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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).

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Multiple conditions for a FilterExpression

I am using Condition expression but I'm unable to add more than one condition to a FilterExpression. Can any one help? I have posted my source code here. ConditionExpression with Filters: // Filter1 FilterExpression filter1 = new…
Kittu
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How do you do indexing on Crm 2011?

We are using Crm 2011 as our persistence layer and we noticed terrible performance. We looked and lo and behold there are indexing, but the indexing is a composite of all the columns in the entity (well almost). Which makes it practically useless…
Alwyn
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CRM 2011 "$ is undefined"

I have created following code, and I have included this as web resource on the CRM 2011 form to be called on field onchange event of lookup field. Everything is working fine before the $.ajax({... line and then I have an error “$ is undefined”. I am…
MAXA
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Dynamics Crm: Get metadata for statuscode/statecode mapping

In Dynamics CRM 2011, on the Incident entity, the "Status Reason" optionset (aka statuscode) is related to the "Status" optionset (aka statecode) e.g. see this screenshot When I use the API to retrieve the Status Reason optionset, like so: …
codeulike
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Convert EntityReference to Entity

Does anyone know how can Convert EntityReference to Entity. protected override void Execute(CodeActivityContext executionContext) { [Input("Email")] [ReferenceTarget("email")] public InArgument EMail { get; set; } Entity…
hello B
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CrmSvcUtil is only creating OrganizationServiceContext derivants (should be CrmOrganizationServiceContext)

I'm using CrmSvUtil this way: crmsvcutil.exe /url:http://crm2011/MyTestOrg/XRMServices/2011/Organization.svc /out:GeneratedCode.cs /namespace:Xrm /serviceContextName:XrmDataContext And the output contains thousands of business objects and this…
springy76
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LINQ to Dynamics CRM Query filtering records locally

I have written a Linq to CRM query using CRM 2011 RC (v5) LINQ-to-CRM provider. I have a locally declared List which I want to join to a CRM entity and I want the query to be executed on the CRM Server. An example might help: MyObject myObject =…
Iftekhar
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How do I correctly filter my DataSet by GUID using OData?

How do I correctly filter my DataSet by GUID? I'm exposing an OData endpoint, and trying to navigate to the URL: http://localhost:5001/mystuf/api/v2/AccountSet?$filter=AccountId%20eq%20guid%2703a0a47b-e3a2-e311-9402-00155d104c22%27 When my OData…
Alex Gordon
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Total Row Count for Grouped Values in SSRS 2008

I have a report that displays names of all accounts and activities performed under each of them. AccountName: ABC Corp Activity: Installation I want to group the AccountName and get the total number of Activities performed for each account. ABC…
user2287143
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How can I make CRMSvcUtil.exe generate unduplicated, error-free early-bound option sets?

I use Erik Pool's implementation of ICodeWriterFilterService and Manny Grewal's GenerateOption function as a model to filter out unwanted entities in the file that CRMSvcUtil generates. While Erik recommends returning true for the GenerateOptionSet…
Peter Majeed
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How to update a CRM 2011 Entity using LINQ in a Plugin?

We are able to create new entities without any issues, but updating an existing entity in a plugin this does not appear to be working. This is for CRM 2011. var crmContext = new CustomCrmContext(service); var contact =…
Chad
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CRM 2011 to CRM 2016 Migration

I am planning to upgrade my CRM (On premises) 2011 to CRM 2016 (On premises). And now I am looking for the best way to migrate the data. By the way, there're a lot of custom data (entities, fields, WFs). Microsoft recommends a step-by-step upgrade…
Raman Sinclair
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Call SQL Server Reporting Services from MS CRM workflow activity

My task is to generate printable report within MS CRM 2011 interface. Is there any recommended way to access SQL Server Reporting Service within CRM hosted code? I don't want to connect directly, since it requires passing correct credentials to…
shytikov
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What are the (dis)advantages of early bound?

I'm researching the pros and cons of early and late binding in CRM. I've got a good idea on the subject but there are some points I'm unclear about. Some say that early biding is the fastest, other that lates is. Is there any significant…
user1672517
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Retrieve related entities of each, using RetrieveMultipleRequest

I'm trying to retrieve a list of entities from CRM, but I'd like to get each one with the related entities. So far, I've the following code: FilterExpression filterExpression = new FilterExpression(); ConditionExpression condition = new…
Milton
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