Stack Overflow
Stack Overflow

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

4434 questions
1
vote
1 answer

clearoption for optionset in crm business process flow

I have a business process flow In one of its steps I have added an option set(sub category) I am trying to clear the options in the optionset using the below…
Vignesh Subramanian
  • 7,161
  • 14
  • 87
  • 150
1
vote
2 answers

Updating a field through workflows, better approach?

I have been asked to create a view that includes entities that fit within a date range. So if the entity's new_date1 field is lesser than today, and its new_date2 field is greater than today, the entity should appear in the subgrid on the…
Francis Ducharme
  • 4,848
  • 6
  • 43
  • 81
1
vote
1 answer

Microsoft Dynamics CRM 2011: Report Viewer Print Scale

I've created a report with MS SQL Server Report Builder. When I export a PDF from the Report Viewer, I can set the scale to 100% in Acrobat Reader and it will print perfectly. But when I print it directly from the CRM Report Viewer, every element…
bralgs
  • 36
  • 1
  • 5
1
vote
1 answer

Layers in MS Dynamics CRM

I have solution A, and I have solution B which has components added to it from solution A which have been modified and saved into solution B. If I now create a solution C with components from solution A, will this be a fresh branch of solution A, or…
oshirowanen
  • 15,297
  • 82
  • 198
  • 350
1
vote
2 answers

How can I fetch 'distinct' data keeping row ID in the lookup view?

Assume I have an entity with the following structure: ID (it would be the GUID of the record, I'll use number in this example for easier read) Name Product (lookup to product) Price List (custom lookup to standard price list) I now need to build a…
Alex
  • 23,004
  • 4
  • 39
  • 73
1
vote
1 answer

Cannot update lead record in CRM?

My code does not seem to be updating the Lead entity. I have created a new Lead(); as you can see in the code and there is no update when I save the record. Is there something I am doing wrong? This way of updating is just as sufficient as updating…
John Raesly
  • 308
  • 4
  • 11
1
vote
0 answers

Automatically "test and enable" CRM Mailbox

We have some mailboxes that get disabled at irregular times, all it needs is someone to click the "test and enable mailbox" button and it springs back into life. We have a check in place which tells us when and which mailbox goes down, but is there…
Adam Bristow
  • 330
  • 2
  • 14
1
vote
1 answer

Contact prfile in CRM opens from SSRS report viewer but not when report runs from within CRM

I am facing strange issue here, need your help to get rid of this! I made a report in SSRS with several parameters to get the report results. Report is working fine. So when I get report result I added expression for "Client Name" field via, text…
user2040021
  • 309
  • 3
  • 15
1
vote
0 answers

How to create tasks in Microsoft Dynamics CRM using quick campaign

I have a specific case in which I need to create tasks for a group of selected/filtered accounts. Firstly I thought that I could use quick campaigns. But quick campaigns allows users to create phone calls, appointments, letters, emails,... but not…
Andrius Darulis
  • 386
  • 2
  • 12
1
vote
1 answer

Use extended REST functions like contains in Dynamics CRM

As I noticed, fetching data in Dynamics CRM with REST is a lot faster then with SOAP especially for big data. Since I'm new to this topic (REST) I want to ask if it's necessary to include any additional library to use functions in my query for…
Patrik
  • 1,119
  • 5
  • 18
  • 37
1
vote
2 answers

Microsoft Dynamics CRM 2016, Business Unit ID Error

I am trying to query Business Unit ID from equipment, but i am getting an error QueryExpression qe = new QueryExpression(); qe.EntityName = "equipment"; qe.ColumnSet = new ColumnSet(); qe.ColumnSet.AddColumns("equipmentid", "name",…
Rahul J
  • 103
  • 1
  • 11
1
vote
0 answers

TargetServerUrl where to deploy a ssrs report in Dynamics crm online?

I created a ssrs report with visual studio for dynamics CRM and when I wanted to deploy it in my online crm, Even I give the URL of my CRM in the TargetServerUrl, the password and username, it asks me always to give the password. Is there a special…
toto1999
  • 203
  • 1
  • 11
1
vote
1 answer

Create a plugin to decrypt custom field of Case Entity while Retrieve in MS Dynamics CRM Online

I have a requirement that to Encrypt the custom Field and Decrypt Automatically while viewing the case in MS Dynamics CRM online Portal. I created two Plugins one is for Encrypt at PreCaseCreate and the other is to Decrypt at PostCaseRetrieve.The…
Mohan Jana
  • 11
  • 3
1
vote
1 answer

How can I remove all unmanaged customizations from dynamics CRM?

I used unmanaged solution to do customisations in dynamics CRM and I need to start all from sratch wich means return to the default soltion. As you know, even if we delete unmanaged solution, customisations remain. So is there any way to return to…
toto1999
  • 203
  • 1
  • 11
1
vote
1 answer

How can I get the entitytype (Phone call, fax, ...) from the returned activitypointer value?

This issue relates to crm 2011. I created a command in the ribbon that calls a javascript function passing the crmParameter SelectedEntityTypeName. Everything works as expected until I trigger it with a selected Activity from the Activities page. It…
Javi
  • 21
  • 6
1 2 3
…
99 100