40 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

Dynamics GP and Dynamics CRM 2011 Account and Contact Sync

See how to quickly and easily synchronize your account and contact data between Dynamics CRM and Dynamics GP.

Dynamics CRM 2011 Goal Management: Understanding Goal Criteria

Goal Management is one of the great new features in CRM 2011, but like a lot of great new features...it's got a bit of a learning curve! One question I get a lot is how do goal criteria work, and in particular, when do you need to use a rollup query. That's the topic of this recording.

What is meant by web resources and how it is maintain in CRM?

  1. Is a virtual file that are stored in the Microsoft Dynamics CRM database and that you can retrieve by using a unique URL address.
  2. Used to extend the Microsoft Dynamics CRM web application such as html files, JScript, and Silverlight applications.
  3. Use web resources in form customizations, the SiteMap, or the application ribbon because they can be referenced by using URL syntax.
  4. Are stored in Microsoft Dynamics CRM and are solution components, they can be easily exported and installed to on-premises and online and office outlook online and offline.
  5. Web resources are limited to static files or files that are processed in the browser and not in server like asp.net page.
  6. Web resources are only available by using the Microsoft Dynamics CRM web application security context.
  7. The maximum size of files that can be uploaded is determined by the Organization.MaxUploadFileSize property in system settings and default is : 5 MB.
  8. 10 Types (HTML, CSS, Java script, XML, XAP, XSL stylesheet, image (ico, gif, jpg, png).
  9. References that use the $webresource directive in SiteMap or ribbon commands will establish dependencies.

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 Global Option Sets

If you ever had to manually synch up the values in a similar picklist on two different entity forms in CRM 4.0, you will like global option sets in CRM 2011. If you ever had to do it for three picklists on three entity forms in CRM 4.0 you will LOVE global option sets in CRM 2011.

Microsoft Dynamics CRM 2011: Working with Connections

Introducing the new connection functionalty in Dynamics CRM 2011
 
 

What meant by plugin?

A plug-in is custom business logic that can integrate with Microsoft Dynamics CRM 2011 to modify or augment the standard behaviour of the platform.

Microsoft Dynamics CRM 2011 Outlook Client Installation & Configuration troubleshooting

Difference between Web API, Organization service and Organization Data service in Microsoft Dynamics CRM

Web API

Web API is introduced with Microsoft Dynamics CRM 2016 and will provide parity with the Organization service.

Key points about Web API:

  • Web API provides parity with Organization service with some limitations.
  •  It implements  OData (Open Data Protocol) version 4.0 which is an open standard for building and consuming RESTful APIs over rich data sources like DOC, HTML and PDF.
  • Because Web API is built on open standards therefore it's no necessary to use Microsoft Dynamics CRM provided libraries, third-party libraries can be used to generate classes. 
  • You can compose own Http requests as well. 
  • Wep API supports wide variety of programming languages (including .Net, C++, Java, JavaScript, Python), platforms and devices as compared to Organization service.
  • Web API will gradually replace Organization service and Organization Data service to become single web service for Microsoft Dynamics CRM.
  • Wep API Request and Response have JSON format, so its very easy to work with Wep API from JavaScript.
  • Authentication is provided by the application itself when used within web resources, form scripts and ribbon commands. 
  • Maximum 5000 records can be return for each request.

Organization Service

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.

Organization Data Service

Organization Data service is available since Microsoft Dynamics CRM 2011 and is mainly used for client side development (code running in browser)  using JavaScript. 

It supports JSON format for request and response which can be easily handled from JavaScript, therefore this is preferred service for client side development.  

Key points about Organization Data service:

  • It is preferred service for client-side development.
  • Organization Data service is also known as "OData" or "REST" endpoint.
  • Microsoft Dynamics CRM uses Windows Communication Foundation (WCF) to provide REST-based service.
  • It supports JSON and ATOM format.
  • Organization Data service can be used within Web resources, form scripts and ribbon commands.
  • Authentication is provided by the application itself, no need to write authentication code.
  • It implements OData v2 standard.
  • It is deprecated with Microsoft Dynamics CRM 2016, Web API should be used to support Microsoft Dynamics CRM 2016 and future versions.
  • It can return maximum 50 records in a single retrieve operation.
  • It is much fatser as comared to Organization service, because less bytes in JSON message in comparison to SOAP message.

 

CRM Portals By Microsoft Now Released

The Dynamics CRM Online 2016 Spring Wave is shaping up to be a one of the largest updates to CRM with the inclusion of new application extensions, Project Service, Field Service and CRM Portals. Adoxio is particularly thrilled to see the launch of CRM Portals. Having created the Adxstudio portals product before its sale to Microsoft, we at Adoxio are excited to see how the product has evolved since Microsoft took it over.

The Microsoft team, comprised of several former Adxstudio colleagues, has been hard at work integrating the Adxstudio Portals product directly into the CRM Online experience. The new CRM Portal add-ons available in the Spring Wave are specifically tied with this update to CRM Online, and will not be available to the on premise version of CRM until later this fall. CRM on premise customers can continue to use the latest version of Adxstudio Portals compatible with their CRM version until the self-hosted version of CRM Portals is made available.

For installation and management of CRM Portals, the new Portal add-on management has been integrated directly into the CRM Online Administration Center under the new Applications section. The Applications section makes it easy to add CRM Portals to any CRM Online organization through a completely wizard driven process, no downloads or installers required. Through this process you can enable any of the new CRM Portal templates available as part of the Spring Wave, these include: Custom Portal (also called Starter or Basic), Community Portal, Customer Portal, Partner Portal and an all new Employee Self-Service Portal.

CRM Online Administration Center - Applications

CRM Portals available in the Spring Wave is limited to the Software as a Service (SaaS) version of product and as such the deployment of CRM solutions, portal site data and the portal code are all done as part of the application add-on enablement process. This really removes a lot of the previous barriers there was to self-starting your installation and portal deployment, with a couple of clicks now you can get CRM Portals up and running with a ready to use scalable public facing site.

CRM Portals add-ons are priced with a monthly cost of $500 (USD) per portal per month with the Software as a Service offering. Pricing is based on the number of page views on your portal with the base including 1 million page views and additional purchasable with add-ons at $50 for each additional million page views. Through the application add-on management you may enable multiple portals of various templates from within the same CRM organization. Customers that are using CRM on premise or CRM Online looking at purchasing Adxstudio Portals for self-hosting functionality the licensing costs will remain as they are today. To learn more, further enablement details will be available in a future blog post, Enabling CRM Portal Add-Ons in CRM Online 2016 Spring Wave.

There are some important things to note about this release of CRM Portals.

  • Upgrades from an existing Adxstudio Portals release to CRM Portals v8.1 and running both within the same organization are not currently supported. It is expected that a migration path for existing customers will be available in the fall release of CRM Portals. Until then if you do have an installation of Adxstudio in a CRM Online 2016 Spring Wave organization you can upgrade to the latest version of Adxstudio Portals v7 from the Adxstudio Community site.
  • With CRM Portals, a portal is limited to one language. To support multiple languages you may enable multiple Portal add-ons in any of the 38 support languages. All CRM languages except right to left languages are supported in the Spring Update, and additional Portal add-on costs are required for each language. Existing versions of Adxstudio Portals continue to support multiple languages within the same portal.
  • CRM Portals is currently limited to a Software as a Service (SaaS) solution in the Spring Update and hosting of portal code is done using Azure App Services. Configuration of the App Services cannot be directly accessed but will include all the capabilities of Azure with automatic scaling and redundant failover across multiple data center regions. As this is a SaaS solution the portal source code will not be available for modification with Visual Studio which may limit the ability to customize the portal for specific enterprise needs. All customization must be done using the CRM customizer and CRM Portals configuration options like entity forms, entity lists, liquid templating and the many other native functions of CRM Portals.

Color Grid for Dynamics 365

Color Form for Dynamics 365