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Microsoft Dynamics CRM 2011: Using the Audit tool

Exploring the Microsoft Dynamics CRM 2011 auditing capabilities. How to enable and disable auditing. Tracking changes made to CRM records.

Microsoft Dynamics CRM 2013 SDK New Features - Unsupported Legacy Features

Difference between GAC, Database and Disk deployments in Microsoft Dynamics CRM

MS CRM Notes


Difference between GAC, Database and Disk deployments

GAC Deployment

  • Plugin assebly registered in GAC
  • Plugins do not backed up with database
  • Plugins cannot be added to the solution
  • Plugins needs IISRESET to refresh
  • Does not support Dynamics CRM online
  • You can refer external DLL assemblies used in Plugin only if they are registered in GAC
DB Deployment

  • Plugin uploaded into the database
  • Plugins backed up with database
  • Plugins can be added to the solution
  • Plugins do not need IISRESET to refresh
  • Supports Dynamics CRM online deployment
  • You can refer external DLL assemblies used in Plugin only if they are registered in GAC
Disk deployments

  • Plugin assembly saved on CRM server hard disk
  • Plugins do not backed up with database
  • Plugins cannot be added to the solution
  • Plugins needs IISRESET to refresh
  • Does not support Dynamics CRM online
  • You can refer external DLL assemblies from the disk and from GAC
Note:
  • With ILMerge external referenced assemblies can be merged together to deploy as a single plugin assemly. This will remove the restriction with Dynamics CRM online deployments, but large assemblies are slow to load.
Misconception:
  • You need to deploy plugin dll on the CRM server to enable remote debugging, but this is not required for database deployment, you will need to put pdb file in C:\Program Files\Microsoft Dynamics CRM\Server\bin\assembly folder on crm server.
Benefits of Database Deployment
  • Only database assemblies can be packaged in solutions
  • Zero service interruption to update a database assembly
  • Simplified organization backup / import.
  • Disk assemblies will not support multiple versions
  • All assemblies consolidated into a single place
  • Sandbox and CRM Online only support database assemblies

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Sales Analysis

Microsoft Dynamics CRM provides a number of tools to analyze and report on sales-related information, including the following:

Lists, Views and Charts: Use for specific analysis of information.

Sales Reports: Access a number of readily available reports to help evaluate the efforts of the sales force, including sales history, sales productivity and sales forecasting.

Custom Reports: Create custom reports with the Report Wizard.

Advanced Find: Advanced Find allows users to perform complicated and comprehensive searches for all types of information, including searching for information from different types of records and viewing the combined data. The searches and results can be saved for later use.

Export to Excel: Export information to Microsoft® Office Excel® as static or dynamic worksheets and as dynamic pivot tables, and then use Excel's capabilities to manipulate the data and perform complex analyses.

Charts and Dashboards: Visualize important sales information. Charts present a visual display of information, drawing information from a specific view of a Microsoft Dynamics CRM record type. Dashboards can display one or more charts, for several different record types, and can also combine information from custom HTML pages, external web sites, and other resources.

What's New in CRM 2011 - Dialogs

In the eighth installment of Sonoma Partner's 10-part series, we will highlight a new feature in Microsoft CRM 2011- Dialogs, a visual workflow to guide users to entering CRM data.

Classifying Accounts with Many-to-Many Relationships

Sometimes a single-valued picklist is sufficient to classify records like accounts in Dynamics CRM, but sometimes it's not. In this video I talk about why and how you might want to use many-to-many -- N:N for short -- relationships, and demonstrate how to implement them in Dynamics CRM 2011.

Update a Parent from a Child Record with a Dynamics CRM 2011 Workflow

Rather than make your users open multiple forms to update information, you can use Dynamics CRM 2011 workflows to update information on parent records from a child form. Here's how to do it.

[Job] - Microsoft Dynamics CRM, India

Company: Accenture

Location: Mumbai, India

Job description

Good to have Skills-

  • Strong design and development skills.
  • Ability to design and develop flows.
  • Effectively communicates to internal and external stake-holders.

Minimum qualification : 10+5 years graduation with atleast 2.5 years of relevant experience.


Basic qualifications

Full Time Graduation

Introduction to Microsoft Dynamics Marketing

Opportunity : Opportunity Status

Opportunity records can be closed in one of two ways:

  • Close as Won indicates a successful sale, and changes the status value to Won.
  • Close as Lost indicates a decision not to buy, and changes the status value to Lost.

 

Opportunity records with status values of either Won or Lost are read only. If closed opportunities require changes, they can be reopened.

How to Put a Product Mix on a Dynamics CRM 2011 Dashboard

Learn how to create a product mix graph and place it in your dashboard in Microsoft Dynamics CRM and Dynamics CRM Online.