Issue is : I have one system Entity called 'Order' and another custom entity 'X'. I am looking for some kind of same functionality as available on Quote called 'Convert into Order'. I want the same functionality on Order form that there will be some button on it and when i click on it, it will create instance of entity 'X' and not only ...
Using CRM 4.0 with Sql Server 2005 sp2 I have done some customization on the OrderProduct form i.e. just add few more attributes. These new attributes are also mapped with the QuoteProduct. Whenever, I am standing on Quote and choose the option of 'Convert into Order', and open the Order form, all the things working fine in Order and Or...
I have a quote entity that I want to delete, how do I do so after its state is set to closed? ...
I am doing Dialog box development in CRM 4.0. Opening the dialog box through this line:- JavaScript="window.showModalDialog('http://localhost/CinmarPages/BatchPurchaseOrderChange.aspx', window, 'dialogHeight: 400px; dialogWidth: 600px;help:0;status:0;scroll:0'); crmGrid.Refresh();" On the Ok button of this dialog box the code written i...
What is the best way to trap errors/exceptions with the CRM 4 Web service. Is there a way to get more detailed error messages from the web service? There is a custom application that creates orders and when the get a error message from the web service it is not very details or useful. Is there a better way to get more detailed message...
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 ...
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? ...
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...
So each CRM user has their own saved views for each entity such as Account, Manager, Fund etc. But here's the issue: I need to delete a tab which has some form data. But if I delete the tab the views that use the information on this tab will break. For example, if I deleted a tab called "FUNDS" then a view that I had saved as "Fund In...
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...
I am trying to retrieve a list of all activities to a contact (not just regarding) using the CRM SDK. When ever I try to filter on 'to' (type of partylist) I get an error. {"Instance validation error: '49' is not a valid value for Microsoft.Crm.Sdk.Query.ConditionOperator."} So I guess the question is... How do I filter on a partylist...
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 ...
Hi I am wondering what is the Difference between Managed Solution and UnManaged Solution in CRM 5.0 (2011)?? Thanks ...
Hi I am trying to retrieve the data from CRM(that is on virtual machine) using WCF Service(that is on Host computer). I am running into the below SecurityException intermittently at Service.RetrieveMultiple while I am debugging from Host and trying to connect to CRM. Code: QueryExpression queryIssue = new QueryExpression { EntityN...
Hi all, I have a task to change envelope icons on the main Activities view page (Work Place, My Work -> Activities) for every row in the grid, depending on the custom status of the row in crm 4.0. I need to do it using JavaScript. Does anybody know if there is a way to do that and where should the JavaScript code be placed? I am assumi...