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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What is the difference between "Post", "PostFollow", and "PostComment"?

I want to know about the difference between "Post", "PostFollow", and "PostComment" in Microsoft Dynamics CRM. Thanks.
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Can we increase count of 10 records in inline lookup field in ms 2016

I have a lookup attribute we all know the inline lookup field shows 10 records by default can we increase it? I checked the metadata but I didn't get anything relevant. I don't think we can increase it but still you know we don't know…
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Undo form changes when an exception occurs

In Dynamics CRM 2013 is it possible to revert a field changed on a form when a business process error occurs? For example: 1. User changes a text field on a form from 'abc' to 'xyz' 2. User clicks save 3. CRM pre-operation plugin validates field,…
user329847
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Inserting a hyperlink in a TASK in Dynamics CRM 2013. Hyperlink does not render as HTML hyperlink

Using {Record URL(Dynamic)(Entity Name)} I have inserted it as part of system requirments into the "Description" of a TASK Activity. But the URL does not render as a HTML hyperlink. I have also tried using the tag. But this does not…
Ruruboy
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Microsoft Dynamics CRM - Error message: Entity Id must be the same as the value set in property bag

Hi StackOverflow community, I just try to copy records of the "contact"- Entity from a Plugin or a custom workflow activity. The relevant Code is QueryExpression qe = new QueryExpression("contact") { ColumnSet…
user172501
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Dynamics CRM custom workflow before entity deletion

I'm trying to make a custom workflow on Dynamics CRM. I need to delete some entities when another entity is deleted. I created my class library and I retrieved the Guid of the deleted entity with this code: protected override void…
Pier Giorgio Misley
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How to create many-to-many association with oData in CRM 2013

I am writing an import utility to migrate records from a legacy system into CRM 2013 and I am getting stuck trying to assign users to roles using oData. From everywhere I can find documentation to do this, it says I have to do a POST request to the…
Jason Rodman
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Upgrade On-premise MS Dynamics CRM 2013 to On-Premise MS Dynamics CRM 2015

I have a problem when do upgrade from MS Dynamics CRM 2013 to 2015. When Import Organization Wizard does System Checks, it gets error: Violation of PRIMARY KEY constraint 'PK__#ActualC__59D49277A86CC312'. Cannot insert duplicate key in object…
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CRM 2013/2015 Navigation breadcrumbs issue with custom html page

I have a sitemap link that opens a custom html page (web resource). The page looks like the settings > administration page and has links to other entity grids (homepages). These entity grids are only available through this custom page and are not…
Adi Katz
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Microsoft Dynamics CRM 2013 "The user authentication failed!", ADFS kerberosmixed returns no response

I'm using the CRM SDK to talk to CRM. My employer has 2 CRM installations, one in Australia and one in the US. Both installations use the same (Australian) Active Directory domain. The US CRM has a separate ADFS installation. I've got my application…
Joshua Walsh
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Field updates only if I update browser in dynamics crm

I wrote plugin for CRM. It update field of Entity A when create a new Entity B. I have a form for Entity A and in this form I have tab for Entity B. When I create new Entity B from this tab my plugin change field in Entity A. But I can't see that…
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Restricting Backward movement in Business Process Flow (CRM 2015)

We have a certain requirement in CRM 2015 in which we need to restrict backward movement in Business Process Flow for Non-S/S Admin users. I iterated through Client API’s (including scripting for Upgrade 1) but I didn’t find any API for achieving…
Kunal Goel
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Dynamics CRM Email entity isReply, isForward replacement in 2013/2015?

In Dynamics CRM 2015 Email forms I need to know if email is forwarded, replied etc. In Dynamics CRM 2011 there used to be JavaScript variables for this e.g. isReply, isForward, isReplyall These variables doesn't exists in Dynamics CRM 2013/2015. Is…
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Invalid 'where' condition. An entity member is invoking an invalid property or method

I've tried several methods to serach a client who have a propritaire.id in membresEquipeDuClient list, but each time I'm getting the "Invalid 'where' condition. An entity member is invoking an invalid property or method."-error! I got the error in…
marcus
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Is it possible to check if an Entity is "Activity" enabled in Dynamics CRM programatically?

When creating a custom Entity in Dynamics CRM 2013, you have the option of enabling Activities for that entity (i.e. in the Entity configuration screen, you can check the "Activities" checkbox). This allows Activity records to be linked to the new…
Lenny
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