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| create activityparty through sdk independantly from activities? |
I think the answer is no but I would like to confirm.
Is there a way to create an activityparty using the sdk independantly? Basically,
I am creating a custom entity that is similar to existing activity types
like appointment so I was thinking to reuse activityparty if I could.
Otherwise, I would have to create another entity similar to activityparty
so that I can do a one-to-many relationship with the custom entity.
Thanks
Jiho Han
Senior Software Engineer
Infinity I ...
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| Addingn a Button to a Custom Enity Form |
Hi
I've had a look in the SDK but can't see how to add button to a custom
entity in the ISV.Config.
All help gratefully recived
Thanks
John
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| Converting One Custom Entity to Another |
I want to provide similar functionality as the native "Convert To Lead"
ability with two custom entities (say convert A to B). Both entities share
the same information but during the business workflow I want to give the user
the ability to make the entity A become Entity B (e.g. a Lead becomes a
Contact, Account, etc...).
I am looking for advice on how best to do this. Here is what I am thinking:
1) Create Entity Mapping from A to B
- add attribute mappings that map the sour ...
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| Phantom records |
I created a custom entity and beleive I have all the relationships set
up correctly. However, when I try to create a new record (Lot Group), I
creates a blank entry in the grid along with my new record. When I
attempt to select the newly created record, the bottom of the grid
displays 0 of 2 records selected. It's like the grid pointer is out of
whack. I looked at the DB and everything seems ok there so I'm
thoroughly perplexed! Any ideas?
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| CRM 3.0 SDK |
Hi
I saw sample code in the CRM 3.0 SDk.
// =====================================================================
// File: Retrieve.cs
// Summary: This sample shows how to retrieve an account by accountid
// using Execute and RetrieveRequest.
// =====================================================================
//
// This file is part of the Microsoft CRM 3.0 SDK Code Samples.
//
// Copyright (C) Microsoft Corporation. All rights reserved.
/ ...
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| Create Advanced Find View to Show Entities X Months OLDER Than Current Date |
I want to create an advanced find view that will allow me to display
active accounts that haven't had any associated activities in the past
6 months. I see how to create a view to display accounts with
associated activities in the past 6 months, but not accounts older than
6 months. Any help would be greatly appreciated.
Jason
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| Lady Only |
Lady only 24-Hrs +91 9810577227
OR email to info@lenstar.org
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| Lady Only |
Lady only 24-Hrs +91 9810577227
OR email to info@lenstar.org
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| Formating data in text field in CRM 3.0 |
Hello,
I have a problem with some field (ex. my_field ntext(5000)).
I have some code in OnSave() and there I insert to my_field some data.
First problem is, how can I return actual date. Now I use field
modifitedOn in CRM.
But I can't format this date, like this (ex. 2006-06-18).
Now I have this format "Fri Aug 18 16:21:02 UTC+0200 2006" and I want
format (2006-06-18).
Second problem is, how can I insert char of enter to my_field.
Now it look like this: Mark Twain - 20 ...
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| How do I set an optional attribute to mandatory using customization.xml? |
Hi All,
I'm a bit confused on customization.xml and what you can and can't do
with it:-
I CAN set a mandatory (Business Required) field to optional (No
Constraint) using some customization.xml like this:
<field name="MyMandatoryAttribute" requiredlevel="na" maxlength="200"
format="text">
But I CANNOT set an optional field to mandatory with this:
<field name="MyOptionalAttribute" requiredlevel="required"
maxlength="200" format="text">
I CAN however, set the opt ...
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| Custom link from CRM to Outlook |
All-
I have created a custom field CRM for Contacts. Now I would like to link
this field back to Outlook so it can show up on the list of Contacts in
Outlook. Is this possible? If so, can someone direct me to a knowledgebase
article to get this to work?
Thanks,
Chris
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| Max number of entity attributes |
Hi ,
Does any one know what is the maximum number of attributes I can
add for a system or custom entity.
thanks,
Hassan.
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| View: Contacts with no activities |
Hello,
I want to design a View with gives me all Contacts of a specific branche
with no Activities. the next step would be to create an activity.
Is there a way to form a query in CRM? I can't find a NOT-operator or such...
Greetings
jens
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| Refresh CRM-Site |
Hi all,
I programmed a Web-Application for the CRM and used a NavBarItem to call the
application.
This application shows the activities from a entity.
If I create new activities, my application should be refreshed with the new
activities.
I would like to refresh it with a click on the NavBarItem. Is this possible?
Thanks,
Robert
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| Love Hotline |
Lady only 24-Hrs +91 9810577227
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| Calendar & Outlook |
is there away to have Calendar synchronized with Outlook?
--
Mikey M.
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| Printable chart of all web services exported by CRM |
Hi, I would like to know if there is char to print that contains all the web
services, entities, relation, etc. exported by CRM. I think that would be
help to quick development. TIA.
Regards,
Julio
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| Remove CRM e-mail tracking id ifrom the subject line. |
When CRM s set to track e-mails, contacts receive a msg with the subjct
line CRM00DDDD. I have got response from some people here that you can not
change that. My client decided not to track e-mail because he is being
questions from every contcat about the meaning of the subject line. The
subjct line sould be left for the users to fill and not use that for mail
trackingID. I hope that this can be fixed or may be in a next version.
Best regards
Hossam H. Behery
MCSD, MCAD ...
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| Price per unit in CRM 3.0 |
We negotiate the prices of many of our products. How can I let the user
(our sales staff) enter a price for a product when creating an Order,
Quote or Opportunity with product? We would prefer our invoice be
clean and show the negotiated price, not list price then a discount.
Thanks
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| Remove CRM e-mail tracking id in the subject line? |
hello everyone
When CRM s set to track e-mails, contacts receive a msg with the subjct
line CRM00DDDD Is there is a way to make CRM not include this tracking id in
the subject line?
--
HB
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| Too many price lists |
My company negotiates product prices with many of our customers so we
decided to simply create a pricelist for each account. To keep it
simple, the pricelist has the same name as the account. Now we want
the price to be set automagically when a company is selected in an
opportunity or order. I now I have to look up the guid for the
pricelist using the name in the customerid field and assign the result
to the pricelist field. I think a big part of my frustration is the
p ...
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| Invalid results |
Hi,
I'm using the following code to get a list of work flows. But I get
invalid results. I get some work flows which are repeated many times.
why is that ? This happens even when I deactivate the workflow.
//Fetch XML
ColumnSet columns = new ColumnSet();
columns.Attributes = new string[] { "name" ,"entitytype"};
QueryExpression query = new QueryExpression();
query.EntityName = EntityName.wfprocess.ToString();
query.ColumnSet = columns;
CrmService service = new CrmS ...
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| Using JavaScript to Secure a Form Based on User |
I'd like to be able to disable a field based on which user is viewing
the form. I know I can disable a form in the onLoad with
crmForm.all.<field name>.Disable=true, but I don't how to check and see
who the current user is. Any help would be greatly appreciated.
Jason
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| Retrieve IP Address in Callout code |
Hi All,
Anyone knows how to retrieve IP Address of the caller user in Callout
code? I do Audit Trail in callout code for every
Create/Update/Delete/SetState which is working great for every entity,
but still can't find a way how to retrieve IP Address of the user who
originally makes changes.
Gunady
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