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Microsoft Dynamics CRM Gets You To Your Goals

any-to-Many-Relationships in Dynamics CRM 2011

This video provides an update on how they're handled in CRM 2011, specifically on the so-called "manual" approach to creating them.

Difference between GAC, Database and Disk deployments in Microsoft Dynamics CRM

MS CRM Notes


Difference between GAC, Database and Disk deployments

GAC Deployment

  • Plugin assebly registered in GAC
  • Plugins do not backed up with database
  • Plugins cannot be added to the solution
  • Plugins needs IISRESET to refresh
  • Does not support Dynamics CRM online
  • You can refer external DLL assemblies used in Plugin only if they are registered in GAC
DB Deployment

  • Plugin uploaded into the database
  • Plugins backed up with database
  • Plugins can be added to the solution
  • Plugins do not need IISRESET to refresh
  • Supports Dynamics CRM online deployment
  • You can refer external DLL assemblies used in Plugin only if they are registered in GAC
Disk deployments

  • Plugin assembly saved on CRM server hard disk
  • Plugins do not backed up with database
  • Plugins cannot be added to the solution
  • Plugins needs IISRESET to refresh
  • Does not support Dynamics CRM online
  • You can refer external DLL assemblies from the disk and from GAC
Note:
  • With ILMerge external referenced assemblies can be merged together to deploy as a single plugin assemly. This will remove the restriction with Dynamics CRM online deployments, but large assemblies are slow to load.
Misconception:
  • You need to deploy plugin dll on the CRM server to enable remote debugging, but this is not required for database deployment, you will need to put pdb file in C:\Program Files\Microsoft Dynamics CRM\Server\bin\assembly folder on crm server.
Benefits of Database Deployment
  • Only database assemblies can be packaged in solutions
  • Zero service interruption to update a database assembly
  • Simplified organization backup / import.
  • Disk assemblies will not support multiple versions
  • All assemblies consolidated into a single place
  • Sandbox and CRM Online only support database assemblies

Msxrmtools.com

Update a Parent from a Child Record with a Dynamics CRM 2011 Workflow

Rather than make your users open multiple forms to update information, you can use Dynamics CRM 2011 workflows to update information on parent records from a child form. Here's how to do it.

Microsoft Dynamics CRM Troubleshooting Errors When Viewing Reports

Microsoft Dynamics CRM Gets You To Your Goals

What meant by Queue in CRM

  1. Queue is a central location to monitor the progress, prioritise user work and change status of activities. Or collection of queue items.
  2. It is used to processing sales orders, responding to service calls, pre validation of consumer services, tracking of emails and product information to prospect clients.
  3. The following information pertains to queues:
    1. All customizable entities, business or custom, can be enabled for queues.
    2. A default queue is automatically created for each new user or team.
    3. You can assign and share queues with other users and teams to improve collaboration efforts.
    4. Queues can be enabled for workflows and audit. This helps improve productivity and track the entity and attribute data changes for future analysis and reporting.
    5. A queue contains information about the user who is working on a particular queue item. This helps you manage your resources more efficiently and helps to prevent duplication of work.
    6. A queue can contain multiple entity types, such as tasks, emails, or cases.
    7. A queue is user-owned or team-owned. This provides a high level of security by allowing data access to specified users and teams instead of to the whole organization.

What are the types of ribbons?

  1. Application ribbon:
    1. The applicationRibbon.xml file contains the definition of the core application ribbons.
  2. Entity ribbon.
    1. The entity grid ribbon is a collection of tabs that have an Id attribute value beginning with Mscrm.HomepageGrid.<entity logical name>.
  3. SubGrid Ribbons
    1. When a list of records for a different entity is displayed within a sub grid on the form of another entity or in a chart, the ribbon will change when the user places the cursor in the grid. A contextual group with the label List Tools is displayed. The single tab included in that contextual group will have the plural display name of the entity.
    2. The entity sub grid ribbon is a contextual group with a collection of tabs that have an Id attribute value beginning with Mscrm.SubGrid.<entity logical name>. For example, the tab with the text "Accounts" on account entity sub grid is Mscrm.SubGrid.account.MainTab.
  4. Form Ribbons
    1. Each entity form can have a specific ribbon definition. In the exported customizations.xml file, you must add your modified <RibbonDiffXml> (FormXml) to this location://ImportExportXml/Entities/Entity/FormXml/forms/systemform/form/RibbonDiffXml.
  5. Other Ribbons
    1. Several other special purpose ribbon tabs and a contextual group are defined byMicrosoft Dynamics CRM. Each tab is associated with a specific <TabDisplayRule> (RibbonDiffXml) that controls when they will display. The following table lists these tabs.

      Tab

      Root Id

      Description

      Web Resource Edit page tab.

      Mscrm.WebResourceEditTab

      Displays when editing Web resources within a solution.

      Form Editor tab

      Mscrm.FormEditorTab

      Provides Save, Edit, Select, and View groups of actions for entity forms.

      Form Editor Insert tab

      Mscrm.FormEditorInsertTab

      Provides buttons to insert Sections, Tabs, and Controls in entity forms.

      Dashboard Homepage tab

      Mscrm.DashboardTab

      Displays in the Workplace area.

      Visualization Tools Contextual Group

      Mscrm.VisualizationTools

      Displays when the New Chart button is clicked on the Charts tab displayed in the entity grid ribbon.

      AptbookTab Homepage tab

      Mscrm.AptbookTab

      Displays when viewing the Service Calendar in the Service area.

      Advanced Find tab

      Mscrm.AdvancedFind

      Displays in the Advanced Find window.

      Dashboard Editor tab

      Mscrm.DashboardEditorTab

      Displays when editing a dashboard.

      Documents tab

      Mscrm.DocumentsTab

      Displays if SharePoint integration has been enabled for the organization.

      Chart Editor tab

      Mscrm.VisualizationDesignerTab

      Displays when editing a chart from the solutions window.

      Search Tools Contextual Group

      Mscrm.ArticleSearch

      Displays when viewing the KBarticle entity.

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.

Product : Pricing Methods

The available options are as follows:

  • Currency Amount: Use this to ignore a product's list price in the product catalog and to enter a different price manually for this price list.
  • Percent of List: Use this to calculate a product's price in the price list as a percentage of its list price.
  • Percent Markup: Current Cost: Use this to add a percent markup on top of the current cost entered in the product catalog. This is also available for the Standard Cost field.
  • Percent Margin: Current Cost: Use this for the price offered in the price list to yield a percentage margin of the current cost. This is also available for Standard Cost.

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.

Color Grid for Dynamics 365

Color Form for Dynamics 365