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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."

Connect To Microsoft Dynamics CRM Using Organization Service Context

OrganizationServiceContext is alternative to OrganizationServiceProxy to connect to Microsoft Dynamics CRM programmatically.

To create OrganizationServiceContext object pass IOrganizationService object to constructor.

IOrganizationService service = new OrganizationService("connection");
OrganizationServiceContext context = new OrganizationServiceContext(service);

Entity entity = new Entity("account");
entity.Attributes["name"] = "This is my sample account";

context.AddObject(entity);
context.SaveChanges();

context.AccountSet.ToList().ForEach(a => Console.WriteLine(a.Name));

OrganizationServiceContext class can be generated by the code generation tool (CrmSvcUtil.exe). 

Learn more about OrganizationServiceContext.

Microsoft CRM 2011 -- Creating Charts

Goal Management : Goal

Goals contain more specific information than goal metrics, including the following information:

  • The goal metric on which the goal is based.
  • The goal owner—the user or team to which the goal is assigned.
  • The fiscal period for which the goal is created.
  • The target value of the goal for the fiscal period.

Microsoft Dynamics Crm: Adding A New User

Web API in Microsoft Dynamics CRM

Web API is introduced with Microsoft Dynamics CRM 2016 and will provide parity with the Organization service.

Key points about Web API:

  • Web API provides parity with Organization service with some limitations.
  •  It implements  OData (Open Data Protocol) version 4.0 which is an open standard for building and consuming RESTful APIs over rich data sources like DOC, HTML and PDF.
  • Because Web API is built on open standards therefore it's no necessary to use Microsoft Dynamics CRM provided libraries, third-party libraries can be used to generate classes. 
  • You can compose own Http requests as well. 
  • Wep API supports wide variety of programming languages (including .Net, C++, Java, JavaScript, Python), platforms and devices as compared to Organization service.
  • Web API will gradually replace Organization service and Organization Data service to become single web service for Microsoft Dynamics CRM.
  • Wep API Request and Response have JSON format, so its very easy to work with Wep API from JavaScript.
  • Authentication is provided by the application itself when used within web resources, form scripts and ribbon commands. 
  • Maximum 5000 records can be return for each request.

Web API Authentication 

Web API authentication with JavaScript

Authentication to Web API in JavaScript is provided by the application itself when used within

  • HTML web resources
  • Form Scripts
  • Ribbon Commands

you don't need to write code for that.

In each of these cases user is already authenticated and authentication is managed by the application.

 

Chart Visualization Overview (2 of 5): Dynamics CRM 2011

This Snack shows how to use chart designer to quickly and efficiently create graphs and charts to monitor business metrics in Microsoft Dynamics CRM 2011 At Training Material Completion After you complete this snack you will be able to:
 
• Add and delete entities
• Refresh the metadata
• Manage profiles
• Import and export profiles
 

 

Automatically translate knowledge articles

Knowledge Management in Microsoft Dynamics CRM 2016 lets you create knowledge articles in one language and  translate them into other languages. Having your knowledge articles available in the different languages of your user base greatly increases the impact of the knowledge you maintain. In turn, this has a positive impact in driving employee and customer self-service scenarios.

Currently when you translate a knowledge article, CRM copies all the related information like Title, Keywords, Description, and Content into the translated version of the article. For example, when you translate an English article into Spanish, CRM copies the English article content into the Spanish article. At that point, you can manually translate the Spanish version.

Manual translation is expensive

While translating your knowledge base to help your users sounds like a great idea, the cost of translation prevents most companies from making it a reality. Translating content can be a significant investment for small or medium business owners.

Introducing automatic translation

Automatic Translation is a sample solution you can download and configure to enable Knowledge Managers in your organization to author and translate articles using machine translation. The sample solution can be downloaded from the Git repository. In the sample solution, we leverage the power of the Microsoft Translator API. Your Knowledge Managers can instantly make their knowledge available to all your customers in a matter of few clicks. This also drastically reduces your company’s translation cost.

How do I configure the Automatic Translation sample solution?

Download the Automatic Translation sample solution from the Git repository and import the managed solution into your CRM organization. The solution adds a sitemap entry for the AutomaticKMTranslationSetting entity under Service. This helps you manage Automatic Translation-related settings. As part of the initial configuration, you need to enter your Microsoft Translate API ClienID and Client Secret. The plugins use this to translate content with Microsoft Translate API using your subscription.

Please see Signing Up for Microsoft Translator to sign up for the Microsoft Translator API. At this time, you can take advantage of a free 2 million characters per month subscription available to all users.

Currently, the Automatic Translation sample solution persists the Microsoft Translator API key in plain text. You can use the permission model of CRM to restrict access to the , or you can use SQL data encryption options.

To automatically translate knowledge articles when you create a knowledge article translation, make sure that IsAutoTranslationEnabledis set to Yes.

01 - Translate Knowledge Articles

 

02 - Translate Knowledge Articles

 

How it works

The sample solution registers the AutoTranslationPlugin for the Create message of the KnowledgeArticle entity. It is a registered pre-operation in the event pipeline in a synchronous execution mode. When you create a knowledge article translation, the plugin is triggered. From the schema model of the KnowledgeArticle entity, the plugin identifies if it is a translation that is being created and from which language it is being translated from. All these details are passed to the Microsoft Translator API. The Microsoft Translator API respects the HTML fragments in your content and only translates the non-HTML content. Currently, the plugin handles the auto translation of the Title, Content, Description, and Keywords fields of the translation that is being created. You can modify the plugin to handle translation of other custom fields that you might be interested in.

On-demand translation

The solution also supports the translation of content on demand. For example, if you have created a Spanish translation for an English article, you can enter English text in the Spanish article to translate it with .

03 - Translate Knowledge Articles

CRM 2011 Export, Clean and Import - Microsoft Dynamics CRM 2011

This video provides an overview of how to export data from Dynamics CRM 2011 to Excel, clean and change the data in Excel and then import the changes back into CRM.

Microsoft Dynamics Marketing 2015 Update 1 New Features and Enhancements Training

Goal Management

Goal management allows organizations to track individual, team, and organizational progress toward specific goals.

Goal Management feature is provided using two record types:

  • Goal Metric 
  • Goal

 

Color Grid for Dynamics 365

Color Form for Dynamics 365