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

Record Type: Competitor

Competitors

  • Represents the competitors of the organization.
  • Can be associated with:
    • Products: Which of the organization products do they compete with?
    • Sales Literature:
    • Open Opportunities: Which opportunities is the organization competing on?
    • Lost Opportunities: What can be learned from a loss?

Activities and Dashboards - Dynamics CRM 2011

The built-in Dynamics CRM 2011 Activities report is a pretty good report. It's even better if exposed on a dashboard, which I show you how to do in this recording, which is an excerpt from the June session of my Dynamics CRM 2011 Essentials series.

Top Companies to Work For in 2016

Opportunity : Win an Opportunity

To close an opportunity with a status of Won, follow these steps:

  • In the Navigation Bar, click Sales, and in the Sales area, click Opportunities.
  • Select and open an opportunity from the grid and double-click it to open its form.
  • On the Opportunity tab, in the Actions group, click Close as Won.
  • Accept the default values for the Actual Revenue and Close Date fields, and then click OK.
  • Close the Opportunity form by clicking the Close button (x) in the top-right corner

Microsoft Dynamics CRM 2013 for Tablets

Retrieve a Record In Microsoft Dynamics CRM Using Early Bound

Retrieve Method

To retrieve a single record use IOrganizationService.Retrieve(String, Guid, ColumnSetmethod.

Parameters

Name Type Comment
entityName String Logical name of entity
id Guid Guid of record to retrieve 
columnSet Microsoft.Xrm.Sdk.Query.ColumnSet Columns to retrieve 

Output

Microsoft.Xrm.Sdk.Entity

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

Using Early Bound

All classes in early-bound entity classes (generated in earlier chapter) has a EntityLogicalName property which returns logical name of entity. 

Account.EntityLogicalName

Use this as first parameter in IOrganizationService.Retrieve method. Using Entity.EntityLogicalName avoids any typo error in entity logical name. 

IOrganizationService.Retrieve method returns single Entity record and can be casted to respective strongly type class to have intellisense in Visual Studio.

(Account)_service.Retrieve(Account.EntityLogicalName, _accountId, new ColumnSet(true));

Following example demonstrates how to retrieve a account 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
Guid _accountId = new Guid("9ec0b0ec-d6c3-4b8d-bd75-435723b49f84");

Account account = (Account)_service.Retrieve(Account.EntityLogicalName, _accountId, new ColumnSet(true));

Console.Write(account.Name);
Console.Write(account.Revenue);
}
}
}

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.

[Job] - Accenture: Microsoft Dynamics CRM, India

Accenture

 

Company: Accenture

Location: Hyderabad, India

- Job description

Role:- Developer
Years of experience:- 3 to 4 years
 
Must to have:-
• Experience with Microsoft CRM 2011 Modules and features related
• Experience with Microsoft CRM 2011 customizations and Configuration [Sitemap, Writing jScripts, Developing/Registering plug-ins, workflows and dialogs, SDK, importing data and CRM Deployment Manager
• Experience with developing and implementing web/windows applications with Microsoft Visual Studio .Net
• Experience with developing XML Web Services and Server components
• Experience in writing oData and Linq
• Identify build or development changes, code and peer reviews and unit testing
• Experienced working on development project Good to have:"

- Basic qualifications

Full Time Graduation

Introduction to Sales Management

The Sales module within Microsoft Dynamics CRM provides a flexible framework for organizations to track, manage, and analyze parts of their sales cycle as well as its overall success.

Microsoft Dynamics CRM 2011: Working with Connections

Introducing the new connection functionalty in Dynamics CRM 2011
 
 

Microsoft Dynamics CRM 2013 for Tablets - Navigation

Color Grid for Dynamics 365

Color Form for Dynamics 365