mscrm

MSCRM: Can one convert a CrmService to a DataContext (new CRM SDK)?

Hello everyone, I'm trying to create a DataContext (a class available via the new MSCRM SDK) from an existing CrmService. Is this at all possible in a supported manner? If so, how can this be done? ...

How to change the panel title when redirecting from a sitemap url?

I have created a custom settings page that looks nearly identical to the Settings->Administration page. I have a sitemap item to display this custom page. For some of the custom items, I want the link to redirect to the default CRM grid on a particular entity. This would ideally work similarly to Settings->Administration->Teams page. ie...

Listbox control in MS CRM

Can i use ListBox control in MS CRM? I want to scroll the list item insid list. But in picklist It seems not possible. So i just want to add the Listbox control in dynamic CRM page .So can I ? ...

Left join in FetchXml?

How do i do a left join using FetchXml? Consider a simple SQL query like the following: select person.name, address.city from person left join address on person.addressid = address.addressid How would something simple like this be done using FetchXml? Currently my FetchXml query looks like the following: <fetch mapping='logical'> ...

creating a contact and updating a custom field MSCRM 4

Hello, Here is my code sample... using System; using System.Collections.Generic; using System.ComponentModel; using System.Data; using System.Drawing; using System.Linq; using System.Text; using System.Windows.Forms; using ProjectName.CrmSdk; //The CrmSdk ref is to the webservice url. //ServerName and OrgName are setup in...

CRM 3.0 Callout not working: event: postcreate, exception: System.InvalidCastException: Specified cast is not valid.

Just trying to do a (I thought) simple callout to read a number from a text file stored on the CRM server, use it as one of the values on the CRM form, and increment the number and then rewrite it to the text file. When I load the form, the callout ostensibly does nothing and Event Viewer on the server gives me this unhelpful invalid cas...

Can a CRM 3.0 PreCreate callout fill form fields in advance?

I just finished my first CRM callout, and it's working great, but it doesn't actually seem to take effect until the form that calls it is saved. It's a PreCreate deal that assigns a value to one of the attributes present on the form. Is there any way to get it to assign the new value and display it on the form as soon as you load it, or ...

How can I append to a field on a form in a CRM Callout?

I can't find any information about this. I've got a CRM callout that fires from a form, and I need append to one of the fields; for example, the field might have something like "BH" in it, and I need the callout to do some calculations and alter the field so that it reads "BH002129" or whatever, but no matter how I try it, it ends up jus...

MS CRM 3.0 , CRMWEBSERVICE,

we Have a ms crm 3 instance installed and running on a VM, we have created a separate project and are creating a custom web service. we have added web references to the crm webservice as well as the metadata service and it connected fine. however when we try and use the CRMService.[entity] it is not providing us with any of the entities ...

Can I use the Dynamics CRM 4.0 SDK against a hosted IFD system?

I am running this code (with names and security details obscured). When I do, I get 401 unauthorised. The credentials are that of the user on the hosted server. Is this possible against an IFD system? var token = new CrmAuthenticationToken(); token.AuthenticationType = 0; token.OrganizationName = "myorganisation"; C...

Updating an Activity in MS CRM via web service?

I've been trying to do this all morning. Anyone have a code snippet (C#) showing how to update an "activity" within CRM via the webservice? I can CreateReadUpdateDelete with entities, but I'm not sure how to do it with Activities. Can't find anything on google either... ...

Remove duplicates from custom entities in Microsoft Dynamics CRM

Has anyone found a good way to either merge or remove duplicates that are in custom entities? In our case we have two custom entities, literature history and subscriptions which relate contacts back to a custom entity named literature. I can run a duplicate detection job, but this returns thousands of records and deleting them one at a...

Pull data from another entity in CRM 3.0?

I have a form with three fields that I'd like to populate based on three attributes of a different entity. What's the best way to do this? I tried this, based on stuff I found online: if (crmForm.all.new_name.DataValue == null) { return; } var sdk = new XrmDataContext(null, null); var id = crmForm.all.new_name.DataValue[0].id; var fetch...

MS CRM 4.0 Certain fields appear only if a certain answer is selected?

I would like to know if it was possible to make certain fields invisible until the question linked to them is selected to Yes. Then other fields pop up to go into more detail. I'm not sure if CRM can do this, but if so I would like to know how. ...

Telerik conecting to Dynamics CRM

Hi there, I am trying to create a dashboard for Dynamics CRM 4.0 using the telerik silverlight rad controls and charts. what is the easiest/fastest way to link my project to CRM? ...

Has anyone used the ConstraintRelationship class for Dynamics CRM?

As documented here there is a property on the AppointmentRequest class for the CRM webservice that allows you to add constraints to what possible appointments are returned from a search. The actual constraint is specified as an xml string, but I can find almost no documentation about it. Can any one point me to any relevant resources? ...

Transfer data of Custom field from Quote to Order, when Quote is won

I am working on MS Dynamics CRM 4.0 with Sql server 2005. I have created some new fields(attributes) on the Quote and QuoteProduct pages. I have created the same fields(attributes) on Order and OrderProduct pages. Now, the question is, if I won the quote, I want the data of new fields of Quote and QuoteProduct in the newly created field...

New Product Link in Action tool bar is Not Available (Order Entity)

The issue which I am facing is regarding the Orders, steps are Go to Orders - New - Enter detail on this page and click on Save. Now, click on the Write-In product in detail pane. But, New Product link in Action tool bar is not coming. In order to check this I take the import of ISV.config and Site Map, but I didn't find anything related...

How to display custom Entity under 'Extensions' tab on workplace?

Hi I have created a new custom entity called Sports Leagues. Now i am wondering how to display/ accessible this under 'Extensions' tab on workplace? Thanks ...

How a .net Application can create a record in CRM contact table?

Hi I have an existing .net web application that creates Customer contact record in regular SQL Server Database. Now we are migrating to CRM. I am wondering from the .NET web application, what is the procedure to talk to CRM server and create a Contact record? Thanks ...