Pages

Monday, 8 August 2016

CRM2016 useful features

-> Create customer attributes for any entity : you can define customer look up for system and custom entity .

-> Apply SLA to additional entities

-> Categorize entity records in CRM

->Control how packages are deployed with the enhanced package deployer

-> Enhanced Web API

-> New entities , for example BookableResource ,BookableResourceBooking etc.

Thursday, 2 June 2016

Wednesday, 25 March 2015

CRM 2015 useful features

1. Calculated Fields
           > Calculated fields are read only
           > Calculated fields does not trigger workflow/Plugin
2. Enhanced SLA
           > Pause /Resume SLA
3. Business Process Flow
4. Hierarchy Visualization
          > Based on entity relation ship
          > Visualize hierarchies for products and accounts,
5. Enhancement to business rules (includes if/else logic)
6. Branching  Logic  for CRM process flows
7. New outlook Configuration Wizard
8. New Search Option

         

Tuesday, 24 March 2015

Bulk Create - Bulk Upload Records in MSCRM2011

1. Create a function which accept list of entity
  public static void BulkUpload(List<Entity> _ListEntity)
        {

            ExecuteMultipleRequest requestWithResults = new ExecuteMultipleRequest()
                {
                    // Assign settings that define execution behavior: continue on error, return responses.
                    Settings = new ExecuteMultipleSettings()
                    {
                        ContinueOnError = false,
                        ReturnResponses = true
                    },
                    // Create an empty organization request collection.
                    Requests = new OrganizationRequestCollection()
                };

            // Create several (local, in memory) entities in a collection.
            EntityCollection input = new EntityCollection(_ListEntity);

            // Add a CreateRequest for each entity to the request collection.
            foreach (var entity in input.Entities)
            {
                CreateRequest createRequest = new CreateRequest { Target = entity };
                requestWithResults.Requests.Add(createRequest);
            }

            CrmServiceConnector crmServiceConnector = new CrmServiceConnector();
            //  crmServiceConnector.CallMultitpleExecuteMethod(requestWithResults, null, false);

            // Execute all the requests in the request collection using a single web method call.
            ExecuteMultipleResponse responseWithResults = crmServiceConnector.CallMultitpleExecuteMethod(requestWithResults, null, false);


            // Display the results returned in the responses.
            foreach (var responseItem in responseWithResults.Responses)
            {
                //// A valid response.
                //if (responseItem.Response != null)
                //  //  DisplayResponse(requestWithResults.Requests[responseItem.RequestIndex], responseItem.Response);

                //// An error has occurred.
                //else if (responseItem.Fault != null)
                //    DisplayFault(requestWithResults.Requests[responseItem.RequestIndex],
                //        responseItem.RequestIndex, responseItem.Fault);
            }

        }

2. Function to execute request

 public ExecuteMultipleResponse CallMultitpleExecuteMethod(ExecuteMultipleRequest request, string organizationName, bool useAdminCredentials)
        {
            if (!isConnected)
            {
                Connect(useAdminCredentials);
            }

            try
            {
             
                ExecuteMultipleResponse responseWithResults =
               (ExecuteMultipleResponse)service.Execute(request);
                return responseWithResults;
            }
            catch (Exception exception)
            {
                StringBuilder parameterInfo = new StringBuilder();
                parameterInfo.Append(String.Format("request : {0}", (request == null) ? "request Null" : request.ToString()));
                return null;
                // throw ExceptionMethods.ProcessWebServiceException(exception, WebServiceCallParameterInfo, parameterInfo.ToString());
            }
        }

CRM2011 - Enable - Disable Ribbon Button Based on Selected Records in Subgird

1. Open CRM2011 Entity Ribbon in Visual Ribbon Editor or Ribbon Workbench
2. Select Enable Rule
3. Add paramter 'SelectionCountRule'.
4. Set Max number and Minimum Number





Tuesday, 19 November 2013

Upgrading from Dynamics CRM 2011 to CRM 2013

  1. Take a backup of your existing CRM  organization
  2. Install CRM 2013
  3. Restore the database from step 1 into the CRM 2013 SQL database
  4. Open deployment manager
  5. Import organization .

Wednesday, 27 February 2013