
customized or deactivated.
• Personal Views
• Created by users, shared with other Users or Teams.
79. View Customization
• Views define filters to return matching records.
• Similar concept to SQL “WHERE” clause.
• Query is stored as FetchXML.
• Some clauses can be “dynamic” or “relative” such as
“Equals Current User” or “Last three months”.
• Some views are used directly to display records,
others as the basis for lists, charts and other features.
• View columns define the fields to be displayed.
• Can include fields from N:1 related primary entities.
• Sort by up to two columns, from the main entity only.
80. System View Types
• Advanced Find
• Used for Advanced Find results if no other view is
selected as the starting point for the Advanced Find.
• Associated
• Displays related records when accessed through the
navigation bar from another record.
• Default filter for most entities is Status=Active.
• List Member View
• Marketing List members: Account, Contact, Lead only.
• Filter criteria (query) cannot be modified.
81. System View Types – Quick Find
• Defines display of results of a Quick Find search.
• Filter criteria provide pre-filtering of results.
• Find Columns define the columns searched.
• Must be from the entity, not related entities.
• Nonclustered indexes are added to SQL server
• Index for every find column is added and maintained.
• Unless you add more than 20 columns, or a text field
longer than 900 characters.
82. System View Types – Lookup
• Used by default in lookup controls.
• Lookup controls: on lookup fields and when adding a
related record through a sub-grid or associated view.
• Primary field and first two other columns are shown
in drop-down list under lookup control.
• Look Up Records dialog box uses Lookup View.
• Lookup field on a form can be configured to use a
different view to provide different filtering or columns
that are more relevant to the context.
83. CRM for Tablets Multi-entity Search
• Search for results from up to 10 entities at once.
• User can filter to search only one entity if they prefer.
• Entities are specified in System Settings.
• Searches each entity using Quick Find columns.
• One results list for each entity.
• System settings controls order of these lists.
• Entities that return no results are shown to confirm
this, instead of not being displayed at all.
84. Custom Views
• New, or copy an existing view by using Save As.
• All public views are shown together under
“System Views” section of view selector list.
• Don’t confuse this with “special” System Views.
• Always in alphabetical order – consider view names
carefully to group similar views together, and most
frequently used near the top of the list.
• Remove columns that are implied by the filters.
• Set the default view. Users can override this.
85. Remove Unwanted Views
• Deactivate unwanted views.
• Cannot deactivate system views.
• Consider all areas of the system that the view is used,
including lists and charts on forms and dashboards.
• Delete a view permanently.
• Cannot delete system or public views created
automatically by the system.
• Check for dependencies before deleting.
• Must delete the view in all systems – delete is not
“carried” by a Solution.
87. Chart Design Criteria
• Select the entity that has the data you need.
• Select fields you want to summarize as a series.
• How you want to aggregate (summarize) the data in
each series, for example as a sum or count.
• Select fields that group the data into categories.
• Select the chart type that will provide the
clearest display and understanding of the data.
• Select a view to help you preview the chart.
• This is not saved as part of the chart definition.
88. System and Personal Charts Compared
• Created by system customizer.
• Can be included in a Solution.
• Can be included in system or
personal dashboards.
• Available to all Users.
• Can be exported as a chart XML
file, or imported from one.
• Created by any User.
• Not included in a Solution.
• Can be included in personal but
not system dashboards.
• Shared with other Users or Teams.
• Can be exported as a chart XML
file, or imported from one.
System Personal
89. Combining Chart Types
Chart Type Available Combinations
Column All column, area and line charts
Area All column, area and line charts
Line All column, area and line charts
Bar Only other bar charts (of any type)
Pie None – pie charts only support one series
Funnel None – funnel charts only support one series
90. Dashboards
• Show several components in a single screen to
provide users the information they need.
• Include Charts, Lists, IFrames, Web Resources
• Create new or copy existing as a starting point.
• Default Dashboard for each area of the system,
set in the Sitemap.xml for the navigation bar.
• CRM for Tablets uses Sales Dashboard.
• Users cannot change dashboards in the tablet app.
• Sales Dashboard can be renamed and customized.
91. System and Personal Dashboards Compared
• Created by system customizer.
• Can be included in a Solution.
• Can only use public views and
system charts.
• Available to all Users.
• Access can be controlled by using
Security Roles.
• CRM for Tablets uses Sales
Dashboard.
• Created by any User.
• Not included in a Solution.
• Can include system and personal
views and charts.
• Shared with other Users or Teams.
• If shared, all components such as
charts and views must be system
components or must be shared.
• Not available in mobile clients.
System Personal
92. Dashboard Layout
• Similar grid-based structure to forms
• Tabs can be expanded or collapsed.
• Components can span multiple columns and rows.
• Responsive design moves columns from the right to
below other columns as the window width decreases.
• Move and resize components
• Components can be moved by dragging or using
arrow keys, and can be resized by using on-screen
buttons or keyboard shortcuts.
• Other components move to make space.
93. Choose a Layout for a New Dashboard
Layout name Construction
3-Column Regular Dashboard One tab of three columns
3-Column Multi-Focused Dashboard One tab of four columns
4-Column Overview Dashboard Two tabs of four columns each
2-Column Regular Dashboard One tab of four columns
3 Column Overview Dashboard Two tabs of three columns each
3-Column Focused Dashboard One tab of four columns
95. Field Security
• Field Security applies to all access methods.
• Including: views, charts, audit logs, data import, SDK.
• Enable Field Security property for a custom field.
• Field is secured until you grant permissions to it.
• Create Field Security Profiles for Users or Teams.
• System Administrator profile.
• Hidden profile with all permissions to all fields.
• Includes all users who have the System Administrator
Security Role. You can add more users to this profile.
96. Field Security Profiles
• All secured fields are listed
• Add Users and/or Teams
• Select fields and grant permissions to them
• Read
• Update
• Create
• Permissions are independent of each other.
• User could have Update, but not Read, for example.
97. Field Security and Security Roles
• Security applies at the following levels:
• Entity: Managed through Security Roles.
• Record: Enabled by sharing specific records.
• Field: Controlled by using Field Security Profiles.
• Field Security combined with Security Profiles
• Least restrictive Field Security profile applies
• Least restrictive Security Role applies
• Most restrictive of the two models wins. For example,
a user who has Update access to a record and Read
permissions to a secure field can only read the field.
98. Auditing Overview
• Auditing can be enabled or disabled as a
property of individual fields and entities
• Auditing does not take effect until enabled for
the Organization in System Settings
• Once enabled at all three levels, those fields for
those entities in that Organization will be audited
• Changes to field values will be recorded in
separate tables on the SQL Server (in separate
partitions if using SQL Server Enterprise edition)
99. Audit Data
• Audited events are saved in audit logs.
• Events include changes to auditing and security.
• Changes to field data store the old value.
• Audit History shows data for a single record.
• Audit Summary shows high level information such as
system events, security changes and the records that
have changed, not field changes.
• Audit data is divided into quarterly logs.
• Only the oldest log can be deleted.
• The current log cannot be deleted.
101. Business Process Flows
• Guide users through business processes.
• Stages contain steps that are associated with fields.
• Process can contain up to 5 entities and 30 stages.
• Linear, no branching or conditional logic.
• Up to 10 activated processes for each entity.
• Users can switch from one process to another.
• Security Roles control access to processes.
• Process Flow Order and Security Roles define default
process for new records for a specific user.
102. Business Process Flows – 25 System Entities
Account Appointment Opportunity User Marketing List
Contact Phone Call Quote Team Campaign Activity
Lead Task Order Product Campaign Response
Case Email Invoice Price List Item Recurring Appointment
Campaign Fax Competitor Letter Sales Literature
Also any custom entity with Business process flows enabled
103. xRM Productivity &
Industry Solutions
• www.xRM.website
Dicker Data Cloud
Marketplace
• www.DickerData.com.au
Microsoft Dynamics CRM
• http://www.microsoft.com/en-
au/dynamics/crm.aspx
• http://www.microsoft.com/en-
us/dynamics/crm-customer-
center/default.aspx