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Microsoft Dynamics CRM Troubleshooting Errors When Viewing Reports

OneNote Integration in CRM Online 2015 Update 1

With Microsoft Dynamics CRM 2015 Update 1 you and your team can stay organized, even on the go, with OneNote notebooks associated to a CRM record. Find out how in this short video. For more information, visit http://www.microsoft.com/en-us/dynamics/crm-customer-center/default.aspx and http://go.microsoft.com/fwlink/?LinkId=394323

Activity Feeds Auto Post Workflow (5 of 5): Dynamics CRM 2011

This snack explains how activity feeds allows users to stay up to date on the CRM records that are most important to them. After you complete this snack you will be able to:

• Install activity feeds

• Configure entities for activity feeds

• Disable activity feeds rules

• Auto post activity feeds

Microsoft Dynamics CRM 2013 Setup and Upgrade New Features - Data Encryption

Microsoft Dynamics CRM 2013 SDK New Features - Client API

Organization Service Context Class in Microsoft Dynamics CRM

OrganizationServiceContext is alternative to OrganizationServiceProxy to connect to Microsoft Dynamics CRM programmatically.

OrganizationServiceContext class can be generated by the code generation tool (CrmSvcUtil.exe).

Advantages of OrganizationServiceContext

  • It lets you track changes, manage identities and relationships.
  • Allows LINQ queries against Microsoft Dynamics CRM data.
  • Tracked changes can be commited in a single request with OrganizationServiceContext.Save method.

Generate OrganizationServiceContext class

To generate this class, provide a value for the /serviceContextName parameter when you generate early bound types.

For On-premises

CrmSvcUtil.exe /url:http://<serverName>/<organizationName>/XRMServices/2011/Organization.svc    /out:<outputFilename>.cs /username:<username> /password:<password> /domain:<domainName>    /namespace:<outputNamespace> /serviceContextName:<serviceContextName>

 

For Microsoft Dynamics CRM Online

CrmSvcUtil.exe /url:https://<organizationUrlName>.api.crm.dynamics.com/XRMServices/2011/Organization.svc    /out:<outputFilename>.cs /username:<username> /password:<password>     /namespace:<outputNamespace> /serviceContextName:<serviceContextName>

Using OrganizationServiceContext class

To instantiate the context class, you must pass the class constructor an object that implements the IOrganizationService interface.

With OrganizationService

//connection is the connection string name in config file
IOrganizationService _service = new OrganizationService("connection"); AdventureWorksCycleServiceContext context = new AdventureWorksCycleServiceContext(_service);

With OrganizationServiceProxy

//For early bound types to work correctly, they have to be enabled on the proxy.
_serviceProxy.EnableProxyTypes();
AdventureWorksCycleServiceContext context = new AdventureWorksCycleServiceContext(_serviceProxy);

After you create the organization service context object, you can begin to track create, modify, or delete entities. For example, the following code example shows how to instantiate a new contact, and then save it to a Microsoft Dynamics CRM server by using the service context object.

//  Create a new contact record;
AdventureWorksCycleServiceContext context = new AdventureWorksCycleServiceContext (_serviceProxy);
Contact contact = new Contact() 
 {
   FirstName = "Pamela",
   LastName = "Brown",
   Address1_Line1 = "123 Easy St.",
   Address1_City = "Atlanta",
   Address1_StateOrProvince = "GA",
   Address1_PostalCode = "32254",
   Telephone1 = "425-555-5678"   };
context.AddObject(contact);
context.SaveChanges();

 

 

Microsoft Dynamics Customer Service Capabilities for Property & Casualty Insurance Companies

This video demonstrates customer service capabilities for property and casualty insurance companies featuring Microsoft Dynamics CRM Online. To be successful, companies must be able to attract and retain customers, improve sales processes and offer consistent experiences. For more information, visit http://dyn.ms/CRMhpYTo.

What is meant by web resources and how it is maintain in CRM?

  1. Is a virtual file that are stored in the Microsoft Dynamics CRM database and that you can retrieve by using a unique URL address.
  2. Used to extend the Microsoft Dynamics CRM web application such as html files, JScript, and Silverlight applications.
  3. Use web resources in form customizations, the SiteMap, or the application ribbon because they can be referenced by using URL syntax.
  4. Are stored in Microsoft Dynamics CRM and are solution components, they can be easily exported and installed to on-premises and online and office outlook online and offline.
  5. Web resources are limited to static files or files that are processed in the browser and not in server like asp.net page.
  6. Web resources are only available by using the Microsoft Dynamics CRM web application security context.
  7. The maximum size of files that can be uploaded is determined by the Organization.MaxUploadFileSize property in system settings and default is : 5 MB.
  8. 10 Types (HTML, CSS, Java script, XML, XAP, XSL stylesheet, image (ico, gif, jpg, png).
  9. References that use the $webresource directive in SiteMap or ribbon commands will establish dependencies.

What's New in CRM 2011 Workflows: Dialogs

Opportunity : Win an Opportunity

To close an opportunity with a status of Won, follow these steps:

  • In the Navigation Bar, click Sales, and in the Sales area, click Opportunities.
  • Select and open an opportunity from the grid and double-click it to open its form.
  • On the Opportunity tab, in the Actions group, click Close as Won.
  • Accept the default values for the Actual Revenue and Close Date fields, and then click OK.
  • Close the Opportunity form by clicking the Close button (x) in the top-right corner

Connect To Microsoft Dynamics CRM

Microsoft Dynamics CRM can be connected programmatically using following:

 

 

 

Color Grid for Dynamics 365

Color Form for Dynamics 365