Friday, November 1, 2013

MS CRM 2011 step by step Installation

MS CRM 2011 Installation Steps:

1. Go to the setup server application like in the path CRM/server/amd64 and click double click.

2.  A window will open, Recommend update or not will show and click next

3. Product key window will open, Enter product key and click next.

4. License Agreement window will open then read the terms and conditions and click next.

5. Install required Components list window will display click install after that click next.

6. Select installation location and click next.

7. specify servers roles window will open, in this full server and deployment server are there. In full server, Front end server and back end servers are there.

In Front end server:

- web Application server

- Organization web service

- Discovery service

- Help server.

In Back End server:

- Asynchronous processing service.

- Sand box processing service.

In Deployment Admin server

- Deployment tools.

- Deployment web service.

Front end server enables server roles for running clients applications and applies developed with CRM software development kit. And Back end server includes the server roles that handle processing asynchronous events such as workflow, custom plugins and share point integration. These roles are usually not exposed to internet.

Deployment Admin server enables the server roles for components that are used to manage the deployment. Sand processing service helps the server role enables an isolated environment to allow for execution of custom code, such as plugins. This isolation reduces the possibility of custom code affecting the operation of the organization in Microsoft CRM deployment.

Select the server and service in the server roles and then click next.

8. Deployment option window will open and select options and then click next.

9. select organization unit that is root one and then click next.

10. Service accounts window will open and select services and enter name and passwords and then click next.

11. select website like default or share point or new one and enter the port number and then click next.

12. Specify the email router setting and then click next.

13. Organization setting window will open and enter the details of name ,currency code ,name , symbol etc and then click next.

14. Reporting services server and specify the reporting service and then click next.

15. Help us improve the customer Experience window will open select  CEIP program and then click next.

16. MS Update preference window will open and select your preference and then click next.

17. Ready to install window will open and then click on the install after that installation completed then CRM server setup completed will get then click to finish the installation.

Thursday, October 31, 2013

LINQ used in MS CRM 2011


LINQ Operator
 The Linq operators are as follows,
- Join
- From
- where
- Group by
- Order by
- last
- skip
- Aggregate

  For Query the data in many ways, one of help way is LINQ with this syntax we can query the data very easily, that means , we can retrieve the data or update or delete or save the changes of the data.
Microsoft Dynamics CRM 2011 , developers can use .NET Language- Integrated Query (LINQ) to write queries. They can use the OrganizationServiceContext class or a deriving class created by the CrmSvcUtil tool to write LINQ queries that access the Simple Object Access Protocol (SOAP) endpoint (Organization.svc). The OrganizationServiceContext class contains an underlying LINQ query provider that translates LINQ queries from Microsoft Visual C# or Microsoft Visual Basic .NET syntax into the query API used by Microsoft Dynamics CRM.
The LINQ query provider supports a subset of the LINQ operators. Not all conditions that can be expressed in LINQ are supported. The following table shows some limitations of the basic LINQ operators.
// An Example explains the update or delete using LINQ
Var q= from a in _oservice.Account where (a.state="AP") select a;
foreach( var a in q)

   a.state="Andhra Pradesh";







Monday, October 28, 2013

MS CRM 4.0 Email Router

Microsoft Dynamics CRM 4.0 has the new E-mail Router Configuration Manager makes sending and receiving e-mail from Microsoft Dynamics CRM 4.0 much more flexible. This flexibility requires additional configuration for the e-mail router in Microsoft Dynamics CRM 4.0 that was not required for the e-mail router in Microsoft Dynamics CRM 3.0. This document lists steps to configure Microsoft Dynamics CRM e-mail in different deployment scenarios are as follows,

·         The Microsoft Dynamics CRM E-mail Router

·         The forward mailbox

·         The Microsoft Dynamics CRM Outlook client 

MS CRM Email Router

The Advantages of the MS CRM Email Router are as follows,

·         Can be used to connect to Exchange and POP3 mailboxes to track e-mail into Microsoft Dynamics CRM 4.0.

·         Can be used in deployments where the Microsoft Dynamics CRM Client for Outlook is not installed.

·         Can be used to monitor individual user mailboxes.


The Disadvantages of the MS CRM Email Router are as follows,

·         For POP3 accounts, you must create an incoming profile for each POP3 account and you must enter the password for each POP3 account.

·         Requires a dedicated computer that is always running.

·         Can be more complex to setup and maintain if used to monitor a large number of user’s mailboxes.

Forward Mailbox

The Advantages of the forward Mailbox are as follows,

·         Reduces the number of incoming profiles that must be created and managed for organizations that monitor a large number of user’s mailboxes.

·         One central mailbox to monitor.


The Disadvantages of the forward mailbox are as follows,

·         E-mail provider must have the ability to forward as an attachment. This is required to forward e-mails to a central mailbox that is monitored by the Microsoft Dynamics CRM E-mail Router.

·         A mailbox rule must be deployed to each user to forward e-mails to the central mailbox.

 MS CRM outlook client:

The Advantages of the CRM outlook client are as follows,

·         This scenario does not require the Microsoft Dynamics CRM E-mail Router.  The Microsoft Dynamics CRM Client for Outlook is able to send e-mail for each user whether the user sends it from within Outlook or within the CRM Web Client, as well as receive and track e-mail in Microsoft Dynamics CRM 4.0.

·         There are no user passwords to maintain for access to Microsoft Dynamics CRM 4.0 or to the user’s mailboxes.


The Disadvantages of the MS CRM outlook client are as follows,

·         The Microsoft Dynamics CRM Client for Outlook must be running for e-mails to be sent or tracked in Microsoft Dynamics CRM.  If the Microsoft Dynamics CRM Client for Outlook is not running, the e-mails will be queued until Outlook is launched and connects to the Microsoft Dynamics CRM server and to the mail server.

Tuesday, October 8, 2013

MS CRM Audit Enable steps and permissions


The term "audit" in this context refers to recording any changes made to the data

in Microsoft Dynamics CRM.

 Enable the auditing process steps are as follows,

1. Select Settings, Customization, Customize the System.

2. Expand the entity list in the Navigation pane.

3. Click the entity for which you want to enable auditing.
4. In the General tab, select the Auditing checkbox in the Data  Services section.

Audit allowed Permissions are as follows,
Delete Audit Partitions
View Audit History
View Audit Summary
View Audit Partitions

Monday, October 7, 2013

MS CRM : Deployment and Authentication Model

    Deployment                                                     Authentication Model

-  MS CRM online                                              Claim Based Authentication.

- MS CRM 2011 online premises                       Claims Based / Active Directory Authentication.

- MS CRM 2011 IFD                                          Active Directory / Claims Based Authentication

Claims Based Authentication process a  request to authenticate a user is sent from Microsoft
Dynamics CRM 2011 or Microsoft Dynamics CRM Online or a custom application to the STS
server. The STS server determines whether the user should be authenticated, and if this is the

case, issues a signed and encrypted SAML token that contains user authentication

And Active Directory authentication process are as follows,

A request to authenticate a user is sent from Microsoft Dynamics CRM 2011 or a

custom application to Active Directory. The WCF stack manages the

authentication process for Microsoft Dynamics CRM SDK API calls from an

application, whereas Internet Information Services (IIS) manages authentication

for a web application.

Sunday, October 6, 2013



1.       Pre-validation: use before form validation

2.       Pre-operation: use after form validation and before values are saved in the database.

3.       Post-operation: use values are changed in the database after inserting/updating in the database.

Plugins can be registered in-transaction so they are able to roll-back the main operation if the plugin fails.

Plugins are written in .NET and this supports any action that can be achieved using the CRM SDK.

Plugin supports as follows,

- Synchronous execution

- Asynchronous execution

- offline.

Integrated MS CRM with AX

Microsoft Dynamics AX provides a framework called Application Integration Framework (AIF) to integrate with an external application. You can use AIF to send and receive XML documents that represent business objects, such as a customer or vendor. To process these documents, Microsoft Dynamics AX must be able to parse and generate XML. AIF provides automatically generated classes referred to as data objects to implement XML serialization and de-serialization. Data objects can be defined from multiple artifacts       

Application Integration Framework (AIF) is the infrastructure within Microsoft Dynamics AX with which you can expose business logic or exchange data with other systems. AIF is comprised of three primary components:

·         Services - Enable you to expose business logic written in X++ as a service to be consumed by other applications. Within Microsoft Dynamics AX, you can create, customize, and publish services.

·         Document services - A specific implementation of services in which the Microsoft Dynamics AX business logic is exposed through document services.

·         Consume Web services - In Microsoft Dynamics AX, you can consume external Web services from your X++ code.


There are two methods for exchanging data in AIF:

·         Web services - A data exchange in which a Microsoft Dynamics AX service is consumed an external system.

·         Adapters - A data exchange in which Microsoft Dynamics AX adapters are used to communicate with the external system. Microsoft Dynamics AX adapters support the following transport mechanisms:

·         File system

·         Message Queuing (MSMQ)

·         BizTalk Server