51 Wednesday, January 4, 2017 |
Suresh Maurya
Dynamics CRM Consultant at IBM

Record Type: Invoice


  • Represents a Request For Payment From Customer


Depending on the payment terms, an invoice can be generated from an order after it is fulfilled or when it is placed.

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.


How to rename button in CRM 2011?

  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 by specifying id and location and sequence.
  3. Next add button by specifying the id, command, sequence, Alt, label text, image 16 and 32, templatealias, tooltip title and description under the tag CommandUIDefinition>
  4. Next define the template with lable, tooltip text, description.

How to use the Microsoft Dynamics CRM Training and Adoption Kit

Use the materials in the training and adoption kit for Microsoft Dynamics CRM to customize training content for your organization. For more information about Microsoft Dynamics CRM, visit http://www.microsoft.com/en-us/dynamics/crm-customer-center/default.aspx and http://go.microsoft.com/fwlink/?LinkId=394323.

[Job] - IBM: Package Solution Consultant: MS Dynamics CRM | Egypt

Company: IBM

Location: Cairo, Egypt

This role assists clients in the selection, implementation, and production support of application packaged solutions.  They use in-depth consulting skills, business knowledge, and packaged solution expertise to effectively integrate packaged technology into the clients’ business environment in order to achieve client expected business results. The employee focuses on individual/team/department/ operational objectives.

Required Technical and Professional Expertise:

Professional knowledge related to incumbent's department or function.

Engaged as an independent professional. Ability to articulate and compare alternatives approaches. Negotiate with specified objectives.

Problem Solving:
Recognize problems related to project objectives. Creativity and judgment applied to professional technical, or operational problems. Independently generates solutions, based on analytical skills & business knowledge. Challenge the validity of given procedures and processes to enhance and
improve or develop complementary adjustments /solutions.


Works on special projects, or leads small teams, or manages routine technical/ operational activities or departments (national or international). Understands departmental mission and vision. Provides advice in technical/operational domain of specialization. Generally controls own work priorities and methods requiring tradeoffs.

Preferred Technical and Professional Experience:


Preferred Education:
Bachelor's Degree

Microsoft Dynamics CRM 2013 Customization New Features - Quick Forms

Microsoft Dynamics CRM 2011: Multiple Forms

Demonstration of how to add additional forms for entities in Dynamics CRM 2011


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

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.

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.


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



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


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);



Quick Tips for CRM for Tablets

Color Grid for Dynamics 365

Color Form for Dynamics 365