dynamics-crm

Watin - how to test site with popup pages

I'm using WatiN (Web Application Testing in .Net) to do integration testing on a Dynamics CRM 4.0 website. CRM uses a lot of popup windows - eg clicking on a Contact in a list opens a new browser window with the Contact's details. I want to test: login to CRM (done) go to the Contact list (done) click on an Contact, thus trigger the p...

How can I have a Time field in Dynamics CRM 4.0?

I know nothing about CRM but have been asked to add some fields to a form. One of these is for a time but with no date element. How can I do this? ...

How do I create a web page in CRM that talks the web service for both IFD and On-premise?

We have three servers that all share the same database. One server is internet facing. I have a web page in an IFRAME in CRM that talks to the CRM web service using the standard method of connecting for on-premise. When this IFRAME is displayed through the IFD with users logged in through the forms authentication element, you are asked ...

Where should I put my ISV project files for CRM?

I need my project to run in a multi-tenancy environment. Following the SDK, I put the aspx files in C:\Inetpub\wwwroot\ISV\MyProject. I then put the DLLs in C:\Program Files\Microsoft Dynamics CRM\Server\bin\assembly. When I view my page in CRM I get: Could not load type 'MyProject._Default'. If I put the DLLs in the c:\wwwroot\inetp...

Crm custom workflow dynamic variable issue

I wrote a few custom workflow activities and from the browser i used several dynamic variables to populate input properties, for example like {dynVar1} / {dynVar2} / {dynVar3}, but after publish it is changed as {dynVar1}{dynVar1}. How can this be solved? ...

Replicate a view where the table doesn't exist ...

I am replicating from MS SQL Server 2005 to a MS SQL Server 2008 (Microsoft CRM Dynamics database). There are a number of views in the source db which no longer have their underlying tables. I have no idea why this is or how it occured. The issue is that the subscriber can't create these views so the subscription keeps failing part wa...

How to: Consume MS CRM Web Services from C#?

I have to Add, Update and make Inquiry (search) on an entity in MS CRM (Dynamics) Web Service using C#. Now there are two entities Account and Contact in MS CRM both of them can be used for storing customer Information; which entity shall be used for above operation? I am told that I have to use “CRMService” web service of MS CRM that...

dynamics CRM performance question

Hello Dynamics CRM gurus :) My boss asked me to do a research on available CMSes on market because cms we are using currently is rather a mess. For me as a .NET developer it would be great to choose and implement Dynamics CRM because of extensibility and perfect integration with .NET environment and well-known tools. All marketing blah...

How do I publish a Dynamics CRM4 plug-in with multiple assemblies?

My plugin DLL is really simple but references fifteen or so other DLLs. How do I register this? ...

How can I copy a Microsoft Dynamics CRM 4.0 solution

Hi, I have a CRM 4.0 solution in production and I would like to make a replica of it so that I can use it as a test server. What are the alternatives to accomplish this? Cons / Pros? ...

CRM view in a iframe now opens in a new window, why?

It has worked for over a year and started opening in a new window. I am not aware of anything changing. I made it following the guide at Stunnware. The code in the page is: <html> <head/> <body class='stage' onload='resultRender.submit()'> <FORM id='resultRender' method='post' action='/ALI/AdvancedFind/fetchData.aspx' target='resultF...

Ms CRM Rename 'More Addresses' in Account and Contact entities

Does anybody know how to rename 'More Addresses' in Account and Contact entities navigation pane? The usual method would be to change the display options in the address/contact or account relationship, but this is read only in this case. ...

Scheduled Tasks/plugin on CRM 4.0.

Is it possible to schedule pulgin on CRM. I ‘m trying to create a reminder task activity for an opportunity entity if no there has been no activities in the last week. I would like this to run every week. Thanks in Advance. ...

Count Activities from an opportunity

I have a workflow on an opportunity. I am trying to count the number activities from the opportunity workflow. And use this count on condition within the workflow. ...

Are required fields forced when updating while consuming CrmService?

MSCRM 4.0 When writing plugins, I have assumed that the required fields will always exist either in the Target image or the PreImage image. But recently when coding an external application that consumes the CrmService, I realised that the service will allow a business entity (or dynamic entity) to be created using the 'Create' method, e...

Add special characters (html encoded) in CRM Dynamics 4.0 SiteMap file

I would like to know if this is possible to add special character into the CRM (4.0) SiteMap entity (SiteMap XML files). I mean when we modify the menu located on the left I would like to have some HTML encoded character. By example or some other special characters. I tried to do the following: <Area Id="MyArea" Icon="/_imgs/resourcec...

Installing the SSRS Data Connector for CRM4

Hi, I'm trying to install the SSRS data connector for my CRM4 implementation. I'm using the method described here: http://support.microsoft.com/kb/947060 (Method 2) but keep getting the same error message: Unable to validate SQL Server Reporting Services Report Server installation. Please check that it is correctly installed on the loc...

Performing complex query with Dynamics CRM 4.0

Hi, I have two custom entites, Product and ProductType, linked together in many-to-one relationship. Product has a lookup field to ProductType. I'm trying to write a query to fetch Type1 products with a price over 100, and Type2 products with a price lower than 100. Here's how I would do it in SQL : select * from Product P inner j...

Microsoft Dynamic CRM integration SharePoint

Have any of you done a MS CRM 4.0 and Sharepoint integration. Any Pointers? I am new both the CRM and SharePoint. After a little more research, Id like to refine my question. I basically want to use IFRAME to add a sharepoint tab that will show the sharepoint page that I have created. Any hints on how to do that? Also how would I get...

Exporting Data from CRM 4.0 to Excel

What is the best way for a client to export data from CRM 4.0 to Excel? Right now the limit on the number of rows that can be exported is set at 10000? Is there a supported way to increase the limit or is there another way? The client is in a locked down environment so a solution through CRM 4.0 would be ideal. (e.g. export all of th...