173 Saturday, May 21, 2016 |
Suresh Maurya
Dynamics CRM Consultant at IBM

Update Record In Microsoft Dynamics CRM Using Early Bound

Update Method

To update record use IOrganizationService.Update(entitymethod.

Parameters

Name Type Comment
entity Microsoft.Xrm.Sdk.Entity Entity object to update

Output

Void

This method is implemented by OrganizationService class and OrganizationServiceContext generated in previous chapter.

Using Early Bound

To update object assign updated values to the fields of object.

//retrieve account to update
Account account = (Account)_service.Retrieve(Account.EntityLogicalName, _accountId, new ColumnSet(true));

//update the values
account.Name = "Update Name";
account.Revenue = new Money(500000);

You can get the object to update multiple ways for ex: using retrieve operation.

Object to update must have Guid in the Id field, when we retrieve object it is already present.

Now pass prepared object to the Update method.

 //pass object to update method
_service.Update(account);

 

Following example demonstarates how to update record in Microsoft Dynamics CRM using early bound

C#

using Microsoft.Xrm.Client.Services;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using System;

namespace Msxrmtools
{
class Program
{
static void Main(string[] args)
{
//"connection" = connection string name from config file"
IOrganizationService _service = new OrganizationService("connection");

//assumed guid of existing account record
Guid _accountId = new Guid("9ec0b0ec-d6c3-4b8d-bd75-435723b49f84");

//retrieve account to update
Account account = (Account)_service.Retrieve(Account.EntityLogicalName, _accountId, new ColumnSet(true));

//update the values
account.Name = "Update Name";
account.Revenue = new Money(500000);

//pass object to update method
_service.Update(account);
}
}
}

 

Microsoft Dynamics CRM 2015 Cortana Demonstration

Manage service cases in Dynamics CRM

Take a tour of the Service area in Dynamics CRM. We'll step through a few of the most common activities like creating a case, finding similar cases to draw solutions from, and adding notes so everything said and done is tracked. All the details are stored in CRM where everyone can find them.

[Job] - Microsoft Dynamics CRM Consultant, United Kingdom

IBM Hiring for Microsoft Dynamics CRM Consultant

Location: Any City, United Kingdom

Category: Consultant

Required Skills:

  • Business process analysis, requirements capture, design and product configuration skills that have been proven within enterprise level clients.
  • A self starter with the ability to work within an operating framework.
  • Willing to work across our European practice and client sites
  • Ability to identify and analyze business and functional requirements.
  • Ability to design solutions based on the Dynamics CRM platform.
  • Demonstrate the ability to configure CRM.


Other skills required:

  • Good presentation skills.
  • Excellent communication skills both written and verbal.


Desirable skills:

  • Ability to prepare and deliver solution training (Admin, end user)


Experience of the following configuration processes:

  • Workflow Entities & relationships
  • Form design Business process flows
  • Javascript within forms
  • General system administration
  • Security roles Deployment processes

Please note, the base locations for this role are: Southbank (London), Manchester, Warwick or Hursley.

 

Apply

Membership Management for CRM 2011

Planet Technologies presents Membership Management for CRM 2011. This video shows how to install and then load sample data for the Membership Management solution.

Microsoft Dynamics CRM 2011: Creating a Planning Activity

Lead Management: Creating Lead

To create a new Lead and view its properties follow these steps:

  • On the Navigation Bar, click Sales and then click Leads
  • In the Ribbon click New, to open new record.
  • In the Lead form enter following information:
    • Topic
    • First Name
    • Last Name
    • Job Title
    • Company Name
    • Email
    • Mobile Phone
    • Description
  • Click Save
  • Now Lead is created

[Job] - Accenture: Microsoft Dynamics CRM, India

Accenture

 

Company: Accenture

Location: Hyderabad, India

- Job description

Role:- Developer
Years of experience:- 3 to 4 years
 
Must to have:-
• Experience with Microsoft CRM 2011 Modules and features related
• Experience with Microsoft CRM 2011 customizations and Configuration [Sitemap, Writing jScripts, Developing/Registering plug-ins, workflows and dialogs, SDK, importing data and CRM Deployment Manager
• Experience with developing and implementing web/windows applications with Microsoft Visual Studio .Net
• Experience with developing XML Web Services and Server components
• Experience in writing oData and Linq
• Identify build or development changes, code and peer reviews and unit testing
• Experienced working on development project Good to have:"

- Basic qualifications

Full Time Graduation

[Job] - IBM: Package Solution Consultant: MS Dynamics AX | India

Package Solution Consultant: MS Dynamics AX

Roles & Responsibilities -

•Using Dynamics AX develop and to customize the product and create reports as per the users business requirements

•Configuration and Installation required for AX and SQL mapping with AX.

•Implement Data Migration and Integration for using AX tools

•Provide technical expertise for Dynamics AX and MS development technologies and environment

•Work with AX Technical / functional team and Clients IT team to achieve the common goal of a successful implementation.

•Integration of Axapta with other products and localization for North America and European Countries.•Basic Estimation, Design, Development, Testing, Maintenance, Optimization Required:

Dynamics AX Technical Consultant - 3 years

• Must have around 3+ years of exposure in AX

• Must have sufficient exposure to RTC which is present in NAV'2009

*Total work experience - 4-8 Years

Location : Bangalore / Chennai / Hyderabad / Pune / Mumbai / Gurgaon / Kolkata

Required Technical and Professional Expertise:
Package Solution Consultant: MS Dynamics AXRoles & Responsibilities -

•Using Dynamics AX develop and to customize the product and create reports as per the users business requirements

•Configuration and Installation required for AX and SQL mapping with AX.

Preferred Technical and Professional Experience:

•Implement Data Migration and Integration for using AX tools

•Provide technical expertise for Dynamics AX and MS development technologies and environment

•Work with AX Technical / functional team and Clients IT team to achieve the common goal of a successful implementation.

•Integration of Axapta with other products and localization for North America and European Countries.

•Basic Estimation, Design, Development, Testing, Maintenance, Optimization Required

Preferred Education:
Bachelor's Degree

Importing Data into CRM 2011

This video shows an example of importing Accounts and Contacts into CRM 2011. You can easily import records into almost any entity in CRM. You can create templates and use them over and over. But it's really pretty easy to just create them from scratch when you need them. I usually import direct from csv files.
 

 

Microsoft Dynamics CRM 2013 Customization New Features - Customizable Tool Tips