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голосов
3ответов
3451 просмотров

MS CRM 4.0 CrmService - Close a Task

I'm trying to work out how to use the CrmService to close a Task in MS CRM 4.0 I've tried to use the SetStateTaskRequest to set a Task's state and status to TaskState.Completed and 5. I also tried TaskState.Completed and -1, but no dice there either. Either way, I only receive the ever-helpful ...

0
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1ответов
694 просмотров

Microsoft Dynamics CRM UI: Silverlight WCF Call inside sitemap

I've built a Silverlight Dashboard to be hosted in Dynamics 4.0 UI (sitemap link) - It calls a WCF service which inturn uses Linq to Sql (with a CrmImpersonator) to query the CRM database. It all works on my Dev machine but when I deploy it to our development server I get the following javascrip...

1
голосов
1ответов
162 просмотров

Dynamics CRM migration from 3.0 to 4.0 resources

We are about to embark on migrating our CRM 3.0 installation to CRM 4.0. We have a lot of custom entities, and have written a lot of code using the web service SDK, Stored Procs hitting the views in SQL for the entities, and even some Workflow and Callout DLLs. While I'm certainly not going to m...

1
голосов
2ответов
2695 просмотров

CRM_URL Report Parameter is incorrect

I am building custom reports in Microsoft CRM and am using the CRM_URL parameter to created drill downs. However, the URL coming in is ***http://**myserver.com/org/CRMReports...* but it should be **https://**myserver.com/org/CRMReports... My understanding is that this value is dynamically passe...

0
голосов
3ответов
200 просмотров

Can you do a partial restore to an ms crm db?

Is there any way (3rd party product or other method) to do a partial restore to ms crm? Say a user accidentially deleted an account. Is there anyway to restore just that single account and corresponding notes, activities etc? We limit users' permissions but inevitably they will have permissi...

1
голосов
3ответов
4980 просмотров

Programatically retrieve an attachment stored on a note on a CRM 4.0 entity

How would you suggest working with files that is stored on the note of a entity in Crm. Could you write a generic method that will enable you to access any type of file? Or would it be better to have a method for dealing with each type of file? For example, we are going to be saving a mix of s...

1
голосов
1ответов
510 просмотров

CRM plugin to update attachment

Is it possible to have a plugin or workflow change the properties off a word document when it’s uploaded to an entities notes. For example, add the GUID of the letter activity to the word document attached to it? Thanks for your help in advanced.

0
голосов
1ответов
196 просмотров

ImportXmlWithProgress not updating result attribute of importjob

I tried to write some code to import a large customization containing 50+ entities. I used the microsoft article 'ImportXmlWithProgress Message (CrmService) as a bases, but was not getting the output I expected. The 'job.data' in the following code was not changing from the original parameterxm...

0
голосов
1ответов
113 просмотров

CRM takes 1 hour to convert an email in a queue into a history record for the contact

I'm trialling CRM 4.0 and have noticed that if one of my contacts sends an email then it sits in the queue for an hour before it is also copied into the contacts history. Is there a job or workflow controlling this? Can it be sped up?

0
голосов
1ответов
896 просмотров

Dynamics CRM v4 monitor mailbox for a queue

Hi I want to set up Microsoft Dynamics CRM to monitor a single mailbox using pop3 and then have any mails in that mailbox added as email activities to a queue in CRM. I have set up the pop3 mail box and I know that it works. I have set up the email router with an incoming profile for the mailbo...

0
голосов
1ответов
7385 просмотров

Unable to add user with CrmService API in Dynamics CRM

We have Dynamics CRM 4 update rollup 6 configured as an IFD and have set the UserRootPath using the deployment configuration tool. Adding users through the CRM interface works perfectly. However, when trying to add a user through the CrmService API, the user is not added and we get the trace mess...

0
голосов
1ответов
571 просмотров

How to use IE Developer toolbar when customizing CRM Forms?

This is probably one of those questions with an obvious answer, but when I customize a form in CRM it appears in a pop-up without toolbars. How can I enable the IE toolbar so that it will enable me to easily determine the html elements I need to manipulate in the Javascript? I'm using IE7 by t...

1
голосов
3ответов
2273 просмотров

Security roles members in MS CRM 4.0

Is there a way to see users that have certain security role assigned? I'm looking for a hint that I missed something or a tool.

0
голосов
2ответов
587 просмотров

CRM Dynamics Contact sub-types

I am very new to Dynamics. I'm trying to figure out if I can use dynamics to create sub-types of the contact entity which have all the common attributes and relationships of the contact entity but each has their own specific attributes as well. I am thinking about this in an object oriented fram...

0
голосов
1ответов
971 просмотров

SSRS parameter validation

I am using SSRS reports in MS CRM 4.0 I have two datetime parameters in my report. They are fine until someone type in an invalid format, e.g. 9/30/2008 or 40/09/2008 or random text. It logs an Error in the event log but my manager doesn’t want to see it. Now, just wondering how to do a client ...

0
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1ответов
500 просмотров

CRM Workflow and custom entity

I created a workflow for my custom entity which will notify me 2 weeks before the expiration date of my product. I realised that not only the wait condition but even the "Send Email" not working. When I am going to System Jobs show their status as "Waiting". Any ideas guys?

0
голосов
1ответов
1066 просмотров

How to setup hierarchies in MS CRM 4.0

I need to setup hierarchies in MS CRM 4.0. I've below mentioned four levels of hierarchy.... Sales Agent -> Sales Manager -> Area Sales Manager -> Regional Office. Sales Agent guy is at lowest level of hierarchy and Regional Office is at highest level of hierarchy. Along with setting up ...

3
голосов
2ответов
1394 просмотров

MS CRM recursive workflow and performance

I’m about to write a workflow in CRM that calls itself every day. This is a recursive workflow. It will run on half a million entities each day and deactive the record if it was not been upodated in the past 3 days. I’m worried about performance has anyone else done this.

1
голосов
1ответов
156 просмотров

When will Ms CRM 5 be out

What can we expect from this new release?

1
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3ответов
4155 просмотров

How are emails sent via Workflows in Microsoft CRM 4.0

I'm Creating a workflow that needs to send the users an email on set events. This I don't have a problem with. However can someone please confirm if you need the local windows SMTP service installed or if I can use another method for it to send the emails. UPDATE Ok I've just read about the E-m...

0
голосов
4ответов
387 просмотров

Code generation tools for crm 4.0

Is there any free code generating tool that can connect to crm server and create code for selected entities? The code should use SDK assemblies. UPDATE: @friism C# code if possible, each entity one class and each attribute one property so it's not necessary to use Properties collection. That's b...

0
голосов
2ответов
1436 просмотров

Drnamics CRM - Add on - Checking if entity exists

I'm working on a project started by someone else, and trying to fix a few bugs. There is a custom entity that contains a list of entities to process. However it a custom entity is removed and the list is not updated there is an error thrown. I would like to add a check that ensures that each en...

2
голосов
1ответов
1654 просмотров

custom workflow activity in CRM that creates a task

I have created a custom workflow activity in CRM that creates a task. The workflow is attached to an a opportunity. When I create my task I would like to set the “regardingobjectid” to the guid of the related opportunity. ICrmService crmService = context.CreateCrmService(); task ...

1
голосов
3ответов
2094 просмотров

How do you copy notes from a Microsoft CRM workflow?

I have a workflow that runs upon the change of status of an entity (Opportunity "Won"), in which I am creating another entity. I want to copy all the notes from the Opportunity to the new entity, but I cannot see how to do it. Is this possible without coding (or in fact, with coding!) Chris

1
голосов
3ответов
1492 просмотров

Dynamics CRM - Entity - Customise Left Navigation

I'm trying to customise the left navigation of a custom entity in CRM, I know I can rename the display areas for the linked entities however, I need the originals PLUS a few extras. Is there any way to do this either by editing the sitemap or ISV.config files or some other method? I.E. I want t...

0
голосов
1ответов
606 просмотров

Exporting a Dyminics CRM Report to excel with sum fields

Hi I created a custom report for CRM in SSRS. within this report I have some number (decimal) fields that are summed. I need to be able to export this report to Excel to allow for changes (some times the user needs to make custom changes to the data) but I need the sum fields on the group to a...

1
голосов
1ответов
2115 просмотров

Crm 4 event log warnings. CRM Parameter Filter - Invalid parameter

I am looking for a solution on the following issue. Any suggestions will be very welcomed! Thank you in advance. Background: We just upgraded MS Crm 3 to Crm 4 Question: Every time when a user tries to save a new record or an update of a record. A warning will be logged into Event Viewer --&gt...

0
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4ответов
1664 просмотров

Access CRM web services externally

Could someone please tell me how to access CRM (IFD) webservices from outside the domain?

1
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1ответов
270 просмотров

LINQtoCRM and DynamicEntity

I found LINQtoCRM (http://linqtocrm.codeplex.com/) and I started playing with it. It's nice, but before I get carried away I found there appears to be a showstopper: I can't figure out how to query against DynamicEntities (so I can query against my custom entities). Can someone confirm if this is...

0
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1ответов
685 просмотров

How can I update a custom attribute in MS CRM when converting a lead to an opportunity?

I have a new attribute on the lead and entity called 'Sales Channel'. When converting a lead to an opportunity I would like this information to be passed over, however I cannot find out how to edit the system workflow or create a custom one to accomplish this. Anyone ever try this before?