1531 Wednesday, July 26, 2017 |
Suresh Maurya
Dynamics CRM Consultant at IBM

FREE - 12 Azure eBooks Collection

Introducing Windows Azure™ for IT Professionals

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Microsoft Azure Essentials Azure Automation

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Microsoft Azure Essentials Azure Machine Learning

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Microsoft Azure Essentials Fundamentals of Azure

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Microsoft Azure Essentials Fundamentals of Azure, Second Edition

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Microsoft Azure Essentials Fundamentals of Azure, Second Edition Mobile

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Microsoft Azure Essentials Migrating SQL Server Databases to Azure – Mobile

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Microsoft Azure Essentials Migrating SQL Server Databases to Azure 8.5X11

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Microsoft Azure ExpressRoute Guide

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Overview of Azure Active Directory

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Rapid Deployment Guide For Azure Rights Management

 

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Rethinking Enterprise Storage: A Hybrid Cloud Model

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Suresh Maurya
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Creating Workflows - Microsoft Dynamics CRM 2011

This CRM 2011 video goes through how to create 2 workflows:

  1. Notification when an opportunity hits the proposal stage in the sales cycle AND it is above $250K
  2. Updating the Account to Relationship Type = Client when an Opportunity is WON.

Add Marketing Capabilities - Microsoft Dynamics CRM 2011

In this video we review:

  • Marketing Lists
  • Campaigns
  • Quick Campaigns

We also give some recommendations on how you can easily phase marketing capabilities into your current CRM implementation.

Partner Landscape Overview: Microsoft Dynamics CRM 2011

A 30 second overview of the partner opportunities with Microsoft Dynamics CRM.

What is Impersonation ?

Impersonation is used to execute business logic (custom code) on behalf of a Microsoft Dynamics CRM system user to provide a desired feature or service for that user.

Retrieve Records In Dynamics CRM Using QueryExpression

Following example demonstrates how to retrive records in dynamics crm using QueryExpression.

Connection string

<connectionStrings>
<add name="connection" connectionString="Url=https://org.crm.dynamics.com; Username=user@org.onmicrosoft.com; Password=password;"/>
</connectionStrings>

 C#

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

namespace CrmSampleCodes
{
class Program
{
static void Main(string[] args)
{
IOrganizationService _service = new OrganizationService("connection");

// Create query using QueryExpression.
QueryExpression queryExpression = new QueryExpression("account");
queryExpression.ColumnSet = new ColumnSet("name", "address1_city", "emailaddress1");

queryExpression.Criteria.AddCondition("address1_city", ConditionOperator.Equal, "Redmond");

// Query passed to service proxy.
EntityCollection retrieved = _service.RetrieveMultiple(queryExpression);

System.Console.WriteLine("Query Using QueryExpression");
System.Console.WriteLine("===============================");

// Iterate through returned collection.
foreach (var c in retrieved.Entities)
{
System.Console.WriteLine("Name: " + c.Attributes["name"]);

if (c.Attributes.Contains("address1_city"))
System.Console.WriteLine("Address: " + c.Attributes["address1_city"]);

if (c.Attributes.Contains("emailaddress1"))
System.Console.WriteLine("E-mail: " + c.Attributes["emailaddress1"]);
}
System.Console.WriteLine("===============================");
}
}
}

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.

How to rename button in CRM 2011?

  1. Create a solution add the entity what you want and export it and extract it xml designer.
  2. Then navigate into the location RibbonDiffXml next add the customaction tag by specifying id and location and sequence.
  3. Next add button by specifying the id, command, sequence, Alt, label text, image 16 and 32, templatealias, tooltip title and description under the tag CommandUIDefinition>
  4. Next define the template with lable, tooltip text, description.

Microsoft Dynamics CRM 2013 Customization New Features - Customizable Tool Tips

[Job] - L&T : Microsoft Dynamics CRM Sr. Developer, United States

Company: L & T Infotech

Location: Farmington, CT, United States

Job Code: 14400
Title: Microsoft Dynamics CRM Sr. Developer
Location: Farmington, CT, United States


Description:

Language Required

  • Spanish & English or
  • Portuguese & English Or
  • Spanish, Portuguese & English

Skills

1.Education – B.E., B. Tech, MCA, Around 5 to 8 yrs or more years of relevant experience.
2.Certified professional (Configurations, customizations and Extensions) and having experience in
Installation (considering accessing via Microsoft Outlook and Mobile), customizations in On-Premise, Online model (considering best practices within Microsoft Dynamics CRM), and customization of reports in On-Premise and Online model. {Experience in Online model a must}


1.Experience in Integration with third party applications.
2.Working knowledge of Microsoft SQL Database, Windows Server Operating System, Active Directory and Active Directory Federation Services.
3.Experience in SSIS (SQL Server Integration Services) and aware of sizing of hardware and software would be an added advantage
4.Project Lead experience
5.Understanding of standard available sales, marketing and service module functional flows
6.Experience in developing reports in SSRS (SQL Server Reporting Services), xml based reports a must
7.Awareness and working experience of various technologies like HTML, CSS, SOAP, REST, Silverlight, Angular JS

Required Experience (Same as Relevant Experience)

1.5 to 8 yrs or more years of MS CRM Sr. Developer / Technical experience

Job Responsibilities

1.Technical consultant with MS CRM background, having worked on the MS CRM product extensively and done 4 - 6 end to end implementations.
2.Worked on CRM 2013 version onwards until latest version.
3.Also having done projects on premise and cloud, support, upgrade and migrations.
4.Aware of mobility in MS CRM CRM and access of MS CRM via Outlook - Online and Offline.
5.Knows the MS Sure Step methodology well; able to articulate and understand the pain points of customer.
6.Design the solution, configure and customize to address the pain points and deliver it is one of the key responsibilities.
7.Design, develop solutions, identify bugs and resolve the issues/bugs.
8.Preparation of technical related documentations.
9.Should be customer facing with excellent analytical and communication skills.
10.Lead a team of resources, allocation and estimation of tasks.
11.Troubleshooting any issues.

Key Skills: Microsoft Dynamics CRM Sr. Developer
Education Qualification: Associate Degree

New ways to reach more prospects with SMS Marketing

Discover new ways to reach more prospects with Microsoft Dynamics SMS Marketing. Watch this video to see how a typical SMS Marketing flow works, and learn how to leverage the high response rates of text messaging for your business. You'll see how to set up text messaging key words and short codes, configure opt-in and opt out workflows, link key words to marketing lists, manage your subscribers, and set up rules to limit touch points and avoid overwhelming them.

Color Grid for Dynamics 365

Color Form for Dynamics 365