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Difference between GAC, Database and Disk deployments in Microsoft Dynamics CRM

MS CRM Notes


Difference between GAC, Database and Disk deployments

GAC Deployment

  • Plugin assebly registered in GAC
  • Plugins do not backed up with database
  • Plugins cannot be added to the solution
  • Plugins needs IISRESET to refresh
  • Does not support Dynamics CRM online
  • You can refer external DLL assemblies used in Plugin only if they are registered in GAC
DB Deployment

  • Plugin uploaded into the database
  • Plugins backed up with database
  • Plugins can be added to the solution
  • Plugins do not need IISRESET to refresh
  • Supports Dynamics CRM online deployment
  • You can refer external DLL assemblies used in Plugin only if they are registered in GAC
Disk deployments

  • Plugin assembly saved on CRM server hard disk
  • Plugins do not backed up with database
  • Plugins cannot be added to the solution
  • Plugins needs IISRESET to refresh
  • Does not support Dynamics CRM online
  • You can refer external DLL assemblies from the disk and from GAC
Note:
  • With ILMerge external referenced assemblies can be merged together to deploy as a single plugin assemly. This will remove the restriction with Dynamics CRM online deployments, but large assemblies are slow to load.
Misconception:
  • You need to deploy plugin dll on the CRM server to enable remote debugging, but this is not required for database deployment, you will need to put pdb file in C:\Program Files\Microsoft Dynamics CRM\Server\bin\assembly folder on crm server.
Benefits of Database Deployment
  • Only database assemblies can be packaged in solutions
  • Zero service interruption to update a database assembly
  • Simplified organization backup / import.
  • Disk assemblies will not support multiple versions
  • All assemblies consolidated into a single place
  • Sandbox and CRM Online only support database assemblies

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Opportunity : Related Record To Opportunity

  • Products: View existing products that are part of the Opportunity. For example, the customer might be deciding to purchase a Mountain Bike as part of this Opportunity. This would be seen and managed within this section.
  • Activities: View existing activities or create a new activity for the Opportunity record.
  • Documents: Add a document location associated with the Opportunity record by specifying a URL of an existing SharePoint folder.
  • Connections: Add to the record an individual who has a certain role or relationship to the record.
  • Audit History: View the edit history of the Opportunity record. This also captures the date and time of the modification, along with the old and new values of the specified fields.

Dynamics CRM 2011 Field-Level Security

In addition to record-level secutiry, Dynamics CRM 2011 lets you selectively expose privileges at the field level. Richard Knudson shows you how to do it in this excerpt from his series of monthly 4-hour training sessions, Dynamics CRM 2011 Essentials.

Product Catalog : Product Kit

  • Products can also be bundled together to form a kit.
  • A kit helps to simplify the sales and ordering process.
    • For example, if an organization sells digital cameras and batteries, these two products can be bundled together to form a kit.
  • To form a kit, first convert the product to a kit product, and then add each product to the kit.

Product Catalog : Write-in Products

Write-In products are intended for products or services not currently in the product catalog.

Examples:

  • Miscellaneous charges or fees
  • Credits. To enter a credit, add a Write-In line item with a negative number in the Price Per Unit field and a value of 1 in the Quantify field.

Monitor cases in one place on the Dynamics CRM interactive service hub dashboard

Solve customer issues faster with interactive service hub dashboards. Watch this video to see the two main dashboards in action. The Tier 1 dashboard helps you find your cases and the things you need to do fast. Use visual filters, snapshots, and tiles to decide what you want to see and work on. The Tier 2 dashboard gives team leads and managers a single place to monitor more complex or escalated cases. Interactive service hub dashboards give you everything you need to support many customers and issues from one central location.

Goal Management : Goal

Goals contain more specific information than goal metrics, including the following information:

  • The goal metric on which the goal is based.
  • The goal owner—the user or team to which the goal is assigned.
  • The fiscal period for which the goal is created.
  • The target value of the goal for the fiscal period.

Lead Management: Creating Lead

To create a new Lead and view its properties follow these steps:

  • On the Navigation Bar, click Sales and then click Leads
  • In the Ribbon click New, to open new record.
  • In the Lead form enter following information:
    • Topic
    • First Name
    • Last Name
    • Job Title
    • Company Name
    • Email
    • Mobile Phone
    • Description
  • Click Save
  • Now Lead is created

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.

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Account Management with Custom Activities - Microsoft Dynamics CRM 2011

[Job] - TCS: MS Dynamic CRM Functional Consultant, India

Company: Tata Consultancy Services

Location: Kolkata, India

 

  

 

BACHELOR OF COMPUTER APPLICATION, BACHELOR OF COMPUTER SCIENCE, BACHELOR OF ENGINEERING
Enterprise Solutions and Frameworks - Microsoft Dynamics CRM
Candidate should be a MS Dynamics CRM Functional Consultant, with good knowledge on Dynamics CRM entities , workflows , configurations , customization development , integrations development; Sound in core NET technology and SSRS; Proficient on CRM Functional areas in Sales Force Automation , Marketing automation and Service management functionality

Color Grid for Dynamics 365

Color Form for Dynamics 365