MS CRM Dynamics 4.0 incorporates the MS WF engine. The built in designer allows the creation of sequential workflows whos activities have native access to CRM entities. Is it possible to: Create a state machine workflow outside of CRM (i.e. in visual studio) and import it into CRM? Have this workflow access the CRM entities? ...
Hey all I'm customizing a SugarCRM 5, and in my SugarCRM database I've all invoices, which were imported from our ERP. Now, I would like to know if it is possible to create a new Sub panel in the Accounts Panel without editing the original SugarCRM files, so that my client invoices index are visible in that interface. Thanks ...
Does anyone know of a simple social network type of site that can be easily customised? It should suck, but in the sense the blosxom sucks in this article: http://www.plover.com/blog/oops/blosxom-sux.html I.e. take the "Worse-is-Better" approach, and try to cover most of the main features, more or less, while keeping the implementation...
Has anyone ever integrated an external web application with Siebel On-Premise CRM? Note that I'm not talking about Siebel On-Demand SaaS, but their behind-the-firewall product. Specifically, I'm trying to achieve two-way synchronization of CRM objects (contacts, accounts, sales opportunities) between my web application and a customer'...
Hi, i've been working on Provision of an organization for quite a few days , and had faced few issues which i was successful in resolving them.Let me explain abt the issues i faced, the MSCrmServices is a process that is running under the Network Service. When I call the 'Execute' method on the service from a console application all ac...
Hi I'm working on a MS CRM server for a project at my university. What I'm trying to do is to let the user of the CRM to tag some contacts, I thought of creating an entity to archive the tags an to create an N:N relationship between the tag entity and the contact one. I've created and published the new entity and the relationship, but I...
What PHP based open source CRM is best to use for a small scale company? ...
Hi I'm working on customizing a Microsoft Dynamics CRM (4.0) system for my university as a thesis. My teacher would like to know if it is possible to implement a ticketing system in the CRM so that the users (not the clients) could generate a trouble ticket. For example if their computer doesn't work properly. I had a look around the int...
I would like to write a plug-in that will allow a custom written CRM to read and write to their local Outlook client. I know that this poses a security concern. But, my clients are asking that their CRM "be connected" to Outlook. They would like to be able to do the following: A) When a contact sends them an email (reply or free stan...
We have an offer to develop a CRM, but we have only two months. We have team of 3 or 4 programmers (2 are experienced and 2 are good prorammers). Should we accept the offer? AND Is there any good opensource i.e. free CRM or ERP system? (written in java) with which we won't start from scratch? ...
I apologize if this is slightly off-topic. I'm hoping to find a software-as-a-service CRM system that can be easily integrated with our custom user management application. Fundamentally, we have user our own accounts and provide services to these registered users; frequently, we have email conversations with people that own these accou...
I would like to know about your experience with Microsoft Dynamics CRM. Strengths, weak points. How good are its features. How hard is to develop some funcionality? How it is perceived by its customers and potential clients? Whatever you think I should know. Please refer to the version you hae work with as it seems to be a lot of r...
I am connecting to CRM with the intention of retrieving a list of picklist values. On my development machine I am working under my own login name and all works fine. On the test server, the code executes under the NETWORK SERVICE account. When it connects to the CRM web service everything is great. When it connects to the metadata servic...
Hey there I am trying to create a new contact using Dynamic Entity. The sample i found in CRM SDK had this code. // Set the properties of the contact using property objects. StringProperty firstname = new StringProperty(); firstname.Name = "firstname"; firstname.Value = "Jesper"; StringProperty lastname...
I would like to do the following: when a Sales person assigns a custom entity (let's call it 'Primary Expertise') to an Opportunity in MS CRM 4.0, the system would share the Opportunity with the user that is defined as the Owner of the associated 'Primary Expertise' record. I would like to do it automatically via workflow but cannot fi...
Hi, I need to develop a CRM system which will allow users to have a local copy of the DB which can then be synched with the main server system. The idea is that a sales team can travel to non-internet enabled areas and still operate with relatively up to date information and then synch up when they get back to the office. Ive never don...
Hello there. I am looking for a solution to my problem. Is there a way to grab the value of the queue that a user assigns a case to on the case form. I would like to add the queue name to a custom attribute for further use during the save. I am using CRM 4 enterprise Thanks J ...
Javascript I have code that will hide various sections in a MS CRM form based on the value of a Picklist. The code executes in the onChange event of the Picklist. It hides the section by referencing a field in the section and then navigating up the DOM using the ParentElement syntax, as such: crmForm.all.fieldName.parentElement.paren...
Can anyone suggest extensible (open source?) web software for generating sales quotes and managing inventory (and possibly other erp/crm functions) that would work well for an equipment rental business? For example, it would need a UI for scheduling the geographic movement of inventory over time. Integration with shipping would be a plus...
Using the CRM views, is there a way to retrieve a list of all of the activities linked to a specific account? I want it to retrieve not only those associated with the account directly, but also those associated with the account's contacts, cases, etc. I am trying to replicate the list generated when you click the Activities option from ...