how can crm justified

The company uses CRM in accordance with its own business processes and does not need to create order orders after signing a contract, but closes it directly. However, the default closing window for quote is as follows: The first problem is that "Status Reason" has only three options above, and it's not a good fit, and the default option is to create revised quote, which is not in line with the company process. You can actually create a ribbon button

The following are security roles, detailed settings, that is, template settings.Because my u disk to be bad, so this months of hurriedly released into the article, do not break, before the results of the test are not.Come on, go.650) this.width=650; "src=" http://s3.51cto.com/wyfs02/M01/6F/D7/wKioL1WrIueTaEhAAAR3uLBrI2o826.jpg "style=" float: none; "title=" 2015-03-19_105105.png "alt=" Wkiol1wriuetaehaaar3ulbri2o826.jpg "/>The default system has the following security roles. Give the user the ap

Calculate Field Rollup field can be said to be 2 comparison to the force of the feature, as the dynamics of the CRM version of the update, so the exciting feature is one after another to emerge. As far as calculate field and rollup field are concerned, the prior implementation of such a feature requires the developer to participate, but now it is simple to do with a simple manual configuration.Calculate field--Therefore, is the Cascade field, the val

Dynamics CRM 2015 adds some new service request and a Help class library xrmtooling to the developer, which supports the connection of CRM in various environments, such as online,o365,on premise, etc. It also supports documenting CRUD operations, which are very useful to the force. I'll go over it in detail later, so let's take a look at the updated services in the new system:Organization Web ServicesMost o

Microsoft Dynamics CRM 2013 Upgrade 2015, to install the CRM 2013 patch before installing the 2015 installation packageThe main need to install the following patches: 1. kb29413902. kb29638503. kb3016464 kb2941390650) this.width=650; "src=" http://s3.51cto.com/wyfs02/M00/71/71/wKioL1XQmoXjUwaxAAJ3FYdBXGA574.jpg "style=" float: none; "title=" 2015-08-11_213106.png "alt=" Wkiol1xqmoxjuwaxaaj3fydbxga574.jpg "

Configuring HTTP+MYSQL+NFS high-availability clusters based on the Crm+hb_gui interface Configuring Ipvs high-availability clusters based on the crm+hb_gui+ldirectored interface This article is from the "Ccschan" blog, make sure to keep this source http://ccschan.blog.51cto.com/11854461/1925394Configuration of the Linux High Availability cluster Scheme heartbeat v2 based on

The default is the English system, want to change into Chinese. The following steps are listed below:1. Download and install the language packhttp://www.microsoft.com/en-US/download/details.aspx?id=450142. Add a languageOpen settings–> administration–> LanguageAfter clicking Apply, the following prompt appears:After installing Srsdataconnector\setupsrsdataconnector.exe under the CRM installer, set the language again. It takes some time to notice.3. Se

In the previous introduction of a few of the development of CRM system in the essay, which are integrated with a number of page functions, including a multiple-document interface, as well as customer-related information page display, this module is to use the DevExpress control of the Xtratabpage control dynamic loading implementation, This article mainly introduces two kinds of dynamic loading, one is to the user control (UserControl) module dynamic

In the previous introduction of a lot of CRM-related interface and implementation of the ideas of the essay, this article continues to introduce some of the experience and techniques used in the system fragments. This essay mainly introduces customer Relationship management system (CRM) quotes and Sales Order Processing interface effects, using the built-in selection of the list instead of pop-up dialog box

Every time we upgrade the new system, we need to investigate which features can not be used after the upgrade, after all, the system version of the upgrade there is a huge risk: custom development, database data can face the risk of loss. This article is mainly about customizing the development of this piece, see the new version of the system to the old code compatibility. Dynamics CRM 2011 The new system fully supports custom features developed wit

We know that it is very easy to set the Change event for a field through the interface, whether it is required or not. But sometimes we need to dynamically according to certain conditions to set, then there is a need to use JS to dynamically control. The following describes how to use JS to dynamically set. The change event of a dynamic set field Form on Load Event function onLoad () { Init (); PageAttr.delivery_from.addOnChange (Deliveryfromchange); PageAttr.type.addOnCh

Microsoft Dynamics CRM App for Windows PhoneHttp://www.windowsphone.com/en-us/store/app/dynamics-crm/bdf6ad14-8ff3-4db1-a9d5-336c50ef13eeMicrosoft Dynamics CRM App for Windows 8Http://apps.microsoft.com/windows/en-us/app/microsoft-dynamics-crm/93772212-7b72-4aee-bc4e-b1adb7712ebe\ Devlop Win 8 and

does the data speak? In the era of big data, data not only speak, but also drive business decisions, allowing businesses to move in the right direction. 650) this.width=650; "Src=" Http://s2.51cto.com/wyfs02/M00/85/28/wKioL1ebFEfip18fAACntk9oBpA180.jpg-wh_500x0-wm_3 -wmp_4-s_2417758109.jpg "title=" Zhiyun CRM: The Big Data era, in a simple way to let the data speak "alt=" wkiol1ebfefip18faacntk9obpa180.jpg-wh_50 "/>"With the rapid development of infor

Some Garden friends called on the blog Park to organize some open-source projects, which were recognized by everyone. More than five years ago, I learned a lot of technologies and met many friends. To thank you for your help, we open source a customer relationship management (CRM) project a few years ago from the hard drive. Due to copyright concerns, the implemented business logic and core components have been shielded. The main contribution is its i

Dynamics CRM the database specified by Microsoft SQL Server has a higher version, dynamicscrm During NLB deployment, CRMAPP1 installed the CRM version 6.1 With the SP1 Patch, And the CRM installation package on CRMAPP2 was version 6.0, after you select to connect to an existing deployment, the problem occurs in the last step, as shown in. It is obvious that

Use FetchXML to create a Dynamics CRM Online Advanced Report Today I will share with you an article on report production. Today we do not use SQL statements for reports. We use FetchXML for reports. This test environment is Dynamics CRM Online. You should know that Dynamics CRM Online can only deploy SSRS reports created based on FetchXML. Now that we have talked

In the last essay "WinForm Development framework of Customer Relationship Management System (CRM) Development Summary Series 1-Interface feature display" introduced my entire CRM system overview, this article continues this series of articles, describes how to build on my "WinForm development Framework" based on progress Line CRM system module development work, h