MS Dynamics CRM Solutions

CRM Customizations - Customize through a web-based interface without any programming expertise or use the MS Dynamics CRM software development kit (SDK) to programmatically alter the metadata. Two default security roles associated with system customization privileges: System Administrator and System Customizer

Solutions are packages of customizations and metadata that allow system administrators and software developers to create, transport, and maintain business applications or functionality that run on the Microsoft Dynamics CRM framework.

Settings area -> Click Customizations ->  Click Customize the System to open the solution.

CRM Form

Dynamics CRM Form  - 2 types  -> Main Form  & Mobile Form

Main Form
CRM will allow to create multiple form for same entity. Each form  - body, header, footer, and navigation pane.

CRM Metadata

Metadata is defined as data about data. MS Dynamics CRM uses a metadata driven architecture to provide the flexibility to create custom entities and additional system entity attributes.
MS Dynamics CRM retrieves the record data from the metadata (entities, attributes, relationships, and option sets.), which in turn retrieves information from the underlying system data. MS Dynamics CRM stores its underlying system data in a relational database using Microsoft SQL Server.

MS Dynamics User Interface  ->  Metadata ->  Underlying System Data (SQL Server)

The entity metadata controls the grid and form layout, and how navigation options are presented. The metadata makes heavy use of MS Dynamics CRM Web services and XML data formats.

Make changes directly to CRM database in Microsoft SQL Server, risk of damaging the metadata and creating errors in your system.

Deploying SSIS Packages in SQL Server 2008/2012

1) Create the SSIS Package and Execute it.

2) After executing the solution, the deployment utility is created in the default location if the build is completed successfully. Navigate to the (default location) deployment folder, C:\SSIS\Packages\Import\ExcelFile\bin\Deployment in our case and we will find the deployment files i.e. the integration services project deployment file (ExcelFile.ispac).

3) Copy the Deployment file(local machine)  to the SQL Server Server (Target Server).

Get CRM PickList & Global OptionSet using c#

using System.ServiceModel.Description;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Metadata;

Uri OrganizationUri = new Uri(System.Configuration.ConfigurationManager.AppSettings["CRM_Organization_URI"].ToString());
Uri HomeRealmUri = null;
Dictionary<String, String> dicState = new Dictionary<String, String>();
Dictionary<String, String> dicSuffix = new Dictionary<String, String>();