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Questions tagged [dynamics-crm-2015]

Microsoft Dynamics CRM 2015 is the 7th version of the Microsoft Dynamics CRM platform launched in the end of 2014. Microsoft Dynamics CRM’s 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.

Microsoft Dynamics CRM 2015 is version 7 of the Microsoft Dynamics CRM platform launched in the end of 2014.

Microsoft Dynamics CRM 2015 doesn’t bring major changes for programmers. However, in this version, more customization can be realized simply by configuration (without programming) including enhanced business process flows, business rules, SLA enhancements and others.

Microsoft Dynamics CRM 2015 doesn’t support older software (browsers, MS Office, Windows server, SQL server etc.). Generally, it supports last two versions.

Questions asked about Microsoft Dynamics CRM 2015 typically include those around configuration, client-side customization (e.g. forms, views, charts, dashboards, javascript etc.), deployment, or server-side development (workflow assemblies, plugins in .NET, XML, SQL etc.)

Microsoft Dynamics CRM’s 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. Supported web browser, such as later versions of Internet Explorer or the latest versions of Apple Safari, Google Chrome and Mozilla Firefox.
  2. Using a native Microsoft Outlook plugin integration
  3. Using a mobile device (mobile phone or tablet) with Microsoft Dynamics CRM Mobile
  4. ISV solution such as CWR Mobility

Preceding versions

Succeeding versions

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CRM Dynamics , How to pass values from one form and set the values in a new Entity(form) using Xrm.Utility.openEntityForm();

I have written a JavaScript function that opens a new Phone Call Entity form from ribbon button clicked in the Contact form. I have managed to pass open the new phone call, however I am battling toi find a way to set the values from contact in the…
Papi
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Plugin re-using Target parameter between calls

I've created and deployed a plugin for the Update event of a custom entity but it seems when multiple users update different entities within quick succession the plugin uses the first entity it receives for each call. To investigate further I added…
Andre Odendaal
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How to get the tracing logs for Dynamics CRM 2015 online reports

I'm working on migrating Dynamics CRM 2013 on prem to Dynamics CRM 2015 online update 1 and have prepared a report that has a child report as well. After successfully uploading the reports and setting up parent/child report relationship. I get "The…
A.K
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Attribute type "Virtual" is not supported. Remove attribute "XYZ" from the query, and try again

I'm converting SQL to FetchXml for migrating existing reports in Dynamics CRM 2013 to Dynamics CRM 2015 online. There is an optionset and ran into this issue that The attribute type "Virtual" is not supported. Remove attribute "s_expensetypename"…
A.K
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CRM Online 2015 Update 1 charts show all data from the underlying views until the charts are manually refreshed

In CRM Online 2015 Update 1 instances I experience charts on forms not showing the correct data until they are manually refreshed. Charts in general show all data from the underlying view when the form is loaded. Only after manually refreshing a…
Henrik H
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Convert To as a Next Stage in Custom Business Process Flow

I have to create BPF where the first entity is Mail and next is Opportunity. Is it possible to move to next stage by converting mail to opportunity instead of create?
user7
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"An error occurred" when trying to configure update steps of Case entity in all workflows

I have a technical issue with workflows in CRM 2015. I get an error when clicking the "configure" link/button on the update step of case/incident in WF (workflows). It occurs on all update steps on case, on all WF. Update steps on all other entities…
Aleksander W
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Relationship not found between Marketing Lists and Emails Sends - Clickdimensions CRM 2015

We have clickdimensions installed in a 2015 CRM version. This environment previously used Exact Target for email marketing automation. We removed Exact Target before upgrading from 2011 -> 2013 -> 2015. Whenever any user attempts to associate an…
Brent Lockee
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How to pass CRM Dynamics 2015 Form data(filed values) to an HTML page which has JavaScript functions

I recently acquired a JavaScript API for a web-phone web client. From CRM I want to launch this client and pass my CRM Form data to it, I have created a custom ribbon button that has to call that HTML Page and pass relevant data to it. The ribbon…
Papi
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Can not create duplicate detection rule for Product entity

Can anyone explain to me why the product entity is not in the base entity type when creating a duplicate detection rule. I have googled this but could not find any information.
user3845056
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Is it possible to use Dynamics CRM to develop an unrelated CRM software?

While I'm learning Microsoft Dynamics CRM 2015, I find out that there is a good built-in software infrastructure available to generate new modules. Although the features available in the UI are so limited. But working with its SDK, seems it can be…
mehrandvd
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Dynamically Hide Home Button in CRM 2015 using Ribbon Workbench not Working

I am creating a custom Enable Rule to hide "Import" button in my custom entity in Ribbon Workbench. Here is my JS code: function ShowHideButton() { var context; var serverUrl; var UserID; var ODataPath; var toReturn; context =…
Kerber
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Linq join to perform specific query against Dynamics CRM 2015

I'm looking for some help with a specific Linq join query. My Linq knowledge is fairly basic and I've been struggling all day trying to write the correct join code. I'm actually trying to build a Linq query that will work with Dynamics CRM Online…
Tom Troughton
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Dynamics CRM 2015 Creating a button to start a workflow

Hi I am currently trying to follow this guide: https://ribbonworkbench.uservoice.com/knowledgebase/articles/132235-create-a-workflow-short-cut-ribbon-button-no-code So that I can create a button on the ribbon in CRM to start a workflow. The idea…
Juppal
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ASMX webservice doesn't serialize part of objects

I develop ASMX proxy webservice that is used with JS from a portal. All that webservice is doing is calling other webservice and returns data to a caller. This is done to revoke cross-domain JS calls. Here is the code of my webservice: …
Andrew Butenko
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