Nitin Dhawan CRM Discussion

A CRM Monster [MCDP, MCDS, MCTS, MCSD]

Introduction to Microsoft Dynamics CRM 2011 Plugins

Posted by Nitin Dhawan on July 4, 2012

Introduction
Whenever we need to extend the OOB functionality of Microsoft Dynamics CRM 2011. We can write custom plugins which can run before an event performs it operations and after an event completes its operations. It can be executed synchronously or asynchronously from managed queue. With the help, can perform data validations; integrate with other legacy applications, auto number generations and writing complex business logic. We can write custom plugin in Microsoft .net 4.0 framework writing code in Microsoft C# or VB .net.
 
We can register the Plugin or custom workflow activity using Plugin Registration tool. It can be registered in online and offline mode [Microsoft Dynamics CRM for Outlook with offline access client]. However, registering custom workflow activities with Microsoft Dynamics CRM Online is not supported using the registration tool.
 
The Plug-in Registration tool is provided as a source code sample in the Tools folder of the Microsoft Dynamics CRM SDK download. Review the instructions provided in the Tools/Plugin Registration/Readme.docx file for more information about the tool and instructions on how to build the tool.
 
Framework
The Microsoft Dynamics CRM 2011 event processing subsystem executes plug-ins based on a message pipeline execution model. A user action or an SDK method call or other application results in a message being sent to the organization Web service contains business entity and core operation information. The message is passed through the event execution pipeline where it can be read or modified by the platform core operation and any registered plug-ins.
 
The below figure depicts the overall architecture of the Microsoft Dynamics CRM 2011 platform with respect to both synchronous and asynchronous event processing:
 
 
 
The plugins registered synchronously will be executed immediately whereas plugins registered asynchronous will be queued with asynchronous service and executed later. The event pipeline is divided into 5 stages are as follows:
 
Stage# Stage Stage Name Description
10 Pre Event Pre Validation – It execute before the main system operation.
– It may execute outside the database transaction.
– The pre-validation stage occurs prior to security checks being performed to verify the calling or logged on user has the correct permissions to perform the intended operation.
20 Pre Event Pre Operation – It execute before the main system operation.
– It could be executed in the database transaction.
30 Platform Core Operation Main Operation – This stage used for internal use only.
– It handles main operation such as create, update, delete etc.
– No custom plugins can be registered in this stage.
40 Post Event Post Operation – This Stage execute after the main operation.
– It could be executed in the database transaction
50 Post Event Post Operation [Deprecated] – This Stage execute after the main operation.
– This stage only supports Microsoft Dynamics CRM 4.0 plugins.
 
The Microsoft Dynamics CRM 2011 execution pipeline is organization specific. Server can host multiple organizations. There will be virtual pipeline for every organization. This means a plugin must be registered with each organization execution where it has to execute. We can register plugin in sandbox or outside sandbox. The difference if plugin registered within sandbox [known as partial trust] it will not have access to external endpoints other case if plugin registered outside the sandbox [known as full trust] it will support on-premise and Internet facing deployments. Whereas for online deployment plugin must be registered in sandbox only.

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Migration and Upgrade Microsoft Dynamics CRM 4.0 to 2011

Posted by Nitin Dhawan on July 16, 2010

Solution Management The concept is quite powerful as it allows components to be layered on to the base system but also on top of other solutions (i.e. when there are inter-dependencies). It also provides a way to protect the intellectual property of the components in your solution and includes change management and versioning.
Plug-In Transaction Support In CRM 4.0 you could register a plug-in to run either before (pre-event) or after (post-event) the CRM platform operation. However, you were not able to run as part of the transaction itself, so you had to write your own compensation logic in the event the CRM platform operation failed. CRM 5.0 addresses this limitation, and you can now choose to register you plug-in as part of the platform operation. The CRM 5.0 plug-in registration tool has been modified to support this.
Automatic Plug-In Profiling CRM 5.0 will keep track of how a plug-in is executing, what resources it consumes, if it is causing unexpected exceptions and whether or not it is violating security constraints. If a particular plug-in fails a number of times it is automatically disabled from executing, helping to maintain system integrity.
ADO.Net Data Services and .Net RIA services support Enables an easier data access for web applications, AJAX and Silverlight
Workflow Up gradation
Workflows in CRM 4.0 will be migrated automatically to CRM 5.0 as part of the upgrade process.
Running workflow instances in CRM 4.0 will resume at the point they were stopped once the upgrade process has completed.
Custom workflow activities written for CRM 4.0 will continue to run in CRM 5.0 after migration, and will be wrapped by the new WF interop activity.
Also can replace Plug Ins by Workflow since workflows provides Pre and Post Image as wells as Input and Output parameter in Workflow Context.
Claims based Authentication and Federation CRM 5.0 will enable us to integrate transparently authentication with other applications either On-Premise or on the Cloud.
Unstructured Relationships CRM 5.0 allows you to define ad-hoc relationships between any two entities.
Team Ownership Entities in CRM 4.0 were either User Owned or Organization Owned. Now Team Owned entities are added in CRM5, and integrated into the role-based security model.
Native SharePoint Integration Integration with Windows SharePoint Services for document management, which includes site and document library provisioning, document metadata, item security, and check-in/check-out capabilities.
Others
User friendly analytical tool which includes new dashboards.
Tighter integration with Outlook
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Why XRM

Posted by Nitin Dhawan on July 7, 2009

xRM is an “anything relationship management” platform, upon which hundreds of partners,ISVs and customers already have written line-of-business apps (LOBs) using the core stack that powers Microsoft Dynamics CRM.XRM is a line-of-business (LOB) application platform for the management of any business entity.Some customers are relying on xRM to help them consolidate their applications, making them more easily customizable and manageable because they are written on top of a common, .Net-based platform. Others are using xRM to create extensions to CRM, Microsoft execs said. Some users decide to “turn off” Dynamics CRM but still use the xRM core to create and maintain other applications, they added, as part of their move to reduce use and dependency on legacy applications.XRM provides customer relationship management (CRM) applications to manage customer relationships in marketing, sales, and customer service. XRM is the same platform that underlies Microsoft Dynamics CRM.
 
CRM XRM
Definition C = Customer: Manage customers through the automation of marketing, sales, and service processes X = Any Business Entity: Many any business relationship through the automation of relevant business unit processes
Used by Marketing, sales, and customer service teams Any team
To Manage Customer relationships Any relationship
Automates Marketing, sales, and service processes Any business process
Tracks Interactions, activities, tasks, and 360-degree history of the customer Interactions, activities, tasks, and 360-degree history of “X”
Provides Customer-centric analytic “X”-centric analytics
 
Sample Solutions:
Vendor: Certification, purchasing, compliance
Employee New employee, benefits enrollment
Prospect: Resume submission, screening and scheduling
Broadcasting: Script creation, negotiation
Notifiable Disease: Outbreak tracking, testing, alert
Environmental Legislation: Enquiry, compliance reporting
Project: RFP, new project kick-off, status update
Conservation Contract: Contract selection, contract maintenance
Grant: RFG, proposal evaluation, grant tracking
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Sure Step Methodology An Overview

Posted by Nitin Dhawan on June 18, 2009

Microsoft Dynamics Sure Step provides partners, customers and Microsoft Consulting Services with end to end, business process flows that guide users through field-tested best practices, proven project management principles and user-friendly tools, enabling deployment, migration, configuration and upgrade of Microsoft Dynamics products.
Sure Step supports a broad range of products: Dynamics AX, Dynamics NAV, Dynamics GP, Dynamcis SL and Dynamics CRM. And different project types: Full Implementation, Rapid Implementation, Optimization and Upgrade. Products and project types can be combined. Microsoft provides the Sure Step Overview Diagram for sales and training situations.
 
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Benefits of Sure Step Methodology
Sure Step helps improve services’ delivery and efficiency so that increased profitability and customer satisfaction are achieved.This can be accomplished because Sure Step provides a consistent framework and a repeatable process that help improve the customer experience. All of this helps you hone the way you deploy Microsoft Dynamics solutions. Sure Step provides guidance for partners who support small, medium, and large implementations, including:

  1. Rapid project types on projects which primarily require a smaller implementation with little to no need for customization, typically in the small business    and lower mid market space.
  2. Standard project types on projects with more users and some customization required, typically for customers in the mid market space.
  3. Enterprise project types on projects for a large client with multiple sites and a large number of users, typically in the corporate account and enterprise   spaces.
Sure Step Methodology has six phases: Diagnostic, Analysis, Design, Development, Deployment & Operation. While Diagnostic is a pre-implementation phase, the Analysis through Operation phases represent the five phases of an implementation project. The Operation phase also encompasses post-implementation activities, in that it extends the project lifecycle beyond the implementation and into the Support stage.
Diagnostic Phase The first phase in the Sure Step Methodology is the Diagnostic phase, which marks the transition from the sales cycle to implementation. The Diagnostic phase consists primarily of high-level planning and high-level analysis of the customer’s business processes and infrastructure. The goal of the Diagnostic phase is to collect information to define a high-level project scope and then create a customer proposal for the remaining phases of the implementation project.The Diagnostic phase consists of the following activities:
1. Diagnostic preparation
2. High-level analysis of business processes
3. Detailed analysis of selected business processes (Optional)
4. Project scoping
5. Infrastructure analysis
6. Project planning
7. Proposal management
Analysis Phase The activities in the Analysis phase help identify the decisions the customer must make that will guide the implementation.This phase is similar to Diagnostic in that work involves:
1. Determining and documenting current business processes.
2. Describing improved business processes
3. Describing any modifications needed for the system to support future business processes.At the end of this phase, customers will have a good understanding of the proposed Microsoft Dynamics CRM implementation. This includes the project cost, deliverables, and milestones.

The Analysis phase consists of the following activities:
1.Planning
2.Training
3.Data migration
4.Detailed analysis of business processes
5.Document and present functional requirements
6.Proposal management

Design Phase Building on the deliverables created during Analysis, this phase consists of determining the design for the overall MS Dynamics implementation and designing solutions for specific customizations, integr-ations, and data migration needed to satisfy business requirements identified during the Analysis phase. The primary deliverables from this phase are a high-level design specification and a detailed technical design specification, both that satisfy the high-level decisions determined in the previous phases. These design specifications will guide the development activities in the following phase.The Design phase consists of the following activities:
1. Planning
2. Data migration design
3. Design specification
4. Technical design specification
5. Proposal management
Development Phase The primary purpose of the Development phase is to develop the customizations,integrations, and data migration processes that were defined in the design specifications created and approved in the Design phase. The primary deliverables of development are the completed and tested customizations, reports, integrations, and any data migration programs and processes. Each component developed in this phase is tested and verified to be functioning as defined by the Functional requirements, design specifications, and testing criteria.An important feature of the Development phase is that development activities,such as individual features, integrations, or data migration, can continue through the Development phase at the same time. This depends on the size and complexity of the project and the number of resources available to work on individual components.The Development phase consists of the following activities and tasks:
1. Planning
2. Environment setup
3. Development
4. Customer testing and acceptance
Deployment Phase The primary deliverable from the Deployment phase is a functioning live system.Activities in this phase prepare the infrastructure, application environment, and end-users for the cutover to the new system.
Activities in this phase include the following:
1. Preparing Go-Live plans, system test plans, and end-user training plans.
2. Configuring the live and test environments
3. Performing system testing and load testing using a subset of the customer’s data
4. Preparing and delivering end-user training
5. Completing final data migration and validation
6. Completing all Go-Live activities to launch the new systemFor rapid implementation projects, there is an additional activity at the beginning of the Deployment phase. Because rapid implementation projects go to deployment directly from the Diagnostic phase, you must complete additional activities to prepare for the deployment. After you complete those activities, a rapid deployment continues:The Deployment phase consists of the following activities:
1. Rapid implementation
2. Planning
3. Environment configuration
4. Testing
5. Go-Live
Operation Phase The primary purpose of the Operation phase is to support the customer technically and functionally during the initial Go-Live period for the new system.Additionally, you will perform tasks to close the project. At the end of the phase,you transition the project to the customer, and pursue the opportunity to provide on-going support and continued account management.The Operation phase consists of the following activities:
1. Project closing
2. Post live support
3. Final acceptance sign-off
4. Project review
5. On-going product support
6. On-going account management
The Sure Step Methodology model also defines two additional phases that you can perform after a Microsoft Dynamics solution goes live in the customer’s production environment:
Optimization Phase The Optimization phase is designed to provide structure to manage post Go-Live processes. This phase also provides an opportunity to maintain a relationship
with the customer after an initial implementation project or as a way to provide services to a new customer.The purpose of this phase is to review a customer’s existing Microsoft Dynamics implementation and adjust business processes, configuration, or performance to enhance the effectiveness of the solution. The Optimization phase mirrors a full implementation process because it encapsulates many of the same activities and tasks.The phase includes:
1. Analysis activities to gather information about process,configuration, and performance
2. Proposals for scope of work
3. The work to perform and deploy the optimization itself.

After completing the initial Analysis activities in the Optimization phase, you may determine that a full implementation approach is required to address the
customer’s issues.

An Optimization project consists of the following activities:
1. Analysis
2. Planning
3. Defining optimizations
4. Deploying optimizations
5. Operation

Upgrade Phase The purpose of the upgrade phase is to upgrade a customer to a major new version of Microsoft Dynamics (upgrade projects are not intended for service
pack releases). Like an optimization project, an upgrade project consists of many similar activities performed in a full implementation project. This includes analysis, planning, testing, training, and upgrading the customer’s production environment.During the upgrade analysis activity, you may determine that the complexity of an upgrade requires a full implementation. This starts at the Diagnostic phase.An Upgrade project consists of the following activities:
1. Analysis
2. Planning
3. Performing the upgrade
4. Testing
5. Go-Live
6. Operation

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Microsoft Dynamics CRM 2011 New Features

Posted by Nitin Dhawan on June 16, 2009

Microsoft Dynamics CRM 5.0 is currently on schedule to ship as part of the Office14 Wave (most likely end of 2010), and the team is only part way through the development cycle. There is already much to get excited about. Here is a list of features:
New Features For End Users
Enhanced Navigation I guess it was inevitable, but CRM5 uses the same “Fluent UI” (aka the Ribbon) as Office 2007. This new “command bar” replaces the CRM 4.0 “tool bars” at the top of each page, and is context sensitive. In addition, the “command bar” is fully customizable and you can add your own buttons much like you can with ISV.Config file today. Incidentally, something that isn’t discussed but appears on the ribbon is the “Add to Queue” command, from which I can only surmise that you will be add any entity (including custom entities) to a Queue.
Single Page Forms The form model in CRM 4.0 made use of tabs to divide a form into multiple pages. In CRM5 tabs are displayed in the same way as section, with each form just having a single, scrolling page. As you can see from the navigation page of an Account entity, tabs are now displayed as a series of “quick access” navigation shortcuts under the “Information” link.
Data Filtering One often requested feature is the ability to filter data in grids, much like Excel. Now you can navigate to the “DataView”, click the “Filter” command, and you can perform your own in-line filtering. Again, although not explicitly stated, it looks as though you can quickly save your filters as a View, as well as setting your own Default View.
In-line Visualizations Although not Business Intelligence in the true sense of the phrase, CRM5 allows you to visualize numeric data using in-line charts. This is not SQL Server Reporting Services, but looks very much like the .NET charting solution from Dundas
Team Ownership Entities in CRM 4.0 were either User Owned or Organisation Owned. Now Team Owned entities are added in CRM5, and integrated into the role-based security model.
Native SharePoint Integration Integration with Windows SharePoint Services for document management, which includes site and document library provisioning, document metadata, item security, and check-in/check-out capabilities.
Unstructured Relationships The next generation of “set regarding” and “relationship roles” functionality, allowing you to define ad-hoc relationships between any two entities
New Features For Administrator
Flexible Form Layout We now have much more flexibility in how forms are laid out, for example, we can position sections side-by-side, as well as field labels on top, left or right of each field. Best of all, we can now configure “In-Line Sub-Grids” for child records, so a combination of IFrames & JScript is no longer required to make this work.
Filtered Lookups One of the most requested features has finally made it into the product. Whilst customizing the form, you can choose a pre-defined view or better still you can filter by a related lookup on the same form.
Form Headers & Footers Now that all tabs, sections and fields appear on a single, scrolling form, it is quite possible the form will get become quite long and you will end up scrolling up and down more often to find the information you require. In order to make the most commonly required visible at all times, you can now place these fields in a header or footer so that they will always be displayed regardless of the scrolling.
Solution Management With CRM 4.0, you had to implement a manual process when customizing your solution, to make sure that you didn’t overwrite previous customizations, or disrupt any 3rd party ISV solutions. In CRM5 we had now added the concept of solutions. A solution is a defined set of entity customizations, workflows, e-mail templates, security roles, plug-ins etc. that can be managed as a single unit. Each solution is version controlled so presumably your can have multiple versions of the same solution installed, and roll-back to a previous version if necessary. You can also define solution dependencies where one solution can only be installed if another solution is also installed. For example, you might have a base solution for your whole organisation, with a departmental specific solution built on top of it. Namespace collision is avoided by defining publishers, with each publisher having a unique namespace. This avoids the common issue where the default namespace “new_” is used for all customizations, leading to potential namespace conflict. One final plus point is that you can now specify which attributes will be exported as part of a solution, rather than having no choice but to export the whole entity.
Multiple Option Sets Otherwise known as “Global Picklists”, you can define these at the solution level, and re-use them across multiple entities.
Drag and Drop Form Editor One of the most time consuming customization tasks in CRM 4.0 is the form design. Every time you want to add, remove or re-position tabs, sections and attributes, you have to go through a multi-click process. With CRM5, you can now drag and drop all elements of a form, speeding up the process considerably
Audit Although not explicitly mentioned during the sessions, I spotted an “auditing” setting on the attribute designer form, allowing you to turn auditing on or off.
New Features For Developer
Custom Code Sandbox There is a new server role for running custom plug-in code and custom workflow activities without requiring full trust. This means that it will be possible to run custom code in the CRM Online environment and achieve true parity between On-Premise, Partner-Hosted and Microsoft-Hosted deployments.
Plug-In Transaction Support In CRM 4.0 you could register a plug-in to run either before (pre-event) or after (post-event) the CRM platform operation. However, you were not able to run as part of the transaction itself, so you had to right your own compensation logic in the event the CRM platform operation failed. CRM5 addresses this limitation, and you can now choose to register you plug-in as part of the platform operation. The CRM5 plug-in registration tool has been modified to support this.
Automatic Plug-In Profiling CRM5 will keep track of how a plug-in is executing, what resources it consumes, if it is causing unexpected exceptions and whether or not it is violating security constraints. If a particular plug-in fails a number of times it is automatically disabled from executing, helping to maintain system integrity.

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Microsoft Dynamics CRM 2011 Plugins Registration

Posted by Nitin Dhawan on May 11, 2015

Registering Plugins
Once we write custom plug-in or work flow activity; we need to register it using the Plug-in Registration tool. There are five different ways can register it. First three using the plugin Registration tool and other two methods by adding a registered custom plug-in or workflow activity to a solution and importing that solution or by writing custom code that uses the SDK plug-in registration classes. But the most common registration method is to use the tool. Later when you are ready to package your code for production deployment, you can make use of solutions.
The Plugin registration tool provides graphical user interface. The first operation to perform with the tool is to connect to one or more Microsoft Dynamics CRM 2011/Online servers. We can do this by selecting the Create New Connection button in the toolbar.
The Reload Organizations button in the toolbar refreshes the connections list and the Remove Connection button deletes the selected connection from the list.
The Remove Connection button in the toolbar close the Plugin Registration tool.
  The second step is to enter the connection information for the target Microsoft Dynamics CRM server/online in the Connection Information part of the Connections pane.
In Label, we need to put the connection name.
In a discovery URL, we need to enter the http[s]://server-name [: port].
Enter the user name and password of your Microsoft Dynamics CRM user account as appropriate for the type of server you are connecting to.

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Microsoft Dynamics CRM 2011 Beta Released :)

Posted by Nitin Dhawan on September 9, 2010

Microsoft Dynamics CRM 2011 has a many improvements. As, I have alreday shared many features in different posts on this blog. I will be highlighting all new excisting key feature with usability, advantages and disadvantages in next up comming days on my blog.So Get Ready for a new wonderfull journey with full flying colors.
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Microsoft Dynamics CRM 2011 – Key Features
Key Features – Productive through improved navigational features.
– Tighter integration with Microsoft Office Excel and Outlook.
– Collaborative by using Microsoft SharePoint.
– Insightful by using public and private dashboards.
– Responsive through improved business process automation.
Navigational Feature Provides new functionality which enables users to more easily navigate throughout the application. For example, if a user were on a particular Account, they could navigate to a different account they owned from the form without having to leave the record and open a separate Account window.
In-record browsing Users can view their most recently viewed records and views.
-HELP- Users can get help easier. By using the Getting Started pane, users can now access tips on how to use a particular application feature or even watch a video on how to use that feature..
Personalization 2011 enables users to better use the application in relation to their job role or roles. With the help of
– Personal dashboards
– Personal default views
– Roles based forms..
Visualizations Users can evaluate data graphically by using charts and graphs available on any personal of public view. This functionality is also available on personalized and public dashboards.
Connections Users can link different records together i.e. connections can be made between any entities.
Recurring Activities Create recurring appointments which can be synced with 2011 Outlook client.
Goal Management Identify, create, and track progress against individual or business specific goals. Using this feature we can track sales, service and marketing goals.
Easier form customizations – Drag fields on the customization form.
– Add, move and delete navigation items to the left navigational area through the customization interface.
– Create custom attributes and relationships from the Microsoft Dynamics CRM customization form directly.
– Change attribute level properties directly from the customization form.
– Configure field level security and roll based forms i.e. Can be configured to have one interface for the sales team and one interface for the customer service team
Option Sets [Picklists] Option Sets can be used on one or more forms i.e. Can also create globally available JScripts which are made available to any entity within the Microsoft Dynamic CRM deployment.
Solution management – The solution provider can control which customizations are modifiable and which customization are not.
– This solution record can be separately imported or exported and managed separately from other Microsoft Dynamics CRM customizations.
– Manage third-party solutions or externally created customizations within their environment.
Current Tools Suport Tools such as:
– Visual Studio 2008/2010
– Microsoft SQL Server 2008
– Windows Azure.
Dialogs – Dialogs and Workflows are part of the “Process” functionality in Microsoft Dynamics CRM.
– Dialogs enable a user to use a “wizard-like” interface to answer questions.
Hardware and software requirements The Microsoft Dynamics CRM Server and Microsoft SQL Server 2008 on x64 operating systems and hardware.
Record ownership by teams Users can assign records and views to Microsoft Dynamics CRM Teams i.e. to control the access of a group of people to a particular record orview, the record or view can be assigned to a team and members can then be added to that team.
Record auditing – Users can view audit history for any particular record.
– customizers can configure the auditing for an entity or an attribute within that entity through the customization module.
Productivity Features – Personalizing Home page
– Tracking recently viewed records and modules
– Easier previewing of records
– “In record” browsing without needing multiple windows open.
– Microsoft® Excel® style views in Microsoft Dynamics CRM views
– Faster learning with Getting Started pane
Collaboration – Users and customizers will be able to incorporate and interact with already existing SharePoint sites and take advantage of the collaboration tools native to SharePoint.
– Can create record specific folders.
NOTE: This is achiveable in 4.0 through code and third party utilities. In 2011, Its a inbuilt functionality.
Analysis and Visualizations – Can create personal inline graphs and charts to better analyze and report on data as preferred.
– Users can now interact with views much like they can with Excel spreadsheets.
– Addition of custom column by column filtering and conditional formatting, users can access and view information as needed and provide a deeper level of insight.
Connections Users can make their own connections between any entities as in MSCRM 4.0 could make loosely coupled connections between Accounts, Contacts, and Opportunities.
Recurring Activities Users can now create recurring activities in Microsoft Dynamics CRM 2011. This functionality will resemble what a user would experience in Microsoft Outlook.
Goal Management Users can create goals for users or teams not just for sales numbers, but on almost any kind of metric.
Customization and Extensibility – Provides a robust default user experience for both the built-in and custom components configured for a solution.
– Default user experience can then be additionally customized for specific solution requirements by using the extensibility hooks.
– Many of these customizations can be performed by using the form and view editors and do not require code i.e. “layout on forms”, “columns on views” and “even sub grids to display related data inline on a form can all be created using Web-based editors and do not require code.
– JScript to handle form events.
– Web Resources can have many content types including HTML, images and SilverLight.
– Silverlight controls that are added to forms run inline and have full access to interact with the form.
– Navigation is a key part of the user experience guiding the user to the solution features by using intuitive paths.
Form Customization Improvement – Reusing global customizations such as JScripts, picklists, and other resources across multiple entities.
– Web Resources which lets organizations register, embed, and consume content such as images, HTML, Silverlight controls, JScripts, style sheets such as CSS and XSL files, and other various resources within Microsoft Dynamics CRM forms.
– Dragging attributes on to the form or to even move fields and sections easily from one location on the form to another.
– Filtered grids (views)
– Record modification auditing
– Field Level security
Customization Management Features Ability to group customizations by Solutions .
i.e customizers can import a specific solution and uninstall that solution without affecting existing customizations such as clientside script, picklist values, and form customizations.
Extensibility features Can extend through:
– Visual Studio
– Windows Workflow Foundation 4 on on-primise deployment.
– Windows Communication Foundation
– Inclusion of the REST Endpoint (Representational State Transfer)for AJAX
– Silverlight
– LINQ [.Net Language-Integrated Query for writing queries].
– Ability to interact with the Windows Azure Platform through coupling the Microsoft Dynamics CRM event execution pipeline to the AppFabric Service Bus in the cloud.
Processes: Dialogs and Workflows Processes include Workflows and Dialogs.
Dialogs Dialogs are synchronous processes and require user inputs to run until they are completed. When you run these processes, a wizard-like interface is presented to the user to make appropriate selections in the wizard pages based on requirements..

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Microsoft Dynamics CRM 4.0 Tools List

Posted by Nitin Dhawan on August 24, 2010

CRM Plugin Registration Tool PluginRegistration tool is enhanced version of the tool that is published with Microsoft Dynamics CRM 4.0 SDK.
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Demonstration Tools The Microsoft Dynamics CRM 4.0 Demonstration Tools provide a simple user interface that allows you to easily enter and edit data to populate or modify your instance of Microsoft Dynamics CRM. It also allows you to load and store your data in XML format, so that you can reuse your data in the future.
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Bulk Update and Export tool Microsoft Dynamics CRM 4.0 Bulk Update and Export tool makes it easier for people to update and/or export data from Microsoft Dynamics CRM 4.0. You won’t need to do everything manually. Let the computer do the work, you do the thinking. It’s developed in C# on the microsoft CRM SDK.
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CRM Configuration Manager
Documentation Generator
Javascript Intellisense Generator
Form JavaScript Manager
Isv.config Manager
View Layout Replicator
Event Listener
View Layout Replicator
Sitemap & ISV.Config Editor aka CRM Xml Editor
Developers Tool
CRM Trace Log Viewer
Stunnware Tools
Internet Facing Deployment Configuration Tool
Configuration Data Utility
Deployment Job Editor
Customization Comparison Utility

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How to Shuffle users between the Organizations

Posted by Nitin Dhawan on July 21, 2010

Below are the steps to shuffle the users between the organizations with the same roles:
1 Create a mapping document which contains the following fields:
a. User Name
b. Current Business Unit Name
c. New Business Unit Name
d. User ID
2 Write a .net code
3 Retrieve all the users from the Mapping document.
4 For each user search user in the CRM.
5 Check if first user does not exists in the CRM then exit.
6 Else retrieve current user roles against the current business unit to which it is mapped.
7 Save user roles in an array.
8 Check if new business unit exist in the CRM, if not then exit.
9 Else get the business unit ID for the new business unit.
10 Assign user to the new business unit id
11 Check weather the role saved previously saved in an array exists against this new organization
12 Check weather the role saved previously saved in an array exists against this new organization
13 If roles doesn’t exists then exit.
14 Else get the role ids and assign them to the current user.

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Microsoft Dynamics CRM 4.0 and MapPoint Integration

Posted by Nitin Dhawan on July 16, 2010

Microsoft Provides MapPoint Web Service to enrich application with mapping functionality. It allows you to integrate maps, driving directions, order tracking and proximity searches into a wide range of solutions.
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Release dates for Microsoft Dynamics CRM 2011

Posted by Nitin Dhawan on July 16, 2010

Microsoft is gearing up to provide early adopters with the Beta development milestone of the next iteration of Dynamics CRM in just a couple of months. At the Microsoft Worldwide Partner Conference 2010, the Redmond company demonstrated the new capabilities that are in stored for the evolution of its next-generation customer relationship management (CRM) solution. According to the software giant, customers will get to try the Beta of Microsoft Dynamics CRM 2011 in September 2010.
Microsoft Dynamics CRM 2011 Beta Drops in September 2010
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Microsoft Demonstrates Next-Generation CRM Release at Worldwide Partner Conference
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Protected: Microsoft Dynamics CRM Interview Questions

Posted by Nitin Dhawan on July 12, 2010

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Microsoft Dynamics CRM 4.0 webinars

Posted by Nitin Dhawan on July 3, 2010

Introduction to Microsoft Dynamics CRM
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Microsoft Dynamics CRM 4.0 Overview
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Microsoft Dynamics CRM 4.0 Deep Dive
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Microsoft Dynamics CRM 4.0 Custom Development
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Microsoft Dynamics CRM 4.0 as a Platform
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Microsoft Dynamics CRM 4.0 Workflows
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Microsoft Dynamics CRM 4.0 Reporting
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Microsoft Dynamics CRM 4.0 Report Wizard
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Microsoft Dynamics CRM 4.0 Installation
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Microsoft Dynamics CRM 4.0 Multi-Currency
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Microsoft Dynamics CRM 4.0 Multi-Language
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Microsoft Dynamics CRM 4.0 Data Migration Manager
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Microsoft Dynamics CRM 4.0 Office Communication Server
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Microsoft Dynamics CRM 4.0 Advanced Find
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Microsoft Dynamics CRM 4.0 Import Data Wizard
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Microsoft Dynamics CRM 4.0 Duplicate Detection
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Microsoft Dynamics CRM 4.0 Security
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Microsoft Dynamics CRM 4.0 Multitenancy
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Microsoft Dynamics CRM 4.0
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Microsoft Dynamics CRM 4.0
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Microsoft Dynamics CRM 4.0
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