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Visual Approval Workflow in Microsoft Dynamics Marketing

With Microsoft Dynamics Marketing 2015 Update the visual approval workflow provides a flexible, easy to use drag-and drop-area for approvals. Watch this short video to get an idea of how these workflows enable marketers to intuitively mimic internal processes in their Microsoft Dynamics Marketing instance.

How to access the default ribbons?

  1. SDK\Resources\ExportedRibbonXml or
  2. RetrieveApplicationRibbonRequest
    1. This message retrieves the core application ribbons including the entity template.
  3. RetrieveEntityRibbonRequest
    1. This message retrieves the ribbon definition used for a specific entity.

Get the most out of your free 30-day Dynamics CRM trial

Watch this video to get the most out of your free Microsoft Dynamics CRM trial. Invite others and let your team help you evaluate features. Check out the dashboard and get a feel for how things work using sample data or your own. Engage the in-app guidance and follow along as it shows you key capabilities and what to do next. And if you decide to buy there's no need to start over, because all of your work and data is completely and easily transferable.

Difference between Web API, Organization service and Organization Data service in Microsoft Dynamics CRM

Web API

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.

Organization Service

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.

Organization Data Service

Organization Data service is available since Microsoft Dynamics CRM 2011 and is mainly used for client side development (code running in browser)  using JavaScript. 

It supports JSON format for request and response which can be easily handled from JavaScript, therefore this is preferred service for client side development.  

Key points about Organization Data service:

  • It is preferred service for client-side development.
  • Organization Data service is also known as "OData" or "REST" endpoint.
  • Microsoft Dynamics CRM uses Windows Communication Foundation (WCF) to provide REST-based service.
  • It supports JSON and ATOM format.
  • Organization Data service can be used within Web resources, form scripts and ribbon commands.
  • Authentication is provided by the application itself, no need to write authentication code.
  • It implements OData v2 standard.
  • It is deprecated with Microsoft Dynamics CRM 2016, Web API should be used to support Microsoft Dynamics CRM 2016 and future versions.
  • It can return maximum 50 records in a single retrieve operation.
  • It is much fatser as comared to Organization service, because less bytes in JSON message in comparison to SOAP message.

 

[Job] - TCS: Dynamics CRM Developer, India


Company: Tata Consultancy Services

Location: Kolkata, India

 

  

Job Title: Dynamics CRM Developer

Job ID: 89812

Experience Required: 3 - 6 Years

Job Role: Developer

Qualification Required: BACHELOR OF COMPUTER APPLICATION, BACHELOR OF COMPUTER SCIENCE, BACHELOR OF ENGINEERING

Skills Required: Enterprise Solutions and Frameworks - Microsoft Dynamics CRM

Job Description: "Candidate should be extremely sound in Dynamics CRM entities , workflows , configurations , customization development , integrations development • Sound in core NET technology and SSRS • Proficient on CRM Functional areas in Sales Force Automation , Marketing automation and Service management functionality "

Microsoft Dynamics CRM Developers help guide

mydynamicsmscrm.wordpress.com

Associate Records in Dynamics CRM - Late Bound

Following example demonstrates how to associate contact to account in dynamics crm using late bound

public static void AssociateRecord(EntityReference contact, EntityReference account, IOrganizationService service)
{
// Creating EntityReferenceCollection for the Contact
EntityReferenceCollection relatedEntities = new EntityReferenceCollection();

// Add the related entity contact
relatedEntities.Add(contact);

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

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

Microsoft Dynamics CRM: Static Marketing Lists

Lead Management: Disqualifying Lead

To Disqualify a Lead click Disqualify.

The user must select a reason why the lead is being disqualified

What is Impersonation ?

Impersonation is used to execute business logic (custom code) on behalf of a Microsoft Dynamics CRM system user to provide a desired feature or service for that user.

Microsoft Dynamics CRM 2011: Working with Connections

Introducing the new connection functionalty in Dynamics CRM 2011
 
 

Color Grid for Dynamics 365

Color Form for Dynamics 365