For integration purposes our users in Dynamics CRM need to have the same GUIDs as in the rest of our environment (several custom web apps built on ASP.NET and SQL Server 2005). But when we try to create a new Dynamics user with a certain GUID, Dynamics just ignores it and creates its own (the pattern of which leads me to believe that it...
I have a client who wants his custom-written CRM to be able to access his sales people's emails so that, effectively, a history of email conversations between customer and salesperson is stored inside the CRM's database. The CRM is written in VB 2008 and the database is SQL Server 2008. The only email these people use, in the shop an...
What API's / SDK's / software tools are available to export contacts from popular CRM and accounting packages? What I'd like to do is offer an address book in my web application and have a button that says "Upload your contacts from X". The user could then click a few buttons and his contacts would be automagically uploaded from X. A ...
I'm trying to understand how to create CRM Organization on Load Balancing network. I've three web servers (Web01, Web 02, Web03); three application servers (App01, App02, App03) and a SQL Server (SQL01). I already have Load Balancer setup and there is already one organizaiton setup by someone on all web servers. This organization is I...
I've been tasked with record customer enquiries through a website directly into the client CRM system. The system is Microsoft CRM and I've previously worked with the supporting web service SDK. Can anyone please provide me with an example of storing a message entity record through the SDK based on simple contact fields such as email, t...
I'm looking for a CRM which has an connector to the Magento. I found that SugarCRM has one, but it's payed and by the review it dows not look like this is the right way. Second I found is OpenTaps, but this is in java. Best will be to find a open source CRM in PHP with finished connector to magento. Most important for me is the customer...
Hi, I need to do the following: In Crm, you have serviceappointments (serviceactivities). 1 appointment can have a state, ( like arrived, pending, closed, ... ). When i save the form (onsave event), It should catch if the form is putted closed state and then it should do something. I can get the state easily: alert(crmForm.all.statu...
I have created a web page (ASP.NET) that includes a stylesheet to mimic Dynamics CRM styles. This is to be used in a CRM IFRAME (within a form). The stylesheet is referenced as follows: <head id="Head1" runat="server"> <link href="Styles.css" rel="stylesheet" type="text/css" /> </head> When I load the page in Visual Studio, all i...
What is the best way in terms of speed of the platform and maintainability to access data (read only) on CRM 4? I've done all three, but interested in the opinions of the crowd. Via the API Via the webservices directly Via DB calls to the views ...and why? My thoughts normally center around DB calls to the views but I know there ar...
I need to get the GUID of a record from Dynamics CRM 4 workflow. It's a record that's created during the workflow's execution. I thought of writing a w/f assembly that accepts a lookup and returns a string containing the GUID (which is enough for my purpose). However, the Lookup in the assembly must specify the type of entity. As the req...
The CRM SDK says this is possible but the following code fails. Does anyone know why? var request = new RetrieveMultipleRequest(); var query = new QueryExpression(EntityName.asyncoperation.ToString()); query.ColumnSet = new AllColumns(); request.Query = query; var response = _connection.Execute(request); The error is: <error>\n <co...
Hello All, I have Dynamics CRM 4.0 installed and wrote a plugin, registered it, and setup a "step" that included a few filtering attributes. 2 questions: 1) How can I get a list of filtering attributes that are configured for my plugin? (from within the plugin itself) 2) How can I get a list of those filtering attributes that are actua...
I'm setting up a proper dev environment for my client (dev/qa/stage/prod). I'd like to find a way to export reports so we can cleanly move from one environment to the next. Custom RDL type reports are easy (just import the RDL in the next environment), but the reports that are built inside CRM don't appear to export anywhere. Am I miss...
I have a MS CRM 4 form where when certain fields are changed, I need those fields to be written to an excel sheet. So, I edited the form field onchange event to call crmform.save() which triggers a plugin to run that writes the field value to a named range (1 cell) of an excel sheet. However, I don't know which field caused the save. ...
I found this documentation: http://support.microsoft.com/kb/917948 Does anyone have a better suggestion to accomplish this task? ...
There are number of actions defined for each category in database like add, list, delete etc. I was adding a new module in open source version of sugarcrm and was wondering is it possible to add a new 'action' like approve/request/verify etc. Has anyone tried doing it? Thanks. ...
Hello we are in the throws of integrating a Document Management System with Dynamic CRM 4, have done similar things previously but in this instance we are having to reference a COM dll. We've configured the asp.net page (we are bringing the info in via a i-Frame in CRM), setting Impersonation = True in the Webconfig and ensured that Win...
I'm working on a ASP.NET (C#) site that pulls most of its data from Dynamics CRM over SOAP using Microsoft's CrmService SDK. I'm at the point where a query has returned an entity with a property of the type Customer. I need to get the name string of that customer record, but cannot figure out how to do so. By doing a little guess work ...
Hi Guys Is there a way to apply negative tax amount into a tax field (e.g. quote product) in Microsoft Dynamics CRM 4? ...
I'm trying to find a good Church Management System (ChMS). Essentially, a CRM for churches. My budget is about $0...so open source or in-house development is preferred (and by in-house, I mean me). I'm wondering if anyone could make some recommendations as to possibilities? I'm open to SaaS solutions as well. For those interested in more...