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

What's New in CRM 2011 Workflows: Dialogs

Creating Custom Entities - Microsoft Dynamics CRM 2011

This video provides an overview of how to extend Dynamics CRM 2011 to include additional functionality or business processes.

In this overview we show how you can add a custom entity to track Samples that you want to send out to customers.

IFD for Microsoft Dynamics CRM 2011

This video covers the end-to-end process for configuring IFD which includes:

  1. Installing AD FS 2.0
  2. 2. Configuring the AD FS 2.0 federation server
  3. 3. Managing certificates
  4. 4. Configuring Dynamics CRM 2011 for claims-based authentication and IFD
  5. 5. Creating the relying party trust for CRM and configuring the claims rules on AD FS 2.0

You can find a white paper covering this information here:

Microsoft TechNet: http://go.microsoft.com/fwlink/?LinkID=212715

Microsoft Download Center: http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=3621

Microsoft CRM 2011 -- Creating Charts

Introduction to Sales Management

The Sales module within Microsoft Dynamics CRM provides a flexible framework for organizations to track, manage, and analyze parts of their sales cycle as well as its overall success.

Microsoft Dynamics CRM 2013 Setup and Upgrade New Features - Base and Extension Table Merge

What's New in CRM 2011 Workflows: Dialogs

Organization Service in Microsoft Dynamics CRM

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.

Methods available in Organization service:

  • Create :  Creates record in the organization.
  • Retrieve : Retrieves a single record from the organization.
  • Retrieve Multiple : Retrieves multiple records from the organization.
  • Update : Updates a record in the organization.
  • Delete : Deletes a record in the organization. 
  • Associate : Creates a link between two records.
  • Disassociate : Removes a link between two records.
  • Execute : Executes a requested operation.

Organization service usage:

  • For Accessing data and metadata from Microsoft Dynamics CRM instance.
  • For performing CRUD operations from custom applications, plug-ins and workflows.
  • For integrating Microsoft Dynamics CRM with other applications like ERP.
  • For building custom user interfaces for Dynamics CRM.
  • Portal development
  • Mobile application development for Dynamics CRM

Organization service endpoint URLs

Organization service endpoint URL for Microsoft Dynamics CRM organization can be found at:

 Settings > Customizations > Developer Resources

For Microsoft Dynamics CRM online

https://OrganizationName.api.crm.dynamics.com/XrmServices/2011/Organization.svc (North America)

https://OrganizationName.api.crm4.dynamics.com/XrmServices/2011/Organization.svc (EMEA)

https://OrganizationName.api.crm5.dynamics.com/XrmServices/2011/Organization.svc (APAC)

https://OrganizationName.api.crm2.dynamics.com/XrmServices/2011/Organization.svc (South America)

https://OrganizationName.api.crm6.dynamics.com/XrmServices/2011/Organization.svc (Oceania)

https://OrganizationName.api.crm7.dynamics.com/XrmServices/2011/Organization.svc (Japan)

https://OrganizationName.api.crm8.dynamics.com/XrmServices/2011/Organization.svc (India)

https://OrganizationName.api.crm9.dynamics.com/XrmServices/2011/Organization.svc (North America 2)

For on-premises Microsoft Dynamics CRM

http[s]://ServerName/OrganizationName/XRMServices/2011/Organization.svc 

 

Record Type: Customer

Within Microsoft Dynamics CRM there are two types of customers:

  • Accounts: Represents Organization or Company
    • Examples: Customers, Vendors, Partners, Reseller.  
  • Contacts: Represents individual Person.

 

When you go for plug-in and workflow?

  1. Plug-in
    1. Plug-in supports range of SDK messages or can be triggered but workflows are limited to be triggered on record creation, status change, and assignment, attribute change and deletion.
    2. Plug-in can execute synchronously on Pre Validation and Database Transactions.
    3. Needs a synchronous action to happen before or after an event occur.
    4. Needs elevation of privileges (impersonation)
    5. The process/logic may take a long time to complete or will be a persistent process (multiple long running steps).
    6. Better small operations like data lookups, common data operations.
    7. Data validations.
  1. Workflow
    1. Child sub processes will be triggered.
    2. Can run processes manually using run workflow.
    3. Plug-in is not intend to fire or execute logic while timeout or subscription with recursive.

Microsoft Dynamics CRM Marketing Automation

Watch this 6 minute video demonstration to learn how to drill into campaigns using Microsoft Dynamics CRM. Some examples include tracking campaign responses, planning your activities, assigning them to CRM users and also be able to synchronise these to your Outlook tasks. Contact one of our experts for more information. W: www.pa.com.au E: microsoftinfo@pa.com.au T: 1800 126 499

Color Grid for Dynamics 365

Color Form for Dynamics 365