I have an Orders table that stores the Ordernumber as NVarChar. We manually increment the order number by querying for the biggest order number ordering in descending order and returning the top 1 and then adding 1. We have this implemented in Microsoft CRM 4.0. e.g Order Numbers (NVarchar) 99 456 32 When I query the above values i...
I'm looking to mimic the behavior of the "activitypointer" entity with custom entities. For example, I'd like to have "equipmentpointer" that will provide a rollup view of all types of equipment associated with an account. Is this possible to create programatically? ...
I have an ASP.Net MVC Page with a very simple form on it: One Textbox and a submit button. The form uses the standard mvc BeginForm() syntax: <% using (Html.BeginForm()) { %> When the page is opened directly, everything works fine. However, we have another web site (non MVC) that loads this page within an iFrame. Most browsers seem t...
So it seems using FetchXML doesn't return a column if there is no data held for it in CRM. For example: <fetch mapping="logical" count="50"> <entity name="contact"> <attribute name="contactid" /> <attribute name="emailaddress1" /> <attribute name="firstname" /> <attribute name="jobtitle" /> <attribute name="lastname" /> <attribut...
When I am trying to install the IFD tool on an on-premise CRM installation it is not updating the registry and the database. Should the user doing the installation have some special permissions. ...
Is there any free code generating tool that can connect to crm server and create code for selected entities? The code should use SDK assemblies. UPDATE: @friism C# code if possible, each entity one class and each attribute one property so it's not necessary to use Properties collection. That's basically what I had in mind, when I starte...
Hi, I'm Creating a workflow that needs to send the users an email on set events. This I don't have a problem with. However can someone please confirm if you need the local windows SMTP service installed or if I can use another method for it to send the emails. UPDATE Ok I've just read about the E-mail Router, just need to find out wh...
I’m about right a workflow in CRM that calls itself every day. This is a recursive workflow. It will run on half a million entities each day and deactive the record if it was not been upodated in the past 3 days. I’m worried about performance has anyone else done this. ...
I need to setup hierarchies in MS CRM 4.0. I've below mentioned four levels of hierarchy.... Sales Agent -> Sales Manager -> Area Sales Manager -> Regional Office. Sales Agent guy is at lowest level of hierarchy and Regional Office is at highest level of hierarchy. Along with setting up these hierarchies, I need to implement data level s...
There are 2 customisation tasks I have been asked about on the Outlook client CRM Contacts address list:- 1) Adding/removing columns to the list 2) Allow users to select email 1 or email2 for a contact. In CRM, there are 2 out of the box email fields, but the only one you can select in the address list is email1. For this to happen, th...
I am using SSRS reports in MS Crm 4.0 I have two datetime parameters in my report. They are fine until someone type in an invalid format, e.g. 9/30/2008 or 40/09/2008 or random text. It logs an Error in the event log but my manager doesn’t want to see it. Now, just wondering how to do a client side validation and stop the report gets e...
This is probably one of those questions with an obvious answer, but when I customize a form in CRM it appears in a pop-up without toolbars. How can I enable the IE toolbar so that it will enable me to easily determine the html elements I need to manipulate in the Javascript? I'm using IE7 by the way. Cheers, Peter. ...
I tried to write some code to import a large customization containing 50+ entities. I used the microsoft article 'ImportXmlWithProgress Message (CrmService) as a bases, but was not getting the output I expected. The 'job.data' in the following code was not changing from the original parameterxml data. So this implies to me that the imp...
I have an many to many relation between Account and Product entities. I’m unable to find the correct permissions so users in salesperon security role be able to use this relations. They should be able to add records on this relation on account form but „Add new record” button is missing. ...
Is there any way (3rd party product or other method) to do a partial restore to ms crm? Say a user accidentially deleted an account. Is there anyway to restore just that single account and corresponding notes, activities etc? We limit users' permissions but inevitably they will have permission to delete some things and will want to ...
I am building custom reports in Microsoft CRM and am using the CRM_URL parameter to created drill downs. However, the URL coming in is http://myserver.com/org/CRMReports... but it should be https://myserver.com/org/CRMReports... My understanding is that this value is dynamically passed in by MS CRM. How/where can I update this URL to ...
We are migrating to CRM 4.0 from 3.0. In this process, we have had our data migrated from our existing CRM 3.0 instance to a new CRM 4.0 instance. This has been going all well and good until I got to the point of installing our existing callouts and workflow DLLs. I know that I need to rewrite them, but our migration schedule does not ...
I have created a workflow assembly for Microsoft CRM 4.0, and uploaded it to the server, storing it in the database, using the Plugin Registration Tool v2.2 from http://code.msdn.microsoft.com/crmplugin . So far all's well and good, I use it in a workflow, and determine I have some bugs. I fix them, and update the assembly using the ...
Hi No matter what i attempt i keep getting the following exception being thrown by MSCRM 4.0 Invalid format of input XML for request SetStateITG_glcode: required field 'EntityId' is missing here is the captured SoapEnvelope from WireShark going to MSCRM where you can see that there is in fact a EntityId element. <s:Body><ns0:Exec...