How to debug a Sandboxed Plug-in

  1. The Microsoft Dynamics CRM Sandbox Processing Service on the sandbox server.
  2. The sandbox host process monitors the sandbox worker process that is executing the plug-in.
  3. To disable the shutdown feature, set the following registry key to 1 (DWORD):

               HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRM\SandboxDebugPlugins

What's New in CRM 2011 Session 2: Goal Metrics and Goals

What's New in CRM 2011 Workflows: Dialogs

Business "Process" comes in two flavors in CRM 2011: Dialogs and Workflows.

Workflows are essentially the same as in CRM 4.0: they're asynchronous, can be run automatically or on-demand, and so forth. Dialogs are new, and they're different: unlike workflows, dialogs run synchronously, they must be started by a user, and they introduce a real-time user experience.

Microsoft Dynamics CRM 2013 Setup and Upgrade New Features - Data Encryption

Microsoft Dynamics CRM 2011 - Getting online through product and programs

Microsoft Dynamics CRM Tutorials

What is Microsoft Dynamics CRM?

Microsoft Dynamics CRM is a customer relationship management sofware package developed by Microsoft. It has primarily three modules sales, service and marketing.  

Microsoft made Microsoft Dynamics CRM platform highly customizable which allows it to be customized to satisfy different customer needs beyond just CRM.

Microsoft Dynamics CRM comes in three flavours:

  • Online: This is hosted and maintained by Microsoft on their cloud and services are available as subscription.
  • On-Premises: This can be installed on customers premises.
  • Partner Hosted: This is installed on third party infrastructue and services are provided to customers.

Latest version

Microsoft Dynamics CRM 2016 is the latest version, previous versions are: 2015, 2013, 2011, 4.0, 3.0, 1.2, 1.0

Platform

Microsoft Dynamics CRM is built on .Net framework. It can be customized both  at server side and client side. 

Programming language for Microsoft Dynamics CRM:

  • Server Side: .Net (C# or VB)
  • Client Side: JavaScript

Software Development Kit (SDK)

To help customize the Microsoft Dynamics CRM Microsoft releases software development kit (SDK) with each version. This SDK contains assemblies, tools, sample codes and more. You can download it from below links

Administration Audit User Duplicate Detection (5 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

 

Multiple Ways To Connect To Microsoft Dynamics CRM Using Organization Service, Proxy and Context

Microsoft Dynamics CRM can be connected programmatically using following:

  • Organiation Service
  • Organization Service Proxy
  • Organization Service Context 

Using Organization Service

Simplest way of connecting to Microsoft Dynamics CRM is using OrganizationService.

OrganizationService constructor can take connection string or CrmConnection object as parameter.

public OrganizationService(string connectionStringName);
public OrganizationService(CrmConnection connection);

Method 1

Pass the connection string name to constructor.

IOrganizationService service = new OrganizationService("connection");

Entity entity = new Entity("account");
entity.Attributes["name"] = "This is my sample account";

service.Create(entity); 

Method 2

In CrmConnection constructor pass the connection string name, which further should be passed in OrganizationService constructor.

CrmConnection connection = new CrmConnection("connection");
IOrganizationService service = new OrganizationService(connection); //System.configuration

Entity entity = new Entity("account");
entity.Attributes["name"] = "This is my sample account";

service.Create(entity); 

CrmConnection requires following additional assembly to be referenced.

System.configuration 

Method 3

Use CrmConnection.Parse method to create CrmConnection object and pass that to OrganizationService constructor.

string connString="Url=http://crm.contoso.com/xrmContoso; Domain=CONTOSO; Username=jsmith; Password=passcode;";

CrmConnection connection = CrmConnection.Parse(connString);
IOrganizationService service = new OrganizationService(connection); //System.configuration

Entity entity = new Entity("account");
entity.Attributes["name"] = "This is my sample account";

service.Create(entity);

Using Organization Service Proxy

OrganizationServiceProxy class provides a proxy to connect to Microsoft Dynamics CRM.

Use following constructor to create the proxy.

public OrganizationServiceProxy(
Uri uri,
Uri homeRealmUri,
ClientCredentials clientCredentials,
ClientCredentials deviceCredentials
)
Parameter Description
uri The URI of the organization service.
homeRealmUri

This parameter is set to a non-null value when a second ADFS instance is configured as an identity provider to the ADFS instance that Microsoft Dynamics CRM 2011 has been configured with for claims authentication. The parameter value is the URI of the WS-Trust metadata endpoint of the second ADFS instance.

Pass null in this case

clientCredentials The logon credentials of the client.
deviceCredentials

The Windows Live ID device credentials.

Pass null in this case

Following sample code connects to Microsoft Dynamics CRM using OrganizationServiceProxy

Uri oUri = new Uri("https://yourorg.api.crm5.dynamics.com/XRMServices/2011/Organization.svc");
//** Your client credentials
ClientCredentials clientCredentials = new ClientCredentials();
clientCredentials.UserName.UserName = "YourAccount.onmicrosoft.com";
clientCredentials.UserName.Password = "YourPassword";

//Create your Organization Service Proxy
OrganizationServiceProxy _serviceProxy = new OrganizationServiceProxy( oUri, null, clientCredentials, null);

//** Now simple use Entity and create a sample account
Entity entity = new Entity("account");
entity.Attributes["name"] = "This is my sample account";

//use the service proxy to create the entity object
_serviceProxy.Create(entity);
}

Using Organiation 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";

context.AddObject(entity);
context.SaveChanges();

context.AccountSet.ToList().ForEach(a => Console.WriteLine(a.Name));

OrganizationServiceContext class can be generated by the code generation tool (CrmSvcUtil.exe). 

 

Chart Visualization Introduction (1 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

Monitor cases in one place on the Dynamics CRM interactive service hub dashboard

Solve customer issues faster with interactive service hub dashboards. Watch this video to see the two main dashboards in action. The Tier 1 dashboard helps you find your cases and the things you need to do fast. Use visual filters, snapshots, and tiles to decide what you want to see and work on. The Tier 2 dashboard gives team leads and managers a single place to monitor more complex or escalated cases. Interactive service hub dashboards give you everything you need to support many customers and issues from one central location.

Color Grid for Dynamics 365

Color Form for Dynamics 365