52 Saturday, May 28, 2016 |
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Microsoft Dynamics CRM 2011: Customisation part 1

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

Dynamic Queries in CRM 2011 Dialogs

One of the things you can do with the user interface options available in CRM 2011 dialogs is to give users the option of querying CRM data. You can also create "dynamic queries": queries that use as input values selected from a previous query.

These are a little tricky to create, so in case I forgot how to build them before my new book comes out, I thought I better record this!

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

Opportunity : System Calculated Pricing

If System Calculated is selected, an Opportunity record can be saved without specifying a price list.


However, Opportunity Products cannot be added to an opportunity (in the Line Items section of the form) without first specifying the price list. And since the Est. Revenue field is calculated as the total of all opportunity product records for the opportunity, opportunity products must be added in order to reflect a value in the Est. Revenue field.

Manage your field service workforce with Dynamics CRM

Watch this video to learn what field service capabilities for Microsoft Dynamics CRM can do for your organization. Field service capabilties are now built in to CRM. We’ll show you how field service delivers advanced scheduling, inventory tracking, and asset management for service depots. And how it helps highly mobile, in-field specialists fulfill work orders and provide preventive maintenance across multiple sites under complex service agreements.

Microsoft Dynamics CRM 2013 Customization New Features - Business Rules

What's New in Microsoft Dynamics CRM 2011

Watch this video to get a better understanding of the changes in the new version of Microsoft Dynamics CRM Online to help you prepare for your upgrade.

Office 2010 / Microsoft Dynamics CRM Demo -- Rapid RFP Response Features (Part 1 of 2)

Office 14 / Microsoft Dynamics CRM Demo -- Rapid RFP Response Features In this demonstration, you will see how combining Microsoft Dynamics CRM with Microsoft Office 2010 and Microsoft SharePoint Server 2010 can help you to increase the velocity of your key business processes.

Sales Literature: Create Sales Literature Attachments

To create a sales literature attachment, follow these steps:

  • On the Navigation Bar, click Sales and then click Sales Literature.
  • In the All Sales Literature view, open an existing Sales Literature record.
  • In the Sales Attachment section of the form, click the Add a Sales Attachment Record button (this appears as a plus symbol (+)).
  • Enter the following information as appropriate, and observe any noted restrictions or requirements as needed :
    • Title: This is a required field. 
    • Author: Type one or more author names into this field.
    • Keywords: List key, searchable words that can be used to help
      find this attachment.
    • Abstract: Type any overview of the document.
    • File Name: Browse to a document that you want to be tied to the Sales Literature record.
  •  In the Command Bar, click Save and Close.

Retrieve Records In Dynamics CRM Using FetchXML

Following example demonstrates how to retrieve records in dynamics crm using FetchXML.

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 Microsoft.Xrm.Sdk.Query;
using System;

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

// Create query using FetchXML.
string fetch = @"
<fetch mapping='logical'>
<entity name='account'>
<attribute name='accountid'/>
<attribute name='name'/>
</entity>
</fetch>";

EntityCollection retrieved = _service.RetrieveMultiple(new FetchExpression(fetch));
System.Console.WriteLine("Query Using FetchExpression");
System.Console.WriteLine("===============================");

// Iterate through returned collection.
foreach (var c in retrieved.Entities)
{
System.Console.WriteLine("Name: " + c.Attributes["name"]);
}
System.Console.WriteLine("===============================");
}
}
}

Dynamics CRM 2011 - What's New Session 1: Workflows

CRM 2011 Workflows -- or "Processes" as they're now called -- are even better than they were in 4.0. One of the biggest improvements is the addition of a "Dialog" category of process, which allows you to create a user experience -- prompts and responses -- as part of an automated process. That's what I focused on in this session. More to come in later sessions!

Color Grid for Dynamics 365

Color Form for Dynamics 365