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Analyze Dynamics CRM data using Excel PowerQuery and workbook

Analyze Dynamics CRM data using Excel PowerQuery and workbook You may also find that most of the articles written by bloggers are related to developers, involving some programming knowledge that requires professional programming knowledge. Today, I will introduce some different things to you and tell you how to use Excel to analyze data in the Dynamics CRM system. Everyone knows about the Excel software. If

Spring ' Wave update:installing Dynamics CRM on Tablets for Windows 8.1

One of the added bonuses of Dynamics CRM is it ability go where you go! with the Spring ' waves Update, you can now download CRM to your tablet with Windows 8.1. If you currently has the CRM for tablets installed, make sure to uninstall it before beginning and completing these steps .1. The Tablet app for Windows 8.1 is simply named Microsoft Dynamics

First experience with Dynamics CRM 2013 (1): Installation of the system

I recently received a beta test invitation from Microsoft Dynamics CRM, and finally let me uncover its mysterious veil. Since the release of last year's Dynamics CRM December patch package, a number of new elements have been added: Business Processing bar (BPF), internal microblogging (Yammer), integrated Skype, integrated Bing, and new form layouts. To the recently released version of Dynamics

Dynamic CRM 2013 study notes (5) prohibit modification of approved documents

Dynamic CRM 2013 learning notes (1) plugin input entity Parameter Parsing Dynamic CRM 2013 study notes (2) Basic plug-in usage and debugging Dynamic CRM 2013 learning notes (3) quick creation of entity entitycreater Dynamic CRM 2013 learning notes (4) Document No. and plug-in batch registration tools After the approv

Customers to get the world, the hundred will help the business Opportunities Unlimited CRM

To get the customer is the premise of business success, retain customers is the basis for sustainable development of enterprises. In the product design can learn from Zhang Xiaolong "run out" the ultimate idea, but treat customers, but to find ways to maintain close with customers, retain customers, and promote interaction with customers. CRM (Customer relationship Management) system can describe the customer relationship is very detailed, so that all

The heartbeat of High availability cluster resource management based on CRM (II.)

typePrimitive,native: Master resource, can only run on one nodeGroup: Groups ResourcesClone: Cloning A resourceTotal clones, maximum number of clones to run per nodeStonith cluster filesystemMaster/salve: Master-Slave resources8. Distributed Lock:/usr/lib64/heartbeathearsources2cib.py9. Graphical ConfigurationHa.cfCRM on/usr/lib64/heartbeat/ha_propagate transferring a configuration file to another node10. Installing the GUIHeartbeat v2 using CRM as I

Dynamic CRM 2013 learning notes Series

AllDynamic CRM 2013 study notesSeries of articles Dynamic CRM 2013 learning notes (1) plugin input entity Parameter Parsing Dynamic CRM 2013 study notes (2) Basic plug-in usage and debugging Dynamic CRM 2013 learning notes (3) quick creation of entity entitycreater Dynamic

Microsoft CRM 3.0 Mobile Installation notes (1) -- Preparations

Microsoft CRM 3.0, which has been around for half a year, has recently asked the company to quickly learn about the installation and use of its Mobile version. As a result, it has been pondering over the past few days. I have heard that this stuff is not fun. Some predecessors have almost collapsed because it involves N-plus settings, and even feared this stuff. No way. The task is coming. Stick it to your head. Put the installation notes here and dis

Use SSIS to migrate data to the dynamics CRM System

Hi, everybody. Recently, my project has been very busy and I have been thinking about career development issues. So I haven't been down to writing a few blogs for a long time. Recently, I participated in the data migration from dynamics CRM 2011 to dynamics CRM 2013 online. Now, I will take this opportunity to analyze my experiences in data migration. My friends who have read my previous articles certainly

MSCRM--JS code to operate form in CRM

I have been learning about the CRM system for the past two days. And use a simple JSCodeTo operate the form to meet a constraint. In general, it is easier for some form users to expand. CRM concept CRM (Customer Relationship Management) was first proposed by Gartner Group, and entered China along with the tide of Internet and e-commerce. Currently,

Olympus uses Oracle-hosted CRM to eliminate data problems

The leader in precision technology-Olympus America, which specifically created innovative Optical Digital Solutions for medical, life sciences, and consumer electronics, recently announced the deployment of Oracle-hosted CRM, provide comprehensive information about customer activities to its medical system sales team. Its powerful reporting and analysis tools provide an intuitive user interface and a single network-based system to help users eliminate

Misunderstanding of the CRM system

Recently, I have been thinking about the company's CRM system. In fact, the company has already built a CRM system, which is provided by a well-known Enterprise in China. However, there are many problems in the use process and they are not used. The salesperson complained that the system was useless, and the Management complained that the system could not analyze the data. This is natural, because the sale

How to create Dynamics CRM Online User License

Hi, guys. Today I wowould like to share your guys how to operate CRM Online through O365 APIs. This is a very new topic because O365 APIs just went into Preview program. Can we create CRM online user using crm oob APIs? No, imagine that if you want to create a user in on premise environment, then you shoshould create an account in AD first, and then create an

Dynamics CRM 2013 development essay 01 -- system installation 01

There have been 10 months of contact with CRM since March. In addition to the Spring Festival and several legal holidays, almost all of them have been engaged in CRM-related development on projects. The first contact was crm2011, we have customized a system for a famous Chinese wine industry in CRM 2011, and have embarked on the path of

Two cores of the CRM system

With the words "customer is God" becoming more and more deeply rooted in the hearts of the people, various service-oriented enterprises also regard customer relationships as more and more important. As a result, software companies have developed various CRM software, in order to better manage customer relationships, provide better services to customers, and ultimately gain greater commercial benefits. However, looking at the current

Dynamic CRM 2013 Learning Notes (iii) Quick Create entity Entitycreater

I. Introduction of EntitiesEntities are used to establish business data models and manage business data in Microsoft Dynamics CRM. For example, you can use entities such as customers, campaigns, and events (cases) to track and support sales, marketing, and service activities. An entity has a set of properties, each representing a specific type of data item. For example, the customer entity has the Name, Address, and ownerID attributes. Conceptually, e

The impact of exhibition CRM on managers

CRM is a type of strategic decision-making that supports the enterprise's overall strategic goals. The lack of strategic CRM implementation is like no head fly. Even if CRM can be used to improve some processes for the time being, it cannot obtain stable and continuous returns, and the success rate of project deployment will be greatly reduced. Auxiliary Tools fo

Installation of Dynamics CRM 2013 system

I recently received a beta invitation from Microsoft's Dynamics CRM 2013, and finally let me uncover the veil of its mystery. Since last year's Dynamics CRM December patch package was released, many new elements have been added: Business process strips (BPF), internal micro-blogging (Yammer), integrated Skype, integrated Bing, and new form layouts. To the recently released Dynamics

SAP CRM Performance Tips

IntroductionThis page is intended to collect considerations that can be used to avoid performance issues in the SAP CRM implementation, and important items are identified by the icon.If you have other tricks you want to talk about, don't hesitate!Performance Considerations General Cache read class Access, especially where performance is critical, such as field checking, to avoid database queries. Try to pu

Use JavaScript to call CRM web service on the client

In CRM, JavaScript is used to call web service on the client to facilitate deployment and improve user experience. in fact, the development of plugin on the server side can still achieve similar results, and we can easily process the results returned through the Web service, but the main advantage of using JavaScript is that it is easy to deploy. As we all know, most of the secondary development in CRM focu

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