47 Saturday, May 28, 2016 |
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Publisher at Msxrmtools

Dynamics CRM 2011 Goals - Sales Goals

This will show you how to create a sales goal suitable for an individual sales rep, and then how to create a team goal. The team goal demo illustrates the important and initially confusing concept of a "Rollup Query".
 

 

Microsoft Dynamics CRM Online - Data Duplicate Detection

This video will guide you through the data duplicate detection settings available with Microsoft Dynamics CRM Online. We'll walk through creating duplicate detection rules and running duplicate detection jobs.
 

 

Microsoft Dynamics CRM Powers Sales Teams On The Go

Record Type: Opportunity

Opportunity 

  • Represents a qualified potential sale.
  • Must be attached to Account or Contact record.
  • Have status values of 
    • Open
    • Won
    • Lost

 

A qualified potential sale indicates that the potential customer has been contacted and information has been gathered about interest.

Update Record In Dynamics CRM - Late Bound

Following example demonstrates how to update record in dynamics crm using late bound.

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 System;

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

Entity contact = new Entity("contact");
contact["firstname"] = "Suresh";
contact["lastname"] = "Maurya";

Console.WriteLine("Creating Contact");

Guid contactId = _service.Create(contact);

Console.WriteLine("Contact with guid=" + contactId + " created");

Console.WriteLine("updating Record");

Entity contactToUpdate = new Entity("contact");
contactToUpdate["contactid"] = contactId;
contactToUpdate["firstname"] = "Suresh-updated";
contactToUpdate["lastname"] = "Maurya-Updated";

_service.Update(contactToUpdate);

Console.WriteLine("Contact updated");
}
}
}

Web services to involve in data access?

  1. REST endpoint

The REST endpoint provides a ‘RESTful’ web service using OData to provide a programming environment. It is the recommended web service to use for tasks that involve creating, retrieving, updating and deleting records.

  1. SOAP endpoint

The SOAP endpoint provides access to all the messages defined in the Organization service. However, only the types defined within the WSDL will be returned.

Delete a Record In Microsoft Dynamics CRM Using Early Bound

Delete Method

To delete a record pass entity logical name and record guid to IOrganizationService.Delete(entityname,Guidmethod.

Parameters

Name Type Comment
entityname String Entity logical name
guid Guid Guid of record to delete

Output

Void

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

Using Early Bound

 

Following example demonstarates how to delete a 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 to delete
Guid _accountId = new Guid("9ec0b0ec-d6c3-4b8d-bd75-435723b49f84");

_service.Delete(Account.EntityLogicalName, _accountId);

}
}
}

 

Microsoft Dynamics CRM Spring '14 Overview of Unified Service Desk

Global Search for Microsoft Dynamics CRM 2011

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

 

Comapny: IBM

Location: Bangalore, Gurgaon, Kolkata, Pune, Hyderabad | 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 YearsLocation : Bangalore / Chennai / Hyderabad / Pune / Mumbai / Gurgaon / Kolkata

Required Technical and Professional Expertise:
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.

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

 

CRM 2011 Charts Views and Grids

Dynamics CRM 2011 charts are a great new feature, and one of the best things about them is how they're integrated with data grids and views. "Inline visualization" might sound like a buzzword, but it really does give you more insight into your CRM data, and make things easier to do.