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

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

09:28 – by 1

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

How to update the Dynamics 365 workflow triggering update attributes list using C# Code CRM SDK ?

10:11 – by 2
Subject: How to update the Dynamics 365 workflow triggering update attributes list using C# Code CRM SDK ?

Hello Everyone,

I got one strange requirement in my life in Dynamics CRM Project and we would like to share my knowledge with you people.

Requirement: 

Workflow on opportunity and it should trigger on update of fields like customer,total revenue.... but these triggering fields needs to configurable and actual users they don't want to deactivate workflow and activate every time.


Solution: 

we have developed the following piece of code in Plugin

           QueryExpression query = new QueryExpression("workflow");
            query.ColumnSet.AllColumns = true;
            query.Criteria.AddCondition("name", ConditionOperator.Equal, "Test workflow"); // Pass your workflow name
            EntityCollection ec = service.RetrieveMultiple(query);
           

             SetStateRequest deactivateRequest = new SetStateRequest
            {
                EntityMoniker =
                         new EntityReference("workflow", ec.Entities[0].Id),
                State = new OptionSetValue(0),
                Status = new OptionSetValue(1)
            };

             service.Execute(deactivateRequest);
            Entity e = new Entity("workflow");
            e.Attributes["triggeronupdateattributelist"] = "name,customer"; 
               // Pass your triggering fields as comma separated.
            e.Id = ec.Entities[0].Id;
            service.Update(e);

             SetStateRequest activateRequest = new SetStateRequest
            {
                EntityMoniker =
                        new EntityReference("workflow", ec.Entities[0].Id),
                State = new OptionSetValue(1),
                Status = new OptionSetValue(2),
            };
            service.Execute(activateRequest);

Previous Links:

CRMOnce: Dynamics 365 CRM Training Course Content - Hyderabad,Chennai,Banglore,Pune


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

01:21 – by 8

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)
            {
             
            }
        }
    }
}



CRMONCE: MS Dynamics CRM Quiz Contest WIN 500RS Gift Voucher.

02:52 – by 1

Contest Conditions

Duration: 
July 11th 2015 4 PM – July 20th 2015 8 PM IST

Criteria for Winner:

Contestant who answers all questions correctly in the shortest time will be awarded with 500 INR PayTM or BookMyShow vouchers

Customizations

1.      What are calculated fields and how does one apply aggregated Methods?
2.      What are rollup fields and how does they work?
3.      In Dynamics CRM, on an attribute we have business rule and on change JavaScript, which event will trigger first?  

Data Migration

1.      When performing data migration can we migrate ‘createdon’ and ‘modifiedon’ dates for the records? If so how we can achieve it?
2.      When performing data migration, can we migrate workflows that are in pending stage? If so how we can achieve that?

Note: Give Your Answers for above Question in Comments in the same post .
If you like my idea please share the post.
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