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

What is meant by publisher?

Publisher is used to define the prefix for entity, field, relationship and web resource and order of option set for a solution.

Microsoft Dynamics CRM Marketing Automation

Watch this 6 minute video demonstration to learn how to drill into campaigns using Microsoft Dynamics CRM. Some examples include tracking campaign responses, planning your activities, assigning them to CRM users and also be able to synchronise these to your Outlook tasks. Contact one of our experts for more information. W: www.pa.com.au E: microsoftinfo@pa.com.au T: 1800 126 499

Upgrading from Microsoft Dynamics CRM 2013 to 2015

Microsoft Dynamics CRM 2015 Features and Functionalities Part 1 of 2 - New and Enhanced Features

[Job] - NIIT: MS Dynamics CRM | India

NIIT Technologies Limited’s logo

Comapny: NIIT Technologies Limited

Location: Gr. Noida, India

 

Job description

Experience: 3 to 5 years
Work location: Gr. Noida

We prefer early joining profiles for this position

  • Minimum of 2 years of MS Dynamics experience.
  • Configure the application to meet a client's requirements using the Microsoft Dynamics CRM Customization Tool, Workflow Tool, SDK/ .Net.
  • Should be able to perform code changes through .Net: C#, ASP.Net, Java Scripts, etc. Should have knowledge of all available tables within Dynamics and how to expand on the table structure to create new entities.
  • Identify creative workarounds to meet requirements with the development of custom code 
  • Understand the functional capabilities and limitations for out of the box functionality as well as custom code
  • Create technical specifications
  • Design and integrate business processes and data flows between CRM applications and other applications.

Should have excellent communication skills

[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

CRM 2011 Relationships and Filtered Lookups

Microsoft Dynamics Crm: Adding A New User

Lead Management: Lead To Opportunity Process Ribbon

With the process ribbon, users can follow a step-by-step process to make sure the correct information is gathered for different record types.

Stages and Steps in Lead to Opportunity Process

  • Qualify
    • Existing Account
    • Existing Contact
    • Purchase Timeframe
    • Estimated Budget
    • Purchase Process
    • Identify Decision Maker
    • Capture Summary

Delete a Record In Microsoft Dynamics CRM Using Early Bound

Delete Method

To delete a record pass entity logical name and record guid to IOrganizationService.Delete(entityname,Guidmethod.

Parameters

Name Type Comment
entityname String Entity logical name
guid Guid Guid of record to delete

Output

Void

This method is implemented by OrganizationService class and OrganizationServiceContext generated in previous chapter.

Using Early Bound

 

Following example demonstarates how to delete a record in Microsoft Dynamics CRM using early bound

C#

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

namespace Msxrmtools
{
class Program
{
static void Main(string[] args)
{
//"connection" = connection string name from config file"
IOrganizationService _service = new OrganizationService("connection");

//assumed guid of existing account record to delete
Guid _accountId = new Guid("9ec0b0ec-d6c3-4b8d-bd75-435723b49f84");

_service.Delete(Account.EntityLogicalName, _accountId);

}
}
}

 

When you go for plug-in and workflow?

  1. Plug-in
    1. Plug-in supports range of SDK messages or can be triggered but workflows are limited to be triggered on record creation, status change, and assignment, attribute change and deletion.
    2. Plug-in can execute synchronously on Pre Validation and Database Transactions.
    3. Needs a synchronous action to happen before or after an event occur.
    4. Needs elevation of privileges (impersonation)
    5. The process/logic may take a long time to complete or will be a persistent process (multiple long running steps).
    6. Better small operations like data lookups, common data operations.
    7. Data validations.
  1. Workflow
    1. Child sub processes will be triggered.
    2. Can run processes manually using run workflow.
    3. Plug-in is not intend to fire or execute logic while timeout or subscription with recursive.

Color Grid for Dynamics 365

Color Form for Dynamics 365