I recompiled a library of CRM 3.0 callouts and deployed them to my CRM 4.0 instance. One of my PostUpdate callout calls service.Update(). This is causing the update method to fire many times. It eventually stops due to timeout errors. This does not happen when these callouts are used with CRM 3.0. The method signature is as follows for ...
I'm using the built-in data import tool in Microsoft Dynamics CRM 4.0 to import some Customer Relationship records. I've created a .csv import file with the following fields: Party 1 Party 2 Role 1 Role 2 I specify this file, and because I've used the display names for the attributes in the import file, the attributes are mapped aut...
Hello, everyone I'm currently working a relationship Tree for a given GUID. i'm working on Dynamic CRM 4, C# and a SQL 2005 database. i have done the mapping, but one of the requirments is that near the name of each related entity, i will also add the description of the relation as defined in the CRM. since the description name cannot ...
I'm trying to implement Microsoft's social networking solution accelerator on my Dynamics CRM deployment. I've resolved a number of issues with the code already but this last one has me stumped. The Social Networking Accelerator (hereafter referred to as SNA) uses the following code to get data from Twitter: case "GET": ...
Hi, I created a workflow . My workflow sends e-mails to users who has salesperson security role. But I have big problem. After I export and import customizations in different company users of old company are shown on the e-mail template. How can I create a worflow which sends e-mail to users who has selected security role. Regards, E...
Hi, How can I check user's role in workflow? I have a workflow it will send a mail to users if owner of created entity does not have sales manager role. ...
The problem occurs when running a mail merge against more than one contact record (This is a general problem that occurs from any entity). When the mail merge is completed, either via 'Edit individual letters' or 'print', and the option to create activities is chosen, only the first letter will be included in the merged document and have...
I'm creating a Dynamics CRM workflow assembly to be executed when a new Note is created on another record of any type. I need to be able to access a property Prop1 on that newly created Note entity to accomplish other tasks. Previously I've only accessed values that were input from a field or from the user, but never on a property of...
Hey guys, I'm using MS CRM 4 in IE8. On the Order Product form, I am attempting to use the OnChanged event of the Quantity field do give some feedback to the user based on the current value of the Product lookup field. My problem is that no matter what I do, the DataValue property of the field is always null. Here's the javascript I'...
I have developed a workflow for automatically closing appointments that are 28 days past the start date. To do this I have created a organisation scoped workflow using a Workflow timeout activity to wait until 28 days after the start date before closing. I am concerned that this may place an increasingly large load on the CRM implementa...
For integration purposes our users in Dynamics CRM need to have the same GUIDs as in the rest of our environment (several custom web apps built on ASP.NET and SQL Server 2005). But when we try to create a new Dynamics user with a certain GUID, Dynamics just ignores it and creates its own (the pattern of which leads me to believe that it...
Hi i'm having problems assigning a value to a custom field. i've added multiple custom fields to our Dynamics CRM 4.0 installation. i've pressed publish. I've gone to Settings -> Customization -> Download Web Description Files, and downloaded the wsdl replacing my current one in the project I've pressed Update Web Reference In my co...
I am extending some CRM callouts to add extra functionality, I have been told not to rewrite them as plugins for compatibility reasons. In a postupdate on the lead entity I want to carry out some extra actions if a certain attribute on the lead entity has changed. My callout is corectly registered and triggers after a lead is updated a...
I have an SSRS report, deployed via CRM, that is meant to display information only related to a single entity instance (in this case, an individual Account). I am aware that I can use pre-filtering and also change the settings of the report to only display on "forms for related record types". However, when using pre-filtering, even whe...
I have several workflows where the users want to set the number of days before a date defined in an entity (e.g. contract end date) to receive a notice. Within a Wait Condition, is there a way to set the number of days before to an int attribute in the entity, rather than hard code it? Any workarounds if that is not possible? ...
I need to set the value of a field in a form via JavaScript. The source of the data is from another source, via an IFRAME. I'm running this code in the onload of the ASPX page in the IFRAME: // Get value from source var currencyText = document.getElementById("contractValue").value; // Convert that value to a number, stripping out non-...
I have created a web page (ASP.NET) that includes a stylesheet to mimic Dynamics CRM styles. This is to be used in a CRM IFRAME (within a form). The stylesheet is referenced as follows: <head id="Head1" runat="server"> <link href="Styles.css" rel="stylesheet" type="text/css" /> </head> When I load the page in Visual Studio, all i...
It doesn't look like Dynamics allows for recurring appointments. I found a tutorial for recurring service activities, but I don't really follow the portion where it sends a SOAP object. If anyone can help I would appreciate it ...
I need to write a plugin for Dynamics CRM 4.0 that executes when a closed opportunity is reopened in order to change the salesstagecode. My questions are: When I register a new step to the plugin, what attribute(s) should I filter on? What property on the entity should I check the value of? and What should I look for the value of th...
What is the best way in terms of speed of the platform and maintainability to access data (read only) on CRM 4? I've done all three, but interested in the opinions of the crowd. Via the API Via the webservices directly Via DB calls to the views ...and why? My thoughts normally center around DB calls to the views but I know there ar...