Friday, December 4, 2015

How to create Task in regard to Oppotunity

// Step 1:   Create Connection to CRM

string discoveryURL = "Discovery Service url";
 string OrganisationURL = "Organisation service url";
  ClientCredentials credentials = new ClientCredentials();
  credentials.UserName.UserName = "your uid";
  credentials.UserName.Password = "Your pwd";
  DiscoveryServiceProxy dsp = new DiscoveryServiceProxy(new Uri(discoveryURL), null, credentials, null);
dsp.Authenticate();
OrganizationServiceProxy org1 = new OrganizationServiceProxy(new Uri(OrganisationURL), null, credentials, null);

// Step 2:  Find the GUID of Opportunity

Guid oportunityid = new Guid();
var oportunityByPage = from oportunity in orgContext.CreateQuery("opportunity")
                                        where ((string)oportunity["name"]) == "MyOpprtunity"
                                        select oportunity;
oportunityid = (oportunityByPage as System.Collections.Generic.IEnumerable<Microsoft.Xrm.Sdk.Entity>).SingleOrDefault().Id;

// Step 3:    Create the Task

Entity entityTask = new Entity();
entityTask.LogicalName = "task";
entityTask["subject"] = "Test Task " + DateTime.Now.ToString();
entityTask["regardingobjectid"] = new EntityReference("opportunity", oportunityid);
Guid guid = org1.Create(entityTask); 

Wednesday, December 2, 2015

What can CRM do for any organization?


CRM software—is a hybrid business solution that can increase sales and marketing efficiency. Think of it as a powerful set of tools, apps, and platforms that in combination drive optimization of business intelligence, social insights, campaign management, and many other key customer relationship matters.
CRM can help reduce costs and increase profitability by organizing and automating business processes that nurture customer relationships and satisfaction across all interactions—marketing, sales, and customer service. CRM solutions can deliver return on investment (ROI) through marketing automation, customer service, and sales force automation.
Mobile CRM apps and platforms that enable you to manage your customer relationships on your mobile devices, along with tools that integrate data and reporting from social media directly into your CRM application.