Microsoft Dynamics CRM is a multilingual Customer Relationship Management software package developed by Microsoft. It has built in support for Sales, Marketing and Service. It can be used as an xRM platform.

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Microsoft Dynamics CRM Estimating Dialog

My boss has recently tasked me with developing an estimating form in Dynamics CRM Online for use by his sales team. The idea is that his sales team can enter the parameters into a dialog and have ...
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How to access discovery.svc service, if it needs authorisation (MS Forefront)?

I have an URL like https://crm.xxxx.com/XRMServices/2011/Discovery.svc and I want to discover an organisation with my client. But if I open this URL in a browser window, I will get an authorisation ...
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Plugin to fetch the Email Attachment on “Create” plugin of Email Entity in CRM 2011

On creation of Email entity i am triggering a plugin. Primary Entity: email Message: Create Execution Mode: Synchronous Pipeline: POST-operation(MSCRM 2011 only) I have two problems: Problem 1: ...
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62 views

How can a non-licensed user interact with CRM?

I would like to build an event ticketing system in CRM 2011. The general idea is that CRM users and non-users alike need to be able to submit ticket requests for sporting events, which are then stored ...
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MS Dynamics CRM. View records shared with current user

I need to create a custom view for entity which will be displaying records of that entity shared with current user. I've read this post ...
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MS Dynamics CRM. Get users who current record shared with

I have a entity record which is shared with or more users. I would like to unshare this record when Deactivate it. I want to do that in Plugin. But I can't understand how to get all users from sharing ...
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How to avoid duplicate data while Importing for particular field in crm 2011

Is there possiblity to avoid duplicate data while Importing 100 or 200 records in CRM 2011 Thanks in Advance.
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Plugin Registration Tool source code

From version 5.0.13 the source code of Plugin Registration Tool is not available inside the CRM 2011 SDK (the executable is inside bin folder) Because Microsoft only hosts the latest version, the ...
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How to create a custom view showing older than X days (MS Dynamics)

I want to be able to see view that shows records 'older than X days'. There is an option for Older than X months but I need days. How do I solve this? I was thinking going through another field to ...
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Retrieve Activities of an entity in CRM 2011 using CRM sdk rest

I have used SDK Rest javascript that came with CRM SDK kit to retrieve attributes (fields) of crm entities, manipulate the same. For example I use this SDK rest javascript as follows in my web ...
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How to Add Read Receipt Button in Dynamics CRM Email Form 2011?

In CRM 2011 form i need to add "Read Receipt" Button in "Email" Entity.When I check the "Fields" under the Email Entity the read Receipt button is available. But I trying to Add this Field in Form ...
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MS Dynamics CRM. Workflow update record

I have workflow that updates entity record after checking condition. Everything works well. But... For example workflow's owner is User1 and i try to modify the record with User2. I thought field ...
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Entity having different relation with different security roles?

I have two security roles ProjectLead and Developer ; also I have one custom entity named Project. Is it possible that ProjectLead and Project have 1:N relation(one ProjectLead can work in more than ...
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how to send email with account list via in CRM 2011 online

I have a new entity that has a field “DateOfExpired” . This entity has many:1 relation with account entity. What I would like to do is that if DateOfExpired remains less than 30 days of today I will ...
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How to define workflow to send mail on particular date?

I have the "Status of Mailer","E-mail" fields on leads screen.I need to send mail after seven days for the particular mail address(Which is avail in Email field) after the "Status of Mailer" field ...

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