Marketing Job Management with Microsoft Dynamics Marketing
VIDEO Top Companies to Work For in 2016
Connect To Microsoft Dynamics CRM Using Organization Service
Simplest way of connecting to Microsoft Dynamics CRM is using OrganizationService.
OrganizationService constructor can take connection string or CrmConnection object as parameter.
public OrganizationService(string connectionStringName);
public OrganizationService(CrmConnection connection); Method 1
Pass the connection string name to constructor.
IOrganizationService service = new OrganizationService("connection");
Entity entity = new Entity("account"); entity.Attributes["name"] = "This is my sample account"; service.Create(entity); Method 2
In CrmConnection constructor pass the connection string name, which further should be passed in OrganizationService constructor.
CrmConnection connection = new CrmConnection("connection");
IOrganizationService service = new OrganizationService(connection); //System.configuration Entity entity = new Entity("account"); entity.Attributes["name"] = "This is my sample account"; service.Create(entity);
CrmConnection requires following additional assembly to be referenced.
Use CrmConnection.Parse method to create CrmConnection object and pass that to OrganizationService constructor.
string connString="Url=http://crm.contoso.com/xrmContoso; Domain=CONTOSO; Username=jsmith; Password=passcode;";
CrmConnection connection = CrmConnection.Parse(connString); IOrganizationService service = new OrganizationService(connection); //System.configuration Entity entity = new Entity("account"); entity.Attributes["name"] = "This is my sample account"; service.Create(entity); Connection String Examples
Using integrated on-premises authentication.
Using Active Directory authentication.
Url=http://crm.contoso.com/xrmContoso; Domain=CONTOSO; Username=jsmith; Password=passcode
Using Microsoft account to connect to Microsoft Dynamics CRM Online.
Url=https://contoso.crm.dynamics.com; Usernameemail@example.com; Password=passcode; DeviceID=contoso-ba9f6b7b2e6d; DevicePassword=passcode
Using Microsoft Online Services to connect to Microsoft Dynamics CRM Online.
Url=https://contoso.crm.dynamics.com; Usernamefirstname.lastname@example.org; Password=passcode;
How to hide ribbon button?
Create a solution add the entity what you want and export it and extract it xml designer.
Then navigate into the location RibbonDiffXml next add the customaction tag
Then add the <hidecustomaction by specifying the hideactionid and location.
Conditional formatting of grid records in Microsoft Dynamics 365
Microsoft Dynamics 365 lacks essential feature conditional formatting similar to which we have in Microsoft Excel which is often demanded by the business users.
Color Grid for Microsoft Dynamics 365 you can colorize grid records in Microsoft Dynamics 365 based on a certain criteria, color schemes are also completely configurable to match the customers taste and can be configured by the end users.
Some examples of using Color Grid are:
Highlight HIGH priority cases
Highlight today's activities
Highlight Qualified leads
Highlight Opportunities with revenue Greater than X amount
Highlight Due activities in Next 7 days
Following is the link to
Color Grid for Microsoft Dynamics 365
Color Grid provides you options to
Define background color of grid row
Define background color of grid cell
Define font color of grid row
Define font color of grid cell
Bold row text
Bold cell text
Make row font as italic
Make cell font as italic
Above grid formatting are applied based on matching of certain criteria on particular field value of record which could be string, numeric or date type field.
To define the matching criteria multiple operators are available as defined below, these matching criteria are similar to what is available in advanced find of Microsoft Dynamics 365:
Does Not Equal
Does Not Contain
Does Not Begin With
Does Not End With
Does Not Contains Data
Is Greater Than
Is Greater Than or Equal To
Is Less Than
Is Less Than or Equal To
On or After
On or Before
Next 7 Days
Last 7 Days
Example: Colorize case records based on PRIORITY options (High, Normal, Low)
High priority Option Text
Create a Color Config record to match the below values
Normal priority Option Text
Low priority Option Text
Now all three criteria are defined, open the case grid to view the result
To have the impact selected attribute should be visible in the column of grid.
Hope you like it, if you have any query or suggestion please comment.
For any query about
please email to Color Grid for Microsoft Dynamics 365 email@example.com Microsoft Dynamics CRM 2013 for Tablets - Simple Lists
VIDEO Record Type: Order
Represenst a Confirm Order
Converts to Invoice
Microsoft Dynamics CRM 2011: Implementing Claims and IFD: Part 6
This session will cover some common troubleshooting questions related to Claims-Based Authentication and IFD in Microsoft Dynamics CRM.
Dynamics CRM 2011 1:N Relationships and Filtered Lookups
VIDEO Microsoft Dynamics CRM: Entering a Case