Document creation in MSD 365

Many times we need to create document in MSD CRM and or MSD 365, ex. Quote. In earlier CRM version it was not available out of the box. But as part of MSD CRM 2016 and MSD 365 its has been introduced out of the box, in few clicks we cam create document or automate the process with the help of out of box workflow.  Continue reading “Document creation in MSD 365”

MB2-712 Certification: (Microsoft Dynamics CRM 2016 Customization and Configuration) – Revision Guide

Good Post

Microsoft Dynamics 365

I have been completing a series of posts to help people prepare for the MB2-712 certification (Microsoft Dynamics CRM 2016 Customization and Configuration. Here is a collection of links to all of these posts. I hope these might serve as a useful revision aid for the MB2-712 exam.

The MB2-712 certification is not easy to study for. At least in my opinion! The reason being the scope of the exam. CRM is a large product and therefore customizing it is a big topic. But a fun topic and one you will really enjoy learning about.

Revision Notes (Introduction)

Introduction / Overview to MB2-712 Exam

Configure Microsoft Dynamics CRM

  • Configure Dynamics CRM settings
    • Configure auditing, document management and collaboration; configure business units; perform user management; configure email; manage teams
  • Manage Dynamics CRM security
    • Understand security roles; define permissions and privileges; configure access levels; configure security roles; assign security roles; work with…

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Field Service – User Guide

Complete reference for Field Service for Microsoft Dynamics CRM..

Microsoft Dynamics 365

Field Service for Microsoft Dynamics CRM 2016 is a powerful tool to help support the activities of field based engineers.

I have been blogging on this subject for a few months!

Here I will give a collection of links to my various posts on Field Service for Microsoft Dynamics CRM. Collectively these posts should provide you with a detailed user guide, you could think of this post as a “book” on Field Service.

  • Introduction / Theory
  • Installing Field Service
  • General Setup
  • Using Field Service

Tip:
Keep checking back to this post, I will continue to add more detail.

Introduction / Theory

PostDescriptionLast Updated
Field Service – Overview
An overview of the capabilities of Field ServiceAugust 2016
Work Order Theory
A description of what a work order is, its lifecycle and how it relates to other Field Service entitiesAugust 2016

Installation

PostDescriptionLast Updated
Field Service –…

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MS CRM 2016: Customer data type

So finally customer data type is available in Dynamics CRM 2016, let’s see how it can be useful in your next CRM Implementation. In Dynamics CRM customer information can be stored using two entities Account and Contact.
customerpic1 Continue reading “MS CRM 2016: Customer data type”