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Microsoft Dynamics CRM Working with Solutions

Microsoft Dynamics CRM 2013 for Tablets - Simple Lists

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

funny CRM video of a dude drinking coffee

Personalizing Microsoft Dynamics CRM 2011

How to personalize the user experience, either for an individual or more generally for roles, so that they have easy access to information most relevant to them.

Microsoft Dynamics CRM Online 2015 Update 1 - Application New Features

Record Type: Opportunity

Opportunity 

  • Represents a qualified potential sale.
  • Must be attached to Account or Contact record.
  • Have status values of 
    • Open
    • Won
    • Lost

 

A qualified potential sale indicates that the potential customer has been contacted and information has been gathered about interest.

Dynamics CRM 2011 1:N Relationships and Filtered Lookups

RIBBON COMMAND ELEMENTS

The <CommandDefinition> (RibbonDiffXml) element defines a command in the ribbon. The Id attribute specifies a unique identifier for the command that can be referenced by ribbon control elements by using the Command parameter.

A ribbon command defines three things:

  • Enable Rules: Specifies when a specific ribbon control will be enabled.

When configuring Ribbon elements you can define specific rules to control when the ribbon elements are enabled. The <EnableRule> (RibbonDiffXml) element is used as follows:

  • Use the /RuleDefinitions/EnableRules/EnableRule element to define rules controlling when the ribbon element should be enabled.
  • Use the /CommandDefinitions/CommandDefinition/EnableRules/EnableRule element to associate specific enable rules to a command definition.
  • Display Rules: Specifies when a specific ribbon element will be visible.

When configuring ribbon elements, you can define specific rules to control when the ribbon elements will display.

  • Use the /RuleDefinitions/DisplayRules/<DisplayRule> (RibbonDiffXml) element to define rules controlling when the ribbon element should be displayed.
  • Use the /CommandDefinitions/CommandDefinition/DisplayRules/<DisplayRule> (RibbonDiffXml) element to associate specific display rules to a command definition.
  • Actions: Specifies what code will execute when a ribbon control is uses.

Define the actions to be performed by a ribbon control in a <CommandDefinition> (RibbonDiffXml) element together with rules that control whether the control is enabled or visible in the ribbon.

A Ribbon control can perform two types of actions and may include multiple actions:

  • JavaScript Functions: A <JavaScriptFunction> (RibbonDiffXml) element references a function defined in a Script Web resource.
  • Open a URL: The ribbon opens a URL using the value from an Address attribute in the <Url> (RibbonDiffXml) Additional parameters can pass information about how what querystring parameters are passed and the mode in which the window opens.
    You have several options to pass parameters to a URL using the ribbon. For more information, see Pass Parameters to a URL By Using the Ribbon.

Disassociate Records In Microsoft Dynamics CRM Using Early Bound

disassociate Method

To disassocite records in Microsoft Dynamics CRM use IOrganizationService.Associate(entityName, Guid, Relationship, EntityReferenceCollection) method.

Parameters

Name Type Comment
entityname String Entity logical name
guid Guid The ID of the record to which the related records are associated.
relationship Guid The name of the relationship to be used to create the link.
relatedEntities Guid A collection of entity references (references to records) to be associated..

Output

Void

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

Using Early Bound 

Following example demonstarates how to disassociate a contact with three accounts in Microsoft Dynamics CRM using early bound

C#

// Associate the accounts to the contact record.

// Create a collection of the entities that will be 
// associated to the contact.
EntityReferenceCollection relatedEntities = new EntityReferenceCollection();
relatedEntities.Add(new EntityReference(Account.EntityLogicalName, _account1Id));
relatedEntities.Add(new EntityReference(Account.EntityLogicalName, _account2Id));
relatedEntities.Add(new EntityReference(Account.EntityLogicalName, _account3Id));

// Create an object that defines the relationship between the contact and account.
Relationship relationship = new Relationship("account_primary_contact");


//Associate the contact with the 3 accounts.
_service.Associate(Contact.EntityLogicalName, _contactId, relationship,
    relatedEntities);

Console.WriteLine("The entities have been associated.");

//Disassociate the records.
_service.Disassociate(Contact.EntityLogicalName, _contactId, relationship,
    relatedEntities);

Invoice Management

Invoices are requests for payment from a business to its customers.