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Discovery Service :
The IDiscoveryService Web service is used to determine the organizations that a user is a member of, and the endpoint address URL to access the IOrganizationService Web service for each of those organizations. This discovery service is necessary because Microsoft Dynamics CRM is a multi-tenant environment—a single Microsoft Dynamics CRM server can host multiple business organizations. By using the discovery Web service, your application can determine the endpoint address URL to access the target organization’s business data.
It is a primary web service that accesses data and metadata of an organization. This web service contains the methods that you use to write code that uses all the data and metadata in Microsoft Dynamics CRM.
Click here to get more info on Global Option set
When we create a new entity in CRM, we have two option for “Ownership” as “User or Team” and “Organization”. Below are the main differences between these two types of entities.
All solutions start out as Unmanaged. When it is in the unmanaged state, you can add, remove, update, and test any of the components of the solution. You can delete components of your unmanaged solutions, while leaving it available for use in the rest of the system. Some on the MS CRM dev team have likened this to your ‘source’ code of your system. The great thing about an Unmanaged Solution is that during development, you can create restrictions (like ‘not customizable’) on the components as they evolve.
When your unmanaged solution is ready for the show, you simply export it to ‘Managed’. You could think of this as ‘compiling’ you code. You set the restrictions (i.e. prevent customizations on certain components) and the end user lives by those rules. But remember, they can still customize the components of the solution that are unrestricted. You cannot add or remove components of a solution, even if the component is unmanaged.
Once you have packaged the Managed Solution, it can be installed into another organization. They can also be deployed across multiple deployment types (Online, Partner Hosted, On-Premise) and all CRM Clients (web, Outlook, Mobile Express, and Offline via Outlook Client).
‘Append’ and ‘Append To’ privileges works together in CRM. ‘Append To’ allows other entities to get attached with it. ‘Append’ privilege will allow the entity to attach the records of an entity which has ‘Append To’ privilege.
Generally, we attach notes to an entity (Account). To do this Note should have “Append” privilege and Accounts should have “Append To” privileges.
Let say Entity1 and Entity2 has 1:N relation. Entity1 should have Append To and Entity2 should have Append permission to relate both the entities records with lookup.
to know the difference between Form level security Vs Field level securityn
to know the difference between Plug-ins Vs UI Workflow
to know the difference between Workflows Vs Dialogue
to know the difference between Advanced Find and Reports
to know the difference between QueryByAttribute and QueryExpression
to know the difference between QueryExpression and FetchExpression
Business Applications communities