37 Wednesday, January 4, 2017 |
Suresh Maurya
Dynamics CRM Consultant at IBM

Opportunity : Related Record To Opportunity

  • Products: View existing products that are part of the Opportunity. For example, the customer might be deciding to purchase a Mountain Bike as part of this Opportunity. This would be seen and managed within this section.
  • Activities: View existing activities or create a new activity for the Opportunity record.
  • Documents: Add a document location associated with the Opportunity record by specifying a URL of an existing SharePoint folder.
  • Connections: Add to the record an individual who has a certain role or relationship to the record.
  • Audit History: View the edit history of the Opportunity record. This also captures the date and time of the modification, along with the old and new values of the specified fields.

Activities and Dashboards - Dynamics CRM 2011

The built-in Dynamics CRM 2011 Activities report is a pretty good report. It's even better if exposed on a dashboard, which I show you how to do in this recording, which is an excerpt from the June session of my Dynamics CRM 2011 Essentials series.

CRM 2011 Charts Views and Grids

Dynamics CRM 2011 charts are a great new feature, and one of the best things about them is how they're integrated with data grids and views. "Inline visualization" might sound like a buzzword, but it really does give you more insight into your CRM data, and make things easier to do.

Update a Parent from a Child Record with a Dynamics CRM 2011 Workflow

Rather than make your users open multiple forms to update information, you can use Dynamics CRM 2011 workflows to update information on parent records from a child form. Here's how to do it.

Discovery Web Service in Microsoft Dynamics CRM

Discovery Web Service

The Discovery web service is used to determine the organizations that a user is member of, and provides the Organization service endpoint URL for each of those organizations which is further used to connect to specific organization.

It is required because Microsoft Dynamics CRM is a multi-tenant application i.e. a single deployment can host multiple instances of CRM.

Key points about Discovery service

  • It implements IDiscoveryService interface.
  • It is built on Window Communication Foundation (WCF).
  • It can provide information such as 
    • Organization friendly name
    • URL endpoints
    • Unique id of organization
    • version
    • Unique name
    • Current state (disabled or enabled)

Discovery service usage:

  • To determine the organizations a user is member of in a muti-tenant environment.
  • To determine the endpoint urls of those organizations.
  • In a data center server details of organizations can change because of maintenance or load balancing, therefore hard-coding organization url is removed.

Discovery service endpoint URLs:

The following table lists the Web service URLs for the worldwide Microsoft Dynamics CRM Online data centers.

Location Discovery Web service URL Identity Provider
North America https://dev.crm.dynamics.com/XRMServices/2011/Discovery.svc Microsoft account
  https://disco.crm.dynamics.com/XRMServices/2011/Discovery.svc Microsoft Office 365
North America 2 https://disco.crm9.dynamics.com/XRMServices/2011/Discovery.svc Microsoft Office 365
Europe, Middle East and Africa (EMEA) https://dev.crm4.dynamics.com/XRMServices/2011/Discovery.svc Microsoft account
  https://disco.crm4.dynamics.com/XRMServices/2011/Discovery.svc Microsoft Office 365
Asia Pacific Area (APAC) https://dev.crm5.dynamics.com/XRMServices/2011/Discovery.svc Microsoft account
  https://disco.crm5.dynamics.com/XRMServices/2011/Discovery.svc Microsoft account
Oceania https://disco.crm6.dynamics.com/XRMServices/2011/Discovery.svc Microsoft Office 365
Japan (JPN) https://disco.crm7.dynamics.com/XRMServices/2011/Discovery.svc Microsoft Office 365
South America https://disco.crm2.dynamics.com/XRMServices/2011/Discovery.svc Microsoft Office 365
India (IND) https://disco.crm8.dynamics.com/XRMServices/2011/Discovery.svc Microsoft Office 365

For an Internet-facing deployment (IFD) installation, the Web service URL has the following form:

https://dev.< hostname[:port]>/XRMServices/2011/Discovery.svc

For an on-premises installation, the web service URL has the following form:

http[s]://< hostname[:port]>/XRMServices/2011/Discovery.svc

Dynamics CRM: The Linc Group

The Linc Group is a worldwide building services group that is using a full stack of Microsoft software including Microsoft Dynamics CRM to help their sales and field service teams.

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.

Dynamics CRM 2011 Goals - Sales Goals

This will show you how to create a sales goal suitable for an individual sales rep, and then how to create a team goal. The team goal demo illustrates the important and initially confusing concept of a "Rollup Query".


Microsoft Dynamics CRM 2013 for Tablets - Navigation

Getting started with Microsoft Dynamics CRM 2013

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