crm Archives - Microsoft Dynamics 365 Blog http://microsoftdynamics.in/tag/crm/ Microsoft Dynamics CRM . Microsoft Power Platform Sat, 27 May 2023 06:51:11 +0000 en-US hourly 1 https://wordpress.org/?v=6.5.5 https://i0.wp.com/microsoftdynamics.in/wp-content/uploads/2020/04/cropped-Microsoftdynamics365-blogs.png?fit=32%2C32 crm Archives - Microsoft Dynamics 365 Blog http://microsoftdynamics.in/tag/crm/ 32 32 176351444 Microsoft dynamics CRM tutorial for beginner – Sales Module Process Flow || 2023 latest Sales module http://microsoftdynamics.in/2023/05/27/microsoft-dynamics-crm-tutorial-for-beginner-sales-module-process-flow-2023-latest-sales-module/ Sat, 27 May 2023 06:51:11 +0000 http://microsoftdynamics.in/?p=4740 new leads, a place to track the follow-up communications (such as Phone Calls, Emails, and Appointments), and the ability to qualify a Lead into an Account, Contact, and Opportunity, Quotes, Sales Order, invoice. Full Sales module process digram

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Below are the Sales Process Flow Diagram

Microsoft Dynamics 365 is designed to support the sales process from acquiring a new lead through the close of a sale. CRM has a place to store the contact information for new leads, a place to track the follow-up communications (such as Phone Calls, Emails, and Appointments), and the ability to qualify a Lead into an Account, Contact, and Opportunity.

  • Terminologies:

     

  1. Account: Organization; Includes Customer, Vendor, Partner, Affiliate or Other.
  2. Contacts: Individual; Associated with maximum one account (through contact form).
  3. Leads: Prospect (Potential Customer/ Potential Sale).
  4. Opportunities: Potential Sale (Created when lead is almost ready to buy product or service).
  5. Quote: Document for customer/prospect; Contains information about Product, Quantity, Pricing, Payment terms and other important details.
  6. Order: Confirmation from customer/ prospect on buying a product.
  7. Invoices: Document containing billing information.
  8. Competitors: Information about competitors. So that you can keep track of them and win.
  9. Sales literature: Centralized repository for sales related documents. Contains Brochures, Product Guides, Competitors information, Pricing and Discounts, Sales documents, etc.
  10. Product Catalog: Collection of Products and their pricing information.
  11. Goals: Used to keep track of progress on achieving target revenue.
  12. Goal Metrics: Explains how the goal number or figure I measured.

     

  • Process Flow:

Step 1: Capture Lead – Create Lead.

Step 2: Account Creation – Information captured of a company or company details become Account after lead qualification process.

Step 3: Contact Setup – Information captured of an individual in a lead becomes Contact after lead qualification process.

Step 4: Opportunity management – Once Lead shows interest in product and ask for more information Qualify the lead. Now the Lead becomes an Opportunity.

Step 5: Product Catalog – Add all the information about products and their pricing.

Step 6: Quote Management – Create Sales Quote.

Step 7: Order Management – Once the customer accepts everything mentioned in Sales Quote and confirms, convert quote to order.

Step 8: Close Opportunity.

Step 9: Invoice Management – Create Sales Invoice and send it to the customer.

Step 10: Sales Business Process – Business can define a process flow so that sales user will follow the guided process without any confusion.

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Error : getFormContext is not a function in UCI , Ribbon Button http://microsoftdynamics.in/2020/08/22/error-getformcontext-is-not-a-function-in-uci-ribbon-button/ Sat, 22 Aug 2020 13:26:24 +0000 http://microsoftdynamics.in/?p=4089 The post Error : getFormContext is not a function in UCI , Ribbon Button appeared first on Microsoft Dynamics 365 Blog.

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When passing primaryControl in Ribbon WorkBench we use it as executionContext and then get FormContext out of it.

But when same thing is done on UCI we get the Error getFormContext is not a function

We got this error in UCI and not in Legacy WebClient,

  1. We were Passing CRM Parameter PrimaryControl to Button in Ribbon workbench

  2. In JS we were getting FormContext from primaryControl(Executioncontext) which was working fine in the Legacy app

    function readXML(primaryControl) {   
    var formContext  = null;
     if (primaryControl!== null) { 
                formContext = primaryControl.getFormContext(); 
             }
        }
    }
  3. But when same is called in UCI we get ” ” Script Error, Because here we need to treat primary control as formContext

So final change needed in Code is as below

function readXML(primaryControl) {   
var formContext  = null;
 if (primaryControl!== null) {
         if (typeof primaryControl.getAttribute === 'function') {
             formContext = primaryControl; //called from the ribbon.
         } else if (typeof primaryControl.getFormContext === 'function' 
                 && typeof(primaryControl.getFormContext()).getAttribute === 'function') {
            formContext = primaryControl.getFormContext(); // most likely called from the form via a handler
         }
    }
}

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Pass executionContext or formContext from Ribbon WorkBench button in UCI Unified client interface http://microsoftdynamics.in/2020/08/22/pass-execution-context-or-form-context-from-ribbon-workbench-in-uci-unified-client-interface/ Sat, 22 Aug 2020 10:32:24 +0000 http://microsoftdynamics.in/?p=4071 With Depreciation of xrm.page which was used to get attribute/property of an item of form. We all have switched to the latest FormContext which require executionContext need top be passed as a Parameter "Pass Execution Context as First Parameter" from event

Now how to pass ExecutionContext for the javascript action used for a Button on Ribbon Workbench

1 Open Ribbon WorkBench
2 Select Solution contains entity and components
3 Add button, Add command
4 Now add Javascript Action and select Javascript and Function
5 Now Click on Add Parameter

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With Depreciation of xrm.page which was used to get attribute/property of an item of form. We all have switched to the latest FormContext which require executionContext need top be passed as a Parameter "Pass Execution Context as First Parameter" from event

Now how to pass ExecutionContext for the javascript action used for a Button on Ribbon Workbench

From Event Handler Property we can simply enable checkbox  “Pass execution context as first parameter ” and use that for Form Context as Below

And we can get FormContext from 1st parameter Execution Parameter.

function readXML(executionContext) {   
 if (executionContext !== null) {

             formContext =  executionContext.getFormContext();
   }
alert("executionContext  is null ");
}

How to Pass ExecutionContext or FormContext for a JS action on the button in Ribbon Workbench

  1. Open Ribbon WorkBench
  2. Select Solution contains entity and components
  3. Add button, Add command
  4. Now add Javascript Action and select Javascript and Function
  5. Now Click on Add Parameter
  6. Add CRM Parameter

  7. and select Primary  Control

1 thing to remember, like for Form Button , always use PrimaryControl as Form Control

function readXML(executionContext) {   
 if (executionContext !== null) {

             formContext =  executionContext;  //PrimaryControl
   }
alert("executionContext  is null ");
}

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