37 Saturday, May 28, 2016 |
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Microsoft Dynamics CRM: Static Marketing Lists

What's New in CRM 2011 - Dialogs

In the eighth installment of Sonoma Partner's 10-part series, we will highlight a new feature in Microsoft CRM 2011- Dialogs, a visual workflow to guide users to entering CRM data.

Early Bound Programming in Microsoft Dynamics CRM

Early-Bound: In early-bound programming type-checking and binding happens at compile time.

Early Bound Programming in Microsoft Dynamics CRM

In Microsoft Dynamic CRM, the code generation tool (CrmSvcUtil, available in SDK) generates strongly-typed classes for early-bound programming. These classes can be used in applications that use Microsoft Dynamics CRM as well as plug-ins and custom workflow activities.

Generated classes include all entities, attributes and relationships. 

Each time you make customizations to your system, you must regenerate these classes.  

Advantages of early-bound programming

  • All type references are checked at compile time.
  • Much faster development as compared to late-bound.
  • Intellisense support in Visual Studio.

Disadvantages of early-bound programming 

  • Early-bound classes needs to be regenerated, each time you customize your system.
  • Slightly slow performance as compared to late-bound.

Early-bound performance

Early-bound classes are wrapper to late-bound classes because of this serialization costs increases as these entities are converted to late bound types during transmission over the network.

This performance difference is extremely small and can be neglected.

Microsoft Dynamics CRM 2013 SDK New Features - Custom Actions

Sales Literature: Attach Sales Literature to Email

To attach sales literature to an email, follow these steps:

  • On the Home tab of the Microsoft Outlook Inbox, click New E-mail in the New group.
  • In the To and Subject lines, enter appropriate information.
  • On the Message tab, in the CRM group, click Set Regarding.
  • In the Find section of the Set Regarding drop-down list, click More.
  • In the Look Up Record dialog, select Contact in the Look for drop-down list, enter a contact name in the Search box, and then press Enter.
  • Select the contact record, and click OK. After a few seconds, the email should be tracked in Microsoft Dynamics CRM, which is indicated by additional options becoming available in the CRM group in the Message tab.
  • Click Attach Sales Literature in the CRM group.
  • Click Send.

Sales Literature: Create Sales Literature

The Sales Literature area provides a way to add, remove, and manage documents associated with products and services.

To create sales literature in Microsoft Dynamics CRM, follow these steps:

  • On the Navigation Bar, click Sales and then click Sales Literature.
  • In the Command Bar, click New.
  • In the General section of the form, enter the following information as appropriate and observe any noted restrictions or requirements as needed:
    • Title: This is a required field.
    • Subject: Type the subject or click the Lookup button and select the subject. If no subjects are listed, select Default Subject. This is a required field.
    • Type: Select from the drop-down list.
    • Employee contact
    • Expiration Date
    • Description: Type any detailed information that must be highlighted in the sales literature.
  • In the Command Bar click SAVE.

Microsoft Dynamics CRM 2013 Setup and Upgrade New Features - Data Encryption

Record Type: Sales Literature

Sales Literature

  • Can be used as repository for customer-ready materials.
  • Can be associated with:
    • Products: As Spec Sheets, Marketing flyres
    • Competitors: Do we compete on specific products?
    • Marketing Campaigns: For Special offers, targeted products.
  • In Outlook, can attach and send Sales Literature for tracked emails.

 

Microsoft CRM 2011 -- Creating Charts

Microsoft Dynamics CRM 2011: Implementing Claims and IFD: Part 3

This session will cover how to configure the Dynamics CRM server for Claims-Based Authentication.

Introduction to Microsoft Dynamics Marketing