This series of posts on MS CRM will be targeted for a novice developer. I will start with basics and later on extend it to complex functionalities. I will be providing some video tutorials later covering these topics with a use case.
Microsoft Dynamics CRM is a software package developed by Microsoft. MS CRM is gaining a lot of CRM market lately.
Microsoft Dynamics CRM is a software package developed by Microsoft. MS CRM is gaining a lot of CRM market lately.
Microsoft Dynamics CRM is available in two primary delivery mechanisms:
Dynamics CRM On-Premises and Dynamics CRM Online.
The on-premises version of CRM is hosted by the customer in an on-premises server. With CRM Online, Microsoft takes over the hosting responsibilities. Decision points like direct access to SQL tables and expanded backup capabilities can drive the decision to go on-premises or online.
I am going to use CRM Online only in my posts as I have limited access to a trial version of MS CRM application. You can get one month trial access by registering in the link.
After registering, the application will look like this. By default, we will have Sales, Service and Marketing modules. I am going to explain basic navigation steps below.
The red box indicates the application bar where on clicking the Microsoft Dynamics CRM drop down, the available apps and the settings can be accessed.
On selecting an App (like Sales dropdown), the available entities will be shown like below.
On selecting an entity, it will show the recent records and the records of the entities in below section.
We have a quick Create option also.
The green box shows the default view of the entity selected (Dashboard in this case), the one which we want to see on home page. We can change the default any time by changing our preferences.
The yellow box is a what's new section, showing recently created, updated records information. We can follow a particular record and the updates will be shown in follow section in the right.
I will explain about the steps to configure application in further posts.
Great Content. It will useful for knowledge seekers. Keep sharing your knowledge through this kind of article.
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