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  • Forum Post: Re: Customizing CRM

    Jim Daly
    An updated version of the article is available in the Resource Center. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/thingstoknowaboutcustomization.aspx Localized versions of this article (and many others) also exist. Check the version of the Resource Center for your language by going...
    on 30 Jul 2008

  • Forum Post: Custom Web site deployment in CRM 4.0 ?

    Binu Kumar S
    Dear All, I have successfully programmed an ASP.NET application with CRM SDK 4.0 and is working from the developing enviroinment. What i now need is , to deploy the custom application to CRM server. What is the procedure for that ? Where and what custom application files to put it in the server...
    on 26 Jul 2008

  • Forum Post: Project Management & Time sheet registration add-on for Dynamics CRM 3.0 and 4.0

    Richard Rezac
    Our Project Management & Time sheet registration add-on lets you do everything you need to handle projects & time-tracking within Microsoft Dynamics CRM. Using the standard workflow of CRM, you can set up templates with standard project activities. Being able to use Microsoft Dynamics tools for...
    on 10 Aug 2008

  • Forum Post: Using Windows Live Authentication

    rrichard
    I'm new to CRM Live so I'm sure it's something obvious I've missed but given the following scenario: A user logins to CRM Live. They select a menu item with the URL pointed to a CRM Partner's hosted page. The hosted page needs to create an instance of the CrmService to make...
    on 14 Aug 2008

  • Forum Post: Adding Phone close out options

    al Jones
    When you close a phone call, I would like to create the option of "left voice mail" I cannot find where I can edit these choices. thanks.
    on 29 Aug 2008

  • Forum Post: Hide default entities and default workpane view

    jean-eudes queffelec
    i'm working on a very basic simplifiction of CRM 4.0 for a non very saavy customer. I want to expose them only to the entity that they will use and looking to hide basic entities which are not relevant to them (Competitor, Quote, Invoice, Order) and the entire Service Module. Can't find a way...
    on 31 Aug 2008

  • Forum Post: Re: Entity Object Type mismatch between CRMs

    Frank Hermes
    I would try the following: Export the customizations from D or T and replace the following strings with the objecttypecodes from L: 1. <ObjectTypeCode>10001</ObjectTypeCode> 2. <returnedtypecode formattedvalue="10.001">10001</returnedtypecode> 3. object="10001"...
    on 10 Nov 2008

  • Forum Post: Re: Re: Re: Entity Object Type mismatch between CRMs

    Frank Hermes
    You lose all data stored in this entities. You might experience contraint errors when you delete entities that relate. E.g. if you refer on a form to a linked entity (lookup) you may not delete the linked entity as it appears on a published form. So first delete the lookup from the from, publish it and...
    on 10 Nov 2008

  • Forum Post: Re: Re: Re: Re: Re: Entity Object Type mismatch between CRMs

    Frank Hermes
    I did not mean to remove any constraints in the database (!) but that contraints might prevent you from deleting entities, therefore you have to choose the right order to delete the entities. If you don't delete the entites from a CRM the objecttypecodes will remain the same, thats why your alternative...
    on 12 Nov 2008

  • Forum Post: Re: Re: Re: Re: Re: Re: Entity Object Type mismatch between CRMs

    Frank Hermes
    Don't delete the entities in SQL! Delete it in the customizations tab in CRM. If any constraints are hurt CRM will tell you. Something like: “You cannot delete XXX because there is a published reference on the form of accounts”. Then remove the lookup from this form and try again. Is this what you...
    on 12 Nov 2008

  • Forum Post: Entity Object Type mismatch between CRMs

    Richard MG
    We have a normal CRM setup - Developer (D), Test (T) and Live (L). L was set up first, then T and some time later D. The customisations for D were imported from T but I don't know how customisations were imported into T, I must assume from L as the 3 entities we have a challenge with were part of...
    on 10 Nov 2008

  • Forum Post: Re: Creating Leads

    Frank Hermes
    Make the attribute mandatory in the customizations...
    on 18 Nov 2008

  • Forum Post: Re: Prefix added to relationships when importing customizations

    Frank Hermes
    If you open the customization.xml in the zip file do you find "Cm_cm_" or just "Cm_"?
    on 19 Nov 2008

  • Forum Post: How to change field mappings in user properties?

    Olegas Silinas
    Hi all, when new crm user created, after domain logon name filling and press tab key rest fields filled automatically from AD by particular attributes mapping schema. Now i have a task to change this behavior in one fileld. In General tab "Main Phone" field" should be filled with data...
    on 1 Dec 2008

  • Forum Post: How to create multiple data entry forms in crm forms - Like Master Detail Data Entry

    Amol Padhye
    Hi All, We are using CRM 4.0 We have following problam 1. During entering the Quotations, Orders etc. We are entering one product at a time. How enter multiple product at a time like master detail dataentry. ? 2. Is their any .Net type editor to edit CRM forms ? 3. Can we create sub form...
    on 30 Dec 2008

  • Forum Post: Koverting Lead - take over Leaddescription into Contact

    Fabian Henzler
    Hi everyone, We i'm converting a lead into a company and a contact, I'd like to adopt the description-field in my lead into the description-field in my contact and company. How can I manage that? Thanks and best regards, Fabian
    on 28 Jan 2009

  • Forum Post: Case Resolution fields into email template

    RandyRAIR
    How do you bring the case resolution details into an email template? We are using CRM 4.0 and send an email to select individuals when a case is closed. These users are requesting the resolution information be included in the email. Can see where it is stored but we are missing how to bring that into...
    on 3 Sep 2008

  • Forum Post: MS CRM 4.0 More than one Math Function in Code

    Marc Watkins
    Hi, I'm hoping that someone can help me with a Javascript coding problem I am having on one of my custom entities. I need to have a couple of standard calculations on the main form (as an OnChange event). The problem is that when I want a particular field to be involved in more than one Javascript...
    on 5 Feb 2009

  • Forum Post: Problem in importing Custom Entity

    Maverick0679
    Hi I'm trying to import a new custom entity in CRM 4.0 but whenever i import the XML file it gives me the following error: "Failure: bme_customer: Import has encountered an error and has been canceled. Your system has been restored to its original state. Import has been canceled because...
    on 11 Feb 2009

  • Forum Post: Re: Re: View accounts like hierarchy / treeview

    Ryan McCormick
    Hi Yaniv, Thank you for your reply. That is exactly what I am trying to achieve. I am able to get the selected account GUID, but I am not sure of an efficient way to find/select only the related accounts. Some, but not all, "branches" may have 5 or 6 levels. So what I need is to find all...
    on 4 Mar 2009

  • Forum Post: Re: Re: View accounts like hierarchy / treeview

    Ryan McCormick
    Thanks anyway Hassan, but I need to build a solution not buy one. Post the source code if you really want to help.
    on 4 Mar 2009

  • Forum Post: Re: Re: Re: Re: View accounts like hierarchy / treeview

    Ryan McCormick
    Yaniv, Thank you again for responding. I completely agree with you that a direct query to the FilteredAccount view is the way to go. The problem still exists though that the query will not receive the top account GUID, but the selected account GUID. The user may or may not have selected the top account...
    on 4 Mar 2009

  • Forum Post: Re: View accounts like hierarchy / treeview

    Ryan McCormick
    Here is what I have. Maybe it will help to get an answer to what I need. Create a new C# web application project in your favorite VS version. Rename the ASPX page to AccountHierarchy. Drag an XML control onto it. Paste this code into the AccountHierarchy.aspx.cs window under Page_Load (Replacing...
    on 4 Mar 2009

  • Forum Post: Help with Email tracking customization in CRM 4?

    Lisa-Marie
    I am trying to expand the functionality of the track email in CRM. When a user clicks "Track in CRM" in the outlook client the email gets tracked. But if either the sender or the recipients email adresses not exists in the contact-email field in CRM then the contact stays as unresolved record...
    on 13 Jan 2009

  • Forum Post: Re: Re: Re: Re: Re: Re: Re: Re: View accounts like hierarchy / treeview

    Ryan McCormick
    You rock! Thank you very much Andrew this is excellent work. It is almost there. I'm just missing the parent nodes (really the root account of the branch to use as the anchor in the query). I thought it was a done deal when one of our DBA's said that he wrote a function to get the "root"...
    on 5 Mar 2009
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