dynamics-crm

MS CRM 4.0 Security Architecture

Hi. Does anybody know crm workflow when i create some entity ? I need to know where CRM check permission for Create, Update and so on. Is it in SQL tables and stored procedures or it's in CRMService ? ...

Retrieve CampaignResponse Details from CRM

hi I have a Created a campaign in the CRM. Now users register for this Campaign and the results are stored as CampaignResponse objects. I need to retrieve the details of a particular CampaignResponse by a given Email Id. Can someone please tell me how can i achieve this!! Any help would be appreciated. thank you. ...

Setting a CrmDateTime from a SystemDateTime

Hello, I have an application that interacts with MSCRM 4.0. When I try to update the date of birth field on a contact I get an error message every time. The error is different every time I try a new way... So the question is in the context of the following code how do I update the BirthDay on the new contact I a...

Can I use the Dynamics CRM 4.0 SDK against a hosted IFD system?

I am running this code (with names and security details obscured). When I do, I get 401 unauthorised. The credentials are that of the user on the hosted server. Is this possible against an IFD system? var token = new CrmAuthenticationToken(); token.AuthenticationType = 0; token.OrganizationName = "myorganisation"; C...

C# read timezone from string and convert to local

I've looked and looked and can't seem to come up with the perfect solution. So, since stack overflow is perfect, this will cure my problem. I'm getting System.String datetimes from a server (Microsoft CRM if you care). They're in SQL format ("2010-07-23T17:14:40-04:00"). I want to read that in as a .net System.DateTime type with the ...

Updating an Activity in MS CRM via web service?

I've been trying to do this all morning. Anyone have a code snippet (C#) showing how to update an "activity" within CRM via the webservice? I can CreateReadUpdateDelete with entities, but I'm not sure how to do it with Activities. Can't find anything on google either... ...

Remove duplicates from custom entities in Microsoft Dynamics CRM

Has anyone found a good way to either merge or remove duplicates that are in custom entities? In our case we have two custom entities, literature history and subscriptions which relate contacts back to a custom entity named literature. I can run a duplicate detection job, but this returns thousands of records and deleting them one at a...

Microsoft dynamic CRM Costume activity trouble

hello stack overflow im trying to add a costume activity to my CRM server according to this walk-through: http://msdn.microsoft.com/en-us/library/ee704600.aspx when i try to publish a work flow with my activity i get an error. the trace flie says : >MSCRM Error Report: ------------------------------------------------------------------...

Pull data from another entity in CRM 3.0?

I have a form with three fields that I'd like to populate based on three attributes of a different entity. What's the best way to do this? I tried this, based on stuff I found online: if (crmForm.all.new_name.DataValue == null) { return; } var sdk = new XrmDataContext(null, null); var id = crmForm.all.new_name.DataValue[0].id; var fetch...

How to get rid of the CRM 4.0 "new_" prefix

Whenever I'm creating a custom entity in CRM, the type is prefixed with "new_". So are any attributes. How can this be modified/removed? ...

Telerik conecting to Dynamics CRM

Hi there, I am trying to create a dashboard for Dynamics CRM 4.0 using the telerik silverlight rad controls and charts. what is the easiest/fastest way to link my project to CRM? ...

iframe opening a new browser window on post-back in Dynamics CRM

hello! i trying to add some costume app into Dynamics CRM basically i have an ASP.Net Page i show within an iframe inside the MS CRM. when i try to do a submit using a button it opens a new window and shows the result there, i want it to stay in the iframe. help. this is the ASP.Net code: <%@ Page Language="C#" AutoEventWireup="true"...

Has anyone used the ConstraintRelationship class for Dynamics CRM?

As documented here there is a property on the AppointmentRequest class for the CRM webservice that allows you to add constraints to what possible appointments are returned from a search. The actual constraint is specified as an xml string, but I can find almost no documentation about it. Can any one point me to any relevant resources? ...

Transfer data of Custom field from Quote to Order, when Quote is won

I am working on MS Dynamics CRM 4.0 with Sql server 2005. I have created some new fields(attributes) on the Quote and QuoteProduct pages. I have created the same fields(attributes) on Order and OrderProduct pages. Now, the question is, if I won the quote, I want the data of new fields of Quote and QuoteProduct in the newly created field...

Best way to notify users of an account that needs to be updated?

I am using Microsoft CRM 4.0. I currently have many accounts that need to be updated by the sales person assigned to the account. What would be the best way to notify the user of the update? Also, It would be nice if there was also a way to notify me back that the task had been completed. I was thinking the best way would be through a wo...

How can I add property to custom workflow activity that allows selection of another entity from workflow?

I'm working a custom workflow activity and would like to allow the user to select one of the entities available from within the workflow. This would be like selecting the entity in an update status activity. The list would include the primary entity, all of its associated parent entities, and any entities created within the workflow (e.g...

New Product Link in Action tool bar is Not Available (Order Entity)

The issue which I am facing is regarding the Orders, steps are Go to Orders - New - Enter detail on this page and click on Save. Now, click on the Write-In product in detail pane. But, New Product link in Action tool bar is not coming. In order to check this I take the import of ISV.config and Site Map, but I didn't find anything related...

How to display custom Entity under 'Extensions' tab on workplace?

Hi I have created a new custom entity called Sports Leagues. Now i am wondering how to display/ accessible this under 'Extensions' tab on workplace? Thanks ...

I would like to know how I can add attributes to the activity entity.

I would like to know how I can add attributes to the activity entity. Currently the default activities are Email, Task, Letter, Fax, Phone call, Appointment, Campaign, Service I would like to add more to the pick-list. I have already tried going into customizing entities > Activities > Attributes > Activity type code. Once I get to the l...

Edit Filter criteria in Account history?

I’m using Microsoft Dynamics 4.0. I would like to know how to add attributes to the filter option in Accounts > History. Instead of sorting by how long ago, I would like to sort by what type of task it was, Such as email, phone call, fax, service ..ect.. Is this possible? If so How would I go about implementing this change? ...