Microsoft Dynamics CRM - Tips, Tricks & Add-ons - Inogic

June 2009 - Posts

• 3 Comments 1,895 Views

  Reading Excel workbooks using GetOleDbSchemaTable returns a sheet with _ suffix We have a CRM add-on for Importing Price Lists into CRM. For this tool, we expect the details to be provided in an Excel sheet. The tool reads the excel workbook provided and imports the prices. Once we... Read More... Published: Monday, June 29, 2009, 06:09 AM Tags: "Sheet$"_, Excel, worksheet duplicate

• 6 Comments 4,352 Views

  Handle emails with Unresolved email addresses Sometimes you would notice the sender or receiver email address underlined in red with question mark next to it. This simply means that the email address you provided in the email is either not related... Read More... Published: Saturday, June 20, 2009, 06:27 AM Tags: Unresolved Email Addresses

• 0 Comments 1,166 Views

  How to create a new User Role in CRM that actually works :) It is always recommended that we use the user roles already provided by CRM and edit them as per our needs. Well instead of taking the easy way out, we decided to go ahead and create a new Role from the... Read More... Published: Wednesday, June 10, 2009, 10:04 AM Tags: Security Roles

• 0 Comments 1,885 Views

  Call Workflow from ISV button We had once given an option to one of our customers to perform an action using on-demand workflow. We provided them with the steps to run the workflow from the "Run Workflow..." button that is... Read More... Published: Monday, June 08, 2009, 05:41 AM Tags: Scripting, Shortcuts, Workflows

• 0 Comments 1,312 Views

  How to re-assign records of one user to another user in Dynamics CRM Sometimes when one of the users is no longer associated with the company or if the responsibilities of a user is changed, there is a need to re-assign all records of this user to another user. Steps to... Read More... Published: Saturday, June 06, 2009, 05:46 AM Tags: Re-assign records

• 0 Comments 1,421 Views

  IFD Login code for Custom apps With CRM 4.0 and IFD getting popular by the day. We have had to work on the Login function for CRM to support IFD install. In case of IFD the authentication type is changed to Forms Authentication where... Read More... Published: Tuesday, June 02, 2009, 05:39 PM Tags: IFD, Login