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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.

Disassociate Records In Microsoft Dynamics CRM Using Early Bound

disassociate Method

To disassocite records in Microsoft Dynamics CRM use IOrganizationService.Associate(entityName, Guid, Relationship, EntityReferenceCollection) method.

Parameters

Name Type Comment
entityname String Entity logical name
guid Guid The ID of the record to which the related records are associated.
relationship Guid The name of the relationship to be used to create the link.
relatedEntities Guid A collection of entity references (references to records) to be associated..

Output

Void

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

Using Early Bound 

Following example demonstarates how to disassociate a contact with three accounts in Microsoft Dynamics CRM using early bound

C#

// Associate the accounts to the contact record.

// Create a collection of the entities that will be 
// associated to the contact.
EntityReferenceCollection relatedEntities = new EntityReferenceCollection();
relatedEntities.Add(new EntityReference(Account.EntityLogicalName, _account1Id));
relatedEntities.Add(new EntityReference(Account.EntityLogicalName, _account2Id));
relatedEntities.Add(new EntityReference(Account.EntityLogicalName, _account3Id));

// Create an object that defines the relationship between the contact and account.
Relationship relationship = new Relationship("account_primary_contact");


//Associate the contact with the 3 accounts.
_service.Associate(Contact.EntityLogicalName, _contactId, relationship,
    relatedEntities);

Console.WriteLine("The entities have been associated.");

//Disassociate the records.
_service.Disassociate(Contact.EntityLogicalName, _contactId, relationship,
    relatedEntities);

Dynamics GP - MSFT Dynamics CRM Adapter

http://www.microsoft.com/erp : By utilizing the Microsoft Dynamics CRM Adapter Service, you can synchronize changes made in Dynamics CRM with other Microsoft Dynamics ERP solutions, such as Dynamics GP.

What are the types of solutions?

  1. Default solution
  2. Managed and unmanaged solution.

[Job] - Microsoft : PREMIER FIELD ENGINEER - DYNAMICS CRM | United States

Company: Microsoft

Location: United States

This role will require you to accumulate, maintain, and demonstrate technical knowledge of Microsoft Dynamics CRM and related Microsoft products. You will apply this knowledge to each customer through proactive and preventative work to promote organizational health and reduce risk at their site. This role requires the ability to acknowledge opportunities and solve real world customer business problems by leveraging Microsoft Business Solutions Applications and technologies. Strong product knowledge of Microsoft Dynamics CRM is required; communication, and customer relations skills are needed to complement product and technical knowledge.

Minimum Requirements: Solid understanding of client/server, networking, and Internet technologies fundamentals. Candidate must possess strong knowledge and demonstrated technical proficiency in Windows Server and Microsoft client products, SQL Server, and Dynamics CRM. In addition, the successful candidate must possess knowledge of DNS, Exchange Server and Active Directory as it relates to successful implementations of Dynamics CRM. Five or more years of experience in systems development, network operations, and software support or I.T. consulting or five or more year’s industry experience with Microsoft products are required. Effective learning skills, ability to work well in a team environment and strong problem-solving skills are also critical to success in the role.

Goal: To provide high quality technical support reactively and proactively to a designated set of strategic Microsoft customers.

Responsibilities: Primary responsibilities include providing on-site and remote technical support solutions for customer service delivery and availability, while ensuring satisfaction with Microsoft software. The successful candidate will be capable of providing field technical support and proactive service presence for groups in the Microsoft Services organization, including but not limited to Premier and Professional Support, Microsoft Consulting Services, and escalation engineers. The Premier Field Engineer acts as the primary technical contact, providing customer visibility, advanced technical troubleshooting support and problem resolution for corporate customers, including issues escalated to the highest levels of management. The candidate will provide technical support including product technical training onsite, as well as via telephone, and electronic media. Candidate must be able to manage hot issues by setting customer expectations, devising and implementing action plans, and professionally communicating to all parties involved.

Overnight travel may be required. Travel requirements vary regionally and could be in the range of 30-75%. Candidates must possess current passport or be able to obtain passport within 90 days of hire. The candidate should already have current US work authorization and live within US and be willing to relocate if needed.

Qualifications: 4-year technical degree or equivalent work experience, 5+ year’s customer experience. Ideal candidate would have 2+ years of experience with the Microsoft Dynamics CRM product. MCSE strongly preferred, but not required at hire. Candidate must possess the ability to effectively communicate with customer managers and executives on technical and business issues. Strong organization, communication, problem solving, time management, and negotiation skills.

Microsoft Dynamics CRM 2013 for Tablets - Customizations

Using Power BI with Microsoft Dynamic CRM 2015

Learn how Power BI (Business Intelligence) combines the power of Excel and Outlook 365 with Microsoft Dynamics CRM 2015 to become a great platform for data analysis and visualization.

Microsoft Dynamics CRM Online 2015 Update 1 - CRM SDK New Features

Organization Service in Microsoft Dynamics CRM

Organization service is available since Microsoft Dynamics CRM 2011 and is mainly used for server side development i.e. code running on Microsoft Dynamics CRM server.

Key points about Organization service:

  • Implements IOrganizationService interface.
  • Organization service is also know as SOAP endpoint.
  • Microsoft Dynamics CRM uses Windows Communication Foundation (WCF) to SOAP endpoint.
  • It is the primary web service for accessing data and metadata from Microsoft Dynamics CRM organization.
  • It is built on WCF and optimized for use with the .Net.
  • Organization service request and response has SOAP format.
  • Microsoft Dynamics CRM SDK provides assemblies and tools to generate strongly typed classes and proxies to simplify developement in Microsoft Visual Studio.
  • Maximum 5000 records can be returned in a single query.

Methods available in Organization service:

  • Create :  Creates record in the organization.
  • Retrieve : Retrieves a single record from the organization.
  • Retrieve Multiple : Retrieves multiple records from the organization.
  • Update : Updates a record in the organization.
  • Delete : Deletes a record in the organization. 
  • Associate : Creates a link between two records.
  • Disassociate : Removes a link between two records.
  • Execute : Executes a requested operation.

Organization service usage:

  • For Accessing data and metadata from Microsoft Dynamics CRM instance.
  • For performing CRUD operations from custom applications, plug-ins and workflows.
  • For integrating Microsoft Dynamics CRM with other applications like ERP.
  • For building custom user interfaces for Dynamics CRM.
  • Portal development
  • Mobile application development for Dynamics CRM

Organization service endpoint URLs

Organization service endpoint URL for Microsoft Dynamics CRM organization can be found at:

 Settings > Customizations > Developer Resources

For Microsoft Dynamics CRM online

https://OrganizationName.api.crm.dynamics.com/XrmServices/2011/Organization.svc (North America)

https://OrganizationName.api.crm4.dynamics.com/XrmServices/2011/Organization.svc (EMEA)

https://OrganizationName.api.crm5.dynamics.com/XrmServices/2011/Organization.svc (APAC)

https://OrganizationName.api.crm2.dynamics.com/XrmServices/2011/Organization.svc (South America)

https://OrganizationName.api.crm6.dynamics.com/XrmServices/2011/Organization.svc (Oceania)

https://OrganizationName.api.crm7.dynamics.com/XrmServices/2011/Organization.svc (Japan)

https://OrganizationName.api.crm8.dynamics.com/XrmServices/2011/Organization.svc (India)

https://OrganizationName.api.crm9.dynamics.com/XrmServices/2011/Organization.svc (North America 2)

For on-premises Microsoft Dynamics CRM

http[s]://ServerName/OrganizationName/XRMServices/2011/Organization.svc 

 

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.

 

[Job] - IBM:Package Solution Consultant: MS Dynamics AX | India

 

Comapny: IBM

Location: Bangalore, Gurgaon, Kolkata, Pune, Hyderabad | India 

Package Solution Consultant: MS Dynamics AX

Roles & Responsibilities -

•Using Dynamics AX develop and to customize the product and create reports as per the users business requirements

•Configuration and Installation required for AX and SQL mapping with AX.

•Implement Data Migration and Integration for using AX tools

•Provide technical expertise for Dynamics AX and MS development technologies and environment

•Work with AX Technical / functional team and Clients IT team to achieve the common goal of a successful implementation.

•Integration of Axapta with other products and localization for North America and European Countries.

•Basic Estimation, Design, Development, Testing, Maintenance, Optimization

Required:

• Dynamics AX Technical Consultant - 3 years

• Must have around 3+ years of exposure in AX

• Must have sufficient exposure to RTC which is present in NAV'2009

*Total work experience - 4-8 YearsLocation : Bangalore / Chennai / Hyderabad / Pune / Mumbai / Gurgaon / Kolkata

Required Technical and Professional Expertise:
Package Solution Consultant: MS Dynamics AX

Roles & Responsibilities -

•Using Dynamics AX develop and to customize the product and create reports as per the users business requirements

•Configuration and Installation required for AX and SQL mapping with AX.

Preferred Technical and Professional Experience:

•Implement Data Migration and Integration for using AX tools

•Provide technical expertise for Dynamics AX and MS development technologies and environment

•Work with AX Technical / functional team and Clients IT team to achieve the common goal of a successful implementation.

•Integration of Axapta with other products and localization for North America and European Countries.

•Basic Estimation, Design, Development, Testing, Maintenance, Optimization Required

Preferred Education:
Bachelor's Degree

 

Color Grid for Dynamics 365

Color Form for Dynamics 365