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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

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Succeeding versions

561 questions
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Get attribute value in HTML - Jquery

I have this string here: \"Error\"…</div
Humble Bunk
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'OR' condition in fetchXML

I have to achieve 'OR' condition using fetchXML in CRM 2015 between two different entities. I need to make the condition contact.region = 'region1" or firm.region = "region1". I realize I have to use tag, but I am not sure how to…
gemini
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Make a two option field read-only if it is true on load

I am wondering if there is any OOB way to make a two-option field read-only if a form loaded the two-option field as "true". I know I can use Javascript and the OnLoad event on the form to accomplish this, but I want to try and use as many OOB…
Darren Hoehna
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Create a new activity for each Name - dynamic crm

Im trying to create a new activity from each individual value. What I have done so far is shown below in snippets to get each value. var Names = recordRow.Cells[0].Value.ToString().Split(",".ToArray(),StringSplitOptions.RemoveEmptyEntries);' For…
AndroidAL
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crm 2011 migrated to crm 2015 - http 401 for all webresources

I have a problem after the migration CRM from 2011 to 2015. Both servers are in the same network but they are on different machines (crm 2011 is hosted on windows server 2008, crm 2015 -> windows server 2012, both on-premise) and use the same Active…
TrN
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In CRM Dynamics 2015, How can I redirect to an External Website or External Desktop client?

Hi I am new to CRM an I wonder if there is a way to navigate to an external URL or application and how can I go about it. Also is is possible to override the Skype/Lync client click-to-call with a different telephony client installed on my machine,…
Papi
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CRM Dynamics Plugin Error : The given key was not present in the dictionary (When I trigger plugin on PhoneCall Create)

I get the following error when I fire my plugin on phoncall create record in CRm Dynamics 2015, public void Execute(IServiceProvider serviceProvider) { ITracingService tracingService = …
Papi
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How to update records in Microsoft CRM without creating duplicate records while importing through Excel file?

In CRM 2015 I tried updating the existing data even by creating different duplication rules off but still got an error saying cannot create a record because duplicate record exists.
Sonali Sharma
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Dynamics CRM 2015 Reports - Grouping Cases by Parent Account

I've been tasked with migrating our companies CRM from a custom built internal solution to Dynamics CRM 2015. So far I've come a fair way figuring out things, but reporting has got me a little stuck. What we're looking to do is to report on the…
JacobG
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Error in Early Bound Class in Dynamics CRM 2015

We are using CRM 2015 on-premise, we are trying to build customer portal, for that we generated Early Bound class It is successfully generated and added to VS 2012. Now the problem is when i build the project in VS it goes fine and when i run the…
Saravana kumar
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Configuring a picklist in CRM Online 2015

We currently have a CRM Dynamics 4.0 system and as part of our Account Entity we have a field new_accountstatus with the following set up: Schema Display Name: Account Status Name: new_accountstatus Requirement Level: No Constraint Searchable:…
Jay
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CRM 2015 read "dirty" value from unsaved form

I'm creating new account record. The easiest way is to fill account id (vat number or something similar) and push button. Button run some javascript. Javascript read value of account id and fill the rest (call some external ws and fill account name,…
Marek Přikryl
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Mapping Appointment Entity for Data Migration in Microsoft Dynamics CRM 2015

I need to migrate data from CRM 2011 to CRM 2015 for different entities. I am using scribe insight for this purpose. I am stuck with the the migration of different entities belonging to Activities like Appointment, Letter, Fax, etc. If its a normal…
Ashish Jagdale
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Maintenance Level no longer auto-populate when adding new Case

We have recently migrated from CRM 2013 to CRM 2015 and notice the 'Maintenance Level' no longer auto-populates when selecting an account/business field in a new case. This is the Case:Information form not the new Case Form. The account field…
Chee Ta
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Update picklist value to null with Sdk.Sync.Update does nothing

Is it possible to update a record's attribute of picklist type with null by using Sdk.Sync.Update? It's not working for me. Here's what I do: var detailsObj = updatedDetailsObj; // I get updatedDetailsObj from previous logic, not shown here var…
OfirD
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