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Questions tagged [dynamics-crm-2011]

Microsoft Dynamics CRM is a multi-lingual Customer Relationship Management software package developed by Microsoft. Out of the box, the product focuses mainly on Sales, Marketing, and Service (help desk) sectors, but Microsoft has been marketing Dynamics CRM as an XRM platform and has been encouraging partners to use its proprietary (.NET based) framework to customize it to meet many different demands.

Microsoft Dynamics CRM 2011 (version 5) is a major update of the Microsoft Dynamics CRM platform. Its key focus is sales, marketing, and service. However, it is highly customizable using both client-side JavaScript or server-side .NET code.

Dynamics CRM 2011 introduced a drastic update of the server-side as well as client-side API's.

Major competitors to Dynamics CRM include SalesForce, SAP CRM and Oracle PeopleSoft CRM.

The Microsoft offering can be hosted on-premise by organizations, hosted in the public Microsoft Azure cloud for a fixed monthly fee, or hosted by a Microsoft Partner. This flexibility lets companies change their deployment strategy as their business needs change whilst utilizing a single organization.

End-users access Microsoft CRM in one of three ways:

  • Via a web browser - The currently supported browsers include Internet Explorer 7.0 or later, FireFox, and Chrome (on Windows XP or later) and Safari (on Mac OS X 10.7 or later) and Chrome. Non-IE browsers require the installation of Rollup 12 which was released in Q1 2013 for online version and is planned for Q3 2013 for on-premise.
  • Using a native Microsoft Outlook plugin
  • Using a mobile device with Microsoft Dynamics CRM Mobile (MS-cloud hosted only) or third-party applications such as CWR Mobility

Questions asked about Microsoft Dynamics CRM 2011 typically include those around configuration, client-side customization (eg forms, views, charts & dashboards, etc), deployment, or server-side development (workflow assemblies, plugins etc).

Preceding versions

Succeeding versions

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CRM 2011 Reporting not showing on IFD

I have an org that I think worked with reports via IFD at one point. Today I got notified that they are coming up blank. If I run them via localhost\orgname they come up just fine. Putting them in via the IFD URL does they come up empty. SSRS is…
Andy Patton
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CRM 2011 Marketing List Members - Add but not remove

I want users to be able to select the 'Manage Members' button but not the 'Remove from Marketing List' button. I have tried to do this through security role permissions unsuccessfully. I have also tried finding the Ribbon through Ribbon workbench in…
MarkB
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CRM plugin generic base class cannot have CrmEntity as parameter

I'm developing a plugin for CRM 2011. I have a generic base class for all my plugins: public abstract class Plugin_Base : IPlugin where T : Entity, new() { void IPlugin.Execute(IServiceProvider serviceProvider) { } } However…
Bitfiddler
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Async & Sync plugins on the same event

I have a sync plugin that triggers on Entity A, Update Post Operation event. I have another Async plugin that triggers on the same Entity A and on the Update Post Operation as well. These 2 plugins serve different purposes and they must be…
Nick
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MS CRM Plugin at Report execution

Is there a way to trigger plugin when someone run report? Would be great to get the name of the report executed. Thanks!
Alexei P
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How to get updated entities with Linq after ExecuteMultipleRequest

So, I'm using CRM 2011. In order to improve performance I have started using the ExecuteMultipleRequest. It works fine when creating many records at once. Great! The issue I have is that right after I have done…
Henrik Oscarsson
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How to get hidden field value in crm plugin?

I have a hidden field in crm form and setting value for hidden field on save button click using JavaScript. I am trying to select the hidden filed value in c# plugin code on postcaseCreate event, but getting Key is not found in dictionary error, Can…
user3240560
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Test Dynamics CRM 2011 OnPremise with SoapUI - 'Script is disabled' response

thanks to all for reading about this. I'm testing Dynamics CRM 2011 Endpoint with SOAP, and after configuring a test suite with SOAPUi the response from the request is coming back as web page that reads: "Script is disabled. Click Submit to…
David
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Create folder in Sharepoint from plugin in CRM Online

I have to create a folder in sharepoint using a plugin in CRM Online, I did this method but I have an error : the remote server returned an error (403) forbidden My credentials are correct and I have the rights to create a folder. I can do that…
sadzag
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OrganizationService throws authentication exception during RetrieveMultiple request

I've a Post|sync|sandbox|Update Message CRM plugin for CRM online 2015, all works fine except RetrieveMultiple call I've created IOrganizationService public static IOrganizationService GetOrganizationServiceByCurrentUser(this IServiceProvider…
GSerjo
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Can early binding Types be refreshed in Dynamics CRM 2011

I've written a service that uses early binding types in dynamics CRM 2011. Now, I've updated one of my custom entity and created a few attributes to it of different types like new_visitdate and new_visitonly. The problem is while updating the…
User089
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CRM 2011 C# Plugin: Information Message

I want to display an Information message on a CRM 2011 Form (not ERROR message). My plugin is in C#. After displaying the message, when the user clicks the OK button, I want the form to be automatically closed. Can anyone help me please with this?…
Sako Seukunian
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What Steps Are Required to Add an additional CRM Web Server To An Existing Farm

I have an on premise CRM 2011 installation. I need to add another CRM web Server (Front End Server). I know I will need to install the CRM webserver software on the new server, I'm just not sure of what configuration will be needed for CRM to take…
Daryl
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CRM 2011 - C# PLUGIN

I have a CRM 2011 plugin using C#: Synchronus, Post-Operation and Not-Sandbox. Whenever launched, the plugin works fine for the first time. But my problem is when I call the plugin the second time (with other GUID), the entity will have the first…
Sako Seukunian
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Dynamics CRM: Odata query that checks if the file attachment file name contains the unicode '#'

Scenario: I have a custom entity with attachments in Dynamics CRM 2011. I want to query those attachments with file name that contains a hash tag ('#'). Say I have attached a few text documents. kdk#ie.txt, Report.txt, & k!ke.txt to the custom…
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