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).

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Succeeding versions

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Unable to import Dynamics CRM 2013 Custom Code Validation Tool solution

We're working on upgrading CRM 2011 to CRM 2013 and I'm trying to upload the Microsoft Dynamics CRM 2013 Custom Code Validation Tool and the exact solution file name is CustomCodeValidationToolForMicrosoftDynamicsCRM201_2_0_0_1_managed.zip It was…
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Unable to get property '0' of undefined or null reference Lookup field

Recently lookup field in dynamic CRM form started throwing this error: "Unable to get property '0' of undefined or null reference" when we tried to change this lookup field. There is no Javascript called on Onchange event I have attached a…
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DynamicsCRM QueryExpression Criteria inside an EntityReference

I'm Using the CRM SDK from PowerShell, Trying to query a contract linked to specific Account name, If I do the query against Account GUID I get the results, but I want to query against the name inside the EntityReference object, and not the GUID,…
Avshalom
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Open CRM Entity View with a link

I need to open a CRM Entity view from my C# code. My code gives me the right URL and open the right view, but the problem is the view name displayed is wrong. for example, my URL opens the view "My Envelopes". The view content is right, but the name…
carndacier
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Plugin on send message in email entity not executing when email is sent by workflow in dynamics crm 2011

I have a scenario where I have to integrate CRM with Sendgrid email system. I need to add information to email header of outgoing email for tracking. I decided to bypass email router and directly send email via sendgrid API using Plugin registered…
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Update Account using Dynamics CRM 2011 SDK and C#

I am using the Dynamics CRM 2011 C# SDK to write and read data from my on premise DynamicsCRM 2011. I am currently starting out with this basic example from https://msdn.microsoft.com/en-us/library/gg695803%28v=crm.5%29.aspx So, creating new Account…
Ivan Bilan
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Unable to load connection string using xRM data context

Edited to add solution: changed to use the constructor that takes a Microsoft.Xrm.Client.CrmConnection rather that a String connection string and it works. I used the crmsvcutil.exe to generate the data context for our crm environment. When I try…
greg
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Import of Solution Fails Without Error Message in Dynamics CRM

We are trying to import a solution from our Sandbox environment to our DEV environment. When we import the solution into DEV, the system shows the Import in Progress window, but eventually it stops. It states that the import of the solution failed,…
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CRMException: Expected only one default business unit team

I've created a plugin to set some custom fields on the businessunit entity when it's created. I registered the plugin and confirmed the context message is Create. Now, when I create a new businessunit, I get the exception message "Expected only one…
Andre Odendaal
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What IIS Express options do I select for download?

I am running VS 2013 Community Ed. on Windows 7 64-bit. The following is my use case: I am developing in Dynamics CRM 2011 and have downloaded Sencha CMD to add functionality to my solutions. I was advised to also download IIS Express. I have…
J.S. Orris
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CRM 2011-Business Logic error

I am working in CRM 2011. When my collegue update a field and save.Error is showing as 'Business process error An error occurred in the plug-in' But same filed when i…
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Update composite fields like fullname,address

i dont know how to update the composite fields like fullname,address in ms crm using c# if (dataRow[i].ToString() == string.Empty) { selectedEntity["fullname"] = null; } else { selectedEntity["fullname"] = "ms crm"; //error } //it is…
Ajit004
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Copy Workflow From One Server to Another

I have created workflows in test server(CRM 2011) & now I want to copy some of my workflows to prod server(CRM 2011). How to Copy workflow(s) across the servers?
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How add items to a list in foreach loop using c#

I am using following snippet to some items to a list of strings. But it is throwing an exception. List guids = null; QueryExpression qExp = new QueryExpression { EntityName = "account", ColumnSet = col1, Criteria = new…
User089
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CRM2011 - Bad performances for some users

I have troubles with CRM2011: All new users created in the Active Directory have bad performances when the code tries to retrieve data from the database via linq queries using the IOrganizationService. The new users have the same rights than the old…
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