Dynamics CRM document covers many topics related to customizing and extending the functionality of Dynamics CRM including: creating custom entities and fields, form and view customization, entity relationships, business rules, plugins, workflows, and connecting CRM to external systems using SSIS. The agenda covers areas like security, user management, and administration as well as development topics such as client-side scripting, CRUD operations, and advanced querying.
This document provides an overview of Dynamics 365 CRM architecture and customization scope. It discusses the online and on-premise deployment options for CRM and how users interact with the system through Outlook, web, and mobile clients. The document outlines the main functional modules in CRM and defines the difference between configuration and customization. It also introduces some third party tools for CRM and describes the database architecture. Finally, it details the main areas for customization in CRM including schema, security, processes, user interface, analytics, and templates.
Getting started with Microsoft dynamics crm 2016Firoz Muhammed
It was the slide deck I presented on the 'Microsoft dynamics CRM developers meetup- Hyderabad' on 13th August 16.
The Content of the presentations is:
What is CRM?
Intro to Microsoft Dynamics CRM
Microsoft Dynamics Stack
History of Dynamics CRM
Basic CRM Terminologies
Basic Modules in Dynamics CRM
New Features in Dynamics CRM 2016
Certification path for Dynamics CRM
To learn more about Dynamics 365 and Power Apps visit www.dynamics365academy.com.
Subscribe YouTube Channel: https://www.youtube.com/channel/UCMBU1f6rshoFVB90yGwRE0w| training@magnifez.com | +91 9739 222 782
CRM stands for customer relationship management. Microsoft Dynamics is Microsoft's CRM product which aims to help businesses better understand their customers and transform digitally through applying intelligence to customer data. It has various products like Dynamics 365 for sales, marketing, customer service, and finance. Microsoft is a leader in the CRM market with over 140,000 employees and 17 million partnerships. It sees opportunities in cloud services and new partnerships, but faces threats from competitors like Salesforce.
Microsoft has re branded Dynamics CRM as Dynamics 365 for Sales in Dynamics 365. it is design to support the record keeping of the entire sale process. Dynamics 365 for Sales is an easy, agile and integrated CRM solution that enables you and your employees to make well-founded decisions, increase your turnover and provide a superior service to your customers.
The document discusses Microsoft Dynamics CRM Online. It highlights that CRM is important for managing customer relationships and driving business success. While traditional CRM projects have challenges, Microsoft Dynamics CRM Online offers a hosted online solution with quick deployment, low monthly fees, and usability benefits compared to other CRM options. It invites readers to try the online CRM system themselves.
Microsoft Dynamics 365 - Intelligent Business ApplicationsDavid J Rosenthal
Dynamics 365 is our business application offering that allows you, our customers, to go on your digital transformation journey.
It's our set of packaged solutions across marketing, sales, service, operations, finance, talent -- that modernize and transform these processes to allow you to go on your journey.
We're going to talk today about sort of what makes Dynamics 365 special, what makes it different, why it's not the same old same old business applications. And there are four characteristics that we'll sort of hit on in a stepwise manner.
They're modern, unified, intelligent, and adaptable. And so let's click through each one of those and talk about what we mean when we say those words.
Dynamics 365 introduction and functionalSatish Reddy
This document provides an overview of courses and topics related to Microsoft Dynamics 365. It discusses courses for introduction, functional areas like customer service and sales management, and customization. It also summarizes basics of CRM including entities, activities, and searching. Sections cover specifics of customer service, marketing including campaigns, and sales management features like opportunities and orders. Deployment models of on-premise versus online are compared.
This document introduces Microsoft Dynamics 365 business applications, including Customer Engagement apps like Sales, Marketing, Customer Service, and Field Service as well as Finance and Operations apps. It provides an overview of the fundamentals and evolution of Dynamics 365 from CRM and ERP to integrated cloud-based business applications. Resources for learning more about Dynamics 365 through self-paced learning, instructor-led training, and certification are also presented.
This document provides an overview of Dynamics 365 CRM architecture and customization scope. It discusses the online and on-premise deployment options for CRM and how users interact with the system through Outlook, web, and mobile clients. The document outlines the main functional modules in CRM and defines the difference between configuration and customization. It also introduces some third party tools for CRM and describes the database architecture. Finally, it details the main areas for customization in CRM including schema, security, processes, user interface, analytics, and templates.
Getting started with Microsoft dynamics crm 2016Firoz Muhammed
It was the slide deck I presented on the 'Microsoft dynamics CRM developers meetup- Hyderabad' on 13th August 16.
The Content of the presentations is:
What is CRM?
Intro to Microsoft Dynamics CRM
Microsoft Dynamics Stack
History of Dynamics CRM
Basic CRM Terminologies
Basic Modules in Dynamics CRM
New Features in Dynamics CRM 2016
Certification path for Dynamics CRM
To learn more about Dynamics 365 and Power Apps visit www.dynamics365academy.com.
Subscribe YouTube Channel: https://www.youtube.com/channel/UCMBU1f6rshoFVB90yGwRE0w| training@magnifez.com | +91 9739 222 782
CRM stands for customer relationship management. Microsoft Dynamics is Microsoft's CRM product which aims to help businesses better understand their customers and transform digitally through applying intelligence to customer data. It has various products like Dynamics 365 for sales, marketing, customer service, and finance. Microsoft is a leader in the CRM market with over 140,000 employees and 17 million partnerships. It sees opportunities in cloud services and new partnerships, but faces threats from competitors like Salesforce.
Microsoft has re branded Dynamics CRM as Dynamics 365 for Sales in Dynamics 365. it is design to support the record keeping of the entire sale process. Dynamics 365 for Sales is an easy, agile and integrated CRM solution that enables you and your employees to make well-founded decisions, increase your turnover and provide a superior service to your customers.
The document discusses Microsoft Dynamics CRM Online. It highlights that CRM is important for managing customer relationships and driving business success. While traditional CRM projects have challenges, Microsoft Dynamics CRM Online offers a hosted online solution with quick deployment, low monthly fees, and usability benefits compared to other CRM options. It invites readers to try the online CRM system themselves.
Microsoft Dynamics 365 - Intelligent Business ApplicationsDavid J Rosenthal
Dynamics 365 is our business application offering that allows you, our customers, to go on your digital transformation journey.
It's our set of packaged solutions across marketing, sales, service, operations, finance, talent -- that modernize and transform these processes to allow you to go on your journey.
We're going to talk today about sort of what makes Dynamics 365 special, what makes it different, why it's not the same old same old business applications. And there are four characteristics that we'll sort of hit on in a stepwise manner.
They're modern, unified, intelligent, and adaptable. And so let's click through each one of those and talk about what we mean when we say those words.
Dynamics 365 introduction and functionalSatish Reddy
This document provides an overview of courses and topics related to Microsoft Dynamics 365. It discusses courses for introduction, functional areas like customer service and sales management, and customization. It also summarizes basics of CRM including entities, activities, and searching. Sections cover specifics of customer service, marketing including campaigns, and sales management features like opportunities and orders. Deployment models of on-premise versus online are compared.
This document introduces Microsoft Dynamics 365 business applications, including Customer Engagement apps like Sales, Marketing, Customer Service, and Field Service as well as Finance and Operations apps. It provides an overview of the fundamentals and evolution of Dynamics 365 from CRM and ERP to integrated cloud-based business applications. Resources for learning more about Dynamics 365 through self-paced learning, instructor-led training, and certification are also presented.
Dynamics 365 is a cloud-based business application that combines customer relationship management (CRM) and enterprise resource planning (ERP) capabilities. It allows users to manage customer data in the cloud, improve customer engagement through intelligent sales and marketing automation and proactive customer service, and connect field service and commerce operations. The document provides an overview of Dynamics 365 features and capabilities including pricing and deployment options, and it describes key components like the user interface, common terminology, personalization settings, and advanced customization options.
The document provides an overview of the key modules in Dynamics 365 Sales including basics, tracking customers, increasing sales, using playbooks, setting sales targets, sales management, product management, marketing campaigns, case management, managing data, reports, embedded intelligence features, integration with Outlook and Teams, and mobile apps. The modules cover functionality for managing accounts, leads, opportunities, quotes, orders, invoices, goals, forecasts, products, pricing, campaigns, cases, importing/exporting data, and reporting.
Know more about expanded capabilities & benefits of Dynamics 365 for customer services to manage and track customer service activity in your organization.
Microsoft Dynamics 365 provides dedicated modules for specific business needs like Marketing, Sales, Human Resources, Customer Engagement, Project Management and Supply Chain. To know more about this visit: https://www.solzit.com/dynamics/
We’re all busy—and it’s a common theme in most professional workplaces—with people trying to get more done with finite time and resources. For a lot of firms today, a major challenge is making sure we’re spending our precious time making the most of every business opportunity by maximizing client relationships. Marketing & BD teams need to know if they’re focusing on the opportunities, RFI’s and RFP’s with the best potential; that they are managing their firm pipeline effectively; and they are giving everyone on the team the best tools for the job—wherever they are.
That’s why firms today are focused on creating great client relationships – they need to try to reduce complexity and make it easier to maximize opportunities, provide excellent client experiences, and grow the firm.
Why should a legal or accounting firm care? Because client experience and knowledge is increasingly important for firms of all sizes – across all client interactions.
Client experience…
…is what differentiates your firm
…is how you win and keep clients for the long-term
…is how you grow your firm …and in a world where clients are mobile and social, your reputation (& brand) is more important than ever.
Today you don’t have as many contact points as you used to have, and you have to make every one count. To thrive in this ultra-competitive environment firms of all sizes have to make client experience a priority. That is why you need Dynamics 365 and xRM! Visit our websites www.xRM4Legal.com, www.xRM4Accounting.com and www.xRM4Finance.com or email Dynamics@xRM.email
By 2020, customer experience will be more important than price or products for brands. Organizations that embrace digital transformation average $100 million more income annually due to increased speed. Workers lose 40% of productive time switching tasks, costing the global economy $450 billion yearly in lost productivity.
Introduction to Customization in dynamics crm 2016Firoz Muhammed
To learn more about Dynamics 365 and Power Apps visit www.dynamics365academy.com.
Subscribe YouTube Channel: https://www.youtube.com/channel/UCMBU1f6rshoFVB90yGwRE0w| training@magnifez.com | +91 9739 222 782
This document provides an overview of Salesforce.com and its key features. It introduces Customer Relationship Management (CRM) and how cloud-based CRM systems like Salesforce address issues with traditional on-premise systems. Salesforce includes the Sales Cloud, Service Cloud and Marketing Cloud to manage customer relationships across sales, service and marketing functions. It also utilizes tools like standard and custom objects, workflows and analytics to provide a customizable platform for businesses.
The document provides an overview of Salesforce's platform and how it enables companies to become customer-centric. It highlights key capabilities including connecting customers in new ways, running a business from mobile, building personalized journeys, and gaining insights from customer data. Case studies show how companies have driven improvements in metrics like revenue, customer satisfaction, and productivity by connecting employees, partners, and customers on the Salesforce platform.
Architecture of Dynamics CRM with Office 365 and AzurePedro Azevedo
This document provides an overview of Microsoft Dynamics 365 and how it integrates with other Microsoft technologies like Office 365 and Azure. It discusses the CRM market share and Dynamics 365's growth. It describes how Dynamics 365 can be deployed on Azure and leverages various Azure services for capabilities like offline syncing, machine learning, voice of customer, and more. It also mentions related technologies like PowerApps, Logic Apps, and pricing considerations.
The document introduces the Salesforce platform and provides an overview of its capabilities. It discusses how the platform can be used to build employee apps, partner apps, and customer apps. It also summarizes several tools on the platform, including Visualforce, Apex, Lightning components, Heroku, and ExactTarget. The presentation aims to demonstrate how the Salesforce platform can support innovation through clicks and code functionality.
Introduction to Salesforce | Salesforce Tutorial for Beginners | Salesforce T...Edureka!
( Salesforce Training: https://www.edureka.co/salesforce-administrator-and-developer-training)
This tutorial will give you an introduction to the Salesforce CRM and talk tell you how & why Salesforce has emerged as one of the leading cloud computing companies today.
This video covers the following topics:
1. Salesforce:- Need & Rise
2. Features Of Salesforce
3. Demo: Salesforce In Action
Managed vs Unmanaged Solution- Dynamics 365 CE (CRM)Ali Sharifi
This document discusses managed and unmanaged solutions in Microsoft Dynamics 365. It begins with an overview of solution components and the solution entity model. It then provides a history lesson on solutions from versions 4.0 through the current D365 version. The main sections compare unmanaged and managed solutions, discuss strategies for organizing multiple solutions, and outline a typical solution lifecycle and best practices for creating patches, updates, and deleting components.
You’ve heard the word “Salesforce” being thrown around by small and big enterprises, but you have no idea if your business needs it? If you’re running a business that’s growing just the way you want it to, you will probably need Salesforce CRM sooner than later. But first things first—learn what Salesforce CRM is, how it works and how you should use it to support your day to day operations.
Read the blog in detail
http://suyati.com/how-salesforce-crm-works-and-uses/
For any information on our Salesforce capabilities, email services@suyati.com.
http://suyati.com/
What is Microsoft Dynamics 365 Business Central & What Does It Mean for My Bu...Callie Wagner
Cloud Microsoft Dynamics 365 Business Central is a business management solution that's connecting people and processes like never before.
Benefits:
From day one it makes ordering, selling, invoicing and reporting easier and faster.
Turn your multiple disconnected systems into one.
Boost efficiency with automated tasks and workflows all from within familiar office tools like Outlook, Word & Excel.
Get a complete picture of your business with built-in intelligence.
With your business running in the cloud, it's easy to change and adapt at your own pace, start with what you need quickly and easily, and be ready for growth.
The document provides an agenda and overview for an introduction to Salesforce training session. It discusses topics like cloud computing models, the benefits of CRM systems, Salesforce editions and licenses, navigating the Salesforce user interface, and the various Salesforce clouds. It also defines key Salesforce concepts and terminology like instances, environments, objects, fields, and records. The training concludes with information on how to get started with the Trailhead learning platform and tips for continuing to learn Salesforce.
Oracle provides CRM analytics capabilities including a global single-instance CRM implementation with consolidated data and standardized integration. The document outlines Oracle's BI strategy of leveraging existing ERP and CRM assets with a single-instance approach for analytics. It describes the large-scale BI deployment at Oracle with standardized reporting across applications and datasets.
D365 Customer Insights helps unify customer data from multiple sources using a common data model. This allows for a 360-degree view of each customer and their journey across channels. It also enables more powerful AI and personalization by bringing together disparate customer data. The tool ingests data from various sources, maps it to a common schema, consolidates it into single customer profiles, enriches the profiles with AI and signals from Microsoft Graph. It then derives insights from this unified data to automate and optimize processes. These insights can be activated across channels through connectors and APIs.
Salesforce is a cloud-based customer relationship management (CRM) system that allows nonprofits to track constituents such as donors, volunteers, and program participants. Over 20,000 nonprofits in the U.S. use Salesforce. The Nonprofit Starter Pack is a free app that customizes Salesforce for nonprofits by allowing them to track things like donors, volunteers, relationships, and recurring donations. Implementing Salesforce helps nonprofits manage data more effectively, meet reporting requirements, improve efficiencies, and break down silos within the organization.
The document provides an overview of Salesforce development. It discusses that Salesforce is a cloud-based CRM platform with over 82,000 customers. It offers features for marketing, sales, services, and more. Salesforce can be customized through tools like Sales Cloud, Service Cloud, and Custom Cloud. Development in Salesforce involves creating objects and relationships, automating processes with workflows and approvals, building reports and dashboards, adding programming logic with Apex, and creating custom interfaces with Visualforce.
Microsoft Dynamics CRM Technical Training for Dicker Data ResellersDavid Blumentals
Many Microsoft partners have found success driving revenue and delivering solutions with Office 365. Partners have built profitable service portfolios by selling, implementing, and creating value-added services for Office 365.
But there are many additional opportunities from Microsoft which enable Office 365 partners to elevate productivity for their customers. Microsoft Dynamics CRM Online is such an opportunity.
Dynamics CRM Online is a customer relationship management solution which allows your customers to track relationships and interactions, automate business processes and gain valuable insights into their own customers. Capabilities include Sales Force Automation, Marketing Automation, Customer Service and Social Media Insight.
O365 and CRM Online give customers an incredible solution and partners a fantastic new offering. Adding CRM Online to O365 lets customers cut through the clutter—to zero in and easily identify what they need to do next. It lets them find a relevant way to connect with their customer so they can win faster. And lets them collaborate with people, find, and access the information they need to ultimately sell more and grow their business.
By adding CRM Online, you elevate the discussion to business solutions. Plus, in addition to sales, Dynamics CRM has great solutions across marketing, customer service, and social listening & engagement.
xRM extends this to industry-specific solutions.
In this technical training we introduce Dicker Data reseller partners to key CRM concepts including Deployment including Solution import, Settings and Personal Options; Customization and configuration; Data import; CRM for Outlook and mobile access; Reports and dashboards and Introduction to business rules and processes.
Get Data from Microsoft CRM using Mule ESBSanjeet Pandey
The document discusses how to use MuleSoft's integration platform to connect to and retrieve data from Microsoft CRM using Mule ESB. It provides an overview of MuleSoft and Microsoft CRM, prerequisites for connecting, and steps to install the Microsoft Dynamics CRM connector and configure a Mule flow to create, retrieve, update and delete CRM records. The steps include creating a Mule project, configuring the global CRM element with authentication details, and dragging connectors and transformers to the canvas.
Dynamics 365 is a cloud-based business application that combines customer relationship management (CRM) and enterprise resource planning (ERP) capabilities. It allows users to manage customer data in the cloud, improve customer engagement through intelligent sales and marketing automation and proactive customer service, and connect field service and commerce operations. The document provides an overview of Dynamics 365 features and capabilities including pricing and deployment options, and it describes key components like the user interface, common terminology, personalization settings, and advanced customization options.
The document provides an overview of the key modules in Dynamics 365 Sales including basics, tracking customers, increasing sales, using playbooks, setting sales targets, sales management, product management, marketing campaigns, case management, managing data, reports, embedded intelligence features, integration with Outlook and Teams, and mobile apps. The modules cover functionality for managing accounts, leads, opportunities, quotes, orders, invoices, goals, forecasts, products, pricing, campaigns, cases, importing/exporting data, and reporting.
Know more about expanded capabilities & benefits of Dynamics 365 for customer services to manage and track customer service activity in your organization.
Microsoft Dynamics 365 provides dedicated modules for specific business needs like Marketing, Sales, Human Resources, Customer Engagement, Project Management and Supply Chain. To know more about this visit: https://www.solzit.com/dynamics/
We’re all busy—and it’s a common theme in most professional workplaces—with people trying to get more done with finite time and resources. For a lot of firms today, a major challenge is making sure we’re spending our precious time making the most of every business opportunity by maximizing client relationships. Marketing & BD teams need to know if they’re focusing on the opportunities, RFI’s and RFP’s with the best potential; that they are managing their firm pipeline effectively; and they are giving everyone on the team the best tools for the job—wherever they are.
That’s why firms today are focused on creating great client relationships – they need to try to reduce complexity and make it easier to maximize opportunities, provide excellent client experiences, and grow the firm.
Why should a legal or accounting firm care? Because client experience and knowledge is increasingly important for firms of all sizes – across all client interactions.
Client experience…
…is what differentiates your firm
…is how you win and keep clients for the long-term
…is how you grow your firm …and in a world where clients are mobile and social, your reputation (& brand) is more important than ever.
Today you don’t have as many contact points as you used to have, and you have to make every one count. To thrive in this ultra-competitive environment firms of all sizes have to make client experience a priority. That is why you need Dynamics 365 and xRM! Visit our websites www.xRM4Legal.com, www.xRM4Accounting.com and www.xRM4Finance.com or email Dynamics@xRM.email
By 2020, customer experience will be more important than price or products for brands. Organizations that embrace digital transformation average $100 million more income annually due to increased speed. Workers lose 40% of productive time switching tasks, costing the global economy $450 billion yearly in lost productivity.
Introduction to Customization in dynamics crm 2016Firoz Muhammed
To learn more about Dynamics 365 and Power Apps visit www.dynamics365academy.com.
Subscribe YouTube Channel: https://www.youtube.com/channel/UCMBU1f6rshoFVB90yGwRE0w| training@magnifez.com | +91 9739 222 782
This document provides an overview of Salesforce.com and its key features. It introduces Customer Relationship Management (CRM) and how cloud-based CRM systems like Salesforce address issues with traditional on-premise systems. Salesforce includes the Sales Cloud, Service Cloud and Marketing Cloud to manage customer relationships across sales, service and marketing functions. It also utilizes tools like standard and custom objects, workflows and analytics to provide a customizable platform for businesses.
The document provides an overview of Salesforce's platform and how it enables companies to become customer-centric. It highlights key capabilities including connecting customers in new ways, running a business from mobile, building personalized journeys, and gaining insights from customer data. Case studies show how companies have driven improvements in metrics like revenue, customer satisfaction, and productivity by connecting employees, partners, and customers on the Salesforce platform.
Architecture of Dynamics CRM with Office 365 and AzurePedro Azevedo
This document provides an overview of Microsoft Dynamics 365 and how it integrates with other Microsoft technologies like Office 365 and Azure. It discusses the CRM market share and Dynamics 365's growth. It describes how Dynamics 365 can be deployed on Azure and leverages various Azure services for capabilities like offline syncing, machine learning, voice of customer, and more. It also mentions related technologies like PowerApps, Logic Apps, and pricing considerations.
The document introduces the Salesforce platform and provides an overview of its capabilities. It discusses how the platform can be used to build employee apps, partner apps, and customer apps. It also summarizes several tools on the platform, including Visualforce, Apex, Lightning components, Heroku, and ExactTarget. The presentation aims to demonstrate how the Salesforce platform can support innovation through clicks and code functionality.
Introduction to Salesforce | Salesforce Tutorial for Beginners | Salesforce T...Edureka!
( Salesforce Training: https://www.edureka.co/salesforce-administrator-and-developer-training)
This tutorial will give you an introduction to the Salesforce CRM and talk tell you how & why Salesforce has emerged as one of the leading cloud computing companies today.
This video covers the following topics:
1. Salesforce:- Need & Rise
2. Features Of Salesforce
3. Demo: Salesforce In Action
Managed vs Unmanaged Solution- Dynamics 365 CE (CRM)Ali Sharifi
This document discusses managed and unmanaged solutions in Microsoft Dynamics 365. It begins with an overview of solution components and the solution entity model. It then provides a history lesson on solutions from versions 4.0 through the current D365 version. The main sections compare unmanaged and managed solutions, discuss strategies for organizing multiple solutions, and outline a typical solution lifecycle and best practices for creating patches, updates, and deleting components.
You’ve heard the word “Salesforce” being thrown around by small and big enterprises, but you have no idea if your business needs it? If you’re running a business that’s growing just the way you want it to, you will probably need Salesforce CRM sooner than later. But first things first—learn what Salesforce CRM is, how it works and how you should use it to support your day to day operations.
Read the blog in detail
http://suyati.com/how-salesforce-crm-works-and-uses/
For any information on our Salesforce capabilities, email services@suyati.com.
http://suyati.com/
What is Microsoft Dynamics 365 Business Central & What Does It Mean for My Bu...Callie Wagner
Cloud Microsoft Dynamics 365 Business Central is a business management solution that's connecting people and processes like never before.
Benefits:
From day one it makes ordering, selling, invoicing and reporting easier and faster.
Turn your multiple disconnected systems into one.
Boost efficiency with automated tasks and workflows all from within familiar office tools like Outlook, Word & Excel.
Get a complete picture of your business with built-in intelligence.
With your business running in the cloud, it's easy to change and adapt at your own pace, start with what you need quickly and easily, and be ready for growth.
The document provides an agenda and overview for an introduction to Salesforce training session. It discusses topics like cloud computing models, the benefits of CRM systems, Salesforce editions and licenses, navigating the Salesforce user interface, and the various Salesforce clouds. It also defines key Salesforce concepts and terminology like instances, environments, objects, fields, and records. The training concludes with information on how to get started with the Trailhead learning platform and tips for continuing to learn Salesforce.
Oracle provides CRM analytics capabilities including a global single-instance CRM implementation with consolidated data and standardized integration. The document outlines Oracle's BI strategy of leveraging existing ERP and CRM assets with a single-instance approach for analytics. It describes the large-scale BI deployment at Oracle with standardized reporting across applications and datasets.
D365 Customer Insights helps unify customer data from multiple sources using a common data model. This allows for a 360-degree view of each customer and their journey across channels. It also enables more powerful AI and personalization by bringing together disparate customer data. The tool ingests data from various sources, maps it to a common schema, consolidates it into single customer profiles, enriches the profiles with AI and signals from Microsoft Graph. It then derives insights from this unified data to automate and optimize processes. These insights can be activated across channels through connectors and APIs.
Salesforce is a cloud-based customer relationship management (CRM) system that allows nonprofits to track constituents such as donors, volunteers, and program participants. Over 20,000 nonprofits in the U.S. use Salesforce. The Nonprofit Starter Pack is a free app that customizes Salesforce for nonprofits by allowing them to track things like donors, volunteers, relationships, and recurring donations. Implementing Salesforce helps nonprofits manage data more effectively, meet reporting requirements, improve efficiencies, and break down silos within the organization.
The document provides an overview of Salesforce development. It discusses that Salesforce is a cloud-based CRM platform with over 82,000 customers. It offers features for marketing, sales, services, and more. Salesforce can be customized through tools like Sales Cloud, Service Cloud, and Custom Cloud. Development in Salesforce involves creating objects and relationships, automating processes with workflows and approvals, building reports and dashboards, adding programming logic with Apex, and creating custom interfaces with Visualforce.
Microsoft Dynamics CRM Technical Training for Dicker Data ResellersDavid Blumentals
Many Microsoft partners have found success driving revenue and delivering solutions with Office 365. Partners have built profitable service portfolios by selling, implementing, and creating value-added services for Office 365.
But there are many additional opportunities from Microsoft which enable Office 365 partners to elevate productivity for their customers. Microsoft Dynamics CRM Online is such an opportunity.
Dynamics CRM Online is a customer relationship management solution which allows your customers to track relationships and interactions, automate business processes and gain valuable insights into their own customers. Capabilities include Sales Force Automation, Marketing Automation, Customer Service and Social Media Insight.
O365 and CRM Online give customers an incredible solution and partners a fantastic new offering. Adding CRM Online to O365 lets customers cut through the clutter—to zero in and easily identify what they need to do next. It lets them find a relevant way to connect with their customer so they can win faster. And lets them collaborate with people, find, and access the information they need to ultimately sell more and grow their business.
By adding CRM Online, you elevate the discussion to business solutions. Plus, in addition to sales, Dynamics CRM has great solutions across marketing, customer service, and social listening & engagement.
xRM extends this to industry-specific solutions.
In this technical training we introduce Dicker Data reseller partners to key CRM concepts including Deployment including Solution import, Settings and Personal Options; Customization and configuration; Data import; CRM for Outlook and mobile access; Reports and dashboards and Introduction to business rules and processes.
Get Data from Microsoft CRM using Mule ESBSanjeet Pandey
The document discusses how to use MuleSoft's integration platform to connect to and retrieve data from Microsoft CRM using Mule ESB. It provides an overview of MuleSoft and Microsoft CRM, prerequisites for connecting, and steps to install the Microsoft Dynamics CRM connector and configure a Mule flow to create, retrieve, update and delete CRM records. The steps include creating a Mule project, configuring the global CRM element with authentication details, and dragging connectors and transformers to the canvas.
Integration with Microsoft CRM using Mule ESBSanjeet Pandey
This document discusses how to integrate Microsoft CRM with Mule ESB using the Microsoft Dynamics CRM connector in Mule. It outlines prerequisites like username, password, and organization URL. It describes installing the connector in Anypoint Studio and creating a new Mule project. It provides steps to configure the global CRM element with authentication details and test the connection. Finally, it explains how to create a basic Mule flow with HTTP and CRM connectors and a JSON transformer.
The document discusses the upgrade process from Microsoft Dynamics CRM 2011 to Microsoft Dynamics CRM 2013. It outlines that the upgrade can be done either in-place on an existing CRM 2011 server or by installing CRM 2013 on a new server and database. It also summarizes key considerations for the upgrade such as supported platforms, solution and database changes, and removal of legacy features.
Web Resources in CRM are the virtual web files that are stored in CRM database and used to implement web page functionalities in CRM. These files can be of HTML, JScript, Silverlight, or any other supported types.
DSM Tracking Software built on Microsoft Dynamics CRM to manage and report on Demand Side Management Projects, Applications, Rebates, Incentives and Energy Savings.
Corinna Schmeykal presented on integrating data between CRM and collaboration systems like Dynamics 365 and Office 365. She discussed challenges like user adoption and customizing integrations. Use cases showed how Riva helped companies sync calendars, contacts and emails across different systems. Riva's customer intelligence tools provide social profiles and third-party data within Outlook and mobile apps to improve customer interactions. The presentation concluded with emphasizing key aspects of CRM integration like availability of information, usability, customization, and security.
Salesforce is a cloud-based CRM platform headquartered in San Francisco. It has over 82,000 customers and provides a complete suite of marketing, sales, service, and other features. Salesforce uses a multitenant architecture and offers low-cost subscription plans on a pay-as-you-go model starting at $5 per user per month. It allows high levels of customization through tools like Visualforce, Apex, and the AppExchange marketplace.
Many Microsoft partners have found success driving revenue and delivering solutions with Office 365. Partners have built profitable service portfolios by selling, implementing, and creating value-added services for Office 365.
But there are many additional opportunities from Microsoft which enable Office 365 partners to elevate productivity for their customers. Microsoft Dynamics CRM Online is such an opportunity.
Dynamics CRM Online is a customer relationship management solution which allows your customers to track relationships and interactions, automate business processes and gain valuable insights into their own customers. Capabilities include Sales Force Automation, Marketing Automation, Customer Service and Social Media Insight.
O365 and CRM Online give customers an incredible solution and partners a fantastic new offering. Adding CRM Online to O365 lets customers cut through the clutter—to zero in and easily identify what they need to do next. It lets them find a relevant way to connect with their customer so they can win faster. And lets them collaborate with people, find, and access the information they need to ultimately sell more and grow their business.
By adding CRM Online, you elevate the discussion to business solutions. Plus, in addition to sales, Dynamics CRM has great solutions across marketing, customer service, and social listening & engagement.
xRM extends this to industry-specific solutions.
In this technical training we introduce Dicker Data reseller partners to Managing and deploying customizations; Configuring role-based security; Customizing entities, adding fields and relationships; Building forms for users to input and retrieve data; Presenting clear information in views and charts; Combining data sources on a dashboard; Going beyond role-based record-level security and assisting users through their business processes.
Microsoft Dynamics 365 xRM4Legal xRM4Accounting Technical OverviewDavid Blumentals
Data has become the new currency, and firms create and have access to more of it, and faster than ever before. The challenge is how to transform it into intelligence that generates action and drive outcomes. Dynamics 365 allows firms to adopt individual business apps such as Marketing, BD, Client Care and Operations, but as firms adopt more of the apps, synergies will be unleashed in the form of ‘Intelligent Business Processes’. This will help proactively guide employees & clients to generate optimal outcomes.
As an example – you can adopt Project Service Automation. Project teams can use it as standalone app in close alignment with Office 365, but when combined with Operations, the time and expense reports that project members submit, will automatically go to accounts, HR and Payroll systems, and Project Accounts will be automatically updated for Finance in the Operations App.
It sounds basic… but the fact is that the classic delineation between CRM and ERP has created a separation in data and processes. Dynamics 365 breaks down this separation, and our business platform strategy together with CIT and IOT is centered on enabling this to new levels.
Troubleshooting the Outlook Client UBCRM04 Microsoft Convergence DayONE 2011Tim Thorpe
The Microsoft Dynamics CRM Outlook Client is a key feature, but can be challenging to troubleshoot. This session will discuss some of the common issues and solutions. Join Tim Thorpe & Leslie Guffey from Black & Veatch, and Sean Dieken from Microsoft Premier Support, to discuss error logs from the installation process, how to overcome configuration, login, and other issues. There will be plenty of time for sharing so bring your challenges and solutions to share with the group.
Slide deck from BrightGen's webinar on the new features provided by the Salesforce Winter 23 release. Presented by Keir Bowden, CTO, in 12th October 2022.
This deck and webinar covers the features that we believe are of most interest to our customers and thus does not represent the entire release.
View the webinar recording at : https://youtu.be/G_WYKYgp5f4
IBM Connections enables you to connect and socialize with colleagues, find experts, and quickly share and organize information to get work done. As a developer, you can leverage the IBM Connections data to provide a better experience for your users. In this session, you learn what features you can extend, leverage and use to build a compelling experience. The session highlights how best to extend and work with the IBM Connections Cloud.
Updated file adds pointers to other sessions throughout the week.
MAS202 - Customizing IBM Connections - Downloadablepaulbastide
IBM Connections enables you to connect and socialize with colleagues, find experts, and quickly share and organize information to get work done. As a developer, you can leverage the IBM Connections data to provide a better experience for your users. In this session, you learn what features you can extend, leverage and use to build a compelling experience. The session highlights how best to extend and work with the IBM Connections Cloud.
This particular presentation is downloadable and missing some transition graphics which were licensed for viewing.
Established in 2009, Elite Mindz is a Software Development Company with proven track record. We are passionately engaged in providing the best Software Solutions to our worldwide clientele. We believe in adopting emerging technologies as per our client’s needs.
Microsoft Dynamics CRM offers several advantages over Salesforce.com including better integration with Microsoft products like Outlook through native Outlook functionality. It also includes a financially backed 99.9% uptime SLA and has deployment options of online, on-premise, or partner hosted. Additionally, it has lower costs starting at $44 per user per month compared to Salesforce starting at $65 and includes mobile access at no extra cost unlike Salesforce.
Sathiyamoorthi is a Microsoft Dynamics Technical Consultant with over 5 years of experience developing software using Microsoft technologies such as Dynamics CRM, C#, SQL Server, and SSRS. He has extensive experience customizing and implementing Dynamics CRM solutions for clients in various industries. He holds Microsoft certifications in Dynamics CRM 2011 and has worked on projects for clients including CEM Business Solutions, Venture Capital Bank, and Burgan Bank.
Using CRM Desktop for Oracle CRM On Demand #CRMOD R19 : This guide explains how to download / install / configure and use this offline tool for accessing CRM On Demand data from your familiar Microsoft Outlook interface.
This document was prepared by CRMIT ( http://www.crmit.com/ )
You can follow us in:
http://blog.crmit.com/
http://twitter.com/#!/crmitsolutions
https://plus.google.com/#105417478549877517638/posts
http://www.facebook.com/people/Crmit-Corp/100002244457350#!/profile.php?id=100002244457350
Observability Concepts EVERY Developer Should Know -- DeveloperWeek Europe.pdfPaige Cruz
Monitoring and observability aren’t traditionally found in software curriculums and many of us cobble this knowledge together from whatever vendor or ecosystem we were first introduced to and whatever is a part of your current company’s observability stack.
While the dev and ops silo continues to crumble….many organizations still relegate monitoring & observability as the purview of ops, infra and SRE teams. This is a mistake - achieving a highly observable system requires collaboration up and down the stack.
I, a former op, would like to extend an invitation to all application developers to join the observability party will share these foundational concepts to build on:
Securing your Kubernetes cluster_ a step-by-step guide to success !KatiaHIMEUR1
Today, after several years of existence, an extremely active community and an ultra-dynamic ecosystem, Kubernetes has established itself as the de facto standard in container orchestration. Thanks to a wide range of managed services, it has never been so easy to set up a ready-to-use Kubernetes cluster.
However, this ease of use means that the subject of security in Kubernetes is often left for later, or even neglected. This exposes companies to significant risks.
In this talk, I'll show you step-by-step how to secure your Kubernetes cluster for greater peace of mind and reliability.
“An Outlook of the Ongoing and Future Relationship between Blockchain Technologies and Process-aware Information Systems.” Invited talk at the joint workshop on Blockchain for Information Systems (BC4IS) and Blockchain for Trusted Data Sharing (B4TDS), co-located with with the 36th International Conference on Advanced Information Systems Engineering (CAiSE), 3 June 2024, Limassol, Cyprus.
Removing Uninteresting Bytes in Software FuzzingAftab Hussain
Imagine a world where software fuzzing, the process of mutating bytes in test seeds to uncover hidden and erroneous program behaviors, becomes faster and more effective. A lot depends on the initial seeds, which can significantly dictate the trajectory of a fuzzing campaign, particularly in terms of how long it takes to uncover interesting behaviour in your code. We introduce DIAR, a technique designed to speedup fuzzing campaigns by pinpointing and eliminating those uninteresting bytes in the seeds. Picture this: instead of wasting valuable resources on meaningless mutations in large, bloated seeds, DIAR removes the unnecessary bytes, streamlining the entire process.
In this work, we equipped AFL, a popular fuzzer, with DIAR and examined two critical Linux libraries -- Libxml's xmllint, a tool for parsing xml documents, and Binutil's readelf, an essential debugging and security analysis command-line tool used to display detailed information about ELF (Executable and Linkable Format). Our preliminary results show that AFL+DIAR does not only discover new paths more quickly but also achieves higher coverage overall. This work thus showcases how starting with lean and optimized seeds can lead to faster, more comprehensive fuzzing campaigns -- and DIAR helps you find such seeds.
- These are slides of the talk given at IEEE International Conference on Software Testing Verification and Validation Workshop, ICSTW 2022.
In his public lecture, Christian Timmerer provides insights into the fascinating history of video streaming, starting from its humble beginnings before YouTube to the groundbreaking technologies that now dominate platforms like Netflix and ORF ON. Timmerer also presents provocative contributions of his own that have significantly influenced the industry. He concludes by looking at future challenges and invites the audience to join in a discussion.
Epistemic Interaction - tuning interfaces to provide information for AI supportAlan Dix
Paper presented at SYNERGY workshop at AVI 2024, Genoa, Italy. 3rd June 2024
https://alandix.com/academic/papers/synergy2024-epistemic/
As machine learning integrates deeper into human-computer interactions, the concept of epistemic interaction emerges, aiming to refine these interactions to enhance system adaptability. This approach encourages minor, intentional adjustments in user behaviour to enrich the data available for system learning. This paper introduces epistemic interaction within the context of human-system communication, illustrating how deliberate interaction design can improve system understanding and adaptation. Through concrete examples, we demonstrate the potential of epistemic interaction to significantly advance human-computer interaction by leveraging intuitive human communication strategies to inform system design and functionality, offering a novel pathway for enriching user-system engagements.
How to Get CNIC Information System with Paksim Ga.pptxdanishmna97
Pakdata Cf is a groundbreaking system designed to streamline and facilitate access to CNIC information. This innovative platform leverages advanced technology to provide users with efficient and secure access to their CNIC details.
UiPath Test Automation using UiPath Test Suite series, part 6DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 6. In this session, we will cover Test Automation with generative AI and Open AI.
UiPath Test Automation with generative AI and Open AI webinar offers an in-depth exploration of leveraging cutting-edge technologies for test automation within the UiPath platform. Attendees will delve into the integration of generative AI, a test automation solution, with Open AI advanced natural language processing capabilities.
Throughout the session, participants will discover how this synergy empowers testers to automate repetitive tasks, enhance testing accuracy, and expedite the software testing life cycle. Topics covered include the seamless integration process, practical use cases, and the benefits of harnessing AI-driven automation for UiPath testing initiatives. By attending this webinar, testers, and automation professionals can gain valuable insights into harnessing the power of AI to optimize their test automation workflows within the UiPath ecosystem, ultimately driving efficiency and quality in software development processes.
What will you get from this session?
1. Insights into integrating generative AI.
2. Understanding how this integration enhances test automation within the UiPath platform
3. Practical demonstrations
4. Exploration of real-world use cases illustrating the benefits of AI-driven test automation for UiPath
Topics covered:
What is generative AI
Test Automation with generative AI and Open AI.
UiPath integration with generative AI
Speaker:
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
Goodbye Windows 11: Make Way for Nitrux Linux 3.5.0!SOFTTECHHUB
As the digital landscape continually evolves, operating systems play a critical role in shaping user experiences and productivity. The launch of Nitrux Linux 3.5.0 marks a significant milestone, offering a robust alternative to traditional systems such as Windows 11. This article delves into the essence of Nitrux Linux 3.5.0, exploring its unique features, advantages, and how it stands as a compelling choice for both casual users and tech enthusiasts.
Unlocking Productivity: Leveraging the Potential of Copilot in Microsoft 365, a presentation by Christoforos Vlachos, Senior Solutions Manager – Modern Workplace, Uni Systems
DevOps and Testing slides at DASA ConnectKari Kakkonen
My and Rik Marselis slides at 30.5.2024 DASA Connect conference. We discuss about what is testing, then what is agile testing and finally what is Testing in DevOps. Finally we had lovely workshop with the participants trying to find out different ways to think about quality and testing in different parts of the DevOps infinity loop.
Encryption in Microsoft 365 - ExpertsLive Netherlands 2024Albert Hoitingh
In this session I delve into the encryption technology used in Microsoft 365 and Microsoft Purview. Including the concepts of Customer Key and Double Key Encryption.
2. AGENDA
• Brief introduction on Dynamics CRM
• Business Unit
• Security roles
• User management
• Teams
• Entities(creating custom)
• Fields(Custom fields in Entity)
• Custom Business Rules
• Auditing
• Field security Profiles
• Positions
4. AGENDA (CUSTOMIZATIONS)
• Validating fields using JavaScript
• Creating custom plug-ins using SDK and Plug-in Registration tool
• Creating custom work flows and deploying to CRM
• Site map customization
• Ribbon customization
• SSIS(Sql Server Integration Services)
5. BRIEF INTRODUCTION ON DYNAMICS CRM
• CRM is now termed as XRM-Extended Relationship Management
• For every business who sell their product and who wants to retain their customers
needs CRM(Customer Relationship Management ) software.
• For offering services, they first has to sell the product.
• There are there modules CRM software offers 1. Sales 2.Services 3. Marketing
• Sales Process:
• Lead-->Qualify-->Opportunity-->(Create Quote-->Order-->Invoices)-->Won the
Opportunity-->Customer.
7. BRIEF INTRODUCTION ON DYNAMICS CRM
(CONT.)
• Deployment options: 1. Web client, Outlook client, Mobile &Tablets
• Available in On-premise, Online, Partner Hosted versions.
• Entity-->Contact, Opportunity, Leads etc.
• Form: Collection of fields.
• Filed : Single data point relating an entity.
• Contact: Person & Account: Business/Organization/Groups.
• Who ever creates a record becomes owner.
• For account/Company there can only be one primary contact and many sub contacts.
8. BRIEF INTRODUCTION ON DYNAMICS CRM
(CONT.)
• User Authentication:
• Windows Integrated Auth. --> Active Directory credentials
• Clam based Auth. --> Token generation.
• Federated Auth. --> Online CRM.
• CRM is a Multi-Tenant Application:
• Many organizations can be deployed on one server.
• For CRM online, each trail gets new CRM Organization.
• For on premise, we should create new Organization with "Deployment Manager" tool.
• Two Data bases in CRM:
• MS CRM Config Data base, Each Organization Data base
9. BUSINESS UNITS
• Each instance of CRM has a unique Business Unit.
• By default, a team is created with the same name as of BU.
• Business Unit is a company for example.
• There can be many BU's but only one root BU and can be many child BU's.
• Records created in parent can not be seen in child BU's. Whereas, records
created in child BU'S can be seen in Parent BU's
10. SECURITY ROLES
• Each user or team can be assigned a security role.
• There are 14 default security roles (CSR Manager, Admin etc)
• For each role(example CRS Manager) we can set different permission: Create read
write, share etc.
• Each role can be set at different levels.
11. USER MANAGEMENT & TEAMS
• For creating a new User system asks for licenses (User Licensing)
• CAL--> Client Access Licensing). -- > License Type and Access Mode.
• License Type-->
• Read/Write(fill, Limited, device full, device limited)
• Read (Limited , device limited)
• Access Mode
• Read Write & Read & Admin
• User can be set role with "Manage Role" option from ribbon
• Different users form different BU's can become a team but only admin cam
group.
• Record shared in a team/ when admin makes team as owner then the record
can be seen to all members of team though of different BU's.
16. FORM CUSTOMIZATION
• From Basic Types:
• Edit, Read-Optimised, Updated, Outlook page, Mobile.
• Edit form: Common and is automatically generated.
• Read- Optimised: Opt-in and if any client side script is enabled, it goes to Edit Form.
• Update: CRM Online and Process focused, doesn’t use ribbons, Only available in case, lead,
opportunity, Account.
• Role Tailored Forms: Creating multiple forms and deciding based on security code who is
going to see what form.
• Multiple forms can be created via “save as” or “new form”.
• Role Assignment:
• Allows targeting specific forms for specific roles
• Allows setting “specific roles” or “All roles”.
• System Admin and Customizer should always be the default roles while setting roles to form.
17. VIEW CUSTOMIZATION:
• Views: List of data for entities, Sub grids on forms for related records, for reports, for charts
on dash boards, Lookup dialogs for finding records.
• 3 types : Personal, System, Public.
• Personal: Visible only to user by default, can be shared with user/team, can not be converted
in to public view.
• System: Created by CRM when Entity is created. Advanced Find, Associated, Quick Find,
Lookup.
• Personal views are stored in UserQueue Entity.
• System and public are stored in SavedQuery.
18. RELATING 2 ENTITIES(1:N , N:1 , N:N)
• Example: (1:N) : An address can have many Phone Numbers.
• Relating My Address Entity and My Phone Entity.
• There can be many phones related to one address.
19. RELATING TWO ENTITIES (CONT.)
• CRM provides some rules that are performed when a certan action CRM happens in.
• Actions: Assign, Share, Unshare, Report, Delete, Merge.
• Each action can be done in 3 ways:
• Cascade all, Active, User Name.
• Parental and Referential can be the filed types.
• Connections are similar to N:N metadata relationship,it’s relation is defined by data.
• Connections roles define each side of connection.
• Example: Employer and Employee
20. SOLUTION LIFE CYCLE
• Managed Solution VS Unmanaged :
• Unmanaged are always used during development
• Use managed when you are building a project or need some level of isolation from
other changes.
• Use unmanaged when you are the only one delivering changes to the target CRM.
• Note:
• 1.You deploy your customizations as solution.
• When existing entity is used to create in a solution, it just creates a copy.
21. RIBBON CUSTOMIZATION AND SITE- MAP
CUSTOMIZATION
• We can use Ribbon work bench tool for customizing Ribbon.
• Sitemap customizer tool for customizing sitemap.
• Sales, Service, Marketing section in CMR is Area section.
• Case, Lead, Opportunity etc is a Sub Area section.
26. CLIENT SCRIPTING
• Scenarios:
• Making fields required.
• Option set filtering.
• Hide/Show tabs, sections, and Fields.
• Format data: Phone Number.
• Stopping the form to save with “restrict default” method().
• Refer below slides for all scripts using XRM.PAGE API
• Getting Attributes and controls
• Getting and setting values
• Working with controls, tabs and sections.option sets,
• Using client context: getslienturl, getuserid, getuserrules,
getquerystringparameters,getuserLcid.
32. WORKING WITH CRM DATA AND SERVICES
• API’s: Discovery service, Organization Service, Deployment Service.
• Core libraries: Microsoft.CRM.sdk, Micosoft.xrm.sdk,
Microsoft.xrm.client,system.runtime.serialization,system.configuration.
• Entity class:
• Represents an instance of CRM record.
• Attributes collection allows dynamic use for all entities in CRM.
• Dynamic usage is referred to as Late bound.
• Sdk utility CRMSVCUTIL provides code generation for typed classes.
• Using typed classes is referred to as Early binding.
• Use normal .Net data types for “most” attributes.
• Special Data Types: OptionsetValues, Money, EntityReference.
33. DEVELOPER TOOLS
• Few services links are exposed for developer to create a proxy and use them.
• Discovery Service: Exposes End-Point
• Organization Services : for each Organization as CRM is a multi tenant application.
• These services can be used in VS by creating proxy, and get all the entities even the
custom entities.
34. 3 WAYS FOR CONNECTING TO CRM
THROUGH VS2012
Way 1:
• Open Vs2012 command Prompt and enter cd
C:UsersPradeepCRM2013SDKBin Enter
• Now paste CrmSvcUtil.exe
/url:https://techminds123.api.crm.dynamics.com/XRMServices/2011/Organiz
ation.svc /out:GeneratedCode.cs
/username:Harsha123@techminds123.onmicrosoft.com /password:12ybYB!@
Enter
• This generates a class file GeneratedClass.cs file. Just import in to solution
and use it.
• Add references Microsoft.crm.sdk,
Microsoft.xrm.sdk,Microsoft.crm.client,system.Runtime.serialization
,system.System.Configuration
35. CONNECTING VS2012 WITH CRM
• Use Dynamics CRM Template.
• Download sdk 2016 and use developer toolkit.
• While creating a new solution it prompts for Discovery service connect to it and
can add javascript, html,css etc files.
• Can also connect to plug-in and create a custom plugin.
• Note You can just use references and create a new entity with late binding. And
create method
• Add GeneratedCode.cs file and get all account classes in to project Early
Binding. ---------
36. CRUD OPERATIONS
• Create:
• Create method /CreateRequest via Execute.
• When a record is created it assigns a GUID.
• Retrieve:
• With Retrieve (based on Primary ID), RetrieveMultiple(based on Query Expression or FetchXML), Via LINQ
• Entity account = Service.Retrieve(account.LogicalName,id,newColoumnset(true));
• Entity account = Service.Retrieve(account.LogicalName,id,newColoumnset(“m_title”));
• Update:
• Entity account = Service.Retrieve(account.LogicalName,id,newColoumnset(true));
• If(!account .Contains(“Creditlimit”))
• {
• Account[“CreditLimit”]= new money(500.00m);
• Service.update(account);
• }
• Better to udate just specific column rather retrieving all and updating unnecessary Audit.
• Can’t Update: Primary id, created on, Createdby, Modifiedon, modifiedby, overid, owningteam, owinguser, StateCode.
37. TOPICS TO COVER
• Using LINQ with CRM
• Advanced querying of CRM data.
• Using REST endpoints(OData).
• Working with Metadata.
• Business Process flow, dialogs fetch xml etc.
46. EXTENDING CRM CUSTOMIZATIONS
• Plug in --> Plug in is a post- pre- process logic which you want to run when any
CRM activity happens. (like a new contact is created)
• Download SDK--> when a plug in logic is created using C# and it can be injected in
to CRM by Plug-in Registration Tool(SDK-->Tools-->Plugin Registration).
• Tool-->New activity--> save--> new step(create when contact entity and insert our
custom dll).
• This creates a record (like Audit trail) when new contact is created.
• Note: Practiced this in VS2012 but has issues and ought to confirm.
48. CUSTOM WORK FLOWS
• Work Flow--> Series of connected activities which run in parallel.
• Two types: Code Workflow, Designer Work Flow.
• In OOB we have dialog Work flow, Business process work flow etc.
• Two types: Sequence/ Flowchart can be used as container.
• Sequence is one after another where as, flowchart can go back.
49. SSIS(SQL SERVER INTEGRATION SERVICES
• Note: Yet to practice a lot.
• SSIS: Data Extraction , Transformation , Loading (ETL)
• Used as middleware.
• Example --> Visual Studio--> file --> new--> BI template--> activity-->Flat file/ODBC
source to OLEDB Destination
• Import flat file on the control and run . You can find in OLEDB.