1
голосов
1ответов
1185 просмотров

Обновление сборки рабочего процесса в CRM 4.0

Я создал сборку рабочего процесса для Microsoft CRM 4.0 и загрузил ее на сервер, сохранив в базе данных, с помощью инструмента регистрации плагинов v2.2 из http://code.msdn.microsoft.com/crmplugin . Пока все хорошо, я использую его в рабочем процессе и обнаруживаю, что у меня есть некоторые о...

2
голосов
3ответов
971 просмотров

Microsoft Dynamics CRM 4.0 с использованием выноски 3.0 и рабочих процессов

Мы переходим на CRM 4.0 с 3.0.В этом процессе наши данные были перенесены из существующего экземпляра CRM 3.0 в новый экземпляр CRM 4.0. Все шло хорошо, пока я не дошел до установки существующих выносков и библиотек DLL рабочих процессов. Я знаю, что мне нужно их переписать, но в нашем гра...

0
голосов
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
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...

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
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...

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
голосов
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
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...

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...

1
голосов
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
голосов
1ответов
1173 просмотров

Check if a Dynamics CRM Activity is open or closed on the client side

I'm customizing MS Dynamics CRM 4 and I have some JScript running on the form for Phone Call, E-mail, Letter, etc. How do I check in JScript whether the Activity is open or closed? It should be really simple, but I can't seem to find it.

1
голосов
8ответов
17201 просмотров

Dynamics CRM error "A currency is required if a value exists in a money field" after converting Activity to Case

We have a Dynamics CRM 4.0 instance with some custom attributes of type "money" on the Case entity and on all Activity entities (Email, Phone Call, etc.) When I use the built-in "Convert Activity to Case" functionality I find that the resulting Case does not have a Currency set, even if the Activ...

0
голосов
2ответов
3168 просмотров

Add onchange event to a "locked" field in Dynamics CRM 4

I'm customising Dynamics CRM 4 and would like to modify the Form for the Case entity to add some JavaScript to the onchange event for the Knowledge Base Article lookup field (kbarticleid_ledit). However, when I click Change Properties for that field I get an error message: This field belongs to ...

2
голосов
2ответов
2589 просмотров

MS CRM 4 - Custom entity with "regardingobjectid" functionality

I've made a custom entity that will work as an data modification audit (any entity modified will trigger creating an instance of this entity). So far I have the plugin working fine (tracking old and new versions of properties changed). I'd like to also keep track of what entity this is related t...

0
голосов
3ответов
611 просмотров

Installing MS CRM IFD does not update registry and database

When I am trying to install the IFD tool on an on-premise CRM installation it is not updating the registry and the database. Should the user doing the installation have some special permissions.

0
голосов
1ответов
1835 просмотров

MS CRM 4 - Custom name for entity lookup link

When I have a custom entity Referral, the primary attribute is a refid and this is what shows up in associated views (as the link text that opens Referral form). I need to change this name to something that is generated from entity attributes). Something like: Referral.ToString() { return ref.id...

3
голосов
2ответов
2489 просмотров

MS CRM 4.0. FetchXML return columns even if empty

So it seems using FetchXML doesn't return a column if there is no data held for it in CRM. For example: <fetch mapping="logical" count="50"> <entity name="contact"> <attribute name="contactid" /> <attribute name="emailaddress1" /> <attribute name="firstnam...

2
голосов
1ответов
821 просмотров

IE7 and posting a form in an iframe in MS CRM = new window

I have an ASP.Net MVC Page with a very simple form on it: One Textbox and a submit button. The form uses the standard mvc BeginForm() syntax: <% using (Html.BeginForm()) { %> When the page is opened directly, everything works fine. However, we have another web site (non MVC) that loads ...

0
голосов
1ответов
461 просмотров

How can I create custom entity "groups" in CRM 4?

I'm looking to mimic the behavior of the "activitypointer" entity with custom entities. For example, I'd like to have "equipmentpointer" that will provide a rollup view of all types of equipment associated with an account. Is this possible to create programatically?

1
голосов
2ответов
2034 просмотров

Add columns in Article view in MS Dynamics CRM 4.0

The Article entity in MS Dynamics CRM 4.0 doesn't appear to be customizable. Is there any way to add some columns to the view that shows the list of article (without doing an Advanced Find)? I'd like to see the Created By and Created On attributes in there.

1
голосов
5ответов
6154 просмотров

Как заполнить поле NVARCHAR нулями с помощью T-SQL в базе данных SQL Server 2005?

У меня есть таблица заказов, в которой номер заказа хранится как NVarChar. Мы вручную увеличиваем номер заказа, запрашивая самый большой номер заказа в порядке убывания и возвращая первую 1, а затем добавляя 1. Это реализовано в Microsoft CRM 4.0. например, номера заказов (NVarchar) 99 456...

0
голосов
3ответов
5694 просмотров

MS CRM Сохранить + Копировать как новый (Пользовательский объект)

У меня есть настраиваемая сущность в Microsoft CRM (4.0). Пользователь должен вводить записи, однако обычно у них есть пакет из 20+ записей, которые почти одинаковы, за исключением 2 или 3 полей, которые необходимо изменить. Я знаю, что мне нужно написать специальный код, чтобы включить это функ...