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Forums » .NET » Microsoft Dynamics »
Study materials and links to learn mscrm(dynamics)
Posted Date: 20 Jun 2009 Posted By: VMRK Member Level: Silver Points: 1
Responses:
4
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Can someone help me with the Study materials and links to learn MSCRM(Dynamics)
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Responses
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| Author: Viji RAJKUMAR 20 Jun 2009 | Member Level: Diamond | Rating:  Points: 2 |
Hi,
http://congloi.info/Working-with-Microsoft-Dynamics-TM--CRM-3-0.html
http://www.selfexamengine.com/microsoft-MB2-498.htm
http://www.firebrandtraining.co.uk/courses/microsoft/dynamics/crm.asp
Regards,
Viji Rajkumar
Regards
VIJI RAJKUMAR
Pls rate my Answer if it was supportive
http://vijirajkumar.blogspot.com
| | Author: Deepika Haridas 20 Jun 2009 | Member Level: Diamond | Rating: Points: 2 |
Hi,
Check this link
blogs.msdn.com/mscrmfreak/
Thanks & Regards,
Deepika
Editor
If U want to shine like a SUN..First U have to burn like the SUN!!
Need a Guide? Join my mentor program..
| | Author: amitshah 02 Sep 2009 | Member Level: Gold | Rating: Points: 2 |
Hello,
FOLLOWING ARE ANSWERS TO FREQUENTLY ASKED QUESTIONS
ABOUT THE MICROSOFT DYNAMICSTM NAV CONCEPT FOR MULTI-SITE AND INTERNATIONAL ORGANIZATIONS
What is the Microsoft Dynamics NAV concept for Multi-site and International Organizations?
The concept refers to how a parent or holding company that uses one business software system, can integrate with
the systems used by its individual sites – for example its subsidiaries or divisions or branches. Together, the parent
company and its sites form a whole that can progress forward as one unit.
In the world of business management software, the IT system of the parent company must work together with the
systems of its sites in order for the organization to reach its destination, or business goals.
How can the concept help larger companies with many sites?
An organization’s sites tend to have very different needs than the parent company, and therefore need a different
system. First, they usually do not need the same level of complexity in their system as the parent company, and may
not even have the resources necessary to acquire and maintain a system that was designed for a larger company.
Second, if they are located in different countries, they will need a business system that reflects their local legal
requirements as well as the business practices dictated by their location. Finally, they may have specialized functions
that they perform because of the nature of their industry, their way of doing business, or the way that they do
business together with their parent company.
How does Microsoft Dynamics NAV meet the varied needs of sites?
Microsoft Dynamics NAV was designed for small-to-mid-sized businesses. It is straightforward to adapt the standard
functionality to meet the specific requirements of sites. It has multi-language capabilities. And, there are more than
40 localized country versions around the world. An extensive network of qualified partners helps local sites with their
IT needs.
How can local sites adapt Microsoft Dynamics NAV to meet specific business needs?
Minor adaptations like changing forms are easy to carry out in Microsoft Dynamics NAV. You can remove columns,
and add and modify fields without having to manipulate code. Industry templates make it easier and faster for
Microsoft partners to adapt the solution for divisions with similar functions, and you can find vertical-industry
solutions for more specific business needs from the extensive network of Microsoft partners.
When would I use industry templates, and when would it be a good idea to look for a vertical solution from a
Microsoft partner?
If you have a number of sites, for example divisional sales offices with similar functions, you might want to apply one
industry-specific template to all your sites. If, however, you need a solution for, say, the shoe manufacturing industry,
then you might want to implement an industry-specific solution based on the Microsoft Dynamics NAV platform.
The extensive catalog of industry-specific solutions and the industry templates can help reduce service costs and
make it faster and more efficient to implement the solutions at your sites.
How do I make sure that the modifications that I make to the IT systems of sites aren’t lost when I upgrade to a
newer version?
There is an upgrade methodology and an upgrade tool, which help give you a smooth transition to new versions of
your solution, without losing any specific modifications made for your business. The methodology and tool provide
a framework to help you make sure you can continue to work with the solution with which you are already familiar,
while still benefiting from new releases.
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How can I consolidate the financial data of parent company and sites more efficiently?
In Microsoft Dynamics NAV, you can consolidate financial statements for a series of business units from a single
database, other Microsoft Dynamics NAV databases, or other programs. You can transfer from different accounting
structures to your own. You can also ensure that financial statements in different currencies are consolidated trouble-
free using the exchanged rate functionality.
Microsoft Dynamics NAV can also help you consolidate with Extensible Business Reporting Language (XBRL), an
XML-based specification. XBRL uses accepted financial reporting standards and practices to export financial reports
across all software and technologies, including the Internet. With XBRL, you enter information only once, and the
same information can then easily be produced as a printed financial statement, an HTML document for a website, a
raw XML file, or in a specialized reporting format.
Will Microsoft Dynamics NAV help me meet increasingly demanding international standards, such as Sarbanes-Oxley
and IAS 2005 (International Accounting Standard)?
A key to compliance with Sarbanes-Oxley is the presence of an extensive audit trail. The idea is to provide the ability
to trace source documents through the accounting systems to the final financial statements, and back to the
original source documents. Microsoft Dynamics NAV offers an extensive audit trail, including extensive drill-down
and drill around capabilities.
Will I be able to get monthly reports, and answers to ad-hoc questions about my sites’ businesses when they are
running a different system from my parent company?
With the business analytics available in Microsoft Dynamics NAV, employees at your sites can create OLAP cubes
based on the data in their system. Business Analytics is integrated into your existing Microsoft Dynamics NAV system,
giving you the full benefit of access to your stored data. A Data Transformation Services (DTS) package pulls data
from Microsoft Dynamics NAV into SQL tables. From here, other DTS packages transform and structure these tables
into multidimensional cubes processed in Microsoft
® SQL Server
® Analysis Services.
Will employees at sites also be able to get analytical insight into their own business operations?
Employees at your sites will not need extensive IT support, but rather, can quickly generate reports based on the
relevant parameters. Because of the Analysis Services cubes, controllers at the parent company can then access the
reports in Microsoft SharePoint, Microsoft Excel, or another program that they use in their daily work. The result is
better visibility into your entire organization with faster and more efficient reporting tools.
How can sharing master data, such as vendor and price lists, help my business?
When data is maintained separately in different systems using different formats, it makes it inconsistent. If, however,
the parent company shares master data across the entire organization, it brings with it a number of benefits. Time
spent sending and re-entering data manually is reduced. Shared vendor data increases opportunities for quantity
discounts. And up-to-date and consistent customer data at every point of contact helps increase customer
satisfaction.
How can Microsoft Dynamics NAV help parent companies and their sites share master data?
Microsoft tools for electronic exchange of data allow the entire organization to share master data. One such tool is
XMLports, which are used to create XML documents. These documents can easily be sent to and read by another
application. For example, an XMLport can be created containing your product catalog and price list. This data can
then be exchanged between a parent company using one system and sites using Microsoft Dynamics NAV. Rather
than imposing burdensome requirements on subsidiaries, which may have limited IT resources, both parties can rely
on a straightforward and efficient means of exchanging data.
If the data you need to exchange with your sites is greater or more complex, then you can use an electronic data-
exchange solution based on Microsoft BizTalk Server (Microsoft Business Solutions–Navision Commerce Gateway) in
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combination with the XMLports. Predefined document exchange functionality together with the XMLports allows
the application to handle XML documents faster.
Are there any scenarios where my company might want to, not only share, but also exchange data between the
parent company and its sites?
Yes, there are a number of reasons why an organization might decide to share the responsibility for certain services
with their sites. The organization's customers might deal with multiple sites but wish to receive one invoice from the
parent company. Or, the organization may wish to divide tasks based on local competencies, such as production or
distribution capabilities at the site level. An organization might also want to centralize the payroll or procurement
process at the parent company for greater efficiency or to receive bulk discounts.
What tools does Microsoft Dynamics NAV have for exchanging data between the parent company and its sites?
Depending on your organization's needs, electronic exchange of data based on Microsoft BizTalk Server or
functionality for intercompany postings might be the right solution for you. You could use Microsoft Dynamics
NAV's BizTalk Server solution (Commerce Gateway) to map between the parent company’s and its sites' different
systems taking into account any difference in currencies. Whether a purchase order was made via the parent
company or locally at one of the sites, the experience would be the same for the user.
If, however, the parent company and sites work on a closed network (such as a virtual private network), are
controlled by the same legal entity, and do not need to map the data that originates in the sites' systems, then you
could use the Intercompany Postings functionality in Microsoft Dynamics NAV. Intercompany Postings can help
you create all the necessary documents (including sales and purchase documents and general ledger entries) for the
entire workflow, for more than one company at a time.
The integration between the parent company and the sites for sharing services can help you achieve a more efficient
workflow that reduces costs. What's more, sites may be more willing to adopt shared processes because you do not
impose the corporate system on them. They will have the same user experience they are accustomed to in their
Microsoft Dynamics NAV system.
Can the sites interact among themselves as well as with the parent company?
Yes, Microsoft Dynamics NAV can be set up to treat interdivisional transactions as normal sales and purchase
transactions between sites to support an integrated supply chain. Just as with the interactions between the parent
company and its sites, the sites can interact among themselves using a BizTalk Server solution to exchange data
electronically, or Intercompany Postings, depending on their needs.
If two sites need to carry out transactions among themselves, you simply set up a customer account for each of the
relevant partners. Microsoft Dynamics NAV then treats them as they would any external customer and vendor. The
transactions occur within Microsoft Dynamics NAV, and time is saved throughout your organization because you
eliminate multiple data entry as well as the sending, receiving, and printing of paper documents at the various sites.
Can Microsoft Dynamics NAV help parent companies respond more proactively to critical business events at sites?
Yes, it is possible to set up alerts in Microsoft Business Notification that will automatically generate e-mail messages to
inform you of critical business conditions at your subsidiaries, divisions, or supply chain partners. For example, you
could get an email warning you that a site that you rely on to deliver raw goods has had an unexpected delay. You
can use the out-of-the-box templates included with Microsoft Business Notification, and you can set up your own
alerts based on the way you like to run your business.
How can I learn more about the concept for Multi-site and International Organizations with Microsoft Dynamics
NAV?
To talk to someone about how Microsoft Dynamics NAV can help your organization, contact your local Microsoft
country office: www.microsoft.com/BusinessSolutions/worldwide.aspx.
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For detailed technical information, you can find an installation guide and a technical white paper at
www.microsoft.com/dynamics/nav/mio. On the Microsoft Dynamics NAV product page,
www.microsoft.com/dynamics/nav, you can read case stories, and find the following fact sheets, which help make
the Multi-site and International Organizations concept possible:
• Business Analytics
• Business Notifications
• Commerce Gateway
• Industry Specific Solutions Tools
• Intercompany Postings
• Microsoft Dynamics NAV Developer Toolkit (which includes the upgrade tool)
• XBRL
• XML Document Exchange (XMLports)
• Financial Management Business White Paper
| | Author: amitshah 02 Sep 2009 | Member Level: Gold | Rating: Points: 2 |
11 things to know about customization
Published: April 20, 2007
You have to customize, or supervise customization of, Microsoft Dynamics CRM 3.0 and you do not have time to attend training or read a long book. You have opened Microsoft Dynamics CRM and are familiar with the basic features for Sales, Service, and Marketing. You want to make sure that you have a good, high-level understanding of the customization capabilities and are using the correct customization feature for the business requirements. You also want to be aware of common issues other users have experienced. With that goal in mind, these are the core things to know about how to customize Microsoft Dynamics CRM.
This series of articles describes some basic customization features and concepts. These articles highlight key information about the capabilities and limitations of these feature areas.
*
* *
Related Links
• 1. Metadata-driven customizations
• Course 8525: Microsoft® CRM 3.0 Customization
• Book: Working with Microsoft Dynamics™ CRM 3.0
• Customizing Microsoft Dynamics 3.0
* *
•
1. Metadata-driven customizations
Considerations for customizing Microsoft Dynamics CRM.
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2. Security and customization
Describes the privileges you must have to access Customization features and how security applies to the customizations that you create.
•
3. Form and view customizations
The most common types of customizations. What you can do and the process to apply changes.
•
4. Personal customizations
Let users personalize Microsoft Dynamics CRM to meet their work styles.
•
5. Entity customizations
Explains what an entity is and how you can customize and relate entities.
•
6. Transportable customizations
How to move your customizations between Microsoft Dynamics CRM servers.
•
7. Report customizations
Entity customizations usually need to be reflected in customized reports. What reporting options are available to you and the skills you need to customize them.
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8. Workflow customizations
Create automated processes without programming.
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9. Client extension features
Include other Web applications within Microsoft Dynamics CRM or customize navigation.
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10. Form scripting customizations
Apply business process customizations on the client.
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11. Supported customizations
Protect your investment by using supported customizations.
Summary
All these areas represent core customization features integrated into Microsoft Dynamics CRM 3.0. They demonstrate how you can use the data-driven design of Microsoft Dynamics CRM to successfully perform some of the most common customization tasks without writing code.
Any customizations that you create for Microsoft Dynamics CRM 3.0 will include one or more of these areas. It is likely that you will use several of them in combination to create a solution to meet the business requirements. Having a good general understanding of the capabilities and limitations of each of these areas will help you make better choices in the customization strategies you use.
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