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Microsoft Dynamics CRM: Static Marketing Lists

Dynamics CRM 2011 : Goal Metrics and Goals

[Job] - Accenture: Microsoft Dynamics CRM, India

Accenture

Company: Accenture

Location: Mumbai, India

 

- Job description

"Role:- Developer
Years of experience:- 3 to 4 years
 
Must to have:-
• Experience with Microsoft CRM 2011 Modules and features related
• Experience with Microsoft CRM 2011 customizations and Configuration [Sitemap, Writing jScripts, Developing/Registering plug-ins, workflows and dialogs, SDK, importing data and CRM Deployment Manager
• Experience with developing and implementing web/windows applications with Microsoft Visual Studio .Net
• Experience with developing XML Web Services and Server components
• Experience in writing oData and Linq
• Identify build or development changes, code and peer reviews and unit testing
• Experienced working on development project Good to have:"

- Basic qualifications

Full Time Graduation

Microsoft Dynamics CRM Tutorials

What is Microsoft Dynamics CRM?

Microsoft Dynamics CRM is a customer relationship management sofware package developed by Microsoft. It has primarily three modules sales, service and marketing.  

Microsoft made Microsoft Dynamics CRM platform highly customizable which allows it to be customized to satisfy different customer needs beyond just CRM.

Microsoft Dynamics CRM comes in three flavours:

  • Online: This is hosted and maintained by Microsoft on their cloud and services are available as subscription.
  • On-Premises: This can be installed on customers premises.
  • Partner Hosted: This is installed on third party infrastructue and services are provided to customers.

Latest version

Microsoft Dynamics CRM 2016 is the latest version, previous versions are: 2015, 2013, 2011, 4.0, 3.0, 1.2, 1.0

Platform

Microsoft Dynamics CRM is built on .Net framework. It can be customized both  at server side and client side. 

Programming language for Microsoft Dynamics CRM:

  • Server Side: .Net (C# or VB)
  • Client Side: JavaScript

Software Development Kit (SDK)

To help customize the Microsoft Dynamics CRM Microsoft releases software development kit (SDK) with each version. This SDK contains assemblies, tools, sample codes and more. You can download it from below links

Visual Approval Workflow in Microsoft Dynamics Marketing

With Microsoft Dynamics Marketing 2015 Update the visual approval workflow provides a flexible, easy to use drag-and drop-area for approvals. Watch this short video to get an idea of how these workflows enable marketers to intuitively mimic internal processes in their Microsoft Dynamics Marketing instance.

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

Solutions Management in Microsoft Dynamics CRM 2011

This demo shows how developers and ISVs can manage thier solutions in Microsoft Dynamics CRM 2011.

What's New in CRM 2011: Dynamic Marketing Lists

CRM 2011 - a how-to video on creating and managing dynamic marketing lists in the marketing module of CRM.

How to hide ribbon button?

  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
  3. Then add the <hidecustomaction by specifying the hideactionid and location.

Generate early bound entity classes with the code generation tool (CrmSvcUtil.exe)

CrmSvcUtil.exe is a command line tool which can generate early bound classes for Microsoft Dynamics CRM. Output file can be C# or VB.Net file.

Generated file contains 

  • All entities, one partial class for each entity
  • All attributes
  • All relationships

These strongly typed classes provide early binding and Intellisense support in Microsoft Visual Studio.

Generated file can be referenced by projects that use Microsoft Dynamics CRM. Following assemblies must also be referenced in that project

  • Microsoft.Crm.Sdk.Proxy.dll
  • Microsoft.Xrm.Sdk.dll

These assemblies can be found in SDK\bin folder of the SDK.

Running code generation tool

Make sure Microsoft.Xrm.Sdk.dll  assembly is in same folder.

For On-premises

CrmSvcUtil.exe /url:http://<serverName>/<organizationName>/XRMServices/2011/Organization.svc    /out:<outputFilename>.cs /username:<username> /password:<password> /domain:<domainName>    /namespace:<outputNamespace> /serviceContextName:<serviceContextName>

 

For Microsoft Dynamics CRM Online

CrmSvcUtil.exe /url:https://<organizationUrlName>.api.crm.dynamics.com/XRMServices/2011/Organization.svc    /out:<outputFilename>.cs /username:<username> /password:<password>     /namespace:<outputNamespace> /serviceContextName:<serviceContextName>

 

Correct URL can be found at

Settings > Customization > Developer Resources

To list the supported command-line parameters, use the following command.

CrmSvcUtil.exe /?

 

Parameters

The following table lists the code generation tool parameters and a gives a brief description of their use.

Parameter

Shortcut

Description

Required

deviceid

di

Device ID used when you connect to the Online server for authentication. Only required if the device ID has not been stored on disk in the %USERPROFILE%\LiveDeviceID folder. Only used with the Microsoft account identity provider.

False

devicepassword

dp

Device password that is used when you connect to the Online server for authentication. Only required if the device password has not been stored on disk in the %USERPROFILE%\LiveDeviceID folder. Only used with the Microsoft account identity provider.

False

domain

d

The domain to authenticate against when you connect to the server.

False

url

 

The URL for the Organization service.

True

out

o

The file name for the generated code.

True

language

l

The language to generate the code in. This can be either “CS” or “VB”. The default value is “CS”.

False

namespace

n

The namespace for the generated code. The default is the global namespace.

False

username

u

The user name to use when you connect to the server for authentication.

False

password

p

The password to use when you connect to the server for authentication.

False

servicecontextname

 

The name of the generated organization service context class. If no value is supplied, no service context is created.

False

help

?

Show usage information.

False

nologo

 

Suppress the banner at runtime.

False

generateActions

 

Generate request and response classes for actions.

 

interactivelogin

il

When set to true, a dialog to log into the CRM service is displayed. All other connection related parameters specified on the command line are ignored.

False

connectionstring

connstr

Contains information, provided as a single string, for connecting to a CRM organization. All other connection related parameters specified on the command line are ignored. For more information see Use connection strings in XRM tooling to connect to CRM.

False

 

Usage Examples

On-Premises

CrmSvcUtil.exe /url:https://myport:555/MyOrg/XRMServices/2011/Organization.svc /out:GeneratedCode.cs /username:administrator /password:password

Microsoft Dynamics CRM Online -  Microsoft Identity Provider

CrmSvcUtil.exe /url:https://myorg.api.crm.dynamics.com/XRMServices/2011/Organization.svc /out:GeneratedCode.cs /username:"myname@live.com" /password:"myp@ssword!"


Microsoft Dynamics CRM Online -  Microsoft Office 365 

CrmSvcUtil.exe /url:https://myorg.api.crm.dynamics.com/XRMServices/2011/Organization.svc /out:GeneratedCode.cs /username:"myname@myorg.onmicrosoft.com" /password:"myp@ssword!"

Claims Authentication - IFD

CrmSvcUtil.exe /url:https://myorg.crm.com:555/XRMServices/2011/Organization.svc /out:GeneratedCode.cs /username:administrator /password:p@ssword! 

 

Use the Configuration File

The CrmSvcUtil.exe.config configuration file must be in the same folder as the CrmSvcUtil.exe tool.

If you enter a value at the command line, that value will be used instead of the one in the configuration file. 

Do not include the url and namespace parameters in the configuration file. These must be entered from the command line when the CrmSvcUtil.exe tool is being run.

The following sample shows how to configure the output file and the domain name parameters in the application configuration file using shortcut keys.

<appSettings> <add key="o" value="CrmProxy.cs"/> <add key="d" value="mydomain"/></appSettings>
 

Enable Tracing

To enable tracing when you run the tool, add the following lines to the configuration file:
<system.diagnostics> 
   <trace autoflush="false" indentsize="4"> 
      <listeners> 
         <add name="configConsoleListener" type="System.Diagnostics.ConsoleTraceListener"> 
            <filter type="System.Diagnostics.EventTypeFilter" initializeData="Error" /> 
         </add> 
      </listeners> 
   </trace> 
</system.diagnostics>
 

Invoice Management : Fields on the Invoice Form

  • Summary
    • Invoice ID: The identifying number or code of the invoice.
    • Name: A descriptive name for the invoice.
      Currency: The local currency for the record. This makes sure that budgets are reported in the correct currency.
    • Price List: The price list associated with this record. This makes sure that the products associated with the campaign are offered at the correct prices.
    • Prices Locked: Status of prices specified on the invoice. They may be locked from any further updates or unlocked.
  • Shipping Dates
    • Date Delivered: Date when the products included in the invoice were delivered.
    • Due Date: Date by which the invoice should be paid by the customer.

Color Grid for Dynamics 365

Color Form for Dynamics 365