crm

What's the best CRM mod for DotNetNuke?

What's the best CRM mod for DotNetNuke? ...

Get CRM Popups to Refresh Opening Window

I am loading a Microsoft CRM 4.0 window from an Intranet page using window.open(...). When the window closes, I need it to programmatically press a button on the page that opened it. I can do this from my own form by getting the button (whose name is passed in the querystring) and executing its click method in JavaScript. I thought I c...

How to create Dynamic send port for MS CRM 3.0/4.0 in BizTalk 2006?

HI , I want to create a dynamic send port for MS CRM 3.0/4.0 adapter. but i didn't get how to create it? Also i didn't get any methods to set user name and password required to access CRM. CRM URL is : http://localhost:5555 User name: Administrator Password: password Orgname: MicrosoftCRM I installed MS CRM Adapter[Both for 3.0/4.0...

Free CRM for my website?

Searched hard but all I found was a page listing "commercial open source" CRMs, i.e. what you have to pay for. On the lookout for free CRMs so I don't have to build one! ...

Custom search in Dynamics CRM 4.0

I have a two related questions. First: I'm looking to do a full text search against a custom entity in Dynamics CRM 4.0. Has anyone done this before or know how to do it? I know that I can build QueryExpressions with the web service and sdk but can I do a full text search with boolean type syntax using this method? As far as I can tell...

How to avoid Parsing error: “Row is too long to import

I wrote my own C# code to do the data migration from .csv file to MS CRM 4.0 via CRM Webservices. Now when I tried to migrate data into the annotation entity's NoteText attribute, I got Parsing error: “Row is too long to import". The problem is the input text field contains more than 4000 characters and the parser doesn't like it. 4000 ...

How to programmatically create a Quick Campaign in MS Dynamics CRM

hi i trying to create a "quick campaign" in code, but i don't find a class to do that. I found the way to create a list and add users to that list. But i can't continue, because i don't know the way. Anybody can help me? Thank's Hola Estoy intentando crear una campaña expres, pero no encuetro la clase para hacerlo (o la manera). ...

How to send something from Dynamics CRM

I would like to develop a way for sending text messages (SMS) from Microsoft Dynamics CRM 4.0. For example: clicking a button will open a window where I can enter my message. Clicking send will send a request to the SOAP XML Web Service I'm working with containing the contact's cell number and my text. I also want to be able to install ...

Update Custom Entities in MS CRM 4.0 via Custom Workflow

I have created a custom entity in MS CRM 4.0 and am trying to update a couple of the attributes via a custom worflow in .Net. I have read through several of the forums and blog posts and am still confused on how to access the custom entity and update some of their attributes. I created a custom entity to replace how CRM was doing all...

Partylist in Microsoft Dynamics Crm 4.0

Is it possible to create an attribute of type Partylist in Microsoft Dynamics Crm 4.0? ...

DefaultCredentials in Accessing CRM / Sharepoint Web Services

Hi everyone, I made an application that access CRM's web service. The problem is, when I deployed the dll into Sharepoint server, it returned error 401 unauthorized. Apparently the System.Net.CredentialCache.DefaultCredentials didn't work (my suspicion). Here's the code. CrmSdk.CrmAuthenticationToken token = new CrmSdk.CrmAuthenticatio...

MS CRM Custom Workflow to access Project Server web service

I am trying to create a custom workflow in ms crm 4 so that when a task is completed it will take some of the attributes of the task and add an entry in project server on a timesheet. I am able to access the project server web services (PSI) and create a time sheet entry from a c# console app and I can do other custom workflows in crm no...

Synchronize InterAction Distribution lists with AD Distribution Lists

We have a need to allow users to be email directly to a mailing list defined in InterAction. It seems that InterAction provides the ability to create these mailing lists, but you are only able to mail to them from within the InterAction client (web and windows). What we really need is for there to be a way to send an email to "inte...

Best help-desk tool

What help-desk tool do you recommend? I'm working on a small service company, and they need a good tool for resolving custumer issues. I've been using Kayako Suite and we are not very satisfied. ...

error at calling custom web service from plugin

hi guys, I try to call my custom web service which deployed as part of CRM4 and receive the following error: Client found response content type of 'text/html; charset=utf-8', but expected 'text/xml'. The request failed with the error message: -- <html> <head> <title>No Microsoft Dynamics CRM user exists with the...

How to add and use a Web Service in Microsoft CRM 4.0?

I have my custom web service. I want to use it inside a "create account" form. I'm using the "RemoteCommand" js library to use it. But i can't reference my web service because "RemoteCommand" look for my web service in: "AppWebServices\MyService.asmx". How can I customize this path? Does exist any other way to integrate my web service in...

Create a Custom Document Library which contain Chromed View

i want to create chromed view from allitems.aspx which just view the main placeholder for the web part without any left menu, header etc. Then i will access this page from CRM using iframe url everytime i create new document library. as you know, document library has AllItems.aspx DispForm.aspx EditForm.aspx Upload.aspx webfldr.asp...

Disable Case Resolution Action on form load

I am trying to disable the ability to resolve a case in CRM unless a couple fields have data. I would like to gray out the case resolution action and was wondering if anyone knew how to do this on the form Load. Thanks! ...

Web-based groupware for small company?

Hello, I'm looking for an open-source, web-based solution to provide a small company with the following groupware features: - calendar/planner - contacts - emails - document management (let people work on MS/OpenOffice docs on a shared drive, and have the server update the list of available docs periodically) - log incoming phone calls ...

How can I link entities in a CRM 4.0 query using the web service and return columns from both?

I have a query that I need to execute against CRM. It is the equivalent of the following in SQL: SELECT A.*, B.* FROM Table1 A INNER JOIN Table2 B ON A.ID = B.ID I created a query and added a linkentity as follows: link.JoinOperator = JoinOperator.Inner; link.LinkFromEntityName = EntityName.new_Table1.ToString(); link.LinkFromAttribu...