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On Demand Workflows and Security Roles: CRM4

Introducing Learning Path for Dynamics CRM

Looking for faster and better ways to onboard and train your teams? With Learning Path, a new Azure service, Microsoft Dynamics CRM delivers contextually-rich training, walkthroughs, videos, and articles right in the app at just the right time. Learning Path presents training tailored for different roles. For example, a salesperson only sees content created for salespeople. Watch this video to see how Learning Path helps people discover new features and become productive quickly.

Microsoft Dynamics CRM Mobility for Blackberry

Watch this 8 minute demonstration to learn how you could use Microsoft Dynamics CRM, Microsoft Outlook, IE and your mobile device to improve your field sales productivity.

Microsoft Dynamics CRM 2016 Certifications

Microsoft Dynamics CRM 2016 Certification Exams

[Job] - Accenture: Microsoft Dynamics CRM, India

Accenture

Company: Accenture

Location: Pune, 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

Introduction to MarketingPilot

Sales Literature: Create Sales Literature Attachments

To create a sales literature attachment, follow these steps:

  • On the Navigation Bar, click Sales and then click Sales Literature.
  • In the All Sales Literature view, open an existing Sales Literature record.
  • In the Sales Attachment section of the form, click the Add a Sales Attachment Record button (this appears as a plus symbol (+)).
  • Enter the following information as appropriate, and observe any noted restrictions or requirements as needed :
    • Title: This is a required field. 
    • Author: Type one or more author names into this field.
    • Keywords: List key, searchable words that can be used to help
      find this attachment.
    • Abstract: Type any overview of the document.
    • File Name: Browse to a document that you want to be tied to the Sales Literature record.
  •  In the Command Bar, click Save and Close.

Color Forms for Microsoft Dynamics 365

Color Form for Microsoft Dynamics 365

Color Form for Microsoft Dynamics 365 is a configurable solution.

With this you can define different color scheme for differetnt parts of entity form.

Below is the example of Color Form configuration which resulted in above form's color.

Color Form Configuration

 

Check more details here : http://msdynamicsconsulting.com/Products/ColorGrid

Microsoft Dynamics CRM Online 2015 Update 1 - SharePoint Integration New Features

Organization Service Context Class in Microsoft Dynamics CRM

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

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

Advantages of OrganizationServiceContext

  • It lets you track changes, manage identities and relationships.
  • Allows LINQ queries against Microsoft Dynamics CRM data.
  • Tracked changes can be commited in a single request with OrganizationServiceContext.Save method.

Generate OrganizationServiceContext class

To generate this class, provide a value for the /serviceContextName parameter when you generate early bound types.

For On-premises

CrmSvcUtil.exe /url:http://<serverName>/<organizationName>/XRMServices/2011/Organization.svc    /out:<outputFilename>.cs /username:<username> /password:<password> /domain:<domainName>    /namespace:<outputNamespace> /serviceContextName:<serviceContextName>

 

For Microsoft Dynamics CRM Online

CrmSvcUtil.exe /url:https://<organizationUrlName>.api.crm.dynamics.com/XRMServices/2011/Organization.svc    /out:<outputFilename>.cs /username:<username> /password:<password>     /namespace:<outputNamespace> /serviceContextName:<serviceContextName>

Using OrganizationServiceContext class

To instantiate the context class, you must pass the class constructor an object that implements the IOrganizationService interface.

With OrganizationService

//connection is the connection string name in config file
IOrganizationService _service = new OrganizationService("connection"); AdventureWorksCycleServiceContext context = new AdventureWorksCycleServiceContext(_service);

With OrganizationServiceProxy

//For early bound types to work correctly, they have to be enabled on the proxy.
_serviceProxy.EnableProxyTypes();
AdventureWorksCycleServiceContext context = new AdventureWorksCycleServiceContext(_serviceProxy);

After you create the organization service context object, you can begin to track create, modify, or delete entities. For example, the following code example shows how to instantiate a new contact, and then save it to a Microsoft Dynamics CRM server by using the service context object.

//  Create a new contact record;
AdventureWorksCycleServiceContext context = new AdventureWorksCycleServiceContext (_serviceProxy);
Contact contact = new Contact() 
 {
   FirstName = "Pamela",
   LastName = "Brown",
   Address1_Line1 = "123 Easy St.",
   Address1_City = "Atlanta",
   Address1_StateOrProvince = "GA",
   Address1_PostalCode = "32254",
   Telephone1 = "425-555-5678"   };
context.AddObject(contact);
context.SaveChanges();

 

 

Activity Feeds Overview

Quick overview of activity feeds and social network capabilities within Microsoft Dynamics CRM 2011

Color Grid for Dynamics 365

Color Form for Dynamics 365