Creating a User Adoption Dashboard - Microsoft Dynamics CRM 2011
This video goes through the process of creating a User Adoption Dashboard in Dynamics CRM 2011. The video explains the approach to building a dashboard in CRM 2011 and how the related charts and views make the dashboard present the data that you want.
Invoice Management : Fields on the Invoice Form contd.
Shipping Method: Shipping method for deliveries sent to this address.
Payment Terms: Payment terms to indicate when the customer needs to pay the total amount.
Opportunity: The opportunity that the invoice is related to for reporting and analytics.
Order: The order related to the invoice to make sure the order is fulfilled and invoiced correctly.
Customer: The customer account or contact. This provides a quick link to additional customer details, such as account information, activities, and opportunities.
What are the types of solutions?
Managed and unmanaged solution.
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Microsoft Dynamics CRM Online - Data Duplicate Detection
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Organization Service Context Class in Microsoft Dynamics CRM
OrganizationServiceContext is alternative to OrganizationServiceProxy to connect to Microsoft Dynamics CRM programmatically.
OrganizationServiceContext class can be generated by the code generation tool (CrmSvcUtil.exe).
Advantages of OrganizationServiceContext
It lets you track changes, manage identities and relationships.
Allows LINQ queries against Microsoft Dynamics CRM data.
Tracked changes can be commited in a single request with OrganizationServiceContext.Save method.
Generate OrganizationServiceContext class
To generate this class, provide a value for the /serviceContextName parameter when you generate early bound types.
To instantiate the context class, you must pass the class constructor an object that implements the IOrganizationService interface.
//connection is the connection string name in config file IOrganizationService _service = new OrganizationService("connection");
AdventureWorksCycleServiceContext context = new AdventureWorksCycleServiceContext(_service);
//For early bound types to work correctly, they have to be enabled on the proxy.
AdventureWorksCycleServiceContext context = new AdventureWorksCycleServiceContext(_serviceProxy);
After you create the organization service context object, you can begin to track create, modify, or delete entities. For example, the following code example shows how to instantiate a new contact, and then save it to a Microsoft Dynamics CRM server by using the service context object.