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

Lead to Opportunity Process Flow

Hierarchical Security Modelling in Microsoft Dynamics CRM 2015

Microsoft Dynamics CRM workflow and async record maintenance

When using Microsoft Dynamics CRM, records created by system processes and workflows can be managed using registry keys and settings to reduce the overall size of the database.

Commonplace Opportunity Customizations:CRM4

Microsoft Dynamics CRM 2011 Solutions Management

Humberto Guadarrama is the Program Manager for the Solutions Management feature area in Microsoft Dynamics CRM 2011. He talks about how developers can now define, transport, deploy, maintain and consume full business applications, built entirely on the Microsoft Dynamics CRM 2011 Solutions Framework, in just hours or days.

Order Management

When customers confirm requests for the product or service, a sales representative can then create an order.

Simplify case resolution with the Dynamics CRM interactive service hub

Pull customer information from one central place to resolve cases quickly with the Dynamics CRM interactive service hub. This video provides an overview of the interactive service hub, and shows how you'll spend less time looking for the information you need to resolve customer issues, and more time focusing on your customers.

Microsoft Dynamics CRM 2011: Implementing Claims and IFD: Part 3

This session will cover how to configure the Dynamics CRM server for Claims-Based Authentication.

Competitors : Create a Competitor

To create a Competitor record, follow these steps:

  • On the Navigation Bar, click Sales and click Competitors.
  • In the Command Bar, click New.
  • In the General section of the form, enter the following information as appropriate and observe any noted restrictions or requirements as needed:
    • Name: 
    • Website
    • Currency 
    • Ticker Symbol
    • Reported Revenue

Retrieve Records In Dynamics CRM Using QueryExpression

Following example demonstrates how to retrive records in dynamics crm using QueryExpression.

Connection string

<connectionStrings>
<add name="connection" connectionString="Url=https://org.crm.dynamics.com; Username=user@org.onmicrosoft.com; Password=password;"/>
</connectionStrings>

 C#

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

namespace CrmSampleCodes
{
class Program
{
static void Main(string[] args)
{
IOrganizationService _service = new OrganizationService("connection");

// Create query using QueryExpression.
QueryExpression queryExpression = new QueryExpression("account");
queryExpression.ColumnSet = new ColumnSet("name", "address1_city", "emailaddress1");

queryExpression.Criteria.AddCondition("address1_city", ConditionOperator.Equal, "Redmond");

// Query passed to service proxy.
EntityCollection retrieved = _service.RetrieveMultiple(queryExpression);

System.Console.WriteLine("Query Using QueryExpression");
System.Console.WriteLine("===============================");

// Iterate through returned collection.
foreach (var c in retrieved.Entities)
{
System.Console.WriteLine("Name: " + c.Attributes["name"]);

if (c.Attributes.Contains("address1_city"))
System.Console.WriteLine("Address: " + c.Attributes["address1_city"]);

if (c.Attributes.Contains("emailaddress1"))
System.Console.WriteLine("E-mail: " + c.Attributes["emailaddress1"]);
}
System.Console.WriteLine("===============================");
}
}
}

Microsoft Dynamics CRM: Importing Leads Dynamics CRM 2011

Color Grid for Dynamics 365

Color Form for Dynamics 365