31 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.

[Job] - Accenture: Microsoft Dynamics CRM, India

Accenture

 

Company: Accenture

Location: Hyderabad, India

- Job description

Role:- Developer
Years of experience:- 3 to 4 years
 
Must to have:-
• Experience with Microsoft CRM 2011 Modules and features related
• Experience with Microsoft CRM 2011 customizations and Configuration [Sitemap, Writing jScripts, Developing/Registering plug-ins, workflows and dialogs, SDK, importing data and CRM Deployment Manager
• Experience with developing and implementing web/windows applications with Microsoft Visual Studio .Net
• Experience with developing XML Web Services and Server components
• Experience in writing oData and Linq
• Identify build or development changes, code and peer reviews and unit testing
• Experienced working on development project Good to have:"

- Basic qualifications

Full Time Graduation

Lead Management: Creating Lead

To create a new Lead and view its properties follow these steps:

  • On the Navigation Bar, click Sales and then click Leads
  • In the Ribbon click New, to open new record.
  • In the Lead form enter following information:
    • Topic
    • First Name
    • Last Name
    • Job Title
    • Company Name
    • Email
    • Mobile Phone
    • Description
  • Click Save
  • Now Lead is created

What is meant or difference between input parameter and output parameter?

The data that is in the request message currently being processed by the event execution pipeline.

The OutputParameters property contains the data that is in the response message, such as a CreateResponse, currently being passed through the event execution pipeline.

Microsoft Dynamics CRM 2015 Cortana Demonstration

Difference between Web API, Organization service and Organization Data service in Microsoft Dynamics CRM

Web API

Web API is introduced with Microsoft Dynamics CRM 2016 and will provide parity with the Organization service.

Key points about Web API:

  • Web API provides parity with Organization service with some limitations.
  •  It implements  OData (Open Data Protocol) version 4.0 which is an open standard for building and consuming RESTful APIs over rich data sources like DOC, HTML and PDF.
  • Because Web API is built on open standards therefore it's no necessary to use Microsoft Dynamics CRM provided libraries, third-party libraries can be used to generate classes. 
  • You can compose own Http requests as well. 
  • Wep API supports wide variety of programming languages (including .Net, C++, Java, JavaScript, Python), platforms and devices as compared to Organization service.
  • Web API will gradually replace Organization service and Organization Data service to become single web service for Microsoft Dynamics CRM.
  • Wep API Request and Response have JSON format, so its very easy to work with Wep API from JavaScript.
  • Authentication is provided by the application itself when used within web resources, form scripts and ribbon commands. 
  • Maximum 5000 records can be return for each request.

Organization Service

Organization service is available since Microsoft Dynamics CRM 2011 and is mainly used for server side development i.e. code running on Microsoft Dynamics CRM server.

Key points about Organization service:

  • Implements IOrganizationService interface.
  • Organization service is also know as SOAP endpoint.
  • Microsoft Dynamics CRM uses Windows Communication Foundation (WCF) to SOAP endpoint.
  • It is the primary web service for accessing data and metadata from Microsoft Dynamics CRM organization.
  • It is built on WCF and optimized for use with the .Net.
  • Organization service request and response has SOAP format.
  • Microsoft Dynamics CRM SDK provides assemblies and tools to generate strongly typed classes and proxies to simplify developement in Microsoft Visual Studio.
  • Maximum 5000 records can be returned in a single query.

Organization Data Service

Organization Data service is available since Microsoft Dynamics CRM 2011 and is mainly used for client side development (code running in browser)  using JavaScript. 

It supports JSON format for request and response which can be easily handled from JavaScript, therefore this is preferred service for client side development.  

Key points about Organization Data service:

  • It is preferred service for client-side development.
  • Organization Data service is also known as "OData" or "REST" endpoint.
  • Microsoft Dynamics CRM uses Windows Communication Foundation (WCF) to provide REST-based service.
  • It supports JSON and ATOM format.
  • Organization Data service can be used within Web resources, form scripts and ribbon commands.
  • Authentication is provided by the application itself, no need to write authentication code.
  • It implements OData v2 standard.
  • It is deprecated with Microsoft Dynamics CRM 2016, Web API should be used to support Microsoft Dynamics CRM 2016 and future versions.
  • It can return maximum 50 records in a single retrieve operation.
  • It is much fatser as comared to Organization service, because less bytes in JSON message in comparison to SOAP message.

 

Process control in Microsoft Dynamics CRM 2011

This demo shows the different ways in which managers can gain greater control of their business processes using Microsoft Dynamics CRM 2011.

 

harePoint 2010 and CRM 2011 Integration - List Component and Contextual Search

It's about two ways of integrating CRM and SharePoint:

  1.  using the CRM 2011 List Component for SharePoint 2010 to get automatic library and folder creation in SP from CRM; and
  2.  Contextual search of SharePoint from CRM records, using JScript and an IFrame.

Product Catalog : Write-in Products

Write-In products are intended for products or services not currently in the product catalog.

Examples:

  • Miscellaneous charges or fees
  • Credits. To enter a credit, add a Write-In line item with a negative number in the Price Per Unit field and a value of 1 in the Quantify field.

Microsoft CRM 2011 -- Building a Dashboard

Lead Management: Qualifying Lead To Opportunity

To qualify a Lead to Opportunity, follow these steps:

  • On the Navigation Bar, click SALES and then click LEADS.
  • In the Leads view, select and open the a lead record.
  • In the Command Bar, click Qualify. If the Duplicate Warning dialog appears, click Continue.