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

Product Catalog : Creating the Product Catalog - Sequence

The following sequence is used by many organizations to configure, maintain and use the product catalog:

  • Set up unit groups: Unit groups contain the units used to sell the products and services by and at what price.
  • Set up products: Create the product and enter core pricing
    information.
  • Set up price lists: Create the price list and the price list items to
    specify the sales price of each packaged version of the product.
  • Use in sales and marketing processes:
  • Discount Lists : are an optional component of the product catalog that can be used to create volume discounts based on the amount of product purchased.

Activity Feeds Overview

Quick overview of activity feeds and social network capabilities within Microsoft Dynamics CRM 2011

Microsoft Dynamics CRM 2013 SDK New Features - Unsupported Legacy Features

Automatically translate knowledge articles

Knowledge Management in Microsoft Dynamics CRM 2016 lets you create knowledge articles in one language and  translate them into other languages. Having your knowledge articles available in the different languages of your user base greatly increases the impact of the knowledge you maintain. In turn, this has a positive impact in driving employee and customer self-service scenarios.

Currently when you translate a knowledge article, CRM copies all the related information like Title, Keywords, Description, and Content into the translated version of the article. For example, when you translate an English article into Spanish, CRM copies the English article content into the Spanish article. At that point, you can manually translate the Spanish version.

Manual translation is expensive

While translating your knowledge base to help your users sounds like a great idea, the cost of translation prevents most companies from making it a reality. Translating content can be a significant investment for small or medium business owners.

Introducing automatic translation

Automatic Translation is a sample solution you can download and configure to enable Knowledge Managers in your organization to author and translate articles using machine translation. The sample solution can be downloaded from the Git repository. In the sample solution, we leverage the power of the Microsoft Translator API. Your Knowledge Managers can instantly make their knowledge available to all your customers in a matter of few clicks. This also drastically reduces your company’s translation cost.

How do I configure the Automatic Translation sample solution?

Download the Automatic Translation sample solution from the Git repository and import the managed solution into your CRM organization. The solution adds a sitemap entry for the AutomaticKMTranslationSetting entity under Service. This helps you manage Automatic Translation-related settings. As part of the initial configuration, you need to enter your Microsoft Translate API ClienID and Client Secret. The plugins use this to translate content with Microsoft Translate API using your subscription.

Please see Signing Up for Microsoft Translator to sign up for the Microsoft Translator API. At this time, you can take advantage of a free 2 million characters per month subscription available to all users.

Currently, the Automatic Translation sample solution persists the Microsoft Translator API key in plain text. You can use the permission model of CRM to restrict access to the , or you can use SQL data encryption options.

To automatically translate knowledge articles when you create a knowledge article translation, make sure that IsAutoTranslationEnabledis set to Yes.

01 - Translate Knowledge Articles

 

02 - Translate Knowledge Articles

 

How it works

The sample solution registers the AutoTranslationPlugin for the Create message of the KnowledgeArticle entity. It is a registered pre-operation in the event pipeline in a synchronous execution mode. When you create a knowledge article translation, the plugin is triggered. From the schema model of the KnowledgeArticle entity, the plugin identifies if it is a translation that is being created and from which language it is being translated from. All these details are passed to the Microsoft Translator API. The Microsoft Translator API respects the HTML fragments in your content and only translates the non-HTML content. Currently, the plugin handles the auto translation of the Title, Content, Description, and Keywords fields of the translation that is being created. You can modify the plugin to handle translation of other custom fields that you might be interested in.

On-demand translation

The solution also supports the translation of content on demand. For example, if you have created a Spanish translation for an English article, you can enter English text in the Spanish article to translate it with .

03 - Translate Knowledge Articles

How Active Directory Authentication Works?

A request to authenticate a user is sent from Microsoft Dynamics CRM or a custom application to Active Directory. The WCF stack manages the authentication process for Microsoft Dynamics CRM SDK API calls from an application, whereas Internet Information Services (IIS) manages authentication for a Web application.

[Job] - Accenture: Microsoft Dynamics CRM, India

Accenture

Company: Accenture

Location: Pune, 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

Organization Service in Microsoft Dynamics CRM

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.

Methods available in Organization service:

  • Create :  Creates record in the organization.
  • Retrieve : Retrieves a single record from the organization.
  • Retrieve Multiple : Retrieves multiple records from the organization.
  • Update : Updates a record in the organization.
  • Delete : Deletes a record in the organization. 
  • Associate : Creates a link between two records.
  • Disassociate : Removes a link between two records.
  • Execute : Executes a requested operation.

Organization service usage:

  • For Accessing data and metadata from Microsoft Dynamics CRM instance.
  • For performing CRUD operations from custom applications, plug-ins and workflows.
  • For integrating Microsoft Dynamics CRM with other applications like ERP.
  • For building custom user interfaces for Dynamics CRM.
  • Portal development
  • Mobile application development for Dynamics CRM

Organization service endpoint URLs

Organization service endpoint URL for Microsoft Dynamics CRM organization can be found at:

 Settings > Customizations > Developer Resources

For Microsoft Dynamics CRM online

https://OrganizationName.api.crm.dynamics.com/XrmServices/2011/Organization.svc (North America)

https://OrganizationName.api.crm4.dynamics.com/XrmServices/2011/Organization.svc (EMEA)

https://OrganizationName.api.crm5.dynamics.com/XrmServices/2011/Organization.svc (APAC)

https://OrganizationName.api.crm2.dynamics.com/XrmServices/2011/Organization.svc (South America)

https://OrganizationName.api.crm6.dynamics.com/XrmServices/2011/Organization.svc (Oceania)

https://OrganizationName.api.crm7.dynamics.com/XrmServices/2011/Organization.svc (Japan)

https://OrganizationName.api.crm8.dynamics.com/XrmServices/2011/Organization.svc (India)

https://OrganizationName.api.crm9.dynamics.com/XrmServices/2011/Organization.svc (North America 2)

For on-premises Microsoft Dynamics CRM

http[s]://ServerName/OrganizationName/XRMServices/2011/Organization.svc 

 

[Job] - Microsoft : PREMIER FIELD ENGINEER - DYNAMICS CRM | United States

Company: Microsoft

Location: United States

This role will require you to accumulate, maintain, and demonstrate technical knowledge of Microsoft Dynamics CRM and related Microsoft products. You will apply this knowledge to each customer through proactive and preventative work to promote organizational health and reduce risk at their site. This role requires the ability to acknowledge opportunities and solve real world customer business problems by leveraging Microsoft Business Solutions Applications and technologies. Strong product knowledge of Microsoft Dynamics CRM is required; communication, and customer relations skills are needed to complement product and technical knowledge.

Minimum Requirements: Solid understanding of client/server, networking, and Internet technologies fundamentals. Candidate must possess strong knowledge and demonstrated technical proficiency in Windows Server and Microsoft client products, SQL Server, and Dynamics CRM. In addition, the successful candidate must possess knowledge of DNS, Exchange Server and Active Directory as it relates to successful implementations of Dynamics CRM. Five or more years of experience in systems development, network operations, and software support or I.T. consulting or five or more year’s industry experience with Microsoft products are required. Effective learning skills, ability to work well in a team environment and strong problem-solving skills are also critical to success in the role.

Goal: To provide high quality technical support reactively and proactively to a designated set of strategic Microsoft customers.

Responsibilities: Primary responsibilities include providing on-site and remote technical support solutions for customer service delivery and availability, while ensuring satisfaction with Microsoft software. The successful candidate will be capable of providing field technical support and proactive service presence for groups in the Microsoft Services organization, including but not limited to Premier and Professional Support, Microsoft Consulting Services, and escalation engineers. The Premier Field Engineer acts as the primary technical contact, providing customer visibility, advanced technical troubleshooting support and problem resolution for corporate customers, including issues escalated to the highest levels of management. The candidate will provide technical support including product technical training onsite, as well as via telephone, and electronic media. Candidate must be able to manage hot issues by setting customer expectations, devising and implementing action plans, and professionally communicating to all parties involved.

Overnight travel may be required. Travel requirements vary regionally and could be in the range of 30-75%. Candidates must possess current passport or be able to obtain passport within 90 days of hire. The candidate should already have current US work authorization and live within US and be willing to relocate if needed.

Qualifications: 4-year technical degree or equivalent work experience, 5+ year’s customer experience. Ideal candidate would have 2+ years of experience with the Microsoft Dynamics CRM product. MCSE strongly preferred, but not required at hire. Candidate must possess the ability to effectively communicate with customer managers and executives on technical and business issues. Strong organization, communication, problem solving, time management, and negotiation skills.

Quote Management

Sales representatives can use quotes to inform potential customers about the products and prices associated with a sales opportunity.

  • Quotes cannot be saved unless a price list is specified.

Microsoft Dynamics CRM: Dynamic Marketing Lists

Microsoft Dynamics CRM 2011: Implementing Claims and IFD: Part 6

This session will cover some common troubleshooting questions related to Claims-Based Authentication and IFD in Microsoft Dynamics CRM.

 

Color Grid for Dynamics 365

Color Form for Dynamics 365