dynamics-crm

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... ...

Add picklist custom field to Entity in dynamic CRM.

Hi, In the Dynamic CRM environment, I have created the custom entity as Countries. there is another by default entity under the Sales is : Opportunity. I create the N to N relationship between both.(Opportunity and countries). ok. then when I gone to opportunity editing page that is opportunity entity under the edit mode.I added the new...

Customize MS dynamic CRM entity in visual studio 2008

Hi, I want to show the sorted picklist of countries in opportunity entity's -> new form. so how to open the opportunity entity in my visual studio 2008. I have installed the MS CRM as well as visual studio 2008. please guide me i am new. I want to also create the custom entity through visual studio 2008. how to do thi. please tell me ste...

selected Picklist value not saving in dynamic CRM ?

I have added javascript for reverse the items in the picklist (rating) to the opportunity entity. It is done. but when I am filling the data and saving it, it is not saving the selected item from the rating picklist to the database. What do I have to do? var oField = crmForm.all.opportunityratingcode; var items = oField.options.length...

In MS CRM 4.0, is there a way to ensure that a field is unique?

I am creating a new entity in CRM 4.0 to track our projects. One field is a Project Code, and I'd like to have a way to ensure that this field contains a unique value. I understand that this is not a key, and it won't be used as a key, but for human readability/tracking purposes, it would be nice if I could tell the user that the code ...

How to change the panel title when redirecting from a sitemap url?

I have created a custom settings page that looks nearly identical to the Settings->Administration page. I have a sitemap item to display this custom page. For some of the custom items, I want the link to redirect to the default CRM grid on a particular entity. This would ideally work similarly to Settings->Administration->Teams page. ie...

Tooltip not working in MS CRM

I want to give tooltip on my attribute on lead form. I set: crmForm.all.my_custom_attribute_c.title="My required tooltip"; but it is not working. Why should not this. so many blogs prefer me this. default tooltips I can able to see on labels. please guide ...

Listbox control in MS CRM

Can i use ListBox control in MS CRM? I want to scroll the list item insid list. But in picklist It seems not possible. So i just want to add the Listbox control in dynamic CRM page .So can I ? ...

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...

Is it possible to limit the amount of results returned in a response when using a QueryExpression in CRM 4

Basically I have a QueryExpression that returns over 3000 results. I only need to use between 50 and 200 of these. If I was using normal sql I could use SELECT TOP 200..... Is there a way to do this in CRM using the QueryExpression or FetchXML? ...

Dynamics CRM Custom Web Authentication

Hi everyone. We have a project in wich the customer needs the crm to be authenticated using a custom web form. I do not want to use the default IDF provided by crm. Is there a way we can pass the user name and password to crm authentication dialog? Or any suggested approach? Thanks ...

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 ...

How to develop regarding lookup on custom aspx page?

Hello everyone, How to develop regrading lookup on custom page where we are updating the existing task. This page looks same as MS CRM task page. Now here how to get the regarding and owner lookups on custom aspx page? How to develop the Notes tab on custom page? Any help would be greatly appreciated. ...

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...

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 ...

SQL JOIN and LEFT JOIN the same table with differents conditions

I need to JOIN a table when certain conditions are met and LEFT JOIN it when other conditions are met. Since I am in a MS Dynamic CRM with filters, I can't use UNION SELECT stuff.stuffs FROM MainTable JOINS othertable LEFT JOIN othertables LEFT JOIN TableX as X1 ON (Conditions1.1 = X1.1 AND MainTable....

Using SSIS 2008 to migrate data into Microsoft Dynamics CRM

I've recently been toying with data migration into Microsoft Dynamics CRM using MS SQL Server Integration Services. First, the basic problem domain: I have an exported flat file from a previous homebrew CRM system, the goal is to efficiently cleanup the data, and then to move the data over into Dynamics CRM. I've decided to put in one e...