Showing posts with label ms crm 2013. Show all posts
Showing posts with label ms crm 2013. Show all posts

How to develop a daily/schedule Jobs for Dynamics 365

Subject: How to develop a daily/schedule Jobs for Dynamics 365

v  We have a couple ways to develop the scheduler jobs. The following approaches are most commonly used.
    
        1. Console Application (C#) and Scheduling.
        2. Scribe packages and Scheduling.
        2. SSIS Packages and Scheduling.
v One of the major parameter for deciding the approach is volume of the data needs to be updated/created.
              If you need to perform operation for less than 10k then we will be able to manage with Console App.
              If volume of the data is greater than 10k then we need to go with SSIS or Scribe jobs.

Step by step process to develop the Console Application for Dynamics 365.          
             
Common Scenarios :
1.Sending the mails to remainder mails from CRM for Approval or pending action for any entity.
2.Retrieving data from other data source and Create/Updating in Dynamics 365.
3.Perform the some calculations and updating the CRM.
Coding:

I will develop a simple console application here and show the step by step.



Dynamics 365 CRM Interviews Preparation - Top most topics and best content websites pages


Subject:  Dynamics 365 CRM Interviews Preparation -  Top Topics and best content websites pages

Hello Everyone,

The following websites are the Best content and quick learn / refresh of our CRM Skills and with in short period its help you to crack the interviews.
S.No Topic URL
1 Field Security http://crmbook.powerobjects.com/system-administration/business-administration/field-security-profiles/
2 Relationship Behaviour http://www.inogic.com/blog/2009/12/crm-relationship-behavior/
3 Javascript https://msdn.microsoft.com/en-us/library/jj602964.aspx
4 Javascript http://himbap.com/blog/?p=2634
5 Business  Rules https://www.inogic.com/blog/2016/12/business-rules-dynamics-365/
6 Access Teams https://crmbusiness.wordpress.com/2015/10/28/crm-2015-the-benefits-of-access-teams/
http://www.sherweb.com/blog/dynamics-365-access-owner-teams/
7 Security(Business Units) http://www.powerobjects.com/2014/02/14/microsoft-dynamics-crm-2013-business-units-and-data-silos/
8 Queue https://redcrm.wordpress.com/2015/05/14/using-queues-in-microsoft-dynamics-crm/
https://dynamicscrm.intersys.pl/en/2017/05/15/queuing-cases/
http://www.crmsoftwareblog.com/2016/02/create-routing-sets-routing-rules-microsoft-dynamics-crm/
9 Sitemap https://community.dynamics.com/enterprise/b/zohaibsdynamicsunplug/archive/2017/03/15/dynamics-365-sitemap-designer
10 RibbonWorkbench https://ribbonworkbench.uservoice.com/knowledgebase/articles/71374-1-getting-started-with-the-ribbon-workbench
11 Dashboards http://crmbook.powerobjects.com/basics/analytics/dashboards/
12 Reports http://crmbook.powerobjects.com/basics/analytics/microsoft-dynamics-crm-report-wizard/
http://crmbook.powerobjects.com/system-administration/advanced-reporting-options/
http://www.powerobjects.com/2012/08/17/crm-2011-reporting-options-on-line-and-on-premise/
http://www.powerobjects.com/2010/10/14/reports-with-fetch-xml-cool/
13 Plugins http://crmbook.powerobjects.com/extending-crm/plug-in-development-and-workflow-extensions/plug-ins/developing-a-plug-in/
https://msdn.microsoft.com/en-us/library/gg594416.aspx
14 QueryExpression https://msdn.microsoft.com/en-us/library/gg328149.aspx
15 FetchXML https://msdn.microsoft.com/en-us/library/gg309565.aspx
16 LINQ https://msdn.microsoft.com/en-us/library/gg509017.aspx
17 LINQ Limitations https://msdn.microsoft.com/en-us/library/gg328328.aspx
18 Differeces(LINQ,QueryExpr,FetchXML and Odata) https://blogs.msdn.microsoft.com/crminthefield/2013/01/14/dynamics-crm-2011-sdk-query-limitations-by-api/
19 FetchXML Report limitations https://blogs.msdn.microsoft.com/crminthefield/2012/11/27/custom-reporting-in-microsoft-dynamics-crm-fetch-vs-filtered-views/
20 Workflows http://crmbook.powerobjects.com/system-administration/processes/workflows/
21 Schedule Report http://www.powerobjects.com/2011/06/29/report-scheduling-and-email-subscription-in-crm-2011/
22 Workflow InputParameter and OutputParameter https://lakshmanindian.wordpress.com/2012/10/14/custom-workflow-activity-in-microsoft-dynamics-crm-2011/
23 Actions calling from Javascript https://community.dynamics.com/crm/b/mylifemicrosoftdynamiccrm/archive/2017/04/17/microsoft-dynamics-crm-actions
24 Actions calling from c# code http://www.powerobjects.com/2014/07/23/4-important-concepts-helpful-understand-actions-dynamics-crm/
25 Actions calling in Workflow and Dialog https://technet.microsoft.com/en-us/library/dn949331.aspx
26 Athentication http://crmbook.powerobjects.com/extending-crm/portal-options-and-considerations/types-of-authentication/
27 SingleSignon https://technet.microsoft.com/en-us/library/gg188612.aspx
https://community.dynamics.com/crm/f/117/t/185268
28 FilteredViews https://community.dynamics.com/crm/b/crmbusiness/archive/2015/03/13/crm-2015-why-filtered-views-are-useful
29 Solutions http://www.dynamicsconsulting.de/5-tips-in-using-managed-and-unmanaged-solutions-in-dynamics-crm-2011/
https://community.dynamics.com/crm/b/razdynamicscrmconsultant/archive/2016/03/04/managed-vs-unmanaged-solutions
30 Audit https://msdn.microsoft.com/en-us/library/gg309664.aspx
31 Organization Insights https://technet.microsoft.com/library/mt703628.aspx
https://appsource.microsoft.com/en-us/product/dynamics-365/mscrm.04931187-431c-415d-8777-f7f482ba8095?tab=Overview
32 Cognitive Services https://community.dynamics.com/crm/b/crmcat/archive/2017/04/17/how-to-set-up-standard-cognitive-services-api-integration-in-dynamics-365-with-some-custom-bits-too
https://www.youtube.com/watch?v=f4XBxNuEifQ
33 Interactive Service Hub http://www.inogic.com/blog/2016/01/interactive-service-hub-dashboards-in-dynamics-crm/
34 CRM Portals https://blogs.technet.microsoft.com/lystavlen/2017/01/18/using-portal-capabilities-in-dynamics-365-crm/
35 Field Service https://www.microsoft.com/en-us/download/confirmation.aspx?id=55320
https://www.microsoft.com/en-us/dynamics/crm-customer-center/field-service-mobile-app-user-s-guide.aspx
36 CTI https://msdn.microsoft.com/en-in/library/dn864933.aspx
https://msdn.microsoft.com/en-in/library/dn864977.aspx
37 USD https://www.youtube.com/watch?v=yDkKUM32r3k
https://www.youtube.com/watch?v=lo8sbhc-2D8
https://www.youtube.com/watch?v=EZFLYctcQ_c
https://www.youtube.com/watch?v=Hu-zMtDfYv0
38 Mobile Offline https://www.microsoft.com/en-US/Dynamics/crm-customer-center/enable-mobile-offline-synchronization.aspx
https://www.youtube.com/watch?v=V-eIlZ04zQE
39 Outlook Offline https://www.microsoft.com/en-us/dynamics/crm-customer-center/work-offline-with-dynamics-365-for-outlook.aspx
https://neilparkhurst.com/2017/04/01/dynamics-365-off-line-options/
40 Upgrade CRM https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2017/02/03/tips-for-dynamics-crm-2016-to-dynamics-365-on-premise-upgrades
41 Upgrade CRM(Online to Online) https://community.dynamics.com/crm/b/sandeepmishracrmblog/archive/2017/02/14/steps-to-upgrade-dynamics-online-crm-to-dynamics-365
42 Upgrade CRM(Onprem to Online/Onprem) http://www.sherweb.com/blog/before-upgrading-dynamics-crm-to-dynamics-365/
43 Differences-WebService,WCF,WCF Rest and WebAPI http://www.dotnettricks.com/learn/webapi/difference-between-wcf-and-web-api-and-wcf-rest-and-web-service
44 Flow https://community.dynamics.com/crm/b/scaleablesolutionsblog/archive/2017/01/20/microsoft-flow-and-dynamics-365
45 Cortana Integration https://community.dynamics.com/crm/b/mohamedmostafacrmblog/archive/2017/05/22/microsoft-dynamics-365-and-cortana-integration-the-way-forward-from-the-
dynamics-365-roadmap
http://www.crmsoftwareblog.com/2016/06/hey-cortana-integrate-crm/
46 Sharepoint http://www.powerobjects.com/2016/06/09/get-a-better-understanding-of-the-sharepoint-online-integration-with-dynamics-crm-online/
47 Server Side Syncronization 1.http://www.crmsoftwareblog.com/2016/08/synchronizing-email-system-microsoft-dynamics-crm-comparison-3-approaches/
https://technet.microsoft.com/en-us/library/jj863707.aspx
https://technet.microsoft.com/library/mt622056.aspx
http://beringer.net/beringerblog/tracking-email-in-microsoft-dynamics-crm-oh-email-go
https://blogs.msdn.microsoft.com/crm/2015/08/31/test-and-enable-mailboxes-in-microsoft-dynamics-crm-2015/
https://community.dynamics.com/enterprise/b/dynamics365apps/archive/2017/01/08/how-to-configure-dynamics-365-to-receive-emails-from-gmail-using-pop3
http://www.crmsoftwareblog.com/2016/05/microsoft-dynamics-crm-pending-emails-part-1-user-account-issues/
48 Social Engagement https://technet.microsoft.com/library/dn659847.aspx
49 Yammer https://technet.microsoft.com/en-us/library/dn850385.aspx
50 DataMigration http://crmbook.powerobjects.com/system-administration/data-migration-and-integration/select-a-tool-to-use/#import_wizard
http://www.powerobjects.com/2013/05/08/11-dynamics-crm-data-migration-tips/
51 Dynamics 365 new features http://www.powerobjects.com/2017/07/11/top-10-new-features-dynamics-365-july-2017-update/
http://www.crmsoftwareblog.com/2017/01/top-10-fabulous-features-microsoft-dynamics-365-deep-dive-series-part-2/
52 Forms and Views http://crmbook.powerobjects.com/basics/searching-and-navigation/working-with-records/
53 QueryByAttribute and QueryExpression in Dynamics CRM https://crmtipsbyprm.wordpress.com/2014/09/07/83/
54 Dialog http://www.powerobjects.com/2013/03/19/creating-contact-basic-crm-2011-dialog/
55 Tracing Service http://www.powerobjects.com/2016/07/05/debugging-your-plug-ins-with-the-plug-in-trace-log/
56 Duplicate Detection http://crmbook.powerobjects.com/basics/data-management-in-microsoft-dynamics-crm/keeping-data-clean-in-microsoft-dynamics-crm/
57 Mappings http://crm.fullscope.com/save-time-entering-data-into-crm-by-mapping-fields-between-records/
58 Themes http://www.powerobjects.com/2015/12/14/are-we-sensing-a-theme-here-personalize-dynamics-crm-2015-with-themes/
59 Upsert and Key https://msdn.microsoft.com/en-in/library/dn932135.aspx
60 Online and On- prem https://us.hitachi-solutions.com/blog/microsoft-dynamics-crm-decision-matrix
http://www.crmsoftwareblog.com/2015/01/expose-differences-microsoft-dynamics-crm-online-premise/
http://www.crmconsultants.co.uk/10-key-differences-microsoft-dynamics-crm-online-architecture-vs-crm-premise/
61 Server Sizing https://technet.microsoft.com/en-us/library/hh699671.aspx
62 WebAPI advantages http://msxrmtools.com/notes/details/341/difference-between-web-api-organization-service-and-organization-data-service-in-microsoft-dynamics
63 Scheduling a Web Job (console application) using Azure Scheduler https://community.dynamics.com/crm/b/nishantranaweblog/archive/2017/03/21/dynamics-crm-web-job-and-azure-scheduler
64 Relationship-insights https://www.microsoft.com/en-us/dynamics/crm-customer-center/preview-feature-relationship-insights-overview.aspx
http://www.powerobjects.com/2017/01/16/crm-for-dynamics-365-relationship-insights/
65 Early Binding and Late Binding https://community.dynamics.com/crm/b/mylifemicrosoftdynamiccrm/archive/2015/10/10/microsoft-dynamics-crm-early-vs-late-binding-advantage-and-disadvantage
66 How to Run Custom Code Validation Tool https://community.dynamics.com/crm/b/crmpowerobjects/archive/2015/05/27/how-to-run-custom-code-validation-tool-in-dynamics-crm

Executing the Azure Active Directory Module (MSOL Commands) Power Shell commands from the C#


Executing the Azure Active Directory Power Shell commands from the C#.

What is a use of the Azure PowerShell Module?

Azure Active Directory Module (ADPS) for Windows PowerShell cmdlets for Azure AD administrative tasks such as user management, domain management and for configuring single sign-on.

Executing the Azure PowerShell from the C# code:

Most of the Azure administrative work performed through the PowerShell jobs only and some scenarios we have to execute PowerShell commands in C#.
            I am going to explain how to execute Azure PowerShell from the C#.
To start writing the code the first step is we need to install Azure PowerShell Module as mentioned below.

Install the Azure AD Module

The Azure AD Module is supported on the following Windows operating systems with the default version of Microsoft .NET Framework and Windows PowerShell: Windows 8.1, Windows 8, Windows 7, Windows Server 2012 R2, Windows Server 2012, or Windows Server 2008 R2.
First install the Microsoft Online Services Sign-In Assistant for IT Professionals RTW from the Microsoft Download Center. Then install the Azure Active Directory Module for Windows PowerShell (64-bit version), and click Run to run the installer package.

Scenario: Get the Security Group Name from Azure Active Directory by key word.


Code for the Console Application.

                                     Download Code 
using System;
using System.Collections.ObjectModel;
using System.Management.Automation;
using System.Management.Automation.Runspaces;
using System.Security;


namespace ConsoleApplication1
{
    class Program
    {
        static void Main(string[] args)
        {

            GetSecurityGroup();
        }

        public static void GetSecurityGroup()
        {
            try
            {
               
                // Create Initial Session State for runspace.
                InitialSessionState initialSession = InitialSessionState.CreateDefault();
                initialSession.ImportPSModule(new[] { "MSOnline" });
                // Assign username to variable.
                UserCredential.UserName = "UserName"; // Pass Your AD User Name

                string password = "Your Password"; //  Pass your Password
                // Create and assign secure password string.
                SecureString securePass = new SecureString();
                foreach (char secureChar in password)
                {
                    securePass.AppendChar(secureChar);
                }

                UserCredential.Password = securePass;
                // Create credential object.
                PSCredential credential = new PSCredential(UserCredential.UserName, UserCredential.Password);
                // Create command to connect office 365.
                Command connectCommand = new Command("Connect-MsolService");
                connectCommand.Parameters.Add((new CommandParameter("Credential", credential)));
                // Create command to get office 365 user.
                Command getGroupCommand = new Command("Get-MsolGroup");
                getGroupCommand.Parameters.Add((new CommandParameter("SearchString", "Pass your security group name")));
                              
                using (Runspace psRunSpace = RunspaceFactory.CreateRunspace(initialSession))
                {
                    // Open runspace.
                    psRunSpace.Open();
                    //Iterate through each command and executes it.
                    foreach (var com in new Command[] { connectCommand, getGroupCommand})
                    {
                        var pipe = psRunSpace.CreatePipeline();
                        pipe.Commands.Add(com);
                        // Execute command and generate results and errors (if any).
                        Collection<PSObject> results = pipe.Invoke();
                        var error = pipe.Error.ReadToEnd();

                        if (error.Count > 0)
                        {
                            return;
                        }
                        if(results.Count>0)
                        {
                         Microsoft.Online.Administration.Group Group = (Microsoft.Online.Administration.Group)results[0].BaseObject;
                                  string  Groupid = Group.ObjectId.ToString();
                                  string GroupName = Group.DisplayName;
                              
                       }

                       
                    }
                    // Close the runspace.
                    psRunSpace.Close();
                }
                //Cursor.Current = Cursors.Default;
            }
            catch (Exception)
            {
             
            }
        }
    }
}



Openings for MS Dynamics CRM Functional Consultant (5 yrs - 7yrs) with Global Software Resources

Summary: Openings for MS Dynamics CRM Functional Consultant (5 yrs - 7yrs) with Global Software Resources

Location: Chennai

Contact:

Recruiter Name:Vasavi
Email Address:vasavidevi.rao@gsr-inc.com
Website:http://www.gsr-inc.com

Telephone:8870476199

Job Description:

Should be able to evaluate the system strategies and requirements related to new MS CRM components; recommending and implementing them.
1. Should have been in the lead role for implementing CRM
2. Responsible for leading the design and configuration streams within complex CRM solutions.
3. Developing and documenting the detailed design and configuration of the business process
4. Should be able to develop functional specifications for reports, forms, and interfaces, modifications, and data conversions.
5. Capable of challenging business process design and change management issues.
6. Ensure the solutions are tested properly and signed off by super users before the system changes are moved to the production environment.
7. Day to day activities include: process design and gap analysis to standard MS CRM functionality within the business blueprint project phase, including influencing of key business stakeholders; configuration of MS CRM including management of system testing; legacy data mapping and integration to other modules and legacy applications.
8. Should have extensive customer handling experience.


Should have worked in at least 3 full cycle implementations and any specific domain Expertise/Certifications will be an added advantage