What Is Solution In Dynamics 365 CRM & How To Create?

 In this Post we are going to Explain.

 What is Solution in Dynamics 365 CRM & How to Create? 

 A solution in Dynamics 365 CRM is a container that holds customizations and components like entities, fields, workflows, and dashboards. It allows for packaging and moving configurations between different environments, such as from development to production.

  ➢ Step to Create Solution: 

1) Navigate to Advanced Settings

2) Click on Solution 

3) Click on "New" to Create a Solution.

 4)Enter Solution Details (Display Name, Name, Publisher, Version). 

5) Select a Publisher or Create a New One (if required).

 6) Save the Solution and Publish

What Is Publisher & How To create It ?

In This Post We Are Going To Explain. What is Publisher?

A Publisher in Dynamics 365 CRM represents the owner or creator of a solution. It helps ensure that custom components (e.g., entities, fields, option sets) have unique prefixes to avoid conflicts with components from other solutions.

Each publisher is associated with a prefix and an option set value prefix that is automatically applied to components created under the solution.

➢ Step to Create Publisher :

 1) First Login into Dynamics 365 CRM Account 

2) Click on Setting Gear Icon 

3)Go to Advanced Settings 

4) In Customization Area Click on Customizations

 5) Click on Publisher And Create a New Publisher

6) Fill in Details: Display Name, Name, Prefix 

7) Save 

Explain The Modules of Dynamics 365 CRM

 In This Post We are going to " Explain the Modules of Dynamics 365 CRM : Sales, Service, & Marketing." 

Modules in Dynamics 365 CRM :

❖ Sales Module:
Sales module are used to sales the Products to the customers. by using this module you can track all the process of the sales activities. The Sales module focuses on converting leads into customers (Contacts or Accounts) and managing opportunities associated with them.

Opportunities typically go through various stages in the sales process. Within an opportunity, you can create related quotes, orders, and invoices to facilitate the sale of products or services.

This module streamlines the entire sales lifecycle, helping businesses close deals efficiently Sales module are used to sales the Products to the customers. by using this module you can track all the process of the sales activities.

➢ Capture Lead → Follow Up → Qualify or Disqualify Lead 

1) Contact Setup 

What Is Dynamics 365 CRM/CE?

 In this post we are going to explain what is Dynamics 365 CRM/CE.

Dynamics 365 CRM (Customer Relationship Management) is a cloud-based application which is developed by Microsoft,  designed to help businesses manage customer relationships, streamline business processes, and improve sales, marketing, and customer service operations. 

Dynamics 365 CE (Customer Engagement) refers specifically to the customer-facing modules within Dynamics 365 CRM, including Sales, Marketing, Customer Service, Field Service, and Project Operations. CE focuses on improving customer interactions and engagement.

Customers Into Dynamics 365CRM/CE:
In the Dynamics 365 CRM/CE you can add the customer at two level.
1. Account :
If your customer is an any organization or Company then add these details into Account table/entity.
2. Contact :
If your customer is a single person or individual then add these details into Contact table/entity.

 ➢ Modules in Dynamics 365 CRM / CE: 

❖ Sales: Sales module are used to sales the Product to the customers. In this module you ca track all the process of the sales. Manages the entire sales lifecycle, from lead generation to opportunity management and closing deals. below are the some tables involved into Sales modules.
1. Lead
2. Opportunity
3. Quotes
4. Order
5. Invoice

 ❖ Marketing: Marketing module are used to do the marketing of the Products, In this module you can track all the operations and activities of Marketing. Automates marketing campaigns, tracks customer engagement, and helps nurture leads through personalized messaging. 
1. Marketing List
2. Campaign

 ❖ Service: Service Module are used to provide the services to the Customers. Manages customer support activities, case resolutions, & service requests, customers receive timely responses and support.
 below are the some tables involved into Sales modules.
1. Case
2. Queue

 ❖ Field Service (Part of CE): Helps businesses efficiently manage on-site services by streamlining work order creation, scheduling, resource allocation, and equipment maintenance. 

 ❖ Project Operations (Part of CE): Enables organizations to plan, execute, and manage project based services, including resource scheduling, budgeting, and tracking project progress. 

Read And Write The Dynamics 365 CRM Multi Select Option Set Field Using Java Script

Follow below code to read and write the Multi Select Option Set field of Dynamics 365 CRM.

1. To Read the value:
Below code are read the Name field value and store into empCourses variable.

var empCourses = formContext.getAttribute("min_courses")?.getValue();

2. To Set/Update value:
Below code will be check the Name field contains data, if it contains then set/update the address1 field value.

if (empCourses !== null && empCourses !== undefined)
{
    formContext.getAttribute("min_courses1").setValue(empCourses);
}

Read And Write The Dynamics 365 CRM Date and Time Field Using Java Script

  Follow below code to read and write the Date and Time field of Dynamics 365 CRM.

1. To Read the value:
Below code are read the Name field value and store into empDOB variable.

var empDOB = formContext.getAttribute("min_dob").getValue();

2. To Set/Update value:
Below code will be check the Name field contains data, if it contains then set/update the min_dob1 field value.

if (empDOB !== null && empDOB !== undefined)
{
    formContext.getAttribute("min_dob1").setValue(empDOB);
}

Read And Write The Dynamics 365 CRM Whole Number Field Using Java Script

 Follow below code to read and write the Whole Number field of Dynamics 365 CRM.

1. To Read the value:
Below code are read the Name field value and store into empPostalCode variable.

var empPostalCode = formContext.getAttribute("min_postalcode")?.getValue();

2. To Set/Update value:
Below code will be check the Name field contains data, if it contains then set/update the address1 field value.

if (empPostalCode !== null && empPostalCode !== undefined)
{
  formContext.getAttribute("min_postalcode1").setValue(empPostalCode );
}

Read And Write The Dynamics 365 CRM Decimal Field Using Java Script

   Follow below code to read and write the Decimal field of Dynamics 365 CRM.

1. To Read the value:
Below code are read the Name field value and store into empPercentage variable.

var empPercentage = formContext.getAttribute("min_percentage")?.getValue();

2. To Set/Update value:
Below code will be check the Name field contains data, if it contains then set/update the address1 field value.

if (empPercentage !== null && empPercentage !== undefined)
{
  formContext.getAttribute("min_percentage1").setValue(empPercentage);
}

Read And Write The Dynamics 365 CRM Currency Field Using Java Script

Follow below code to read and write the Currency field of Dynamics 365 CRM.

1. To Read the value:
Below code are read the Name field value and store into empSalary variable.

var empSalary = formContext.getAttribute("min_salary")?.getValue();

2. To Set/Update value:
Below code will be check the Name field contains data, if it contains then set/update the address1 field value.

if (empSalary !== null && empSalary !== undefined)
{
  formContext.getAttribute("min_salary1").setValue(empSalary);
}