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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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Why is infinite loop protection being triggered on my CRM workflow?

Update I should have added from the outset - this is in Microsoft Dynamics CRM 2011 I know CRM well, but I'm at a loss to explain behaviour on my current deployment. Please read the outline of my scenario to help me understand which of my…
Greg Owens
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How to get the identity of the user who ran a report?

When executing a report in MSCRM 2011, you have two options for the data sources : either SQL or Fetch. In SSRS execution logs, the user who ran the report is always the service account. When using fetch, in the report execution log, there is a…
Dominic Goulet
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Is there any way to use C# to create a form for an entity for CRM 2011?

There seems to be web services to create entity, fields, solution, global option set and many more within CRM 2011 SDK. However I don't see any web services to create a form for an entity. Anyone know any back door or ways to create a forms outside…
il2001
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CRM Retrieve entity - Error: Unable to cast object of type 'Microsoft.Xrm.Sdk.Entity' to type 'CRMEntities.List'

I generated entities from CRM like this: CrmSvcUtil.exe /url:http:////XRMServices/2011/Organization.svc /out:.cs /username: /password: /domain: …
lazarus
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Equivalent to SQL IN clause

I've got an entity called new_trexmail with a string attribute called new_contextline. I'm trying to get a list of entities where new_contextlineis in a defined list. The following code fails with the error : NotSupportedException: Invalid 'where'…
dlarkin77
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CRM2011 - SDK 5.0.3 - Linq to CRM Entities Problem

I'm using crmsvcutil to generate early bound types. In the crm 4.0 days one was able to load related entites just by hitting the entity.ChildEntities property. //Winvs.Next.Entities.CrmDataContext dc = new Entities.CrmDataContext(new…
Chris Richner
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Add Dropdown Menu to CRM 2011 ribbon

I 'm new to crm 2011. I've found documentation on how to add a new button to the ribbon. And how to group the buttons. But i need a dropdown menu button in the ribbon. How can i do this? I didn't found any information about this. Thanks!
ThdK
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In which table MS CRM system views are stored?

I am looking for the table that holds the criteria records for MS Dynamics CRM system views or saved Advanced Find views. Every saved view (system view or custom view) has some criteria that are used to filter the results. I would like to find the…
jayt.dev
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Cannot access Xrm.Page.data from within HTML web resource in CRM 2011

I'm trying access the Xrm.Page.data object from within an HTML web resource that I have inserted onto a form in CRM 2011. However, depending on how I try to access the Xrm entity, I find that it is undefined or that Xrm.Page.data is null. The code…
severalservals
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Get OrganizationServiceProxy from CrmOrganizationServiceContext in external MVC app

I'm want to be able to set the caller ID on my XrmServiceContext : Microsoft.Xrm.Client.CrmOrganizationServiceContext Context that has been generated for crm using svcutil.exe. As far as I can tell I cant do this on an existing connection and I…
JensB
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CRM 2011 ALM solution packager Differences from organization to organization

My team and I are using the SolutionPackager tool from the CRM SDK to being able to version CRM 2011 solutions. We’ve come through many problems; for example the order in which the languages are exported depends on each organization, another problem…
Santiago
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Deleting users in CRM Dynamics 2011

I'm fully aware that deleting users (SystemUser Entity) in CRM Dynamics 2011 is not supported by Microsoft. However, we're currently developing a tool to support our User Provisioning needs. In order to be able to write integration tests for this…
Joris Van Regemortel
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CRM 2011 Update Plug-in: Which Fields Changed?

How can it be determined in a synchronous plug-in which fields changed? The plug-in is registered on update. Something like an isDirty() in JavaScript: // TODO: Implement your custom Plug-in business logic. IOrganizationService service =…
Bvrce
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How to filter w.r.t. multiple fields in oData using $filter?

What is the correct way to filter w.r.t. multiple fields when applying $filter command on more than one field/value pair from JavaScript?
Bvrce
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Agile style development with Dynamics CRM 2011

My team is in charge of a medium sized CRM system (~1000 users). Currently our CRM is built in-house on Java Servlets, and we are switching over to Microsoft Dynamics CRM 2011. We will have to do a lot of customizations to suit our business logic…
NoodleFolk
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