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Questions tagged [dynamics-crm-2011]

Microsoft Dynamics CRM is a multi-lingual Customer Relationship Management software package developed by Microsoft. Out of the box, the product focuses mainly on Sales, Marketing, and Service (help desk) sectors, but Microsoft has been marketing Dynamics CRM as an XRM platform and has been encouraging partners to use its proprietary (.NET based) framework to customize it to meet many different demands.

Microsoft Dynamics CRM 2011 (version 5) is a major update of the Microsoft Dynamics CRM platform. Its key focus is sales, marketing, and service. However, it is highly customizable using both client-side JavaScript or server-side .NET code.

Dynamics CRM 2011 introduced a drastic update of the server-side as well as client-side API's.

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, or hosted by a Microsoft Partner. This flexibility lets companies change their deployment strategy as their business needs change whilst utilizing a single organization.

End-users access Microsoft CRM in one of three ways:

  • Via a web browser - The currently supported browsers include Internet Explorer 7.0 or later, FireFox, and Chrome (on Windows XP or later) and Safari (on Mac OS X 10.7 or later) and Chrome. Non-IE browsers require the installation of Rollup 12 which was released in Q1 2013 for online version and is planned for Q3 2013 for on-premise.
  • Using a native Microsoft Outlook plugin
  • Using a mobile device with Microsoft Dynamics CRM Mobile (MS-cloud hosted only) or third-party applications such as CWR Mobility

Questions asked about Microsoft Dynamics CRM 2011 typically include those around configuration, client-side customization (eg forms, views, charts & dashboards, etc), deployment, or server-side development (workflow assemblies, plugins etc).

Preceding versions

Succeeding versions

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Is it possible to call Dynamics CRM 2011 late-bound WCF Organization service without the SDK - straight customized binding?

I'm trying to implement a pure WCF scenario where I want to call Dynamics CRM WCF service without relying on the SDK helper classes. Basically, I would like to implement federated authentication against Dynamics CRM 2011 using only native WCF…
Maxime Labelle
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the common language runtime was unable to set the breakpoint

This is actually another part of this question. Error settings breakpoints but only on some lines while debugging I'm remote debugging a CRM 2011 plugin in vs 2010. I'n one of my source files I can set breakpoint all throughout the code except in a…
user1231231412
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Where does Microsoft Dynamics CRM store OptionSet values in SQL Server?

I'm doing a data migration in to Microsoft Dynamics CRM 2011 and need to perform reconciliations against the source to ensure that everything loaded successfully. To do this I am querying the SQL directly in SQL Server, but I can't seem to find…
Commander92
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Error" ...The OLE DB Source.Outputs[OLE DB Source Output].Columns[XXXXXXXX] on the non-error output has no corresponding output

Ive spent hours trying to fix this issue. For the column that's giving me the problem i am using a scalar-function in sql server to grab the name. The function is correct and works fine. I then use a stored procedure to use with ssis. The column…
J.S. Orris
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CRM 2011 Online Plugin Uploader to support CI

I'm involved in developing a sandboxed Microsoft Dynamics CRM 2011 Online plugin and have a set of tests that I can drive from a xUnit front end on my local machine given that I right-click the Package and select the Deploy option (and resort to…
Ruben Bartelink
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Can't access Microsoft.Xrm namespace

I've downloaded CRM Dynamics SDK and keep it in a local directory. In my code, I'm using EntityCollection (amongst other classes related to Xrm namespace), which means that I need to add using Microsoft.Xrm.Sdk;. The problem is that during…
Konrad Viltersten
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Dynamics CRM 2011 Bulk Update

Running Dynamics CRM 2011 rollout 3. Need to update millions of customer records periodically (delta updates). Using standard update (one by one) takes a few weeks. Also we don't want to touch the DB directly as it may break stuff in the future. Is…
Tedd Hansen
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php - access dynamics crm 2011 with web services

I have to access leads (create new lead and get the list) in crm 2011 through the web services. I already made an app in c#/asp.net(it works) but now i have to do it in php and i'm stuck. i try: https://code.google.com/p/php-dynamics-crm-2011/ but…
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Copy permissions / authentication to child threads...?

Here's something very weird I had noticed. I'm writing a CRM 2011 Silverlight extension and, well, all is fine on my local development instance. The application uses OData to communicate, and uses System.Threading.Tasks.Task a lot to perform all the…
MBender
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"EntityState must be set to null, Created (for Create message) or Changed (for Update message)" when attempting to update an entity in CRM 2011

I am using the following code to update an entity. Service.Update(_policy); where policy is a class generated using CrmSvcUtil.exe public partial class new_policy : Microsoft.Xrm.Sdk.Entity, System.ComponentModel.INotifyPropertyChanging,…
Neil
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CRM 2011 OrganizationServiceProxy vs OrganizationServiceContext

I am reading through the MS CRM 2011 SDK docs and see two ways for accessing entities: OrganizationServiceContext or OrganizationServiceProxy. Why would I choose one method over another? The SDK isn't really clear on design considerations on this…
John Livermore
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Getting an early-bound relationship

When I am linking annotations to a specific entity, rather than creating a relationship like so: var associateRequest = new AssociateRequest { Target = new EntityReference(SalesOrder.EntityLogicalName, salesOrderGuid), RelatedEntities = new…
Alex Gordon
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Business Units vs Teams in CRM 2011

I've been told a few times that Business Units in CRM 2011 are "tricky" and shouldn't be set up lightly since they have irreversible consequences for a CRM 2011 implementation. On the other hand, teams in CRM 2011 seem much more flexible in managing…
GuruJ
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CRM 2011: Getting entity with Javascript

I am working on some CRM 2011 Online customisations and I need to get an entity using javascript. The entity I need will be based on the ID value of another field (a Contact entity) - this Contact ID I can get fine. The entity I want is a custom…
musefan
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The provided URI scheme 'https' is invalid; expected 'http' when calling web service

I am trying to call a SharePoint web service from a CRM workflow using custom C# code. However when I run my code, I get the following error: The provided URI scheme 'https' is invalid; expected 'http'. Parameter name: via Here is the offending…
Scott
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