44 Saturday, May 28, 2016 |
Msxrmtools Publisher
Publisher at Msxrmtools

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.

CRM 2011 Relationships and Filtered Lookups

Opportunity : Resolution Activities

When an opportunity is either won or lost, a special type of activity is generated called a Resolution Activity.

Users can open these activities and see information regarding

  • when the activity took place,
  • the actual sales value,
  • why they might have lost an opportunity,
  • or the competitor to whom it was lost.

Editing Dynamics CRM data in Excel

What is Plugin Profiler?

Plug-in Profiler is a tool that profiles the execution of plug-ins for an enhanced debugging experience in Microsoft Visual Studio. Thistool can be used in either the debug or replay mode.

  1. This can be run from the Command Prompt window or from within the Plug-in Registration tool, makes developing plug-ins against Microsoft Dynamics CRM and Microsoft Dynamics CRM Online quicker and easier.
  2. In the tool's main window, select Install Profiler. You will now see a Plug-in Profiler node in the list.
  3. Select a plug-in step and click Profile to enable profiling.
  4. Perform the operation in Microsoft Dynamics CRM that causes the plug-in to run. For example, if the step is configured for an update to an account, then update an account.
  5. After the plug-in throws an exception and the Business Process Error dialog is displayed, click Download Log File and save this file. Alternately, if the plug-in does not throw an exception, click Stop Profiling.

Connect To Microsoft Dynamics CRM Using Organization Service

Simplest way of connecting to Microsoft Dynamics CRM is using OrganizationService.

OrganizationService constructor can take connection string or CrmConnection object as parameter.

public OrganizationService(string connectionStringName);
public OrganizationService(CrmConnection connection);

Method 1

Pass the connection string name to constructor.

IOrganizationService service = new OrganizationService("connection");

Entity entity = new Entity("account");
entity.Attributes["name"] = "This is my sample account";

service.Create(entity); 

Method 2

In CrmConnection constructor pass the connection string name, which further should be passed in OrganizationService constructor.

CrmConnection connection = new CrmConnection("connection");
IOrganizationService service = new OrganizationService(connection); //System.configuration

Entity entity = new Entity("account");
entity.Attributes["name"] = "This is my sample account";

service.Create(entity); 

CrmConnection requires following additional assembly to be referenced.

System.configuration 

Method 3

Use CrmConnection.Parse method to create CrmConnection object and pass that to OrganizationService constructor.

string connString="Url=http://crm.contoso.com/xrmContoso; Domain=CONTOSO; Username=jsmith; Password=passcode;";

CrmConnection connection = CrmConnection.Parse(connString);
IOrganizationService service = new OrganizationService(connection); //System.configuration

Entity entity = new Entity("account");
entity.Attributes["name"] = "This is my sample account";

service.Create(entity);

Connection String Examples

Using integrated on-premises authentication.

Url=http://crm.contoso.com/xrmContoso;

Using Active Directory authentication. 

Url=http://crm.contoso.com/xrmContoso; Domain=CONTOSO; Username=jsmith; Password=passcode

Using Microsoft account to connect to Microsoft Dynamics CRM Online.

Url=https://contoso.crm.dynamics.com; Username=jsmith@live-int.com; Password=passcode; DeviceID=contoso-ba9f6b7b2e6d; DevicePassword=passcode

Using Microsoft Online Services to connect to Microsoft Dynamics CRM Online.

Url=https://contoso.crm.dynamics.com; Username=jsmith@contoso.onmicrosoft.com; Password=passcode; 

Getting started with Microsoft Dynamics CRM 2013

Goal Management

Goal management allows organizations to track individual, team, and organizational progress toward specific goals.

Goal Management feature is provided using two record types:

  • Goal Metric 
  • Goal

 

Order Management : Order Status

  • Open
  • Fullfilled
  • Cancelled

Cloning Records with Custom Relationships and Mapping: CRM4

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.