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Folder Level Tracking in CRM Online 2015 Update 1

Tracking email activities is key to successful customer engagement, from sales to service. In this video, we'll walk you through setting up folder level tracking to simplify and automate email tracking, which improves end-user productivity and helps to drive positive customer engagement. For more information, visit http://www.microsoft.com/en-us/dynamics/crm-customer-center/default.aspx and http://go.microsoft.com/fwlink/?LinkId=394323

any-to-Many-Relationships in Dynamics CRM 2011

This video provides an update on how they're handled in CRM 2011, specifically on the so-called "manual" approach to creating them.

Form events in MS CRM?

  • OnLoad Event
    • The OnLoad event occurs after the form has loaded.
    • It cannot prevent the window from loading.
    • Use the OnLoad event to apply logic about how the form should be displayed, to set properties on fields, and interact with other page elements.
  • OnSave Event
    • The OnSave event occurs when:
    • The user clicks the Auto save button button in the lower right corner of the form, even when there is no changed data to be saved.
    • Code executes the Xrm.Page.data.entity.save method, even when there is no changed data to be saved.
    • The user navigates away from the form and there is unsaved data in the form.
    • With auto-save is enabled, 30 seconds after data has changed and there is unsaved data in the form.
    • Code executes the Xrm.Page.data.save method and there is unsaved data in the form.
    • Code executes the Xrm.Page.data.refresh method passing a true value as the first parameter and there is unsaved data in the form.
  • Field OnChange Event
    • The OnChange event occurs when:
    • The data in a form field has changed and focus is lost.
    • Radio buttons or check boxes clicked.
    • Calling Xrm.Page.data.entity attribute.fireOnChange method.
    • The OnChange event does not occur if the field is changed programmatically using the setValue method. If you want call attribute.fireOnChange method.
  • Tab TabStateChange Event
    • The TabStateChange event occurs when the DisplayState of the tab changes due to user interaction or when the setDisplayState method is applied in code.
    • Use this event when you wish to change the src property of an IFRAME within the tab.
    • If you set the IFrame src property in the OnLoad event for an IFRAME within a collapsed tab, the value will be overwritten when the tab is expanded.
  • IFRAME OnReadyStateComplete Event
    • The OnReadyStateComplete event indicates that the content of the IFRAME has loaded and can be accessed in code.
    • Use this event when referencing IFRAME controls within your scripts.
  • Lookup Control PreSearch Event
    • The lookup control has a PreSearch event that occurs just before the control launches a dialog to search for records.
    • There is no UI to set event handlers for this event.
    • You must use the addPreSearch and removePreSearch methods on the lookup control to add or remove event handlers for this event.
  • OnProcessStatusChange Event
    • This event occurs when the status of a process instance changes.
    • Use the Xrm.Page.data.process.addOnProcessStatusChange method to add event handlers for this event
    • and the Xrm.Page.data.process.removeOnProcessStatusChange method to remove them.
  • OnStageChange Event
    • This event occurs when the user clicks the Next Stage or Move to previous stage buttons in the user interface
    • or when a developer uses the Xrm.Page.data.process.moveNext or Xrm.Page.data.process.movePrevious methods.
    • You can’t cancel the stage change using code in a handler for this event.
  • OnStageSelected Event
    • This event occurs when a stage of a business process flow control is selected.
    • You can’t cancel the stage selection using code in a handler for this event.
  • Knowledge Base Search Control Events
    • The knowledge base search control can only be added to forms for organizations that has the knowledge management feature enabled. This control has two events (OnResultOpened and OnSelection) that developers can programmatically assign event handlers to.
  • Subgrid OnLoad event
    • Subgrids load asynchronously from the form so you can’t reliably get access to the data in the subgrid in the form OnLoad event. But you can set an event handler for the OnLoad event of the subgrid.
    • This event will occur each time the data in the grid is refreshed, this includes when users sort the columns of the grid.
  • Editable Grid Events
    • OnRecordSelect
      • The OnRecordSelect event occurs when a single row (record) is selected in the editable grid. This event won't occur if a user selects different cells in the same row, or selects multiple rows.
    • OnChange
      The OnChange event occurs when a value is changed in a cell in the editable grid and the cell loses focus. This event can also occur when an attribute value is updated using the setValue method.
    • OnSave
      • The OnSave event occurs before sending the updated information to the server, and when any of the following occurs:
        There is a change in the record selection.
        The user explicitly triggers a save operation using the editable grid’s save button.
        The user applies a sort, filter, group, pagination, or navigation operation from the editable grid while there are pending changes.

Difference between GAC, Database and Disk deployments in Microsoft Dynamics CRM

MS CRM Notes


Difference between GAC, Database and Disk deployments

GAC Deployment

  • Plugin assebly registered in GAC
  • Plugins do not backed up with database
  • Plugins cannot be added to the solution
  • Plugins needs IISRESET to refresh
  • Does not support Dynamics CRM online
  • You can refer external DLL assemblies used in Plugin only if they are registered in GAC
DB Deployment

  • Plugin uploaded into the database
  • Plugins backed up with database
  • Plugins can be added to the solution
  • Plugins do not need IISRESET to refresh
  • Supports Dynamics CRM online deployment
  • You can refer external DLL assemblies used in Plugin only if they are registered in GAC
Disk deployments

  • Plugin assembly saved on CRM server hard disk
  • Plugins do not backed up with database
  • Plugins cannot be added to the solution
  • Plugins needs IISRESET to refresh
  • Does not support Dynamics CRM online
  • You can refer external DLL assemblies from the disk and from GAC
Note:
  • With ILMerge external referenced assemblies can be merged together to deploy as a single plugin assemly. This will remove the restriction with Dynamics CRM online deployments, but large assemblies are slow to load.
Misconception:
  • You need to deploy plugin dll on the CRM server to enable remote debugging, but this is not required for database deployment, you will need to put pdb file in C:\Program Files\Microsoft Dynamics CRM\Server\bin\assembly folder on crm server.
Benefits of Database Deployment
  • Only database assemblies can be packaged in solutions
  • Zero service interruption to update a database assembly
  • Simplified organization backup / import.
  • Disk assemblies will not support multiple versions
  • All assemblies consolidated into a single place
  • Sandbox and CRM Online only support database assemblies

Msxrmtools.com

Administration Date Time and Lookup DataType (2 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

[Job] - Accenture: Microsoft Dynamics CRM, India

Accenture

Company: Accenture

Location: Mumbai, India

 

 
- 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

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

Microsoft Dynamics CRM 2011: Assigning a User a New Security Role

Microsoft Dynamics CRM Online 2015 Update 1 - Yammer Integration New Features

MS CRM Many-to-Many Relationships of the "Native" Kind : CRM 4

Office 2010 / Microsoft Dynamics CRM Demo -- Coordinating Sales and Customer Support (Part 2 of 2)

In this demonstration, you will see how the user, such as an account manager, can easily access customer information from a central dashboard in SharePoint Server 2010, and also seamlessly access customer data stored in Microsoft Dynamics CRM.