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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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Create ERD Of MS CRM Database

Is there any way to auto create ERD of any existing CRM applicaton. I have MS CRM 11 On Premise and want to take a short look on entities and their relationship diagram. Do we need to create it manually by digging one by one entity and their…
Anish
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Adding section icons and changing background color in dynamics CRM

I need to give an icon to each section in my entities. For example, I need to give an icon to General information, another one for interactions section. Is there an idea about how could I do that? and how can I make a background color for each…
toto1999
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Default view in look up record in Set Regarding in Outlook CRM 2015

I am trying to default Look in to 'ALLorders ' view when 'orders' is selected in Look for. This is located in the pop up when “set regarding” is hit in OUTLOOK and choose Order in the drop down on the email to attach the order. Is it possible to…
Shruthi Rajoli
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Use company name(Account) and not Contact as Lead

An Lead in Dynamics CRM is always a person(Contact). Is it possible to change it such that a Lead points to an organization(Account)? In the business scenario that I am working on, the lead is supposed to be a company and not a person. The rest of…
Mani
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Entity cutomization Publish details in MSCRM 2011

Is there any way to get the published history of entity in MSCRM 2011. Tab property of a form was changed and we need to track when changes was done and published and by whom. Solution will work in either way; by doing MSCRM SQL query or from CRM…
Alok kumar jha
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Change the reply email address to the queue's email address in dynamic crm 2011

What i want to do is when we click on Reply button , the From address field will be populate with the email-id (default team's default queue's email-id). Current scenario is populated with logged in user. I used the following js code onLoad, but I…
user3495554
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multiple joins in fetchxml involving more than 2 entities

I have three entities Case - new_welfarecases Goal - new_casegoal Activity - new_welfarecaseactivity Now each Case will have multiple Goals and each Goal will have multiple Activities(N:1) In the goal entity, new_caseid is the lookup field for…
Vignesh Subramanian
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removing the empty space occupied by hidden field in CRM form

I am having two subgrids one below the other I have a tab designed using a html webresource, on click of the tabs I will show/hide the subgrids accordingly When I hide the bottom subgrid, I don't get any problem, but when I hide the top subgrid, it…
Vignesh Subramanian
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Modify the Status of CRM case using OData web service

Using "XRMServices/2011/OrganizationData.svc" oData end point in a C# client is it possible to modify the Status of a CRM case (Incident in schema terms)? The following code works fine using the Organisation service var setStateRequest…
Michael Prewecki
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allowing sub grid with multiple entries in CRM

I want to create a sub grid that allows users to enter new entity. It should have fields where user can click and enter data Is it possible to have one in CRM
Vignesh Subramanian
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Infrequently getting errors for Sandbox service

Occasionally affecting some long time process and making users frustrated. Googled and found nothing, one would expect 6616 or EventCode=20257 points to something but I could not find anything. My guess is that under heavy load fails? I wonder if I…
user3434916
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How to change the navigation in dynamics CRM

I tried creating a solution and I clicked on "Add existing item" and selected the "Sitemap". But when I click on the sitemap to edit it nothing happens. How can I customize the top level tile navigation in CRM ?
Vignesh Subramanian
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Creating dynamic fields in CRM

I want to create a Entity which can hold fields which will be dynamic Let's say I have a Entity named Party and another entity named People, each party can hold N number of people names How should I create such record? Is there any other way other…
Vignesh Subramanian
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CRM 2011 Whats the difference between using 'Customize the System' and 'Solutions'?

I make all of my dev changes through an unmanaged solution in our dev system and then import them into our live system as a managed solution. The issue I have with this is that when I deactivate views in our dev system these changes are not…
MarkB
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Threading does not work when deploying to another server

I have created a web page where users can upload a file which contains data that are inserted into the Lead table in Microsoft Dynamics CRM 2011. The weird thing now is that when I deploy to our test environment the application runs fine seemingly…
Toby Fieldgroove
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