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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Why are the properties of my partial class empty after I've run my LINQ query?

I'm pulling a list of Project entities from Dynamics CRM 2011 via the SDK like so: var projects = (from project in Context.ProjectSet where project.ModifiedOn > DateTime.Now.AddHours(-1) select new Project …
Equalsk
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CRM 2011 Maximum depth reached

I have a transaction in CRM and it is reaching its maximum depth (8), it is a very complex chain of plug-ins and the business requires this operation in this way. Is it a good option to change the maximum depth from (8) to (16) because our business…
Sxntk
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CRM Auto Populate Field From Option Set

I have an Incident entity in CRM 2016 that has an ownerID which relates to a User entity. On that User entity, I have a Location field, which is based on a global option set. On my Incident form, how would I be able to automatically populate a…
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Upload document to Microsoft Dynamics CRM integrated with Sharepoint

I need to be able to upload a document created totally outside Sharepoint and CRM into the CRM document management system on the associated Sharepoint site. By the way it is Microsoft Dynamics CRM online. I have searched high and low, asked…
gareth99
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Dynamics CRM - Identifying whether a Contact has been merged in a PreContactUpdate plugin

I've got a plugin that fires when a contact gets updated. This also gets fired when two contacts get merged. What's the easiest way to identify whether contacts have been merged within the PreContactUpdate plugin? code: protected void…
Bhav
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Difference between Managed and UnManaged Solution in CRM 5.0 (2011)?

I am wondering what is the Difference between Managed Solution and UnManaged Solution in CRM 5.0 (2011)?
Rita
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CRM 2011: Retrive multiple from QueryExpression have data on Entity return but GetAttributeValue always blank

I'm using Query Expression to retrieve related records through N:N relationship between 2 entities (User and Engagement) But when I proceed with return data from query. the method entity.Attributes["systemuserid"] always return blank although it has…
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CRM : Modal Dialog : Mscrm is not defined

I have created a custom Modal Dialog Form for Contact Entity. The error occurs when I try to call Mscrm.Utilities... functions. Console (Chrome) says: Uncaught ReferenceError: Mscrm is not defined(…) I understand that I need to someway import or…
Raman Sinclair
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CRM Modal Dialog Localization namespace

In one Modal Dialog form (dlg_closeopp.aspx) there's code as such: <%@ Register TagPrefix="loc" Namespace="Microsoft.Crm.Application.Controls.Localization" Assembly="Microsoft.Crm.Application.Components.Application" %>
Raman Sinclair
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Dynamics CRM 2011 distinguish records manually created from imported records

As a CRM sys admin I was requested by my boss to report him of new accounts created in the past 12 months. BUT this request is specifically for accounts created manually one by one (via the crm GUI), NOT imported in bulk! So, my query is how can I…
Avsrot
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CRM 2011 Import Wizard changing date format?

I have been trying to import contacts from a .csv file into CRM 2011. All seems well until I look at the failures and see any contacts I am trying to import with a date of birth are failing. I have checked both my settings and the system settings…
MarkB
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Plug-In that Converted Note entity pre-existing attachment XML file into new .MMP file

strong text [Plugin error at Note entity][1] [1]: https://i.stack.imgur.com/hRIi9.png Hi,Anyone resolved my issue i got a Plug-in error which i worked at Update of "Note" entity.Basically i want a Plugin which converted pre-exiting Note…
Santosh Rawat
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How do I return only one contact per organization?

I have to return only the primary contact within an account of a person that is a member, but my query is returning all all members within the organization. I have tried reordering it and using stuff like Single() but with no luck. I need a way to…
John Raesly
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Request not supported: RemoveMember/AddMember/SetStateDynamicEntity

I was analyzing the trace logs from production server for my MS CRM 2011 deployment with UR18 and observed that there are multiple entries for the below exceptions - Message: Request not supported: RemoveMember, ErrorCode: -2147220715 Message:…
AshishR
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change text in label of CRM chart

I have a chart in CRM It is for a field called isQualified with Yes and No as possible values Now in the chart I want to change the lable of Yes, No to Qualified and Not Qualified How can this be done?