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MS CRM Dynamics 2011

MS CRM Dynamics 2011. Customer relationship management. What is CRM.  Focuses mainly on Sales, Marketing, and Service (help desk) sectors. Topics that will discus. Customization WF's (custom work flows ) JavaScript Managed Solutions Unmanaged Solutions HTML pages in CRM.

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MS CRM Dynamics 2011

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  1. MS CRM Dynamics 2011 Customer relationship management

  2. What is CRM •  Focuses mainly on Sales, Marketing, and Service (help desk) sectors

  3. Topics that will discus • Customization • WF's (custom work flows) • JavaScript • Managed Solutions • Unmanaged Solutions • HTML pages in CRM

  4. How we start customization • We can customize CRM by using CRM forms. • How can we write custom code or create a web services.

  5. CrmSvcUtil.exe Reference code: CRMSVCUTIL

  6. Workflows • Simple Workflow • Custom Workflow

  7. Access data using linq

  8. Access option set Containing condition

  9. Javascript • Xrm.Page.getControl(“controlName") .setDisabled(false); • Xrm.Page.getAttribute(" CRMFieldSchemaName ").getValue(); • Xrm.Page.ui.tabs.get(" CRMFieldSchemaName ").setVisible(true); • Call the onchange event of a field • Xrm.Page.getAttribute(“CRMFieldSchemaName”).fireOnChange(); • Xrm.Page.getControl(“CRMFieldSchemaName”).setFocus(true);

  10. Solutions • Manage Solutions • Un-Manage Solutions

  11. HTML pages in CRM • Open CRM - Settings - Customizations - Customize System - Web Resources - New - Select Type Html Page

  12. Thank you

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