Month: September 2018
Meet Jerry, he is wondering about dynamics crm services, In this blog I am helping him to understand when he should use which dynamics CRM web service.
Let’s first understand how many services dynamics crm offers post which will discuss which service to be used when:
- Web API
- Organization Service
- Organization Data Service
- Discovery Service
- Deployment Service
Organization service is basically a SOAP endpoint of dynamics crm and have been available since dynamics crm version 2011. This Service has to be used with .Net Framework and for Business logic that runs in plug-ins or workflow assemblies on the server expect to use the Organization service.( So nothing client side). To work with Organization you have to use microsoft dynamics crm SDK i,e provided libabries and assemblies to interact with dynamics crm.
Organization Data service
Discovery web services
As the name suggest, this service should be used when you have mutiple CRM instances of dynamics crm in single deployment. You would use this service in your plugins ( the server side code) to get the current instance obtain the context.
Deployment web service
This service is barely used by developer as UI options are available. Such as Deployment manager etc. Use this service if you have create , delete or edit a dynamics crm organization/instance. Again its all server side.
I hope this clears your doubt as to when you would use which service and with what programming language.
Just a quick blog on a question asked in dynamics community here : https://community.dynamics.com/crm/f/117/t/293930
Requirement was to show Lost & Won opportunities grouped by a manager in a Bar Chart:
Try below Steps.
- Create a view as below :
- Create a chart on that view in opportunity as below:
- Save and close & make sure to publish the customisation. Below is the end product.
Hope this helps!