CRM 2011 Team Permissions In Practise

I’ve often heard that Users inherit the permission roles of the Teams they are a member of and this is true. As the MSDN states:

A user’s set of privileges is a union of privileges from the user’s roles and privileges from all teams’ roles in which the user is a member.

However I feel this is misleading, this statement and the use of the word inherit – to me anyway – make it sound like the User has all the permissions of the Team. In practise what they actually have is the ability to impersonate the Teams they are a member of, which is subtly different. As a User they can’t do what the Team can do, but they can say they are the Team.

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Importing Annotation (Note) Attachment

The logic conclusion of Exporting Annotation (Note) Attachment. Here is how to programtically create an annotation with an attachment.

void AttachDocument(ICrmService service, Guid entityId, String entityType, String path, String mimeType)
{
String fileName = Path.GetFileName(path); //load the attachment file from disk

annotation a = new annotation(); //we have to create an annotation

a.objectid = new Lookup(entityType, entityId); //and attach to a record, e.g. contact
a.objecttypecode = new EntityNameReference(entityType);

a.subject = fileName;

a.filename = fileName; //the annotation has fields which contain the attachment information
a.mimetype = mimeType;
a.documentbody = Convert.ToBase64String(File.ReadAllBytes(path)); //crm like us to store attachments as base64 strings

service.Create(a);
}

Scheduling CRM 2011 Service Activities In 7 Bullet Points

  1. Resources in CRM are users, facilities and equipment. These are required to perform a service.
    1. They each have a calendar of working hours which indicates when they are available
    2. They can each be given a site where they are used
  2. Resource groups can be used to group resources together to aid scheduling
  3. The business closure calendar indicates times when all resources are unavailable
  4. A service has selection rules which require certain resources.
  5. A service activity is scheduled using a service. Once a service is selected CRM generates available times based on the selection rules and working hours of the resources. Once scheduled a service activity will appear in the workplace calendar.

Video: http://www.youtube.com/watch?v=syTtn-IdCC4 (2.35)

The CRM 2011 Marketing Module in 8 Bullet Points

Similar to my previous post here is the marketing module described in 8 bullet points.

  1. The marketing module is used to create leads for the sales module
  2. It is possible to market to contacts, accounts and leads
  3. Marketing List; populated dynamically (via an Advanced Find) or statically with records from CRM. Marketing lists can be used to create large numbers of correspondence activities such as phone calls.
  4. Campaign
    1. Planning activities – steps to manage the actual running of the campaign
    2. Campaign activities – steps to communicate with customers, it has marketing lists which are the customers to be contacted.
    3. Campaign responses – customer responses from a campaign activity
  5. Quick Campaign, uses a marketing list to create a light-weight campaign

A very sales orientated video from MS: http://www.youtube.com/watch?v=qMEJiajYkKg (8.40)

A better but longer video: http://www.youtube.com/watch?v=tK5DFaqKj_Q&feature=related (24.33)

The CRM 2011 Sales Module in 10 Bullet Points

So here’s the sales module described in 10 bullet points.

  1. CRM models a sales pipeline as follows:
    1. Leads are created (which can be converted from other records such as an email) this models an opportunity to sell.
    2. Leads are qualified into an opportunity (which can also create contacts and accounts). The opportunity is populated with products and price lists.
    3. Quotes are added to a lead, where adjustments can be made. Once ready a quote is activated
    4. Orders are created from an activated quote once it has been accepted by the customer.
    5. Invoices are created from orders that have been fulfilled.
  2. Configuration records for the sales pipeline are; product, price list, unit, unit group, discount, discount list and pricing option.
  3. With competitor tracking, it is possible to find competitors and analyse their sales strategies, their products, and what contracts they win.
  4. The sales pipeline can be used to assign quotas to system users and track targets.
  5. A sales literature item is the basic unit of the marketing encyclopaedia. For example, a business unit might decide to have an article about a specific product.

Want to know more about sales in 13 minutes and 35 seconds? http://www.youtube.com/watch?v=aEXm14DJSRg

Need Icons?

Finding good quality, consistently themed, free icon sets that can be used in commercial applications isn’t always easy.

Fortunately there are two available that which have pretty much all you will ever need.

Both are available under the Creative Commons Attribution 3.0 License, which means you can use them for pretty much anything you like as long as you add a reference to the author in the readme.