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1. #MICROSOFT DYNAMICS CRM TUTORIAL FOR BEGINNERS UPDATE#
2. #MICROSOFT DYNAMICS CRM TUTORIAL FOR BEGINNERS SOFTWARE#
3. #MICROSOFT DYNAMICS CRM TUTORIAL FOR BEGINNERS SERIES#
4. #MICROSOFT DYNAMICS CRM TUTORIAL FOR BEGINNERS WINDOWS#

Titan) introduced in December 2007 (RTM build number. Microsoft Dynamics CRM 4.0 Dynamics CRM 4.0 (a.k.a. Significant additions released later by Microsoft also allowed Dynamics CRM 3.0 to be accessed by various mobile devices and integration with Siebel Systems.This was the first version that saw reasonable take up by customers.

#MICROSOFT DYNAMICS CRM TUTORIAL FOR BEGINNERS WINDOWS#

Notable updates over version 1.2 are the ease of creating customizations to CRM, the switch from using Crystal Reports to Microsoft SQL Reporting Services, and the ability to run on Windows Vista and Outlook 2007. Microsoft Dynamics CRM 3.0 The second version was rebranded as Microsoft Dynamics 3.0 (version 2.0 was skipped entirely) to signify its inclusion within the Dynamics product family and was released on December 5, 2005. Microsoft CRM 1.2 was not widely adopted by industry. Versions Microsoft CRM 1.2 Microsoft CRM 1.2 was released on December 8, 2003.

#MICROSOFT DYNAMICS CRM TUTORIAL FOR BEGINNERS UPDATE#

The name and licensing changed with the update from Dynamics 2016. Besides Internet Explorer, Chrome and Firefox browsers are fully supported since Microsoft Dynamics CRM 2011 Update Rollup 12. Clients access Dynamics CRM either by using a browser or by a thick client plug-in to Microsoft Outlook. It is part of the Microsoft Dynamics family of business applications.ĭynamics CRM is a server-client application, which, like Microsoft SharePoint, is primarily an IIS-based web application, which also supports extensive web services interfaces. The product focuses mainly on sales, marketing, and service (help desk) sectors, but Microsoft has been marketing Dynamics CRM as a CRM platform and has been encouraging partners to use its once proprietary, now Open Source (.

#MICROSOFT DYNAMICS CRM TUTORIAL FOR BEGINNERS SOFTWARE#

Please leave your valuable suggestions or ideas or comments below.Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft.

I will also talk about concepts of Web Resources and plugins in CRM. This is important for a developer as this is where you do all the customization for your requirements. I will discuss about the settings module in the next posts. I feel this is enough just to get you started with what CRM is. Click on each link and see what all modules and entities are present. Click on the image to view it clearly.Ĭheckpoint-1: The first thing you need to do now is to create an online instance. For example, on clicking of Sales Module, you will see the below entities. On click of each module, you will see the various entities present in it. The upper blue bar which you see on the top are the various modules in CRM. This would take you to your actual CRM online instance page. When you create an online instance and login, you will login into office 365 homepage. Entity: Each of the above modules has many sub-units like for example, the “Sales” module has sub units like “Dashboard”, “Accounts”, “Leads”.Module: CRM, on a high level, has 3 modules – Sales, marketing and Service.We can customize our instance of CRM as per our requirements. You have to take the responsibility of maintaining the servers. On-premise instance means that the product has to be hosted completely in your own servers. This would give you access to the online instance. You only use the application over internet. There are two types of CRM instances which can be created by users.ĬRM Online means that the CRM application as such is hosted and maintained entirely by Microsoft in the cloud. The above image clearly shows a very basic use case in which CRM can be used. A very simplistic use case for CRM would be, say you call a customer care center. With all the features available, it becomes very easy to manage businesses using MS Dynamics CRM. MS Dynamics CRM is an IIS based web application and thus provides a general web interface for customers to access various functionalities.

It focuses mainly on Sales, Marketing and Service sectors. This is a product developed by Microsoft to automate organizational tasks or complex workflows. NET background and willing to learn CRM from basics.ĬRM stands for Customer Relationship Management.

#MICROSOFT DYNAMICS CRM TUTORIAL FOR BEGINNERS SERIES#

This series will introduce you to CRM basics and is targetted towards people who have. This post is the first among multiple posts that I will share.