Understanding the Need for Field Locking Why Lock a Field? First off, let’s dive into why you would want to lock a field in Dynamics CRM. In many cases, you might find certain fields are crucial for business processes and changing them could lead to data inconsistency or errors. For instance, if a customer’s status […]
Understanding GUIDs and Contact IDs What is a GUID? Alright, before we dive into the nitty-gritty of using GUIDs in JavaScript for MS Dynamics CRM 365, let’s talk about what a GUID actually is. Simply put, a GUID (Globally Unique Identifier) is a unique identifier used in software applications to identify information in a database.
Understanding Service Level Agreements (SLA) What is SLA? In my experience, Service Level Agreements are like the backbone of customer support. They outline the expected level of service a customer should receive, ensuring that everyone is on the same page. Think of it as a handshake agreement that sets standards for response and resolution times.
Understanding Business Rules What Are Business Rules? Business rules are the backbone of any CRM system, helping to ensure that all processes adhere to organizational guidelines. They essentially dictate how your CRM should function and what actions to take under various circumstances. In Microsoft Dynamics CRM, business rules allow you to automate behaviors and enforce
Understanding the Importance of Record IDs Why IDs Matter in Dynamics CRM Let me tell you something about Microsoft Dynamics CRM 365 – it’s all about managing your data efficiently. And when it comes to data, having a unique identifier, or record ID, is like having a personal trainer who keeps track of your workouts
Understanding MS Dynamics CRM Basics Familiarize Yourself with the Platform When I first started with MS Dynamics CRM, I realized quickly that getting a grip on the fundamentals was crucial. Diving into the platform’s capabilities, like lead and opportunity management, can set a solid foundation for your interview. You’ll want to be able to discuss