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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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Selecting products' description translations for invoice report

I have translated my product catalog by exporting and importing field translations and I was thinking that in my custom SSRS invoice report, I could explicitly select the strings I want depending on a value of a certain field on the account that's…
Francis Ducharme
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Resultset returns blank rows Microsoft Dynamics CRM 2011

I am very new to Microsoft Dynamics CRM 2011. I am currently maintaining the CRM system which was developed by someone else. There are custom entities in the CRM. There is one resultset PendingSet which returns rows if I try to execute through OData…
S.KC
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Attribute value gets cleared after being set by custom script

I'm getting this weird behaviour when updating an attribute after another one has been changed. The value in new_manual_invoice_number is somehow cleared: function handleInvoiceNumber(context) { if…
Francis Ducharme
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Specified Cast is invalid from SQL row to a GUID

I have tried everything online and tried converting it to a string then Guid but I keep getting this error. if ((DateTime)objRow["ExamDate"] > dDateGranted) { dDateGranted =…
John Raesly
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Creating a lookup table from scratch

I have a crm dynamics form and I want to add a new lookup box to it. I understand how to add existing lookups, but how do I create a brand new lookup where the table or data do not exist yet? This is trivial in sql, but I can't seem to figure out…
oshirowanen
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Using Parallel.ForEach for insert and update CRM data

I need to update CRM data from external table. All working fine but its very slow. This is my code: static void Main(string[] args) { var dbClient = new CollectionEntities(); //Get database Entities using(var xrm = new XrmServiceContext("Xrm"); //…
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"RegisterPlugin" task was not found in CRM 2011

i am trying to deploy the crm project, I am getting following error. 'Error 105 The "RegisterPlugin" task was not found. Check the following: 1.) The name of the task in the project file is the same as the name of the task class. 2.) The task class…
jks
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Dynamics 2011 (IFD) CRM SOAP Update not working

I am using PHP to connect to a Dynamics 2011 IFD and successfully authenticating and retrieving contacts to my web application. I am however struggling to update a contact. My SOAP request (below) is returning 'Bad Request' and unfortunately I do…
steve
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CRM Dynamics 2013 How to pass current logged as the record owner

I have a scenario in CRM where I created an MVC application that uploads a excel file, does some validation on the file, once the records are validated,it creates the new records in CRM, I need to know how can I handles the current logged in user in…
Papi
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Change the colour of text field in dynamics crm 2016

I am looking to write a javascript to change the color of any text field in CRM Here is my javascript: function ChangeBackgroundColor() { var revenue = window.parent.Xrm.Page.getAttribute("revenue").getValue(); if(revenue < 10000) { …
Rahul J
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Regarding ProductList View URL

In customization Page Once the user edits or adds products and hits save, the tab would close and they would be on the product list view of the order.In short How to get Url of product list view of the order and set into button control in another…
Vaishali Patel
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Retrieving events from Dynamic CRM 2011

I want to retrieve the events from dynamic CRM 2011 with begin/end date. I want to build WCF using C# to consume the CRM OData to return all events. I'm doing this because I want to get the events in one of the ios applications we are developing…
mohamed khairy
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Not able to create record using a newly created profile in CRM 2016

I created a user testaccount1 in the active directory, and then created a new user profile in the CRM 2016 and added the account to a security group I was able to create records that I have given access for that account I repeated the same steps and…
Vignesh Subramanian
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role based security in CRM 2016

I created a new role called medical administrators My motive is to allow the user role to create/edit/delete the medical records I went to the custom entities tab and selected "Create, Read, write, Delete, append, append to" against the custom…
Vignesh Subramanian
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Image as Signature in CRM Email

I came to a scenario where I need to send emails on create of lead but the signature of the user contains Image and that image should reflect in MSCRM email. That image should located after 'Thanks' and above 'User's job title' in email body for CRM…
Anish
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