265 Friday, May 20, 2016 |
Suresh Maurya
Dynamics CRM Consultant at IBM

Retrieve Records In Dynamics CRM Using FetchXML

Following example demonstrates how to retrieve records in dynamics crm using FetchXML.

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 FetchXML.
string fetch = @"
<fetch mapping='logical'>
<entity name='account'>
<attribute name='accountid'/>
<attribute name='name'/>
</entity>
</fetch>";

EntityCollection retrieved = _service.RetrieveMultiple(new FetchExpression(fetch));
System.Console.WriteLine("Query Using FetchExpression");
System.Console.WriteLine("===============================");

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

CRM 2011 Dialogs, Data Types and Recursion

It starts with a (very!) brief introduction to CRM 2011 dialog processes, but the most important bit is how to create recursive processes with the Link Child Dialog step.

Opportunity : Win an Opportunity

To close an opportunity with a status of Won, follow these steps:

  • In the Navigation Bar, click Sales, and in the Sales area, click Opportunities.
  • Select and open an opportunity from the grid and double-click it to open its form.
  • On the Opportunity tab, in the Actions group, click Close as Won.
  • Accept the default values for the Actual Revenue and Close Date fields, and then click OK.
  • Close the Opportunity form by clicking the Close button (x) in the top-right corner

Microsoft Dynamics CRM Server Roles

MS CRM Notes


Dynamics CRM Server Roles

With Microsoft Dynamics CRM Server, you can install specific server functionality, components, and services on different computers. These components and services correspond to specific server roles.

Full Server Role

  • Contains all roles from Front End Server, Back End Server and Deployment Administrator Server
  • This is default option

Front End Server Role [Web Application Server, Organization Web Service, Help Server]

  • Required for running client applications
  • Required for applications developed with Microsoft Dynamics CRM SDK

Back End Server Role [Asynchronous Processing Service, Email Integration Service, Sandbox Processing Service]

  • Handles asynchronous events such as async workflows, async plug-ins, database maintenance, and email routing.

Deployment Administration Server Role [Deployment Tools, Deployment Web Service, VSS Writer Service]

  • Manages Microsoft Dynamics CRM Deployment using methods described in the Microsoft Dynamics CRM SDK and
  • Deployment Tools

Msxrmtools.com

Classifying Accounts with Many-to-Many Relationships

Sometimes a single-valued picklist is sufficient to classify records like accounts in Dynamics CRM, but sometimes it's not. In this video I talk about why and how you might want to use many-to-many -- N:N for short -- relationships, and demonstrate how to implement them in Dynamics CRM 2011.

SampleDataImportSteps

Record Type: Lead

Leads represents

  • A Potential Sale.
  • A Potential Customer (Account, Contact)

 

Leads should be considered temporary records, with goal of converting them to some combination of Opportunity or Customer.

Lead Management: Email To Lead Conversion

To convert an email to a lead, follow these steps:

  • On the Navigation Bar, click Create and then click E-mail.
  • On the Command Bar, click the ellipsis button (…), select Convert To, and then click To Lead.
  • In the Convert-to-Lead dialog, specify the details of the new lead as follows:
    • First Name
    • Last Name
    • Company
    • E-mail Address
    • Open the new Lead option
    • Close the e-mail form option
    • Click OK
    • The new lead record is created

Microsoft Dynamics CRM 2013 for Tablets - Charts, Search, and Tiles

Competitors

The competitor information management feature allows organizations to do the following:

  • Compile a repository of product literature, pricing structures, and product reviews for each competitor.
  • Track the products that competitors sell and compete with the organization’s products.
  • Add products or sales literature to help compete with the threat.
  • Maintain information on how to win against the competitor.
  • Track competitors by creating relationships between competitors and opportunities.
  • Track sales lost to competitors by specifying the competitor when a sale is lost. The organization can use this information to assess the opportunities lost to or won against each competitor.

What's New in CRM 2011 Workflows: Dialogs