365blog articles
365blog
Published
5 min read
Part 1: Happy Birthday via Workflow using Client-Side Scripting
If you are like me, then you probably enjoy being wished a happy birthday. The birthday congratulations usually take the form of an e-mail or a phone call. If the business tries to does this for every customer, it can become unmanageable. Enter Workflow.
Published
<1 min read
Microsoft Dynamics CRM 4.0 : Data Migration Manager with John O’Donnell
John O’Donnell, Microsoft Dynamics ISV Architect Evangelist, is on Channel 9. He demonstrates the new Data Migration Manager tool in Microsoft Dynamics 4.0 showing how it can be used to import and link multiple entities from CSV files. John O-Donnell blogs at http://blogs.msdn.com/usisvde.
Published
10 min read
Microsoft Dynamics CRM Data Import
CRM MVP Ronald Lemmen returns as a guest blogger. You can read more from Ronald at his blog. This post will dive deep into the possibilities for Data Import for Microsoft Dynamics CRM. Discussed will be the options which Microsoft gives for importing data in both the versions 3.0 as well as 4.
Published
1 min read
Leads, accounts, contacts, and opportunities
The relationship between leads, accounts, contacts, and opportunities can be a bit complicated. In Microsoft Dynamics CRM, opportunities represent potential sales to people who are already tracked in your database as either accounts or contacts. Therefore, opportunities cannot be converted to accounts or contacts.
Published
2 min read
Weighted Revenue
For some strange reason the subject of Weighted Revenue has been on my mind lately. Strange in the sense that I don’t own our Opportunity Management feature and I haven’t written an sales pipeline report in a while.
Published
2 min read
Product Costs and Pricing Engine
This post describes some basics of how the different ‘cost’ fields in the product entity affect the pricing calculations of the products. The definitions of current cost and standard cost may be changed for your own scenarios. But the description below should help understand how these fields affect pricing.
Published
3 min read
Configurable Cascading Relationships
Relationships are a powerful concept in CRM letting users easily relate relevant records to each other. For example an Account may have related leads, cases, activities, opportunities, contacts etc… Relationships also define cascading behavior of related records when their parent record is shared, re-assigned, re-parented, deleted or merged with another record.
Published
4 min read