1671 Wednesday, May 25, 2016 |
Msxrmtools Publisher
Publisher at Msxrmtools

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

Msxrmtools.com

Difference between Web API, Organization service and Organization Data service in Microsoft Dynamics CRM

Web API

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.

Organization Service

Organization service is available since Microsoft Dynamics CRM 2011 and is mainly used for server side development i.e. code running on Microsoft Dynamics CRM server.

Key points about Organization service:

  • Implements IOrganizationService interface.
  • Organization service is also know as SOAP endpoint.
  • Microsoft Dynamics CRM uses Windows Communication Foundation (WCF) to SOAP endpoint.
  • It is the primary web service for accessing data and metadata from Microsoft Dynamics CRM organization.
  • It is built on WCF and optimized for use with the .Net.
  • Organization service request and response has SOAP format.
  • Microsoft Dynamics CRM SDK provides assemblies and tools to generate strongly typed classes and proxies to simplify developement in Microsoft Visual Studio.
  • Maximum 5000 records can be returned in a single query.

Organization Data Service

Organization Data service is available since Microsoft Dynamics CRM 2011 and is mainly used for client side development (code running in browser)  using JavaScript. 

It supports JSON format for request and response which can be easily handled from JavaScript, therefore this is preferred service for client side development.  

Key points about Organization Data service:

  • It is preferred service for client-side development.
  • Organization Data service is also known as "OData" or "REST" endpoint.
  • Microsoft Dynamics CRM uses Windows Communication Foundation (WCF) to provide REST-based service.
  • It supports JSON and ATOM format.
  • Organization Data service can be used within Web resources, form scripts and ribbon commands.
  • Authentication is provided by the application itself, no need to write authentication code.
  • It implements OData v2 standard.
  • It is deprecated with Microsoft Dynamics CRM 2016, Web API should be used to support Microsoft Dynamics CRM 2016 and future versions.
  • It can return maximum 50 records in a single retrieve operation.
  • It is much fatser as comared to Organization service, because less bytes in JSON message in comparison to SOAP message.

 

CRM for Outlook Configuration in Microsoft Dynamics CRM 2015

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.

Microsoft Dynamics CRM Tutorials

What is Microsoft Dynamics CRM?

Microsoft Dynamics CRM is a customer relationship management sofware package developed by Microsoft. It has primarily three modules sales, service and marketing.  

Microsoft made Microsoft Dynamics CRM platform highly customizable which allows it to be customized to satisfy different customer needs beyond just CRM.

Microsoft Dynamics CRM comes in three flavours:

  • Online: This is hosted and maintained by Microsoft on their cloud and services are available as subscription.
  • On-Premises: This can be installed on customers premises.
  • Partner Hosted: This is installed on third party infrastructue and services are provided to customers.

Latest version

Microsoft Dynamics CRM 2016 is the latest version, previous versions are: 2015, 2013, 2011, 4.0, 3.0, 1.2, 1.0

Platform

Microsoft Dynamics CRM is built on .Net framework. It can be customized both  at server side and client side. 

Programming language for Microsoft Dynamics CRM:

  • Server Side: .Net (C# or VB)
  • Client Side: JavaScript

Software Development Kit (SDK)

To help customize the Microsoft Dynamics CRM Microsoft releases software development kit (SDK) with each version. This SDK contains assemblies, tools, sample codes and more. You can download it from below links

Microsoft Social Engagement Search Setup

Microsoft Social Engagement enables you to set up search topics in order to monitor and engage with relevant social posts. In this video, Philippe Kieffer demonstrates how to set up search topics, create rules with keywords, and connect to Twitter handles and Facebook pages.

Conditional formatting of grid records in Microsoft Dynamics 365

Microsoft Dynamics 365 lacks essential feature conditional formatting similar to which we have in Microsoft Excel which is often demanded by the business users.

With Color Grid for Microsoft Dynamics 365 you can colorize grid records in Microsoft Dynamics 365 based on a certain criteria, color schemes are also completely configurable to match the customers taste and can be configured by the end users.

Some examples of using Color Grid are:

  • Highlight HIGH priority cases
  • Highlight today's activities
  • Highlight Qualified leads
  • Highlight Opportunities with revenue Greater than X amount
  • Highlight Due activities in Next 7 days

Following is the link to Color Grid for Microsoft Dynamics 365

msdynamicsconsulting.com/Products/ColorGrid

 

Color Grid provides you options to

  • Define background color of grid row
  • Define background color of grid cell
  • Define font color of grid row
  • Define font color of grid cell
  • Bold row text
  • Bold cell text
  • Make row font as italic
  • Make cell font as italic

Above grid formatting are applied based on matching of certain criteria on particular field value of record which could be string, numeric or date type field.

To define the matching criteria multiple operators are available as defined below, these matching criteria are similar to what is available in advanced find of Microsoft Dynamics 365:

String Operators

  • Equals
  • Does Not Equal
  • Contains
  • Does Not Contain
  • Begins With
  • Does Not Begin With
  • Ends With
  • Does Not End With
  • Contains Data
  • Does Not Contains Data

Numeric Operators

  • Equals
  • Is Greater Than
  • Is Greater Than or Equal To
  • Is Less Than
  • Is Less Than or Equal To

Date Operators

  • On
  • On or After
  • On or Before
  • Yesterday
  • Today
  • Tomorrow
  • Next 7 Days
  • Last 7 Days

Example: Colorize case records based on PRIORITY options (High, Normal, Low)

High priority Option Text

Create a Color Config record to match the below values

Normal priority Option Text

Low priority Option Text

Now all three criteria are defined, open the case grid to view the result

To have the impact selected attribute should be visible in the column of grid.

Hope you like it, if you have any query or suggestion please comment.

For any query about Color Grid for Microsoft Dynamics 365 please email to info@msdynamicsconsulting.com

New content for CRM 2016 spring wave

The CRM 2016 spring wave includes many new and exciting features! 

The official names for the spring wave releases are:

  • Microsoft Dynamics CRM Online 2016 Update 1 and Microsoft Dynamics CRM 2016 Service Pack 1
  • Microsoft Dynamics Marketing 2016 Update 1
  • Microsoft Social Engagement 2016 Update 1.5

Microsoft Dynamics CRM

What’s new (all features)

Field service

Project service

CRM portals

Mobile offline

Power BI

Subscription and release history

For developers

Microsoft Dynamics Marketing

Microsoft Social Engagement

Quick references

Microsoft Dynamics CRM Online 2015 Update 1 - CRM Office Integrations New Features

Dynamics GP and Dynamics CRM 2011 Account and Contact Sync

See how to quickly and easily synchronize your account and contact data between Dynamics CRM and Dynamics GP.

Activity Feeds Disable Rules (4 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

Color Grid for Dynamics 365

Color Form for Dynamics 365