Showing posts with label Dynamics CRM Training. Show all posts
Showing posts with label Dynamics CRM Training. Show all posts

Monday, July 4, 2011

Microsoft Dynamics CRM 4.0 Whitepapers

Here is a list of some beautiful whitepapers for CRM developers, it always worked as a good reference to me. so thought of sharing it with others too.

you can use them for a reference point or for knowledge building or to understand the product better.

Whitepaper Download

This white paper, details the security model leveraged by Microsoft Dynamics CRM 4.0, including information on the authentication mechanisms that, depending on the deployment model, support Microsoft Dynamics CRM. In addition, the document provides details about how access to Microsoft Dynamics CRM 4.0 system resources by users and external systems can be controlled and restricted.

The Microsoft Dynamics CRM Security Model

This white paper,provides selected aspects of the conceptual application of the security model in Microsoft Dynamics CRM. While Microsoft Dynamics CRM does not provide for true field-level security, there are a number of options available for using supported custom logic to control of access to data at a more granular level than provided out of the box. This document discusses some of the key options and constraints available for implementing this type of solution.

Field-level Security in Microsoft Dynamics CRM: Options and Constraints

Many data centers include firewalls between the end-users and the servers and other integrated systems that support an implementation of Microsoft Dynamics CRM 4.0. This document provides guidance on the connectivity requirements between Microsoft Dynamics CRM 4.0 and other systems to assist readers with proper firewall configuration in customer environments.

Connectivity and Firewall Port Requirements in On-Premise Deployments

Both the online and offline versions of the CRM Outlook Client support synchronizing CRM contacts and CRM activities to Outlook folders, or Outlook synchronization. This document describes the client synchronization process for Microsoft Dynamics CRM 4.0.

Outlook Synchronization in Microsoft Dynamics CRM 4.0

Using multiple instances of Dynamics CRM may be preferable in a number of scenarios. This release includes two documents, a white paper and a build guide, focused on sharing data across multiple CRM organizations. The white paper provides an overview of the levels of integration available for sharing data across multiple Dynamics CRM organizations, together with details about the techniques that are used for integration at the Application and Data levels, which include Web Services, Web Services-based solutions, Filtered Views, and SQL Server Replication.

Sharing Data across Microsoft Dynamics CRM Deploymentsc

Microsoft Dynamics CRM supports a wide range of business applications with the essentials required for building, delivering, and maintaining these applications in a multi-tenant SaaS environment. In this white paper we explore how, with Microsoft Dynamics CRM, an ISV can quickly build, deploy, and manage line-of-business applications.

Developing ISV Applications using Microsoft Dynamics CRM 4.0

This white paper provides techniques, considerations, and best practices for optimizing and maintaining the performance of Microsoft Dynamics CRM 4.0 implementations.

Optimizing and Maintaining Microsoft Dynamics CRM 4.0

These Microsoft Office Visio diagrams show the logical database structure for Microsoft CRM 4.0.

These diagrams were generated using the Metadata Diagram sample code included in the Microsoft Dynamics CRM 4.0 SDK download.

Microsoft Dynamics CRM 4.0 Logical Database Diagrams

Tuesday, June 7, 2011

How To Recreate Users in Microsoft Dynamics CRM

Situation:

One of my teammate recently moved a CRM organization from one server to another server (database as well as the application server), don’t know what went wrong but after that one user complains that he can’t login into the system, when inspected we found that there are two records for the same user now exists in the CRM one disabled and one enabled also no entry of this user was there in MSCRM_CONFIG database.  Still in dark why and how it happens? but in order to let the user in the CRM we need to recreate the user in the CRM.

Resolution:

Now all we need is  to delete this user and recreate it in CRM, BUT BUT BUT…….

There is no supported option of deleting Users from CRM is available , at most you can disable them, but sometimes we found ourselves in a situation when we need to recreate the user in CRM as mentioned above.

we also need to remember that the CRM users are created from AD user accounts so the CRM will not allow you to create a new account even when one account is already disabled.

So what can we do:

The option with us is recreate a User record by changing the credentials of a user record and create a new record for the existing user.

we can do so by following the steps as mentioned below:

Step 1: navigate and open the desired User record in CRM.

Step 2: Change the user credentials in the Domain Logon Name field to and AD use record that is not already a CRM User and save the record.

Step 3: Since this record is not required in CRM at all so disable this record.

Step 4: Create the desired user record.

Step 5: Reassign the records of the disabled user to this newly recreated record.

Wednesday, April 27, 2011

Pre and Post Entity Images

Very Often I found during code reviews the most common mistakes new programmers commit during plugin development in CRM is usage of images at wrong places. so I thought of writing the same here, may be it helps someone.

first we should understand what are Pre and Post entity images:

PreEntityImages and PostEntityImages contain snapshots of the primary entity's attributes before and after the core platform operation. Microsoft Dynamics CRM populates the pre-entity and post-entity images based on the security privileges of the impersonated system user. You can specify to have the platform populate these properties when you register your plug-in. The entity alias value you specify during plug-in registration is used as the key into the image collection.

before using the images we should know when they are available. For example, only synchronous post-event and asynchronous registered plug-ins have PostEntityImages populated. In addition, the create operation does not support a pre-image and a delete operation does not support a post-image.

Hope it is helpful.

Happy Coding. Smile

Thursday, November 26, 2009

Developing xRM Solutions Using Windows Azure

The recording of session by Andrew Bybee delivered at PDC-09 is now available. A must watch video. take a look at it here :

http://microsoftpdc.com/Sessions/P09-07?type=wmv

Friday, November 20, 2009

Microsoft Dynamics CRM 4.0 Training\Demo Videos

 

Microsoft Dynamics CRM 4.0 equips business professionals with access to customer information through a full suite of marketing, sales and service solutions within a familiar Microsoft® Office Outlook® interface to ensure rapid user adoption and fast results. These videos will introduce you to Microsoft CRM Online functions and capabilities.

Video: General Overview - Time: 15:00
This video will provide a navigation overview of Microsoft Dynamics CRM 4.0 via the Outlook client and Internet Explorer Web Browser.

Video: Sales Overview - Time: 12:00
This video will show the sales features in Microsoft Dynamics CRM 4.0 from creating a lead that leads to an opportunity that then leads to a quote.

Video: Marketing Overview - Time: 21:04
This video will show the marketing features of Microsoft Dynamics CRM 4.0, including Campaigns, Marketing Lists, Campaign Activities and Responses, and Reporting.

Video: Working with Accounts & Contacts - Time: 05:30
This video will show how to work with Accounts & Contacts within Microsoft Dynamics CRM 4.0

Video: Customer Service Overview - Time: 14:54
This video will provide an overview of the customer service functionality in Microsoft Dynamics CRM 4.0.

Video: Service Scheduling Overview - Time: 13:55
This video will provide an overview of the service scheduling functionality in Microsoft Dynamics CRM 4.0.

Video: Reporting Overview - Time: 15:29
This video will show the reporting capabilities in Microsoft Dynamics CRM

Video: Mail Merge - Time: 08:03
This video will show how to create mail merge templates and create emails and Word labels with mail merge.

Video: Using Advanced Find - Time: 10:02
This video will show you how to use the Advanced Find feature to find and take action on targeted sets of data. It will also show how to create Saved Views (My Views).