Hi, I'm Creating a workflow that needs to send the users an email on set events. This I don't have a problem with. However can someone please confirm if you need the local windows SMTP service installed or if I can use another method for it to send the emails. UPDATE Ok I've just read about the E-mail Router, just need to find out wh...
I’m about right a workflow in CRM that calls itself every day. This is a recursive workflow. It will run on half a million entities each day and deactive the record if it was not been upodated in the past 3 days. I’m worried about performance has anyone else done this. ...
I am using SSRS reports in MS Crm 4.0 I have two datetime parameters in my report. They are fine until someone type in an invalid format, e.g. 9/30/2008 or 40/09/2008 or random text. It logs an Error in the event log but my manager doesn’t want to see it. Now, just wondering how to do a client side validation and stop the report gets e...
Is there a way to see users that have certain security role assigned? I'm looking for a hint that I missed something or a tool. ...
This is probably one of those questions with an obvious answer, but when I customize a form in CRM it appears in a pop-up without toolbars. How can I enable the IE toolbar so that it will enable me to easily determine the html elements I need to manipulate in the Javascript? I'm using IE7 by the way. Cheers, Peter. ...
Hi I want to set up Microsoft Dynamics CRM to monitor a single mailbox using pop3 and then have any mails in that mailbox added as email activities to a queue in CRM. I have set up the pop3 mail box and I know that it works. I have set up the email router with an incoming profile for the mailbox. I have a queue called "inbound" in CRM...
Hi, I'm trialling CRM 4.0 and have noticed that if one of my contacts sends an email then it sits in the queue for an hour before it is also copied into the contacts history. Is there a job or workflow controlling this? Can it be sped up? ...
I tried to write some code to import a large customization containing 50+ entities. I used the microsoft article 'ImportXmlWithProgress Message (CrmService) as a bases, but was not getting the output I expected. The 'job.data' in the following code was not changing from the original parameterxml data. So this implies to me that the imp...
Is it possible to have a plugin or workflow change the properties off a word document when it’s uploaded to an entities notes. For example, add the GUID of the letter activity to the word document attached to it? Thanks for your help in advanced. ...
I have an many to many relation between Account and Product entities. I’m unable to find the correct permissions so users in salesperon security role be able to use this relations. They should be able to add records on this relation on account form but „Add new record” button is missing. ...
I am building custom reports in Microsoft CRM and am using the CRM_URL parameter to created drill downs. However, the URL coming in is http://myserver.com/org/CRMReports... but it should be https://myserver.com/org/CRMReports... My understanding is that this value is dynamically passed in by MS CRM. How/where can I update this URL to ...
We are about to embark on migrating our CRM 3.0 installation to CRM 4.0. We have a lot of custom entities, and have written a lot of code using the web service SDK, Stored Procs hitting the views in SQL for the entities, and even some Workflow and Callout DLLs. While I'm certainly not going to miss the .Net 1.1 development environment o...
Hey guys, I'm trying to work out how to use the CrmService to close a Task in MS CRM 4.0 I've tried to use the SetStateTaskRequest to set a Task's state and status to TaskState.Completed and 5. I also tried TaskState.Completed and -1, but no dice there either. Either way, I only receive the ever-helpful "Server was unable to process r...
I've inherited an implementation of MS CRM 3.0 where individual contacts are each assigned to a particular "distributor." Unfortunately, distributors are not defined as any sort of entity. Instead, the contact form was modified to include extra fields that contain the distributor name and address. Up till now, each time the distribu...
Hello, I am browsing the new xrm.com page and I find it lacks some concrete information of what does it means. Could you please explain what are the main differences between Microsoft CRM and xRM? What extra features does it gives to the developer or customer? Thanks in advance. ...
Hello, I've inherited a customization of Campaign Response in which the Customer attribute is read-only on the form (in both create and update modes), and I can't figure out why. The form has no OnLoad javascript, the attribute "customer" (which is a partylist) is Searchable, and the field-level behavior for the attribute on the form ha...
We are migrating to CRM 4.0 from 3.0. In this process, we have had our data migrated from our existing CRM 3.0 instance to a new CRM 4.0 instance. This has been going all well and good until I got to the point of installing our existing callouts and workflow DLLs. I know that I need to rewrite them, but our migration schedule does not ...
Customers are stored in Dynamics CRM 4.0 an some need access to external facing application and therefore should be provisioned in the DMZ Active Directory. Does it make sense to use MS Identity Management Lifecycle to push the accounts in the DMZ Active Directory? ...
The infrastructure team wants to update the authentication protocol to NTLMv2 and Kerberos. Will this affect CRM 4.0 on-premise installation. What would need to be changed in order to use the updated protocols. I am having a difficulty locating any official documentation on what the current authentication protocols are for CRM on-prem...