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

Sales Literature: Create Sales Literature

The Sales Literature area provides a way to add, remove, and manage documents associated with products and services.

To create sales literature in Microsoft Dynamics CRM, follow these steps:

  • On the Navigation Bar, click Sales and then click Sales Literature.
  • In the Command Bar, click New.
  • In the General section of the form, enter the following information as appropriate and observe any noted restrictions or requirements as needed:
    • Title: This is a required field.
    • Subject: Type the subject or click the Lookup button and select the subject. If no subjects are listed, select Default Subject. This is a required field.
    • Type: Select from the drop-down list.
    • Employee contact
    • Expiration Date
    • Description: Type any detailed information that must be highlighted in the sales literature.
  • In the Command Bar click SAVE.

SampleDataImportSteps

Account Management with Custom Activities - Microsoft Dynamics CRM 2011

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

 

Opportunity : Opportunity Form Fields

The opportunity form in Microsoft Dynamics CRM contains the following fields:

  • Topic: The opportunity’s interests. For example, if an existing customer called for details about a product, list the name of the product as the topic.
  • Contact: Lookup for a Contact record associated to the opportunity.
  • Account: Lookup for an Account record associated to the opportunity.
  • Purchase Timeframe: Timeframe for the potential sale of the sales opportunity.
  • Currency: Local currency for the record.
  • Budget Amount: Lead’s potential available budget.
  • Purchase Process: Whether an individual or committee will be involved in the purchase process.
  • Description: Text area for additional information for the opportunity.
  • Price List: The appropriate price list for organizations that use them. 

Microsoft Dynamics CRM 2011 - Strategy for Lowering CoGs

How to rename button in CRM 2011?

  1. Create a solution add the entity what you want and export it and extract it xml designer.
  2. Then navigate into the location RibbonDiffXml next add the customaction tag by specifying id and location and sequence.
  3. Next add button by specifying the id, command, sequence, Alt, label text, image 16 and 32, templatealias, tooltip title and description under the tag CommandUIDefinition>
  4. Next define the template with lable, tooltip text, description.

Images in Microsoft Dynamics CRM

MS CRM Notes


Images in Microsoft Dynamics CRM

Images in Dynamics CRM are snapshot of record in SQL server, before and after the core system operation.

Pre-Image

Pre-Image, returns the image of the record as is stored in the SQL database before the CRM Platform action has been performed.

Post-Image

Post-Image, returns the image of the record as is stored in the SQL database after the CRM Platform action has been performed.

Message Stage Pre-Image Post-Image
Create PRE No No
Create POST No Yes
Update PRE Yes No
Update POST Yes Yes
Delete PRE Yes No
Delete POST Yes No

Example Usage:

  • Comparison of record before and after the operation to build custom audit functionality.
  • In update operation get value of attributes in plugin which are not changed.
  • To improve performance by avoiding retrieve query to Dynamics CRM.

Msxrmtools.com

Introduction to MarketingPilot

Multiple Ways To Connect To Microsoft Dynamics CRM Using Organization Service, Proxy and Context

Microsoft Dynamics CRM can be connected programmatically using following:

  • Organiation Service
  • Organization Service Proxy
  • Organization Service Context 

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);

Using Organization Service Proxy

OrganizationServiceProxy class provides a proxy to connect to Microsoft Dynamics CRM.

Use following constructor to create the proxy.

public OrganizationServiceProxy(
Uri uri,
Uri homeRealmUri,
ClientCredentials clientCredentials,
ClientCredentials deviceCredentials
)
Parameter Description
uri The URI of the organization service.
homeRealmUri

This parameter is set to a non-null value when a second ADFS instance is configured as an identity provider to the ADFS instance that Microsoft Dynamics CRM 2011 has been configured with for claims authentication. The parameter value is the URI of the WS-Trust metadata endpoint of the second ADFS instance.

Pass null in this case

clientCredentials The logon credentials of the client.
deviceCredentials

The Windows Live ID device credentials.

Pass null in this case

Following sample code connects to Microsoft Dynamics CRM using OrganizationServiceProxy

Uri oUri = new Uri("https://yourorg.api.crm5.dynamics.com/XRMServices/2011/Organization.svc");
//** Your client credentials
ClientCredentials clientCredentials = new ClientCredentials();
clientCredentials.UserName.UserName = "YourAccount.onmicrosoft.com";
clientCredentials.UserName.Password = "YourPassword";

//Create your Organization Service Proxy
OrganizationServiceProxy _serviceProxy = new OrganizationServiceProxy( oUri, null, clientCredentials, null);

//** Now simple use Entity and create a sample account
Entity entity = new Entity("account");
entity.Attributes["name"] = "This is my sample account";

//use the service proxy to create the entity object
_serviceProxy.Create(entity);
}

Using Organiation Service Context

OrganizationServiceContext is alternative to OrganizationServiceProxy to connect to Microsoft Dynamics CRM programmatically.

To create OrganizationServiceContext object pass IOrganizationService object to constructor.

IOrganizationService service = new OrganizationService("connection");
OrganizationServiceContext context = new OrganizationServiceContext(service);

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

context.AddObject(entity);
context.SaveChanges();

context.AccountSet.ToList().ForEach(a => Console.WriteLine(a.Name));

OrganizationServiceContext class can be generated by the code generation tool (CrmSvcUtil.exe). 

 

Cloning Records with Custom Relationships and Mapping: CRM4

Color Grid for Dynamics 365

Color Form for Dynamics 365