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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.

Upgrading from Microsoft Dynamics CRM 2013 to 2015

Record Type: Invoice

Invoice

  • Represents a Request For Payment From Customer

 

Depending on the payment terms, an invoice can be generated from an order after it is fulfilled or when it is placed.

Connect To Microsoft Dynamics CRM Using Organization Service Context

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

To create OrganizationServiceContext object pass IOrganizationService object to constructor.

IOrganizationService service = new OrganizationService("connection");
OrganizationServiceContext context = new OrganizationServiceContext(service);

Entity entity = new Entity("account");
entity.Attributes["name"] = "This is my sample account";

context.AddObject(entity);
context.SaveChanges();

context.AccountSet.ToList().ForEach(a => Console.WriteLine(a.Name));

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

Learn more about OrganizationServiceContext.

Administration Data Retention Dialogs (4 of 5): Dynamics CRM 2011

This video provides an overview of data retention capabilities, additional data types and dynamic hyperlinks are available so that administrators can tailor dialogs and workflows to meet specific business requirements. At Training Material Completion you will be able to:

• Recognize the concept of a Multiple Series chart, with visual examples, to compare similar data points (e.g., budget to actual)

• Create charts with multiple series

• Create charts with multiple categories

• Create area charts and stacked charts

Rollup and Calculated Fields in Microsoft Dynamics CRM 2015

Microsoft CRM 2011 -- Creating Charts

Manage your field service workforce with Dynamics CRM

Watch this video to learn what field service capabilities for Microsoft Dynamics CRM can do for your organization. Field service capabilties are now built in to CRM. We’ll show you how field service delivers advanced scheduling, inventory tracking, and asset management for service depots. And how it helps highly mobile, in-field specialists fulfill work orders and provide preventive maintenance across multiple sites under complex service agreements.

Microsoft Dynamics CRM 2013 for Tablets - Charts, Search, and Tiles

Lead to Opportunity Process Flow

Record Type: Order

Order

  • Represenst a Confirm Order
  • Converts to Invoice

Color Grid for Dynamics 365

Color Form for Dynamics 365