65 Saturday, May 28, 2016 |
Msxrmtools Publisher
Publisher at Msxrmtools

Dynamics GP - MSFT Dynamics CRM Adapter

http://www.microsoft.com/erp : By utilizing the Microsoft Dynamics CRM Adapter Service, you can synchronize changes made in Dynamics CRM with other Microsoft Dynamics ERP solutions, such as Dynamics GP.

Customization Toolkit Overview - Microsoft Dynamics CRM 2011

This video is an overview of how to customize Dynamics CRM 2011. The video goes through a design scenario that demonstrates how to configure the forms, fields, views, charts and dashboards.

New ways to reach more prospects with SMS Marketing

Discover new ways to reach more prospects with Microsoft Dynamics SMS Marketing. Watch this video to see how a typical SMS Marketing flow works, and learn how to leverage the high response rates of text messaging for your business. You'll see how to set up text messaging key words and short codes, configure opt-in and opt out workflows, link key words to marketing lists, manage your subscribers, and set up rules to limit touch points and avoid overwhelming them.

Core Records in the Sales Process

  • Customers
    • Accounts
    • Contacts
  • Leads
  • Opportunities
  • Quotes
  • Orders
  • Invoices
  • Competitors
  • Sales
  • Literature
  • Product Catalog
  • Currency

Microsoft Dynamics CRM Online & Kinect Natural User Interaction Demo

With the exciting advances Microsoft is making in technology lately, it was only a matter of time before these technologies honed in on Microsoft Dynamics CRM. The wait is over - this video demonstrates how Microsoft Dynamics CRM Online can be used with the Kinect or Hololens.

What are the types of solutions?

  1. Default solution
  2. Managed and unmanaged solution.

Lead Management: Lead To Opportunity Process Ribbon contd.

  • Close
    • Complete Final Proposal
    • Present Final Proposal
    • Confirm Decision Date
    • Send Thank You
    • Final De-brief

Organization Service in Microsoft Dynamics CRM

Organization service is available since Microsoft Dynamics CRM 2011 and is mainly used for server side development i.e. code running on Microsoft Dynamics CRM server.

Key points about Organization service:

  • Implements IOrganizationService interface.
  • Organization service is also know as SOAP endpoint.
  • Microsoft Dynamics CRM uses Windows Communication Foundation (WCF) to SOAP endpoint.
  • It is the primary web service for accessing data and metadata from Microsoft Dynamics CRM organization.
  • It is built on WCF and optimized for use with the .Net.
  • Organization service request and response has SOAP format.
  • Microsoft Dynamics CRM SDK provides assemblies and tools to generate strongly typed classes and proxies to simplify developement in Microsoft Visual Studio.
  • Maximum 5000 records can be returned in a single query.

Methods available in Organization service:

  • Create :  Creates record in the organization.
  • Retrieve : Retrieves a single record from the organization.
  • Retrieve Multiple : Retrieves multiple records from the organization.
  • Update : Updates a record in the organization.
  • Delete : Deletes a record in the organization. 
  • Associate : Creates a link between two records.
  • Disassociate : Removes a link between two records.
  • Execute : Executes a requested operation.

Organization service usage:

  • For Accessing data and metadata from Microsoft Dynamics CRM instance.
  • For performing CRUD operations from custom applications, plug-ins and workflows.
  • For integrating Microsoft Dynamics CRM with other applications like ERP.
  • For building custom user interfaces for Dynamics CRM.
  • Portal development
  • Mobile application development for Dynamics CRM

Organization service endpoint URLs

Organization service endpoint URL for Microsoft Dynamics CRM organization can be found at:

 Settings > Customizations > Developer Resources

For Microsoft Dynamics CRM online

https://OrganizationName.api.crm.dynamics.com/XrmServices/2011/Organization.svc (North America)

https://OrganizationName.api.crm4.dynamics.com/XrmServices/2011/Organization.svc (EMEA)

https://OrganizationName.api.crm5.dynamics.com/XrmServices/2011/Organization.svc (APAC)

https://OrganizationName.api.crm2.dynamics.com/XrmServices/2011/Organization.svc (South America)

https://OrganizationName.api.crm6.dynamics.com/XrmServices/2011/Organization.svc (Oceania)

https://OrganizationName.api.crm7.dynamics.com/XrmServices/2011/Organization.svc (Japan)

https://OrganizationName.api.crm8.dynamics.com/XrmServices/2011/Organization.svc (India)

https://OrganizationName.api.crm9.dynamics.com/XrmServices/2011/Organization.svc (North America 2)

For on-premises Microsoft Dynamics CRM

http[s]://ServerName/OrganizationName/XRMServices/2011/Organization.svc 

 

CRM-Azure Screencast

This screencast is designed to get you started using the new "CRM-Azure AppFabric Integration" feature. Video Legend: 00:00:22 - Introduction 00:06:45 - Scenarios 00:17:13 - Walkthrough: Using out-of-box service bus plugin 00:22:40 - Walkthrough: Custom service bus plugin 00:26:03 - Walkthrough: Extra configuration needed for on-premise/IFD deployments 00:26:11 - End

New content for CRM 2016 spring wave

The CRM 2016 spring wave includes many new and exciting features! 

The official names for the spring wave releases are:

  • Microsoft Dynamics CRM Online 2016 Update 1 and Microsoft Dynamics CRM 2016 Service Pack 1
  • Microsoft Dynamics Marketing 2016 Update 1
  • Microsoft Social Engagement 2016 Update 1.5

Microsoft Dynamics CRM

What’s new (all features)

Field service

Project service

CRM portals

Mobile offline

Power BI

Subscription and release history

For developers

Microsoft Dynamics Marketing

Microsoft Social Engagement

Quick references

Manage service cases in Dynamics CRM

Take a tour of the Service area in Dynamics CRM. We'll step through a few of the most common activities like creating a case, finding similar cases to draw solutions from, and adding notes so everything said and done is tracked. All the details are stored in CRM where everyone can find them.