142 Saturday, May 21, 2016 |
Suresh Maurya
Dynamics CRM Consultant at IBM

Associate Records in Dynamics CRM - Late Bound

Following example demonstrates how to associate contact to account in dynamics crm using late bound

public static void AssociateRecord(EntityReference contact, EntityReference account, IOrganizationService service)
{
// Creating EntityReferenceCollection for the Contact
EntityReferenceCollection relatedEntities = new EntityReferenceCollection();

// Add the related entity contact
relatedEntities.Add(contact);

// Add the Account Contact relationship schema name
Relationship relationship = new Relationship("contact_customer_accounts");

// Associate the contact record to Account
service.Associate(account.LogicalName, account.Id, relationship, relatedEntities);
}

Sales Literature: Create Sales Literature Attachments

To create a sales literature attachment, follow these steps:

  • On the Navigation Bar, click Sales and then click Sales Literature.
  • In the All Sales Literature view, open an existing Sales Literature record.
  • In the Sales Attachment section of the form, click the Add a Sales Attachment Record button (this appears as a plus symbol (+)).
  • Enter the following information as appropriate, and observe any noted restrictions or requirements as needed :
    • Title: This is a required field. 
    • Author: Type one or more author names into this field.
    • Keywords: List key, searchable words that can be used to help
      find this attachment.
    • Abstract: Type any overview of the document.
    • File Name: Browse to a document that you want to be tied to the Sales Literature record.
  •  In the Command Bar, click Save and Close.

[Job] - IBM: Package Solution Consultant: MS Dynamics CRM | India

 

Comapny: IBM

Location: Bangalore, Gurgaon, Kolkata, Pune, Hyderabad | India 

Package Solution Consultant: MS Dynamics CRM

Roles and Responsibilities: You will: -

-Evaluate and review new and existing software applications and technologies.

-Identify systems solutions to support business strategies and objectives

-Research, design, and develop software solutions to meet specifications.

-Assist Architects in selecting additional tools and applications to support business needs

-Assist with application maintenance by monitoring and correcting software defects

-Ensure adherence to and contribute to continuous improvement of internal policies/procedures, change control practices, etc.

-Provide on-going support for production applications

*Experience : 3 Years to 10 YearsLocation :Bangalore, Gurgaon, Kolkata, Pune, Hyderabad

Required Technical and Professional Expertise:
Application Developer CRM Roles and Responsibilities: You will: -

-Evaluate and review new and existing software applications and technologies.

-Identify systems solutions to support business strategies and objectives

-Research, design, and develop software solutions to meet specifications.

Preferred Technical and Professional Experience:

Provide on-going support for production applications

*Experience : 3 Years to 10 Years

Preferred Education:
Bachelor's Degree

Administration Introduction (1 of 5): Dynamics CRM 2011

This video provides an overview of data retention capabilities, additional data types and dynamic hyperlinks are available so that administrators can tailor dialogs and workflows to meet specific business requirements. At Training Material Completion you will be able to:

• Recognize the concept of a Multiple Series chart, with visual examples, to compare similar data points (e.g., budget to actual)

• Create charts with multiple series

• Create charts with multiple categories

• Create area charts and stacked charts

Managing Goals - Microsoft Dynamics CRM 2011

This video goes through the process of managing Goals in Dynamics CRM 2011. The video explains the key terms and goes through how to manage goals and where they are on the CRM 2011 dashboards.

Dynamics CRM 2011 Field-Level Security

In addition to record-level secutiry, Dynamics CRM 2011 lets you selectively expose privileges at the field level. Richard Knudson shows you how to do it in this excerpt from his series of monthly 4-hour training sessions, Dynamics CRM 2011 Essentials.

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.

Microsoft Social Engagement Search Setup

Microsoft Social Engagement enables you to set up search topics in order to monitor and engage with relevant social posts. In this video, Philippe Kieffer demonstrates how to set up search topics, create rules with keywords, and connect to Twitter handles and Facebook pages.

Connect To Microsoft Dynamics CRM Using Organization Service

Simplest way of connecting to Microsoft Dynamics CRM is using OrganizationService.

OrganizationService constructor can take connection string or CrmConnection object as parameter.

public OrganizationService(string connectionStringName);
public OrganizationService(CrmConnection connection);

Method 1

Pass the connection string name to constructor.

IOrganizationService service = new OrganizationService("connection");

Entity entity = new Entity("account");
entity.Attributes["name"] = "This is my sample account";

service.Create(entity); 

Method 2

In CrmConnection constructor pass the connection string name, which further should be passed in OrganizationService constructor.

CrmConnection connection = new CrmConnection("connection");
IOrganizationService service = new OrganizationService(connection); //System.configuration

Entity entity = new Entity("account");
entity.Attributes["name"] = "This is my sample account";

service.Create(entity); 

CrmConnection requires following additional assembly to be referenced.

System.configuration 

Method 3

Use CrmConnection.Parse method to create CrmConnection object and pass that to OrganizationService constructor.

string connString="Url=http://crm.contoso.com/xrmContoso; Domain=CONTOSO; Username=jsmith; Password=passcode;";

CrmConnection connection = CrmConnection.Parse(connString);
IOrganizationService service = new OrganizationService(connection); //System.configuration

Entity entity = new Entity("account");
entity.Attributes["name"] = "This is my sample account";

service.Create(entity);

Connection String Examples

Using integrated on-premises authentication.

Url=http://crm.contoso.com/xrmContoso;

Using Active Directory authentication. 

Url=http://crm.contoso.com/xrmContoso; Domain=CONTOSO; Username=jsmith; Password=passcode

Using Microsoft account to connect to Microsoft Dynamics CRM Online.

Url=https://contoso.crm.dynamics.com; Username=jsmith@live-int.com; Password=passcode; DeviceID=contoso-ba9f6b7b2e6d; DevicePassword=passcode

Using Microsoft Online Services to connect to Microsoft Dynamics CRM Online.

Url=https://contoso.crm.dynamics.com; Username=jsmith@contoso.onmicrosoft.com; Password=passcode; 

Working with Connections - Microsoft Dynamics CRM

In this video we review:

  • What connections are
  • How to use connections
  • How to build custom connections

SSRS Reports in CRM 2011 Online

Dynamics CRM 2011 Online now supports custom SSRS reports. There's a bit of setup required, though, including the installation of BIDS (part of SQL 2008) and a (free) add-on for CRM known as the Report Authoring Extension. In this video I go through the setup and show some basic SSRS authoring techniques.