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Lesson Posted on 13 Jun IT Courses/MS Dynamics CRM IT Courses/Microsoft Dynamics Course

How to use FetchXml in CRM Web API

Jayakar Reddy

? Implementation of MSCRM 2011, 2013, 2015,2016 and Dynamics 365 ? Customizing MSCRM 2011, CRM 2013,...

Here I am going to show how to use FetxhXML query to get the results from CRM Web API. below example shows how to get logged in user Security roles. function getRoles(token) {var req = new XMLHttpRequest();var fetch = “<fetch version=’1.0′ output-format=’xml-platform’... read more

Here I am going to show how to use FetxhXML query to get the results from CRM Web API.  below example shows how to get logged in user Security roles.

function getRoles(token) {
var req = new XMLHttpRequest();
var fetch = “<fetch version=’1.0′ output-format=’xml-platform’ mapping=’logical’ distinct=’true’>” +
“<entity name=’role’>” +
“<attribute name=’name’ />” +
“<attribute name=’businessunitid’ />” +
“<attribute name=’roleid’ />” +
“<order attribute=’name’ descending=’false’ />” +
“<link-entity name=’systemuserroles’ from=’roleid’ to=’roleid’ visible=’false’ intersect=’true’>” +
“<link-entity name=’systemuser’ from=’systemuserid’ to=’systemuserid’ alias=’ad’>” +
“<filter type=’and’>” +
“<condition attribute=’systemuserid’ operator=’eq-userid’ />” +
“</filter>” +
“</link-entity>” +
“</link-entity>” +
“</entity>” +
“</fetch>”;
$.ajax({
type: “GET”,
contentType: “application/json; charset=utf-8”,
datatype: “json”,
url: Xrm.Page.context.getClientUrl() + “/api/data/v8.2/roles?fetchXml=” + fetch,
beforeSend: function (XMLHttpRequest) {
XMLHttpRequest.setRequestHeader(“OData-MaxVersion”, “4.0”);
XMLHttpRequest.setRequestHeader(“OData-Version”, “4.0”);
XMLHttpRequest.setRequestHeader(“Accept”, “application/json”);
XMLHttpRequest.setRequestHeader(“Prefer”, “odata.include-annotations=\”*\””);
},
async: false,
success: function (data, textStatus, xhr) {
var results = data;
for (var i = 0; i < results.value.length; i++) {
var roleid = results.value[i][“roleid”];
var roleName = results.value[i][“name”];
}
},
error: function (xhr, textStatus, errorThrown) {
alert(textStatus + ” ” + errorThrown);
}
});
}

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Lesson Posted on 13 Jun IT Courses/Microsoft Training/Microsoft Azure Training IT Courses/Microsoft Dynamics Course IT Courses/MS Dynamics CRM

OAuth Authentication (without using ADAL) to Dynamics 365 using Azure Apps

Jayakar Reddy

? Implementation of MSCRM 2011, 2013, 2015,2016 and Dynamics 365 ? Customizing MSCRM 2011, CRM 2013,...

Here I am going to show without using ADAL(active directory authentication library) how to get the authentication token and how to connect to CRM from a standalone HTML Page using the web-API. I will not explain in detail about how to register an APP in azure and give it access to Dynamics CRM. Use... read more

Here I am going to show without using ADAL(active directory authentication library) how to get the authentication token and how to connect to CRM from a standalone HTML Page using the web-API.

I will not explain in detail about how to register an APP in azure and give it access to Dynamics CRM.

Use below code to get the OAuth token once you’re done with Azure app registration

var microsoftTokenUrl = "https://login.microsoftonline.com/4060bfe9-7199-xxxxxxx-xxxxxxx/oauth2/token"; //Add your endpoint URL
var clientId = "xxxxxxxx-9715-xxxx-xxxx-3a1fac0cc5fe"; // Add your app ID
var clientSecret = "xxxxxxMJTQmtu4V73cRyduZ6vS40AlkAtSxxxxxxx";//Add your Secret Key
var resource = "https://xxxxxxx.crm5.dynamics.com";//Add your CRM Url
var grantType = "client_credentials";
function GetAuthroisationToken() {
var token=null;
$.ajax({
url: microsoftTokenUrl,
type: "POST",
contentType: "application/x-www-form-urlencoded",
crossDomain: true,
dataType: "json",
async: false,
data: {
'resource': resource,
'client_id': clientId,
'client_secret': clientSecret,
'grant_type': grantType
},
beforeSend: function (XMLHttpRequest) {
XMLHttpRequest.setRequestHeader("Accept", "application/json");
},
success: function (data, textStatus, xhr) {
token= data.access_token;
},
error: function (xhr, textStatus, errorThrown) {
alert(textStatus);
}});
return token;
}

Here is the sample code to create the lead in CRM (Design your HTML as your wish)

var entity = {};
entity.subject = $("#subject").val();
entity.firstname = $("#fname").val();
entity.lastname = $("#lname").val();
var salutation = $("#title option:selected").val();
entity.address1_postalcode = $("#postalcode").val();
entity.address1_city = $("#city").val();
entity.address1_stateorprovince = $("#state").val();
entity.address1_country = $("#country").val();
entity.address1_line1 = $("#address").val();
entity.emailaddress1 = $("#email").val();
entity.telephone1 = $("#phone").val();
entity.companyname = $("#company").val();
entity.jobtitle = $("#function").val();
entity.leadsourcecode = 8;
var token = GetAuthroisationToken();
if(token!=null)
webApi_Create("leads", entity, false,token);
function webApi_Create(entityName,entityObject,isAsync,token)
{
var newEntityId = null;
$.ajax({
type: "POST",
contentType: "application/json; charset=utf-8",
datatype: "json",
url: resource + "/api/data/v8.2/" + entityName,
data: JSON.stringify(entityObject),
beforeSend: function (XMLHttpRequest) {
XMLHttpRequest.setRequestHeader("OData-MaxVersion", "4.0");
XMLHttpRequest.setRequestHeader("OData-Version", "4.0");
XMLHttpRequest.setRequestHeader("Accept", "application/json");
XMLHttpRequest.setRequestHeader("Authorization", "Bearer " + token);
},
async: isAsync,
success: function (data, textStatus, xhr) {
var uri = xhr.getResponseHeader("OData-EntityId");
var regExp = /\(([^)]+)\)/;
var matches = regExp.exec(uri);
newEntityId = matches[1];
if (newEntityId !== null)
alert("Record Created!");
},
error: function (xhr, textStatus, errorThrown) {
alert(textStatus + " " + errorThrown);
}
});
return newEntityId;
}

 
 
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Lesson Posted on 28 May IT Courses/MS Dynamics CRM IT Courses/MS CRM

Creating/Setting/Admin Center of Dynamics CRM - Office 365

Sumit Gupta

Having total 5 years of experience in software development and implementation. Proficient in doing...

Introduction Dynamics 365 is a cloud service launched by Microsoft. It combines its Cloud CRM and ERP services into a single offering.Microsoft Dynamics 365 is the next generation of intelligent business applications in the cloud. Microsoft Dynamics AX - business software with global business management... read more

Introduction

Dynamics 365 is a cloud service launched by Microsoft.
It combines its Cloud CRM and ERP services into a single offering.
Microsoft Dynamics 365 is the next generation of intelligent business applications in the cloud.

  • Microsoft Dynamics AX - business software with global business management features for financial, human resources, and operations.
  • Microsoft Dynamics GP - ERP software for small and midsize businesses: helps manage financials, supply chain, and employees
  • Microsoft Dynamics NAV - Business Management solution that allows small and mid-sized companies manage their financials, supply chain, and people. It features multiple languages and multiple currencies.
  • Microsoft Dynamics C5 can assist with finance, manufacturing, supply chains, analytics and electronic commerce for small and medium-sized enterprises.
  • Microsoft Dynamics CRM is a customer relationship management application from Microsoft.

What is CRM?

CRM is an “analytics platform” which helps to reduce costs and increase the profitability of the organisation by organising and automating the business process.
CRM is a term that refers to practices, strategies and technologies that companies use to manage and analyse customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships.

CRM Deployments

  • CRM Online: CRM Online is a cloud-based offering of Microsoft Dynamics CRM where all the backend processes (such as application servers, setups, deployments, databases, licensing, etc.) are managed on Microsoft servers.

CRM Online is a subscription-based offering which is more preferred for organisations who may not want to manage all the technicalities involved in a CRM implementation. You can get started with setting up your system in few days (not weeks, months or years) and access it on the web via your browser.

  • CRM On-Premise :

CRM On-premise is a more customised and robust offering of Microsoft Dynamics CRM where the CRM application and databases will be deployed on your servers. This offering allows you to control all your databases, customisations, deployments, backups, licensing and all other network and hardware setups.
Organizations who want to go for a customised CRM solution prefers on-premise deployment as it offers better integration and customisation capabilities.

 

Office 365

Office 365 is the brand name Microsoft uses for a group of software and services subscriptions, which together provide productivity software and related services to subscribers.

For Consumers

The service allows the use of Microsoft Office apps on Windows and macOS, provides storage space on Microsoft's cloud storage service OneDrive, and grants 60 Skype minutes per month.

For Business Users

Office 365 offers service plans providing e-mail and social networking services through hosted versions of Exchange Server, Skype for Business Server, SharePoint and Office Online, integration with Yammer, as well as access to the Microsoft Office software.

Administrator in Office 365

Global Administrator

By default, the person who creates the account over Office 365 is the Global Administrator who is responsible for undertaking all the required actions and modifications in the applications which are available in the Instance of Office 365.

Roles of Global Administrator

Office 365 comes with a set of administrator roles that you can assign to users in your organisation. Each Admin role maps to common business functions and gives those people permissions to do specific tasks the Office 365 admin centre.
We have six admin options we can assign to a user

  • Global, Billing
  • User Management
  • Service
  • Password
  • User Admin

Global Admin is the only Admin who can assign other admin roles.
We can have more than one global admin in your organisation. As a best practice, we recommend that only a few people in your company have this role. It reduces the risk to your business.
To give these administrators access to additional areas, such as the Sales, Marketing, and Service areas, a Dynamics 365 (online) license must be added to the Office 365 Global administrator or Office 365 Service administrator user account, by using the Office 365 admin centre.
Global Admin has the rights to purchase the license for the organisation also the Global Admin can decide the roles & responsibilities of individuals by authorising them appropriate access as per the job requirement. Global admin can view and access all required tabs.

Application Administrators:-


Administrators, specific to the Application which has been hosted under Office 365, who are responsible for undertaking the required actions over the Applications including managing the Instance: Updates: Upgrades: Health etc.

Roles of the Application Administrator


The Office 365 admin centre is a portal site rich in features for the administrator. Microsoft Dynamics 365 (online) takes advantage of the features on this site to simplify and consolidate management of user accounts, billing, licensing, and more.

 

 

Backup and restore your CRM Online Instances

Protecting your CRM data and providing continuous availability of service is essential.

System Backups:

System backups take place without you having to do anything.

  • All your instances are backed up.
  • System backups occur daily.
  • System backups are retained up to three days. Check your expiration date.
  • System backups do not count against your storage limits.
  • System backups are identified as created by System on the Manage backups page.

On-Demand Backups :

With on-demand backups, you can make your backup before making some significant customisation change or applying a version update.

  • You can back up Production and Sandbox instances.
  • You can only restore to a Sandbox instance. To restore to a Production instance, first switch it to a Sandbox instance. See Switch as an example.
  • Only CRM Online 2016 Update 1 or later versions are supported for backup.
  • On-demand backups are retained for up to three days. Check your expiration date.
  • On-demand backups are identified as created by someone other than System and by the presence of Edit | Delete | Restore in the details section. System backups only have Restore.

Microsoft Dynamics 365 Online Services Environment

Tenant:

A tenant is the account created in the Microsoft Online Services Environment when we signup or purchase the subscription. A tenant contains users, security groups and subscriptions and can include multiple instances.
When we purchase a subscription for dynamics 365 a global admin is created, this global admin is known as the Tenant in Dynamics 365 as it organises multiple instances, users and other subscriptions for an organisation.

Instances:

When we signup or purchase Dynamics 365 subscription, the production instance is created. We can create multiple instances under one tenant.

That instances have their ADMINS. After the Global admin creates a user, it is visible to all of the cases.

E.g. When a global admin creates a user A1 without Security group, it is visible to all the instances created or available to tenant. Just like CRM1, CRM2, CRM3...etc. So the user may have access to all the, and this causes the security breach.

To avoid this Dynamics 365 is having "security groups".

When a new user is created in Dynamics 365 a license is provided for the user, and default security roles assign it to all the instances, or it is visible in all the cases of 365 which is available.

Security roles control a user's access to data through a set of access levels and permissions.

If the security group is not assigned, then the data is seen by all user. If the security group is added then information is visible to the limited user, and if we remove the security group form existing user, it will automatically go to default security group.

Microsoft Dynamics by default provide UAT with production Environment with limited storage of 5GB cloud space for meta-data and if the user wants to use the data for their files and applications then share point is provided with cloud data which is cheaper is cost as compared to 365 storage.

Production environment can be converted to UAT for testing purpose if some application or any data is malfunctioning, but UAT to production is not possible in Dynamics 365.

Steps for setting up an instance of CRM

  • Sign up for the office 365 portal by entering the required information and undertaking the verification call.
  • Once the Account is created over office 365, one need to login in the Admin Center.
  • Login to the Admin Center as shown in the figure, and opt for the subscription for the CRM
  • Select the Subscription as shown in the figure
  • Login to the Admin Centers, which would be visible once the installation for the CRM is completed and you may now access the instance of CRM
  • Click on the Arrow Button to access the instance which has been implemented and installed.

 

Why CRM?

Modules of CRM

 Organizational Benefits of CRM

  • Acts as a Central Repository for all the information
  • Can be Accessed from Anywhere: Anytime
  • No software is needed to be installed on the user’s machin
  • Powerful Search Mechanism
  • Powerful Dashboards with Drill Down Reports for Analytics
  • Well integrated with Microsoft Products (Office 365)
  • Easy to Learn: Implement: Deploy: Administer

 

 

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Lesson Posted on 12/10/2017 IT Courses/MS Dynamics CRM

Plugins In Microsoft Dynamics CRM

Sumit Gupta

Having total 5 years of experience in software development and implementation. Proficient in doing...

Microsoft Dynamics CRM plug-ins are one of the most commonly used and powerful approaches to extending the application. A plug-in for CRM is custom code, written and compiled in .Net, that is “triggered” when a specific event takes place within a specified CRM entity. The objective of custom... read more

Microsoft Dynamics CRM plug-ins are one of the most commonly used and powerful approaches to extending the application. A plug-in for CRM is custom code, written and compiled in .Net, that is “triggered” when a specific event takes place within a specified CRM entity. The objective of custom plug-in code is to enhance or modify the standard features/behavior of CRM by injecting custom business logic into the execution of nearly any task a user performs in CRM.

Plugin code can be triggered to run when a record is created or updated or perhaps even when a group of records are queried. The Microsoft Dynamics CRM system contains a wide array of these events, commonly referred to as system “Messages”, from which custom code can be triggered. The Messages (which are technically web service operations) are constantly available to run as CRM recognizes events within the platform and sends requests to the respective message for the custom logic to interact with your data.

The plug-in code can be written to run before or after, say, a save operation is completed, thus allowing the developer to work with the context of data when writing the new business logic. This allows a programmer to read and analyze the current data and environment to help design the custom business logic.

When plug-ins are triggered through the messaging system, they can be configured to run in various Steps of the execution pipeline within CRM: pre-event and pre-validation, pre-event and pre-operation, and post-event. The step is the “when” of the plug-in execution. These stages are important factors in designing how a plug-in can create the desired outcome for custom business logic.

Another critical concept behind plug-ins is the Image. An image, created when a plug-in is registered within CRM, is a “snapshot” of an entities data context before (pre-image) or after (post-image) the execution of the operation which triggered the plug-in. Again, access to the fields and values of an image provide the developer with valuable context needed when writing the custom business logic.

While plug-ins are a .Net assembly, they are unique in that are “registered” within the Microsoft Dynamics CRM framework. There are a number of important concepts to understand when writing plug-ins.

  • Understanding data context that is available to plug-ins when run through different messages and at different stages.
  • Using Steps and Images when registering plug-ins.
  • Exception handling within plug-ins (link).
  • Using Impersonation in plug-ins.
  • Challenges with debugging a plug-in.
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Lesson Posted on 11/10/2017 IT Courses/MS Dynamics CRM

MS Dynamic CRM Client Side Scripts

Jayakar Reddy

? Implementation of MSCRM 2011, 2013, 2015,2016 and Dynamics 365 ? Customizing MSCRM 2011, CRM 2013,...

Get the value from a CRM field: var value = Xrm.Page.getAttribute(“CRMFieldLogicalName”).getValue(); Set the value of a CRM field:Xrm.Page.getAttribute(“CRMFieldLogicalName”).setValue(“New Value”); Get the value from a CRM OptionSet field:var value = Xrm.Page.getAttribute(“CRMOptionSetLogicalName”).getValue(); Get... read more

Get the value from a CRM field:

var value = Xrm.Page.getAttribute(“CRMFieldLogicalName”).getValue();

Set the value of a CRM field:
Xrm.Page.getAttribute(“CRMFieldLogicalName”).setValue(“New Value”);

Get the value from a CRM OptionSet field:
var value = Xrm.Page.getAttribute(“CRMOptionSetLogicalName”).getValue();

Get the text from a CRM OptionSet field:
var text = Xrm.Page.getAttribute(“CRMOptionSetLogicalName”).getText();

Set the value of a CRM OptionSet field:
Xrm.Page.getAttribute(“CRMOptionSetLogicalName”).setValue(“1″); // OptionSet Value

Get the selected text of a CRM OptionSet field:
Xrm.Page.getAttribute(“CRMOptionSetLogicalName”).getSelectedOption().text;

Get the selected value of a CRM OptionSet field:
Xrm.Page.getAttribute(“CRMOptionSetLogicalName”).getSelectedOption().value;

Get the text and value of a CRM Lookup field:
var lookupObject = Xrm.Page.getAttribute(“CRMLookupLogicalName”).getValue();
lookupObject[0].name; // text of lookup
lookupObject[0].id; // Guid of lookup

Set the value of a CRM Lookup field:
var lookupData = new Array();
var lookupItem = new Object();
lookupItem.id = “4A2A54CB-349C-E111-8D26-1CC1DEE8DA78″; // Guid of record
lookupItem.name = “New Contact”; // Entity record name
lookupItem.entityType = “EntityLogicalName”;
lookupData[0] = lookupItem;
Xrm.Page.getAttribute(“CRMLookupLogicalName”).setValue(lookupData);

Disable CRM field:
Xrm.Page.ui.controls.get(“CRMFieldLogicalName”).setDisabled(true);

Hide CRM field:
Xrm.Page.ui.controls.get(“CRMFieldLogicalName”).setVisible(false);

Hide a Tab in CRM:
Xrm.Page.ui.tabs.get(“tabName”).setVisible(false);

Hide a Section in CRM:
var tab = Xrm.Page.ui.tabs.get(“tabName”);
tab.sections.get(“sectionName”).setVisible(false);

Set the Requirement level in CRM:
Xrm.Page.getAttribute(“CRMFieldLogicalName”).setRequiredLevel(“required”);
Xrm.Page.getAttribute(“CRMFieldLogicalName”).setRequiredLevel(“none”);
Xrm.Page.getAttribute(“CRMFieldLogicalName”).setRequiredLevel(“recommended”);

Set Focus on a field in CRM:
Xrm.Page.ui.controls.get(“CRMFieldLogicalName”).setFocus(true);

Cancelling Onsave Event in CRM:
event.returnValue = false;
return false;

Check IsDirty in CRM field:
var isDirty = Xrm.Page.getAttribute(“CRMFieldLogicalName”).getIsDirty();
alert(isDirty); // returns true if the field is dirty

Check IsDirty for all the fields in CRM:
var isDirty = Xrm.Page.data.entity.getIsDirty();
alert(isDirty); // returns true if any of the field is dirty in the entire form.

Force Submit a read only field in CRM:
Xrm.Page.getAttribute(“CRMFieldLogicalName”).setSubmitMode(“always”);

Preventing an attribute to be saved in CRM form:
Xrm.Page.getAttribute(“CRMFieldLogicalName”).setSubmitMode(“never”);

Get Unique Organization Name in CRM:
Xrm.Page.context.getOrgUniqueName();

Get Server url in CRM:
Xrm.Page.context.getServerUrl();

Get the record Id in CRM:
Xrm.Page.data.entity.getId();

Get the User Id in CRM:
Xrm.Page.context.getUserId();

Get the Entity Logical Name in CRM:
Xrm.Page.data.entity.getEntityName();

Get the UserRole Id’s in CRM:
var userRoles = Xrm.Page.context.getUserRoles();
for (var i = 0; i < userRoles.length; i++)
{
var userRole = userRoles[i]; // returns the Role Id
}

Get the Form Type in CRM:
Xrm.Page.ui.getFormType();

Form Types in CRM:
Is the user creating a new record?
Xrm.Page.ui.getFormType() == 1

Is the user updating an existing record?
Xrm.Page.ui.getFormType() == 2

Is the user unable to update this record?
Xrm.Page.ui.getFormType() == 3

Is this record deactivated?
Xrm.Page.ui.getFormType() == 4

Is the user using the Quick Create form?
Xrm.Page.ui.getFormType() == 5

Is the user using the Bulk Edit form?
Xrm.Page.ui.getFormType() == “6″

Save a record in CRM:
Xrm.Page.data.entity.save(); // for saving a record
Xrm.Page.data.entity.save(“saveandclose”); // for save and close
Xrm.Page.data.entity.save(“saveandnew”); // for save and new

Close the form in CRM:
Xrm.Page.ui.close();

Open EntityForm in CRM:

Xrm.Utility.openEntityForm(“opportunity”, Xrm.Page.data.entity.getId());

Get all Active process Stages:

var ProcessStages = Xrm.Page.data.process.getActiveProcess().getStages().getAll();

Set Business process Satage:

Xrm.Page.getAttribute(“stageid”).setValue(ProcessStages[0].getId());

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Lesson Posted on 22/09/2017 IT Courses/MS Dynamics CRM

Architecture of Business Process Flow in Dynamics 365

Sumit Gupta

Having total 5 years of experience in software development and implementation. Proficient in doing...

Business Process Flows till CRM 2016 Every record with Business process flow till Microsoft Dynamics 2016 , used to have two attributes specific to them:- Process ID : Process Stage ID. To set a desired Business Process Flow, on a record based on some input from the Quick Create form in CRM as follows... read more

Business Process Flows till CRM 2016

Every record with Business process flow till Microsoft Dynamics 2016 , used to have two attributes specific to them:-  Process ID : Process Stage ID.

To set a desired Business Process Flow, on a record based on some input from the Quick Create form in CRM as follows :-

  1. Let’s say over the “Quick Create” form, we have a Business Stream “O” and Sub Business Stream “Renovation”, the selected value will be available to us in the plugin registered over “Pre-Operation”.
  2. Based on the value, available to us we need to fetch the GUID of the desired business process flow from the processes entity along with the process id using the retrieve operation in MS CRM
  3. We can now, set the values of the Process ID and Process Stage ID based upon the retrieved values from the CRM, using the same plugin registered over “Pre-Operation”, and thus when the form will be loaded after creation, it will have the desired business process flow over the same.

Entity.Attributes [ProcessId] = workFlowId



Business Process Flow in Dynamics 365

There has been a change in the architecture of the “Business Process Flow” entity in the Dynamics 365, earlier till 2016 whenever we used to switch the business process flow over a record, then the stage of the switched business process flow used to set to default stage over the entity form.

To overcome the same, in Dynamics 365 the architecture has been changed and now though we switch the business process flow the stage is not set to default.

For the same a new message has been introduced in Dynamics 365 – SetProcessRequest

Contains the data that is needed to set another business process flow instance as the active process instance for the target entity. If there isn't any active business process flow instance for the target entity record and the specified business process flow definition, a new business process flow instance will be created and set as the active instance.

 

SetProcessRequest setProcessRequest = newSetProcessRequest ()

{

Target = Entity.ToEntityReference (),

NewProcess = entBusinessProcessFlow.ToEntityReference ()

};

 

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Lesson Posted on 25/11/2016 IT Courses/MS Dynamics CRM

Developing integration utility with Microsoft Dynamics

Sumit Gupta

Having total 5 years of experience in software development and implementation. Proficient in doing...

We all know that the evolution of the technologies has been tremendous in couple of years, leading to development and implementation of the systems in more compact and well integarted way. Each day a new system is introduced in the technological market with some extra features and obivously making it... read more

We all know that the evolution of the technologies has been tremendous in couple of years, leading to development and implementation of the systems in more compact and well integarted way.

Each day a new system is introduced in the technological market with some extra features and obivously making it a complusion for getting it integrated with the existing system, and especially with the system like "Dynamics" which play a major role in the organisations sales and revenue generations

The best part about the Microsoft Dynamics CRM is its ease and open web services which really makes it a much easier to implement and undertake the integration of the services 

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Answered on 25/11/2016 IT Courses/MS Dynamics CRM

Sumit Gupta

MS Dynamics Trainer

Hi Shyam, It's an apt question - lets explain it through a scenario -- Let's say there is an organisation which is a small having a small team and is least interested in investing the infrastructure required for the setting up the solution - Dynamics CRM - in that case, they simply opt in for a package... read more
Hi Shyam, It's an apt question - lets explain it through a scenario -- Let's say there is an organisation which is a small having a small team and is least interested in investing the infrastructure required for the setting up the solution - Dynamics CRM - in that case, they simply opt in for a package of office 365 along with the needed number of licenses and this all set up is managed by Microsoft simply its something like "Software as a Service" and the best part about the same is it's being hosted over Azure Cloud. So everything managed by the professionals, you have the access of the same through internet both in the organisation and out side the organisation. But now lets take up another scenario where in there is an organisation who have all the required setup and things and wants to play around a lot of database things can say they want a confined access only in the organisation or lets say they needed to integrate a lot of applications so the opt for the On-Premise installation and if they want to offer the access globally over internet then the same has to be upgrade with IFD installation. Moreover - Microsoft is giving more emphasis over On-Line versions due to its ease of availability to get integrated with Office 365 and similar features. read less
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Answered on 10/10/2016 IT Courses/Microsoft Training/Microsoft Dynamics Axapta IT Courses/MS Dynamics CRM

What is the difference between MS Dynamics, CRM and AX?

Anand Khadse

Experience Dynamics CRM Tutor

Microsoft provides a range of products under a category called as MS Dymanic's Product stack. Product's under this category are Microsoft Dynamics ERP, Microsoft Dynamics AX, Microsoft Dynamics GP, Microsoft Dynamics NAV, Microsoft Dynamics SL, Microsoft Dynamics C5 and Microsoft Dynamics CRM Microsoft... read more
Microsoft provides a range of products under a category called as MS Dymanic's Product stack. Product's under this category are Microsoft Dynamics ERP, Microsoft Dynamics AX, Microsoft Dynamics GP, Microsoft Dynamics NAV, Microsoft Dynamics SL, Microsoft Dynamics C5 and Microsoft Dynamics CRM Microsoft Dynamics CRM is a customer relationship management application, sold separately from Microsoft, that provides sales, service, and marketing capabilities. Microsoft sells Microsoft Dynamics CRM either as on-premises software or as a software-as-a-service offering called "Microsoft Dynamics CRM Online". Microsoft Dynamics ERP comprises a group of enterprise-resource-planning products primarily geared toward midsize organizations with simple corporate structures and low-to-moderately complex production models. read less
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Lesson Posted on 29/09/2016 IT Courses/MS CRM IT Courses/MS Dynamics CRM

CREATE a record using Web API, MS CRM 2016

Ravitheja J

* Strong Experience of around 5+ years on Microsoft Dynamics CRM, with Good Knowledge and Exposure on...

Here is a link to my blog post with an example of using Web API to create a record: https://mscrmcodesamples.wordpress.com/2016/04/11/create-record-using-web-api-ms-crm-2016/
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