51 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.

Microsoft Dynamics CRM 2013 Customization New Features - Quick Create Forms

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):


Creating Reports in CRM - Microsoft Dynamics CRM 2011

Microsoft Dynamics CRM 2011 Video: In this video the 4 main ways in which reporting can be done in Microsoft Dynamics CRM 2011 are covered:

  • Advanced Find and Charts
  • Excel Pivot Tables and Worksheets
  • SQL Report Services - Report Wizard
  • CRM Dashboards

Web API in Microsoft Dynamics CRM

Web API is introduced with Microsoft Dynamics CRM 2016 and will provide parity with the Organization service.

Key points about Web API:

  • Web API provides parity with Organization service with some limitations.
  •  It implements  OData (Open Data Protocol) version 4.0 which is an open standard for building and consuming RESTful APIs over rich data sources like DOC, HTML and PDF.
  • Because Web API is built on open standards therefore it's no necessary to use Microsoft Dynamics CRM provided libraries, third-party libraries can be used to generate classes. 
  • You can compose own Http requests as well. 
  • Wep API supports wide variety of programming languages (including .Net, C++, Java, JavaScript, Python), platforms and devices as compared to Organization service.
  • Web API will gradually replace Organization service and Organization Data service to become single web service for Microsoft Dynamics CRM.
  • Wep API Request and Response have JSON format, so its very easy to work with Wep API from JavaScript.
  • Authentication is provided by the application itself when used within web resources, form scripts and ribbon commands. 
  • Maximum 5000 records can be return for each request.

Web API Authentication 

Web API authentication with JavaScript

Authentication to Web API in JavaScript is provided by the application itself when used within

  • HTML web resources
  • Form Scripts
  • Ribbon Commands

you don't need to write code for that.

In each of these cases user is already authenticated and authentication is managed by the application.


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.

Goal Management : Goal Metric

Use Goal Metrics to specify the following basic information:

  • The type of data in which the goal is defined. For example, a sales goal metric is often defined as a "Money" data type.
  • The record type and field for which goal targets are entered and actual and in-progress values are tracked. These are referred to as "Rollup Fields.” A typical goal metric for sales is defined for the Opportunity record type, and defines actual sales as Opportunity records with a status of Won.

Introducing Learning Path for Dynamics CRM

Looking for faster and better ways to onboard and train your teams? With Learning Path, a new Azure service, Microsoft Dynamics CRM delivers contextually-rich training, walkthroughs, videos, and articles right in the app at just the right time. Learning Path presents training tailored for different roles. For example, a salesperson only sees content created for salespeople. Watch this video to see how Learning Path helps people discover new features and become productive quickly.

Microsoft Dynamics CRM Developers help guide


Opportunity :User Provided Pricing

When User Provided is selected, opportunity products and write-in products can still be added, but their pricing is not be used when determining the value of the opportunity.

Core Records in the Sales Process

  • Customers
    • Accounts
    • Contacts
  • Leads
  • Opportunities
  • Quotes
  • Orders
  • Invoices
  • Competitors
  • Sales
  • Literature
  • Product Catalog
  • Currency