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

What's New in CRM 2011 Workflows: Dialogs

What's New in CRM 2011, Session 2 Intro: Sales Force Automation

Intro to the Sales Force Automation session. Includes foundation topics (teams, queues, sales literature...); working with Charts and Dashboards; working with Goal Metrics and Goals.

What is Plugin Profiler?

Plug-in Profiler is a tool that profiles the execution of plug-ins for an enhanced debugging experience in Microsoft Visual Studio. Thistool can be used in either the debug or replay mode.

  1. This can be run from the Command Prompt window or from within the Plug-in Registration tool, makes developing plug-ins against Microsoft Dynamics CRM and Microsoft Dynamics CRM Online quicker and easier.
  2. In the tool's main window, select Install Profiler. You will now see a Plug-in Profiler node in the list.
  3. Select a plug-in step and click Profile to enable profiling.
  4. Perform the operation in Microsoft Dynamics CRM that causes the plug-in to run. For example, if the step is configured for an update to an account, then update an account.
  5. After the plug-in throws an exception and the Business Process Error dialog is displayed, click Download Log File and save this file. Alternately, if the plug-in does not throw an exception, click Stop Profiling.

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

Web services to involve in data access?

  1. REST endpoint

The REST endpoint provides a ‘RESTful’ web service using OData to provide a programming environment. It is the recommended web service to use for tasks that involve creating, retrieving, updating and deleting records.

  1. SOAP endpoint

The SOAP endpoint provides access to all the messages defined in the Organization service. However, only the types defined within the WSDL will be returned.

Microsoft Dynamics CRM 2011: Using the Audit tool

Exploring the Microsoft Dynamics CRM 2011 auditing capabilities. How to enable and disable auditing. Tracking changes made to CRM records.

Microsoft Dynamics CRM 2011 Outlook Client Installation & Configuration troubleshooting

Business Process in Microsoft Dynamics CRM 2015

Dynamics GP - MSFT Dynamics CRM Adapter

http://www.microsoft.com/erp : By utilizing the Microsoft Dynamics CRM Adapter Service, you can synchronize changes made in Dynamics CRM with other Microsoft Dynamics ERP solutions, such as Dynamics GP.

What is meant by solution components?

  1. Schema (entities, attributes, relationships, global option sets)
  2. UI (ribbons, sitemap, forms, and web resources)
  3. Dashboards, reports and charts.
  4. Service End points
  5. Process (plugins, workflows )
  6. Sdk message processing steps
  7. Templates
  8. Connection Roles
  9. Security Roles
  10. Field level security profiles

Get the most out of your free 30-day Dynamics CRM trial

Watch this video to get the most out of your free Microsoft Dynamics CRM trial. Invite others and let your team help you evaluate features. Check out the dashboard and get a feel for how things work using sample data or your own. Engage the in-app guidance and follow along as it shows you key capabilities and what to do next. And if you decide to buy there's no need to start over, because all of your work and data is completely and easily transferable.