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

Lead Management: Disqualifying Lead

To Disqualify a Lead click Disqualify.

The user must select a reason why the lead is being disqualified

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 Information
    • 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.
  • Sales Information
    • 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?

  1. Default solution
  2. Managed and unmanaged solution.

Microsoft Dynamics CRM 2013 Setup and Upgrade New Features - Data Encryption

Dynamics CRM 2011 : Teams, Queues, Sales Literature

Lead Management: Lead To Opportunity Process Ribbon contd.

  • Develop
    • Customer Need
    • Proposed Solution
    • Identify Stakeholders
    • Identify Competitors
  • Propose
    • Identify Sales Team
    • Develop Proposal
    • Complete Internal Review
    • Present Proposal

MS CRM Many-to-Many Relationships of the "Native" Kind : CRM 4

Microsoft Dynamics CRM Online - Data Duplicate Detection

This video will guide you through the data duplicate detection settings available with Microsoft Dynamics CRM Online. We'll walk through creating duplicate detection rules and running duplicate detection jobs.
 

 

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.

For On-premises

CrmSvcUtil.exe /url:http://<serverName>/<organizationName>/XRMServices/2011/Organization.svc    /out:<outputFilename>.cs /username:<username> /password:<password> /domain:<domainName>    /namespace:<outputNamespace> /serviceContextName:<serviceContextName>

 

For Microsoft Dynamics CRM Online

CrmSvcUtil.exe /url:https://<organizationUrlName>.api.crm.dynamics.com/XRMServices/2011/Organization.svc    /out:<outputFilename>.cs /username:<username> /password:<password>     /namespace:<outputNamespace> /serviceContextName:<serviceContextName>

Using OrganizationServiceContext class

To instantiate the context class, you must pass the class constructor an object that implements the IOrganizationService interface.

With OrganizationService

//connection is the connection string name in config file
IOrganizationService _service = new OrganizationService("connection"); AdventureWorksCycleServiceContext context = new AdventureWorksCycleServiceContext(_service);

With OrganizationServiceProxy

//For early bound types to work correctly, they have to be enabled on the proxy.
_serviceProxy.EnableProxyTypes();
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.

//  Create a new contact record;
AdventureWorksCycleServiceContext context = new AdventureWorksCycleServiceContext (_serviceProxy);
Contact contact = new Contact() 
 {
   FirstName = "Pamela",
   LastName = "Brown",
   Address1_Line1 = "123 Easy St.",
   Address1_City = "Atlanta",
   Address1_StateOrProvince = "GA",
   Address1_PostalCode = "32254",
   Telephone1 = "425-555-5678"   };
context.AddObject(contact);
context.SaveChanges();

 

 

Microsoft Dynamics CRM 2013 Customization New Features - Phone Number Format