Most Recently Used Add On for Microsoft CRM 3.0

The first step in getting started with any managed solution in Microsoft Dynamics CRM is to import the solution under the Solution section of CRM. To navigate to this section, you would simply go to Settings > Solutions > Select the Import button from the ribbon. This will prompt a dialog box that will walk you through the import process, which is shown below.

1. To begin the import process navigate to Settings > Solutions in your CRM environment.
2. Click on the ‘Import’ icon.
   IMPORTANT: If you do not have the proper security permissions to upload a solution you may need to contact your CRM Admin.
3. “Browse” and select the PowerPack solution file that you have previously downloaded to your desktop, once the zip file is populated select “Next”.
4. The next screen will verify the details of the solution you are about to import, select “Next” to move on.
5. On the next screen you will have to make sure that the “Enable any SDK message processing steps included in the solution” option is selected. Once this box is checked, select “Import” in the lower right corner.Thinking about implementing Dynamics CRM in your business?Deciding on a CRM vendor can be tricky; it gets even trickier when you’re sizing up Microsoft Dynamics CRM, with its recent rebrand and multitude of licensing and deployment options.

   So, if you’ve got questions about Dynamics CRM, we’ve got the answers. Check out our Dynamics CRM FAQ to get the skinny on this leading customer relationship software.

   What is Dynamics CRM?

   Dynamics CRM is a piece of business software, made by Microsoft. It’s a customer relationship management software that helps businesses manage their customer database, generate new leads, engage with their customers, and resolve customer service issues.

   At its most basic level, it’s a database which helps businesses to organize and manage their customer and lead data. Through the software, users can contact customers and leads, which records and tracks every customer interaction. This allows a business to build a complete picture of its relationship with its customers so that the customer journey can be personalized.

   Dynamics AX is part of the Microsoft Dynamics suite, which contains both ERP and CRM software (which Microsoft now refers to as “apps”).

   Originally launched in 2003, the Dynamics suite was made up of five products: Dynamics NAV, Dynamics AX, Dynamics GP, and Dynamics SL, all ERP software; and Dynamics CRM.

   Overview

   This page covers integrating Sugar Market with Microsoft Dynamics CRM, including configuring, syncing, and using data mappings.

   Important: Review Integration Overview: All CRM Types before proceeding with this topic. If you are a new customer installing and configuring the MS Dynamics integration for the first time, then please also read this page on creating a Microsoft Application ID.

   What is XrmToolBox?

   XrmToolBox is a Windows application that connects to Microsoft Dataverse. Dynamics 365 Customer Engagement (CE) applications, like Dynamics 365 for Sales, Service or Talent also use Microsoft Dataverse as their foundational data service. XrmToolBox, provides tools to ease customization, configuration and operation tasks for anything built on Microsoft Dataverse, including Dynamics 365 CE (formerly CRM) and model-driven PowerApps. It is shipped with more than 30 tools to make administration, customization or configuration tasks easier and less time consuming. And more than 100 other tools are available in the Tool Library.

   There are several nice examples that show how to clone a record in MS CRM. Most of the examples I found cloned native entities: Cases, Contacts, Opportunities, etc.

   Read this entry to see how to clone a custom entity – and deal with some of the problems you may run into during testing.

   This package contains the official Microsoft.Xrm.Sdk.dll and Microsoft.Crm.Sdk.Proxy.dll assemblies plus tools and has been authored by the Microsoft Common Data Service SDK team.