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 do I default a business process ribbon to minimized upon opening a record in CRM 2013

Thank you very much. I couldn't find a setting inside dynamics CRM or a solution anywhere on google.
Josh Alcorn
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Using Soap Creating new Record in Dynamics crm 2013?

I'm trying to create a new record using soap call but its getting error at GenerateAuthenticattionHeader is undefined.could any references appreciated. function new_record() { debugger; var firstname = "srini"; var lastname = "hsk"; var…
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Add a field to the merge function view

How do I add fields to the view when merging records?
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ADX Support with MVC 5 and CRM 2013

We have an idea to use ADX with MVC 5 and CRM 2013. Is it possible? We are doing background research on this whether to use ADX or not. We have used ASP.NET with ADX previously. This will help take a decision and will save our time. Appreciate help…
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Run workflow from ribbon button

I was trying to run a workflow from ribbon button in grid: function TriggerWorkflow(entityId, workflowGuid) { debugger; /*Generate Soap Body.*/ var soapBody = "" + "
Mostafa Moatassem
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C# upload of multiple files to notes and attachments in Dynamics 365

The following code allows you to upload a single file with notes. string entitytype_attachment = "incident"; Entity Note_attachment = new Entity("annotation"); Note_attachment["objectid"] = new…
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How to refresh the social pane/activities section on save in dynamics crm?

I need to refresh the Social Pane section through javascript in dynamics CRM every time a record gets saved. I do not want to refresh the whole form.
Dinoop
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Active Directory In MS dynamic CRM 2013

I want to add a field on Lead Form that will contain a dropdown list/Lookup of my account's Active directory ?
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Custom service that connect with Dynamic CRM SDK - Security permission issue

Error : System.Security.SecurityException: Request for the permission of type 'System.Security.Permissions.SecurityPermission, mscorlib, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089' failed. When i host my wcf service (service…
PBB
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Default the "Look for" field in a lookup view

If the "look for" drop down contains more than one item (e.g. Account, Contact) is it possible to set the default option (in my scenario to the second option Contact)?
MightyAtom
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Give "Qualify lead button" functionality in On Lead Form

I have created custom ribbon Button On Lead Form. I want to give "Qualify lead button" functionality. How to do?
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Free Trial Microsoft Dynamics CRM 2011 and 2013 Online

I need to try the 2013 and 2011 versions of Dynamics CRM Online for that, I searched the internet but I found nothing. I want to know if you have links to get these versions, thank you in advance
marcus
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Dynamics CRM 2013 Organization Import Failing

This is a really crazy one, I know I'm grasping at straw here but while importing a org database into our production environment I'm getting the following error. Has anyone seen this before? CrmException System.Net.Socket.SocketException No Such…
GoBeavs
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Custom button on CRM Mail merge window

I want to put custom button on CRM Mail merge window and on click of that button , i want to store that document in sharepoint site document library. please check below screen Is it possible to put custom button?
User5590
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i am getting NullReferenceException.can anyone help me. this code has done in c# CRM2013

i am getting NullReferenceException at "tb = Page.FindControl("table1").FindControl("txtAccount" +i) as TextBox;" can anyone help me this code has done in c# CRM2013. if (accountEntity.Attributes.Contains("telephone1")) { string phone =…
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