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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Can I track modified fields in MS CRM 2013?

I want to track modifications in CRM. I.E. We create lead/opportunity, saved it. Now I am updating several fields , again saved it. Again updating several field. So can I get those fields names which were modified after the creation? Thanks in…
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How to do this custom report in Microsoft CRM 2013?

I need to do some custom reports, and I'm kind of lost. I want to do a custom report with the following conditions: number of emails and phone calls per day/week/months and per country How can I do that ? do I need to use or create views to…
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Guidelines for differences in Dynamics CRM 2013

I've looked for some guidelines on changes between earlier versions of Dynamics CRM (i.e. v.4 and v.2011) and the upcoming 2013. I couldn't find any, though. Does it mean no differences?(irony!) It'd be a good thing to have as a reference when a…
Konrad Viltersten
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Registered Plugin on Retrieve of Entity facing an Error "Unauthorized Error"

I registered a plugin on Retrieve of Entity. but when I open record shows "Unauthorized User Error". I want to to decode some field values. I also used Trace log but shows nothing, Shows Same Error
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debug plugin using plugin registration tool CRM 2013

I have install profiler in one of my plugin step, which will executed on create of record. Once i complete this, it generate a errorlog. I have copied that text and created a errorlog.txt. It looks like below…
Chirag
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contentWindow iframe crm 2016

please find below the code where I am trying to access a Webresource. I am working on CRM 2016 var xyz= window.xyz|| {}; $("#WebResource").contentWindow.xyz.Scheduler.load(); Gives out "Unable to get property 'contentWindow' of undefined or null…
sks
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Need to automate the import functionality in Dynamics CRM 2011

We need to import data in Dynamics CRM 2011.We don't want to import it manually through import option present in CRM.Instead we need to automate it and the data should be imported every week as per scheduled timely manner. Let us know what all…
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Calling a button click that is wrapped in another html tag inside an html page

Just a quick question here. How can I call a click event of a button that is wrapped inside another html tag inside a main html page? Sample code below is copied from a Dynamics CRM page source and the second html tag is inserted as a web resource…
Khadim Ali
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To add optionsetvalue in MS CRM

I have to write a code which will add a new optionsetvalue in Plugin in MS CRM. entity.Attributes.Add("test_entity", new OptionSetValue(1)); I have tried implementing this code but it doesn't do the work. Do suggest the code.
Abhishek gupta
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What is the Difference between Microsoft dynamics CRM 2013 and Microsoft dynamics CRM online

Can anyone please help me understand the difference. Is it that dynamics CRM 2013 is on-Premise?
Vivek
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When do we use Retrieve and Retrieve Multiple Messages in Plugin Registration tool?

In plugin i used services but when should i go for Messages like Retrieve and Retrieve Multiple
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How to resolve Dynamics CRM Plugin System.Security.Permissions.FileIOPermission error

Business Process Error System.Security.SecurityException: Request for the permission of type 'System.Security.Permissions.FileIOPermission, mscorlib, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089' failed. at…
Santosh Rawat
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MS CRM 2016 Microsoft.Xrm.Tooling.Connector OrganizationServiceProxy is null

The problem is in connection to MS CRM 2016 by Xrm.Tooling.Connector. There is bug. When you get object from connection method OrganizationServiceProxy is null. We solved this problem 2 days and on the end problem was in invalid app.config in…
Jan Mucha
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docusign connector dynamics 2013

I noticed the docusign connector is documented to be compatible with Dynamics CRM 2011 only. Is this a failure to update the documentation or does it not work with Dynamics CRM 2013?
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Unable to set the lookup with values on Entity form with lookup data from caller form in MS Dynamics CRM 2011

Form: Entity A Field Display Name : Approver Field Name : bch_signingauthority Field Type : Lookup Field Source : User Entity Summarize : When Approver lookup in Entity: A is selected it will display a list of records from Entity: Users.…
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