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'm trying to understand how to create CRM Organization on Load Balancing network. I've three web servers (Web01, Web 02, Web03); three application servers (App01, App02, App03) and a SQL Server (SQL01). I already have Load Balancer setup and there is already one organizaiton setup by someone on all web servers. This organization is I...
I need to write a plugin for Dynamics CRM 4.0 that executes when a closed opportunity is reopened in order to change the salesstagecode. My questions are: When I register a new step to the plugin, what attribute(s) should I filter on? What property on the entity should I check the value of? and What should I look for the value of th...
I wrote a plugin for Dynamics 4.0 to change the value of a picklist when an opportunity entity is reopened. The picklist value is updated correctly, but the form doesn't show this until the form is closed and reopened. Here is my plugin: public void Execute(IPluginExecutionContext context) { if (context.InputParameters...
The CRM SDK says this is possible but the following code fails. Does anyone know why? var request = new RetrieveMultipleRequest(); var query = new QueryExpression(EntityName.asyncoperation.ToString()); query.ColumnSet = new AllColumns(); request.Query = query; var response = _connection.Execute(request); The error is: <error>\n <co...
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 have a custom page (isv) used in a crm 4.0 solution (through IFrames) and I want it to support multiple languages. I have localized it using resx files, but the UICulture defaults to english event though I have changed it to danish (according to System.Threading.Thread.CurrentUICulture). How do I get the culture of the current user? ...
I am trying to disable a field, i.e. grey it out and not allow the user to select it. To achieve this effect I am currently calling crmForm.all.new_attribute1.disabled = true; crmForm.all.new_attribute2.Disabled = true; The Disable, with a capital D, makes the field grayed out but the user can still put the cursor in that field or ...
Hi all, The team I'm working with have created a CRM4 add-on which encapsulates 'standard' CRM customisations (such as modifying existing entities, adding our own custom entities), reports, plug-ins, and our own web pages (in IFrames) and web services. All pretty typical stuff. I'm writing all the requisite installation code to simplif...
Forgive my ignorance, but do people build websites with Microsoft Dynamics CRM? I have a potential client who says that is the technology they will use for a new web project, for which I would be doing the HTML templating. I want to learn all I can as I am new to this particular system, but I can't seem to find anything related to web b...
Hi there, I'm trying to convert an order and orderdetail lines to a custom entity and its child lines using InitializeFromRequest using the code below: public void Convert(Guid FromEntityId, string FromEntityName, string ToEntityName) { try { // Set up the CRM Service. CrmService _service = G...
I've recently customized the lookup functionality of MS CRM 4.0 to filter a contact list to only those contacts owned by a client using techniques similar to the one presented here: http://advantageworks.blogspot.com/2008/02/pseudo-filtered-lookup-dialog-in.html My question is, can I apply the same type of logic to the Form Assistant p...
I'm trying to build a Dynamics CRM 4 query so that I can get calendar events that are named either "Event A" or "Event B". A QueryByAttribute doesn't seem to do the job as I cannot specify a condition where the field called "event_name" = "Event A" of "event_name" = "Event B". When using the QueryExpression, I've found the FilterExpres...
Im having some trouble with Dynamics CRM 4. Im trying to update prices and availability with the crm-service in a WPF-app but it takes forever. Up to half an hour with about 6000 products. Should it take so long? Can I do this in some other quicker way? QueryExpression query = new QueryExpression(); query.EntityName = EntityName.product...
Dears, I have a situation where i have to add a new State to the stateCodes list. I would like to add "Fired" to Active and InActive state, How can i do such a thing ? Note: i know about the StatusCode and how to use it but i want to use the statecode. Thanks so much. ...
We're using CRM 4 and have a report that we would like to send out in pdf format attached to an email. However, the report name has to be changed every time because it is a guid. Is there a way to specify what the name is when the pdf is generated to eliminate the need to change it every time? ...
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'> ...
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...
We're using Silverlight Applications to extend your Dynamics CRM 4.0 with custom functionality. Therefore we're trying to load the Silverlight apps into a new dialog browser form created by the Dynamics CRM 4.0. The CRM let me customize the new dialog form by passing so called "Win Parameters" to the newly created dialog. I'm passing t...
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...