I have a problem that I have been trying to solve and have been hitting Google most of the day with no joy.
I have a Microsoft Dynamics CRM 2013 system and the business is looking to allocate tasks to the sales reps by Account.
So for example we may create a task for "Check product XYZ pricing is correct for Feb promotion" This task would then be assigned to the Accounts that it applied to, via say an Advanced Find.
I can do this with a workflow but that requires a workflow per task when I will have a number of these tasks, each with a separate list of target Accounts. I thought maybe use a dialog but those are limited to single account usage. Set up a Marketing Campaign for a single task looked like too much overhead to be the right way.
So in the ideal world I would select a group of Accounts that meet a specific set of requirements, then create a task (Activity), which would be cloned across the selected Accounts.
Any ideas here? Or have I missed some basic functionality in the system.
Thanks
Dave
Related
Is there any possibility to create sub-users under a user account using one license, but taking into account they need to have full access to the main functionalities of the CRM.
No. Even by sharing a user between multiple people you would likely be breaching your licence terms.
Without understanding why you would want to do this, if the reason is cost, I would suggest investigating Power Apps and Team Member licences. They are a cheap way to access Dynamics data, although can be restrictive.
I have a logic question regarding the capabilities of automatically resolving Microsoft Dynamics 365 CRM (or similar platforms) cases. I utilize an Access database to create emails to send to customers with specific data, while copying my team email to keep track of communications in Microsoft CRM. This action creates a new case in my CRM, which I then need to "Work On" case, add my specific operational catalogs and affected contacts, then finish case as Resolved just to ensure tracking in the CRM system.
My team is currently testing out the capabilities of XML coding in the email which allows the CRM to automatically capture the case specifics described above, however they still need to go in and resolve each case at the end of the day.
After some research, I see that a workflow may be able to do this job of automatically Resolving cases. Is this a possible function for a workflow or plugin to do? Alternatively I have been told by my IT department that we need to have a robot built to complete this task, but I would like to keep this as efficient (and cost savvy) as possible. Any input or suggestions are greatly valued and appreciated.
Thank you!
There are two ways you can solve your problem.
If you want to close all the "CASES" by the day end you can schedule
a "System Workflow" that will execute daily at a specific time and
"Close/Resolve" all the open CASES in your system. Please find below
link on how to setup a "Schedule Workflow" in Dynamics CRM Create
Recursive or Scheduled Workflows in CRM
You can resolve specific cases on Dynamics CRM using C#. Please find below link on how to resolve case using C#.How to close cases in crm 2011 programmatically
Yes. Workflows can be used to close Case records in CRM
If you have the resources (staff) available to write CRM code, you can do it via Code (C#) as well
I'm trying to set up our software development company on Dynamics CRM 2016. I've customized almost everything I need such as accounts, leads and processes. However, It still feels that the CRM is designed for company with tangible products and shipping, etc...
Is there a way to setup Dynamics CRM for professional service company rather than product company?
This is not correct.
You can perform many actions that a professional service provider business model contains. For example, you can create and/or schedule:
Phone calls
Tasks
Appointments
Emails
You can also use marketing module for your services. Campaigns and quick campaigns.
You can gather leads, work upon those unqualified leads and convert them to opportunities.
You can also record invoices for your services as your products.
And so on ...
And the best part is that Microsoft has provided so many customization and development options in Dynamics CRM that you can almost use the XRM platform to just manage any type of relationship management. So, you can customize or even add new entities and relationships to suite your particular business needs.
One thing to keep in mind: First, always try to map your business requirements on the existing CRM processes so that you can take advantage of the out-of-the-box provided processes and reporting.
Update
The deployment/set up procedure for Dynamics CRM is same for all business domain. However, you may customize and extend Dynamics CRM, put those extensions and customizations in one or more solutions and then import those solutions over the target instances.
Update
You may override product price on quote (for example) by double clicking the product grid record on the quote form. See below image:
I'm registering a new 2013 on-line and I notice that there are two license types:
1. Microsoft Dynamics CRM Online
2. Microsoft Dynamics CRM Online Professional
What's the difference between them (in short)? I've read the description and I get the impression like "this one is yellow and the other is a car", so I simply can't compare.
According to this article, there are three (not two) different models and only one allows customizing the system (so it's only that one that there's any point showing to the customers).
What's up with that?!
In short, the headlines are:
All three licences allow access to CRM from all available clients eg browser, outlook, tablet, phone. (This is a big difference from the 2011 ESS CAL).
All three licences allow read access to all data, including custom entities. (subject to Security Roles of course).
Essential allows read/write access to activities, activity feeds and custom entities.
Basic allows everything in Essential, plus read/write to Accounts, Contacts, Cases, Leads. Also access to reports, and to create personal charts and dashboards.
Pro allows everything. Most notably Sales and Marketing (Opportunity, Quote etc, Campaign, Marketing List), plus service management (facility/equipment and all that).
Pro is needed to build customisations, but not to use them, which is where I think some confusion has arisen.
If you are talking about user licences there appears to be three distinct types.
It was a bit confusing however my general belief is:
1) Professional
This would be the Administration users who need to customize the system, build processes, templates, administer CRM, and run marketing campaigns.
2) Basic
Would be suitable for general users (ie:- ones that just need to work with entities but don't need to do much else). They can't do marketing campaigns which might restrict people who are given this licence. However your day to day staff should be fine with this as they have general access to entities as well as Reports and Dashboards etc.
3) Essential
Has very little access to core entities (even Account and Contact) so unless you have a client who wants to work with only custom entities then this seems like a pointless licence.
I can't find much about this online so I was wondering if someone knew here.
Is SSRS 2005 if a user creates a subscription, will other users be able to view and edit those subsciptions? If not, is it possible to make subsciriptions visible to everyone?
Thanks
Quick answer is no.
Long answer is:
AFAIK, there is no site-wide subscription management functionality. The best you can do within Report Manager is site-wide schedule management, which allows admins to set up schedules at preferred times and let users choose those schedules when creating their subscriptions.
Our solution for controlling/centralising subscriptions was to set up a generic Windows user, log in to Report Manager and use that user to create all subscriptions. This means that all requests for subscriptions go through the IT department (+ or - depends on your situation. We didn't want users creating subscriptions themselves). All users who know the generic username/password can manage subscriptions in one place. Not ideal but it works for us.
Another option is that all the data for subscriptions is held on the Server, either in the Reporting Services database or in the Jobs themselves. If you are brave you can delve in and set up some sort of interface to access this.
This is definitely an area in which I find SSRS lacking.
Update:
You live and learn. I've just found that (provided you have sufficient privileges) if you open a report, then go to the subscriptions tab, you can view and edit any subscriptions that are set up on this report by any user. Still not ideal as you don't get an overview of the subscriptions across the system but better than the bleak picture I painted previously!