63 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.

Sales Literature: Create Sales Literature

The Sales Literature area provides a way to add, remove, and manage documents associated with products and services.

To create sales literature in Microsoft Dynamics CRM, follow these steps:

  • On the Navigation Bar, click Sales and then click Sales Literature.
  • 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:
    • Title: This is a required field.
    • Subject: Type the subject or click the Lookup button and select the subject. If no subjects are listed, select Default Subject. This is a required field.
    • Type: Select from the drop-down list.
    • Employee contact
    • Expiration Date
    • Description: Type any detailed information that must be highlighted in the sales literature.
  • In the Command Bar click SAVE.

Dynamics CRM2011 Goals Introduction

Dynamics CRM 2011 has an important new feature area -- "Goals" -- that lets you define targets and track progress against them. I think it's one of the most important new features, but there's a bit of a learning curve. Here's an introduction to Goals and Goal Metrics, using common examples from sales and marketing scenarios.

Upgrading Microsoft Dynamics CRM 2011 to Microsoft Dynamics CRM 2013

Customization Toolkit Overview - Microsoft Dynamics CRM 2011

This video is an overview of how to customize Dynamics CRM 2011. The video goes through a design scenario that demonstrates how to configure the forms, fields, views, charts and dashboards.

Discovery Web Service in Microsoft Dynamics CRM

Discovery Web Service

The Discovery web service is used to determine the organizations that a user is member of, and provides the Organization service endpoint URL for each of those organizations which is further used to connect to specific organization.

It is required because Microsoft Dynamics CRM is a multi-tenant application i.e. a single deployment can host multiple instances of CRM.

Key points about Discovery service

  • It implements IDiscoveryService interface.
  • It is built on Window Communication Foundation (WCF).
  • It can provide information such as 
    • Organization friendly name
    • URL endpoints
    • Unique id of organization
    • version
    • Unique name
    • Current state (disabled or enabled)

Discovery service usage:

  • To determine the organizations a user is member of in a muti-tenant environment.
  • To determine the endpoint urls of those organizations.
  • In a data center server details of organizations can change because of maintenance or load balancing, therefore hard-coding organization url is removed.

Discovery service endpoint URLs:

The following table lists the Web service URLs for the worldwide Microsoft Dynamics CRM Online data centers.

Location Discovery Web service URL Identity Provider
North America https://dev.crm.dynamics.com/XRMServices/2011/Discovery.svc Microsoft account
  https://disco.crm.dynamics.com/XRMServices/2011/Discovery.svc Microsoft Office 365
North America 2 https://disco.crm9.dynamics.com/XRMServices/2011/Discovery.svc Microsoft Office 365
Europe, Middle East and Africa (EMEA) https://dev.crm4.dynamics.com/XRMServices/2011/Discovery.svc Microsoft account
  https://disco.crm4.dynamics.com/XRMServices/2011/Discovery.svc Microsoft Office 365
Asia Pacific Area (APAC) https://dev.crm5.dynamics.com/XRMServices/2011/Discovery.svc Microsoft account
  https://disco.crm5.dynamics.com/XRMServices/2011/Discovery.svc Microsoft account
Oceania https://disco.crm6.dynamics.com/XRMServices/2011/Discovery.svc Microsoft Office 365
Japan (JPN) https://disco.crm7.dynamics.com/XRMServices/2011/Discovery.svc Microsoft Office 365
South America https://disco.crm2.dynamics.com/XRMServices/2011/Discovery.svc Microsoft Office 365
India (IND) https://disco.crm8.dynamics.com/XRMServices/2011/Discovery.svc Microsoft Office 365

For an Internet-facing deployment (IFD) installation, the Web service URL has the following form:

https://dev.< hostname[:port]>/XRMServices/2011/Discovery.svc

For an on-premises installation, the web service URL has the following form:

http[s]://< hostname[:port]>/XRMServices/2011/Discovery.svc

Chart Visualization Multiple Category Charts (4 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

Record Type: Currency

Currency

  • One default currency is defined for organization.
  • Multiple currencies manages conversion rates.
  • For Multiple currencies all transaction recorded in base currency

Product Catalog : Substitute Product

Substitute is a similar product to offer if the existing product becomes inactive.

Substitutes can be specified for a product by adding products on the Substitutes form in the Products form.

Microsoft Dynamics CRM Online 2015 Update 1 - CRM SDK New Features

IGH Solutions saves by switching to Microsoft Dynamics CRM

Hear how IGH Solutions switched over from Salesforce.com to Microsoft Dynamics CRM allowing them to save significant amounts of money and enjoy a cohesive environment in which their multiple business units can work.