78 Monday, May 30, 2016 |
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Microsoft Dynamics CRM 2013 Customization New Features - Business Rules

Microsoft Dynamics CRM workflow and async record maintenance

When using Microsoft Dynamics CRM, records created by system processes and workflows can be managed using registry keys and settings to reduce the overall size of the database.

Microsoft Dynamics CRM: Importing Leads Dynamics CRM 2011

Microsoft Dynamics CRM 2011: Multiple Forms

Demonstration of how to add additional forms for entities in Dynamics CRM 2011
 
 

 

Upgrading Microsoft Dynamics CRM 2011 to Microsoft Dynamics CRM 2013

Connect To Microsoft Dynamics CRM

Microsoft Dynamics CRM can be connected programmatically using following:

 

 

 

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

Microsoft Dynamics CRM 2011: Implementing Claims and IFD: Part 5

This session will cover the setup of claims with an un-trusted domain.

Disassociate Records in Dynamics CRM - Late Bound

Following example demonstrates how to disassociate record in dynamics crm

public static void DisassociateContactsToAccount(EntityReference contact, EntityReference account, IOrganizationService service) {

// Creating EntityReferenceCollection for the Contact
EntityReferenceCollection relatedEntities = new EntityReferenceCollection();

// Add the related entity contact
relatedEntities.Add(contact);

// Add the Account Contact relationship schema name
Relationship relationship = new Relationship("contact_customer_accounts");

// Disassociate the contact record to Account
service.Disassociate(account.LogicalName, account.Id, relationship, relatedEntities);

}

Invoice Management : Fields on the Invoice Form

  • Summary
    • Invoice ID: The identifying number or code of the invoice.
    • Name: A descriptive name for the invoice.
      Currency: The local currency for the record. This makes sure that budgets are reported in the correct currency.
    • Price List: The price list associated with this record. This makes sure that the products associated with the campaign are offered at the correct prices.
    • Prices Locked: Status of prices specified on the invoice. They may be locked from any further updates or unlocked.
  • Shipping Dates
    • Date Delivered: Date when the products included in the invoice were delivered.
    • Due Date: Date by which the invoice should be paid by the customer.

Microsoft Dynamics CRM 2015 Cortana Demonstration

Color Grid for Dynamics 365

Color Form for Dynamics 365