I'm using the built-in data import tool in Microsoft Dynamics CRM 4.0 to import some Customer Relationship records. I've created a .csv import file with the following fields: Party 1 Party 2 Role 1 Role 2 I specify this file, and because I've used the display names for the attributes in the import file, the attributes are mapped aut...
MSCRM 4.0 Problem: I'm currently storing xml files in the ISV directory along with my web applications. From a plugin (or potentially a seperate app), I need to find an easy way to navigate to the ISV directory to read these xml files. This routine will be called extremely often, so processing minimization should be a strong considerat...
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 ...
The problem occurs when running a mail merge against more than one contact record (This is a general problem that occurs from any entity). When the mail merge is completed, either via 'Edit individual letters' or 'print', and the option to create activities is chosen, only the first letter will be included in the merged document and have...
Hello, We use MS Dynamics 4.0 at work for our CRM. This handles all contact management, marketing, resource sharing w/ sharepoint integration, workflow management / collaboration and essentially is used by every department in the firm in some way or another. We have requirements from business for a new application that we have a tight ...
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...
"Microsoft CRM could not log you on to the system. Make sure your user record is enabled and that you have been assigned at least one security role. For more information, contact your system administrator." When I RDP into the server and try Microsoft CRM Workflow Manager/Monitor with http or https connectivity, it doesn't work. "The sp...
I have an SSRS report, deployed via CRM, that is meant to display information only related to a single entity instance (in this case, an individual Account). I am aware that I can use pre-filtering and also change the settings of the report to only display on "forms for related record types". However, when using pre-filtering, even whe...
Hi... I have gone through all the msdn stuff for getting started with the SDK for Microsoft CRM 4. I am trying to find any other basic examples / blog posts about implementing the SDK for MS CRM4. Does anyone know of some blogs that cover this? ...
Hi, We are a .NET LOB shop using MS CRM as our CRM platform. To this end, we many times a day during development phases are using remote debugging due to 2 connection limit to the server. We are able to setup remote debugging without logging onto the machine by using PsExec. This works great - but how the heck do we kill the remote deb...
Basically I am looking at doing remote deployment of custom plugin and workflow to an IFD MS CRM deployment. This means that the tool provided by Microsoft cannot be used. Does anyone do this? Is it advisable or not? What resources are available? I've done a lot of google-ing and reading and it seems like everyone is using the d...
I have created a web page (ASP.NET) that includes a stylesheet to mimic Dynamics CRM styles. This is to be used in a CRM IFRAME (within a form). The stylesheet is referenced as follows: <head id="Head1" runat="server"> <link href="Styles.css" rel="stylesheet" type="text/css" /> </head> When I load the page in Visual Studio, all i...
Hello All, I have Dynamics CRM 4.0 installed and wrote a plugin, registered it, and setup a "step" that included a few filtering attributes. 2 questions: 1) How can I get a list of filtering attributes that are configured for my plugin? (from within the plugin itself) 2) How can I get a list of those filtering attributes that are actua...
I'm setting up a proper dev environment for my client (dev/qa/stage/prod). I'd like to find a way to export reports so we can cleanly move from one environment to the next. Custom RDL type reports are easy (just import the RDL in the next environment), but the reports that are built inside CRM don't appear to export anywhere. Am I miss...
I have a MS CRM 4 form where when certain fields are changed, I need those fields to be written to an excel sheet. So, I edited the form field onchange event to call crmform.save() which triggers a plugin to run that writes the field value to a named range (1 cell) of an excel sheet. However, I don't know which field caused the save. ...
I found this documentation: http://support.microsoft.com/kb/917948 Does anyone have a better suggestion to accomplish this task? ...
In MS CRM 4.0 how can a form be readonly, including the relationship link. Clicking the link must show readonly forms of related entities as well (if main entity is readonly even realtions must appear as readonly whereas its not.). ...
I'm working on a ASP.NET (C#) site that pulls most of its data from Dynamics CRM over SOAP using Microsoft's CrmService SDK. I'm at the point where a query has returned an entity with a property of the type Customer. I need to get the name string of that customer record, but cannot figure out how to do so. By doing a little guess work ...