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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.

Collaborative selling capabilities with Sales by Microsoft Dynamics

With Microsoft Dynamic CRM, discover and share ideas with the entire organization with enterprise social networking tool Yammer. Collaborate on sales proposals and presentations with document management and real-time document co-authoring from Office 365 and SharePoint. Reach experts with contextual presence, IM, voice, video, and online meetings via Skype for Business.

Microsoft Dynamics CRM 2013 SDK New Features - Custom Actions

arketing Calendar in Microsoft Dynamics Marketing

Take a look at this new video to see how the Marketing Calendar in Microsoft Dynamics Marketing provides an intuitive interface by showing campaign activities in a timeline view. It helps marketing managers get an overview of all present, past, and future campaign activities - and provides a visual comparision to similar campaigns.

What meant by ribbon definitions?

Is the root tag which defined in entity ribbon xml under this can see UI tags, templates, command definitions and rule definitions?

harePoint 2010 and CRM 2011 Integration - List Component and Contextual Search

It's about two ways of integrating CRM and SharePoint:

  1.  using the CRM 2011 List Component for SharePoint 2010 to get automatic library and folder creation in SP from CRM; and
  2.  Contextual search of SharePoint from CRM records, using JScript and an IFrame.

Microsoft Dynamics CRM Online 2015 Update 1 - Customizations New Features

Order Management

When customers confirm requests for the product or service, a sales representative can then create an order.

How to rename button in CRM 2011?

  1. Create a solution add the entity what you want and export it and extract it xml designer.
  2. Then navigate into the location RibbonDiffXml next add the customaction tag by specifying id and location and sequence.
  3. Next add button by specifying the id, command, sequence, Alt, label text, image 16 and 32, templatealias, tooltip title and description under the tag CommandUIDefinition>
  4. Next define the template with lable, tooltip text, description.

Dynamic Queries in CRM 2011 Dialogs

One of the things you can do with the user interface options available in CRM 2011 dialogs is to give users the option of querying CRM data. You can also create "dynamic queries": queries that use as input values selected from a previous query.

These are a little tricky to create, so in case I forgot how to build them before my new book comes out, I thought I better record this!

Disassociate Records In Microsoft Dynamics CRM Using Early Bound

disassociate Method

To disassocite records in Microsoft Dynamics CRM use IOrganizationService.Associate(entityName, Guid, Relationship, EntityReferenceCollection) method.

Parameters

Name Type Comment
entityname String Entity logical name
guid Guid The ID of the record to which the related records are associated.
relationship Guid The name of the relationship to be used to create the link.
relatedEntities Guid A collection of entity references (references to records) to be associated..

Output

Void

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

Using Early Bound 

Following example demonstarates how to disassociate a contact with three accounts in Microsoft Dynamics CRM using early bound

C#

// Associate the accounts to the contact record.

// Create a collection of the entities that will be 
// associated to the contact.
EntityReferenceCollection relatedEntities = new EntityReferenceCollection();
relatedEntities.Add(new EntityReference(Account.EntityLogicalName, _account1Id));
relatedEntities.Add(new EntityReference(Account.EntityLogicalName, _account2Id));
relatedEntities.Add(new EntityReference(Account.EntityLogicalName, _account3Id));

// Create an object that defines the relationship between the contact and account.
Relationship relationship = new Relationship("account_primary_contact");


//Associate the contact with the 3 accounts.
_service.Associate(Contact.EntityLogicalName, _contactId, relationship,
    relatedEntities);

Console.WriteLine("The entities have been associated.");

//Disassociate the records.
_service.Disassociate(Contact.EntityLogicalName, _contactId, relationship,
    relatedEntities);

Color Grid for Dynamics 365

Color Form for Dynamics 365