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Microsoft Dynamics CRM 2011: Customisation part 1

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

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.

Administration Introduction (1 of 5): Dynamics CRM 2011

This video provides an overview of data retention capabilities, additional data types and dynamic hyperlinks are available so that administrators can tailor dialogs and workflows to meet specific business requirements. At Training Material Completion you will be able to:

• Recognize the concept of a Multiple Series chart, with visual examples, to compare similar data points (e.g., budget to actual)

• Create charts with multiple series

• Create charts with multiple categories

• Create area charts and stacked charts

CRM 2013 Quick Tip: Add new information quickly through shortcuts in Microsoft Dynamics CRM

Update Record In Microsoft Dynamics CRM Using Early Bound

Update Method

To update record use IOrganizationService.Update(entitymethod.

Parameters

Name Type Comment
entity Microsoft.Xrm.Sdk.Entity Entity object to update

Output

Void

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

Using Early Bound

To update object assign updated values to the fields of object.

//retrieve account to update
Account account = (Account)_service.Retrieve(Account.EntityLogicalName, _accountId, new ColumnSet(true));

//update the values
account.Name = "Update Name";
account.Revenue = new Money(500000);

You can get the object to update multiple ways for ex: using retrieve operation.

Object to update must have Guid in the Id field, when we retrieve object it is already present.

Now pass prepared object to the Update method.

 //pass object to update method
_service.Update(account);

 

Following example demonstarates how to update record in Microsoft Dynamics CRM using early bound

C#

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

namespace Msxrmtools
{
class Program
{
static void Main(string[] args)
{
//"connection" = connection string name from config file"
IOrganizationService _service = new OrganizationService("connection");

//assumed guid of existing account record
Guid _accountId = new Guid("9ec0b0ec-d6c3-4b8d-bd75-435723b49f84");

//retrieve account to update
Account account = (Account)_service.Retrieve(Account.EntityLogicalName, _accountId, new ColumnSet(true));

//update the values
account.Name = "Update Name";
account.Revenue = new Money(500000);

//pass object to update method
_service.Update(account);
}
}
}

 

Connect To Microsoft Dynamics CRM

Microsoft Dynamics CRM can be connected programmatically using following:

 

 

 

Microsoft Dynamics CRM 2013 for Tablets - Customizations

What's New in CRM 2011 Workflows: Dialogs

Microsoft Dynamics CRM Spring '14 Queue Enhancements

What is meant by publisher?

Publisher is used to define the prefix for entity, field, relationship and web resource and order of option set for a solution.

What meant by Queue in CRM

  1. Queue is a central location to monitor the progress, prioritise user work and change status of activities. Or collection of queue items.
  2. It is used to processing sales orders, responding to service calls, pre validation of consumer services, tracking of emails and product information to prospect clients.
  3. The following information pertains to queues:
    1. All customizable entities, business or custom, can be enabled for queues.
    2. A default queue is automatically created for each new user or team.
    3. You can assign and share queues with other users and teams to improve collaboration efforts.
    4. Queues can be enabled for workflows and audit. This helps improve productivity and track the entity and attribute data changes for future analysis and reporting.
    5. A queue contains information about the user who is working on a particular queue item. This helps you manage your resources more efficiently and helps to prevent duplication of work.
    6. A queue can contain multiple entity types, such as tasks, emails, or cases.
    7. A queue is user-owned or team-owned. This provides a high level of security by allowing data access to specified users and teams instead of to the whole organization.