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Questions tagged [dynamics-crm-online]

Microsoft Dynamics CRM Online is a Customer Relationship Management software package developed by Microsoft Corporation. It was offered under this name between December 2007 and September 2018 (version number 4 until version number 8.1), before it was integrated into the Dynamics 365 product family and marketed as Dynamics 365 for Customer Engagement (for questions regarding this more recent product, please see the related tag).

Useful Links:

  1. Online vs Onpremise - FAQ
  2. Dynamics CRM Online - Licensing & Pricing guide
  3. Dynamics CRM Online and Dynamics 365 build versions
  4. Microsoft announces branding switch from CRM Online to 365 for Customer Engagement
1206 questions
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Not able to fetch "Name" of lookup fields of Link-Entity (Web API + FetchXml)

I have some fetchXml that I am executing through the Dynamics CRM Web API. THe fetchXml query is constructed like so: …
jmsims2
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Microsoft Dynamics CRM Online 2016: Cannot set task/phonecall statecode to 'Completed'

When using the Microsoft Dynamics CRM Online 2016 OData API, I ran into a problem creating a task/phonecall with statecode equal to completed. Problem Description: create a phone call entity with statecode=1 (Completed) …
xihan
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How can I convert an Unmanaged solution into Managed solution?

I have a solution file (.zip) which contains an unmanaged solution from our supplier. I also have an access of the instance of the supplier's CRM instance, but that instance doesn't show up the solution in the list as it is unmanaged one, and hence…
Nirman
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Report on how many have been converted from an unqualified to a qualified lead

I am very new to CRM development; I would appreciate if anyone can help me to create below report in Micosoft CRM online. “A report to Report on how many have been converted from an unqualified to a qualified lead in the past week” Is this…
zeynab
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Dynamics CRM SDK Context.SaveChanges permission error

I have looked around a lot of MS Dynamics CRM blogs and SO questions and tried all the solutions but they haven't worked. The problem I am facing is as follows: I am trying to loop through an excel file with company names and company type. I then…
F Nadeem
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How to Fix Errors for ActivityFeeds.UI.js?

Every now and then I get an error in CRM 2015 online: The error occurs in https://server.crm.dynamics.com/%7B635987670810004466%7D/WebResources/msdyn_/ActivityFeeds.UI.js?ver=1428721370 If I Look at the $$t_7 variable, all properties are null,…
Daryl
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How to setup an MVC website to use the same SSO as CRM Online, so that it can be IFramed?

Currently using CRM Online w/ a Single Sign On for AD Authentication. I need to create an Asp.Net MVC site that I iFrame into CRM, but I want it to utilize the same SSO so if the user is "signed into" CRM, the iFrame'd page will utilize the same…
Daryl
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How to force exchange rate in sales order

We are doing a migration of sales orders from an old system to Dynamics CRM online. In the old system we have one amount in one currency and other amount in base currency(USD). The ratio between those two is the exchange rate that was valid in time…
mivra
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How do I include registered steps when deploying CRM 2015 plugins?

We're building a .NET plugin for Microsoft Dynamics CRM 2015. Our deployment pipeline looks like this: Compile, ilmerge and sign the plugin assembly Use the PluginRegistration.exe tool from the CRM2015 SDK to register the signed plugin DLL and…
Dylan Beattie
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OpenIDConnect Azure Website hosted in an iFrame within Dynamics CRM Online

I'm trying to get the OpenIDConnect Azure sample from here working within an iFrame in CRM. I've deployed to Azure where login works fine when hitting the site directly. When I access the site via an iFrame in CRM Online it's displayed fine but…
Darren Lewis
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If I uninstall a managed CRM solution, what happens to the entity data?

If I uninstall a managed CRM solution, what happens to the entity data? ... assuming the solution has a custom entity in it? Similarly, if I install an updated managed solution, then revert by installing the original managed solution .. what happens…
SteveC
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CRM 2015 OnLine - Request for the permission SecurityPermission failed

I'm trying to generate a PDF in memory to send it to a WS. This PDF should be created in memory (Stream) and in the Microsoft CRM "cloud" in a plugin code. Is this possible? In the plugin (already coded and deployed) I have this lines, the 3th…
demian
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Setting URL of an HTML Web Resource in Microsoft CRM 2011

I have placed an HTML Web Resource on my CRM Contact Form and I want to dynamically change the URL of this HTML Web Resource. How can I set the URL of this HTML Web Resource using jScript's XRM properties? Basically I am looking for something like…
Ashish
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How can I get all the activities for an account?

I have a program that I have written that gets the data from Dynamics CRM 2013 online. But I am running into one issue where a query to get the activities for an account only returns a subset instead of all the activities. The query expression is…
user1575248
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MS CRM 2013 Online web services authentication from iframe and impersonation (OAuth?)

We have an ASP.NET MVC 4 application that runs inside an iframe in MS CRM 2013. The web application uses the MS CRM web services (Organization web service) to retrieve and save data. To do so, it needs to authenticate. For on-premises we are using…
enoch_wallace
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