Microsoft Dynamics CRM is a multilingual Customer Relationship Management software package developed by Microsoft. It has built in support for Sales, Marketing and Service. It can be used as an xRM platform.
6
votes
4answers
4k views
Call C# Code from Ribbon JScript CRM Online 2011
I need to have some code execute on the click of the ribbon button on an entity that updates some related data from CRM Online 2011. I would prefer not to have to write all of this logic in JScript. ...
9
votes
2answers
6k views
CRM 2011 “$ is undefined”
I have created following code, and I have included this as web resource on the CRM 2011 form to be called on field onchange event of lookup field. Everything is working fine before the $.ajax({... ...
5
votes
2answers
276 views
Error within Where statement in LINQ
For some reason in my where it says that "firstname" does not exist in the Opportunity Entity. But it is set for the SystemUser Entity. Any idea why it is getting confused? Thanks!
var ...
3
votes
2answers
4k views
Assign new owner to appointment. “There should be only one owner party for an activity”
I need to change the owner of an appointment record when creating a new appointment. I'm using a plugin for the create message and i've found this code to assign a new owner to the appointment:
...
5
votes
4answers
10k views
Connecting to Microsoft Dynamics CRM web service with Java?
Are there any online resources which show the basic steps to access the Microsoft CRM web service with a client written in Java?
Which web service toolkit should I use?
I tried it with JAXB but ...
3
votes
1answer
1k views
Is it possible to limit the amount of results returned in a response when using a QueryExpression in CRM 4
Basically I have a QueryExpression that returns over 3000 results. I only need to use between 50 and 200 of these. If I was using normal sql I could use SELECT TOP 200.....
Is there a way to do this ...
8
votes
1answer
14k views
CRM 2011: Getting entity with Javascript
I am working on some CRM 2011 Online customisations and I need to get an entity using javascript.
The entity I need will be based on the ID value of another field (a Contact entity) - this Contact ID ...
3
votes
1answer
4k views
Add Dropdown Menu to CRM 2011 ribbon
I 'm new to crm 2011. I've found documentation on how to add a new button to the ribbon. And how to group the buttons. But i need a dropdown menu button in the ribbon. How can i do this? I didn't ...
6
votes
3answers
9k views
How to update a CRM 2011 Entity using LINQ in a Plugin?
We are able to create new entities without any issues, but updating an existing entity in a plugin this does not appear to be working. This is for CRM 2011.
var crmContext = new ...
1
vote
4answers
880 views
How can I make CRMSvcUtil.exe generate unduplicated, error-free early-bound option sets?
I use Erik Pool's implementation of ICodeWriterFilterService and Manny Grewal's GenerateOption function as a model to filter out unwanted entities in the file that CRMSvcUtil generates. While Erik ...
0
votes
2answers
1k views
CRM 2011 Workflows: Finding the previous values
I currently have a workflow which is triggered when a certain decimal field is changed.
Is it possible to get the difference between the old and new values via a workflow?
3
votes
1answer
534 views
How to get team users from a team getting it from input
i'm trying to build my first WorkFlow that take from input a Team and get all the users inside this team and put them into the "TO" field of a CRM Email.
My first Challenge is retrieve input ...
3
votes
3answers
1k views
MS WF state machine workflows and MS CRM Dynamics 4.0
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 ...
2
votes
1answer
654 views
Convert fetchXML to sql temp table
We are about to convert or CRM report to CRM online report using fetchXML
The report is based on CRM database and my custom database
Is it possible convert fetchXML result into a temp table so i can ...
2
votes
2answers
587 views
CRM 2011 Workflow “Invalid Pointer” error
I have a custom workflow in CRM 2011 which is manually triggered against custom entity records. When a single record is selected for processing, the workflow is always successful. However when ...
1
vote
1answer
567 views
Colorize the CRM grid
How can I colorize the CRM grid on Dynamics CRM 4?
I would like to automatically display the list of an entity with a back color when loading the view.
My goal is to have different colors depending ...
1
vote
3answers
2k views
How to connect SharePoint Online with Dynamics CRM Online using BDC?
I am trying to connect SharePoint Online with Dynamics CRM Online using BDC, but I'm not getting any results.
I am trying to use Accounts from CRM in SharePoint Online like a list.
When I have 100 ...
0
votes
3answers
140 views
How to Customize the lead in MS CRM 2011? [closed]
I configured microsoft dynamics crm 2011 in my outlook express 2010.before that i was use the trial version.In that trail version i use customize for lead which is comes under the sales.But i ...
9
votes
3answers
2k views
LINQ to Dynamics CRM Query filtering records locally
I have written a Linq to CRM query using CRM 2011 RC (v5) LINQ-to-CRM provider. I have a locally declared List<T> which I want to join to a CRM entity and I want the query to be executed on the ...
8
votes
2answers
2k views
Why is infinite loop protection being triggered on my CRM workflow?
Update
I should have added from the outset - this is in Microsoft Dynamics CRM 2011
I know CRM well, but I'm at a loss to explain behaviour on my current deployment.
Please read the outline of my ...
5
votes
3answers
5k views
Watin - how to test site with popup pages
I'm using WatiN (Web Application Testing in .Net) to do integration testing on a Dynamics CRM 4.0 website.
CRM uses a lot of popup windows - eg clicking on a Contact in a list opens a new browser ...
3
votes
1answer
4k views
Pre & Post-Entity Images on Update-Plugin CRM 2011
I hope somone can help me with a problem I been trying to deal with over some time now. I have a create plugin and a update plugin. For testing purposes my create plugin (Pre-Operation) does a simple ...
9
votes
1answer
806 views
WSImport generates conflicting XMLTypes for multiple Dynamics CRM 4.0 WSDL's
I'm currently working with the Dynamics CRM 4.0 webservice. First thing I did, was generating the right classes with wsimport for Java/JAX-WS based on the WSDL of the webservice. While generating the ...
2
votes
1answer
2k views
How to link two records with JavaScript and a n:m relationship
I have a many-to-many relationship between two entities. I know Dynamics CRM creates an intersect table for that in the database. And I know how I can retrieve records with a fetch command from that ...
2
votes
1answer
2k views
Build Entity Form Url
a Microsoft CRM 2011 question. Given the following parameters:
An entity schema name (i.e. opportunity, new_customentity)
An entity guid
A CRM organization base url (i.e. http://myhost.com/ORGNAME/)
...
5
votes
1answer
441 views
CRM 2011 Remove unwanted menu entry
I want to remove the "New" option in a entry on the main menu. Its that little right arrow that allows the user to see this menu at all, I'd be okay with completely removing that.
Here is what the ...
4
votes
2answers
2k views
How to debug jScript for Dynamics CRM?
Are there any tricks or tools for debugging those jScripts that you write in the web resources and attach to an event on a form ?
I have to customize a Dynamics CRM 2011 instance, which includes ...
3
votes
2answers
667 views
MS Dynamics CRM 2012: Script Editor Enhancements
I have been trying to find some more information about the next Microsoft Dynamics CRM product (2012 / 6). Mainly I am interested in any enhancements that will be made to the scripting editor.
There ...
3
votes
3answers
4k views
How do you have multiple javascript libraries in Dynamics CRM 2011
Right I am creating a method which adds an Account to Dynamics CRM with an Ajax POST to a built in webservice, the code is as follows :
var context = GetGlobalContext();
var ...
2
votes
2answers
3k views
CRM 2011 SecurityNegotiationException trying to access web services
Getting an unexpected error when trying to connect to CRM 2011 web service. Here's the background:
Connection String (with sensitive info removed): ...
2
votes
1answer
464 views
Can I create CRM workflows using .NET 4?
I would like to take advantage of .NET4 for Dynamics CRM4.0. It is great for most things but I get a file not found exception when trying to register a workflow. It can't find ...
2
votes
3answers
2k views
Dynamics CRM: Create users with specific GUIDs
For integration purposes our users in Dynamics CRM need to have the same GUIDs as in the rest of our environment (several custom web apps built on ASP.NET and SQL Server 2005). But when we try to ...
2
votes
1answer
1k views
Microsoft CRM, how do I get all the members of a list using CrmService?
I am developing a tool that needs to read data from Microsoft CRM using the webservice API.
I need to get all the members of a marketing list. I can get all the lists in the system using the ...
2
votes
5answers
3k views
Creating or Updating Custom Entites in MS CRM 4.0
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 ...
1
vote
1answer
461 views
Is there way to structure a QueryExpression so that you could dynamically handle a unknown number of conditions
Microsoft provides example like the one I have copied below for creating multiple conditions for a QueryExpression. Is there way to structure a QueryExpression so that you could dynamically handle a ...
1
vote
1answer
756 views
Single sign on for custom ASP sites in IFRAME in MS Dynamics CRM 2011
For several case types / entities, additional data is being displayed in IFRAMEs inside the CRM pages. This data is partially based on CRM stuff and partially comes from additional data sources ...
1
vote
1answer
72 views
How can I use a covering indexed view in a supported manner?
According to Unsupported Customizations:
Adding tables, stored procedures, or views to the database is also not supported because of referential integrity or upgrade issues.
I have a process ...
1
vote
2answers
2k views
Access MS CRM Web Services From External App/Javascript
Is there any way to call the MS CRM web service from JavaScript from a web page that is NOT a CRM web page (i.e., not in the load or save event in a CRM form, but from a stand alone web page)? A ...
0
votes
2answers
1k views
CRM 2011 GROUP and COUNT
I am trying to GROUP the CRM records that have the same "Owner" name and also get a count of the records for each GROUP. So I have a DLL that runs on a schedule and pulls the info down from CRM 2011. ...
0
votes
2answers
547 views
Microsoft Dynamics 4.0 SDK Check If User Has Privilege
We were previously using an unsupported dll (Microsoft.Crm.Application.Components.Core) to check if the current user in Dynamics has read privileges on a specific entity:
...
0
votes
1answer
3k views
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 ...
-3
votes
2answers
286 views
FetchXML - GeoCode Distance search by distance
I have an entity which has latitude and longitude fields.
Now I have a address, I know the latitude and longitude of this address, I want to retrieve the records within 3 miles.
How to do it using ...
10
votes
4answers
4k views
Dynamics CRM 2011 Bulk Update
Running Dynamics CRM 2011 rollout 3. Need to update millions of customer records periodically (delta updates). Using standard update (one by one) takes a few weeks. Also we don't want to touch the DB ...
6
votes
2answers
996 views
CRM2011 Workflow: What happens if the field which is used in the condition of the workflow is updated after the workflow has started?
Example: Lets say I have a workflow which send an email 2 days before warranty enddate.
This workflow is triggered on the "Created" of a entity.
step 1: wait condition - process timeout < ...
4
votes
2answers
3k views
Call javascript function from another javascript webresource
There is one JavaScript web resource in CRM 2011 called new\_/Script/genericJScript.js. Which contains some functions say, \_retrieveRecord() and \_Context() as below. And I need to call these methods ...
4
votes
1answer
3k views
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 ...
4
votes
3answers
1k views
Concatenated / Calculated Columns in Dynamics CRM View
I am new to MS Dynamics and I would like to know if there is a way of adding column to a view within that is a concatenation of some other columns, for example:
Firstname + ' ' + Lastname As Fullname
...
4
votes
1answer
4k views
Left join in FetchXml?
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 ...
3
votes
1answer
101 views
How to set textfield only with Month and year from calender in CRM
After selecting calendar in campaign form , I need to set text field only display Month/Year
instead of Day/Month/Year. How can I do this?
I attached a screen shot below:
Here its Day/Month/Year, ...
3
votes
1answer
227 views
Crm dynamics custom action after clicking Invoice Paid
In MS CRM When user clicks Invoice Paid, I need to notify external site that this invoice was paid
Is this possible to achieve this?
