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It is used for Sales, Service and Marketing. Dashboards in Microsoft Dynamics CRM provide an overview of business data; actionable information that is viewable across the organization.

You can create two types of dashboard:

System Dashboard: A system dashboard is used provide the all users in the organization, and you can be set as the default dashboard for the Organization and you can be changed the default dashboard for the Organization.

User Dashboards: it is used according to user. An individual user owns a user dashboard. You can be assigned to other users or teams. A user dashboard can be set as the default dashboard for individual users.

Recently CRM Up gradation from 2011 to 2013, in CRM 2011 Address fields (Address Street1, Address Street2, Address Street3, ZIP/Postal Code, City, State and Country/Region) some fields is via Lookups (City, State and Country/Region), it is mentioned on the form but, in CRM 2013 default Address composite field combined all the 7-fields;(Address Street1, Address Street2, Address Street3, ZIP/Postal Code, City, State and Country/Region) mentioned on the form but I cannot replace default fields (City, State and Country/Region) with their new Lookups if we use to Business Rule then I can hide default fields (City, State and Country/Region) and also can mention the rest 3 new Lookups under same section.

You’ve most likely observed that the new innovative user interface has managed some changes and enhancements to dashboards. Now, the fundamental segments like Service, Sales and Marketing are having their own dashboards, which are personalized for the necessities of the role. We can take example for salesperson like when he logins the first thing they see is the dash boards having charts highlighting details like detail of their work opportunity and the current status of their sales.

This function is used to simple calculations in two fields built in business rule. It is an interesting functionality to be noted in Microsoft Dynamics CRM 2013 and this will be a great  feature for a lot of users in our client base that are not too technical. It is used to developer’s help in order to implement very simple business.

This feature is used to import data records for any entity.You can use this tool to import data records from one or more comma-separated values (.csv), XML Spreadsheet 2003 (.xml), or text files to import but here I would like to focus mainly include Contacts and Accounts in leads import in Lead Entity. Let's see how data import works in CRM 2013. Let's see how data import works in CRM 2013. 

Generally, Customer Relationship Management refers to an automated system that is used to improve relationships with customers. It is a systematic approach for handling customer relationship. It is an essential part of any business strategy to achieve high level organization goals, enhance customer satisfaction, and attract new potential customers. Almost all large and medium scale organizations are using requirement specific CRM software systems for better and automated interaction with their potential customers. It is a fundamental ingredient of any successful medium or large scale business.

This feature is use to copy same address to another address on Contact , Account and Lead form but here I would like to focus mainly on contact form same address copy to another address for example (Physical Address copy to Mailing Address) click on (Same Physical Address Copy to Mailing Address) checkbox field. So it is an interesting functionality to be noted in Microsoft Dynamics CRM 2013. It is used for developer to develop in order to implement business rule.

This feature is used to import data records for any entity (Account, Contact or Lead). You can use this tool to import data records from one or more comma-separated values (.csv), XML Spreadsheet 2003 (.xml), or text files for import but here I would like to focus mainly on contacts import in contact Entity. Let's see how data import works in CRM 2013.