We are currently in the midst of upgrading our CRM 3.0 installation to CRM 4.0. One of the things we were doing from our external web site is pulling a PDF of a report using the ReportViewer control and then doing a ReportViewer.ServerReport.Render(). From what I've gathered, this doesn't work anymore, because anything I try to do fail...
Hi all, I'm currently using Microsoft CRM4 Mail merge function, which stores Word files as XML files inside CRM. My client has a requirement to prompt the user for more information (not found in CRM) upon mail merging. Previously, we used the Word 'FILLIN' commands, but it does not work with CRM mail merge as it only prompts the use...
Does anyone have sample code to add a new user to CRM 4.0 using sdk? ...
CRM saves attachements in AnnotationBase base table. How can I convert the text in the DocumentBody entity back to file and save it the file system. I’m comfortable with plugins and workflow activities. But can't figure how to convert a string in the database to a file on the system. ...
We are developing workflow to change properties in Word documents that have been saved against letter activities created by mail merge, and would prefer to code against Office 2007 for simplicity, and to save having to recode in the future. Any ideas? ...
Hi all, I have a question about the Dynamics CRM 4.0 Webservice. I've been using it to get records from CRM into ASP.NET. After the request and the casting, the values of the columns (for instance for a contact) can be accessed through; BusinessEntity be = getBusinessEntity(service, crmGuid, type, colnames); contact tmp = (contact)be; ...
The error message is: "An error occurred when the workflow was being created. Try to save the workflow again." More info: Running CRM 4.0, with service pack 6 installed. I was able to publish workflows, but the moment I placed a email step on the workflow it did not want to publish, with the above error message. ...
I am trying to use the Microsoft CRM 4 webservices. However, I get the 401 Unauthorized error for any requests I send. I am running under my own user account, which has access to CRM. What user privileges do I need to add, in order to get access ? ...
I am developing a tool that needs to read data from Microsoft CRM using the webservice API. I need to get all the members of a marketing list. I can get all the lists in the system using the webservice, but I can't get the members of a list. This is the query I have so far, which I can run, but it does not return any members: Q...
My requirement is to access an increment number from sql and place that no in crm quote attribute (new_prefix) while we creating a new Quote. I generated the table in sql but i am not able to upload data to the corresponding attribute. Please help me. ...
We have restored an old ms CRM database over a newer version. But when I try and add users which were already existed in newer version I get an error. If I delete the users from our of active directory and then try to add them to CRM it works fine. Is it possible that CRM is storing user information in the MSCRM_CONFIG. And can this b...
Hi, I'm using .NET and the CRM SDK to manage salesorders in CRM. However, I want to be able to add contacts to salesorder. This should be possible using records in the intersect table contactorders. What is the procedure for adding contactorders? I tried creating a Dynamic Entity of the contactorder type, but I get the error that Create...
Hi folks, We are using Microsoft CRM 4.0 to run a consulting business. Its working pretty well but we want to simplify the way we are doing some things. What we want to do is create an Order (salesorder) with multiple Order Products (salesorderdetal). So good so far. Next I want to be able associate each Order Product (salesorderdetail...
Hi, i have a checkbox in the lead entity.When i check on the checkbox,a PDF Note should produce pulling information from the Lead form and is emailed.Here how will i create a pdf note pulling information from Lead and email?Can anyone tell me how to do this? Thanks Adhars ...
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. ...
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...
By default customer type lookups allow both account and contact entity types. i just need to restrict the customer lookup on the quotation form so it only allows contacts. Is there a way to achieve this? ...
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...
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...