Articles about features of Dynamics 365 apps from Microsoft
Phone App A phone app was first released CRM in version 2013. It was updated for the Online 2015 Update 1 release. The same app can be used for CRM 2013 and 2015 On-premise (provided that an Internet-facing Deployment has been configured) and CRM Online. Th app is available for Windows, Android and Apple phones. Tablet App …
Microsoft Dynamics CRM – Online Product Pricing Notes User Subscription License (USL) Minimum purchase of five CRM Professional USLs is required for new subscribers Enterprise $200 per user/month Also includes: Parature Enterprise Microsoft Dynamics Marketing Enterprise Professional $65 per user/month Basic $30 per user/month Essential $15 per user/month Microsoft Dynamics CRM non-production …
As Dynamics has evolved, the way to determine the stage of an opportunity has changed. There are three periods to consider: before Business process flows were introduced (CRM 2011 and earlier) Introduction of Business process flows (with only one flow per record) (CRM 2013 to 2016 version 8.1) Business process flows in their own entity …
Yammer was acquired by Microsoft and is available stand-alone or can be integrated with Microsoft Dynamics CRM. Prior to Yammer, Activity Feeds was provided for CRM as a way to follow records. Activity Feeds is still available. Integrating Yammer with CRM is optional but integration replaces Activity Feeds. An enterprise edition of Yammer is required …
Leon Tribe, a fellow MVP, has a great article on qualifying leads in CRM 2013 and how the behaviour has changed from CRM 2011.
When creating charts that use currency fields you might wonder, as I did, how aggregration of records on a currency field works when there is a mix of records that use different currencies. Does it use the base currency? My first reaction was that CRM uses the base currency to display the chart and money …
Fellow MVP, Damian Sinay, has published a book on report writing for Dynamics CRM. Writing reports for Microsoft Dynamics CRM is an area that needs more coverage and I was particularly pleased to see the publication of Microsoft Dynamics CRM 2011 Reporting from PACKT Publishing. You can find the book at http://www.packtpub.com/microsoft-dynamics-crm-2011-reporting/book where there is …
A new book on Microsoft Dynamics CRM report writing Read More »
Sales records (opportunity, quote, order and invoice) have a currency field which determines the price lists that can be used on the record. After a record is created whether the currency can be changed depends on the record type and the status of the record. Opportunity Records Status Can currency be changed? Can Price List …
Changing currency or price list on sales records Read More »
When adding products to opportunities, quotes, orders and invoices you must specify the number (quantity) of items to add. What controls whether fractional quantities can be used and the number of decimal places to allow in quantities? There are two settings to consider: At the product level, the field Decimals Supported specifies the number of …
Quote Product fields Note: all currency fields have an equivalent field for the amount in the base currency, the names shown below hold the value in the currency of the record. Display Name Name (for SQL Querying) Determined Notes Price Per Unit priceperunit Manually entered or determined from the catalog Volume Discount volumediscountamount Calculated …