crm

Updating StateCode in Dynamics CRM with web service failes...

Hi! Im trying to update "StatE Code" (Active|Inactive) to Active through the CRM web service on a product in the database. ... crmProduct.statecode = new ProductStateInfo() { Value = ProductState.Active }; //crmProduct.statuscode = new Status() { Value = 1 }; crmProduct.name = "..."; service.Update(crmProduct); It seem to work okay, ...

Deleting entities in Dynamics CRM

This should be simple... Im using the CRM web service to delete entities such as products -> service.Delete(product); This sets the DeletionStateCode to 2 but when does it get deleted for real? I did this yesterday and they are still there... ...

Change the name of a SSRS report when exporting to pdf from MS CRM 4.0

We're using CRM 4 and have a report that we would like to send out in pdf format attached to an email. However, the report name has to be changed every time because it is a guid. Is there a way to specify what the name is when the pdf is generated to eliminate the need to change it every time? ...

Debug SoapExceptions from CRM

When a SoapException is issued by a CRM (4.0) web service. Is there anywhere in CRM you can get more details on the exception? Is there a configuration that I can change to load the details of the exception with what happened in CRM? ...

Sort pick list on form load in dynamic CRM

Hi, How to sort the picklist in existing entity on form load event in dynamic CRM 4.0 ? I can see the onLoad event. I want javascript which will find the picklist let say "Country" on the form, and sort it and then populate it. Please guide me. Edited : I got Answer by this script var oField = crmForm.all.opportunityratingcode; var it...

is possible to build applications directly into gmail using google applications (google.com/a) ?

We are looking for a CRM web application and so far salesforce.com/force.com seems the only one which allows you to build applications directly on their platform. However I was wondering if gmail/google applications offer the same freedom on their platform . So far we found a firefox extension being "exactly" what we are looking for. Yo...

intergrating gtalk with CRM/SRM

How can i integrate gtalk with any CRM/ERP.So that whatever data that is exchanged between 2 persons A and B,first gets stored in MYSERVER. ...

CRM prompts for credentials when I add threading in Silverlight

I have a silverlight app embedded in an IFRAME in Dynamics CRM... calls after the form is loaded retrieve data via the CRM service soap client. The client is programmatically initialized with the URL and the CRM authentication token injected into the headers. All of this, by itself, works perfectly fine. The problem came in when I adde...

Left join in FetchXml?

How do i do a left join using FetchXml? Consider a simple SQL query like the following: select person.name, address.city from person left join address on person.addressid = address.addressid How would something simple like this be done using FetchXml? Currently my FetchXml query looks like the following: <fetch mapping='logical'> ...

creating a contact and updating a custom field MSCRM 4

Hello, Here is my code sample... using System; using System.Collections.Generic; using System.ComponentModel; using System.Data; using System.Drawing; using System.Linq; using System.Text; using System.Windows.Forms; using ProjectName.CrmSdk; //The CrmSdk ref is to the webservice url. //ServerName and OrgName are setup in...

CRM 3.0 Callout not working: event: postcreate, exception: System.InvalidCastException: Specified cast is not valid.

Just trying to do a (I thought) simple callout to read a number from a text file stored on the CRM server, use it as one of the values on the CRM form, and increment the number and then rewrite it to the text file. When I load the form, the callout ostensibly does nothing and Event Viewer on the server gives me this unhelpful invalid cas...

Can a CRM 3.0 PreCreate callout fill form fields in advance?

I just finished my first CRM callout, and it's working great, but it doesn't actually seem to take effect until the form that calls it is saved. It's a PreCreate deal that assigns a value to one of the attributes present on the form. Is there any way to get it to assign the new value and display it on the form as soon as you load it, or ...

A P2P CRM Proposal

At first, I found a P2P CRM on http://www.ajatus.info/. But it was discontinued for years. And it is not natural to have a local web server. And the worst thing is that is hard to integrate its data with other data source for it used CouchDb. So I draft a P2P CRM proposal and I am thinking to implement it. Features: Decentralization...

How can I append to a field on a form in a CRM Callout?

I can't find any information about this. I've got a CRM callout that fires from a form, and I need append to one of the fields; for example, the field might have something like "BH" in it, and I need the callout to do some calculations and alter the field so that it reads "BH002129" or whatever, but no matter how I try it, it ends up jus...

SugarCRM or Vtiger ?

Hi, I'm working on deploying a CRM in a Univeristy, the software to deploy has to be open source. My research lead me to SugarCRM Community Edition, however, this edition lack of reporting and seems to be really hard to tailor to specific needs. thus, i'm considering to use vtiger. What's your advice, regarding a mid-size project. Do...

One Man Driven Project Management, Customer Management, Help Desk, and Issue Tracker (bugs)

Hi all, I am a single person with a pretty large client base. I am currently doing everything via email and basically losing my mind. I am curious if anyone out there who freelances AND maintains their client's sites/projects uses any sort of combo of tools or a single tool... Paid or free... to aid in keeping more hairs on their head...

PHP based Business/Product Directory App with CRM backend?

I'm involved in a project whose goal is to create a web based portal to allow consumers to to search a database of local services. The services are to be organized in categories, but raw search is also to be provided and should lead to a flexible presentation of the relevant services and also some "premium listings" in addition to organi...

Refreshing CRM Page Causes jQuery/Javascript Error

Ladies and gents, I have a CRM page which references 3 js files, (1x jQuery, 2x custom) all stored in the CRMInstall/isv/ folder. On the form OnLoad method, I am loading each one and then using it to extend/customise the UI. My inexperience with jQuery is obviously showing however! The OnLoad code is below: //jquery var url = "/isv/...

ASP.NET Microsoft CRM Starter kit

Can anybody recommend a "starter kit" or basic framework for an asp.net web app that can read data from Microsoft Dynamics CRM? No updates are required from the app at this time, just reads. I'm currently reading through the SDK documentation but a simplified project would be quite handy. Thanks ...

Dynamic CRM 4.0 SOAP exception

Hi All, When I try to develop CRM stuff, using the code below: public static CrmService GetCrmService() { //Standard CRM setup var authenticationToken = new CrmAuthenticationToken(); //Using the active directory authenticationToken.AuthenticationType = 0; authenticat...