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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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Aggregate Count of linked entity in fetch XML won't return 0

Problem I have a Fetch XML query that has an aggregate count on a linked entity that isn't behaving as expected. Basically I'm returning a list of courses, and getting a count of how many contacts are currently registered for the course, but even…
Daryl
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Assembly must be registered in isolation error

I'm trying to load a custom workflow activity onto a crm server. I loaded the project onto the server and have been using the CRM Plug-in Registration Tool. The server is CRM2011 and thus supports .NET 4.0 activities. However, when I press the…
Scott
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How to trigger plugin in MS Dynamic CRM on N:N relationships?

I want trigger MS Dynamic CRM plugin in N:N(many to many) relationships? When user add or remove row from N:N relationship, then exposed my plugin. It's possible, and how if it's?
valch
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Can I update the owner id of a Contact using LINQ?

I'm using CRM 2011, and attempting to update the OwnerId of contact using this code: var crmContext = new CustomCrmContext(service); var contact = crmContext.Contact.FirstOrDefault(c=>c.Id == id); contact.OwnerId.Id=…
Daryl
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How to retrieve the language of the current user with javascript?

I'm looking for javascript code that will return the language selected by the current logged in crm user. Is there another method than reading the language setting from the used internet browser.
ThdK
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Plugin with references not working on CRM 2011

I have created a plugin and used a reference to another project (DLL) I have created. The problem is when I try to run the plugin, I get a CRM error saying: Could not load file or assembly 'XXX, Version=1.0.0.0, Culture=neutral,…
DorR
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How to Execute FetchXML in CRM 2011 using a CRM 2011 webservice and JavaScript?

I want to execute FetchXML queries in a CRM 2011 environment using the CRM 2011 SOAP web services and JavaScript. I have found a number of articles like this one showing how to use the 4.0 web service that is still available in the 2011 environment,…
Paul
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Select all column in QueryExpression CRM 2011

I have this QueryExpression in my code. QueryExpression query = new QueryExpression() { }; query.EntityName = "country"; query.ColumnSet = new ColumnSet("name", "2digitiso", "3digitiso"); EntityCollection retrieved =…
Romeo
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Invalid CRM 2011 LINQ Query: "Invalid 'where' condition. An entity member is invoking an invalid property or method."

I am trying to execute this query to retrieve Audit items for specific entity types public List GetAuditChangesSince(DateTime since, string entityType) { return (from a in OrgContext.CreateQuery() where …
Ryan
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Threading/Ambient Context in CRM 2011 plugins

We have recently had a few occasions where the question came up whether in Dynamics CRM 2011, one plugin execution (i.e. a pass of the Execute() method) is guaranteed to stay on the same thread. I'd like to implement tracing using the Ambient…
TeaDrivenDev
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What does the filtering attributes on the CRM 2011 plugin registration tool do?

I assumed that for an Update plugin, it specified a list of attributes, that if are changed, cause the plugin to fire. So if I register a plugin against Foo, with only one filtering attribute specified against Bar, every time a Foo entity is…
Daryl
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CRM2011 Workflow: What happens if the field which is used in the condition of the workflow is updated after the workflow has started?

Example: Lets say I have a workflow which send an email 2 days before warranty enddate. This workflow is triggered on the "Created" of a entity. step 1: wait condition - process timeout < (warrantyendate - 2) after wait: send email. So when…
Sabrish Ayyappan Balachander
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How do I correctly setup C# unit tests for CRM 2011 plugins?

Trying to debug a plugin in CRM 2011 can be extremely difficult. Not only are there issues with having the .pdb files in the correct location on the server, but each time you make a coding change you get to go through the hassle of deploying and…
Daryl
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Best Design Pattern for writing CRM 2011 Plugins

Due to complex requests provided by customers, sometimes my code get's messy. I take time to read and understand what I've written since I last worked on it but it takes time. I was wondering if anyone has implemented a good design pattern which…
Anwar
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Error within Where statement in LINQ

For some reason in my where it says that "firstname" does not exist in the Opportunity Entity. But it is set for the SystemUser Entity. Any idea why it is getting confused? Thanks! var linqQuery = (from r in…
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