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Microsoft Dynamics CRM 2011: Customisation part 1

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

Connect To Microsoft Dynamics CRM 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);
}

 

Global Search for Microsoft Dynamics CRM 2011

Update Process Enhancements with Microsoft Dynamics CRM Online 2015 Update

Get the most out of your free 30-day Dynamics CRM trial

Watch this video to get the most out of your free Microsoft Dynamics CRM trial. Invite others and let your team help you evaluate features. Check out the dashboard and get a feel for how things work using sample data or your own. Engage the in-app guidance and follow along as it shows you key capabilities and what to do next. And if you decide to buy there's no need to start over, because all of your work and data is completely and easily transferable.

Working with Connections - Microsoft Dynamics CRM

In this video we review:

  • What connections are
  • How to use connections
  • How to build custom connections

Microsoft Dynamics CRM Sales Process Management

Watch this 7 minute video demonstration to learn how Microsoft Dynamics CRM can streamline, drive and control the complete sales cycle of your business. Contact one of our experts for more information. W: www.pa.com.au E: microsoftinfo@pa.com.au T: 1800 126 499

Order Management : Order Status

  • Open
  • Fullfilled
  • Cancelled

Introduction to Sales Management

The Sales module within Microsoft Dynamics CRM provides a flexible framework for organizations to track, manage, and analyze parts of their sales cycle as well as its overall success.

Creating Role Based Forms - Microsoft Dynamcis CRM 2011

This video provides an overview of how to create a unique and tailored user experience for each type of user that is logging into CRM by creating a separate form for each Record Type in CRM (like Accounts, Contacts, Opportunities etc.)

Difference between GAC, Database and Disk deployments in Microsoft Dynamics CRM

MS CRM Notes


Difference between GAC, Database and Disk deployments

GAC Deployment

  • Plugin assebly registered in GAC
  • Plugins do not backed up with database
  • Plugins cannot be added to the solution
  • Plugins needs IISRESET to refresh
  • Does not support Dynamics CRM online
  • You can refer external DLL assemblies used in Plugin only if they are registered in GAC
DB Deployment

  • Plugin uploaded into the database
  • Plugins backed up with database
  • Plugins can be added to the solution
  • Plugins do not need IISRESET to refresh
  • Supports Dynamics CRM online deployment
  • You can refer external DLL assemblies used in Plugin only if they are registered in GAC
Disk deployments

  • Plugin assembly saved on CRM server hard disk
  • Plugins do not backed up with database
  • Plugins cannot be added to the solution
  • Plugins needs IISRESET to refresh
  • Does not support Dynamics CRM online
  • You can refer external DLL assemblies from the disk and from GAC
Note:
  • With ILMerge external referenced assemblies can be merged together to deploy as a single plugin assemly. This will remove the restriction with Dynamics CRM online deployments, but large assemblies are slow to load.
Misconception:
  • You need to deploy plugin dll on the CRM server to enable remote debugging, but this is not required for database deployment, you will need to put pdb file in C:\Program Files\Microsoft Dynamics CRM\Server\bin\assembly folder on crm server.
Benefits of Database Deployment
  • Only database assemblies can be packaged in solutions
  • Zero service interruption to update a database assembly
  • Simplified organization backup / import.
  • Disk assemblies will not support multiple versions
  • All assemblies consolidated into a single place
  • Sandbox and CRM Online only support database assemblies

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