I am trying to create a statement like report for invoices, I have it so far that it displays the invoice and the amount due and also the payment if it has been paid, I have all this in a table with the invoice on 1 line and the payments on another with them grouped. What i really what to achieve is to have them ordered by date and for i...
Hi I have an existing .net web application that creates Customer contact record in regular SQL Server Database. Now we are migrating to CRM. I am wondering from the .NET web application, what is the procedure to talk to CRM server and create a Contact record? Thanks ...
We have a small support department that has recently started using MS Dynamics CRM. As a developer, I occasional check active cases to see what problems are occurring in our software so it may be addressed. However, I usually find the cases emails, notes, questions asked, resolutions etc are not to my satisfaction. Does anyone have any g...
Hi, I am trying to display what each user has spend their time doing for the week(either internal or external work) but the time is all on the same column on the table, is it possible to split it into 2 different columns and still have it so that it only shows each user once not each time they entered time which could be multiple times ...
Issue is : I have one system Entity called 'Order' and another custom entity 'X'. I am looking for some kind of same functionality as available on Quote called 'Convert into Order'. I want the same functionality on Order form that there will be some button on it and when i click on it, it will create instance of entity 'X' and not only ...
When deploying plug-ins for MS Dynamics CRM, using the CRM plugin registration tool, you can set secure and unsecure configuration values. You can the setup a constructor to access these values in a plug-in. Is this or something similar available to custom workflow activities? If so, how is it used? ...
I need to get either a custom entity's type name (e.g. new_myspecialentity) or its type code (e.g. 1036) form within a custom workflow activity. Is there anyway to do this? ...
Using CRM 4.0 with Sql Server 2005 sp2 I have done some customization on the OrderProduct form i.e. just add few more attributes. These new attributes are also mapped with the QuoteProduct. Whenever, I am standing on Quote and choose the option of 'Convert into Order', and open the Order form, all the things working fine in Order and Or...
I have a quote entity that I want to delete, how do I do so after its state is set to closed? ...
Hi, I am wanting to create a custom history entity that will hold inactive records from another entity but am wanting to achieve this on 3 different entities. Is it possible to create an entity that say may have a iFrame which will show the entity and just display the view of only inactive records? Or do you know a better way to achie...
Hi all, I am getting following error when inserting a record in custom entity. 0x80041102 The entity with a name = '' was not found in the MetadataCache. Platform Will appreciate if any one of you could let me know what is the cause of this error. ...
I am doing Dialog box development in CRM 4.0. Opening the dialog box through this line:- JavaScript="window.showModalDialog('http://localhost/CinmarPages/BatchPurchaseOrderChange.aspx', window, 'dialogHeight: 400px; dialogWidth: 600px;help:0;status:0;scroll:0'); crmGrid.Refresh();" On the Ok button of this dialog box the code written i...
Can you export a Queue from Dynamics CRM? I have a number of workflows that assign certain tasks to Queues for users to pick up later. There doesn't seem to be a way to export a Queue from CRM with the other customisations which means all the queues have to be setup again after a deployment. Am I just missing where to export Queues as...
I'm writing a custom workflow activity and would like to have some properties that are based on enums. However, I'm getting an error that seems to indicate that this isn't supported. So, first question, how would I setup a property that allowed the user of the workflow activity to select from a set of choices? And second, what types are...
Hi, now i know that it has been problematic in the past, and i got the common error "could not load file or assembly Microsoft.Office.Interop.Excel" and i know there is no prob in the webservice but from crm it pops up tnx for the helper ...
I have a custom workflow activity that does get registered. However, when I go to add it to a workflow, I get a "The requested record was not found or you do not have permission sufficient permission to view it" error. I'm an admin and it was registered using the same user account. There is no information in the trace file. What could ...
I have a very basic question with the Microsoft CRM 4.0 Report wizard. I am very experienced in SQL syntax and database queries, but I have no knowledge of MS CRM and SSRS. I was helping someone create a SSRS report via the CRM wizard tool, and I'm trying to understand what the "Primary record type", and the "Related record type" is. ...
I have evaluated several development tools for converting my informix SQL-based app. They are: Genero/4Js, FileMaker, Oracle APEX, VFP, Clarion and Access 2007. I have a CRUD pawnshop app (see video-demo www.frankcomputer.com) This app centers on customers who pawn, sell or buy merchandise. I need to have one CRUD multi-table form which...
Hi I am new to MS Dynamics and I would like to know if there is a way of adding column to a view within that is a concatenation of some other columns, for example: Firstname + ' ' + Lastname As Fullname There doesn't seem like there is an obvious (elegant) solution to this, all the suggestions I have seen suggest using javascript to ...
I try to upload new Account with the data import wizard via a csv file, the only column is the Account Name. I always received the error code 0x80040265 with no log on the server. I do the same thing for Contact with more columns and it works without errors. Someone have this problem? ...