How to capture adding or removing members to CRM teams? What is the plugin step to capture adding/removing members to a CRM team? AddingMembers/RemovingMembers steps or Associate/Disassociate steps can be used in the plugin?
Following messages are supported for teams in plugin registrations.
In Dynamics CRM Advanced Find, Querries can be built for various conditions \ for various filter criteria. But, “Not In” type queries cannot be built and it doesn’t work with OOTB querying. Cobalt has a cool feature which allows users to make “Not In” \ “Does Not Have” types of queries in Advanced Find and for Views.
One Account can have many Cases. Dynamics CRM can display all the “Accounts which has Cases” in Advanced Find\Views. But, Dynamics CRM cannot display all the “Accounts which has no Cases” using Advanced Find\Views.
In Dynamics CRM there are few ways of detecting record changes. It is really important to track\trigger changes in Dynamics CRM systems when synchronizing data between systems.
Change Tracking is a new feature comes with latest Dynamics CRM version and this feature can be used to get a bulk of records changed in an entity. It always provides changes compared to the last retrieval of changes. Also, this will not raise the change as soon as it happens. Some code has to be executed externally and should get the changed records from the specific entity.
CRM Workflow executions in an event is another solution of detecting changes. With the real-time workflows, the workflow can be started before or after the change.
In this post, we discuss sending Plugin Execution Context to Azure and solving issues related to that.
Get the Plugin Execution Context Out
Plugins can be registered to track record changes. Plugin execution context has lots of information on the record change such as data changed, images, plugin step information etc. If we need to get the record changes and related information out of CRM we can use plugins and perform any action on that data. Also, we can integrate Dynamics CRM and Windows Azure using a Service Endpoint to Azure.
Maintaining campaigns, marketing lists and sending emails to different marketing lists in bulk are usual processes in Marketing. Dynamics CRM provides a useful set of functionalities under Marketing.
MailChimp provides lot of web based features including Email designer, Email Template Creator, integration with different web applications, maintaining campaigns, create campaigns using mobile etc… http://mailchimp.com/
PowerMailChimp connects Dynamics CRM and the MailChimp, simply it acts as MailChimp CRM Integration tool.
You can create marketing campaigns, maintain static or dynamic marketing lists to send offerings, newsletters, notices etc… from Dynamics CRM itself. Also MailChimp can be used to design your email templates or newsletter templates very easily and send those emails or newsletters using your own templates in MailChimp. Statistics such as successful deliveries, opens, bounces and unsubscribes can be seen from the CRM itself.