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Microsoft Dynamics CRM 2011 - Getting online through product and programs

Microsoft Dynamics CRM: Dynamic Marketing Lists

Hierarchy Visualization in Microsoft Dynamics CRM 2015

Record Type: Product Catalog

In Microsoft Dynamics CRM  Product Calalog has following componenets:

  • Products: Product Represents
    • Product
    • or Service 
  • Units of Measure:
    • Unit of how received from Vendor
    • or Sold to Customer 
  • Price Lists:
    • Defines prices that are charges for product under ceration circumstances. 
    • Can be muplitple price lists for different occasions and markets.
  • Discount Lists: Allows to offer product at different sales price, depending on quantity purchased.
    • Discount can be:
      • Amount based
      • Percentage based

Dynamics CRM2011 Goals Introduction

Dynamics CRM 2011 has an important new feature area -- "Goals" -- that lets you define targets and track progress against them. I think it's one of the most important new features, but there's a bit of a learning curve. Here's an introduction to Goals and Goal Metrics, using common examples from sales and marketing scenarios.

CRM Rules! for Microsoft Dynamics CRM 2011: Intro Demo #1

Microsoft Dynamics CRM 2013 Application and User Interface New Features

Web Services in Microsoft Dynamics CRM

Microsoft Dynamics CRM provides web services that you can use to access data and metadata from your Microsoft Dynamics CRM instance.

Web services available in Microsoft Dynamics CRM are as following:

Usage of the web services in Microsoft Dynamics CRM include:

  • Performing CRUD operations against CRM data
  • Mobile application development
  • Portal development for non-crm users
  • Data Migration
  • Integration between Dynamics CRM and other applications like ERP
  • Custom user interface development for Dynamics CRM

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.

CRM for Outlook Configuration in Microsoft Dynamics CRM 2015

Update Record In Microsoft Dynamics CRM Using Early Bound

Update Method

To update record use IOrganizationService.Update(entitymethod.

Parameters

Name Type Comment
entity Microsoft.Xrm.Sdk.Entity Entity object to update

Output

Void

This method is implemented by OrganizationService class and OrganizationServiceContext generated in previous chapter.

Using Early Bound

To update object assign updated values to the fields of object.

//retrieve account to update
Account account = (Account)_service.Retrieve(Account.EntityLogicalName, _accountId, new ColumnSet(true));

//update the values
account.Name = "Update Name";
account.Revenue = new Money(500000);

You can get the object to update multiple ways for ex: using retrieve operation.

Object to update must have Guid in the Id field, when we retrieve object it is already present.

Now pass prepared object to the Update method.

 //pass object to update method
_service.Update(account);

 

Following example demonstarates how to update record in Microsoft Dynamics CRM using early bound

C#

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

namespace Msxrmtools
{
class Program
{
static void Main(string[] args)
{
//"connection" = connection string name from config file"
IOrganizationService _service = new OrganizationService("connection");

//assumed guid of existing account record
Guid _accountId = new Guid("9ec0b0ec-d6c3-4b8d-bd75-435723b49f84");

//retrieve account to update
Account account = (Account)_service.Retrieve(Account.EntityLogicalName, _accountId, new ColumnSet(true));

//update the values
account.Name = "Update Name";
account.Revenue = new Money(500000);

//pass object to update method
_service.Update(account);
}
}
}