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Microsoft Dynamics CRM Spring '14 Overview of Unified Service Desk

CRM for Outlook Configuration in Microsoft Dynamics CRM 2015

Dynamics CRM Security Scenario

Here's a demo of creating a relatively locked-down security role.

Some of the points demonstrated:

  • how the Append and Append To privileges work;
  • what's the difference between user-level Create privilege and higher level Creative privileges;
  • how to configure task privileges (e.g., no exporting to Excel, no bulk edits).

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

Scania benefiting from Microsoft CRM

Microsoft CRM from ConsultCRM gets results: See how this global enterprise achieved 100% growth in sales and fourfold increase in marketing performance.

 

Microsoft Dynamics CRM Spring '14 Overview of Unified Service Desk

Microsoft Dynamics CRM Online 2015 Update 1 - Folder Based Email Tracking New Features

Organization Service in Microsoft Dynamics CRM

Organization service is available since Microsoft Dynamics CRM 2011 and is mainly used for server side development i.e. code running on Microsoft Dynamics CRM server.

Key points about Organization service:

  • Implements IOrganizationService interface.
  • Organization service is also know as SOAP endpoint.
  • Microsoft Dynamics CRM uses Windows Communication Foundation (WCF) to SOAP endpoint.
  • It is the primary web service for accessing data and metadata from Microsoft Dynamics CRM organization.
  • It is built on WCF and optimized for use with the .Net.
  • Organization service request and response has SOAP format.
  • Microsoft Dynamics CRM SDK provides assemblies and tools to generate strongly typed classes and proxies to simplify developement in Microsoft Visual Studio.
  • Maximum 5000 records can be returned in a single query.

Methods available in Organization service:

  • Create :  Creates record in the organization.
  • Retrieve : Retrieves a single record from the organization.
  • Retrieve Multiple : Retrieves multiple records from the organization.
  • Update : Updates a record in the organization.
  • Delete : Deletes a record in the organization. 
  • Associate : Creates a link between two records.
  • Disassociate : Removes a link between two records.
  • Execute : Executes a requested operation.

Organization service usage:

  • For Accessing data and metadata from Microsoft Dynamics CRM instance.
  • For performing CRUD operations from custom applications, plug-ins and workflows.
  • For integrating Microsoft Dynamics CRM with other applications like ERP.
  • For building custom user interfaces for Dynamics CRM.
  • Portal development
  • Mobile application development for Dynamics CRM

Organization service endpoint URLs

Organization service endpoint URL for Microsoft Dynamics CRM organization can be found at:

 Settings > Customizations > Developer Resources

For Microsoft Dynamics CRM online

https://OrganizationName.api.crm.dynamics.com/XrmServices/2011/Organization.svc (North America)

https://OrganizationName.api.crm4.dynamics.com/XrmServices/2011/Organization.svc (EMEA)

https://OrganizationName.api.crm5.dynamics.com/XrmServices/2011/Organization.svc (APAC)

https://OrganizationName.api.crm2.dynamics.com/XrmServices/2011/Organization.svc (South America)

https://OrganizationName.api.crm6.dynamics.com/XrmServices/2011/Organization.svc (Oceania)

https://OrganizationName.api.crm7.dynamics.com/XrmServices/2011/Organization.svc (Japan)

https://OrganizationName.api.crm8.dynamics.com/XrmServices/2011/Organization.svc (India)

https://OrganizationName.api.crm9.dynamics.com/XrmServices/2011/Organization.svc (North America 2)

For on-premises Microsoft Dynamics CRM

http[s]://ServerName/OrganizationName/XRMServices/2011/Organization.svc 

 

Product Catalog : Write-in Products

Write-In products are intended for products or services not currently in the product catalog.

Examples:

  • Miscellaneous charges or fees
  • Credits. To enter a credit, add a Write-In line item with a negative number in the Price Per Unit field and a value of 1 in the Quantify field.

Business Process in Microsoft Dynamics CRM 2015

[Job] - NIIT: MS Dynamics CRM | India

NIIT Technologies Limited’s logo

Comapny: NIIT Technologies Limited

Location: Gr. Noida, India

 

Job description

Experience: 3 to 5 years
Work location: Gr. Noida

We prefer early joining profiles for this position

  • Minimum of 2 years of MS Dynamics experience.
  • Configure the application to meet a client's requirements using the Microsoft Dynamics CRM Customization Tool, Workflow Tool, SDK/ .Net.
  • Should be able to perform code changes through .Net: C#, ASP.Net, Java Scripts, etc. Should have knowledge of all available tables within Dynamics and how to expand on the table structure to create new entities.
  • Identify creative workarounds to meet requirements with the development of custom code 
  • Understand the functional capabilities and limitations for out of the box functionality as well as custom code
  • Create technical specifications
  • Design and integrate business processes and data flows between CRM applications and other applications.

Should have excellent communication skills

Color Grid for Dynamics 365

Color Form for Dynamics 365