I wrote a plugin for Dynamics 4.0 to change the value of a picklist when an opportunity entity is reopened. The picklist value is updated correctly, but the form doesn't show this until the form is closed and reopened. Here is my plugin: public void Execute(IPluginExecutionContext context) { if (context.InputParameters...
I need to get the GUID of a record from Dynamics CRM 4 workflow. It's a record that's created during the workflow's execution. I thought of writing a w/f assembly that accepts a lookup and returns a string containing the GUID (which is enough for my purpose). However, the Lookup in the assembly must specify the type of entity. As the req...
The CRM SDK says this is possible but the following code fails. Does anyone know why? var request = new RetrieveMultipleRequest(); var query = new QueryExpression(EntityName.asyncoperation.ToString()); query.ColumnSet = new AllColumns(); request.Query = query; var response = _connection.Execute(request); The error is: <error>\n <co...
Hello All, I have Dynamics CRM 4.0 installed and wrote a plugin, registered it, and setup a "step" that included a few filtering attributes. 2 questions: 1) How can I get a list of filtering attributes that are configured for my plugin? (from within the plugin itself) 2) How can I get a list of those filtering attributes that are actua...
I'm setting up a proper dev environment for my client (dev/qa/stage/prod). I'd like to find a way to export reports so we can cleanly move from one environment to the next. Custom RDL type reports are easy (just import the RDL in the next environment), but the reports that are built inside CRM don't appear to export anywhere. Am I miss...
I'd like to add the deliveryreceiptrequested attribute to the email entity form. It's not shown on the list of fields and I don't see on the standard email form. Is this possible? ...
I have a MS CRM 4 form where when certain fields are changed, I need those fields to be written to an excel sheet. So, I edited the form field onchange event to call crmform.save() which triggers a plugin to run that writes the field value to a named range (1 cell) of an excel sheet. However, I don't know which field caused the save. ...
I found this documentation: http://support.microsoft.com/kb/917948 Does anyone have a better suggestion to accomplish this task? ...
I would like to have a workflow create a task, then email the assigned user that they have a new task and include a link to the newly created task in the body of the email. I have client side code that will correctly create the edit URL, using the entities GUID and stores it in a custom attribute. However, when the task is created from w...
I have a custom ASP.NET solution deployed to the ISV directory of an MS Dynamics CRM 4.0 application. We have created a custom entity, whose data entry requires more dynamism than is possible through the form builder within CRM. To accomplish this, we have created an ASP.NET form surfaced through an IFRAME on the entity's main form. H...
Hi there, does anybody knows how to get (programmatically - C#) the list (and details) of campaigns on Microsoft CRM 3.0 (using the webservice CRM Service) ?? Any help or documentation link would be appreciated. Thanks in advance. ...
Hi I need to work on a Dynamics project in next 3 months with Pharmaceutical client. I have been working on .NET technologies from last couple of years. Now I am interestred in learning Microsoft Dynamics. Please suggest how and where to start for the Dynamics Beginners...... your ideas/ any tutorial links / materials/ Books/ Traning/...
I'm working for the first time on a MS Dyanmics CRM 4.0 project. Our company has a high number of remote employees and even more remote consultants. As such it will be necessary to make the CRM solution available over the internet. As near as I can tell, I have three options: Have everyone use a VPN to access an intranet site (typical ...
I would like to take advantage of .NET4 for Dynamics CRM4.0. It is great for most things but I get a file not found exception when trying to register a workflow. It can't find System.Workflow.ComponentModel 4.0.0.0. Is there a workaround? ...
Hi I am trying to create a simple alert as an onload event on the contact entity. However, I only want this to trigger if one of the conditions is that the contact is still active. I therefore put it the following: if (crmForm.all.statecode.DataValue == 0) { alert("'Whatever alert I want") ; } However, when I load the contact reco...
Hi all, The team I'm working with have created a CRM4 add-on which encapsulates 'standard' CRM customisations (such as modifying existing entities, adding our own custom entities), reports, plug-ins, and our own web pages (in IFrames) and web services. All pretty typical stuff. I'm writing all the requisite installation code to simplif...
I need to implement a bi-directional communication between Microsoft Dynamics CRM and a 3rd party server. The ideal scenario is as follows: User tries to create an entity in CRM In pre-create hook a 3rd party library function is called (or web service or whatever), filled with relevant info, which tries to create the respective entity ...
I've been doing a lot of editing in MS Dynamics CRM 4.0 using the web designer. I'm wondering if there is a more efficient way to edit workflows and wondering if VS 2008 could be used (and if it is more efficient). If so how? Thanks! ...
How can I run an ASP.net 4.0 app in the ISV folder on CRM 4.0? It works if I make the asp.net app target .net 2.0, but if I switch it to .net 4.0 I get 404.17's. Which imply that the script handler setting is missing from my web config, but isn't that built into the .net 4.0 runtime now? (hence it's removal from the web.config automat...
Does anybody have resources on multivariant email testing in Dynamics CRM? Multivariant email being where an organization wants to segment their contacts and send separant variations of an email campaign to different segments in their organization? ...