57 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".
 

 

Create a Record In Microsoft Dynamics CRM Using Early Bound

Create Method

To create a record use IOrganizationService.Create(entitymethod.

Parameters

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

Output

System.Guid

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

Using Early Bound

Create an instance of an entity type.

Contact contact = new Contact()
{
FirstName = "Charles",
LastName = "Brown",
Address1_Line1 = "123 Main St.",
Address1_City = "Des Moines",
Address1_StateOrProvince = "IA",
Address1_PostalCode = "21254",
new_twittername = "Chuck",
Telephone1 = "123-234-5678"
};

pass it to the create method.

Guid contactId= _service.Create(contact);

 

Following example demonstrates how to create record in Microsoft Dynamics CRM using Early Bound 

C#

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

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

Contact contact = new Contact()
{
FirstName = "Charles",
LastName = "Brown",
Address1_Line1 = "123 Main St.",
Address1_City = "Des Moines",
Address1_StateOrProvince = "IA",
Address1_PostalCode = "21254",
Telephone1 = "123-234-5678"
};

Guid contactId = _service.Create(contact);

Console.Write(Contact.EntityLogicalName);
Console.Write(contactId);
}
}
}

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);

}
}
}

 

Office 2010 / Microsoft Dynamics CRM Demo -- Rapid RFP Response Features (Part 1 of 2)

Office 14 / Microsoft Dynamics CRM Demo -- Rapid RFP Response Features In this demonstration, you will see how combining Microsoft Dynamics CRM with Microsoft Office 2010 and Microsoft SharePoint Server 2010 can help you to increase the velocity of your key business processes.

Images in Microsoft Dynamics CRM

MS CRM Notes


Images in Microsoft Dynamics CRM

Images in Dynamics CRM are snapshot of record in SQL server, before and after the core system operation.

Pre-Image

Pre-Image, returns the image of the record as is stored in the SQL database before the CRM Platform action has been performed.

Post-Image

Post-Image, returns the image of the record as is stored in the SQL database after the CRM Platform action has been performed.

Message Stage Pre-Image Post-Image
Create PRE No No
Create POST No Yes
Update PRE Yes No
Update POST Yes Yes
Delete PRE Yes No
Delete POST Yes No

Example Usage:

  • Comparison of record before and after the operation to build custom audit functionality.
  • In update operation get value of attributes in plugin which are not changed.
  • To improve performance by avoiding retrieve query to Dynamics CRM.

Msxrmtools.com

Microsoft Dynamics CRM Powers Sales Teams On The Go

Microsoft Dynamics CRM Online & Kinect Natural User Interaction Demo

With the exciting advances Microsoft is making in technology lately, it was only a matter of time before these technologies honed in on Microsoft Dynamics CRM. The wait is over - this video demonstrates how Microsoft Dynamics CRM Online can be used with the Kinect or Hololens.

Microsoft Dynamics Crm: Adding A New User

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

 

Configurability in Synchronizing Data with Outlook or Exchange in Microsoft Dynamics CRM 2015

Administration Date Time and Lookup DataType (2 of 5): Dynamics CRM 2011

This video provides an overview of data retention capabilities, additional data types and dynamic hyperlinks are available so that administrators can tailor dialogs and workflows to meet specific business requirements. At Training Material Completion you will be able to:

• Recognize the concept of a Multiple Series chart, with visual examples, to compare similar data points (e.g., budget to actual)

• Create charts with multiple series

• Create charts with multiple categories

• Create area charts and stacked charts