dynamics-crm

CRM: Get children throws exception on no children

We're using MSCRM Dynamics, and we're trying to get all the children of a particular user. (A user has a manager, the manager has 'children'.) The following works, but throws an exception if the user has no children. This seems logical at first, maybe, but why not just return an empty set? And of all things, it throws a SoapException wit...

Does MSCRM web-service support database transactions?

One would assume with any web-based data application that database transactions would be an integral part of the design. Looking around at CrmService, I can't find anything that suggests that transactional 'CRUD's are available. Is it the case that this is not supported/implemented in MSCRM? If it is, and i have missed it, could someone ...

Add a deployment administrator to CRM 4.0 using SQL

Is there a way to add a deployment administrator to Microsoft CRM 4.0 using a sql query against the CRM database? The person that setup the CRM was the only one who was the Deployment Administrator and he has left and his account was deactivated before another Deployment Administrator could be added using the deployment manager tool. O...

Dynamics CRM 4.0, using AJAX on custom ASPX pages

Hi I have a custom ASPX page, that I deployed in the ISV folder. The page contains a ScriptManager control. In order for the page to load, I need to include the AJAX configuration settings somewhere. For a custom website, I can put the configuration inside web.config file. But with Dynamics CRM, the changes to web.config are not supp...

Retrieve Dynamics CRM custom fields using Webservice query

I'm trying to pull information from a CRM installation and so far this is fine for using the default fields. However I'm having difficulty retrieving custom fields, for example Contacts have a custom field called web_username. My code at present is QueryExpression query = new QueryExpression(); query.Ent...

error 401 calling crm4 webservice

I have this code that works in a unit test but doesn't work when executed in the context of a plugin. What the code does is try to create a lead by calling the crm4 webservice. When the plugin executes I get the following exception: "HTTP status 401: Unauthorized" This is the code that initialises an instance of the webservice CrmAuth...

Can Primary-Keys be re-used once deleted?

0x80040237 Cannot insert duplicate key. I'm trying to write an import routine for MSCRM4.0 through the CrmService. This has been successful up until this point. Initially I was just letting CRM generate the primary keys of the records. But my client wanted the ability to set the key of a our custom entity to predefined values. Potential...

Microsoft Dynamics UI Guidelines

SAP provides UI Guidelines for CRM WebClient User Interface. Is there something similar for Microsoft Dynamics CRM or Microsoft Dynamics in general? ...

Microsoft Dynamics CRM as a software development platform?

My organization is in the final stages of aquiring CRM 4.0 for use as a general purpose software development platform. The company who is selling it to us has convinced upper management that CRM will solve all our productivity problems and make software development as easy as point and click. (They don't read Brooks.) Having resigned to...

Connecting to Microsoft Dynamics CRM web service with Java?

Are there any online resources which show the basic steps to access the Microsoft CRM web service with a client written in Java? Which web service toolkit should I use? I tried it with JAXB but there is a conflict in the WSDL element naming which requires a class customization. If I find the correct binding fix, I will post it here. E...

Add columns in Article view in MS Dynamics CRM 4.0

The Article entity in MS Dynamics CRM 4.0 doesn't appear to be customizable. Is there any way to add some columns to the view that shows the list of article (without doing an Advanced Find)? I'd like to see the Created By and Created On attributes in there. ...

How can I create custom entity "groups" in CRM 4?

I'm looking to mimic the behavior of the "activitypointer" entity with custom entities. For example, I'd like to have "equipmentpointer" that will provide a rollup view of all types of equipment associated with an account. Is this possible to create programatically? ...

dynamics crm 4 newlines in sdk

I have several multi-line text fields in an entity in CRM 4. When I load the value from one into a multi-line Windows.Forms.Textbox in C# through the SDK using something like this.textBox.Text = myOpportunity.new_detail.ToString(); the newline characters aren't transferred properly. They show up as small squares in my C# form field. ...

MS CRM 4.0. FetchXML return columns even if empty

So it seems using FetchXML doesn't return a column if there is no data held for it in CRM. For example: <fetch mapping="logical" count="50"> <entity name="contact"> <attribute name="contactid" /> <attribute name="emailaddress1" /> <attribute name="firstname" /> <attribute name="jobtitle" /> <attribute name="lastname" /> <attribut...

Field length metadata in MS Dynamics CRM 4.0

I'm trying to find metadata about the length of fields in MS Dynamics CRM 4.0 - does anyone know if/where this information is available from the metadata services? I tried looking on the AttributeMetadata class, but can't find anything there. Yet, the field length does show up in MS's metadata browser, so it must be accessible somehow. ...

Installing MS CRM IFD does not update registry and database

When I am trying to install the IFD tool on an on-premise CRM installation it is not updating the registry and the database. Should the user doing the installation have some special permissions. ...

Add onchange event to a "locked" field in Dynamics CRM 4

I'm customising Dynamics CRM 4 and would like to modify the Form for the Case entity to add some JavaScript to the onchange event for the Knowledge Base Article lookup field (kbarticleid_ledit). However, when I click Change Properties for that field I get an error message: This field belongs to a locked section and cannot have its prope...

How do you handle the fetchxml result data?

I have avoided working with fetchxml as I have been unsure the best way to handle the result data after calling crmService.Fetch(fetchXml). In a couple of situations, I have used an XDocument with LINQ to retrieve the data from this data structure, such as: XDocument resultset = XDocument.Parse(_service.Fetch(fetchXml)); if (resultset.R...

Why does my dropdownlist clear after postback when in the live environment but not in testing?

I have a dropdownlist on an ASP.NET web form. It is set to autopostback and viewstate is enabled. When I run my project from Visual Studio I can change the value, pick up the new value in the postback and display some related results in a grid (Infragistics). I can keep changing the value and the grid updates correctly. When I copy this...

Dynamics CRM Workflow updating closed letter after Mail Merge

Dynamics CRM Workflow updating closed letter after Mail MergeZones: Microsoft Dynamics, CRM Software I have created a new entity (Fund Member) to create a many to many relationship between Contact and a new entity called Fund. Users will be running mail merges from this entity either via Advanced find, or associated views from the Con...