75 Saturday, May 28, 2016 |
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Microsoft Dynamics CRM 2011: Implementing Claims and IFD: Part 3

This session will cover how to configure the Dynamics CRM server for Claims-Based Authentication.

Record Type: Order

Order

  • Represenst a Confirm Order
  • Converts to Invoice

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 a Parent from a Child Record with a Dynamics CRM 2011 Workflow

Rather than make your users open multiple forms to update information, you can use Dynamics CRM 2011 workflows to update information on parent records from a child form. Here's how to do it.

What is the difference plugin and workflow?

  1. Plugin is not intend to fire or execute logic while timeout or subscription with recursive.
  2. Plugin supports all most every message other than creation, status change, and assignment, attribute change and deletion.
  3. Plug-inis not bound by the features and logic patterns that the workflow editor supports.
  4. Elevations on privilege which the process is execute on behalf of another user but in workflow users they can create their own.
  5. We can’t stop plugin process execution like work flow stops using stop workflow step.
  6. We can’t execute plugin process either manually or on demand.
  7. Only developers can implement the plugin.
  8. Plugin support both offline, online and on-premise which means sandbox.
  9. Immediate effect on result.
  10. Needs a synchronous action to happen before or after an event occur.
  11. Can be triggering either child pipeline or parent pipeline.

Microsoft Dynamics CRM 2011: Implementing Claims and IFD: Part 5

This session will cover the setup of claims with an un-trusted domain.

Competitors : Create a Competitor

To create a Competitor record, follow these steps:

  • On the Navigation Bar, click Sales and click Competitors.
  • In the Command Bar, click New.
  • In the General section of the form, enter the following information as appropriate and observe any noted restrictions or requirements as needed:
    • Name: 
    • Website
    • Currency 
    • Ticker Symbol
    • Reported Revenue

Dynamics CRM 2011: Sales Force Automation

Activity Feeds Configure (3 of 5): Dynamics CRM 2011

This snack explains how activity feeds allows users to stay up to date on the CRM records that are most important to them. After you complete this snack you will be able to:

• Install activity feeds

• Configure entities for activity feeds

• Disable activity feeds rules

• Auto post activity feeds

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.

 

SSRS Reports in CRM 2011 Online

Dynamics CRM 2011 Online now supports custom SSRS reports. There's a bit of setup required, though, including the installation of BIDS (part of SQL 2008) and a (free) add-on for CRM known as the Report Authoring Extension. In this video I go through the setup and show some basic SSRS authoring techniques.

Color Grid for Dynamics 365

Color Form for Dynamics 365