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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

561 questions
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Unable to see custom entity in Plugin Registration tool

I registered a plugin assembly using the SDK Plugin registration tool. I am trying to add a step but cant see any of my custom entities in the Primary Entity field. Am I missing something here? It is a trial instance of CRM Online and I am logging…
Mani
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CRM 2015 Custom workflow activity, getting error: The entity is read-only and the 'Id' property cannot be modified

I am having problems getting a custom workflow activity working. I have stripped it back to the most simple code: // TODO: Implement your custom Workflow business logic. // Get the context var xrmContext = new…
GrayDS
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Get systemjob id of current running system job (AsyncOperation Entity)

I'm writing a Dynamics CRM 2015 plugin, that is triggered by the sdk message step "assign of Task" and runs asynchronously. In Execute(IServiceProvider serviceProvider) method, I want to search for other currently running system jobs, using a…
D M
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Create DCRM Online Worklfow through web application

I want to create workflow in CRM 2015 Online through API or code. Please note I have my own Front end to do this. I followed this https://msdn.microsoft.com/en-in/library/gg328515(v=crm.7).aspx which says you can create custom workflow activity in…
Devang Zala
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How Dynamics CRM Ribbon changes are merged from multiple solutions

We have two development teams working on seperate modules of the dynamics crm in different solutions, team A develops customizations in solution A, exports a managed Solution A, this managed solution will be imported on team B's dynamics development…
erin c
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CrmServiceContext not loading relationship data with CRM 2015 Online

I am in process to convert/upgrade an application to use CRM 2015 Online instead of CRM 2011. But it is failing to load relationship data with connection using CRM 2015. However it is working with CRM 2011. I have created the Entity wrapper using…
user1211185
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Is there a way to embed an image directly in an Email template in Dynamics CRM 2015?

In CRM 2015 (on premise), I know you can insert images in emails/email templates by creating an HTML page with images that are hosted on the web and copy/pasting the HTML in the email/email template. The problem I have with that is customers who use…
JF Menard
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SSRS - Group by Date part of a datetime field , resulted from FetchXML query

I am new to Fetchxml and using MS CRM Dynamics 2015 On Premise to create SSRS report using Visual Studio 2012 My Fetchxml query returns me a Datetime column (CreatedOn)
Satty1
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Dynamics CRM workflow failing with infinite loop detection - but why?

I want to run a plug-in every 30 minutes, to poll an external system for changes. I am in CRM Online, so I don't have ready access to a scheduling engine. To run the plug-in, I have a 'trigger' entity with a timezone independent date- Updating the…
cseymr
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CRM 2015 Microsoft app xpathevaluator' is undefined

We are using crm 2015 and it is working without a problem. All code is executed correctly in IE and in Chrome. But when we try to use the crm app from Microsoft we get the error: 'xpathevaluator' is undefined. I think it is the xrmservicetoolkit…
el shorty
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Sorting chart by custom statuscode order

I'm using Dynamics CRM 2015 Online Update 1, trying to edit the XML of a chart containing the StatusCode of States, so I can change the order of the StatusCodes. The States are Open, Won, & Lost. Each of these States have StatusCodes as a sort of…
JHill
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CRM 2015 setValue() triggering onChange

I'm trying to use the built in setValue() funtion in CRM 2015 to change a field back to null if a confirm() command comes back as false. The field that triggers the confirm() is also the field I am trying to set to null. The code is as follows: if…
Jack Meek
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get a value from lookup field in crm 2015 using javascript

i can get the id of the contact but who i get the email of this contact ????? function getdata(){ var entityName, entityId, entityLabel, lookupFieldObject; // parentaccountid is the lookup field name that we try to reach its values …
user5493786
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How to access entity records if not in menu/sitemap?

Is there any way how to access records of an entity which is not visible in menu/sitemap? Or the only way how can I look at these records is to allow the entity to be visible in the sitemap?
mivra
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Filter lookup inside a Dialog- CRM 2015 Online

How can we filter a lookup that is in a page of the dialog process. E.g. I have a lookup to "incident" on Prompt and Response, I would like to filter it based on the value of a field in incident entity. I tried: Creating new views, also setting…
Rakesh
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