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
3 answers

Microsoft CRM 2011 dynamic sitemap

Is it possible to have CRM's left hand navigation change dynamically? I am envisioning a customization where a user can 'save' a search and have it appear as a subarea link on the left hand navigation bar.
John Livermore
  • 30,235
  • 44
  • 126
  • 216
1
vote
1 answer

Is it possible to rename Status options (Active/Inactive) of a Custom Entity?

I've a custom entity, Fee. For the status reason of this entity I've already modify Inactive to Processed. Now I want to rename its inactive status option to Completed. Is it possible or any workaround to this will be handy.
Mohsin A.
  • 153
  • 2
  • 18
1
vote
1 answer

Why every time Create a new record I found ID increment by 2 not in normal way?

Why every time I Create a new record I found ID increment by 2 not in normal way ?ScreenShot
Tony Medhat
  • 47
  • 1
  • 8
1
vote
2 answers

Get-CrmConnection failing when executed from non-admin context (3.3.0.857)

I'm trying to execute Get-CrmConnection to connect to Dynamics 365 from Powershell, but the command returns the following when executed from a non-administrative Powershell context: Get-CrmConnection -ConnectionString…
Steve Platz
  • 2,215
  • 5
  • 28
  • 27
1
vote
1 answer

Button to open a window in CRM2011: Could not load type

I've created a simple ribbon button which opens a new ASPX page and passes some parameters to it. I've placed the page along with it's .DLL files in C:\Program Files\Microsoft Dynamics CRM\CRMWeb\ISV\. The ribbon button links to…
MBender
  • 5,395
  • 1
  • 42
  • 69
1
vote
1 answer

Create pop-up announcements upon login?

I want to get all of my users to see announcements. As you already know, we can't force everyone to use a dashboard that would have the announcements located in it as outlined here:…
Adam G
  • 47
  • 4
1
vote
1 answer

Dynamics crm 2011 - asynchronous plugin

I want to build a plug-in for a Dynamics CRM 2011 installation. My problem is that I don't find information related to the order in which the plug-in instances are executed. Microsoft says that the synchronous plug-ins are executed in the 'expected'…
Flavius
  • 111
  • 1
  • 12
1
vote
2 answers

Dynamics CRM 2011 Lookup Dialog Default Filter

What I am trying to do is alter a lookup dialog to default to a specific entity type on a lookup dialog. On the Connection form I check the record1id entity type and try and set the defaulttype attribute on the record2id The closest I have come to…
Dieter G
  • 930
  • 2
  • 9
  • 24
1
vote
2 answers

CRM - Query records with 'incompatible' combinations of values (SQL, SSRS)

I have a record type in my CRM environment where there are two lookups. There are certain combinations of values that aren't "valid," but no constraint in the system to prevent that entry. To illustrate, I'll use a small sample of cities and states…
Adam G
  • 47
  • 4
1
vote
1 answer

Can I clear users out of my AD without harming any entries in a Dynamics CRM?

Apologies for the basic question; we're having a spring clean of the office Active Directory and plan to remove a large number of legacy users. Saying good-bye to their email is not a problem, but we have an on-premise Dynamics CRM we occasionally…
Mocl
  • 51
  • 4
1
vote
1 answer

How to fix "The operation time out" when trying to call CRM 2011 Service by adding as web reference in .Net library project?

I have added CRM 2011 (on-premises) Deployment and Discovery Services as web Reference (instead of wcf references) in a .Net 3.0 class library project which is a part of a multi-tier solution which is in .Net 2.0 (and for the time being cant be…
Steve Johnson
  • 3,054
  • 7
  • 46
  • 71
1
vote
1 answer

How to bind HTML table using SOAP Response

I am fetching data using SOAP in C#. This is the SOAP response I am getting.
Frost_Mourne
  • 342
  • 4
  • 22
1
vote
1 answer

How to edit CRM Workflow xaml without breaking Web UI

I have a workflow that was created using the CRM workflow UI. Somehow the UI allowed me to create a workflow using a custom activity that had the SystemUserRole as an input entity. You cannot use this as an input entity because it is a many2many…
Bitfiddler
  • 3,942
  • 7
  • 36
  • 51
1
vote
1 answer

Can I create recurring jobs in Dynamics CRM 2011 online?

Is it possible to create a plug-in in the Dynamics CRM 2011 online that calls a WebService every 30 seconds, and does this all day long? In a normal application, I would create an infinite loop with a Thread.Sleep(30000) inside, but Dynamics CRM…
Flavius
  • 111
  • 1
  • 12
1
vote
1 answer

Javascript Derived Value in CRM 2011 Form Header

On form load in CRM 2011 there is basic javascript that is retrieving data from various sources (eg, Web Services) and populating form fields. Some are read only and are only meant to be for reference only to provide more information about the…
Matty Bear
  • 517
  • 1
  • 4
  • 16
1 2 3
…
99 100