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Creating Workflows - Microsoft Dynamics CRM 2011

This CRM 2011 video goes through how to create 2 workflows:

  1. Notification when an opportunity hits the proposal stage in the sales cycle AND it is above $250K
  2. Updating the Account to Relationship Type = Client when an Opportunity is WON.

What is the purpose of plug in?

  1. Performing complex platform level data validation
  2. Performing auto-number generation
  3. Providing integration with other applications
  4. Executing complex business logic
  5. Data auditing and look up.
  6. Performing common database operations.

CRM for Outlook Configuration in Microsoft Dynamics CRM 2015

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Organization Service Context Class in Microsoft Dynamics CRM

OrganizationServiceContext is alternative to OrganizationServiceProxy to connect to Microsoft Dynamics CRM programmatically.

OrganizationServiceContext class can be generated by the code generation tool (CrmSvcUtil.exe).

Advantages of OrganizationServiceContext

  • It lets you track changes, manage identities and relationships.
  • Allows LINQ queries against Microsoft Dynamics CRM data.
  • Tracked changes can be commited in a single request with OrganizationServiceContext.Save method.

Generate OrganizationServiceContext class

To generate this class, provide a value for the /serviceContextName parameter when you generate early bound types.

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>

Using OrganizationServiceContext class

To instantiate the context class, you must pass the class constructor an object that implements the IOrganizationService interface.

With OrganizationService

//connection is the connection string name in config file
IOrganizationService _service = new OrganizationService("connection"); AdventureWorksCycleServiceContext context = new AdventureWorksCycleServiceContext(_service);

With OrganizationServiceProxy

//For early bound types to work correctly, they have to be enabled on the proxy.
_serviceProxy.EnableProxyTypes();
AdventureWorksCycleServiceContext context = new AdventureWorksCycleServiceContext(_serviceProxy);

After you create the organization service context object, you can begin to track create, modify, or delete entities. For example, the following code example shows how to instantiate a new contact, and then save it to a Microsoft Dynamics CRM server by using the service context object.

//  Create a new contact record;
AdventureWorksCycleServiceContext context = new AdventureWorksCycleServiceContext (_serviceProxy);
Contact contact = new Contact() 
 {
   FirstName = "Pamela",
   LastName = "Brown",
   Address1_Line1 = "123 Easy St.",
   Address1_City = "Atlanta",
   Address1_StateOrProvince = "GA",
   Address1_PostalCode = "32254",
   Telephone1 = "425-555-5678"   };
context.AddObject(contact);
context.SaveChanges();

 

 

CRM 2011 Excel Export & Import

This video shows a new feature in CRM 2011 that allows you to export data from CRM, edit it, and import it back into CRM. This is a great way to make changes to a lot of records at one time. It's also a great way to mess up a lot of records at one time, so take care.

coding

innocent 

Microsoft Dynamics CRM 2011: Auditing

This video will show you how to use and quickly setup auditing capabilities offered out of the box within Microsoft CRM 2011. The following video is using the Microsoft CRM 2011 Beta version, some icons may display placeholders due to the version used.
 
 

 

Microsoft Dynamics Marketing Spring '14 Administration in Office 365

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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.

Color Grid for Dynamics 365

Color Form for Dynamics 365