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Questions tagged [dynamics-crm-2013]

Microsoft Dynamics CRM is a multi-lingual Customer Relationship Management software package. The product focuses mainly on Sales, Marketing, Service and Help Desk sectors but Microsoft has been marketing Dynamics CRM as an XRM platform encouraging partners to use its proprietary (.NET based) framework to customize it to meet many different demands. The software has been moved to the cloud solution and exists in two versions - on-premise and on-line.

Its key focus is sales, marketing, service and help desk. However, it's highly adaptable and easily customizable to usage of both client-side JavaScript and server-side .NET code for plugins.

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, by a Microsoft Partner or as a federated solution. This flexibility lets companies change their deployment strategy as their business needs change whilst utilizing a single organization.

End users can access Microsoft CRM in the following ways.

  1. Via a web front-end using Internet Explorer 7.0 or later (support for FireFox, Safari and Chrome is delayed and scheduled for Q1 2013 software update)
  2. Using a native Microsoft Outlook plugin integration
  3. Using a mobile device with Microsoft Dynamics CRM Mobile
  4. ISV solution such as CWR Mobility

Questions asked about Microsoft Dynamics CRM 2013 typically include those around configuration, client-side customization (e.g. forms, views, charts, dashboards etc.), deployment, or server-side development (workflow assemblies, plugins etc).

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How to Make a Condition Optional in FetchXML

I have some SQL reports that has very slow performance, so we converted all of them into FetchXML, but all the SQL reports has all the conditions optional, something like this: SELECT ... FROM ... WHERE (@operator = 'All' OR Operator …
Mahmoud Gamal
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How can I add in Dynamics CRM custom field on Activities Views?

In Dynamics CRM 2013 I use standard activities and custom activities. For all of them I have custom field Account which I automatically fill in with account (if it is possible) from Regarding object. Is there a way to display this field on general…
Natasha
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Opening an order in CRM 2013 sometimes gives a blank page

Sometimes CRM 2013 decides to give me the following error when opening an Order (and presents me with an empty page, but with the top navigation bar…
ndsc
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IOrganisationService.Retrieve Record does not exist

I've made code to check if a record in CRM exists. Problem is that the IOrganisationService.Retrieve returns an error instead of a null when no record is found. I expect multiple records not to be found and I do not want to have to use a try catch…
Zain
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Transactions in Dynamics CRM Plugin and Web Services

I wanted to confirm my understanding on managing transactions in Dynamics CRM and check if I am missing something. 1) Transactions in CRM Plugins: The plugins registered in the Stage 20 and 40 of the Event Pipeline run under DB transaction. So if I…
Ashish
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Fake plugin behavior in FakeXrmEasy?

I've been using FakeXrmEasy to write unit tests for the past week or so, and I'm generally happy with how it works. But there's one area where I'm not able to get the mock to work as I want it to. In the Dynamics CRM installation, there's a plugin…
snaits
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Microsoft CRM Multiple Lines of Text field issue

I have a form with 3 fields with datatype Multiple lines of Text. I've been asked to display the complete content even if the entered text values are long for these 3 fields. So i went ahead and checked the Automatically expand to use available…
Aritra B
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How to cast an Xrm.EntityCollection to a List?

Overview: I'm coding a FetchXML query to return users with disabled mailboxes in a Dynamics 2015 online CRM instance. Now I've come to a stage where the query results need to be bound to a ListView. (The project is using the Dynamics SDK 2015…
Brian Var
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Integrating Microsoft dynamic 2013 or 2015 with PHP

Do we have any libraries available to interact with Microsoft dynamic CRM 2013 or Microsoft dynamic CRM 2015 from PHP?
NIRANJAN S.
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CRM 2013 - Sorting records in View

Could you please help me with issue? We need properly sorting in View. We are have Option set with Opportunity stage(%). (I see only one chance this is event RetriveMultiple(Plugin)... This is properly?) Actual result 0 10 100 20 30 Expect result 0…
Viktor Ischenko
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Error while properties set up in "Send Email" step in CRM 2013 process

I am using Microsoft Dynamics CRM 2013 On-Premise. I am facing with the issue while I am trying to set up any dynamic value to body section of "Send Email" step in CRM 2013 process. Here is steps to reproduce in screenshot form: 1) 2) 3) and stack…
Ihor Sharapov
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Missing trace logs in custom workflow activity for Real-Time workflow

I've written a custom workflow activity against CRM 2013. You don't need to understand what it does. The problem I have is that despite instantiating the ITracingService, any tracing content that I generate using the Trace(...) method is obfuscated…
Greg Owens
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CRM 2013: Update a read-only field value using Business Rule

I'm trying to calculate a date field value based on another field, using the Business Rule feature in CRM 2013. The field is locked on the Form so that the user cannot modify. I think because of this setting, the field value is bet set initially…
Rajesh
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Why are all reference properties null in my CRM plugin?

I'm writing a PostUpdate Plugin on the contact entity using early binding. Unfortunately, all properties which should represent 1:x relations are null. The code is pretty simple: * CRMcontext is the generated file via CrmSvcUtil.exe, * service is…
Sascha
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Dynamics CRM 2013: Setting default values in a form from an entity

I'm new to Dynamics CRM 2013. I'd like to be able to set default values on forms when the form loads. I was thinking of creating an entity "Default Parameter" to hold a couple of default values for a user. For example, a delivery date or a default…
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