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. ...
I have a use case which I think can only be modeled by heavy customization of the CRUD form; hoping there is a better way, and if not, for any kind of insight :) I need to model a use case where the standard create Referral (custom entity) form is a sequence of stages (eg. tabs with logical previous/next buttons). I need to hold the use...
I've made a custom entity that will work as an data modification audit (any entity modified will trigger creating an instance of this entity). So far I have the plugin working fine (tracking old and new versions of properties changed). I'd like to also keep track of what entity this is related to. At first I added a N:1 from DataHistory...
I'm customising Dynamics CRM 4 and would like to modify the Form for the Case entity to add some JavaScript to the onchange event for the Knowledge Base Article lookup field (kbarticleid_ledit). However, when I click Change Properties for that field I get an error message: This field belongs to a locked section and cannot have its prope...
I have avoided working with fetchxml as I have been unsure the best way to handle the result data after calling crmService.Fetch(fetchXml). In a couple of situations, I have used an XDocument with LINQ to retrieve the data from this data structure, such as: XDocument resultset = XDocument.Parse(_service.Fetch(fetchXml)); if (resultset.R...
In MSCRM4, if I run something like... this.myService.Update(c) where c is a customeropportunityrole and I change only the "description" field, I get an exception saying "Customer relationship already exists." If I change the opportunityrole, the update will work without error (also updating the description field.) The only workaroun...
I found LINQtoCRM (http://linqtocrm.codeplex.com/) and I started playing with it. It's nice, but before I get carried away I found there appears to be a showstopper: I can't figure out how to query against DynamicEntities (so I can query against my custom entities). Can someone confirm if this is currently impossible? Or give an example ...
What can we expect from this new release? ...
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...
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. ...
Hi I want to set up Microsoft Dynamics CRM to monitor a single mailbox using pop3 and then have any mails in that mailbox added as email activities to a queue in CRM. I have set up the pop3 mail box and I know that it works. I have set up the email router with an incoming profile for the mailbox. I have a queue called "inbound" in CRM...
Is it possible to have a plugin or workflow change the properties off a word document when it’s uploaded to an entities notes. For example, add the GUID of the letter activity to the word document attached to it? Thanks for your help in advanced. ...
Hi How would you suggest working with files that is stored on the note of a entity in Crm. Could you write a generic method that will enable you to access any type of file? Or would it be better to have a method for dealing with each type of file? For example, we are going to be saving a mix of swf files and xml files on the entity, ...
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 ...
I would like to create new contacts and leads using php. I can't quite figure out how to call the methods of the mscrm 3 web service. The php soap class seems quite simple to use. I am able to connect and authenticate to the crm web service and get a list of available functions however I am unsure how to go about calling them. I have...
I've inherited an implementation of MS CRM 3.0 where individual contacts are each assigned to a particular "distributor." Unfortunately, distributors are not defined as any sort of entity. Instead, the contact form was modified to include extra fields that contain the distributor name and address. Up till now, each time the distribu...
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, I have recently helped some of our users set up several workflows to send emails. Now that these have been in use for a couple of weeks we have noticed that each time the workflow runs, emails to different recipients are sometimes given the same email Tracking Token. This has resulted a number of emails tracking to the wrong Lead wh...