I'm looking for some software that will allow me to do the following: I don't need anything fancy, just basic information, back and forth dated comments, etc. No payment integration, or file handling. Thought I'd ask before I write my own ...
I’m about right a workflow in CRM that calls itself every day. This is a recursive workflow. It will run on half a million entities each day and deactive the record if it was not been upodated in the past 3 days. I’m worried about performance has anyone else done this. ...
Hello I created a workflow for my custom entity which will notify me 2 weeks before the expiration date of my product. I realised that not only the wait condition but even the "Send Email" not working. When I am going to System Jobs show their status as "Waiting". Any ideas guys? ...
I am using SSRS reports in MS Crm 4.0 I have two datetime parameters in my report. They are fine until someone type in an invalid format, e.g. 9/30/2008 or 40/09/2008 or random text. It logs an Error in the event log but my manager doesn’t want to see it. Now, just wondering how to do a client side validation and stop the report gets e...
Hi, I am very new to Dynamics. I'm trying to figure out if I can use dynamics to create sub-types of the contact entity which have all the common attributes and relationships of the contact entity but each has their own specific attributes as well. I am thinking about this in an object oriented frame of mind but cannot see how this cou...
Is there a way to see users that have certain security role assigned? I'm looking for a hint that I missed something or a tool. ...
This is probably one of those questions with an obvious answer, but when I customize a form in CRM it appears in a pop-up without toolbars. How can I enable the IE toolbar so that it will enable me to easily determine the html elements I need to manipulate in the Javascript? I'm using IE7 by the way. Cheers, Peter. ...
Hi I want to set up Microsoft Dynamics CRM to monitor a single mailbox using pop3 and then have any mails in that mailbox added as email activities to a queue in CRM. I have set up the pop3 mail box and I know that it works. I have set up the email router with an incoming profile for the mailbox. I have a queue called "inbound" in CRM...
Is it possible to have a plugin or workflow change the properties off a word document when it’s uploaded to an entities notes. For example, add the GUID of the letter activity to the word document attached to it? Thanks for your help in advanced. ...
Hi How would you suggest working with files that is stored on the note of a entity in Crm. Could you write a generic method that will enable you to access any type of file? Or would it be better to have a method for dealing with each type of file? For example, we are going to be saving a mix of swf files and xml files on the entity, ...
We have a custom CRM solution that among several things handles our call-center. That is, each call-center operator gets a queue of people (potential customers) to call based on a number of configurable rules. For example, certain operators only handle certain types of users. Call queues are ordered by call-time taking timezones into acc...
Hi, I'm currently developing a set of reports for Microsoft CRM. I'm using Visual Studio 2005 to create and design the RDL files from my local development machine which sits on a different network from the client. I have access to the CRM database through VPN and by using a SQL Server user logon which is not an Active Directory user set...
I've inherited an implementation of MS CRM 3.0 where individual contacts are each assigned to a particular "distributor." Unfortunately, distributors are not defined as any sort of entity. Instead, the contact form was modified to include extra fields that contain the distributor name and address. Up till now, each time the distribu...
I've managed to create a subscription for some of the standard CRM reports. I've basically followed this article: link text The remaining question I have is how do I set up each SSRS subscription to change the default filter options? I can set the report parameters but as each subscription is to provide information based on a defau...
I have some clients that I'd like to put into Microsoft CRM (3.0 Dynamics). These people are already in a small Active Directory group for access to a couple of internal applications. Is there a way to add these people to CRM and pull/push the contact data from Active Directory, so I'm not creating a second repository of information th...
Hi all, I'm currently using Microsoft CRM4 Mail merge function, which stores Word files as XML files inside CRM. My client has a requirement to prompt the user for more information (not found in CRM) upon mail merging. Previously, we used the Word 'FILLIN' commands, but it does not work with CRM mail merge as it only prompts the use...
Does anyone have sample code to add a new user to CRM 4.0 using sdk? ...
We are developing workflow to change properties in Word documents that have been saved against letter activities created by mail merge, and would prefer to code against Office 2007 for simplicity, and to save having to recode in the future. Any ideas? ...
Not much to add, the topic says it all. Crm Free PHP OpenID Mysql Oh, it would be nice if it was for php5 with a decent Template support. ...