unify crm

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

The Microsoft Dynamics CRM 2013 Language Pack contains translated text, such as labels, error messages, and help. This allows you to view Microsoft Dynamics CRM in a language other than the base language. Note: This method also applies to Microsoft Dynamics CRM 2015: http://www.microsoft.com/zh-CN/download/details.aspx?id=40340650) this.width=650; "src=" htt

As we all know,CRM, is usually said "customer relationship Management", refers to the use of CRM to manage the relationship between the enterprise and customers. But what makes many business owners puzzled is that we are actually using the CRM system, but the effect is very little, what is the reason? In the end, CRM i

There are two replication/cloning methods described earlier: The dynamic CRM 2013 Learning Note (14) Copy/clone record and the dynamic CRM 2013 Learning Note (25) JS Call Web Service to implement multiple record replication (clone) functions.The first method is to replicate a single entity of the same type, and the second method is to copy multiple records to another entity in the list interface, and all tw

There are two replication/cloning methods described earlier: The dynamic CRM 2013 Learning Note (14) Copy/clone record and the dynamic CRM 2013 Learning Note (25) JS Call Web Service to implement multiple record replication (clone) functions. The first method is to replicate a single entity of the same type, and the second method is to copy multiple records to another entity in the list interface, and all t

The mapping relationship between CRM and ERP sales organization can be maintained in the following configuration.For example, ERP's sales organization with number 0001 mapped to CRM's sales organization numbered O 50040102:This mapping relationship is stored in the table hrv1222a and can be queried by field r3_sa_org:Where CRM's sales organization number is stored in the field ObjID:It is also possible to get the