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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).

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Succeeding versions

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c# crm dynamics. how to dynamically pass datatype field of T on GetAttributeValue(fieldname)

What is the good practice on passing values(datatype and fieldname) on entity.GetAttributeValue(fieldname). Currently I see something like : entity.GetAttributeValue(address). Is there any better way of doing this without specifically…
Ronald Jose
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How to update data in activitypointer

How do I programatically update the subject in an activepointerbase? I'm getting a message that Create/Update method not allowed in Activity Pointer CRM 2011 I am getting an activitypointer record, and attempting to update it: var activityPointer =…
Alex Gordon
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upgrading SQL server 2012 SE to 2016 EE for dynamics CRM

We do have CRM 2015 on-prem and CRM Nav, their database is in SQL Server 2012 SE. Can we upgrade just SQL Server from 2012 SE to 2016 EE without upgrading the CRM version? We would like to do this get benefits of EE for Data warehousing and…
user2040021
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Get first two characters of text field

I have a text field X where User can write a long or a short string. In an other text field Y, I need to get the first two caracters of that field X. I don't want to do this with JS since it will not be executed if a record is created with import.…
toto1999
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Can we export the Entity Data in CRM Solution along with Entities (CRM 5.0)

I am moving my CRM Solution from Local and importing that in Development Environment. Wondering if there is any way to export the Data along with the Entities? Appreciate your Responses. Thanks
Rita
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Two lookups to the same entity pre-filled in creation mode

I have a customised Entity X and I have two lookups to account, and when I want to create a record of entity X from account, I find myself with a form with the two lookups of account prefiled by the name of the account I started from. I need to make…
toto1999
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MS CRM: Show related record in subgrid based on records present in another subgrid (Relationship with three entity)

I am new to MS CRM. I have below requirement: I have Entity A B and C in MS CRM 2016. "Entity A" can have multiple "Entity B" records which are currently being displayed on "Entity A" form using 1 to N relationship. "Entity C" can have multiple…
Ravi
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How to create relationships between custom entities

I am new to CRM dynamics 365. I have a task to create something for a retail store client. Now retail stores can be multiple and so can customers be multiple. For customers shall I use out of box entity 'Account'? Since the store is a custom…
mohd tahir
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Finding Microsoft.Crm assembly

I'm currently on a Microsoft Dynamics 2011 project, and I'm unable to find the reference to the "Microsoft.Crm", "Microsoft.Crm.Application" and "Microsoft.Crm.Dialogs" namespaces. I searched on nuget.org without success. Cheers
Dremor
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OrganizationService.Retrieve vs. XrmServiceContext.AccountSet

I am experimenting with retrieving an ActivityPointer 2 ways: First way public Entity GetEntity(NonNullable entityTypeName, Guid entityId) { return _organizationService.Retrieve( entityTypeName, entityId, …
Alex Gordon
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Open new tab in Unified Service Desk from Standard Web Application

I have a Standard Web Application hosted control in USD. In that web app, I have javascript that is doing a window.open("http://event/?eventname=[MyEventName]"). The event has an action to navigate, but it is only navigating in the current tab; it…
user2109468
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C# crm linQ LinkEntities

I need to query from a CRM entity some values where a linked entity contains a string inside its name. I try to explain: I have new_supplycontract table. This table, has an EntityReference named new_pod The new_pod entity, has two fields:…
Pier Giorgio Misley
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Microsoft Dynamics CRM “Forms for related record types” functionality is stopped working

My question is about SSRS report for CRM 2011 On premises version. As everyone knows Microsoft Dynamics CRM provide us Out Of Box reports. In these reports, there is one report named as "Invoice". This report contains a Sub report named as…
Munavvar Husein Shaikh
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CRM Fetchxml returns with missing attributes for blank rows

I am using fetchxml query to get results from CRM dynamics however if my fetchxml is having 6 attributes and query this I get less than 6 attributes, reason for this, if the row is having blank/null value then it does not return attribute name, I…
harshu288
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CRM : Linked Entities collection is empty

I have the following query to get account with related entity = primary contact. Executing this query I successfully get accounts, but related entity collection is empty. var _service = _getService(); var q = new QueryExpression("account"); …
Raman Sinclair
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