Microsoft CRM Dynamics

User Group All Microsoft CRM. This group is updated automatically as users are added and removed from Microsoft CRM. ReportingGroupA group contains all users within Microsoft CRM. This group is updated as users are added to Microsoft CRM. Users in this group have read-only access to the filtered views in the Microsoft CRM database. PrivUserGroupPrivileged Microsoft CRM user group for special administrative functions.  SQLAccessGroupA group that contains Microsoft CRM ASP.NET account and other service accounts. Members in this group have full access to the Microsoft CRM database and this group is used by the Microsoft CRM platform layer. End users should never be added to this group.

Requirement Plug-in Workflow Needs a synchronous action to happen before or after an event occurs. The same piece of logic will be executed for different events and possibly on different entities. The logic needs to be executed while offline. Needs elevation of privileges (impersonation) Needs to execute on events other than assign, create, update, and set state The process/logic may take a long time to complete or will be a persistent process (multiple long-running steps). Need an asynchronous action. End users will need to modify the process logic Child subprocesses will be triggered.

CRM service - when we need ORG related information like ORG name, Properties, CRM service path for this ORG -- then we use CRM discovery service. This is only to get the ORG related information Metadata service - we use this when we need to interact with the CRM records – create, update or delete anything-- it is very specific to the CRM records. When we need to interact with the CRM entity and attribute - like create an entity (not record) or attribute -- add a value to pick list-- retrieve the pick list value retrieve the entity properties-- attribute property and all we need Meta data service.