39 Wednesday, December 21, 2016 |
Suresh Maurya
Dynamics CRM Consultant at IBM

What is meant by managed properties?

Control whether a solution component is customizable and which specific parts of it can be customized. For example: can be customized is true or false, display name can be modified, new form, new view and new chart.

Microsoft Dynamics CRM 2013 for Tablets - Charts, Search, and Tiles

Process control in Microsoft Dynamics CRM 2011

This demo shows the different ways in which managers can gain greater control of their business processes using Microsoft Dynamics CRM 2011.

 

Retrieve Records In Dynamics CRM Using QueryExpression

Following example demonstrates how to retrive records in dynamics crm using QueryExpression.

Connection string

<connectionStrings>
<add name="connection" connectionString="Url=https://org.crm.dynamics.com; Username=user@org.onmicrosoft.com; Password=password;"/>
</connectionStrings>

 C#

using Microsoft.Xrm.Client.Services;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using System;

namespace CrmSampleCodes
{
class Program
{
static void Main(string[] args)
{
IOrganizationService _service = new OrganizationService("connection");

// Create query using QueryExpression.
QueryExpression queryExpression = new QueryExpression("account");
queryExpression.ColumnSet = new ColumnSet("name", "address1_city", "emailaddress1");

queryExpression.Criteria.AddCondition("address1_city", ConditionOperator.Equal, "Redmond");

// Query passed to service proxy.
EntityCollection retrieved = _service.RetrieveMultiple(queryExpression);

System.Console.WriteLine("Query Using QueryExpression");
System.Console.WriteLine("===============================");

// Iterate through returned collection.
foreach (var c in retrieved.Entities)
{
System.Console.WriteLine("Name: " + c.Attributes["name"]);

if (c.Attributes.Contains("address1_city"))
System.Console.WriteLine("Address: " + c.Attributes["address1_city"]);

if (c.Attributes.Contains("emailaddress1"))
System.Console.WriteLine("E-mail: " + c.Attributes["emailaddress1"]);
}
System.Console.WriteLine("===============================");
}
}
}

Images in Microsoft Dynamics CRM

MS CRM Notes


Images in Microsoft Dynamics CRM

Images in Dynamics CRM are snapshot of record in SQL server, before and after the core system operation.

Pre-Image

Pre-Image, returns the image of the record as is stored in the SQL database before the CRM Platform action has been performed.

Post-Image

Post-Image, returns the image of the record as is stored in the SQL database after the CRM Platform action has been performed.

Message Stage Pre-Image Post-Image
Create PRE No No
Create POST No Yes
Update PRE Yes No
Update POST Yes Yes
Delete PRE Yes No
Delete POST Yes No

Example Usage:

  • Comparison of record before and after the operation to build custom audit functionality.
  • In update operation get value of attributes in plugin which are not changed.
  • To improve performance by avoiding retrieve query to Dynamics CRM.

Msxrmtools.com

How to hide ribbon button?

  1. Create a solution add the entity what you want and export it and extract it xml designer.
  2. Then navigate into the location RibbonDiffXml next add the customaction tag
  3. Then add the <hidecustomaction by specifying the hideactionid and location.

Microsoft Dynamics CRM Online 2015 Update 1 - CRM Online Administration New Features

What is meant by sandbox? How it is differentiate between standard environments?

  1. Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online support the execution of plug-ins in an isolated environment. In this isolated environment, also known as a
  2. Use of the full power of the Microsoft Dynamics CRM SDK to access the web services. Access to the file system, system event log, network, and more is prevented in the sandbox.
  3. It is more secure, supports run-time monitoring and statistics reporting, and is supported on all Microsoft Dynamics CRM deployments.
  4. In registration Sandbox, known as partial trust:
  5. Outside sandbox is full trust: Full trust is supported for on-premise and Internet-Facing Microsoft Dynamics CRM deployments.
  6. Microsoft Dynamics CRM Online deployment, plug-ins must be registered in the sandbox (partial trust) because no full trust run-time environment is supported. Partial trusts are also supported for on-premise deployments.
  7. Sandboxed plug-ins can access the network through the HTTP and HTTPS protocols.
  8. Access to localhost (loopback) is not permitted.
  9. IP addresses cannot be used. Plug-ins must use a named web address that requires DNS name resolution.
  10. Anonymous authentication is supported and recommended.
  11. Full trust is supported for on-premises and internet facing Microsoft Dynamics CRM deployments. For a Microsoft Dynamics CRM Online deployment, plug-ins must be registered in the sandbox (partial trust) where they are isolated as previously described.

Microsoft Dynamics CRM Online - Guided Processes Demo

Microsoft Dynamics CRM Online helps improve team effectiveness with consistent and streamlined processes. Organizations can create customized automated workflows without the need for expensive or complex application development.

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.

Record Type: Sales Literature

Sales Literature

  • Can be used as repository for customer-ready materials.
  • Can be associated with:
    • Products: As Spec Sheets, Marketing flyres
    • Competitors: Do we compete on specific products?
    • Marketing Campaigns: For Special offers, targeted products.
  • In Outlook, can attach and send Sales Literature for tracked emails.

 

Color Grid for Dynamics 365

Color Form for Dynamics 365