Role based security is different from object based security. An access right is a right granted to a user of an object. A privilege is a right granted to user on a class of objects. Access right applies only after privileges have taken effect. Policies and roles makes it easy to grant privileges. Role based security uses authentication and authorization mechanism of the application server.
Find performs a search on an attribute for which it is defined. Advanced Find performs search on the conditions and the attributes that user may choose one or more.
CRM discovery service is used for ORG related activities while CRM metadata service is used for CRM record activities.
A plugin is different from a workflow. A plugin is a logic that can be executed repeatedly for different events or entities, even when offline, with or without impersonation and usually runs quickly. A workflow is governed by an end-user, can have sub-processes triggered and can take a long time.
MSCRM_Config and MSCRM_orgname databases have been out of the box on MSCRM install.
The main challenge with CRM is to keep the focus and center on the customer record while scaling or using better top level tools and custom dashboards.
What is the typical cost of using CRM ? It varies between $20 to $350 per month per user.
What should CRM do ? CRM should help monitor, deliver and measure my effectiveness.
What do you see as new and emerging in CRM ? Mobile applications supporting CRM is a new and emerging field.
Do you have a few key best practices someone considering CRM can use ?
Some suggestions are: First consider your future needs Second take the opportunity to clean up your data now and Third communicate throughout the process to get early buy-in.
What advantage might CRM have for specific veriticals ? If you are a services company with long sales cycle, project terms, and frequent interactions and touch points, CRM will be exponentially more valuable to you
Reference: Q & A slideshare.net/warsha.agarwal
Find performs a search on an attribute for which it is defined. Advanced Find performs search on the conditions and the attributes that user may choose one or more.
CRM discovery service is used for ORG related activities while CRM metadata service is used for CRM record activities.
A plugin is different from a workflow. A plugin is a logic that can be executed repeatedly for different events or entities, even when offline, with or without impersonation and usually runs quickly. A workflow is governed by an end-user, can have sub-processes triggered and can take a long time.
MSCRM_Config and MSCRM_orgname databases have been out of the box on MSCRM install.
The main challenge with CRM is to keep the focus and center on the customer record while scaling or using better top level tools and custom dashboards.
What is the typical cost of using CRM ? It varies between $20 to $350 per month per user.
What should CRM do ? CRM should help monitor, deliver and measure my effectiveness.
What do you see as new and emerging in CRM ? Mobile applications supporting CRM is a new and emerging field.
Do you have a few key best practices someone considering CRM can use ?
Some suggestions are: First consider your future needs Second take the opportunity to clean up your data now and Third communicate throughout the process to get early buy-in.
What advantage might CRM have for specific veriticals ? If you are a services company with long sales cycle, project terms, and frequent interactions and touch points, CRM will be exponentially more valuable to you
Reference: Q & A slideshare.net/warsha.agarwal
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