53 Saturday, May 28, 2016 |
Msxrmtools Publisher
Publisher at Msxrmtools

Activity Feeds Introduction (1 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

What is meant by managed properties?

Control whether a solution component is customizable and which specific parts of it can be customized. For example: can be customized is true or false, display name can be modified, new form, new view and new chart.

Retrieve Records In Dynamics CRM Using QueryExpression

Following example demonstrates how to retrive records in dynamics crm using QueryExpression.

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 Microsoft.Xrm.Sdk.Query;
using System;

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

// Create query using QueryExpression.
QueryExpression queryExpression = new QueryExpression("account");
queryExpression.ColumnSet = new ColumnSet("name", "address1_city", "emailaddress1");

queryExpression.Criteria.AddCondition("address1_city", ConditionOperator.Equal, "Redmond");

// Query passed to service proxy.
EntityCollection retrieved = _service.RetrieveMultiple(queryExpression);

System.Console.WriteLine("Query Using QueryExpression");
System.Console.WriteLine("===============================");

// Iterate through returned collection.
foreach (var c in retrieved.Entities)
{
System.Console.WriteLine("Name: " + c.Attributes["name"]);

if (c.Attributes.Contains("address1_city"))
System.Console.WriteLine("Address: " + c.Attributes["address1_city"]);

if (c.Attributes.Contains("emailaddress1"))
System.Console.WriteLine("E-mail: " + c.Attributes["emailaddress1"]);
}
System.Console.WriteLine("===============================");
}
}
}

Automatic Workflows, Security and Scope: CRM4

Microsoft Dynamics CRM 2013 for Tablets

Microsoft Dynamics Social Engagement 2015 Update 1 - New Features

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

Opportunity : Win an Opportunity

To close an opportunity with a status of Won, follow these steps:

  • In the Navigation Bar, click Sales, and in the Sales area, click Opportunities.
  • Select and open an opportunity from the grid and double-click it to open its form.
  • On the Opportunity tab, in the Actions group, click Close as Won.
  • Accept the default values for the Actual Revenue and Close Date fields, and then click OK.
  • Close the Opportunity form by clicking the Close button (x) in the top-right corner

How to connect Microsoft Dynamics CRM to Microsoft Dynamics Marketing

Synchronize your Microsoft Dynamics Marketing and Microsoft Dynamics CRM data with the Dynamics Marketing Connector for CRM. This deep-dive video guides you through downloading and installing the connector into Dynamics CRM Online. Initial synchronization and creating custom mappings is also covered.

Learn more about Microsoft Dynamics Marketing here:

Microsoft Dynamics Marketing Playlist https://www.youtube.com/playlist?list=PLRvH_Jgj96NmWe9F6_Yi3hDp13LO_qRz5 Microsoft Dynamics Marketing Drives Results https://youtu.be/_xdDaEBZAiE

Overview of Microsoft Dynamics Marketing https://youtu.be/_yvYiOBmofw

Campaign Management in Microsoft Dynamics Marketing https://youtu.be/E-1pCHQJvPI

For even more information, visit http://www.microsoft.com/en-us/dynamics/crm-marketing.aspx and http://go.microsoft.com/fwlink/p/?LinkId=394324.

[Job] - Microsoft : Sr. Support Engineer-Microsoft Dynamics CRM

Company: Microsoft

Location: Las Colinax (TX), United States

As a Microsoft Dynamics CRM Support Engineer (SE), you are a technical leader and will be driving the discovery of potentially unique solutions for each customer situation as part of a team. We’ll provide you with abundant resources, including training, advanced diagnostic tools, the Microsoft Dynamics CRM product group, and the experience of tenured engineers around you. You will also have the opportunity to collaborate and help your colleagues by sharing the results of your investigation. In this professional role, your contribution and overall impact is self-directed and the opportunities are plentiful.

Troubleshooting at this level is not scripted. You will be responsible to resolve potentially unique solution for each of your customer’s situations. During the course of troubleshooting, you may uncover software defects and have opportunities to improve the customer experience as well as to influence the current and future design of Microsoft Dynamics CRM by working directly with the product team. Our continuous learning environment expects that you will develop ever increasing depth skills as a subject matter expert. You will become the world’s best in your area of expertise.

This position will require you to work a rotational On-Call schedule. You may have the opportunity for some occasional domestic and or international travel.

Responsibilities:
Be part of a team and develop your skills as you solve complex technical issues in Microsoft Dynamics CRM.
Manage relationships with your customers and provide technical documentation for the troubleshooting steps.
Report software bugs and be an advocate for product improvement using customer suggestions.
Develop specialized expertise by supporting Microsoft Dynamics CRM. Document your knowledge and share that knowledge with others.
Use tools for debugging and root cause analysis.
Provide in-depth technical support for customer service delivery via telephone, written correspondence, or electronic service regarding technically complex, escalated problems.
Engage and collaborate with other Microsoft groups, including escalation teams and the development team, in gaining resolution to critical, complex issues.
Provide exceptional customer service in politically charged environments.
Represent Microsoft professionally in customer and partner onsite visits, where travel may be required.
Create advanced online technical content including Knowledge Base articles, training documents, blogs, etc.
Participate in planned team-wide shift rotations to cover business needs, including 24x7 “On-Call” responsibilities and extended (evening shift).
Present technical content to various audiences including customers, partners, and internal stakeholders.

Qualifications
Strong customer service, accurate and logical problem solving, and communication skills, plus the ability to work in a team environment.
Experience in creating technical documentation and sharing knowledge with others through training delivery and mentoring.
Strong debugging skills desired but not required, e.g. ability to read and analyze network traces, fiddler, SQL trace, etc.
Good knowledge of Microsoft SQL.
Excellent Communication Skills - spoken and written English (including technical writing).
Passion for lifelong learning and personal and professional development.
Three or more year’s industry experience with Microsoft stack technologies.
Current Microsoft IT Certification preferred (Ex. MCSE, MCSA, MCSD, MCTS (Dynamics CRM)
Exposure and experience working with customers on Microsoft Cloud products such as Azure, Office 365, or Microsoft CRM is preferred but not required.
Programming skills are useful but not required, preferably in C
Degree in Management Information Systems, Computer Science, Computer Information Systems, Computer Engineering (preferred)

What is meant by publisher?

Publisher is used to define the prefix for entity, field, relationship and web resource and order of option set for a solution.