How Dynamics CRM Report Scheduler Works for You (Even When You’re Not Working)

Motivate your workforce, identify successful programs, do better planning, and grow your business using Microsoft Dynamics CRM Goals Management functionality.  Goal Management will allow you to set Sales, Marketing, Service or any business goals (goals is supported even for Custom entities) for your organization. These goals are measurable, time-bound and ownership based.  Sample goals: Revenue generated (individual, team, organization-wide) Number of customers added No. of products sold Total number of phone-calls made Number of Leads generated and qualified Opportunity conversion from leads Revenue generation from campaigns Total customer service cases resolved Number of new projects added this quarter (that’s my custom goal) Goals are time-based and hence need to be re-created every time they expire. For example, if you have 10 people in your sales team and you define sales goals quarterly then imagine the amount of time you need to spend re-creating...

Even though  Microsoft Dynamics 365 CRM  is packed with functionalities and features, there are a few gaps, which if overcome, could increase your CRM productivity and double the fun of working with it. One of such limitations is, repetition of work due to missing record-copying or cloning functionality! A  record clone  or record copy allows you to replicate any record  (Lead, Account, Contact, Opportunity, Product, Quote, Order, and Invoice)  in Microsoft Dynamics CRM 2011. You can just select the record you want to copy and hit ‘clone’ to clone or copy such  entity along with its related entities and avoid reworking on a similar Quotation (along with its product lines), Order or Invoice record.           Following is how you can Clone or Copy a custom record along with its related entities:   Copying of Custom and their related entities:  In order to copy Custom and their related entit...