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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
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Redirect to Dynamic CRM Main page

I'm developing a Dynamic CRM custom online authentication login. I'm able to retrieve the logged user information now i want to redirect the logged user to the CRM page. below is what I've got. // Now make an SDK call with the organization service…
chamara
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How to customize Textbox in CRM 2011?

I need to create or customize the textbox in CRM 2011.If i enter the text in that text box it will show the link,which means to create the text box with link.like this, How to do this?Thanks in advance
V.V
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How to assign lead to campaigns in crm 2011

I have about 10 leads and 10 campaigns , now how to assign leads to campaigns in CRM 2011 and to generate report.. How to do this assignment . Thanks in advance.
Vishnu
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Error: user does not have sufficient privileges to be assigned

I have three custom entities; Project, ProjectStageExternal and ProjectStageInternal,I have added a workflow which will create ProjectStageInternal and ProjectStageExternal records when admin creates a Project record. Now I have a security roll…
Tamal Kanti Dey
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Automatically create record while creating a entity record

I have a project entity and a projectStages entity. I want, when a project record will be created automatically projectStages entities will be created for each stages.Till now I was doing it using plugin. Just wanted to know if there is any…
Tamal Kanti Dey
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How to add button in particular form using Ribbon Workbench in CRM

I need to add Button in particular form using Ribbon workbench in CRM so how to do this? Screen shot is show below , when i click campaign in navigation pane , i need "Add to Campaign" button in Ribbon. But i am not getting "Add to Campaign"…
Vishnu
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How to add value to a field from another lookup field?

I have a custom entity Partnership in which I have one lookup field contacts. now I want to add the name field value of the partnership from contact fullname in time of creation of Partnership. is it possible with the help of pre-existing…
Tamal Kanti Dey
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Disable status reson in campaign Form in CRM2011

How to Disable the status reason control when the status is "Approved" which is in campaign in the Microsoft Dynamics CRM?How to Write the Workflow?
V.V
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Get back from the Assigned Campaign to my campaign Area

I Create and assign one campaign to another Team-mate in "wait for approval".IF my team-mate is "Approved" that assigned campaign.At that time how to i get back that same campaign to my campaign area with approved status in CRM 2011.How to Do this…
V.V
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What is workflow in CRM2011 For sending mails after getting Approved?

I create one campaign with the "Sending for approval" status. Then i moved to approved authority persons through the assign records via workflow. He open that Campaign and approved that particular record's status. My question is how to get that…
V.V
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Customize Campaign Form in Microsoft Dynamics CRM 2011?

I need to customize the Campaign Form in Microsoft Dynamis CRM .In this Form I need to customize the calender of Fiscal Year.it dispalys mm/dd/yyy format ..and i need to customize MM/YYYY Fromat.How to do this?
V.V
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Telephone number on Associated Contacts are not being Updated-CRM 2011 Online

I am trying to update the telephone number on all associated contacts of an account entity. the following is the code that i have used, public class Plugin:IPlugin { public void Execute(IServiceProvider serviceProvider) { …
Jaya
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How to get web resource content?

My requirement is when selection of a web resource one HTML page should appear with the content of that web resource. So I thought I will add a plugin which will get the content of a web resource and dynamically create a HTML page. now the problems…
Tamal Kanti Dey
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Dynamics CRM 2011

I am new to Dynamics CRM 2011 Online. I am try to generate the data context class using CrmSvcUtil.exe This is my command: CrmSvcUtil.exe…
user2086369
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Change Contract State From Active To Draft

I was trying to set a contract state from Active to Draft using the code below: SetStateRequest setState = new SetStateRequest(); setState.EntityMoniker = new EntityReference(); setState.EntityMoniker.Id = contractId; setState.EntityMoniker.Name =…
A Robben
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