289 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("===============================");
}
}
}

OneNote Integration in CRM Online 2015 Update 1

With Microsoft Dynamics CRM 2015 Update 1 you and your team can stay organized, even on the go, with OneNote notebooks associated to a CRM record. Find out how in this short video. For more information, visit http://www.microsoft.com/en-us/dynamics/crm-customer-center/default.aspx and http://go.microsoft.com/fwlink/?LinkId=394323

Record Type: Competitor

Competitors

  • Represents the competitors of the organization.
  • Can be associated with:
    • Products: Which of the organization products do they compete with?
    • Sales Literature:
    • Open Opportunities: Which opportunities is the organization competing on?
    • Lost Opportunities: What can be learned from a loss?

Opportunity : Resolution Activities

When an opportunity is either won or lost, a special type of activity is generated called a Resolution Activity.

Users can open these activities and see information regarding

  • when the activity took place,
  • the actual sales value,
  • why they might have lost an opportunity,
  • or the competitor to whom it was lost.

Microsoft Dynamics CRM Mobility for Blackberry

Watch this 8 minute demonstration to learn how you could use Microsoft Dynamics CRM, Microsoft Outlook, IE and your mobile device to improve your field sales productivity.

Microsoft CRM 2011 -- Creating Charts

Creating a User Adoption Dashboard - Microsoft Dynamics CRM 2011

This video goes through the process of creating a User Adoption Dashboard in Dynamics CRM 2011. The video explains the approach to building a dashboard in CRM 2011 and how the related charts and views make the dashboard present the data that you want.

Lead to Opportunity Process Flow

What are the types of ribbons?

  1. Application ribbon:
    1. The applicationRibbon.xml file contains the definition of the core application ribbons.
  2. Entity ribbon.
    1. The entity grid ribbon is a collection of tabs that have an Id attribute value beginning with Mscrm.HomepageGrid.<entity logical name>.
  3. SubGrid Ribbons
    1. When a list of records for a different entity is displayed within a sub grid on the form of another entity or in a chart, the ribbon will change when the user places the cursor in the grid. A contextual group with the label List Tools is displayed. The single tab included in that contextual group will have the plural display name of the entity.
    2. The entity sub grid ribbon is a contextual group with a collection of tabs that have an Id attribute value beginning with Mscrm.SubGrid.<entity logical name>. For example, the tab with the text "Accounts" on account entity sub grid is Mscrm.SubGrid.account.MainTab.
  4. Form Ribbons
    1. Each entity form can have a specific ribbon definition. In the exported customizations.xml file, you must add your modified <RibbonDiffXml> (FormXml) to this location://ImportExportXml/Entities/Entity/FormXml/forms/systemform/form/RibbonDiffXml.
  5. Other Ribbons
    1. Several other special purpose ribbon tabs and a contextual group are defined byMicrosoft Dynamics CRM. Each tab is associated with a specific <TabDisplayRule> (RibbonDiffXml) that controls when they will display. The following table lists these tabs.

      Tab

      Root Id

      Description

      Web Resource Edit page tab.

      Mscrm.WebResourceEditTab

      Displays when editing Web resources within a solution.

      Form Editor tab

      Mscrm.FormEditorTab

      Provides Save, Edit, Select, and View groups of actions for entity forms.

      Form Editor Insert tab

      Mscrm.FormEditorInsertTab

      Provides buttons to insert Sections, Tabs, and Controls in entity forms.

      Dashboard Homepage tab

      Mscrm.DashboardTab

      Displays in the Workplace area.

      Visualization Tools Contextual Group

      Mscrm.VisualizationTools

      Displays when the New Chart button is clicked on the Charts tab displayed in the entity grid ribbon.

      AptbookTab Homepage tab

      Mscrm.AptbookTab

      Displays when viewing the Service Calendar in the Service area.

      Advanced Find tab

      Mscrm.AdvancedFind

      Displays in the Advanced Find window.

      Dashboard Editor tab

      Mscrm.DashboardEditorTab

      Displays when editing a dashboard.

      Documents tab

      Mscrm.DocumentsTab

      Displays if SharePoint integration has been enabled for the organization.

      Chart Editor tab

      Mscrm.VisualizationDesignerTab

      Displays when editing a chart from the solutions window.

      Search Tools Contextual Group

      Mscrm.ArticleSearch

      Displays when viewing the KBarticle entity.

Sales Literature: Attach Sales Literature to Email

To attach sales literature to an email, follow these steps:

  • On the Home tab of the Microsoft Outlook Inbox, click New E-mail in the New group.
  • In the To and Subject lines, enter appropriate information.
  • On the Message tab, in the CRM group, click Set Regarding.
  • In the Find section of the Set Regarding drop-down list, click More.
  • In the Look Up Record dialog, select Contact in the Look for drop-down list, enter a contact name in the Search box, and then press Enter.
  • Select the contact record, and click OK. After a few seconds, the email should be tracked in Microsoft Dynamics CRM, which is indicated by additional options becoming available in the CRM group in the Message tab.
  • Click Attach Sales Literature in the CRM group.
  • Click Send.

[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

Color Grid for Dynamics 365

Color Form for Dynamics 365