57 Monday, May 30, 2016 |
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Microsoft Dynamics CRM Troubleshooting Errors When Viewing Reports

Web Services in Microsoft Dynamics CRM

Microsoft Dynamics CRM provides web services that you can use to access data and metadata from your Microsoft Dynamics CRM instance.

Web services available in Microsoft Dynamics CRM are as following:

Usage of the web services in Microsoft Dynamics CRM include:

  • Performing CRUD operations against CRM data
  • Mobile application development
  • Portal development for non-crm users
  • Data Migration
  • Integration between Dynamics CRM and other applications like ERP
  • Custom user interface development for Dynamics CRM

CRM 2011 Dialogs, Data Types and Recursion

It starts with a (very!) brief introduction to CRM 2011 dialog processes, but the most important bit is how to create recursive processes with the Link Child Dialog step.

Microsoft Dynamics CRM 2011: Implementing Claims and IFD: Part 2

This session will cover how to install and configure the ADFS 2.0 server.

Automatically translate knowledge articles

Knowledge Management in Microsoft Dynamics CRM 2016 lets you create knowledge articles in one language and  translate them into other languages. Having your knowledge articles available in the different languages of your user base greatly increases the impact of the knowledge you maintain. In turn, this has a positive impact in driving employee and customer self-service scenarios.

Currently when you translate a knowledge article, CRM copies all the related information like Title, Keywords, Description, and Content into the translated version of the article. For example, when you translate an English article into Spanish, CRM copies the English article content into the Spanish article. At that point, you can manually translate the Spanish version.

Manual translation is expensive

While translating your knowledge base to help your users sounds like a great idea, the cost of translation prevents most companies from making it a reality. Translating content can be a significant investment for small or medium business owners.

Introducing automatic translation

Automatic Translation is a sample solution you can download and configure to enable Knowledge Managers in your organization to author and translate articles using machine translation. The sample solution can be downloaded from the Git repository. In the sample solution, we leverage the power of the Microsoft Translator API. Your Knowledge Managers can instantly make their knowledge available to all your customers in a matter of few clicks. This also drastically reduces your company’s translation cost.

How do I configure the Automatic Translation sample solution?

Download the Automatic Translation sample solution from the Git repository and import the managed solution into your CRM organization. The solution adds a sitemap entry for the AutomaticKMTranslationSetting entity under Service. This helps you manage Automatic Translation-related settings. As part of the initial configuration, you need to enter your Microsoft Translate API ClienID and Client Secret. The plugins use this to translate content with Microsoft Translate API using your subscription.

Please see Signing Up for Microsoft Translator to sign up for the Microsoft Translator API. At this time, you can take advantage of a free 2 million characters per month subscription available to all users.

Currently, the Automatic Translation sample solution persists the Microsoft Translator API key in plain text. You can use the permission model of CRM to restrict access to the , or you can use SQL data encryption options.

To automatically translate knowledge articles when you create a knowledge article translation, make sure that IsAutoTranslationEnabledis set to Yes.

01 - Translate Knowledge Articles


02 - Translate Knowledge Articles


How it works

The sample solution registers the AutoTranslationPlugin for the Create message of the KnowledgeArticle entity. It is a registered pre-operation in the event pipeline in a synchronous execution mode. When you create a knowledge article translation, the plugin is triggered. From the schema model of the KnowledgeArticle entity, the plugin identifies if it is a translation that is being created and from which language it is being translated from. All these details are passed to the Microsoft Translator API. The Microsoft Translator API respects the HTML fragments in your content and only translates the non-HTML content. Currently, the plugin handles the auto translation of the Title, Content, Description, and Keywords fields of the translation that is being created. You can modify the plugin to handle translation of other custom fields that you might be interested in.

On-demand translation

The solution also supports the translation of content on demand. For example, if you have created a Spanish translation for an English article, you can enter English text in the Spanish article to translate it with .

03 - Translate Knowledge Articles

Record Type: Order


  • Represenst a Confirm Order
  • Converts to Invoice

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";


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";


CrmConnection requires following additional assembly to be referenced.


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";


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; 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; 

Activity Feeds Disable Rules (4 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

Opportunity : Opportunity Form Fields contd.

  • Revenue: The method for calculating estimated revenue. If an organization uses automated pricing, select System Calculated. Otherwise, select User provided and then enter an amount under Est. Revenue.
  • Est. Revenue: Estimated revenue for opportunities with products added to them. If you selected User provided, enter an amount in this field. This value appears in the list of opportunities on the main Opportunities page and is used for forecasting.
  • Est. Close Date: The date when the sale is expected to close. This date is used for forecasting.

[Job] - Accenture: Microsoft Dynamics CRM, India


Company: Accenture

Location: Hyderabad

- Job description

"Role:- Developer
Years of experience:- 3 to 4 years
Must to have:-
• Plug-in - custom workflow activities, ribbon customizations, Silverlight, CRM Developer Toolkit
• Exposure to any development framework
• Should be able to create and debug Plugins - Should be able to create and debug Custom Workflow activities
• Should be able to do Ribbon customization - Understanding of Solutions - Understanding of the security in Dynamics CRM
• Should have understanding of using Developer Toolkit for Dynamics CRM
Good to have:
• Strong design and development skills
• Ability to design and develop flows
• Effectively communicates to internal and external stake-holders"

- Basic qualifications

Full Time Graduation

Disassociate Records in Dynamics CRM - Late Bound

Following example demonstrates how to disassociate record in dynamics crm

public static void DisassociateContactsToAccount(EntityReference contact, EntityReference account, IOrganizationService service) {

// Creating EntityReferenceCollection for the Contact
EntityReferenceCollection relatedEntities = new EntityReferenceCollection();

// Add the related entity contact

// Add the Account Contact relationship schema name
Relationship relationship = new Relationship("contact_customer_accounts");

// Disassociate the contact record to Account
service.Disassociate(account.LogicalName, account.Id, relationship, relatedEntities);


Color Grid for Dynamics 365

Color Form for Dynamics 365