Different Versions of the CRM

Hi Developers here comes the different version and the code names for CRM Dynamics.

CRM	Version	Release Date	Code Name
Microsoft CRM 1.0	1.0	01-Jan-03	-           - - - - -
Microsoft CRM 1.2	1.2	08-Dec-03	-           - - - - -
Microsoft Dynamics CRM 3.0	3.0	05-Dec-05	-           - - - - -
Microsoft Dynamics CRM 4.0	4.0	01-Dec-07	Titan
Microsoft Dynamics CRM 2011	2011(5.0)	Beta in February 2010,February 2011	Polaris
Dynamics CRM 2013	2013(6.0)	Beta in 28th of July 2013,November 2013	Orion(6.0) , Leo(6.1)
Dynamics CRM 2015	2015(7.0)	September 2014	Vega(7.0) Carina(7.1)
Microsoft Dynamics CRM 2016	2016( 8.0, 8.1,8.2)	30-Nov-15	Ara , Naos , Centaurus
Dynamics 365	9.0	01-Oct-17	Potassium , Calcium

How to Create and update the records automatically

Here's come a new scenario like to create the automated records and to perform different activities on them. Usually we have the some fixed source type activities in creation of automatic creation and updation of the records. There are 7 source types on which we can perform.They are as follows

1. Phone Call
2. Email
3. Appointment
4. Service Activity
5. Task
6. Social Activity
7. Custom Activities

we will have different rules on different source types to perform the automatic actions on records.

How to Set the look up value by default?

 function loopupvalue()
    {  var lookupValue = new Array();
        lookupValue[0] = new Object();
        lookupValue[0].id = "475B158C-541C-E511-80D3-3863BB347BA8"; //Guid of the A. Datum//
        lookupValue[0].name = "A. Datum";
        lookupValue[0].entityType = "account";
        Xrm.Page.getAttribute("parentcustomerid").setValue(lookupValue);
           
   }

A simple way for the bulk update in CRM Dynamics

There are many ways for bulk update a simple and easy way is as follows.

for example Take entity contacts 

1)Open main form page

2)Select the records which you want to update

3)Update the fields with new data

4)Click on Change

what is the difference between custom workflow and system workflow?

So many developers say's many differences with my knowledge i'm sharing few oh the differences which are as follows:

System Workflow :

--> It is out of box feature(OOB) which follows the predefined steps for development.

Custom Workflow :

-->It is the code based file which helps us to implement which is not possible from OOB feature of the system workflow.This code base file should be a DLL(Dynamic-link library) file which should be called from the out of the box workflow designer.

-->From custom workflow we can have the operations such as CRUD,Associate,Disassociate,Execute.where we can develop according to requirement 

Question: How to lock a field if a another  field contains data?

Answer : For example we have a lookup field as parentcustomerid and a country name as another field.so if the parentcustomerid has data then the field should be lock if the parentcustomerid does not have the data then it should get unlock.Here comes the code

function lockfield()
    {
        var field = Xrm.Page.getAttribute("parentcustomerid").getValue();

        if (field != null) {

            Xrm.Page.getControl("sample_countryname").setDisabled(true);
        }
        else
        {
            Xrm.Page.getControl("sample_countryname").setDisabled(false);
        }

    }

Question.How to set option set value by default.

Ans. For example we have the employee filed as option set and in that we the values as
1)Contract
2)Temporary

so by default we need to fill the field as Contract so for this we have couple of ways by using
javascript we can write the code as follows :

function countrycode()
    {
        var country = Xrm.Page.data.entity.attributes.get("sample_countryname");
        country.setValue("727000000");// here the 727000000 will be the option set value while we creating the option set we will have this.

    }

Refer this for further:

How to update the CRM with the data of Excel sheet  by using oob features of CRM (Import, Workflows etc.)?

You can use the AdvancedFiend feature to select records of interest.

Query the expression and run the results.

Export them via the Export feature to Excel (enabling the option "Make this data available for re-importing by including required column headings").

Update cells in the Excel sheet.

Import that sheet once again with the Import feature of Dynamics CRM.