Thursday, December 30, 2010

Dynamics CRM 2011 SDK & sample code

SDK crm2011:
http://www.microsoft.com/downloads/en/details.aspx?FamilyID=420f0f05-c226-4194-b7e1-f23ceaa83b69

sample code
==========

Just a sample code for quick reference !

ClientCredentials credentials = new ClientCredentials();

credentials.Windows.ClientCredential = new System.Net.NetworkCredential(“admin”,“pwd “,“domain”);

Uri organizationUri = new Uri(“http://servername:port/orgname/XRMServices/2011/Organization.svc“);

Uri homeRealmUri = null;OrganizationServiceProxy orgService = new
OrganizationServiceProxy(organizationUri, homeRealmUri, credentials, null);
IOrganizationService _service = (IOrganizationService)orgService;
try{
Entity contact = new Entity(“contact”);

contact["lastname"] = “contact created using IOrganizationSerivce”;_service.Create(contact);

}
catch (Exception ex){
MessageBox.Show(ex.Message);

}
In case of early-bound, don’t forget to add the following line of code



OrganizationServiceProxy _serviceProxy = new OrganizationServiceProxy(organizationUri, homeRealmUri, credentials, null);
// This statement is required to enable early-bound type support.
_serviceProxy.ServiceConfiguration.CurrentServiceEndpoint.Behaviors.Add(new ProxyTypesBehavior());


Regards,
Imran

[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert

Microsoft Dynamics CRM 2011 Top 10 in 10

Dear Readers,

here are very good video about Dynamics CRM 2011 top 10 features.

VIDEO:

http://channel9.msdn.com/Blogs/SanjayJain/Microsoft-Dynamics-CRM-2011-Top-10-in-10


http://blogs.msdn.com/b/crm/archive/2010/12/22/microsoft-dynamics-crm-2011-top-10-in-10.aspx

Regards,
Imran

[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert

Monday, December 20, 2010

Microsoft Dynamics CRM 2011 - How to make "Dialogs"

Microsoft Dynamics CRM 2011 - How to make "Dialogs" video

http://www.youtube.com/watch?v=olaA4v7_F7w


Regards,
Imran

[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert

Sunday, December 19, 2010

Microsoft Dynamics CRM 2011 Release Candidate (RC) Announcement

You can find out Dynamics CRM 2011 release dates

http://blogs.msdn.com/b/crm/archive/2010/12/14/microsoft-dynamics-crm-2011-release-candidate-rc-announcement.aspx

Regards,
Imran

[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert

Monday, December 13, 2010

Microsoft MVP Summit 2011

Join us on MVP Summit 2011

Registration open now

Please register now by using the MVP Global Summit registration website http://registration.crgevents.com/MVPGS2011.

http://www.2011mvpsummit.com

If you have questions about the registration site, please email 2011MVPGlobalSummit@microsoft.crgevents.com. For more general information about the 2011 MVP Summit, please visit http://www.2011mvpsummit.com.

Regards,
Imran

[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert

Wednesday, December 01, 2010

Microsoft Dynamics CRM 2011 Features List

Microsoft Dynamics CRM 2011 includes some 500 new features, functions, and technologies in addition to better open access across multiple devices, the cloud, and tight integration to Microsoft’s powerful and popular Office productivity suite and SharePoint document management and enterprise data repository solution.

Here are some abstract list of features inside Dynamics CRM 2011 / CRM 5. I will try to explain one by one in future posts. for more write me on mscrmexpert@gmail.com

  • Marketing
  • Sales
  • Customer service
  • Cloud Development
  • Solution Management
  • MS Dynamics Marketplace
  • Workflows
  • Dashboards
  • Tracking Data Using Dashboard
  • Dashboard Designer Canvas
  • Dashboard Component Gallery
  • Using the dashboard
  • Core Features
  • Goal Management
  • Interactive Process Dialogs
  • Web Resources/Data endpoint
  • Charts, Dashboards & Filtering
  • The new Outlook Client
  • Form Editor and Customize Tab
  • Dialogs
  • Global Option Sets
  • Filtered Lookups
  • Recently used items in lookups
  • New SOAP Endpoint
  • The Ribbon
  • Auditing
  • Latest Framework, Tools
  • CRM and SharePoint
  • Solution Packaging Expanded
  • Document Management
  • New activity Type
  • Dynamic Marketing List
  • Bulk Delete
  • Recurring Appointment
  • Field-Level Security in CRM
  • Sub-Grids in Forms
  • Rich CRM Email/Appointments
  • Recently Visited
  • Default Views
  • Shortcut Menu in CRM-2011
  • Record Set Navigation
  • Sticky Views
  • Form Additions
  • Side Tabs
  • Header/Footer
  • Sub-grids
  • Making Views Even Better
  • Record Counts
  • Column Filtering
  • Associated Views
  • Lookup Views
  • Personal Views
  • Some Exciting Core Features
  • Dashboards
  • Charts
  • Attachments & Bulk Emails
  • Data Import Wizard
  • Get Started Pane
  • End-user tools
  • Context-sensitive ribbon
  • Form sections instead of tabs
  • Filters and default views
  • Browse records on detail form
  • View options
  • No more form assistant pane
  • Email activity ribbon
  • Total counts in grid
  • Sales Literature emailing
  • Windows Update support
  • Enhancements in Outlook Client
  • Outlook 2010 vs. 2007/2003
  • Reading panes
  • View tabs and filters
  • Full visualizations support
  • Activity grouping
  • Conditional formatting
  • Regarding records
  • Auto create contacts or leads
  • Outlook Social Connector
  • Form Customization Options
  • Adding a sub-grid on the form
  • Related records filtering
  • Visible Form Field by default
  • Delete keys in CRM-2011
  • Dragging fields onto form
  • Create new fields within form
  • Making a field appear twice
  • Auditing features
  • View audit history per record
  • Audit summary view
  • Audit data security
  • Hide audit summary
  • Connections
  • Quick-create a Connection
  • Relationship roles
  • SharePoint Integration
  • Document management
  • Visualizations
  • Viewing charts on grids
  • Drilling down
  • Creating new personal charts
  • Creating new system charts
  • Custom charts
  • Goals and goal metrics records
  • Email Activity
  • Web Resources in CRM-2011
  • Role & Privilege Improvements
  • Queues
  • Teams & More
  • Process Instance Detail View
  • Detailed Error Information
  • Process Editor (Workflow)
  • Sample Data
  • Team Improvements

Regards,
Imran

[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert

Dynamics CRM2011 outlook client features

Dynamics CRM2011 outlook client features

CRM outlook client is an excellent feature in CRM 2011. By using CRM outlook Client you can decide which folders your email is stored in, how to categorize your contacts, even what color your calendar shows up in. The CRM outlook client is look likes as follows:





CRM outlook client provides the facility for RM users to rearrange the pane by doing some change like turn off charts, put the reading pane in the right side and put the navigation bar at left side and etc. CRM user can make all these changes by clicking a button on the CRM outlook client ribbon. User can rearrange any areas in the outlook by drag and drop functionality or by using CRM ribbon. Arrangement of Reading pane in the CRM outlook client shows in the following figure:






Views in CRM outlook Client

CRM outlook client is an excellent feature in CRM 2011. By using CRM outlook Client you can decide which folders your email is stored in, how to categorize your contacts, even what color your calendar shows up in. The CRM outlook client is look likes as follows:















Social Connector in CRM outlook Client
CRM user can see the Contact Information for CRM Contacts with the help of Social Connector. If CRM users have any connection to social networks (or past emails, Communicator conversations, etc.) then he can see them all inside his CRM Folder, without ever leaving his Outlook





Regards,
Imran

[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert

Social Connector in CRM 2011 outlook Client

Social Connector in CRM2011 outlook Client

CRM user can see the Contact Information for CRM Contacts with the help of Social Connector. If CRM users have any connection to social networks (or past emails, Communicator conversations, etc.) then he can see them all inside his CRM Folder, without ever leaving his Outlook





Regards,
Imran

[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert

Field-Level Security in Microsoft Dynamics CRM 2011

Field-Level Security in Microsoft Dynamics CRM 2011:
One of most demanding feature for CRM is field level security and you can see in pictures.
See in screen new area for Field level security settings.



Regards,
Imran

[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert

Dashboards in Dynamics CRM 2011 / CRM 5

Dashboards in Dynamics CRM 2011 / CRM 5.0

Dashboards are a powerful feature in Microsoft Dynamics CRM 2011.They made it so flexible that dashboard can be easily integrated directly into your views or your data entry forms. You can use a dashboard to see at a glance all the important information you need to make key business decisions every day. Assemble and present information from several places in Microsoft Dynamics CRM Online in a quickly-read format. They are easy to create. And, easy to revise according to your changing business needs which require you to have different information at your fingertips.

Some images of dashboards





Regards,
Imran

[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert