Product Taxonomy Administration in Microsoft Dynamic CRM 2015
Customer Driven Updates in CRM Online 2015 Update 1
With Microsoft Dynamics CRM 2015 Update 1 we have made some exciting improvements to customer-driven updates. Watch this video to see the new and improved capabilities for managing updates. For more information, visit http://www.microsoft.com/en-us/dynamics/crm-customer-center/default.aspx and http://go.microsoft.com/fwlink/?LinkId=394323
Dynamics CRM 2011 - What's New Session 1: Workflows
CRM 2011 Workflows -- or "Processes" as they're now called -- are even better than they were in 4.0. One of the biggest improvements is the addition of a "Dialog" category of process, which allows you to create a user experience -- prompts and responses -- as part of an automated process. That's what I focused on in this session. More to come in later sessions!
Microsoft Dynamics CRM 2013 for Tablets - Simple Lists
Microsoft Dynamics CRM 2011: Assigning a User a New Security Role
Administration Introduction (1 of 5): Dynamics CRM 2011
This video provides an overview of data retention capabilities, additional data types and dynamic hyperlinks are available so that administrators can tailor dialogs and workflows to meet specific business requirements. At Training Material Completion you will be able to:
• Recognize the concept of a Multiple Series chart, with visual examples, to compare similar data points (e.g., budget to actual)
• Create charts with multiple series
• Create charts with multiple categories
• Create area charts and stacked charts
Opportunity : Related Record To Opportunity
Products: View existing products that are part of the Opportunity. For example, the customer might be deciding to purchase a Mountain Bike as part of this Opportunity. This would be seen and managed within this section.
Activities: View existing activities or create a new activity for the Opportunity record.
Documents: Add a document location associated with the Opportunity record by specifying a URL of an existing SharePoint folder.
Connections: Add to the record an individual who has a certain role or relationship to the record.
Audit History: View the edit history of the Opportunity record. This also captures the date and time of the modification, along with the old and new values of the specified fields.
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
Connect To Microsoft Dynamics CRM Using Organization Service Context
OrganizationServiceContext is alternative to OrganizationServiceProxy to connect to Microsoft Dynamics CRM programmatically.
To create OrganizationServiceContext object pass IOrganizationService object to constructor.
IOrganizationService service = new OrganizationService("connection"); OrganizationServiceContext context = new OrganizationServiceContext(service);
Entity entity = new Entity("account"); entity.Attributes["name"] = "This is my sample account";