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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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I want to create an Array with For loop to hide multiple fields in CRM MS

i want to use an array that contains all the fields and it will be hidden and use for loop to do it. Inside the CRM MS i don't know how. function hideShowPicklist(executionContext) { var RequiredField = GetAttributeValue(executionContext,…
Abeer Abdualaziz
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Automatically assign records after 1 day in MS Dynamics CRM

I would like to implement a functionality in MS CRM- When a user changes a department, record owned by him should be automatically assigned to department owner after 1 day. How to achieve this functionality in Microsoft Dynamics CRM ? By some plugin…
Ravi
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passing value from product to price list item crm2015

I have custom field called total ("new_test_total")and the field is calculated from two other field and I want to pass these total to the price list item amount what I have been done so far I created another custom field called test and make these…
Ahmed Mehany
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1 answer

How to retrieve Dynamics Sales data using REST API?

I am integrating my application with Dynamics. Now, I want to retrieve the data from the Dynamics Sales such as customer,products and order list from the sales organization. I didn't find any web-api. Note : Done with the authorization
Srikanth Bonagiri
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2 answers

Microsoft Crm 4.0 On Premise to Microsoft Crm 2011 On Demand Migration

I am moving a system from Microsoft Crm 4.0 On Premise to Microsoft Crm 2011 On Demand (hosted). What is the best way to migrate all of the data? Is there a data mapping built in for that or any tool recommendations?
Chad
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1 answer

Auto Number field

I want to create autonumber plugin on account entity. cases are if account name = Morgan Stanely then account number = MORG00001 and if account name = Morgan Motor then account number = MORG00002 and if account name is ABC Tech then account number…
vidhi
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Retrieve the Guid of the record and creating new record in Dynamics CRM

I want to create new opportunity record in CRM. Opportunity record will get created based on this condition. It will compare account in CRM with organization in pipedrive. If matching Name is found then it will directly create opportunity else it…
vidhi
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2 answers

MS CRM 2011 CSV import (programatically)

How do I do that? I need to import (and map) a CSV file to a custom entity in CRM 2011. I am running an on-premise instance of CRM 2011 and need to use the late bound entities approach. I have already tried following this example: Export and import…
Marek Sagan
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2 answers

create Advanced and Custom Dynamics CRM online report

I know how to create the report using ADVANCED FIND but I want to create a Custom Report in CRM online using fetchxml.
akshay pattar
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1 answer

Read .dat file using SSIS and store the data in various tables

I need to read the .dat file (each row contains different columns) and insert into SQL Server Database Tables (insert parent (2nd row and few more rows based on first column value) and then remaining child records). Please suggest the solution.…
Mohan
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1 answer

An unmanaged Solution can be published as a managed Solution

Can you explain to me what it means : An unmanaged Solution can be published as a managed Solution Thanks in advance,
toto1999
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1 answer

CRM Online Error Meassage when uploading SSRS Report

I have modified SSRS report for CRM online, and used some expressions code . after uploading it shows this error message. after searching, Microsoft sayas that this is related to RDLSandbox expression limitation. what is the resolution to make…
Aboud
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1 answer

Get attribute names are in the main form of entity in dynamics CRM using javascript

I want to fetch logical name of attributes are in main form of account entity from systemform entity using javascript.And also Want to save that names in array or list. Please Suggest me proper query and how to get name of each attribute from…
chhaya_patel
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Get field name which is related to contact from each entity in dynamics crm using c#

I have one function which gets data as per module name related contacts. Code: if (modulename == "lead" || modulename == "opportunity") { contactfield= "parentcontactid"; } else if (modulename == "salesorder" || modulename == "quote" ||…
chhaya_patel
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Add document sharepoint using web service Microsoft Dynamics CRM

I have an account entity in my Microsoft Dynamics CRM and the every account I have folder in Sharepoint which contains documents of this account I want to create app on c# using Web Services CRM IOrganizationService to Add Documents in…
said-ipman
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