microsoft dynamics crm customization

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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 mic

Dynamics CRM 2015 Online Update1 UI, dynamicsupdate1

Dynamics CRM 2015 Online Update1 UI, dynamicsupdate1Listen to zookeeper Dynamics CRM 2015 Online Update1 is gone, and I immediately ran to apply for a 30-day trial. After a simple look, the changes on the UI were refreshing, it may also be that CRM2013's UI has been torn down for too long and has no temper. Then, we ca

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 i

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

dyn-b201 Dynamics CRM Cloud Productivity solutions and features introduction

dyn-b201 Dynamics CRM Cloud Productivity solutions and features introductionLecturer: Wang Jian, Lin TaoThe Dynamics CRM Cloud product officially landed in China, CRM seamlessly integrates with Azure, O365 deep integration, bringing unparalleled productivity, reinventing bus

Application of dynamics CRM in large enterprises

2009 year 6 month 3 , microsoft and Intel announce Cali Bri " lang=" En-us "> CRM 4.0 the benchmark test proves that Microsoft CRM run on Intel Xeon 5500 5 over 2.9 millions of daily visits, it can run well. At the same timeOracle SiebelIn2008Year10Test results of the month: font-fami

Dynamics CRM 2015 New Feature (1): Product & amp; Product Family & amp; Bunch, dynamicscrm

Dynamics CRM 2015 New Feature (1): Product Product Family Bunch, dynamicscrm The product classification function in Dynamics CRM 2015 is quite interesting. It can also be said that the concept of product classification is redefined. In the new system, the concepts of Product Family and Product Bunch and relationship

Update changes for the Dynamics CRM Online Update1 UI Interface

heard theDynamics CRM Online Update1, immediately ran to apply for a 30-day trial version of a simple look, the changes in the UI is refreshing, it may be CRM2013 UI torn too long after the temper, see a little bit of improvement after the ecstatic, Let's see what's changed.The original home button that small house icon changed, now click on the icon is a drop-down navigation, and the original is a drop-down navigation function is on the

Dynamics CRM Update 1 Series (4): Alternate Keys

Alternate Keysis also a heavyweight feature associated with system integration. Using this feature can greatly improve the time cost of developing data integration interface and the operation efficiency of the interface.In previous versions of Dynamics CRM , we could only judge the uniqueness of records through the primary key of the entity, and now we can use Alternate keys to determine the uniqueness of r

Rights Management and assignment for Dynamics CRM 2013 (ii)

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

CRM Close Quote Dialog Box Customization

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

Dynamics CRM 2013 and Outlook integration issues

When CRM is integrated with Outlook with IFD deployment, the following connection error may occur: "Cannot connect to Microsoft Dynamics CRM server because we cannot authenticate your C Redentials. Check your connection or contact your administrator for more help. " At this point you can look at the log, you will find

Dynamics CRM New Feature (5): bussiness Flow contidtion & Branche

Today we are going to look at business Flow, although it is not a new feature, but in the new version it has been a lot of improvements, it can be seen that Microsoft is still in this feature a lot of effort. Of course, this is also a very useful feature, it is very good to use it to manage the business process.In the new system, we can set constraints and branches for business flow, which also means that users can now design more flexible BF. Another

Add configuration Domain Certificate Server and ADFS for Dynamics CRM 2013 configuration

) this.width=650; "src=" http://s3.51cto.com/wyfs02/M02/6F/8F/wKiom1WfrbPiTNQpAAIsh2OcH3w921.jpg "style=" float: none; "title=" 2015-07-04_231729.png "alt=" Wkiom1wfrbpitnqpaaish2och3w921.jpg "/>650) this.width=650; "src=" http://s3.51cto.com/wyfs02/M00/6F/8C/wKioL1Wfr4byFQUwAAHKxJkEpFk493.jpg "style=" float: none; "title=" 2015-07-04_231745.png "alt=" Wkiol1wfr4byfquwaahkxjkepfk493.jpg "/>650) this.width=650; "src=" http://s3.51cto.com/wyfs02/M00/6F/8F/wKiom1WfrbTippxdAAHAMckCwNQ281.jpg "style=

Microsoft Dynamics uses Wijmo 5 of uguicheng to provide a mobile user interface, dynamicswijmo

Microsoft Dynamics uses Wijmo 5 of uguicheng to provide a mobile user interface, dynamicswijmo Recently, grape city, the world's largest control provider, Announced: Grape city recently reached a cooperation with Microsoft to integrate HTML5 and JaveScript controls of Wijmo product line into Microsoft

Microsoft Dynamics uses the Wijmo 5 of the grape city to provide mobile user interface selection

Recently, the world's largest control provider Grape City Company announced:Grape City recently partnered with Microsoft to integrate HTML5 and Javescript controls from the Wijmo product line into Microsoft Dynamics Crmonline version 2016.With the release of Microsoft Dynamics

Microsoft Dynamics CRM4.0 Learning Note (i)

Microsoft Dynamics CRM4.0 Learning Note (i) Introduction: This article is suitable for beginners to learn Microsoft CRM, simply to add a menu in the left menu of the CRM system, Create a new page and make a form in the page and add some function menus; Technically, it's a c

Why Microsoft Dynamics 365 as an enterprise customer Relationship management system (top)

Microsoft has been emphasizing digitaltransformation (digital transformation) in its new transformation, and that's certainly the dynamics 365. Microsoft Dynamics 365 is the evolution of CRM and ERP cloud solutions into SaaS Cloud Service solutions, the new products will pro

Why Microsoft Dynamics 365 as an enterprise customer relationship management system (bottom)

In the choice of CRM many enterprises will look at the characteristics of the product industry, but also based on their own company's IT capabilities can be implemented after the company withdrew from the field. So at the beginning of the mainstream of several CRM, such as foreign SAP and Siebel (Oracle) are good old CRM, in recent years,

Installation of Microsoft Dynamics 2015 development Visual Studio 2012

. New Visual Studio Solution template for Dynamics CRM 2013 Dynamics CRM Plug-in Library Dynamics CRM Workflow Library Dynamics

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