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

information.

 

 

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.  

Plugin

 

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

MS CRM 2011: Exported Customization xml changes

<?xml version="1.0"?>
-<ImportExportXml generatedBy="OnPremise" languagecode="1033" version="4.0.0.0"><Entities> </Entities><Roles> </Roles><Workflows> </Workflows>-<SiteMap>-<SiteMap>-<Area DescriptionResourceId="Workplace_Description" Icon="/_imgs/workplace_24x24.gif" ShowGroups="true" ResourceId="Area_Workplace" Id="Workplace">-<Group DescriptionResourceId="My_Work_Description" ResourceId="Group_MyWork" Id="MyWork"><SubArea DescriptionResourceId="Activities_SubArea_Description" Id="nav_activities" Url="/Workplace/home_activities.aspx" Entity="activitypointer"/>-<SubArea Icon="/_imgs/area/18_calendar.gif" ResourceId="Homepage_Calendar" Id="nav_calendar" Url="/workplace/home_calendar.aspx" Client="Web"><Privilege Entity="activitypointer" Privilege="Read"/></SubArea>-<SubArea DescriptionResourceId="Imports_Description" Icon="/_imgs/area/18_import.gif" ResourceId="Homepage_Import" Id="nav_import" Url="/workplace/home_import.aspx"><Privilege Entity="import" Privilege="Read"/></SubArea>-<SubArea DescriptionResourceId="DuplicateDetectionJobs_Description" Icon="/_imgs/data_management.gif" ResourceId="Homepage_DuplicateDetectionJobs" Id="nav_duplicatedetectionjobs" Url="/Tools/DuplicateDetection/SystemWideDuplicateDetection/home_duplicatedetectionjobs.aspx"><Privilege Entity="asyncoperation" Privilege="Read"/></SubArea>-<SubArea DescriptionResourceId="Queues_SubArea_Description" Id="nav_queues" Url="/workplace/home_workplace.aspx" Entity="queue"><Privilege Entity="activitypointer" Privilege="Read"/></SubArea>-<SubArea DescriptionResourceId="Reports_Description" Id="nav_reports" Url="/CRMReports/home_reports.aspx" Entity="report"><Privilege Entity="report" Privilege="Read"/></SubArea></Group>-<Group DescriptionResourceId="Sales_Description" ResourceId="Area_Sales" Id="SFA" IsProfile="true" Title="Employee Management"><SubArea DescriptionResourceId="Opportunity_SubArea_Description" Id="nav_oppts" Entity="opportunity"/></Group>-<Group DescriptionResourceId="Customer_Service_Description" ResourceId="Area_Service" Id="CS" IsProfile="true" Title="Case Management"><SubArea DescriptionResourceId="Cases_SubArea_Description" Id="nav_cases" Url="/CS/home_cases.aspx" Entity="incident"/></Group></Area>-<Area DescriptionResourceId="Customer_Service_Description" Icon="/_imgs/services_24x24.gif" ResourceId="Area_Service" Id="CS" Title="Recruiting">-<Group Id="CS"><SubArea DescriptionResourceId="Opportunity_SubArea_Description" Id="nav_oppts" Entity="opportunity"/><SubArea Id="new_acquisition" Entity="new_acquisition"/><SubArea Id="new_applicant" Entity="new_applicant"/><SubArea DescriptionResourceId="Contact_SubArea_Description" Id="nav_conts" Entity="contact"/><SubArea Icon="/_imgs/bar_bottom_ico_reports.gif" Id="Pipleine" Url="http://localhost/ReportServer/Pages/ReportViewer.aspx?%2fPipelineStatus" Title="Recruiting Scorecard"/></Group>-<Group ResourceId="Group_Extensions" Id="Extensions"><SubArea Id="new_jobtitle" Entity="new_jobtitle"/><SubArea Id="new_inquiry" Entity="new_inquiry"/></Group></Area>-<Area DescriptionResourceId="Sales_Description" Icon="/_imgs/sales_24x24.gif" ResourceId="Area_Sales" Id="SFA" Title="Employment">-<Group Id="SFA"><SubArea DescriptionResourceId="Opportunity_SubArea_Description" Id="nav_oppts" Entity="opportunity"/><SubArea DescriptionResourceId="Contact_SubArea_Description" Id="nav_conts" Entity="contact"/><SubArea DescriptionResourceId="Cases_SubArea_Description" Id="nav_cases" Url="/CS/home_cases.aspx" Entity="incident"/></Group>-<Group ResourceId="Group_Extensions" Id="Extensions"><SubArea Id="new_inquiry" Entity="new_inquiry"/></Group></Area>-<Area DescriptionResourceId="Settings_Area_Description" Icon="/_imgs/settings_24x24.gif" ResourceId="Area_Settings" Id="Settings">-<Group Id="Settings"><SubArea DescriptionResourceId="Administration_SubArea_Description" Icon="/_imgs/ico_18_administration.gif" ResourceId="Homepage_Administration" Id="nav_administration" Url="/tools/Admin/admin.aspx" AvailableOffline="false"/><SubArea DescriptionResourceId="BizManagement_SubArea_Description" Icon="/_imgs/ico_18_busmanagement.gif" ResourceId="Homepage_BusinessManagement" Id="nav_businessmanagement" Url="/tools/business/business.aspx" AvailableOffline="false"/><SubArea DescriptionResourceId="Customization_SubArea_Description" Icon="/_imgs/area/18_syscust.gif" ResourceId="Homepage_SystemCustomization" Id="nav_syscust" Url="/tools/systemcustomization/systemcustomization.aspx" AvailableOffline="false"/><SubArea DescriptionResourceId="Template_SubArea_Description" Icon="/_imgs/ico_18_templates.gif" ResourceId="Homepage_Template" Id="nav_template" Url="/tools/templates/templates.aspx" AvailableOffline="false"/>-<SubArea DescriptionResourceId="ProductCatalog_SubArea_Description" Icon="/_imgs/ico_18_productcatalog.gif" ResourceId="Homepage_ProductCatalog" Id="nav_productcatalog" Url="/tools/productcatalog/productcatalog.aspx" AvailableOffline="false"><Privilege Entity="product" Privilege="Read"/></SubArea><SubArea DescriptionResourceId="Workflow_SubArea_Description" Id="nav_workflow" Entity="workflow" AvailableOffline="false"/><SubArea DescriptionResourceId="DataManagement_SubArea_Description" Icon="/_imgs/ico_18_datamanagement.gif" ResourceId="Homepage_DataManagement" Id="nav_datamanagement" Url="/tools/DataManagement/datamanagement.aspx" AvailableOffline="false"/><SubArea DescriptionResourceId="SystemJobs_SubArea_Description" ResourceId="Homepage_SystemJobs" Id="nav_systemjobs" Url="/tools/business/home_asyncoperation.aspx" Entity="asyncoperation" AvailableOffline="false"/></Group></Area></SiteMap></SiteMap><EntityMaps/><EntityRelationships/>-<Languages><Language>1033</Language></Languages></ImportExportXml>

MS CRM 4.0: IpluginExecutionContext

IPluginExecutionContext has different properties and methods are as follows,

Totally 22 properties are there in this IPluginExecutionContext which helps to improve or perfectize

the code of the plugin.

And totally two main methods are there in the IPluginExecutionContext.


The methods of IPluginExecutionContext are as follows,

- CreateMetadataService

- CreateCrmService


Properties of IpluginExecutionContext are as follows,

- UserID property

- InputParameters

- CorrelationId,Depth and CorrelationUpdatedTime

- InvocationSource

- IsExecutingInOfflineMode

- CallerOrigin

- BusinessUnitId

- Stage

- SharedVariables

- PreEntity and PostEntityImages

- Mode

- MessageName

- OutputParameter

- OrganizationID

-ParentContext

- PrimaryEntityName

- SecondaryEntityName

 

MS CRM Views and types

View:

     The view is a saved type query and it is used to display many records in a single lists.

     We can create the view with the help of new button in the ribbons and we can customize the view

also.



Types:

Views are basically divided into following ways as follows,

1. Public Views

2. System Views

3. Personal Views.


The System Views again divided into following ways,

- Associated view

- Advanced Find View

- Look up view

- Quick Find View

 

Plug in Registration

Plugin Registration:


  For plug in Registration we can do it in two ways as follows,

l. Programatically

2. Plugin Registration Tool


Programatically, we can write a code and register the plugin when you run that program, that

program helps automatically register the plug in.


And another one is tool with the help of the plug in registration tool we can register the plug in very

easily. This tools help just select your plugin code dll and click next enter the your details like which

mode, type etc.