59 Saturday, May 28, 2016 |
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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.

Microsoft Dynamics CRM 2013 Application New Features - Security Models

Monitor cases in one place on the Dynamics CRM interactive service hub dashboard

Solve customer issues faster with interactive service hub dashboards. Watch this video to see the two main dashboards in action. The Tier 1 dashboard helps you find your cases and the things you need to do fast. Use visual filters, snapshots, and tiles to decide what you want to see and work on. The Tier 2 dashboard gives team leads and managers a single place to monitor more complex or escalated cases. Interactive service hub dashboards give you everything you need to support many customers and issues from one central location.

MS CRM Many-to-Many Relationships of the "Native" Kind : CRM 4

Taking Advantage of Web Resources Dynamics CRM 2011

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.

Error Handling in Plug-ins

  1. For synchronous plug-ins, the Microsoft Dynamics CRM platform handles exceptions passed back to the platform by displaying an error message in a dialog of the web application user interface.
  2. For asynchronous plug-ins, the exception message is written to a System Job (AsyncOperation) record.
  3. For plug-ins not registered in the sandbox, the exception message (System.Exception.Message) is also written to the Application event log on the server that runs the plug-in.
  4. Sandboxed plug-ins should use tracing.
    1. Tracing is to provide isolated (sandboxed) plug-ins and custom workflow activities with a way to output runtime information when an exception is thrown because isolated plug-ins and custom workflow activities cannot write information to the system event log or the file system.
    2. The tracing service was implemented to provide sandboxed plug-ins and custom workflow activities with a means to output run-time information when an exception is thrown. In addition, tracing is also supported in plug-ins that is not sandboxed.

Activity Feeds Auto Post Workflow (5 of 5): Dynamics CRM 2011

This snack explains how activity feeds allows users to stay up to date on the CRM records that are most important to them. After you complete this snack you will be able to:

• Install activity feeds

• Configure entities for activity feeds

• Disable activity feeds rules

• Auto post activity feeds

CRM 2011: Sales Overview: Quotes, Orders, & Invoice

This video will take you through tracking and converting an email into a lead record. Then convert that lead record into a new opportunity record and demonstrate how to associate products, quotes, orders, and invoices when working with an opportunity record in CRM 2011.

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>
 

Conditional Formatting in the Outlook CRM Client

Color Grid for Dynamics 365

Color Form for Dynamics 365