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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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Connecting/Authenticating to CRM Online from an Azure WCF service

I am looking to connect to CRM 2013 Online from a WCF webservice hosted on Azure. I have this working correctly on my dev box ( with the WCF service hosted in the Azure compute emulator),and can connect and retrieve data from CRM online with no…
Matt
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How do I get data from Dynamics CRM online in to my SQL server using SQL?

I can't believe that I have not yet found the answer to this question. All I want to know is where to start in terms of using SQL tools (queries or SSIS I assume) to query CRM online (2013) and bring data into a table. Is this even possible? I want…
Warren
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Best practice for an unchangeable form field where value can be copied (2011/2013 online)

I need to be able to display a case field (ticketnumber) on a case form such that The value cannot be changed by the user The value can be copied from the field (CTRL-C + right click/copy) Solution to work on all crm supported browsers Solution to…
keerz
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Dynamics CRM 2011 Error - parentid cannot be set to null While setting the value of entity reference

I want to write a Dynamics CRM 2011 (online) plugin that takes an address of a contact entity and creates a customeraddress entity from it. It should basically take the customeraddress with address number 1 and create a new identical customeraddress…
Arne
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Error when attempting to view a CRM Workflow - Error generating UiData

When attempting to view a Workflow in CRM I am getting the following error. Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=5.0.0.0, Culture=neutral,…
Campey
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CRM 2011 - E-mail snapshot of Dashboard to a particular user

I have a request of a customer who wants his dashboards to be send weekly/daily to him via E-mail (PDF or IMAGE). I have searched for hours to find a decent solution, but I can’t seem to find one. This should work on “CRM Online” and on “IFD”. I…
Freeetje
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Dynamics CRM 2011 - How do you debug a custom workflow using CRM online?

We are using the online version of CRM. I have created a custom workflow but I can't seem to locate anything that will tell me how to debug it. Everything I've read refers to copying the pdb file into the server bin/assemblies folder. Since we're…
Gary
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How to send approval email request in MS Dynamics CRM 2011

How to send Email approval request from Campaign form in Ms Dynamics CRM.
Vishnu
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Alert Message from a plugin in CRM 2011

I have a plugin registered on the Update of account fields. Whenever the user updates the parent account record,this Plugin updates all child contacts. The user would like to see a pop up (Confirmation) message stating "All child Contacts are about…
Jaya
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How to set textfield only with Month and year from calender in CRM

After selecting calendar in campaign form , I need to set text field only display Month/Year instead of Day/Month/Year. How can I do this? I attached a screen shot below: Here its Day/Month/Year, but I need Month/Year.
Vishnu
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how to set a link text while adding link in sitemap?

I was trying to add a link in the sitemap. you can see in following picture what I got after I import the customizations xml. how to change the name "Unknown3205" ??? I have added this following XML setting:
Tamal Kanti Dey
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Script strange behavior CRM online ru12

Microsoft Dynamics has been nothing but a charm to work with. MS Dynamics CRM is a really good technology but lately everything starts to ... sucks? Reading from many places i was aware that roll up 12 have some bugs, but i have one customer that…
Sebas Tian
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How to get team users from a team getting it from input

i'm trying to build my first WorkFlow that take from input a Team and get all the users inside this team and put them into the "TO" field of a CRM Email. My first Challenge is retrieve input Classes compatible. For example the classes:…
hello B
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How to determine authentication type?

I've created separate methods for authentication (one for on-line and one for on-premise). Right now, I'm letting the user select which method to use (and then provide the URL of organization service and the credentials). I'd like to automatize the…
user1675891
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How to save base64 file to the client using JavaScript?

I have the gotten a certain result from the Notes tab. The link you see inside the iframe is the name of the file. I have the DocumentBody from the annotation in some format that looks like base64. How do I download it? Thanks, Fabio
Fabio Milheiro
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