46 Thursday, December 22, 2016 |
Suresh Maurya
Dynamics CRM Consultant at IBM

What is difference between early and late binding?

Key difference between early and late binding involves type conversion. Whereas early binding provides compile-time checking of all types so that no implicit casts occur, late binding checks types only when the object is created or an action is performed on the type. The Entity class requires types to be explicitly specified to prevent implicit casts.

Invoice Management : Fields on the Invoice Form contd.

  • Shipping Information
    • Shipping Method: Shipping method for deliveries sent to this address.
    • Payment Terms: Payment terms to indicate when the customer needs to pay the total amount.
  • Sales Information
    • Opportunity: The opportunity that the invoice is related to for reporting and analytics.
    • Order: The order related to the invoice to make sure the order is fulfilled and invoiced correctly.
    • Customer: The customer account or contact. This provides a quick link to additional customer details, such as account information, activities, and opportunities.

Microsoft Dynamics CRM Spring '14 Service Management Overview

Microsoft Dynamics CRM Powers Sales Teams On The Go

Error Handling in Plug-ins

  1. For synchronous plug-ins, the Microsoft Dynamics CRM platform handles exceptions passed back to the platform by displaying an error message in a dialog of the web application user interface.
  2. For asynchronous plug-ins, the exception message is written to a System Job (AsyncOperation) record.
  3. For plug-ins not registered in the sandbox, the exception message (System.Exception.Message) is also written to the Application event log on the server that runs the plug-in.
  4. Sandboxed plug-ins should use tracing.
    1. Tracing is to provide isolated (sandboxed) plug-ins and custom workflow activities with a way to output runtime information when an exception is thrown because isolated plug-ins and custom workflow activities cannot write information to the system event log or the file system.
    2. The tracing service was implemented to provide sandboxed plug-ins and custom workflow activities with a means to output run-time information when an exception is thrown. In addition, tracing is also supported in plug-ins that is not sandboxed.

OneNote Integration in CRM Online 2015 Update 1

With Microsoft Dynamics CRM 2015 Update 1 you and your team can stay organized, even on the go, with OneNote notebooks associated to a CRM record. Find out how in this short video. For more information, visit http://www.microsoft.com/en-us/dynamics/crm-customer-center/default.aspx and http://go.microsoft.com/fwlink/?LinkId=394323

IFD for Microsoft Dynamics CRM 2011

This video covers the end-to-end process for configuring IFD which includes:

  1. Installing AD FS 2.0
  2. 2. Configuring the AD FS 2.0 federation server
  3. 3. Managing certificates
  4. 4. Configuring Dynamics CRM 2011 for claims-based authentication and IFD
  5. 5. Creating the relying party trust for CRM and configuring the claims rules on AD FS 2.0

You can find a white paper covering this information here:

Microsoft TechNet: http://go.microsoft.com/fwlink/?LinkID=212715

Microsoft Download Center: http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=3621

Custom System-to-System Relationships in Dynamics CRM 4

Rollup and Calculated Fields in Microsoft Dynamics CRM 2015

Record Type: Opportunity

Opportunity 

  • Represents a qualified potential sale.
  • Must be attached to Account or Contact record.
  • Have status values of 
    • Open
    • Won
    • Lost

 

A qualified potential sale indicates that the potential customer has been contacted and information has been gathered about interest.

Creating a User Adoption Dashboard - Microsoft Dynamics CRM 2011

This video goes through the process of creating a User Adoption Dashboard in Dynamics CRM 2011. The video explains the approach to building a dashboard in CRM 2011 and how the related charts and views make the dashboard present the data that you want.