I have this code that works in a unit test but doesn't work when executed in the context of a plugin. What the code does is try to create a lead by calling the crm4 webservice. When the plugin executes I get the following exception: "HTTP status 401: Unauthorized" This is the code that initialises an instance of the webservice CrmAuth...
Hi, I have a custom entity in Microsoft CRM (4.0). The user has to input records however usually they have a batch of 20+ records that are almost the same apart from 2 or 3 fields which need changing. I know I need to write some custom code to enable this functionally. However can anyone recommend any methods to do this. Ideally ther...
We need to have a semi complex report in CRM that displays some accumulated lead values. The only way I see this report working is writing a stored procedure that creates a couple of temporary tables and calculates/accumulates data utilizing cursors. Then is the issue of getting the data from the stored procedure to be accessible from ...
What I want is a SIP softphone that can run on Linux and popup browser window on incoming calls, like: http://www.mycrm.com/contact?phone=#detected_phone_number# ...
What is your experience with ADempiere CRM? The demos and docs are good; what are you experiences in developing and customizing with it? Is there a reason to go with Compiere CRM instead? ...
We are (barely a) startup looking for one or more open-source and web-based applications for (1) sales and CRM and (2) enterprise content management (ECM) and web sites. The idea is to have a content system/repository to manage detailed records of products, handle knowledge management, and use this data to power one or many sites or blog...
The Article entity in MS Dynamics CRM 4.0 doesn't appear to be customizable. Is there any way to add some columns to the view that shows the list of article (without doing an Advanced Find)? I'd like to see the Created By and Created On attributes in there. ...
I'm customising Dynamics CRM 4 and would like to modify the Form for the Case entity to add some JavaScript to the onchange event for the Knowledge Base Article lookup field (kbarticleid_ledit). However, when I click Change Properties for that field I get an error message: This field belongs to a locked section and cannot have its prope...
Dynamics CRM Workflow updating closed letter after Mail MergeZones: Microsoft Dynamics, CRM Software I have created a new entity (Fund Member) to create a many to many relationship between Contact and a new entity called Fund. Users will be running mail merges from this entity either via Advanced find, or associated views from the Con...
We have a Dynamics CRM 4.0 instance with some custom attributes of type "money" on the Case entity and on all Activity entities (Email, Phone Call, etc.) When I use the built-in "Convert Activity to Case" functionality I find that the resulting Case does not have a Currency set, even if the Activity it was created from does have it. When...
I've got an instance of Dynamics CRM 4.0 with some weird errors. If I close a Case and then try to reactivate it I get the error "The object cannot be updated because it is read-only". This is simple, built-in CRM functionality that works fine on other instances. I get the same error if I try to convert a Quote to an Order - I believe it...
Hi, I have an application that runs on a server and uses SQL server 2005. If I wanted to make this application integratable with other systems such as a CRM, what would be the best strategy? My idea was to create a public Web Service with authentication...does this sound like the right approach? Any idea's would be appreciated. ...
I'm customizing MS Dynamics CRM 4 and I have some JScript running on the form for Phone Call, E-mail, Letter, etc. How do I check in JScript whether the Activity is open or closed? It should be really simple, but I can't seem to find it. ...
Hi, Just started testing Zoho Crm as a CRM solution for our company. Someone asked for a Google map on the page showing our upcoming engagements.I know Zoho provides an API that allows accessing its data from the outside, but I actually need to integrate the map on the data-entry form.If anyone could provide a pointer to any mashup with ...
I am writing an add-in for outlook 2003 which has crm outlook client installed. My requirement now is whenever we want to add a new contact we have to open up our CRM Contact page rather than the contact page of outlook. How to accomplish this? Any ideas. ...
Our business is looking to automating Dynamics CRM hosting. We've been looking at the options. At the moment, it seems like HMC/MPS would be useful. However, from the looks of it, the frameworks are nearing end of life and are also. HMC/MPS also seems to be based around exchange. Would it make sense to use HMC/MPS to provision CRM or is...
Our client wants to transfer all the data in the Production CRM 4.0 database and use it in UAT. What is the best way to transfer the data over. ...
Looking for differences between Oracle's Siebel CRM On Demand and salesforce.com CRM Actually looking for points favouring the Siebel OD CRM Tried googling and bing-ing it but found old stale information from around 3-4 yrs back, so any links to updated information will also be appreciated deeply. And while we are on the subject, how ...
Hi all, I am looking for a solution on the following issue. Any suggestions will be very welcomed! Thank you in advance. Background: We just upgraded MS Crm 3 to Crm 4 Question: Every time when a user tries to save a new record or an update of a record. A warning will be logged into Event Viewer --> Application. It happens to all ent...
I have created a custom workflow activity in CRM that creates a task. The workflow is attached to an a opportunity. When I create my task I would like to set the “regardingobjectid” to the guid of the related opportunity. ICrmService crmService = context.CreateCrmService(); task entity = new task(); entity.subjec...