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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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Cannot change created custom Status Reason via JavaScript

I have changed salesorder entity and create a new status reason in Submitted. I have added a status reason named PreTransport in submitted state, with value 100000004. I can go from Active state(pending status reason) to Submitted state(In-Progress…
Alireza
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CRM 2011 call Ajax gives Bad Request Error

We have CRM on-premise installed on Local Network. I wanna change state and statusreason of salesorder ( Order entity ). I saw this link. And I call the function in this way ( change status to Canceled and statusreason to No Money: var recordGuid =…
Alireza
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Dynamics Importing Option Set Values that were Deleted

I added two values in an option set field on the production system (on premise Dynamics solution). I realized the right way would be to first introduce the two values into the option set on Dev, then export the solution as managed, and import it…
Angel Cloudwalker
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Get Element Of HTML web resource and call onClick method

I have created a custom web resource (HTML File), that has a text area and a submit button. I call this web resource in this way : Xrm.Utility.openWebResource("new_simple_modal", null,320, 320); The name of the HTML File is new_simple_modal. When…
Alireza
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Create a new account while sync outlook contacts to D365

I want to create a new account record while syncing outlook contacts to D365. Example: In outlook, I have a contact with following details. ( Name: Cathon Cook, Account: Alphen House, Mail:cook@gmail.com) When I go and import this contact to D365…
NaveenGNK
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Copy Data from one entity subgrid to another entity subgrid

We have a Dynamics CRM 2011 of Microsoft. In my Opportunity entity, I enter another entity data named special services. Every Opportunity can have multiple special services, so Opportunity has 1:N relation with special services (opportunity as…
Alireza
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Microsoft Dynamics CRM 2011 - update entites

In one of our projects we have integrated Microsoft Dynamics 2011 using its SDK. However, when querying Accounts, not all the fields get included. The missing fields are not included in the local CrmEntities.cs, which apparently has been generated…
John Travander
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How to make an option set field read-only on Save in MS Dynamics CRM 2011, so that for the next time it will be a read-only field

I am using below script to make my field read-only on CRM form while saving it. My requirement is for the first time it should be editable for user and once user select value and save the form its should be read-only for the next time. but with…
user3568701
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Mail Sending to multiple users in Dynamics CRM + Plugin

I'm writing plugin C#, to send an email to the users who are under SystemCustomizer role notifying that Contact is creating or Updating. How to send an email to multiple users (Bulkmailing/ forEach loop for creating mail request to every user)?
NaveenGNK
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Generic Approval Matrix for MS Dynamics CRM

Is there any way to create a generic approval matrix in MS Dynamics CRM, which allow user or team to approve a request up to N level and will auto assign approval request to Next Level user or team?
Vatsal Pathak
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derived query in crm plugin

Is there a way I can write a derived query in for a CRM Plugin? Newbie on CRM dev here. Query looks like this: SELECT * FROM table1 WHERE table1.ID1 = XXXX AND table1.ID2 NOT IN ( SELECT table2.ID1 FROM table2 WHERE table2.ID2 =…
the.herbert
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SendBulkMailRequest Class

I'm writing custom workflow in Dynamics CRM. Has anybody used SendBulkMailRequest Class? This class we used for sending bulk mail to the contacts and the scenario is like, sending a bulk mail and later update the field in other entity for every…
NaveenGNK
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CRM 2016 - Ribbon Workbench - Error when Publish Solution: The User ID is Invalid

I am having this error when using RibbonWorkbench (latest version). When I click Publish, the progress dialog show this step: "Importing solution", then after few minutes, it throws this error: Error when publishing Solution…
David Nguyen
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Show url image in web resource

I have a form, and I've added a new image web resource and the Photo URL textbox. I've tried searching but, I can't seem to figure out how to write javascript to get the image from the Photo URL textbox and display the image in the web…
oshirowanen
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Dynamics CRM 2011 - WCF error

I am trying to get to grips with MS Dynamics CRM 2011. I have have the beta installed on a VM and things look pretty good - some great new features etc. However I am getting an exception when trying to connect to the new XRMServices (updated 2011…
bigtv
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