Helping Businesses with Technology
Helping Businesses with Technology
Helping Businesses with Technology
Jukka Niiranen blog post below:
http://survivingcrm.com/2013/08/your-essential-toolkit-for-microsoft-dynamics-crm/
First Create an ASP.NET WEBSITE from Visual Studio
Goto File> New > Website > Add a webform >
then it will create an aspx page file then add a “GridView” to the aspx page. Inside the ASPX.CS class add the below code
using System;
using System.Collections.Generic;
using System.Configuration;
using System.Data;
using System.Linq;
using System.Net;
using System.ServiceModel.Description;
using System.Web;
using System.Web.UI;
using System.Web.UI.WebControls;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Query;
public partial class Accounts : System.Web.UI.Page
{
protected void Page_Load(object sender, EventArgs e)
{
IOrganizationService service = GetCRMService();
QueryExpression query = new QueryExpression(“account”);
query.ColumnSet.AllColumns = true;
query.Criteria.AddCondition(“name”, ConditionOperator.NotEqual, “ksllls”);
EntityCollection collection = service.RetrieveMultiple(query);
DataTable dt = new DataTable();
dt.Columns.Add(“name”);
dt.Columns.Add(“accountnumber”);
foreach(Entity entity in collection.Entities)
{
DataRow dr = dt.NewRow();
dr[“name”] = entity.Attributes[“name”].ToString();
if(entity.Contains(“accountnumber”))
{
dr[“accountnumber”] = entity.Attributes[“accountnumber”].ToString();
}
dt.Rows.Add(dr);
}
GridView1.DataSource = dt;
GridView1.DataBind();
}
public IOrganizationService GetCRMService()
{
string UserName = “mam@santechnology.onmicrosoft.com”;
string Password = “devisri123”;
ClientCredentials Credentials = new ClientCredentials();
IOrganizationService Service;
Credentials.UserName.UserName = UserName;
Credentials.UserName.Password = Password;
Credentials.Windows.ClientCredential = CredentialCache.DefaultNetworkCredentials;
//This URI need to be updated to match the servername and organisation for the environment
string CRMServer = ConfigurationManager.AppSettings[“crmserverurl”].ToString();
Uri OrganizationUri = new Uri(CRMServer);
Uri HomeRealmUri = null;
// OrgaizationServiceProxy ServiceProxy
using(OrganizationServiceProxy ServiceProxy = new OrganizationServiceProxy(OrganizationUri,HomeRealmUri,Credentials,null))
{
Service = (IOrganizationService)ServiceProxy;
}
return Service;
}
}
=======================================================================
Screen shot of the Visual studio website application..
Account.aspx code:
<%@ Page Language=”C#” AutoEventWireup=”true” CodeFile=”Accounts.aspx.cs” Inherits=”Accounts” %>
<!DOCTYPE html>
<html xmlns=”http://www.w3.org/1999/xhtml”>
<head runat=”server”>
<title></title>
</head>
<body>
<form id=”form1″ runat=”server”>
<div>
<asp:gridview ID=”GridView1″ runat=”server”></asp:gridview>
</div>
</form>
</body>
</html>
=======================================================================
WEB.CONFIG CODE
<?xml version=”1.0″?>
<!–
For more information on how to configure your ASP.NET application, please visit
http://go.microsoft.com/fwlink/?LinkId=169433
–>
<configuration>
<appSettings>
<add key =”crmserverurl” value=”https://santechnology.api.crm11.dynamics.com/XRMServices/2011/Organization.svc”/>
</appSettings>
<system.web>
<compilation debug=”true” targetFramework=”4.5″ />
<httpRuntime targetFramework=”4.5″ />
</system.web>
</configuration>
=======================================================================
The Output will be as shown on the screen shot:
=======================================================================
Here we go, then we will be able to see the accounts based on the queryexpression condition:
I hope this code might helps someone out there..
Happy CRM:-)
🔄
Integrations with other Microsoft platforms
|
Capability
|
CRM Online
|
CRM On Premises
|
|
Exchange Synchronization
|
CRM for Outlook, Email Router, or Server Synchronization (if using Exchange Online/O365)
|
CRM for Outlook, Email Router, or Server Synchronization (if using Exchange on premise)
|
|
SharePoint Integration
|
Server Side with SharePoint Online (if using O365)
|
Client-side integration
|
|
Inside View (Insights)
|
Included
|
Additional cost
|
|
Social Listening
|
Included
|
Additional cost
|
|
Workflows/dialogs
|
200
|
Unlimited
|
|
Custom Entities
|
300
|
Unlimited
|
|
SSRS Reporting
|
FetchXML, or T-SQL from a locally replicated reporting server
|
FetchXML or T-SQL
|
|
Power BI Reporting
|
Yes
|
No
|
|
Upgrade/Update process
|
Office 365 admin approves the upgrade before it is installed, update rollups applied automatically
|
Upgrades and update rollups installed my your administrator
|
|
Direct server access
|
No
|
Yes
|
|
Phone App
|
Yes
|
Yes if environment externally facing via ADFS
|
|
Tablet App
|
Yes
|
Yes if environment externally facing via ADFS
|
|
Storage
|
Limited to the amount of CRM Online storage purchased
|
Limited to the amount of storage available on your server
|
|
Release cycle
|
Two releases per year. Spring release functionality exclusive to CRM Online, so new functionality available online first.
|
Fall release released to both CRM Online and On Premises, includes the functionality released in the Spring release.
|
|
Migrating
|
CRM Online customers can migrate On Premises at any time. SQL database provided to client at scheduled time that can be imported to an On Premises deployment.
|
CRM On Premises customers can migrate to CRM Online and customization for entities can be imported; however, on premises database cannot be moved to Online data center, so a data migration is required.
|
|
Sandbox environments
|
CRM Online provides non production environments as part of your subscription that can be used for dev/test/UAT. The number of organizations received depends on the number of users.
|
Non production environments can be installed, depending on local server availability.
|
