We have a Dynamics CRM 4.0 instance with some custom attributes of type "money" on the Case entity and on all Activity entities (Email, Phone Call, etc.) When I use the built-in "Convert Activity to Case" functionality I find that the resulting Case does not have a Currency set, even if the Activity it was created from does have it. When...
I've got an instance of Dynamics CRM 4.0 with some weird errors. If I close a Case and then try to reactivate it I get the error "The object cannot be updated because it is read-only". This is simple, built-in CRM functionality that works fine on other instances. I get the same error if I try to convert a Quote to an Order - I believe it...
In MSCRM4, if I run something like... this.myService.Update(c) where c is a customeropportunityrole and I change only the "description" field, I get an exception saying "Customer relationship already exists." If I change the opportunityrole, the update will work without error (also updating the description field.) The only workaroun...
I'm customizing MS Dynamics CRM 4 and I have some JScript running on the form for Phone Call, E-mail, Letter, etc. How do I check in JScript whether the Activity is open or closed? It should be really simple, but I can't seem to find it. ...
As Microsoft is trying to leverage xRM as a development Platform for LOB applications. Some of my clients start requesting applications to be developed on top of that platform. I still need to know the right conditions where this platform will work and when the need arise to work in native .net environment so that i can convince my cli...
Hi, I'm in the middle of a contract that is porting a company's hand-rolled Microsoft Access-based CRM to Microsoft CRM 4.0. It's all gone pretty well, but now I have to migrate the data across. The data is all over the place in the source .mdb. Lots of tables, lots of duplication, and generally shows all the signs of an ad-hoc datab...
Hi I made a plugin for email entity and registered it on Pre Create event (child pipeline). Plugin is as simple as possible: public class AddDescription : IPlugin { public void Execute(IPluginExecutionContext context) { DynamicEntity di = (DynamicEntity)context.InputParameters["Target"]; di.Properties["descript...
Hi, I have created a complex report in Microsoft Business Intelligence. The report has its own (fairly complex) WHERE clause. Is it possible for the user to set the CreatedOn date as part of the criteria? UPDATE I was looking at this again. On a basic report (one table) if i import the report over one created with the report wizard,...
Our business is looking to automating Dynamics CRM hosting. We've been looking at the options. At the moment, it seems like HMC/MPS would be useful. However, from the looks of it, the frameworks are nearing end of life and are also. HMC/MPS also seems to be based around exchange. Would it make sense to use HMC/MPS to provision CRM or is...
Our client wants to transfer all the data in the Production CRM 4.0 database and use it in UAT. What is the best way to transfer the data over. ...
I am having an issue adding a Web Service Reference to the CRM Deployment Service at http:///MSCRMServices/2007/CrmDeploymentService.asmx When I first attempt to connect it says Connecting to and prompts for credentials. After entering my credentials, it will continue to prompting for credentials indefinately. When I attempt to navi...
I have a new attribute on the lead and entity called 'Sales Channel'. When converting a lead to an opportunity I would like this information to be passed over, however I cannot find out how to edit the system workflow or create a custom one to accomplish this. Anyone ever try this before? ...
Hi Guys, Could someone please tell me how to access CRM (IFD) webservices from outside the domain? Thanks in advance lasa ...
Hi All, I want to ask Microsoft Dynamics CRM development related question. I was requested to develop an application which can respond when Outlook pops up a message. Here is the case: We send our weekly Quick Campaign from CRM Client in Outlook. But there is always an error that pops up randomly once or twice (that makes the Quick Cam...
Hi I created a custom report for CRM in SSRS. within this report I have some number (decimal) fields that are summed. I need to be able to export this report to Excel to allow for changes (some times the user needs to make custom changes to the data) but I need the sum fields on the group to actually be a formula field so that it is u...
I'm trying to customise the left navigation of a custom entity in CRM, I know I can rename the display areas for the linked entities however, I need the originals PLUS a few extras. Is there any way to do this either by editing the sitemap or ISV.config files or some other method? I.E. I want to do the following: Details Sales Orde...
I have a workflow that runs upon the change of status of an entity (Opportunity "Won"), in which I am creating another entity. I want to copy all the notes from the Opportunity to the new entity, but I cannot see how to do it. Is this possible without coding (or in fact, with coding!) Chris ...
I have created a custom workflow activity in CRM that creates a task. The workflow is attached to an a opportunity. When I create my task I would like to set the “regardingobjectid” to the guid of the related opportunity. ICrmService crmService = context.CreateCrmService(); task entity = new task(); entity.subjec...
Hi, I'm working on a project started by someone else, and trying to fix a few bugs. There is a custom entity that contains a list of entities to process. However it a custom entity is removed and the list is not updated there is an error thrown. I would like to add a check that ensures that each entity that is processed is checked to...
Is there any free code generating tool that can connect to crm server and create code for selected entities? The code should use SDK assemblies. UPDATE: @friism C# code if possible, each entity one class and each attribute one property so it's not necessary to use Properties collection. That's basically what I had in mind, when I starte...