microsoft-dynamics-crm

Programatically retreive an attachment stored on a note on a CRM 4.0 entity

Hi How would you suggest working with files that is stored on the note of a entity in Crm. Could you write a generic method that will enable you to access any type of file? Or would it be better to have a method for dealing with each type of file? For example, we are going to be saving a mix of swf files and xml files on the entity, ...

How can I connect to a Microsoft Dynamics CRM server using Python?

The Microsoft Dynamics CRM service uses NTLM authentication, which makes connecting to it from a python process using suds somewhat complicated. I'm looking for a code sample that will: Send and receive the response from a RetrieveAttributeRequest Send and receive the response from an Execute request. This must use Python 2.6 or Pyth...

microsoft dynamics crm WS -- what can he do?

hi, can the webservices for micorsoft dynamics crm give me all informations that the system helds? that is : is all data held in these "entities" ``? Do you know a good tutorial or architectural overview of Microsofts Dynamics CRM ? yours Andy ...

Remove duplicates from custom entities in Microsoft Dynamics CRM

Has anyone found a good way to either merge or remove duplicates that are in custom entities? In our case we have two custom entities, literature history and subscriptions which relate contacts back to a custom entity named literature. I can run a duplicate detection job, but this returns thousands of records and deleting them one at a...

Can you export a Queue from Dynamics CRM?

Can you export a Queue from Dynamics CRM? I have a number of workflows that assign certain tasks to Queues for users to pick up later. There doesn't seem to be a way to export a Queue from CRM with the other customisations which means all the queues have to be setup again after a deployment. Am I just missing where to export Queues as...

Concatenated / Calculated Columns in Dynamics CRM View

Hi I am new to MS Dynamics and I would like to know if there is a way of adding column to a view within that is a concatenation of some other columns, for example: Firstname + ' ' + Lastname As Fullname There doesn't seem like there is an obvious (elegant) solution to this, all the suggestions I have seen suggest using javascript to ...

CRM Plugin for Export to Excel

I wish to write a plugin which intercepts export to excel function in dynamics CRM 4.0. I want to limit the data (based on a security logic) when user exports to excel contact data. I can not find a message related to export, it is just execute message. Is there any property in Exceutioncontext which could be used to identify export? ...

How to set different decimal precision on pricelist vs. order/quote in Dynamics CRM 4.0

We have product prices that per unit cost 0.0135. These are usually sold in large quantities so the resulting prices are in the area 135,000.00. It is important to us that Dynamics CRM shows the amounts using maximum 2 decimals in all forms and views on at least quote and order. To do this we have set Pricing Decimal Precision = 2 in Sy...

MS CRM - Import Organization faild

I am using Microsoft Dynamics CRM 4.0, and Importing Organization through wizard in CRM Development Manager. When i click on Import button(during wizard) it's show exception like below, Microsoft.Crm.CrmException: Import Organization (Name=xxxxx), Id=xxxxx00000) faild with Exception: System.Data.SqlClient.SqlException: Cannot find the ...

Schedule a Microsoft Dynamics CRM 4.0 Workflow

I am in the process of puting together a custom workflow activity to be used in Microsoft Dynamics CRM 4.0 What I would like to ultimatly acheive is configure a workflow that runs on a schedueled basis i.e run every 2 hours Monday to Friday, rather than on a particular "CRM event" like create, delete status change ect. Does anyone ha...

Creating Filter for my Associated View

Senario: Open an account in CRM 2011 beta and click on activities on the left navigation pane, you will now see activities of the selected account and now have two filter drop down lists on the top which allow you to view activities of the account or sub accounts of this account. Is this filter drop downs something customizable or is i...

How to access CRM 4.0 settings programmatically?

Some of the plugins I wrote (re)calculate various prices, and I used Math.Round to keep results accurate with the default 2 digit setting in CRM. But I figured... what if a user decides to set his CRM to use a different precision? So, I need to access the CRM settings programmatically, so that my functions can work with whatever settin...

restrict customer lookup to contacts bug

I'm using microsoft dynamics crm 4 I inserted the following line to restrict a customer lookup to contacts only (no accounts): crmForm.all.customerid.setAttribute("lookuptypes", "2"); It does restrict the lookup to contacts only, but there is a strange bug: When i select any customer, the icon next to him becomes the account icon, no...

Creating a single CRM plugin DLL to store in the CRM database

Since the suggested way of storing plugins in MS CRM is via the CRM database, I figured it's about time to do something about the method I'm currently using, which is storing the DLLs on the disk. The trouble however is that I don't know how to embed all the other various bits that are needed by the DLL: the localization resource files ...