SHAHZAIB' Dynamics 365 BLOG

 Code  inside Execute Functions in C#:             // Extract the tracing service for use in debugging sandboxed plug-ins.             ITracingService tracingService =             (ITracingService)serviceProvider.GetService(typeof(ITracingService));             // Obtain the execution context from the service provider.             IPluginExecutionContext context =             (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));             // Obtain the organization service factory.             IOrganizationServiceFactory serviceFactory =             (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));           ...

  There are three ways to automate actions in Microsoft Dynamics CRM: workflows, JavaScript, or plugins. In this blog we will discuss the difference between them and how to choose which option is appropriate for your task. Workflows  can perform tasks such as updating data or sending email. They are triggered by saving records, creating records, or changing specific fields on a form, and once triggered, they run on their own in the background. As you can see in the example of  How to Assign a Territory to a Lead in Dynamics CRM , you can even look up data in another entity. JavaScript  runs on the screen while the user is using a form. JavaScript is triggered by events within the page, updating a field or saving, and it is commonly used to hide or show different fields on the forms. You can also, for instance,  Populate a CRM 2011 Lookup or PartyList Field Using JavaScript  by having a lookup automatically linked to the record based on what is entered in an...

  When we select the scope as 'Entity', it executes at server side. The business rule  fires whenever that entity is created or saved  either from the form inside CRM or from any web application. ... In that case, the business rule is fired when the form is loaded or updated only at the client CRM form.

  Field  defines the individual data items that can be used to store data in an entity . Fields are sometimes called attributes by developers. In solution explorer, customization tools are used to edit system fields that allows customization, and to create or edit a custom field. Field Types Out-of-the-box, CRM provides 11 types of data fields that can be placed on forms − Single Line of Text Option Set (Dropdown) Two Options (Radio Button) Image Whole Number Floating Point Number Decimal Number Currency Multiple Lines of Text Date and Time Lookup The following table lists each with a brief description. Sr.No Field Type & Description 1 Single Line of Text This field stores up to 4000 characters of text. You can also specify the format as one of these: Email, Text, Text Area, URL, Ticker Symbol, and Phone. You can set the maximum length and IME mode for each of these. 2 Option Set (Dropdown) This field stores a set of options each having a number value and label. In other w...

  An entity is used to model and manage business data in CRM. Contacts, Cases, Accounts, Leads, Opportunities, Activities, etc. are all entities which hold data records. Conceptually, a CRM entity is equivalent to a database table. For example, Contacts entity would hold Contact records, Cases entity would hold Cases records, and so on. You can have both: out-of-the-box entities (which comes by default with the CRM) and custom entities (which you can create with customization) . For instance, suppose that you are maintaining the data of the books your customers have read. For this, you will be storing the customer data using out-of-the-box Contacts entity but where would you store the books data? You do not have any entity that can store data for books. In such scenarios, you will create a new custom entity named Books and relate this with the existing Contacts entity. For this tutorial, let us take an example of storing employers and employees in CRM. Taking this example into cons...

  Activity Management All the modules explained above use the Activity Management module of CRM. An Activity represents any kind of interaction with the customer such as a Phone Call, Email, Letter, etc. These activities can be related to any of the entities explained earlier such as Account, Contact, Lead, Case, etc. By default, CRM provides following types of activities out-of-the-box − Phone Call Email Task Appointment Recurring Appointment Letter Fax Campaign Response Campaign Activities Service Activity Custom Activities

  The entire Microsoft Dynamics CRM is designed around the following functional modules. Sales Marketing Service ManagementSales & Marketing The bank’s call center office executive receives data of potential customers; often called as Leads in CRM. These Leads are captured in the CRM system via marketing campaigns, sales drives, referrals, etc. Sales  − The call center executive communicates with these Leads either through phone calls/emails/etc. If the customer is interested in the credit card offering, the Lead record will be converted to an Opportunity record (won Lead). Service  − Once a customer becomes a part of the system, the company would assist him/her with payments, billing, refunds, etc. Whenever the customer has any queries or concerns, they will make a call to the call center and raise incidents. The executive will followup to resolve the case with the aim to provide quality service to the customer. These tasks fall under CRM Service Management. Navigati...

  Follow the steps below to sign up for a trial of Microsoft Dynamics CRM Online. Go to the  Dynamics 365 trial sign-up page . On the Dynamics CRM trial sign-up page, select the "Dynamics 365 Sales" application and fill out the  Work Email  and  Phone Number  fields at the bottom. Click  Get Started . Select Sales The next page will display the entered email address for confirmation. Please note that you will need to be able to access this email address in order to complete the setup. Once you have verified that the email address is correct, click  Sign up . The next page will display a message to confirm that you have entered a company email address instead of a personal email address. If you have entered a working company email address, then you can click  Yes  to continue the process. On this next page, you will need to fill in the rest of the details for your account. Once you reach this page, you should also receive an email fr...

  Microsoft Dynamics 365 is a cloud-based business applications platform that combines components of  customer relationship management  (CRM) and enterprise resource planning (ERP), along with productivity applications and artificial intelligence tools.

 

Customer relationship management is a process in which a business or other organization administers its interactions with customers, typically using data analysis to study large amounts of information. there are three steps of lifecycle of crm, i  show in figure..