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  • Forum Post: Re: set organizer on appointment

    Aly
    HI From memory there is a very good example of setting the to, from, and organiser fields in the SDK for CRm worth looking at the code samples there, i'll try and find you an example ifyou cant find it Alistair
    on 29 Oct 2008

  • Forum Post: CRM 3.0 custom dates added to the Contact entity won't update from NULL

    Kathybb
    I have a couple of custom datetime fields on the main form for the Contact entity. The controls work as expected when creating a record. If, however, the field is not populated during Create, later attempts to update it are unsuccessful -- although save and close appears to work properly, the field remains...
    on 7 Apr 2009

  • Forum Post: Make datetime field invisible

    Eyup Cifftci
    I want to make a datetime field invisible if another (bit) field has a value of 0 (false). However i can't get the datetame field to be invisible. The atributename of the datetime field is new_finish_rf. I used this code to make it invisible: crmForm.all.new_finish_rf.Visible=false; But like I said...
    on 22 Sep 2009

  • Forum Post: PublishAllXmlRequest produces SOAP error

    Russell Bahr
    I have a windows form that allows our team members to add new items to some picklists we have built. Adding the item the first time works using InsertOptionValueRequest. I then set the order of the picklist items using OrderOptionRequest which works fine as well. After I have the picklist how I want...
    on 23 Sep 2009

  • Forum Post: Where to find help building a website for CRM?

    Cameron Stiller
    Hi there, I've just about finished building a CRM for internal use and would like to make a shop/user management website that interacts over the internet with the CRM. 1. The CRM is going to be on the same server as the website. 2. I am administrator I'm just having a lot of trouble...
    on 10 Nov 2009

  • Forum Post: how to store dates before 1900 in CRM 4.0

    Mostafa Elzoghbi
    Hi, I have dates before 1900 Year, CRM 4.0 interface doesnt allow me to store these dates, how can i store these dates ? I checked the database and the DB use datetime object which is supported by SQL 2008. but i think the problem from the customized class CRMDate. Waiting for your inputs...
    on 28 Jul 2009

  • Forum Post: How I can identify the error "Value cannot be null. Parameter name: uriString"?

    André Simões
    How I can identify the error "Value cannot be null. Parameter name: uriString"? I'm working on a customization os the Incident feature. This error appears only when the form is updated ("crmForm.FormType = 2"), when the form is creating an issue ("crmForm.FormType = 0"...
    on 18 Jul 2011

  • Forum Post: Re: The case you are trying to resolve was not found

    Jennifer Manteufel
    Thank you Gus for your assistance. I did create a field on the case where the user can set the status (Ie open, processing, resolved, cancelled) then created a workflow that watches for the status to be changed to resolved. However i get the error below on the workflow and it sits in a waiting status...
    on 10 Apr 2012

  • Forum Post: The case you are trying to resolve was not found

    Jennifer Manteufel
    Closing a case with a new button on the ribbon. I have created a new button on the CRM Case ribbon to close cases without the case resolution popup box. The button is calling the webresource and appears to be trying the javascript below however I am getting the following error message. Is there something...
    on 5 Apr 2012

  • Forum Post: Best Practices for Implementing Web Portal.

    Dave Mackey
    Hi All, I'm tasked with creating a web portal (for higher education) that will allow students to work through the application process largely via the web. It needs to integrate with Microsoft Dynamics CRM - which will be the CRM software for recruitment. I'm evaluating the different options...
    on 17 Apr 2012

  • Forum Post: refresh form after dialog finishes

    Jennifer Manteufel
    Process is to "term" a contract specific data needs to be gathered. I accomplished this by creating a dialog that gathers the data populates an activity and calls a workflow that changes the state of the contract to cancelled. All of this is called from a new "Term" button on the...
    on 17 Apr 2012

  • Forum Post: Set default value for Contract Template field on Contract entity.

    Jennifer Manteufel
    Having some trouble with code. I am trying to set the default value to "Service Dates" a contract template type on the on form event for the contract entity. I continue to get an error as follows. Below is the code I have in as well. I admit I borrowed the code from another site for setting...
    on 3 Apr 2012

  • Forum Post: How do you set up a Dev Environment for a CRM Online Customer?

    Patrick Picklesimer
    So I have a client that has 55 users on MS Dynamics CRM Online. They are looking to develop new capabilities, but are concerned about doing development work in their current production environment. What is the standard process for a situation like this from Microsoft? Should they simply sign...
    on 15 Sep 2010

  • Forum Post: timeout workflow until field {termdate} in record = today

    Jennifer Manteufel
    Version: CRM 2011 ru7 I have a work flow that I need to run to change a status of a record once the term date entered in the record is reached. We often preterm records upon receipt of the term date notification so that users dont have to remember to go back in and insert the termination date. ...
    on 4 Jan 2013

  • Forum Post: Early bound development for multiple organizations

    czervv
    Hi all, We are facing the situation when we need to develop a library in C# for the communication with the CRM system. Our server serves two different instances - two different organizations with separated databases. Requirements for the library: - use early-bound instead of late-bound (because...
    on 10 May 2013