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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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Dynamics CRM Online Object caching not caching correctly

I have a requirement where we need a plugin to retrieve a session id from an external system and cache it for a certain time. I use a field on the entity to test if the session is actually being cached. When I refresh the CRM form a couple of times,…
noobie
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Can we write an event / function on "Publish" or "Publish All Customizations" button in MS CRM

Actually i want to execute a functionality every time a developer publishes customizations. Hence, can we write any custom logic on click of "Publish entity" or "Publish All Customizations" buttons. OOB or un supported way either? Its not a business…
WeShall.NET
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Programatically view a CRM report without access to Reporting Server

Is there any way that I can view a report (Sales > Reports) using C# without having access to the reporting server? I am attempting to write a tool that monitors the health of our CRM servers (entity records in right place etc) and as such I want…
doodlleus
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multiple level of expansion in crm webapi

I have an entity called as medicalcase Each medical case has a subgrid, N:N relationship with an entity called as mcfamily Each mcfamily has Father, Mother, Child fields which are lookups to contact field Now if I make a webapi call…
Vignesh Subramanian
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Roll up field for currency datatype fields is not working for custom entities

Following is the exact scenario in my Dynamics CRM instance. I have created a custom entity (say, Order), which is having a lookup field (say, Item). The lookup field is pointing to another entity which is having a currency field (say, Amount). I…
Nirman
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CRM 2013 - JavaScript to identify parent entity type on Appointments (Account or Contact)

CRM 2013 customizer/developer here. I'm new to JavaScript and I need some help on the query I can use in an OnLoad event in CRM 2013. On the 'Appointments' entity I need to set the value of a custom field (option set) based on entity type of it's…
user3871442
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How to Execute an Operation Outside of a Plugin Transaction in Dynamics CRM

I have a Trace entity in my CRM system, and I want to insert records for that entity regardless of whether or not a plugin or workflow activity fails. When real-time plugin/workflow fails, all the data operations that have happened are rolled back,…
BlueSam
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Unable to display custom ribbon button only on one form of an entity

I have created a ribbon button on the opportunity entity in CRM 2013 and have used a custom enable rule to display the button only on one form from the two available (admin, sales). I am able to see the button on web on the right form (admin), but…
Shaik666
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How To Default The Default Queue When Looking At a View For Queue Items?

I have view that returns a filtered sum of Queue Items, which I display on a custom webpage. It is a hyperlink, so if the user clicks on it, it redirects them to the actual view in CRM. Since this is an Advanced Find against queue items, there is…
Daryl
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Rich Text Editor (WYSIWYG) in CRM 2013

Sometimes it is useful to have the HTML editor in CRM interface. It is possible to implement the editor directly to CRM 2013. As editor we will use ckeditor which allows to use it without installation on the server.
Pavel Cermak
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What's the difference between Entity.Attributes and Entity.FormattedValues?

I'm learning how to write custom workflows and am trying to figure out where and in which format all the values I need are stored. I have noticed that I can access Entity instance data in both the Attributes and FormattedValues properties. How do I…
SebastianC
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Can I export the results of a duplicate detection job?

In CRM I'm running a duplicate detection job on Contact in order to perform merge operations. I've created a duplicate detection rule as well as a custom view that I use for the detection job, which runs perfectly fine. After I've merged all the…
SebastianC
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Xrm.Utility.openEntityForm setting Look Up field

I am attempting to use the Xrm.Utility.openEntityForm() method to open a new custom entity form and programatically set an entity look up field. I am following an example on http://msdn.microsoft.com/en-us/library/gg334375.aspx very closely but…
CCMag
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MS-CRM 2013 Invalid party object type 9

I want to send a notification email after creating a contact in CRM. For that I have written the following code.. but it is throwing an exception of "Invalid Party object type 9". I searched for it but could't find reasonable help Thanks code : …
mzh
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How to Remove the addPreSearch Filter

I am trying to remove the PreSearch filer and my code is as below. How can I achieve the same? Xrm.Page.getControl("productid").removePreSearch(function () { Object }); Xrm.Page.getControl("productid").addPreSearch(function () { …
user3655914
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