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Microsoft Dynamics CRM Troubleshooting Errors When Viewing Reports

CRM Portals By Microsoft Now Released

The Dynamics CRM Online 2016 Spring Wave is shaping up to be a one of the largest updates to CRM with the inclusion of new application extensions, Project Service, Field Service and CRM Portals. Adoxio is particularly thrilled to see the launch of CRM Portals. Having created the Adxstudio portals product before its sale to Microsoft, we at Adoxio are excited to see how the product has evolved since Microsoft took it over.

The Microsoft team, comprised of several former Adxstudio colleagues, has been hard at work integrating the Adxstudio Portals product directly into the CRM Online experience. The new CRM Portal add-ons available in the Spring Wave are specifically tied with this update to CRM Online, and will not be available to the on premise version of CRM until later this fall. CRM on premise customers can continue to use the latest version of Adxstudio Portals compatible with their CRM version until the self-hosted version of CRM Portals is made available.

For installation and management of CRM Portals, the new Portal add-on management has been integrated directly into the CRM Online Administration Center under the new Applications section. The Applications section makes it easy to add CRM Portals to any CRM Online organization through a completely wizard driven process, no downloads or installers required. Through this process you can enable any of the new CRM Portal templates available as part of the Spring Wave, these include: Custom Portal (also called Starter or Basic), Community Portal, Customer Portal, Partner Portal and an all new Employee Self-Service Portal.

CRM Online Administration Center - Applications

CRM Portals available in the Spring Wave is limited to the Software as a Service (SaaS) version of product and as such the deployment of CRM solutions, portal site data and the portal code are all done as part of the application add-on enablement process. This really removes a lot of the previous barriers there was to self-starting your installation and portal deployment, with a couple of clicks now you can get CRM Portals up and running with a ready to use scalable public facing site.

CRM Portals add-ons are priced with a monthly cost of $500 (USD) per portal per month with the Software as a Service offering. Pricing is based on the number of page views on your portal with the base including 1 million page views and additional purchasable with add-ons at $50 for each additional million page views. Through the application add-on management you may enable multiple portals of various templates from within the same CRM organization. Customers that are using CRM on premise or CRM Online looking at purchasing Adxstudio Portals for self-hosting functionality the licensing costs will remain as they are today. To learn more, further enablement details will be available in a future blog post, Enabling CRM Portal Add-Ons in CRM Online 2016 Spring Wave.

There are some important things to note about this release of CRM Portals.

  • Upgrades from an existing Adxstudio Portals release to CRM Portals v8.1 and running both within the same organization are not currently supported. It is expected that a migration path for existing customers will be available in the fall release of CRM Portals. Until then if you do have an installation of Adxstudio in a CRM Online 2016 Spring Wave organization you can upgrade to the latest version of Adxstudio Portals v7 from the Adxstudio Community site.
  • With CRM Portals, a portal is limited to one language. To support multiple languages you may enable multiple Portal add-ons in any of the 38 support languages. All CRM languages except right to left languages are supported in the Spring Update, and additional Portal add-on costs are required for each language. Existing versions of Adxstudio Portals continue to support multiple languages within the same portal.
  • CRM Portals is currently limited to a Software as a Service (SaaS) solution in the Spring Update and hosting of portal code is done using Azure App Services. Configuration of the App Services cannot be directly accessed but will include all the capabilities of Azure with automatic scaling and redundant failover across multiple data center regions. As this is a SaaS solution the portal source code will not be available for modification with Visual Studio which may limit the ability to customize the portal for specific enterprise needs. All customization must be done using the CRM customizer and CRM Portals configuration options like entity forms, entity lists, liquid templating and the many other native functions of CRM Portals.

Web API in Microsoft Dynamics CRM

Web API is introduced with Microsoft Dynamics CRM 2016 and will provide parity with the Organization service.

Key points about Web API:

  • Web API provides parity with Organization service with some limitations.
  •  It implements  OData (Open Data Protocol) version 4.0 which is an open standard for building and consuming RESTful APIs over rich data sources like DOC, HTML and PDF.
  • Because Web API is built on open standards therefore it's no necessary to use Microsoft Dynamics CRM provided libraries, third-party libraries can be used to generate classes. 
  • You can compose own Http requests as well. 
  • Wep API supports wide variety of programming languages (including .Net, C++, Java, JavaScript, Python), platforms and devices as compared to Organization service.
  • Web API will gradually replace Organization service and Organization Data service to become single web service for Microsoft Dynamics CRM.
  • Wep API Request and Response have JSON format, so its very easy to work with Wep API from JavaScript.
  • Authentication is provided by the application itself when used within web resources, form scripts and ribbon commands. 
  • Maximum 5000 records can be return for each request.

Web API Authentication 

Web API authentication with JavaScript

Authentication to Web API in JavaScript is provided by the application itself when used within

  • HTML web resources
  • Form Scripts
  • Ribbon Commands

you don't need to write code for that.

In each of these cases user is already authenticated and authentication is managed by the application.

 

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("===============================");
}
}
}

Sales Literature: Create Sales Literature Attachments

To create a sales literature attachment, follow these steps:

  • On the Navigation Bar, click Sales and then click Sales Literature.
  • In the All Sales Literature view, open an existing Sales Literature record.
  • In the Sales Attachment section of the form, click the Add a Sales Attachment Record button (this appears as a plus symbol (+)).
  • Enter the following information as appropriate, and observe any noted restrictions or requirements as needed :
    • Title: This is a required field. 
    • Author: Type one or more author names into this field.
    • Keywords: List key, searchable words that can be used to help
      find this attachment.
    • Abstract: Type any overview of the document.
    • File Name: Browse to a document that you want to be tied to the Sales Literature record.
  •  In the Command Bar, click Save and Close.

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.

Chart Visualization Multiple Category Charts (4 of 5): Dynamics CRM 2011

This Snack shows how to use chart designer to quickly and efficiently create graphs and charts to monitor business metrics in Microsoft Dynamics CRM 2011 At Training Material Completion After you complete this snack you will be able to:

• Add and delete entities

• Refresh the metadata

• Manage profiles

• Import and export profiles

[Job] - Infosys: Associate Consultant, Microsoft Dynamics CRM - USA

Company: Infosys

Location:Redmond, WA

 

Job Description

Infosys– EASESV - Senior Associate Consultant – MS Dynamics CRM

Are you looking for a change? Do you want to collaborate with some of the best talent in the industry? Are you ready to join a company whose passion is to really make a difference to enterprises, the community and the world? Then you are the one that we are looking for to be part of our growing team.

Wanted: Global Innovators To Help Us Build Tomorrow’s Enterprise

As an Associate Consultant, you will be a key contributor to the consulting team at different phases of the project including discovery, solution generation, design/architecture and the detailing of the overall process. You will be involved in the recommendation, configuration, evaluation and deployment of high-quality solutions that enable our clients to meet the changing needs of the global landscape.

Location for this position is Redmond, WA. This position may require relocation.

U.S. citizens and those authorized to work in the U.S. are encouraged to apply. We are unable to sponsor at this time.

Qualifications

Basic
• Bachelor’s degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education.
• At least 2 years of experience with Information Technology.

Preferred
• At least 1 year of experience in creating requirement specifications based on Architecture/Design /Detailing of Processes
• At least 1 year of experience in Microsoft Dynamics CRM, Marketing, Parature, Social Engagement
• At least 1 year of experience in Development/ Configuration/solutions evaluation and deployment
• At least 1 year of experience in creating requirement specifications based on internal/External consulting, documenting and reviewing Architecture/Design /Detailing of Processes
• Analytical and Communication skills
• Planning and Co-ordination skills
• Experience and desire to work in a management consulting environment that requires regular travel
The job entails sitting as well as working at a computer for extended periods of time. Should be able to communicate by telephone, email or face to face. Travel may be required as per the job requirements.

Microsoft Dynamics CRM 2016 Certifications

Microsoft Dynamics CRM 2016 Certification Exams

Customer self-service with Microsoft Dynamics CRM

Make it easy for customers to solve issues on their own. Provide a customizable online support portal that leverages an organized, searchable knowledge base to deliver real-time updates, consistent answers to service questions and product and service information and documentation. And, with the ability to submit cases directly from the self-service portal, brands can get the right case to the right agent for fast and effective service resolution.

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Color Grid for Dynamics 365

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