My comany is using MS Project to handle ERP. But after a quick search on internet, I found out MS Dynamics is the tool dedicated for ERP. So just wondering what's the difference between MS Dynamics and MS Project? ...
I am running this code (with names and security details obscured). When I do, I get 401 unauthorised. The credentials are that of the user on the hosted server. Is this possible against an IFD system? var token = new CrmAuthenticationToken(); token.AuthenticationType = 0; token.OrganizationName = "myorganisation"; C...
hi, can the webservices for micorsoft dynamics crm give me all informations that the system helds? that is : is all data held in these "entities" ``? Do you know a good tutorial or architectural overview of Microsofts Dynamics CRM ? yours Andy ...
I have a form with three fields that I'd like to populate based on three attributes of a different entity. What's the best way to do this? I tried this, based on stuff I found online: if (crmForm.all.new_name.DataValue == null) { return; } var sdk = new XrmDataContext(null, null); var id = crmForm.all.new_name.DataValue[0].id; var fetch...
i am normally developing either alone or with 2-3 other people. i handle almost all aspects of the business and development but as of current i am becoming overwhelmed with my client base. I need some system to help me out What i am looking for is something that i can: Use to manage my client contacts Per client, manage the goals of ...
Hi there, I am trying to create a dashboard for Dynamics CRM 4.0 using the telerik silverlight rad controls and charts. what is the easiest/fastest way to link my project to CRM? ...
Edited to add solution: changed to use the constructor that takes a Microsoft.Xrm.Client.CrmConnection rather that a String connection string and it works. I used the crmsvcutil.exe to generate the data context for our crm environment. When I try to initialize the connection. This line: public CSIDataContext(global::System.String n...
Hi I have created a new custom entity called Sports Leagues. Now i am wondering how to display/ accessible this under 'Extensions' tab on workplace? Thanks ...
I am trying to create a statement like report for invoices, I have it so far that it displays the invoice and the amount due and also the payment if it has been paid, I have all this in a table with the invoice on 1 line and the payments on another with them grouped. What i really what to achieve is to have them ordered by date and for i...
Hi I have an existing .net web application that creates Customer contact record in regular SQL Server Database. Now we are migrating to CRM. I am wondering from the .NET web application, what is the procedure to talk to CRM server and create a Contact record? Thanks ...
I'm trying to find out more information on a CRM for auto dealerships called called Higher Gear. Does anyone know where I can find out more technical information about this product? I'd like to know if it runs on a proper database or a proprietary database. I've already emailed their support staff and marketing staff, and I haven't h...
Hi, I am trying to display what each user has spend their time doing for the week(either internal or external work) but the time is all on the same column on the table, is it possible to split it into 2 different columns and still have it so that it only shows each user once not each time they entered time which could be multiple times ...
i created a button on a crm form' now when i click on it a i want to send some info to a function that been wrote in a c# and to do some calc by it, my q is how to use this func from crm onclick ...
Hi guys I am in a bad need for a project management tool structured the following way. A customer (company) has: - Projects A project has - Tasks and milestones. It has to be able to integrate with outlook, so when I email a customer I can see the correspondance in the project management tool. Does anybody know of a cheap so...
I have a quote entity that I want to delete, how do I do so after its state is set to closed? ...
Hi, I am wanting to create a custom history entity that will hold inactive records from another entity but am wanting to achieve this on 3 different entities. Is it possible to create an entity that say may have a iFrame which will show the entity and just display the view of only inactive records? Or do you know a better way to achie...
The older version of vtiger CRM had to ability to attach files that you have on your computer to an account or contact. When we updated to the new version I couldn't find this option. Did I miss it somewhere or is there a module that I can use the will provide a similar ability? I know about the ability to create documents within vtig...
Hi, i'd like to know how can get the user name and his password and use it when i set the crmservice connection CrmDiscoveryService disco = new CrmDiscoveryService(); disco.Url = "https://localhost/MSCRMServices/2007/SPLA/CrmDiscoveryService.asmx"; //Retrieve a list of available organizations from the CrmDiscoveryService Web service. ...
Hi, now i know that it has been problematic in the past, and i got the common error "could not load file or assembly Microsoft.Office.Interop.Excel" and i know there is no prob in the webservice but from crm it pops up tnx for the helper ...
Hello I would like some advice, links, etc on importing legacy data from an external system to SAP CRM 7.0 We are currently using a different SQL based CRM system and are moving to SAP CRM 7.0. I need to export all the SQL database data and feed it into SAP CRM 7.0. What tools are available to me or what can I do to accomplish this tas...