Stack Overflow
Stack Overflow

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

4434 questions
1
vote
2 answers

CRM 2011: Any way to make a web resource script file globally available?

In working with Microsoft CRM 2011, we have a solution that contains multiple web resources, most of them JavaScript files. Some of these I'd like to make globally available (jQuery core library among them), rather than having to reference them on…
CBono
  • 3,803
  • 1
  • 32
  • 40
1
vote
1 answer

Awkward email flow for help desk / customer service in CRM 2011

I am implementing an helpdesk for a client of mine in CRM2011. However, I have some questions regarding the standard OOB email to queue flow, it seems to be off a bit, and i would like you to see if i miss something, before i start hammering away…
user329251
  • 11
  • 2
1
vote
2 answers

Opening a Silverlight dialog from the ribbon in Crm 2011

Has anybody been able to open a Silverlight dialog by clicking on a button from the ribbon in Dynamics CRM 2011 (On-Premise) ? I understand that you can only call a javascript, html or outlook from the ribbon but haven't been able to launch even the…
user781961
  • 21
  • 1
  • 7
1
vote
2 answers

Create records for mapped entities when parent form is saved

I have a custom parent entity named Artist which has a child entity named Album that I need to map to it. It would be an (Artist)1:M(Album) relationship in that instance. Currently, on the artist form I have created a quick create form for adding…
Master Yoda
  • 4,334
  • 10
  • 43
  • 77
1
vote
1 answer

CRM 2011 - How to install different solutions (features) for a client of our company

We offer multiple packages with features for our clients with Microsoft Dynamics CRM. Is there a way where we can publish our sollutions with our modifications for certain entities without overwriting the form layout that already existed. How…
ThdK
  • 9,916
  • 23
  • 74
  • 101
1
vote
1 answer

Where I can Find The CrmJobEditor Source Code?

Does anyone know where I can find the source code of the CrmJobEditor. It is not available in CodePlex anymore at this link: https://archive.codeplex.com/?p=crmjobeditor Only some xaml files are there.
Nick
  • 780
  • 2
  • 13
  • 33
1
vote
2 answers

LINQ CRM 2011 Update - Create

I notice the the CRM moderator David Jennaway on the technet forum states that you can't use LINQ to update/Create records in CRM 2011 see here http://social.microsoft.com/Forums/en-IE/crmdevelopment/thread/682a7be2-1c07-497e-8f58-cea55c298062 But I…
GoBeavs
  • 499
  • 2
  • 10
  • 25
1
vote
2 answers

SSRS report upload to on premise CRM 2016 from Visual studio 2017 is not working?

I use Reporting Services in visual studio 2017 for CRM 2016, My initial plan was to export a Fetch XML file of CRM query > import to visual studio (create data source and dataset) > create report. Once done with report then add report to CRM. > Add…
Ghamai
  • 11
  • 4
1
vote
1 answer

Version Control for Visual Studio projects and MS Dynamics CRM (javascript)

I'm looking for Version Control that warns a use when opening a file if that file is being modified by another user. Is this possible? We also use Microsoft Dynamics CRM 2011 and are looking to use some kind of version control for the javascript…
ThdK
  • 9,916
  • 23
  • 74
  • 101
1
vote
2 answers

What is the MinValue of DateTime in CRM2011?

CRM 4.0 has the type CRMDateTime with a MinValue= 1.1.1900, whereas CRM2011 suppports native types for DateTime. We need to set dates older than 1.1.1900 and I wonder if this is possible with CRM2011. What is the DateTime.MinValue in CRM2011?
Frode Stenstrøm
  • 1,048
  • 7
  • 24
1
vote
1 answer

Render text as HTML in email template Dynamics CRM

I need to send an email using a workflow, either using a template or using the workflow step>>Send Email: Create New Message. The email must include a data field (Multiple Lines of Text) {!customEntity:Question;} which contains HTML tags. For…
Gaby Marquez
  • 53
  • 1
  • 7
1
vote
1 answer

How do I update state (open,complete) in a silverlight/odata project for Dynamics CRM 2011

I have a silverlight app hosted in CRM 2011 online. I have functionality where I am updating a phone call and display two fields in a small form. I have the requirement to mark as complete but I seem to be failing here. I…
Jonathan Kaufman
  • 314
  • 2
  • 15
1
vote
2 answers

Microsoft CRM 2011 IFD vs Windows Auth

Can someone explain to me why one would use IFD (Internet Facing Deployment) to access Microsoft CRM vs. just using Windows Authentication? They seem equivalent to me in their features. Not sure of the benefits of IFD over Windows auth…
John Livermore
  • 30,235
  • 44
  • 126
  • 216
1
vote
1 answer

CRM 2011 - How can I send a direct email using template from the contact or lead form?

I'm still new to the CRM world. I know how i can send direct emails to contacts from the contact overview list. But is it possible to do this from u custom button on the contact form? And if so, can i make sure that a specific template is selected…
ThdK
  • 9,916
  • 23
  • 74
  • 101
1
vote
1 answer

CRM 2011 jQuery from external site - permissions?

So I came across this post about accessing CRM data from an external application. How do we handle permissions? In my case, an external web site will be pushing & pulling data from CRM 2011 in the cloud. How will permissions be handled? How do I set…
Tim Gabrhel
  • 446
  • 6
  • 24
1 2 3
…
99 100