69 Saturday, May 28, 2016 |
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Publisher at Msxrmtools

Conditional Formatting in the Outlook CRM Client

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.

Microsoft Dynamics Social CRM

Microsoft Dynamics CRM 2011: Customisation part 1

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

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.

 

Microsoft Dynamics CRM 2011: Working with Connections

Introducing the new connection functionalty in Dynamics CRM 2011
 
 

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.

Microsoft Dynamics CRM Online 2015 Update 1 - CRM SDK New Features

What is meant by solution components?

  1. Schema (entities, attributes, relationships, global option sets)
  2. UI (ribbons, sitemap, forms, and web resources)
  3. Dashboards, reports and charts.
  4. Service End points
  5. Process (plugins, workflows )
  6. Sdk message processing steps
  7. Templates
  8. Connection Roles
  9. Security Roles
  10. Field level security profiles

Order Management : Order Status

  • Open
  • Fullfilled
  • Cancelled

Customer self-service with Microsoft Dynamics CRM

Make it easy for customers to solve issues on their own. Provide a customizable online support portal that leverages an organized, searchable knowledge base to deliver real-time updates, consistent answers to service questions and product and service information and documentation. And, with the ability to submit cases directly from the self-service portal, brands can get the right case to the right agent for fast and effective service resolution.

Color Grid for Dynamics 365

Color Form for Dynamics 365