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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 2015 Processes and choose workflow and Click Add step perform Action not appearing on the list

I have created Action and Workflow through Process. I try to add the action into workflow but there is no Perform action step displaying.
user3468420
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How to Pass "Target" argument for a custom Action in CRM Dynamics

I've created a custom action that will be triggering a plug-in on the action's name (Action name used as a message), from the form ribbon button. So basically almost all plug-ins will use the Target entity object from the…
Raghu
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Xrm.Utility.openwebresource opens new tab

We have an onprem crm 2016. I'm opening an html webresource on a click of a ribbon button. I'm using Xrm.Utility.openWebResource(...). The problem with that is we're using IE11 and all users' browsers are configured to let IE decide how to open pop…
Walloud
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Microsoft Dynamics CRM and App Proxy

I am trying to connect to an on-premises instance of Microsoft Dynamics CRM protected by a firewall and that has been exposed externally via Azure AD Application Proxy with pre-authentication enabled. Thus, given how App Proxy works (fetch an access…
Michael S
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How can I prevent a DateTime from getting serialized in XML with culture information?

I am trying to retrieve my data from CRM. But while doing that, it looks like it is applying culture to datetime field. I have saved the datetime in CRM as - 01/08/2017 12:00 AM. But when I retrieve this data with the help from FetchXML, its giving…
omkar patade
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Retrieve top one record from CRM using early bound

I want to retrieve top most record from my CRM entity using early bound query expression. I have written it as: QueryExpression opportunityProductsQuery = new QueryExpression { EntityName =…
omkar patade
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Is there a way to disable the audit for stageid field on a CRM entity that's enabled for auditing?

Got a custom entity which has auditing enabled. Every time an user changes the stage on the Business process flow (BPF) on that entity, it's generating an audit log record with the change in the stageid which is irrelevant for the business and i…
Raghu
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Translating LINQ query into CRM QueryExpression while using 'select new'

I've got the following container class: public class AssetAndItsDepositsContainer { public jp_asset Asset { get; set; } public jp_deposit Deposit { get; set; } } Is there a way to take the following LINQ query: from a in…
OfirD
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Dynamics CRM 2015 update data

Exported data from CRM2015, updated one field in spreadsheet that needs updating, resaved as Excel 2003 xml format. Struggling to see how to import back in to get it to update existing contact using the 3 fields the export from CRM included. All it…
Andy
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Dynamics CRM Plugin Shared variables - Object or Array

We have a scenario where we need to calculate multiple fee components & share between Pre & Post stages of a Plugin. So we created the object like this. class FeeCalculation { public string TotalFee { get; set; } public string…
Arun Vinoth-Precog Tech - MVP
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Error when importing solution containing relationship with Hierarchical=Yes: Index or statistics already exists

I cannot import a solution containing a relationship set to Hierarchical=Yes. If I change the relationship to Hierarchical=No the import works just fine. The issue occurs when an unmanaged solution containing only the Contact entity with…
Henrik H
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Dynamics CRM Share Cascade Behaviour during Parent change and ReParenting

Consider the following example in MS Dynamics CRM 2015, Parent Entity: Account, Child Entity: Note Relationship: Configurable cascading Assign - Cascade None Share - Cascade All Unshare - Cascade All Reparent - Cascade All Users User1 is on BU1…
Alex Hn.
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How to assign R/W ownership for two users/teams simultaneously

I am working on designing an approval system in CRM and need some inputs on the security design. The entity I am using has User/Team level R/W rights. The overall implementation is bit complex but to keep this question simple, consider the following…
Ashish
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Creating a security role to be able to only create roles and users without having system admin role

CRM 2015: I want to be able to create a role for local IT to be able to add user accounts and assign roles. Regarding the 'adding roles' portion, is it simple enough just to create a role for local IT to 'write' to 'security' roles in the'business…
J.S. Orris
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Dynamics CRM suppress record unavailable exception

Is there a way to suppress/handle the "Record Unavailable" exception using a plugin/JavaScript. When a user tries to open a record that no longer exists, I want implement a custom process to proceed. We are using Dynamics CRM 365. Thanks in advance
noobie
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