dynamics-crm

Creating a PDF of a Dynamics CRM 4.0 report programmatically

We are currently in the midst of upgrading our CRM 3.0 installation to CRM 4.0. One of the things we were doing from our external web site is pulling a PDF of a report using the ReportViewer control and then doing a ReportViewer.ServerReport.Render(). From what I've gathered, this doesn't work anymore, because anything I try to do fail...

Setting BusinessEntity picklist value using CRM 4.0 webservice

Hi I'm trying to create an ImportMap object in CRM 4.0. I need to set the TargetEntity property which is a Picklist value. link text seems to imply that it can be done by using importmap map = new importmap(); map.name = "test map"; map.targetentity = new Picklist(); map.targetentity.name = "Contact" but this always seems to leave...

CRM File attachments

CRM saves attachements in AnnotationBase base table. How can I convert the text in the DocumentBody entity back to file and save it the file system. I’m comfortable with plugins and workflow activities. But can't figure how to convert a string in the database to a file on the system. ...

CRM Dynamics Search wildCard

Hi there I'm exploring Dynamics CRM 4 and when I search a record for example, a contact, ex. Abcd, Dynamics is searching by Abcd*, including, by default, the WildCard in the end. Is there any way to also include the Wild Card, by default, in the beggining? Ex. Abcd --> *Abcd* ...

Dynamics CRM 4.0 - change Mail Merge to save in Office 2007 format (.docx)

We are developing workflow to change properties in Word documents that have been saved against letter activities created by mail merge, and would prefer to code against Office 2007 for simplicity, and to save having to recode in the future. Any ideas? ...

Retrieving values of MS CRM fields through variable

Hi all, I have a question about the Dynamics CRM 4.0 Webservice. I've been using it to get records from CRM into ASP.NET. After the request and the casting, the values of the columns (for instance for a contact) can be accessed through; BusinessEntity be = getBusinessEntity(service, crmGuid, type, colnames); contact tmp = (contact)be; ...

Retrieving display value of lookup field in Dynamics CRM C# plugin

Hi, I am trying to retrieve the display value of a lookup field in a plugin for MS Dynamics CRM 4.0. The value of the attribute is a GUID which points to another entity (owner of salesorder in this case). "Normal" attributes I retrieve with a code like this: CrmDateTime serviceOrderDateDT = (CrmDateTime)entity["submitdate"]; ...

Make AJAX request from MS CRM events

Hi, I need to make an AJAX request to some script from the onSave event of a form in MS CRM Dynamics 4.0. The code I have now is var http_request; // Prepare the xmlHttpObject and send the request. try{ http_request = new ActiveXObject("Msxm12.XMLHTTP"); }catch(e){ try{ http_request = new ActiveXObject("Microsoft.XMLHT...

Sharepoint & Dynamics CRM Classroom Training

Hi all, I was wondering if anyone of you knew of some good MS Sharepoint & MS Dynamics CRM Developer training classes that were available. I looked at quite a few for sharepoint but I wasn't quite sure of how thorough they might be so I thought i'd ask those who might have taken some previously. My Company will be paying for them money...

How do i write a txt file using Microsoft Dynamics AX ?

I want to write a txt file (just like i'd do in visual studio with c# using string writer and everything, with which i'm already very familiar) what class and method do i use? how does it work? what's the X++ syntax? ...

How do I set a User field to a SystemUserId in JavaScript?

I'm customizing a form in Microsoft's CRM Dynamics Online, and need to set a field value to the current users's ID. I've got code that correctly pulls the SystemUserID, but I'm having difficulty getting the value into the form field. //Lots of XML/SOAP stuff to pull the user information var systemUserIdNode = entityNode.selectSingleNod...

Microsoft CRM, how do I get all the members of a list using CrmService ?

I am developing a tool that needs to read data from Microsoft CRM using the webservice API. I need to get all the members of a marketing list. I can get all the lists in the system using the webservice, but I can't get the members of a list. This is the query I have so far, which I can run, but it does not return any members: Q...

The given key was not present in the dictionary

I am trying to make a simple plugin for MS Dynamics CRM 4.0 where send data of a salesorder in a SOAP message on the update of the order. The strange thing is that I get this error every other time i try to save /(execute the plugin). So when I update (any field) of a salesorder and then save I get the error: The given key was not pres...

How to export the CRM customization programmatically

hi I want to know how we can export the customization of all the entities programmatically . Or help me to get the metadata of the Entity forms dynamically Regards, Santosh ...

MS CRM can't add users after database restore

We have restored an old ms CRM database over a newer version. But when I try and add users which were already existed in newer version I get an error. If I delete the users from our of active directory and then try to add them to CRM it works fine. Is it possible that CRM is storing user information in the MSCRM_CONFIG. And can this b...

Problem in MS CRM 4.0 with Expand/Collapse on a SSRS 2008 report

Hello, I'm working on a SSRS report wich is deployed in a IFRAME in MS CRM 4.0. The deployement works, the report is available in the IFRAME. I have two linked problems (in my opinion): The function Expand/Collapse works in SSRS, but not in my CRM's IFRAME. The report contains parameters. Changing their values doesn't work in MS CRM,...

Create contactorders in MS CRM 4.0 through the SDK

Hi, I'm using .NET and the CRM SDK to manage salesorders in CRM. However, I want to be able to add contacts to salesorder. This should be possible using records in the intersect table contactorders. What is the procedure for adding contactorders? I tried creating a Dynamic Entity of the contactorder type, but I get the error that Create...

CRM user activity

Is there a way to track user activity in Microsft Dynamics CRM? The end result would be a list of users, showing a datetime for each access into CRM, and possibly what modules are being accessed. Also, is there a way to tie users to database connections, as is done in AX? ...

log4net with Microsoft Dynamics CRM 3.0 Callout

I'm working on converting a crm 3.0 callout library, and would like to use log4net for logging. I am able to get the library to compile and deployed to my crm server, but I can't seem to get it to log. I'm using a RollingLogFileAppender. I put the log4net.config and compiled versions of the library in the \server\assembly folder. I have...

Creating a Relationship Between Order Product (salesorderdetail) and Service Activity (serviceappointment)

Hi folks, We are using Microsoft CRM 4.0 to run a consulting business. Its working pretty well but we want to simplify the way we are doing some things. What we want to do is create an Order (salesorder) with multiple Order Products (salesorderdetal). So good so far. Next I want to be able associate each Order Product (salesorderdetail...