crm

Microsoft Dynamics CRM 4 custom entity form onload event not firing

We have a problem with the onload event of the form for a custom entity not firing. The form did work correctly for a period but recently has stopped working. Now none of the code in the event is executed when the form is opened - either when creating a new instance of the entity or when opening an existing one. The code does however ...

Linking activities to an account in CRM 4.0

I am developing an application using the CRM 4.0 web service interface and need to programatically create a phone call record and link it to an account record. I can see how to create the records but I am not sure how to link the phone call to the account. Any help would be much appreciated. Thanks Nigel ...

How can I have a Time field in Dynamics CRM 4.0?

I know nothing about CRM but have been asked to add some fields to a form. One of these is for a time but with no date element. How can I do this? ...

CRM software for freelancer programmer

Do you know of a CRM software suitable for freelancer programmer? I have a number of customers, every once and then they send me a bug report or feature request. The status of the issues is kept in email conversations. I would like a CRM that could help me manage all this. Preferably web based (and friendly) so I can tell them to open ...

How do I connect to a CRM IFD web service?

I have taken the code from the SDK and made just one modification to set the authentication type but when I try to connect I get an "Unauthorized" error. My code is: // Set up the CRM Service. CrmAuthenticationToken token = new CrmAuthenticationToken(); token.AuthenticationType = 2; token.OrganizationName = "TESTCRM"; CrmService serv...

How do I create a web page in CRM that talks the web service for both IFD and On-premise?

We have three servers that all share the same database. One server is internet facing. I have a web page in an IFRAME in CRM that talks to the CRM web service using the standard method of connecting for on-premise. When this IFRAME is displayed through the IFD with users logged in through the forms authentication element, you are asked ...

Single centralized or seperated log table for modules ?

Hi All I am designing intranet system for medium business. Should i keep single log table for all modules or make it separate ? Audit log keeps all admin/staff activities(create, update, delete objects) and the log structure is universal for any kind of module. And also is it good idea if i pull report based on log records ? My log tabl...

How do I publish a Dynamics CRM4 plug-in with multiple assemblies?

My plugin DLL is really simple but references fifteen or so other DLLs. How do I register this? ...

CRM view in a iframe now opens in a new window, why?

It has worked for over a year and started opening in a new window. I am not aware of anything changing. I made it following the guide at Stunnware. The code in the page is: <html> <head/> <body class='stage' onload='resultRender.submit()'> <FORM id='resultRender' method='post' action='/ALI/AdvancedFind/fetchData.aspx' target='resultF...

Auto generated numbering in CRM Opportunity

Hi All, Suppose I add one field called Acc Code in Account. In this field, user can manually input 2 digits of alphabets. Example: user create Account with Name "Successful Company Pty Ltd" and user manually inputs the Acc Code with "SC". user create another Account with Name "Another Company Pty Ltd" and user inputs the Acc Code with "...

MS Dynamics CRM - database GUIDs

I was using the SDK for CRM, and printed out the PK on a bunch of instances of one of our entities. I repeated it with the database's filtered views, and got the same answer: 1a6c691d-391a-de11-8b0e-0050568407cb bd7b0ff0-391a-de11-8b0e-0050568407cb ed272bfe-391a-de11-8b0e-0050568407cb ... and so on ... These don't app...

CRM: Create instance of an entity with a particular GUID

Using the Dynamics CRM I'm trying to create an instance of an entity. I would like to manually set the GUID, but if I had the attribute that is the primary key to the DynamicEntity, I get "Service could not process request" back. I am building a DynamicEntity, and setting the [entityname]id attribute causes the request to fail. It's mov...

Scheduled Tasks/plugin on CRM 4.0.

Is it possible to schedule pulgin on CRM. I ‘m trying to create a reminder task activity for an opportunity entity if no there has been no activities in the last week. I would like this to run every week. Thanks in Advance. ...

Count Activities from an opportunity

I have a workflow on an opportunity. I am trying to count the number activities from the opportunity workflow. And use this count on condition within the workflow. ...

Are required fields forced when updating while consuming CrmService?

MSCRM 4.0 When writing plugins, I have assumed that the required fields will always exist either in the Target image or the PreImage image. But recently when coding an external application that consumes the CrmService, I realised that the service will allow a business entity (or dynamic entity) to be created using the 'Create' method, e...

Add special characters (html encoded) in CRM Dynamics 4.0 SiteMap file

I would like to know if this is possible to add special character into the CRM (4.0) SiteMap entity (SiteMap XML files). I mean when we modify the menu located on the left I would like to have some HTML encoded character. By example or some other special characters. I tried to do the following: <Area Id="MyArea" Icon="/_imgs/resourcec...

Installing the SSRS Data Connector for CRM4

Hi, I'm trying to install the SSRS data connector for my CRM4 implementation. I'm using the method described here: http://support.microsoft.com/kb/947060 (Method 2) but keep getting the same error message: Unable to validate SQL Server Reporting Services Report Server installation. Please check that it is correctly installed on the loc...

Microsoft Dynamic CRM integration SharePoint

Have any of you done a MS CRM 4.0 and Sharepoint integration. Any Pointers? I am new both the CRM and SharePoint. After a little more research, Id like to refine my question. I basically want to use IFRAME to add a sharepoint tab that will show the sharepoint page that I have created. Any hints on how to do that? Also how would I get...

Does MSCRM web-service support database transactions?

One would assume with any web-based data application that database transactions would be an integral part of the design. Looking around at CrmService, I can't find anything that suggests that transactional 'CRUD's are available. Is it the case that this is not supported/implemented in MSCRM? If it is, and i have missed it, could someone ...

No data in Simple SQL Server 2005 Analysis Services Cube (Analytics Accelerator for Microsoft Dynamics CRM 4.0)

I installed, deployed & processed the cube on my CRM system as discussed in the documentation. At no point in this process do I receive any error. From within the Visual Studio Microsoft CRM MSCRM data source view, I can open the tables & run the queries to see data. The problem arises when I try to browse the cube. I have plenty of d...