dynamics-crm

How to access CRM 4.0 settings programmatically?

Some of the plugins I wrote (re)calculate various prices, and I used Math.Round to keep results accurate with the default 2 digit setting in CRM. But I figured... what if a user decides to set his CRM to use a different precision? So, I need to access the CRM settings programmatically, so that my functions can work with whatever settin...

restrict customer lookup to contacts bug

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...

External Data Source for Microsoft CRM

The question itself is very tricky. But I'll try to break it down into pieces. Let's say I have external datasources each of them providing my data model. Either a webservice, or database. What matters is that my Entities are defined and exists in separated systems than the Dynamics builtin database. What I want to do is to use the ca...

Creating a query that filters by activities' [email|phonecall|letter] recipient using CRM 4.0 SDK

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...

What are the similarities or differences between Dynamics CRM vs Dynamics GP (Great Plains)

I am doing research about integrating a product into Dynamics Great Plains. I have worked with Dynamics CRM before but not with Great Plains. I have heard that GP is a different animal than CRM, even though they share the same "Dynamics" prefix, where do the similarities end, and where do the differences begin? Has anyone had any ex...

Creating a single CRM plugin DLL to store in the CRM database

Since the suggested way of storing plugins in MS CRM is via the CRM database, I figured it's about time to do something about the method I'm currently using, which is storing the DLLs on the disk. The trouble however is that I don't know how to embed all the other various bits that are needed by the DLL: the localization resource files ...

Difference between Managed and UnManaged Solution in CRM 5.0 (2011)??

Hi I am wondering what is the Difference between Managed Solution and UnManaged Solution in CRM 5.0 (2011)?? Thanks ...

SecurityException while connecting to CRM from Host Machine (The token provider cannot get tokens..... )

Hi I am trying to retrieve the data from CRM(that is on virtual machine) using WCF Service(that is on Host computer). I am running into the below SecurityException intermittently at Service.RetrieveMultiple while I am debugging from Host and trying to connect to CRM. Code: QueryExpression queryIssue = new QueryExpression { EntityN...

Internet Lead Capture Web form to Custom Entity in Microsoft Dynamics CRM 4 Online

Hello I have CRM 4 Online account and am very new to dynamics CRM. I have to create a webpage where customer can send testimonials and I want to push those into a custom entity called testimonials. I cannot figure out a way to change the Internet Lead Capture to make it put data received into a custom entity directly. Any help is greatl...

ASP.NET UnauthorizedAccessException when accessing item from cache

We have some code that occasionally flushed out certain keys in the ASP.NET cache in order to make sure that we are getting up to date data from our Dynamics CRM system. It seems to work fine most of the time, however we are getting intermittent exceptions on page reloads that I suspect is related to this forced cache flushing. Here is ...

Are composite joins possible using FetchXml in Microsoft Dynamics CRM 4.0?

I am using FetchXml to query CRM 4.0. We have a special case that will require a composite join between CRM entites. The FetchXml schema indicates that multiple link-entity elements are allowed, and it also indicates that multiple filter/condition elements can be added to a link-entity. The problem I'm facing is that the value attribute ...