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Data visualization Dynamics CRM 2011

Siddhartha Rai is the Program Manager for Business Intelligence within Microsoft Dynamics CRM 2011. He helped design and build one of the most exciting new features areas in Microsoft Dynamics CRM 2011: Inline Data Visualization. This introduces a new generation of dashboards that can be built by line managers on the fly and used to drill through their data."

What's New in CRM 2011 Workflows: Dialogs

Microsoft Dynamics CRM Online - Mail Merge

This video will guide you through creating mail merge documents from Microsoft Dynamics CRM Online. First we create a mail merge template. Then we walk through how to create a Quick Campaign Email using mail merge. Finally, we show how to create mailing lables using mail merge.

Microsoft Dynamics CRM 2013 Customization New Features - Customizable Tool Tips

Creating a User Adoption Dashboard - Microsoft Dynamics CRM 2011

This video goes through the process of creating a User Adoption Dashboard in Dynamics CRM 2011. The video explains the approach to building a dashboard in CRM 2011 and how the related charts and views make the dashboard present the data that you want.

Microsoft Dynamics CRM: Entering a Case

Lead Management: Lead To Opportunity Process Ribbon contd.

  • Close
    • Complete Final Proposal
    • Present Final Proposal
    • Confirm Decision Date
    • Send Thank You
    • Final De-brief

What are methods in IOrganizationService

  • Use the IOrganizationService.Create method to create an instance (record) of any entity that supports the Create message, including custom entities.
  • Use the IOrganizationService.Retrieve method to retrieve an instance (record) of an entity.
  • Use the IOrganizationService.RetrieveMultiple method to retrieve a collection records. The query can be specified using a query expression or Fetch XML query. If the query includes an aggregate function.
  • Use the IOrganizationService.Update method to update an existing record.
  • Use the IOrganizationService.Delete method to delete an existing record.
  • Use the IOrganizationService.Associate method to create a link between two records that participate in a relationship.
  • Use the IOrganizationService.Disassociate method to delete the link between two records.
  • Use the IOrganizationService.Execute method to execute a message. This includes common processing like create and delete of data records and metadata, or it can be specialized processing such as import or detect duplicates.

Retrieve Records In Dynamics CRM Using FetchXML

Following example demonstrates how to retrieve records in dynamics crm using FetchXML.

Connection string

<connectionStrings>
<add name="connection" connectionString="Url=https://org.crm.dynamics.com; Username=user@org.onmicrosoft.com; Password=password;"/>
</connectionStrings>

C# 

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

namespace CrmSampleCodes
{
class Program
{
static void Main(string[] args)
{
IOrganizationService _service = new OrganizationService("connection");

// Create query using FetchXML.
string fetch = @"
<fetch mapping='logical'>
<entity name='account'>
<attribute name='accountid'/>
<attribute name='name'/>
</entity>
</fetch>";

EntityCollection retrieved = _service.RetrieveMultiple(new FetchExpression(fetch));
System.Console.WriteLine("Query Using FetchExpression");
System.Console.WriteLine("===============================");

// Iterate through returned collection.
foreach (var c in retrieved.Entities)
{
System.Console.WriteLine("Name: " + c.Attributes["name"]);
}
System.Console.WriteLine("===============================");
}
}
}

Record Type: Customer

Within Microsoft Dynamics CRM there are two types of customers:

  • Accounts: Represents Organization or Company
    • Examples: Customers, Vendors, Partners, Reseller.  
  • Contacts: Represents individual Person.

 

Order Management : Fields on the Order Form contd.

  • Shipping Information
    • Shipping Method: Shipping method for deliveries sent to this address.
    • Payment Terms: Payment terms to indicate when the customer needs to pay the total amount.
    • Freight Terms: Freight terms to make sure shipping charges are processed correctly.
  • Addresses
    • Bill to Address: Complete Bill To address.
    • Ship To: Whether the products included in the order should be shipped to the specified address or held until the customer calls with further pick-up or delivery instructions.
    • Ship To Address: Complete Ship To address.
  • Sales Information
    • Opportunity: Related opportunity linking the data for the order and opportunity for reporting and analytics.
    • Quote: Related quote linking order data and quote data for reporting and analytics.
    • Potential Customer: Customer account or contact providing a quick link to additional customer details, such as account information, activities, and opportunities.

Color Grid for Dynamics 365

Color Form for Dynamics 365