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Microsoft Dynamics CRM 2013 Customization New Features - Business Rules

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 

 

[Job] - Accenture: Microsoft Dynamics CRM, India

Accenture

 

Company: Accenture

Location: Hyderabad, India

- Job description

Role:- Developer
Years of experience:- 3 to 4 years
 
Must to have:-
• Experience with Microsoft CRM 2011 Modules and features related
• Experience with Microsoft CRM 2011 customizations and Configuration [Sitemap, Writing jScripts, Developing/Registering plug-ins, workflows and dialogs, SDK, importing data and CRM Deployment Manager
• Experience with developing and implementing web/windows applications with Microsoft Visual Studio .Net
• Experience with developing XML Web Services and Server components
• Experience in writing oData and Linq
• Identify build or development changes, code and peer reviews and unit testing
• Experienced working on development project Good to have:"

- Basic qualifications

Full Time Graduation

Delete a Record In Microsoft Dynamics CRM Using Early Bound

Delete Method

To delete a record pass entity logical name and record guid to IOrganizationService.Delete(entityname,Guidmethod.

Parameters

Name Type Comment
entityname String Entity logical name
guid Guid Guid of record to delete

Output

Void

This method is implemented by OrganizationService class and OrganizationServiceContext generated in previous chapter.

Using Early Bound

 

Following example demonstarates how to delete a record in Microsoft Dynamics CRM using early bound

C#

using Microsoft.Xrm.Client.Services;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using System;

namespace Msxrmtools
{
class Program
{
static void Main(string[] args)
{
//"connection" = connection string name from config file"
IOrganizationService _service = new OrganizationService("connection");

//assumed guid of existing account record to delete
Guid _accountId = new Guid("9ec0b0ec-d6c3-4b8d-bd75-435723b49f84");

_service.Delete(Account.EntityLogicalName, _accountId);

}
}
}

 

[Job] - Microsoft : Sr. Support Engineer-Microsoft Dynamics CRM

Company: Microsoft

Location: Las Colinax (TX), United States

As a Microsoft Dynamics CRM Support Engineer (SE), you are a technical leader and will be driving the discovery of potentially unique solutions for each customer situation as part of a team. We’ll provide you with abundant resources, including training, advanced diagnostic tools, the Microsoft Dynamics CRM product group, and the experience of tenured engineers around you. You will also have the opportunity to collaborate and help your colleagues by sharing the results of your investigation. In this professional role, your contribution and overall impact is self-directed and the opportunities are plentiful.

Troubleshooting at this level is not scripted. You will be responsible to resolve potentially unique solution for each of your customer’s situations. During the course of troubleshooting, you may uncover software defects and have opportunities to improve the customer experience as well as to influence the current and future design of Microsoft Dynamics CRM by working directly with the product team. Our continuous learning environment expects that you will develop ever increasing depth skills as a subject matter expert. You will become the world’s best in your area of expertise.

This position will require you to work a rotational On-Call schedule. You may have the opportunity for some occasional domestic and or international travel.

Responsibilities:
Be part of a team and develop your skills as you solve complex technical issues in Microsoft Dynamics CRM.
Manage relationships with your customers and provide technical documentation for the troubleshooting steps.
Report software bugs and be an advocate for product improvement using customer suggestions.
Develop specialized expertise by supporting Microsoft Dynamics CRM. Document your knowledge and share that knowledge with others.
Use tools for debugging and root cause analysis.
Provide in-depth technical support for customer service delivery via telephone, written correspondence, or electronic service regarding technically complex, escalated problems.
Engage and collaborate with other Microsoft groups, including escalation teams and the development team, in gaining resolution to critical, complex issues.
Provide exceptional customer service in politically charged environments.
Represent Microsoft professionally in customer and partner onsite visits, where travel may be required.
Create advanced online technical content including Knowledge Base articles, training documents, blogs, etc.
Participate in planned team-wide shift rotations to cover business needs, including 24x7 “On-Call” responsibilities and extended (evening shift).
Present technical content to various audiences including customers, partners, and internal stakeholders.

Qualifications
Strong customer service, accurate and logical problem solving, and communication skills, plus the ability to work in a team environment.
Experience in creating technical documentation and sharing knowledge with others through training delivery and mentoring.
Strong debugging skills desired but not required, e.g. ability to read and analyze network traces, fiddler, SQL trace, etc.
Good knowledge of Microsoft SQL.
Excellent Communication Skills - spoken and written English (including technical writing).
Passion for lifelong learning and personal and professional development.
Three or more year’s industry experience with Microsoft stack technologies.
Current Microsoft IT Certification preferred (Ex. MCSE, MCSA, MCSD, MCTS (Dynamics CRM)
Exposure and experience working with customers on Microsoft Cloud products such as Azure, Office 365, or Microsoft CRM is preferred but not required.
Programming skills are useful but not required, preferably in C
Degree in Management Information Systems, Computer Science, Computer Information Systems, Computer Engineering (preferred)

OneNote Integration in CRM Online 2015 Update 1

With Microsoft Dynamics CRM 2015 Update 1 you and your team can stay organized, even on the go, with OneNote notebooks associated to a CRM record. Find out how in this short video. For more information, visit http://www.microsoft.com/en-us/dynamics/crm-customer-center/default.aspx and http://go.microsoft.com/fwlink/?LinkId=394323

Competitors : Create a Competitor contd.

  • In the Address section of the form, enter the following information as appropriate and observe any noted restrictions or requirements as needed:
    • Street 1, Street 2, Street 3
    • City, State/Province, ZIP/Postal Code
    • Country/Region
  • In the Analysis section of the form, enter the following information as appropriate and observe any noted restrictions or requirements as needed: 
    • Strength
    • Weakness
  • Use the Notes section of the form to add time-stamped notes or attach files as necessary.
  • On the Command Bar, in the Save group, click Save.

Introduction to MarketingPilot

Understanding Entity Change Tracking in Microsoft Dynamics CRM

In CRM integration projects, your business requirements often dictate that you should only retrieve those transaction records that have been recently created or modified in your source system since last integration. When your CRM system is the source, you would typically use CRM FetchXML query to pull data from the CRM system by comparing the record's modifiedon field, which is not a solution that is reliable enough and may not perform well when the source entity has a significant number of records.

To address this particular challenge, CRM Online 2015 Update 1 release introduced the Change Tracking feature, which offers a reliable and efficient way to track transactional data changes for CRM entities.

Turn on Change Tracking

In order to track data changes of a particular entity, you have to first turn on "Change Tracking" option for the entity. You would do so by going to the entity's customization page, and tick "Change Tracking" option under "Data Services" section.

Retrieve Changes

After Change Tracking has been enabled for the entity, you can use CRM SDK RetrieveEntityChangesRequest message to pull changes from CRM server. The following is a snippet that demonstrates how to pull changes from the CRM server.

 using (var service = new OrganizationService(crmConnection))
{
var request = new RetrieveEntityChangesRequest();

// Set which entity to get changes for.
request.EntityName = "account";
request.Columns = new ColumnSet("accountnumber", "name", "creditlimit");

// Set paging preferences.
request.PageInfo = new PagingInfo() { Count = 5000, PageNumber = 1 };

// Set change token returned from last pull.
request.DataVersion = changeToken; // set to null or remove this line to do an initial pull

// Get the changes.
var response = (RetrieveEntityChangesResponse)service.Execute(request);

// TODO: Process all the changed records (see the code snippet below)

// Save the token somewhere for future use
changeToken = response.EntityChanges.DataToken;
Console.WriteLine(changeToken);
}

Walk through Changes

After retrieving the changes, you will get two types of results. The first type of result is the newly added or updated records, and the second one is for the records that have been deleted since the last pull.

// Replace the TODO line in the above snippet with the following code
foreach (var change in response.EntityChanges.Changes)
{
if (change.Type == ChangeType.NewOrUpdated)
{
var changedItem = (NewOrUpdatedItem)change;
Entity newOrChangedEntity = changedItem.NewOrUpdatedEntity;
// TODO: Process new or updated entity record
}
else if (change.Type == ChangeType.RemoveOrDeleted)
{
var deleteditem = (RemovedOrDeletedItem)change;
EntityReference deletedEntityReference = deleteditem.RemovedItem;
// TODO: Process deleted entity records
}
}

Note that the returned NewOrChangedEntity is an instance of Entity class, while the RemovedItem (the deleted record) is an instance of EntityReference class.

Some Closing Notes

There are a few things that you should be aware when using this feature:

  • The "Change Tracking" option is an entity-level setting. It has to be enabled for the entity before you can use RetrieveEntityChangesRequest to pull data. If the option is not enabled, and you try to use this feature, you will get an error message telling you "Entity: account isn't enabled for change tracking" where account can be any entity name that you are working with.
  • Due to the fact that the "Change Tracking" option works at entity level, you would need to keep track of the change token for each entity individually. There is no organization level tracking token.
  • There is one special situation that you should watch out for. Suppose there is a newly added record after last pull and it was deleted before the new pull, you will get the record in the Delete result set, which you may not have knowledge about it.
  • In the case that you have selected to return a lookup field, the field's Name property is not returned.
  • When change collection has more records than the page size that you have specified, you would have to page through the change collection.
  • Based on my preliminary testing, it appears that CRM keeps multiple token versions, which is really nice. However, I imagine keeping too many versions on the server side would not make sense as each version would consume a certain amount of database space. There must be a limit in terms of how many versions are kept on the CRM server side. It could be either a time-based limit (say 90 days probably, which could still be a lot of change versions if I keep pulling from the server every 30 seconds) or a number-based limit. This is something that has yet to be confirmed.
  • When you retrieve changes using this feature, you will get the records in their current status, the old values before the change are not returned.
  • The user account needs to have organization level read (or so-called "Root Read") privileges for the concerned entity in order to uses RetrieveEntityChangesRequest to retrieve changes.
  • More details about this feature can be found at the CRM SDK documentation page: Use change tracking to synchronize data with external systems.

Microsoft Dynamics CRM 2015 Features and Functionalities Part 2 of 2 - Support, Upgrade, & Fields

Competitors : Create a Competitor

To create a Competitor record, follow these steps:

  • On the Navigation Bar, click Sales and click Competitors.
  • In the Command Bar, click New.
  • In the General section of the form, enter the following information as appropriate and observe any noted restrictions or requirements as needed:
    • Name: 
    • Website
    • Currency 
    • Ticker Symbol
    • Reported Revenue

Color Grid for Dynamics 365

Color Form for Dynamics 365