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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Can not add Quote field into Quote Product form

We all know that there is 1:N relation between quote and quote product. And there is a field in quote product named quoteid, I mean Now I want to code a JavaScript in Quote Product Form that need Quote ID. I want to put quoteid field (that is a…
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CRM 2011 javascript get child entity ID's(1:N relationship)

I need to get child entity(B) ID's from parent entity(A) and use these ID's to get child field values using javascript. check image I know, how to retrieve field value, when i have lookup field(N:1) on the entity using xrmservicetoolkit, but not for…
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LinqToCRM does not cast properly

I want to change all my queries from QueryExpression to Linq. In development time, all seems to be just fine, but I always get a cast exception at runtime (can't cast Microsoft.xrm.sdk.entity to Xrm.SystemUser -> Xrm is the early bound classes…
Mathieu
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Call Dynamics 2011 from .Net Core 2.1 WebApp

I need to call some Dynamics 2011 CRM WebServices from a WebApi build on .Net Core 2.1. To use CRM SDK I need these dependencies : - Microsoft.Xrm.Sdk.2011 5.0.18 - Microsoft.Crm.Sdk.Proxy.2011 5.0.18 - Microsot.IdentityModel 6.1.7600.16394 When…
E.T.
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Install CRM 2011 and SharePoint 2010 on same machine

I am building a development machine to do some testing. Can I have CRM 2011 and SharePoint 2010 installed on the same machine? If yes is there a specific order in which they should be installed?
Shiraz Bhaiji
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Duplicate Records within CRM

we recently had a migration project that went badly wrong and we now have 1000's of duplicate records. The business has been working with them which has made the issue worse as we now have records that have the same name and address but could have…
user3454809
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Is it possible to add process for custom entities in managed solution in Dynamics crm?

I have a managed solution where I want to add a process/workflow with custom entities. I am able to add process in unmanaged solution for custom entities but have any way to do in managed solution or any alternative way to do so? Please suggest me…
user10496245
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MS CRM 2011: Auditing feature and Updates via IOrganizationService webservice

we are planning to use the auditing feature of CRM 2011 to track who has changed which infield for a couple of entities. But what happens if you update an entity via the IOrganizationService? For example let's say you have an addres entity in your…
Rocko
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Update a record in Associated view when a new record is added in Dynamics CRM Online

So here is the scenario, I have a 1:N relationship between Opportunity entity and a custom entity called Split Percentage. Usually the owner of an opportunity is the 100% owner of the Revenue from the opportunity. In reality, you may have more than…
hkhan
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The type or namespace name could not be found in Developing Dynamics CRM 2011

I had to do some reverse engineering. Anyways, I developed a plugin for Dynamics CRM 2011 based on the decompiled plugin. Refer to this link. I create a new Class Library, I solved most of error. But some errors exist,One of them is the most…
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Are workflows guaranteed to execute in a FIFO order? (CRM 2011 RU18 on-prem)

Is it safe to assume that async workflows will execute in the order they were triggered? For e.g. WF1 on custom object gets triggered. WF1 causes WF2 and WF3 to get triggered in that order i.e. they both go to the async queue. Can I safely assume…
keerz
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crm 2011 RU18 on prem with encrypted comms to sql server using TLS?

CRM 2011 RU18 on prem. On the data SQL server, my DBAs want to enable TLS1.2 or TLS 1.1 security protocol (TLS1.2 is preferable)…If TLS1.2 is enabled, TLS1.1/TLS1.0/ SSL3.0/ SSL2.0 will be disabled. If TLS1.1 is enabled, TLS1.0/ SSL3.0/ SSL2.0…
keerz
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Reference the subgrid in quote entity after revised with the same data

I Have a Subgrid in Quote entity, in which there are records of my custom entity, And also the custom entity display in left side of the form,Because the custom entity has N:1 relation with quote. Every Quote can have many of my custom entitiey …
Alireza
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Cannot access statecode or statuscode of related Entity Via JS

Hi All Experts ( I will be someday, soon ! ) Here is a question. I wanna get statecode or statuscode of related Pricelevel ( Price List entity ) within the Quote Entity.( Related one ) I have tried JS this within Quote entity( OnLoad) : var…
Alireza
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D365 JavaScript Create a new record with a lookup, optionset and money field

I am trying to create a new record by calling the SDK.REST.CreateRecord function from JavaScript. Below is the code snippet with which I am trying without any improvement - function CreateProspect(QuoteId) { SDK.REST.retrieveRecord(QuoteId,…