24 julio 2013

Dynamics CRM 2013


Os dejo un interesante blog sobre Dynamics CRM 2013 ( coming soon! ) que detalla bastante bien todo lo comentado sobre CRM en la  Microsoft's 2013 Worldwide Partner Conference (WPC) de hace unos días en Houston.

http://community.dynamics.com/crm/b/c5insightblog/archive/2013/07/10/orion-microsoft-dynamics-crm-2013-success-accelerated.aspx

Estamos ansiosos por ver esta nueva versión en marcha , sobre todo en los clientes mobile para W8 y IPad

Dynamics CRM RollUp 14

Ya está disponible el RollUp 14 de Dynamics CRM. Se puede descargar aquí :
http://support.microsoft.com/kb/2849744/es
 

 
Seguimos esperando la versión Orion o más recientemente llamada "Dynamics CRM 2013 " que saldrá durante este semestre 2013.
 
Resumen de características de CRM 2013 :
 
  1. Experiencia de usuario rediseñada: Más limpia , más rápida y más intuitiva, sin pop ups.
  2. Procesos rediseñados orientados al usuario
  3. CRM " on the go " :  Aplicaciones para Window 8  y iPad
  4. Social media :  Colaborar con las potentes capacidades de Yammer integrados dentro de Microsoft Dynamics CRM.

23 julio 2013

Guia de documentación, recursos y comunidades de Dynamics CRM

Microsoft dispone de mucha información de Dynamics CRM en múltiples sitios web. A veces encontrar información de algún tema específico puede ser frustrante y una pérdida de tiempo.

El equipo de Dynamics CRM ha publicado una guía de referencia diseñada para ayudarte a navegar entre las páginas web y en su ayuda para comprender cuando usar cada uno de los recursos disponibles.

He encontrado la guía muy útil. Incluye links a diversas webs, blogs y a Dynamics CRM en las redes sociales.


Podrás encontrar la guía en pdf aquí o en su web aquí

Relación de todas las entidades con su StateCode y StatusCode

Entidad
statecode
statuscode
Account (account)
0 Active
1 Active
1 Inactive
2 Inactive
Activity (activitypointer)
0 Open
1 Open
1 Completed
2 Completed
2 Canceled
3 Canceled
3 Scheduled
4 Scheduled
Appointment (appointment)
0 Open
1 Free
2 Tentative
1 Completed
3 Completed
2 Canceled
4 Canceled
3 Scheduled
5 Busy
6 Out of Office
Article (kbarticle)
1 Draft
1 Draft
2 Unapproved
2 Unapproved
3 Published
3 Published
Campaign (campaign)
0 Active
0 Proposed
1 Ready To Launch
2 Launched
3 Completed
4 Canceled
5 Suspended
Campaign Activity (campaignactivity)
0 Open
0 In Progress
1 Proposed
4 Pending
5 System Aborted
6 Completed
1 Closed
2 Closed
2 Canceled
3 Canceled
Campaign Response (campaignresponse)
0 Open
1 Open
1 Closed
2 Closed
2 Canceled
3 Canceled
Case (incident)
0 Active
1 In Progress
2 On Hold
3 Waiting for Details
4 Researching
1 Resolved
5 Problem Solved
2 Canceled
6 Canceled
Case Resolution (incidentresolution, notcustomizable)
0 Open
1 Open
1 Completed
2 Closed
2 Canceled
3 Canceled
Contact (contact)
0 Active
1 Active
1 Inactive
2 Inactive
Contract (contract)
0 Draft
1 Draft
1 Invoiced
2 Invoiced
2 Active
3 Active
3 On Hold
4 On Hold
4 Canceled
5 Canceled
5 Expired
6 Expired
Contract Line (contractdetail)
0 Existing
1 New
1 Renewed
2 Renewed
2 Canceled
3 Canceled
3 Expired
4 Expired
Currency (transactioncurrency)
0 Active
0 Active
1 Inactive
1 Inactive
Discount (discounttype)
0 Active
100001 Active
1 Inactive
100002 Inactive
E-mail (email)
0 Open
0 Draft
8 Failed
1 Completed
2 Completed
3 Sent
4 Received
6 Pending Send
7 Sending
2 Canceled
5 Canceled
Fax (fax)
0 Open
0 Open
1 Completed
2 Completed
3 Sent
4 Received
2 Canceled
5 Canceled
Invoice (invoice)
0 Active
1 New
2 Partially Shipped
4 Billed
5 Booked (applies to services)
6 Installed (applies to services)
1 Closed (deprecated)
3 Canceled (deprecated)
7 Paid in Full (deprecated
2 Paid
100001 Complete
100002 Partial
3 Canceled
100003 Canceled
Lead (lead)
0 Open
1 New
2 Contacted
1 Qualified
3 Qualified
2 Disqualified
4 Lost
5 Cannot Contact
6 No Longer Interested
7 Canceled
Letter (letter)
0 Open
1 Open
2 Draft
1 Completed
3 Received
4 Sent
2 Canceled
5 Canceled
Marketing List (list)
0 Active
0 Active
1 Inactive
1 Inactive
Opportunity (opportunity)
0 Open
1 In Progress
2 On Hold
1 Won
3 Won
2 Lost
4 Canceled
5 Out-Sold
Order (salesorder)
0 Active
1 New
2 Pending
1 Submitted
3 In Progress
2 Canceled
4 No Money
3 Fulfilled
100001 Complete
100002 Partial
4 Invoiced
10003 Invoiced
Phone Call (phonecall)
0 Open
1 Open
1 Completed
2 Made
4 Received
2 Canceled
3 Canceled
Price List (pricelevel)
0 Active
100001 Active
1 Inactive
10002 Inactive
Product (product)
0 Active
1 Active
1 Inactive
2 Inactive
Quote (quote)
0 Draft
1 In Progress
1 Active
2 In Progress
3 Open
2 Won
4 Won
5 Out-Sold
3 Closed
5 Lost
6 Canceled
7 Revised
Service Activity (serviceappointment)
0 Open
1 Requested
2 Tentative
1 Closed
8 Completed
2 Canceled
9 Canceled
10 No Show
3 Scheduled
3 Pending
4 Reserved
6 In Progress
7 Arrived
Task (task)
0 Open
2 Not Started
3 In Progress
4 Waiting on someone else
7 Deferred
1 Completed
5 Completed
2 Canceled
6 Canceled