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
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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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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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