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

Dynamics CRM 2011 - Connected Cloud Demo.wmv

In this demonstration of a real estate scenario, you'll see how Microsoft Online Services, including Microsoft Dynamics® CRM Online, Microsoft® Office 365, and Windows Azure,® provide a connected experience that leverages the power of the cloud.
 

 

Microsoft Dynamics CRM 2013 Customization New Features - Quick Forms

Dynamics CRM 2011 Goals - Sales Goals

This will show you how to create a sales goal suitable for an individual sales rep, and then how to create a team goal. The team goal demo illustrates the important and initially confusing concept of a "Rollup Query".
 

 

Microsoft Dynamics CRM 2011: Implementing Claims and IFD: Part 1

This session will cover the information and pre-requisites you should consider before implementing Claims-Based Authentication in your Microsoft Dynamics CRM 2011 system.

Retrieve Records In Dynamics CRM Using FetchXML

Following example demonstrates how to retrieve records in dynamics crm using FetchXML.

Connection string

<connectionStrings>
<add name="connection" connectionString="Url=https://org.crm.dynamics.com; Username=user@org.onmicrosoft.com; Password=password;"/>
</connectionStrings>

C# 

using Microsoft.Xrm.Client.Services;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using System;

namespace CrmSampleCodes
{
class Program
{
static void Main(string[] args)
{
IOrganizationService _service = new OrganizationService("connection");

// Create query using FetchXML.
string fetch = @"
<fetch mapping='logical'>
<entity name='account'>
<attribute name='accountid'/>
<attribute name='name'/>
</entity>
</fetch>";

EntityCollection retrieved = _service.RetrieveMultiple(new FetchExpression(fetch));
System.Console.WriteLine("Query Using FetchExpression");
System.Console.WriteLine("===============================");

// Iterate through returned collection.
foreach (var c in retrieved.Entities)
{
System.Console.WriteLine("Name: " + c.Attributes["name"]);
}
System.Console.WriteLine("===============================");
}
}
}

Add Marketing Capabilities - Microsoft Dynamics CRM 2011

In this video we review:

  • Marketing Lists
  • Campaigns
  • Quick Campaigns

We also give some recommendations on how you can easily phase marketing capabilities into your current CRM implementation.

Microsoft Dynamics CRM Server Roles

MS CRM Notes


Dynamics CRM Server Roles

With Microsoft Dynamics CRM Server, you can install specific server functionality, components, and services on different computers. These components and services correspond to specific server roles.

Full Server Role

  • Contains all roles from Front End Server, Back End Server and Deployment Administrator Server
  • This is default option

Front End Server Role [Web Application Server, Organization Web Service, Help Server]

  • Required for running client applications
  • Required for applications developed with Microsoft Dynamics CRM SDK

Back End Server Role [Asynchronous Processing Service, Email Integration Service, Sandbox Processing Service]

  • Handles asynchronous events such as async workflows, async plug-ins, database maintenance, and email routing.

Deployment Administration Server Role [Deployment Tools, Deployment Web Service, VSS Writer Service]

  • Manages Microsoft Dynamics CRM Deployment using methods described in the Microsoft Dynamics CRM SDK and
  • Deployment Tools

Msxrmtools.com

Create a Record In Microsoft Dynamics CRM Using Early Bound

Create Method

To create a record use IOrganizationService.Create(entitymethod.

Parameters

Name Type Comment
entity Microsoft.Xrm.Sdk.Entity Entity object to create

Output

System.Guid

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

Using Early Bound

Create an instance of an entity type.

Contact contact = new Contact()
{
FirstName = "Charles",
LastName = "Brown",
Address1_Line1 = "123 Main St.",
Address1_City = "Des Moines",
Address1_StateOrProvince = "IA",
Address1_PostalCode = "21254",
new_twittername = "Chuck",
Telephone1 = "123-234-5678"
};

pass it to the create method.

Guid contactId= _service.Create(contact);

 

Following example demonstrates how to create record in Microsoft Dynamics CRM using Early Bound 

C#

using Microsoft.Xrm.Client.Services;
using Microsoft.Xrm.Sdk;
using System;

namespace Msxrmtools
{
class Program
{
static void Main(string[] args)
{
//"connection" = connection string name from config file"
IOrganizationService _service = new OrganizationService("connection");

Contact contact = new Contact()
{
FirstName = "Charles",
LastName = "Brown",
Address1_Line1 = "123 Main St.",
Address1_City = "Des Moines",
Address1_StateOrProvince = "IA",
Address1_PostalCode = "21254",
Telephone1 = "123-234-5678"
};

Guid contactId = _service.Create(contact);

Console.Write(Contact.EntityLogicalName);
Console.Write(contactId);
}
}
}

What's New in CRM 2011 Workflows: Dialogs

Lead Management: Lead To Opportunity Process Ribbon

With the process ribbon, users can follow a step-by-step process to make sure the correct information is gathered for different record types.

Stages and Steps in Lead to Opportunity Process

  • Qualify
    • Existing Account
    • Existing Contact
    • Purchase Timeframe
    • Estimated Budget
    • Purchase Process
    • Identify Decision Maker
    • Capture Summary

Color Grid for Dynamics 365

Color Form for Dynamics 365