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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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CRM Nav 2015 very slow, query Execution time out of limit

We have CRM NAV on premise. We have lot of performance issue. We do get 40-50 messages per day regarding waring for query Execution times in application log. The warning message that we get in application log which is like Warning 1: Query execution…
user2040021
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Safest way to apply changes recommended by sql query on CRM Dynamics

I am new to CRM, trying to help our CRM team to make our CRM application faster. We have on-premises 2015 version. I ran the stats query on CRM DB, there are more than 1000 indexes having more 30% avg_fragmentation. what is safest way to resolve…
user2040021
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CRM 2011 OnPrem: Why are email template cut/copy/paste icons grayed out?

When I create a new email template (type makes no diff), the 3 mini ribbon icons for cut/copy/paste of the template body are grayed out. Searched the web, nada. Just wondering if anyone knows what their status depends on? I am a sysadmin so no prob…
keerz
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Uploading document body to SharePoint from CRM Notes C#

I am able to upload the document but when I'm viewing/downloading it, there seems to be an error. It says it ran into a problem opening this PDF. Ran into a problem I have the following code using (var stream = new System.IO.MemoryStream()) { …
Judah Endymion
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Hide non working hours in datetime fields in CRM 2011

Is there any way to filter the date time control to show only the working hours when creating a new task, phone call, email, appointment, etc. I have configured the working hours for a user 1, and the calendar now shows the correct working hours.…
Atilio Martinez
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XRM context in HTML webreource in MSCRM 2016

I am facing a problem when HTML web resource which gets popped up on clicking of some ribbon button. It does not have the Xrm context as it is unable to load the file clientglobalcontext.js.aspx Here is what I have included in source of HTML: …
Anish
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Include hyperlinks in description of phone call entity

My code generates a phone call activity in each customer lead, then records the SMS conversation between that customer and the company. The description may contain an URL to an image that the customer finds relevant. I can put the URL as text in the…
Anamika Rani
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Create post entity to crm

I am getting unexpected error while trying to create post in Dynamics CRM. Below is the code: Entity objEntity = new Entity("post"); objEntity["regardingobjectid"] = IncidentID; objEntity["text"] = URLs; objEntity["source"] = new…
Mayank Mehta
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How to audit Read Operations

MSDN says: Audit of read operations is an Unsupported Feature. Does it means that I can't audit read operations at all, or that I just can't do it with standart CRM tools and need to create a custom solution (plugin i.e.) for this case?
Raman Sinclair
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Import data from dynamics CRM using REST API

I am working on CRM Application to manage clients leads and tracking data's which is written in ruby on rails. Now clients are asking me to pull existing leads from Microsoft Dynamics CRM which is already saved in their account. But some of my…
Jenorish
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Where should I create a new entity field Dynamics CRM 2016?

I'm working on Dynamics CRM online 2016, the requirement is to create a new entity field inside all the entities that we have in a third party vendor solution (unmanaged). I'm wondering what is the way to solve this requirement. Because that…
Gaby Marquez
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C# Dynamics For each giving me an error when multiple products

I'm trying to get a field to update with each line item on the invoice (without over writing what is already there), using a Query Expression to get the data that needs to be used to update the field. So far I've been able to get this to work just…
Daniel
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Dynamics CRM how to bring the current Id of a entity record

I'm new in the community, I'm strugging with a plugin of a form, where I need to get all the values of that form, in order to achive this I created a preOperation Update Plugin. My plugin works perfectly only if I modify the fields inside that…
Gaby Marquez
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Store documents in CRM which should be accessible for all users

I saved some document templates in Notes of a case. I need to get the download url of the document, which I will use in someother plugin which requires that. Now the problem is, I uploaded a document to notes section, I got its download url by…
Vignesh Subramanian
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CRM 2011 register Report on Team entity

I made two Reports that should be registered on the Team Entity in MS CRM 2011. Now when I create the Report inside MS CRM i can not choose the team entity. Report Form But as far as I know you should be able to register it on Team, because in the…
flaviolazzarini
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