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  • Forum Post: New Workflow influences functionality of external Javascripts

    bilbo
    Hello, Does anybody know about this voodoo issue: - write Javascripts that are embedded from /isv/ and embedded with the onload event of a form, others that are fired onchange. works fine - create a workflow on the same entity, publishing it. (no dependencies to the javascript, only the same entity)...
    on 8 Jul 2008

  • Forum Post: Can't update an existing report - DSPipeDetails won't run in Visual Studio

    jmd30094
    I am trying to add a column to the Sales Pipeline Detail report. I have successfully downloaded it and opened it in Visual Studio. I have the correct connection string but as soon as I refresh the DsPipeDetails dataset, Visual Studio no longer sees all of the fields. This happens even before I make any...
    on 10 Jul 2008

  • Forum Post: Crm Resource Management - Service Scheduling

    Marti Fletcher
    Hi Guys, how do we achieve showing users and facilities according to businessunit on Service scheduling, as far you know every user can show all facilities or user on resources.
    on 19 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: User and Design Training!

    Michael James
    We recently installed CRM 4.0 and Outlook Client in our company. We have ten plus years experience with ACT. Our MS Gold Partner sales organization proved to be a very unknowing company in CRM installation and use. We are left with an expensive system and the selling company has indicated they are...
    on 11 Aug 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: 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: Re: Re: Help with Email tracking customization in CRM 4?

    Lisa-Marie
    Ok thank you for your reply. That saves me time thinking I could do this through a plug-in. That leaves the option of using a Workflow to run every time an email-tracking is created.. .which I assume is the same event as CreateEmail and UpdateEmail... is that correct? And when this event fires the workflow...
    on 3 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

  • Forum Post: View accounts like hierarchy / treeview

    Ryan McCormick
    I need to create a solution to display accounts like a hierarchy or in a tree view. I was able to create a solution to display all of the accounts in the system this way by modifying something I found here ( http://www.c-sharpcorner.com/UploadFile/desaijm/database_hierarchy_with_datarelation02192006170040PM...
    on 2 Mar 2009

  • Forum Post: Creating Sales Metrics for Different Products

    Jason Hardaway
    I have a question that I cannot seem to find an answer for, so I am now turning to all of you. We provide software as a service for three different product lines. Each of these product lines charge a fee based on utilization from our clients, and each reports revenue and margin in a slightly different...
    on 24 Apr 2009

  • Forum Post: Name Format Setting in System Settings

    Kinga
    Hello I need to change the Full Name format from First Name Last Name to Last Name, First Name. When I change it in the System Settings (Administration area) it only affects new records while all existing records still show the Contact Full Name according to the previous setting. Does anyone know...
    on 2 Jun 2009

  • Forum Post: Prefix added to relationships when importing customizations

    Wono
    Hello, At one of our customers, we have three IT environments available for CRM: Development, Test/ Acceptance and Production. We made our customizations in an earlier stage at our own development environment. I'm experiencing some issues when importing these customizations on one of the new environments...
    on 19 Nov 2008

  • Forum Post: enforce Data Entry Rules with OnSave or OnChange events

    ladynred
    For consistency within the application, my client wants to set some data entry rules. They would like lal fields where data entry is possible to be forced to lover case then to word upper case. Meaning that the first character of every word is capitalized. They feel that this will give the data a more...
    on 20 Oct 2009

  • Forum Post: Re: Email Marketing with Microsoft Dynamics CRM

    ErhanAkova
    Check this out.. Integrated Dynamics CRM 4.0 Solution for Email Marketing http://www.bizminers.com http://www.bizminers.com/bizminers-dynamicscrm-mailchimp.aspx
    on 24 Oct 2009

  • Forum Post: Need to Change Default Page in Dynamic CRM 4.0

    Azwar Alam
    Hi I need to change default Page in CRM 4.0 not from Personalize Workspace area but from javascript or server side code is there any way ?
    on 14 May 2010

  • Forum Post: Viewing a Custom Entity within an Iframe

    Stephen Duncalf
    Hi All, I've got a requirement that will either end up customizing the Case entity to add alot of custom attributes (not my preferred option as it's only for one business unit), or I could create a specific custom entity to store these business unit specific attributes in, and specifiy the...
    on 6 Apr 2010

  • Forum Post: Invalid cast exception System.String[] to System.String in CRM 4.0

    Ignacio Camacho
    A few months ago, our developing server started to show some asp net errors while trying to open a custom query, while charging a list of workflows associated to an entity, publishing customizations, etc… I modified the web.config to show the trace and the result is always the same: Cannot cast...
    on 21 Nov 2011