MS CRM Development Projects
The shop that I am working part time with is new to Microsoft CRM. I just want to survey what projects have developers done to the system to extend its capabilities. ...
mscrm
Accessing Controls on page loaded in IFrame in MS CRM 4.0 using Javascript
Hello All I have a custom aspx page loaded in a IFrame in one of the modules in MS CRM 4.0. This page basically has 6 textboxes (txtValue1, txtValue2 and so on..) with values in it. I want to access these values through javascript code either on the load event or save event. Does anybody know how to do it ? I tried couple of codes that ...
Creation of Dynamic Entities in MS CRM 4.0
Hey there I am trying to create a new contact using Dynamic Entity. The sample i found in CRM SDK had this code. // Set the properties of the contact using property objects. StringProperty firstname = new StringProperty(); firstname.Name = "firstname"; firstname.Value = "Jesper"; StringProperty lastname...
Retrieving Attribute names of an Entity in MS CRM 4.0
I am back again with another question on ms crm. The latest thing i am trying to do is retrieve the attribute name and type that exist in an entity, Dynamic Entity to be precise. I have the following code. DynamicEntity contactEntity = new DynamicEntity(); contactEntity.Name = EntityName.contact.ToString(); Property t = nu...
Connecting to Microsoft Dynamics CRM 4.0 from a legacy ASP application
I have a legacy ASP application written in JScript. At the moment it uses its own database tables for user accounts and authentication. The customer data for this app is being moved into Microsoft Dynamics CRM 4.0, and I need to modify the ASP site's authentication to look up user credentials in Dynamics CRM instead. Here's the possible...
Creating or Updating Custom Entites in MS CRM 4.0
For a requirement i was asked to export information into a custom entity that was created in MS CRM 4.0. I am trying to do this programmatically and I have not found a single code that actually accomplishes this. I wrote code to check if a certain value for a field exists in the entity but creating a new entity seems to be a little bit o...
Display and Use Advanced Find for Product Subscriptions by Account in Microsoft CRM 4.0
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...
How can I retrieve a full list of account activities with the Dynamics CRM Views?
Using the CRM views, is there a way to retrieve a list of all of the activities linked to a specific account? I want it to retrieve not only those associated with the account directly, but also those associated with the account's contacts, cases, etc. I am trying to replicate the list generated when you click the Activities option from ...
Get CRM Popups to Refresh Opening Window
I am loading a Microsoft CRM 4.0 window from an Intranet page using window.open(...). When the window closes, I need it to programmatically press a button on the page that opened it. I can do this from my own form by getting the button (whose name is passed in the querystring) and executing its click method in JavaScript. I thought I c...
How to create Dynamic send port for MS CRM 3.0/4.0 in BizTalk 2006?
HI , I want to create a dynamic send port for MS CRM 3.0/4.0 adapter. but i didn't get how to create it? Also i didn't get any methods to set user name and password required to access CRM. CRM URL is : http://localhost:5555 User name: Administrator Password: password Orgname: MicrosoftCRM I installed MS CRM Adapter[Both for 3.0/4.0...
Update Custom Entities in MS CRM 4.0 via Custom Workflow
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...
Partylist in Microsoft Dynamics Crm 4.0
Is it possible to create an attribute of type Partylist in Microsoft Dynamics Crm 4.0? ...
MS CRM Custom Workflow to access Project Server web service
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...
Server running Microsoft CRM cannot connect, but every other machine on network can
I have an annoying problem. On every machine on the network, browsing to our internal MS CRM URL works fine. However, if I log into the actual server itself and try to connect the same credentials just do not work. I get this error: HTTP Error 401.1 - Unauthorized You do not have permission to view this directory or page using the cr...
Microsoft CRM Exchange Router
Can someone help me out by explaining to me at a high level the use for the MS CRM Exchange Router over/with the Outlook Client? I'm reading all this reference-style docs, but I just can't grok it. Anyone? Thanks. ...
Report Output Export File Name Issue in CRM 4.0
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...
Disable Case Resolution Action on form load
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! ...
Create Custom Entity record using MS BTS 2006 adapter for MS CRM 4.0.
Hi Rich, i tried it with different custom entities it gives same error. and the same process works fine for customizable entities. I am working on CRM record creation using MS BTS 2006 adapter for MS CRM 4.0. I am able to create records for customizable entities [e.g. Account, contact]. But I am getting an error when trying to create re...
How can I link entities in a CRM 4.0 query using the web service and return columns from both?
I have a query that I need to execute against CRM. It is the equivalent of the following in SQL: SELECT A.*, B.* FROM Table1 A INNER JOIN Table2 B ON A.ID = B.ID I created a query and added a linkentity as follows: link.JoinOperator = JoinOperator.Inner; link.LinkFromEntityName = EntityName.new_Table1.ToString(); link.LinkFromAttribu...
Microsoft CRM 4.0 Workflow: How can I email a list of related Entities?
I'm building a workflow in Microsoft CRM 4.0 for an Entity E1. In this wf, I have to send an email. In the email, I have to print all entities of E1 that match certain conditions. For example, it would be great the following mail: Hi Carl, this is your list of account created until yesterday: account1, info account2, info...