82 Monday, May 30, 2016 |
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Microsoft Dynamics CRM 2011 Outlook Client Installation & Configuration troubleshooting

Marketing Job Management with Microsoft Dynamics Marketing

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.

System.configuration 

Method 3

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.

Url=http://crm.contoso.com/xrmContoso;

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; Username=jsmith@live-int.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; Username=jsmith@contoso.onmicrosoft.com; Password=passcode; 

How to hide ribbon button?

  1. Create a solution add the entity what you want and export it and extract it xml designer.
  2. Then navigate into the location RibbonDiffXml next add the customaction tag
  3. 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.

With 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

msdynamicsconsulting.com/Products/ColorGrid

 

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:

String Operators

  • Equals
  • Does Not Equal
  • Contains
  • Does Not Contain
  • Begins With
  • Does Not Begin With
  • Ends With
  • Does Not End With
  • Contains Data
  • Does Not Contains Data

Numeric Operators

  • Equals
  • Is Greater Than
  • Is Greater Than or Equal To
  • Is Less Than
  • Is Less Than or Equal To

Date Operators

  • On
  • On or After
  • On or Before
  • Yesterday
  • Today
  • Tomorrow
  • 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 Color Grid for Microsoft Dynamics 365 please email to info@msdynamicsconsulting.com

Microsoft Dynamics CRM 2013 for Tablets - Simple Lists

Record Type: Order

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

Microsoft Dynamics CRM: Entering a Case

Color Grid for Dynamics 365

Color Form for Dynamics 365