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Microsoft Dynamics CRM 2011: Customisation part 1

A look at the new drag & drop feature in Dynamics CRM 2011.

Microsoft Dynamics CRM 2011 - Strategy for Lowering CoGs

Hierarchical Security Modelling in Microsoft Dynamics CRM 2015

Microsoft Dynamics CRM Online 2015 Update 1 - Yammer Integration New Features

Microsoft Dynamics CRM Roadmap.

Learn more about microsoft dynamics crm roadmap.

http://crmroadmap.dynamics.com/

Configurability in Synchronizing Data with Outlook or Exchange in Microsoft Dynamics CRM 2015

Product Catalog : Creating the Product Catalog - Sequence

The following sequence is used by many organizations to configure, maintain and use the product catalog:

  • Set up unit groups: Unit groups contain the units used to sell the products and services by and at what price.
  • Set up products: Create the product and enter core pricing
    information.
  • Set up price lists: Create the price list and the price list items to
    specify the sales price of each packaged version of the product.
  • Use in sales and marketing processes:
  • Discount Lists : are an optional component of the product catalog that can be used to create volume discounts based on the amount of product purchased.

Importing Data into CRM 2011

This video shows an example of importing Accounts and Contacts into CRM 2011. You can easily import records into almost any entity in CRM. You can create templates and use them over and over. But it's really pretty easy to just create them from scratch when you need them. I usually import direct from csv files.
 

 

Microsoft Dynamics CRM 2011: Assigning a User a New Security Role

Rollup and Calculated Fields in Microsoft Dynamics CRM 2015

What are methods in IOrganizationService

  • Use the IOrganizationService.Create method to create an instance (record) of any entity that supports the Create message, including custom entities.
  • Use the IOrganizationService.Retrieve method to retrieve an instance (record) of an entity.
  • Use the IOrganizationService.RetrieveMultiple method to retrieve a collection records. The query can be specified using a query expression or Fetch XML query. If the query includes an aggregate function.
  • Use the IOrganizationService.Update method to update an existing record.
  • Use the IOrganizationService.Delete method to delete an existing record.
  • Use the IOrganizationService.Associate method to create a link between two records that participate in a relationship.
  • Use the IOrganizationService.Disassociate method to delete the link between two records.
  • Use the IOrganizationService.Execute method to execute a message. This includes common processing like create and delete of data records and metadata, or it can be specialized processing such as import or detect duplicates.

Color Grid for Dynamics 365

Color Form for Dynamics 365