What recommendations can you give for a system which must do the following: Load Plugins (and eventually execute them) but have 2 methods of loading these plugins: Load only authorized plugins (developed by the owner of the software) Load all plugins And we need to be reasonably secure that the authorized plugins are the real deal...
MS CRM Dynamics 4.0 incorporates the MS WF engine. The built in designer allows the creation of sequential workflows whos activities have native access to CRM entities. Is it possible to: Create a state machine workflow outside of CRM (i.e. in visual studio) and import it into CRM? Have this workflow access the CRM entities? ...
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...
I have an asp.net page which works fine for internal calls to the services, however when used on an externally facing site I just cannot get it to function at all. The CRMImpersonator works ok when accessed internally but when using the IFD interface all I get is a message saying 'Microsoft.Crm.WebServices.Crm2007.CookieAndSoapHeaderAu...
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...
I would like to do the following: when a Sales person assigns a custom entity (let's call it 'Primary Expertise') to an Opportunity in MS CRM 4.0, the system would share the Opportunity with the user that is defined as the Owner of the associated 'Primary Expertise' record. I would like to do it automatically via workflow but cannot fi...
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...
Javascript I have code that will hide various sections in a MS CRM form based on the value of a Picklist. The code executes in the onChange event of the Picklist. It hides the section by referencing a field in the section and then navigating up the DOM using the ParentElement syntax, as such: crmForm.all.fieldName.parentElement.paren...
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 ...
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...
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...
I have a two related questions. First: I'm looking to do a full text search against a custom entity in Dynamics CRM 4.0. Has anyone done this before or know how to do it? I know that I can build QueryExpressions with the web service and sdk but can I do a full text search with boolean type syntax using this method? As far as I can tell...
I wrote my own C# code to do the data migration from .csv file to MS CRM 4.0 via CRM Webservices. Now when I tried to migrate data into the annotation entity's NoteText attribute, I got Parsing error: “Row is too long to import". The problem is the input text field contains more than 4000 characters and the parser doesn't like it. 4000 ...
hi i trying to create a "quick campaign" in code, but i don't find a class to do that. I found the way to create a list and add users to that list. But i can't continue, because i don't know the way. Anybody can help me? Thank's Hola Estoy intentando crear una campaña expres, pero no encuetro la clase para hacerlo (o la manera). ...
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...
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...
HI, i am using BTS 2006 adapter for MS CRM 4.0 to create records and to fetch data from MS CRM 4.0. I want to get the response from CRM after the record is created or to fetch data from CRM For this i am using response.xsd coming with BTS 2006 adapter for MS CRM 4.0 to receive response from MS CRM i set the target namespace for reponse....
Hi I'm having a problem with account addresses that seems to to me to be so obvious but I'm missing something. In CRM there is an Account with a main address. It also has a list of "other" addresses. It also can have one or more Contacts associated which each also have a main address and a list of "other" addresses. The problem is ...
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! ...
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...