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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Automated UI testing in CRM 2013

We're attempting to set up automated UI testing for our CRM 2013 development. We've attempted to use both CodedUI and Selenium but they both struggle to get references to elements on the forms. Especially the Site Map. Has anyone had any luck with…
John Rogerson
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CRM 2013: Force refresh a form after save

We have a requirement to refresh the form after saving (to ensure that some hide/show logic works as expected based on a field value). Currently the form does not automatically refresh after saving the record. I have gone through some articles and…
Rajesh
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How to create inline dialog in MS CRM 2013

MS CRM 2013 introduced new approach to dialogs opened inside the system. In version 2011 look-ups were opened as separate (modal) windows, but in 2013 look-ups are opened as inline iframes on current page. Definitely it's possible via following…
shytikov
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How to combine multiple table results into one using FetchXml

I am using CRM 2013 Online. I want to generate a report on Opportunity entity like below: CampaignCode Open Opportunity Count Won Opportunity Count Lost Opportunity Count CC1 3 5 …
Indie.Dev
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An error occurred when verifying security for the message on CRM SDK

I got an error when connecting the CRM 2013 from CRM SDK code. The error message is An unsecured or incorrectly secured fault was received from the other party. See the inner FaultException for the fault code and detail. And here is the inner…
Hendra
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Microsoft Dynamics Crm Sdk - Is this query possible?

I am exploring the "QueryExpression" mechanism used to Retrieve data via the Dynamics CRM SDK, and I think I have hit a problem / limitiation with the SDK, but I would like to ascertain that for certain.. Given this desired SQL: Select C.firstname,…
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jQuery function .on() doesn't work with "click" event

I am working with MS Dynamics CRM 2013 and I am facing with the issue that when I want to add event handler to the button "Documents" in the navigation pane, jQuery function .on() doesn't work with "click" event. It works fine with "mouseover" or…
Ihor Sharapov
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Editing a Phone Call's 'Quick View Form'

I find the Quick View Form for Phone Call activity non-editable (save button disabled) in my installation of Dynamics CRM 2013 (trial version downloaded from Microsoft site). However, this video describes the said form as editable (watch from 10:35…
Khadim Ali
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Integration of Microsoft Dynamics CRM 2013 & TFS 2013

I'm going reflect updates from TFS in MS CRM. In what way I could connect them? I've found this tool: http://www.quantumwhisper.com/dynamics-crm-microsoft-tfs-integration/. Are there any other tools like this one or possibly other ways?
digitalCoffee
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What Changes Does Referencing CodeGeneration.CodeCustomization Make to the Early Bound Generated CRM Entities?

After reading this SO question, I noticed that the link in the question made a reference to Microsoft.Xrm.Client.CodeGeneration.CodeCustomization,Microsoft.Xrm.Client.CodeGeneration. What advantages it has over the standard code gen? According to…
Daryl
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Lambda expression with .Where clause using Contains

When connecting to CRM 2013 is there a smart way to create a lambda expression that gets the entities who's GUID are in a List. This code breaks on the Where clause and gives the error: Invalid 'where' condition. An entity member is invoking an…
JensB
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CRM 2011 and 2013 open in mobile mode on IE 11

I just got updated to IE 11 and when I log on to CRM 2013 it takes me to the mobile version of the application. Same with 2013. Anyone else experiencing this? Any ideas on how to fix this other than changing the browser mode?
Sunil
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Unable to use Xrm.Page.getControl to get an iframe

After the upgrade from dynamics-crm 2011 to dynamics-crm 2013 I am having some issues trying to refresh an iframe. Previously and in the sdk Microsoft has to get a control/iframe use the "Xrm.Page.getControl()" or other posts say to use…
Dustin Warner
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How to access controls from a console

I tried to execute the following command from the console. var subject = Xrm.Page.ui.controls.get("subject"); That's the exact syntax I'm using in the web resource that I'm plugging in to CRM. However, I only got an error message saying that…
user1675891
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Is it possible to track changes to Entity Metadata in Dynamics CRM?

Is there any way to track changes to Metadata, like new fields, new entities and so on? It is difficult to control a very large project in the same environment, so sometimes there are some customization that should not be deployed to productions…