Tuesday, July 28, 2015

Scribe Insight training

Today have attend the Scribe introduction training. We have subscribed for SCRIBE Workbench training schedule.
Scribe Insight is a data integrator between ERP and CRM
Scribe components
Workbench = development
Console=administration
Integration service=mapping b/w the entities in CRM n ERP
http://www.scribesoft.com/images/pdf/ScribeInsightTechnicalOverview.pdf
http://www.scribesoft.com/Scribe-Insight-Training

Sunday, July 26, 2015

Tuesday, July 21, 2015

CRM 2015 todays learning

CRM 2015
Customer relationship management.
Customer is the CenterPoint/focus point in this product.
This is sales forecasting tool.
Customer is an account.
Manage accounts, contacts, leads and opportunities etc
Learned the following areas
1.       Business units
2.       Security roles
3.       Add users

      Addd Office 365 license
Configure security role
Set manager

4.       Customizations without code
·         Change page layout
·         Change data labels
·         Change field types
·         Add new fields

Monday, July 20, 2015

Introduction to Microsoft Dynamics CRM 2015

have entered on CRM surface.
In our company we are using CRM 2015 online along with SharePoint 2013 online. have been handling both.
Finished the introduction course @ https://channel9.msdn.com/Series/Introduction-to-Microsoft-Dynamics-CRM-2013

Thursday, July 16, 2015

Sunday, June 28, 2015

Create List View by filtering Month in SharePoint

Create a calculated filed with
=YEAR(Created)&"-"&CHOOSE(MONTH(Created),"01. January","02. February","03. March","04. April","05. May","06. June","07. July","08. August","09. September","10. October","11. November","12. December")

http://guru-web.blogspot.ae/2006/02/some-of-my-favourite-date-wss-list.html