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Microsoft Dynamics CRM 2011: Customisation part 1

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

Getting started with Microsoft Dynamics CRM 2013

Create Record In Dynamics CRM - Late Bound

 Following example demonstrates how to create record in dynamics crm using late bound.

Connection string

<connectionStrings>
<add name="connection" connectionString="Url=https://org.crm.dynamics.com; Username=user@org.onmicrosoft.com; Password=password;"/>
</connectionStrings>

 C#

using Microsoft.Xrm.Client.Services;
using Microsoft.Xrm.Sdk;
using System;

namespace CrmSampleCodes
{
class Program
{
static void Main(string[] args)
{
IOrganizationService _service = new OrganizationService("connection");

Entity contact = new Entity("contact");
contact["firstname"] = "Suresh";
contact["lastname"] = "Maurya";

Console.WriteLine("Creating Contact");

Guid contactId = _service.Create(contact);

Console.WriteLine("Contact with guid=" + contactId + " created");
}
}
}

Record Type: Order

Order

  • Represenst a Confirm Order
  • Converts to Invoice

Microsoft Dynamics CRM Online - Guided Processes Demo

Microsoft Dynamics CRM Online helps improve team effectiveness with consistent and streamlined processes. Organizations can create customized automated workflows without the need for expensive or complex application development.

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.
 

 

Microsoft Dynamics CRM 2011: Creating a Planning Activity

Microsoft Dynamics Social Engagement 2015 Update 1 - New Features

Disassociate Records In Microsoft Dynamics CRM Using Early Bound

disassociate Method

To disassocite records in Microsoft Dynamics CRM use IOrganizationService.Associate(entityName, Guid, Relationship, EntityReferenceCollection) method.

Parameters

Name Type Comment
entityname String Entity logical name
guid Guid The ID of the record to which the related records are associated.
relationship Guid The name of the relationship to be used to create the link.
relatedEntities Guid A collection of entity references (references to records) to be associated..

Output

Void

This method is implemented by OrganizationService class and OrganizationServiceContext generated in previous chapter.

Using Early Bound 

Following example demonstarates how to disassociate a contact with three accounts in Microsoft Dynamics CRM using early bound

C#

// Associate the accounts to the contact record.

// Create a collection of the entities that will be 
// associated to the contact.
EntityReferenceCollection relatedEntities = new EntityReferenceCollection();
relatedEntities.Add(new EntityReference(Account.EntityLogicalName, _account1Id));
relatedEntities.Add(new EntityReference(Account.EntityLogicalName, _account2Id));
relatedEntities.Add(new EntityReference(Account.EntityLogicalName, _account3Id));

// Create an object that defines the relationship between the contact and account.
Relationship relationship = new Relationship("account_primary_contact");


//Associate the contact with the 3 accounts.
_service.Associate(Contact.EntityLogicalName, _contactId, relationship,
    relatedEntities);

Console.WriteLine("The entities have been associated.");

//Disassociate the records.
_service.Disassociate(Contact.EntityLogicalName, _contactId, relationship,
    relatedEntities);

Automatic Workflows, Security and Scope: CRM4

Microsoft Dynamics Marketing 2015 Update 1 New Features and Enhancements Training

Color Grid for Dynamics 365

Color Form for Dynamics 365