Hello there. I am looking for a solution to my problem. Is there a way to grab the value of the queue that a user assigns a case to on the case form. I would like to add the queue name to a custom attribute for further use during the save. I am using CRM 4 enterprise Thanks J ...
By default when viewing an account in edit mode you have access to Opportunities, Invoices, and Quotes which contain the products being shopped by the account and/or the sales department. I'm trying to determine where to store, display, and use the products that an account has a subscription too. I may not understand the implementatio...
I wrote my own C# code to do the data migration from .csv file to MS CRM 4.0 via CRM Webservices. Now when I tried to migrate data into the annotation entity's NoteText attribute, I got Parsing error: “Row is too long to import". The problem is the input text field contains more than 4000 characters and the parser doesn't like it. 4000 ...
I have created a custom entity in MS CRM 4.0 and am trying to update a couple of the attributes via a custom worflow in .Net. I have read through several of the forums and blog posts and am still confused on how to access the custom entity and update some of their attributes. I created a custom entity to replace how CRM was doing all...
I am trying to create a custom workflow in ms crm 4 so that when a task is completed it will take some of the attributes of the task and add an entry in project server on a timesheet. I am able to access the project server web services (PSI) and create a time sheet entry from a c# console app and I can do other custom workflows in crm no...
HI, i am using BTS 2006 adapter for MS CRM 4.0 to create records and to fetch data from MS CRM 4.0. I want to get the response from CRM after the record is created or to fetch data from CRM For this i am using response.xsd coming with BTS 2006 adapter for MS CRM 4.0 to receive response from MS CRM i set the target namespace for reponse....
Hello All, We have recently upgraded our CRM system from 3.0 to 4.0. Since then we are having troubles with our reports. Whenever we export the report to excel format, the file which is created in CRM 4.0 has name as some "GUID".xls. Not just the name of the file, the sheet contianing the output also has GUID as the name. This ap...
I am trying to disable the ability to resolve a case in CRM unless a couple fields have data. I would like to gray out the case resolution action and was wondering if anyone knew how to do this on the form Load. Thanks! ...
We have a problem with the onload event of the form for a custom entity not firing. The form did work correctly for a period but recently has stopped working. Now none of the code in the event is executed when the form is opened - either when creating a new instance of the entity or when opening an existing one. The code does however ...
Hello Dynamics CRM gurus :) My boss asked me to do a research on available CMSes on market because cms we are using currently is rather a mess. For me as a .NET developer it would be great to choose and implement Dynamics CRM because of extensibility and perfect integration with .NET environment and well-known tools. All marketing blah...
Does anybody know how to rename 'More Addresses' in Account and Contact entities navigation pane? The usual method would be to change the display options in the address/contact or account relationship, but this is read only in this case. ...
Is it possible to schedule pulgin on CRM. I ‘m trying to create a reminder task activity for an opportunity entity if no there has been no activities in the last week. I would like this to run every week. Thanks in Advance. ...
I'm looking for help with using iframe with a FDF. It also has to display in IE because we use MS CRM. The PDF that the FDF is referencing is encrypted so I can't do any server side merging (I don't think). I've looked at the FDF-Toolkit but it's little over kill for just displaying, also I have heard that it doesn't always work. Thank...
I have a workflow on an opportunity. I am trying to count the number activities from the opportunity workflow. And use this count on condition within the workflow. ...
Hi, I'm trying to install the SSRS data connector for my CRM4 implementation. I'm using the method described here: http://support.microsoft.com/kb/947060 (Method 2) but keep getting the same error message: Unable to validate SQL Server Reporting Services Report Server installation. Please check that it is correctly installed on the loc...
I have a custom ASPX search page for a CRM 4.0 solution I am working on. I want to be able to clear out the asp.net datagrid I have on the search page. Right now if a person does a search it returns the results in the datagrid but if they do another search and there are no results for the new search the old search results are still in ...
Hi! I would like to have a new e-mail window to pop up when I change value on an attribute. Does anyone have any suggestion how to fix that? ...
Hi, I have two custom entites, Product and ProductType, linked together in many-to-one relationship. Product has a lookup field to ProductType. I'm trying to write a query to fetch Type1 products with a price over 100, and Type2 products with a price lower than 100. Here's how I would do it in SQL : select * from Product P inner j...
I have this code that works in a unit test but doesn't work when executed in the context of a plugin. What the code does is try to create a lead by calling the crm4 webservice. When the plugin executes I get the following exception: "HTTP status 401: Unauthorized" This is the code that initialises an instance of the webservice CrmAuth...
Hi, I have a custom entity in Microsoft CRM (4.0). The user has to input records however usually they have a batch of 20+ records that are almost the same apart from 2 or 3 fields which need changing. I know I need to write some custom code to enable this functionally. However can anyone recommend any methods to do this. Ideally ther...