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 ...
i created a button on a crm form' now when i click on it a i want to send some info to a function that been wrote in a c# and to do some calc by it, my q is how to use this func from crm onclick ...
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? ...
Hi, I am wanting to create a custom history entity that will hold inactive records from another entity but am wanting to achieve this on 3 different entities. Is it possible to create an entity that say may have a iFrame which will show the entity and just display the view of only inactive records? Or do you know a better way to achie...
Hi all, I am getting following error when inserting a record in custom entity. 0x80041102 The entity with a name = '' was not found in the MetadataCache. Platform Will appreciate if any one of you could let me know what is the cause of this error. ...
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...
Hi, i'd like to know how can get the user name and his password and use it when i set the crmservice connection CrmDiscoveryService disco = new CrmDiscoveryService(); disco.Url = "https://localhost/MSCRMServices/2007/SPLA/CrmDiscoveryService.asmx"; //Retrieve a list of available organizations from the CrmDiscoveryService Web service. ...
When setting a Lookup value in CRM everything works fine if you don't want to change anything, or if you want to set it to a new value. However, when you want to UNSET the current value, the way to do so is unclear. For example, house.new_associatepastorid = new HLCImport.CrmSdk.Lookup(); house.new_associatepastorid.type = EntityName.c...
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 ...
The Question: How to cancel a Case (Incident) in Microsoft CRM 4 using the WebService? I'm writing this because it took me ages to find the right answer and M$'s documentation is useless, hopefully this will save time for other people. ...
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...
Hello, I am facing a problem with CRM2011 beta, The popup of windows security almost appears every mint, Even if I entered the correct username and the password it appears again. If I pressed cancel everything goes fine till it appears again after one or two minutes! Did anyone face this problem before ? Thanks. ...
Hello, I used Sql Server report builder to build a report, then i exported this report as rdl file. The question is how to import it to the reports in CRM2011 ? Thank you ...
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...
Hello, I have a custom entity in CRM 4.0 called Mark. Areas that display this entity is none. After importing this organization to CRM2011 beta, i tried to make this entity appear in Workplace area, so i navigated to the settings >>Solutions>>Entities then i checked Workplace in areas that display this entity, Then saved and published t...
Senario: Open an account in CRM 2011 beta and click on activities on the left navigation pane, you will now see activities of the selected account and now have two filter drop down lists on the top which allow you to view activities of the account or sub accounts of this account. Is this filter drop downs something customizable or is i...
I'm using microsoft dynamics crm 4 I inserted the following line to restrict a customer lookup to contacts only (no accounts): crmForm.all.customerid.setAttribute("lookuptypes", "2"); It does restrict the lookup to contacts only, but there is a strange bug: When i select any customer, the icon next to him becomes the account icon, no...
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...