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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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Skip CRM Record While Retreiving from CRM Using OrganizationServiceProxy

I am fetching record from CRM using OrganizationServiceProxy and i want to skip some records from the beginning. scenario is that for instance I have 2 Entities Called A and B. I am using RetrieveMultiple method of OrganizationServiceProxy. A has…
Imran Ahmad Shahid
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dynamics 365 crm - plugin determine when refreshed was invoked

On the retrieve multiple message, is there a way to know when the user explicitly refreshes a subgrid? My plugin needs to distinguish between a refresh and a search/filter. The problem is the query that comes through in retrieve multiple message has…
noobie
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Changing inline order status in dynamics crm

Is it possible to have a status field(say an option set - Fulfilled and Out of Stock) for each item in the order product inline editable grid? I tried adding a field "Item Status" to the Order Line entity form and editing the view but it does not…
Mani
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Unit Test Passes, Project Crashes, the Unit Test Fails

I have a silverlight project that connects to MS CRM. This project calls a workflow which does some steps, one of which is a custom step. This process throws a Timeout Exception when the service.Create(Entity) is called. I have a unit test which…
Tom Hanson
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Custom criteria for subgrid view for Dynamics CRM

everyone! I have an issue with creating custom criteria for sub-grid view for Dynamics CRM. I have 3 Entities, let's call them "Companies", "Customers", and "Surveys". This is the hierarchy: "Surveys" Entity has field "Score" that contain decimal…
ALK
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How to constantly check a value in CRM entity and perform some actions?

I am a newbie to CRM. Am trying to automate a process in CRM. But not sure how to check the value of CRM entity rows constantly and perform some post operations. For example: Consider we have a CRM entity "account" and it has a field called "expiry…
Shoby
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Azure Service Bus Topic subscribe from CRM plugin

I am successfully posting messages from a CRM plugin to an Azure Service Bus Queue. Ideally I need CRM to listen to a Topic (subscription) and perform an action on receive. I do not know if this is possible with CRM and cannot find a method of…
creatiive
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How to retrieve a binding to a queryable member?

Normally, I can query the class below like so: this._xrmServiceContext.AccountSet.FirstOrDefault(x => x.Id == someGuid); however, during compile time we don't know whether it is AccountSet, or AccountLeadSet, or 500 other queryables. I would like…
Alex Gordon
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Connecting to CRM Online through CRM 365 Plugin

I need to connect and retrieve records in CRM Online through CRM 365 plugin. I have tried simplified connection using xrm.tooling.dll but unfortunately it says Could not load file or assembly 'microsoft.xrm.tooling.connectorand when i used…
Fikri Hailal
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CRM fetchxml - AggregateQueryRecordLimit exceeded

I am accessing dynamics CRM data via fetchxml in c#. When I try to execute the following query I am getting below error. AggregateQueryRecordLimit exceeded. Cannot perform this operation.
user5966776
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Check if a record has any attachment - Dynamics CRM

I need to write a plugin where I have to check if a particular record has any file attached. When I remove any file from a record it gets soft deleted. I check Annotation table in SQL server, but is there any flag that denotes the entry is soft…
Priyojit Mondal
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Export/See Dynamics CRM dialog responses

I have a customer survey dialog associated to the case entity. Is it possible to see/export the responses recorded through dialogs in Dynamics CRM?
Mani
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Handling session timeouts in XrmServiceContext

Why does XrmServiceContext return empty set, when there is no activity for around 6 hours? public ServiceAppointment GetServiceActivity(Guid serviceActivityGuid) { return _xrmServiceContext.ServiceAppointmentSet.FirstOrDefault(x =>…
Alex Gordon
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CRM 2011 PlugIn on appointment delete not fetching required attendees

Can anyone say that how to fetch the 'requiredattendees' of appointment when appointment gets deleted. On delete of appointment I need to perform update on those attendees. I am not getting values in that party list either on PRE or POST. Even…
Anish
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Passing multiple line items with GP webservice

Below is the code I'm working with to pass multiple line items to create sales order through GP Web service. I can pass single Line Item without any problem , but when I pass multiple Items it is only taking the last one. The array has around 5 Item…
Developer
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