61 Saturday, May 28, 2016 |
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What's New in CRM 2011 Workflows: Dialogs

Folder Level Tracking in CRM Online 2015 Update 1

Tracking email activities is key to successful customer engagement, from sales to service. In this video, we'll walk you through setting up folder level tracking to simplify and automate email tracking, which improves end-user productivity and helps to drive positive customer engagement. For more information, visit http://www.microsoft.com/en-us/dynamics/crm-customer-center/default.aspx and http://go.microsoft.com/fwlink/?LinkId=394323

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.

What is difference between database and disk deployment?

Plug-ins stored in the database is automatically distributed across multiple Microsoft Dynamics CRM servers in a data centre cluster and are included in database backups and redeployments. On-disk storage of plug-ins is useful for debugging plug-ins using Microsoft Visual Studio.

Conditional Formatting in the Outlook CRM Client

Rollup and Calculated Fields in Microsoft Dynamics CRM 2015

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.

 

Microsoft Dynamics Crm: Adding A New User

Lead Management: Email To Lead Conversion

To convert an email to a lead, follow these steps:

  • On the Navigation Bar, click Create and then click E-mail.
  • On the Command Bar, click the ellipsis button (…), select Convert To, and then click To Lead.
  • In the Convert-to-Lead dialog, specify the details of the new lead as follows:
    • First Name
    • Last Name
    • Company
    • E-mail Address
    • Open the new Lead option
    • Close the e-mail form option
    • Click OK
    • The new lead record is created

Upgrading from Microsoft Dynamics CRM 2013 to 2015

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