CRM Development Forum

Changing the precision in price list item in CRM Online

Wed, 25 Nov 2009 17:36:23 Z

I know that the price list item is not a customizable entity in CRM (yet it's listed in the customizable entities...). But I'm trying to figure out how to price a product in a price list to a precision other than 2 decimal places. It's extremely hard for me to believe this is not supported. When we charge customers for mileage travel, we charge at the GOVERNMENT defined rate of $0.585 / mile. However, when trying to do this in CRM, it always changes it to $0.59 and this ends up overcharging the customer on the invoice. If I create my own custom entities for pricing, they won't participate in CRM as a price model and therefore I'll miss out on all the benefits. There HAS to be a way to do this. If not, it needs to be changed to support updating the precision on the attribute of the price list item (and in turn the Order Item & Invoice Product).

synchronous post update plugin runs 6 times after quote update

Wed, 25 Nov 2009 17:25:42 Z

Hello,

I have a problem with plugin - it runs 6 times after a quote is
updated.

First 5 times it runs with no problem.

Finally it fails with error "Server was unable to process the
request",
Error is generated by this line:

service.Update(updatedQuote);

Any idea?

Calling Custom Webservice from a windows form application in IFD Deployment

Wed, 25 Nov 2009 15:50:19 Z

Hi,

We made a windows form application which accesses the crm services (discovery, metadata and crmservice).
Everything works fine in both on-premise and ifd deployment.

BUT: we also want to access some selfmade custom .NET webservices, placed in the ISV subfolder of the crm website (those webservices on their turn access the crmservices).
When we try to do this, we get an error that the request was redirected to the login page (which I can understand).
On premise there is no problem.

Does anybody know a way to initialize our own webservices within the winform application (.Net) with the correct authentication/authorization?

Thanks in advance,

Hans Nellestijn
ACI B.V.

Change user Business unit

Wed, 25 Nov 2009 13:55:06 Z

I want to change business unit of Dynamic CRM 4.0 through programming

Can i get any sample code for this??

Any little help will be appreciated

Thanks in Advance

Regards

Sohaib Qazi

query for retrieving all accounts from CRM

Wed, 25 Nov 2009 12:42:44 Z

I want to print out in console all available accounts in CRM.

Here is the code:

            QueryExpression query = new QueryExpression();
            query.ColumnSet = new AllColumns();
            query.Criteria = new FilterExpression();

            BusinessEntityCollection bentities = service.RetrieveMultiple(query);

            foreach (BusinessEntity entity in bentities.BusinessEntities)
            {
                Console.WriteLine(((account)entity).name);
            }

The problem is on line wehn i try to run service.RetrieveMultiple.

The error says: An unexpected error occurred.

Please help. Thanks

Replicating Content management of Sharepoint in MS CRM 4.0

Wed, 25 Nov 2009 12:11:43 Z

Hello All,

I need to understand that can we replicate the content management behavior of sharepoint into our CRM system?

Currently i am trying to understand how is the architecture of Content management works within Shrepoint and have not been able to come up to good understanding, so if my question sounds weird, this might be the only reason:).

please if some one can give me a good insight about this.

Thanks,
ShivNath

How to add an image on form in CRM 4.0

Fri, 20 Nov 2009 12:51:13 Z

Hi ,

I have a requirement of adding a logo to various forms in CRM. Can anyone please let me know, how I can do that.

Thanks in advance

AddUserToRole does NOT work for aspnetdb users

Wed, 25 Nov 2009 11:00:57 Z

Hi,

I got a problem using Sharepoint 2007 web service. I have configured my site to work with form based authentication.
I can add users successfully to it using membershipSeeder tool downloaded from www.codeplex.com.
everything is OK.

but when i want to add the user to the site by UserGroup webservice , Calling "AddUserToRole" returns
"The user does not exist or is not unique.0x81020054" .

any idea?

here is the code:

            try
            {

                Web_Reference.UserGroup userGroup = new Web_Reference.UserGroup();
                userGroup.Credentials = new System.Net.NetworkCredential(@"Username", "Password");

                /*Gather data from the text boxes.*/
                string groupName = strGroupName;
                string userName = strLoginName;
                string userLoginName = strLoginName;
                string userEmail = strLoginName + "@domain.com";
                string userNotes = "TestNotes";

                userGroup.AddUserToRole(strRoleName, userName, userLoginName, userEmail, userNotes);

                userGroup.AddUserToGroup(strGroupName, userName, userLoginName, userEmail, userNotes);

            }
            catch (SoapException ex)
            {
                string msg = ex.Detail.InnerText;
            }
            catch (Exception ex)
            {
                string msg = ex.Message;
            }

Thanks in advance

crm4: javascript impersonation

Wed, 25 Nov 2009 09:19:07 Z

I would like to run some javascript code under another users context.
Is this possible with javascript?

Thanks
Darren

How to access entity's attribute from Custom Workflow Activity code

Tue, 24 Nov 2009 02:20:46 Z

Hi,

I'm working on a custom workflow activity and this article from stunnware is my starting point.

I'm wondering, supposed we only need one certain attribute as input parameter for the custom workflow activity.

Can we set it directly in our code instead of setting it from CRM workflow editor?

How can we access the entity/entity-related's attribute from our code?

Thank you! :)

Error in adding new records to the CRM using Microsoft web service

Wed, 25 Nov 2009 10:08:37 Z

I am having issues with adding new records to the CRM using Microsoft web services. Im getting the following error message, System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall)   at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at CrmService.Create(BusinessEntity entity)

Sample code :
CrmAuthenticationToken token = new CrmAuthenticationToken ();                 token.AuthenticationType = 0;
token.OrganizationName = "OrgName" ;
CrmService service = new CrmService ();
service.Url = "http://test.com:8083/mscrmservices/2007/CrmService.asmx " ;
service.CrmAuthenticationTokenValue = token;
service.Credentials = new System.Net.NetworkCredential ("UserName" ,"Password" ,"Domain" );
contact SampleContact = new contact ();
SampleContact.firstname = "FirstName" ;
SampleContact.lastname = "LastName" ;
SampleContact.telephone1 = "123-123" ;
SampleContact.emailaddress1 = "Emailprotected " ;
service.Create(SampleContact);

Can any one please suggest me.
Thanks in advance.

Adding the Email signature in the Email activity

Wed, 25 Nov 2009 09:51:14 Z

Hi,

I want to add the default Email signature on all the Email activities. While opening the new Email activity the predefined Email signature should be loaded automatically.

I have tried this with script in the ONLOAD event. But it is not working. The same script is working fine while writing on the "ONSAVE" event.

Script

crmForm.all.description.DataValue='Email Signature';

How can I add the Email signature while loading the Email activity?

Please help us to get the solution in this issue.

Thanks in Advance,
Manikandan R

Plugin Update Account

Wed, 25 Nov 2009 06:14:58 Z

Hi, all~~

I was trying to create a plugin..
what i like to do is , when I update an Account record,
i want to update another field in account entity,
(i know this can be done through Workflow, but i just want to try using plugins)
but after i registered my plugin and test it,
i received an error messge "Server was unable to process request"
the following is my code,
can anyone help me with this?
thank u very much!

public void Execute(IPluginExecutionContext context)
{
DynamicEntity entity = null;
entity = (DynamicEntity)context.InputParameters["Target"];
if (!entity.Properties.Contains("fieldname"))
{
entity["fieldname"] = "Testing Plugin";
}
ICrmService service = context.CreateCrmService(true);
service.Update(entity);
}

Estimated Revenue and Total Revenue

Tue, 24 Nov 2009 15:35:11 Z

Hi All,

As you may know there are 2 fields in the Opportunity Product From called Estimated Revenue and Actual Revenue

The issue is that I am populating the fields through javascript after doing some calculations but they are not populating the database.

I have tried changing them to enabled and not read-only but to no success as it seems they are locked. I also used the force submit but nothing happens as well

Can you help me please. 10x in advance

Regards

Error message when accessing CRM from browser - "Popup Blocker"

Wed, 25 Nov 2009 06:13:56 Z

Hi,

I'm getting an error message when I try to open crm from the browser whcih says " A Microsoft Dynamics CRM window was unable to open, and may have been blocked by a popup blocker".
I have disabled the pop up blocker, have included the url in trusted sites, enabled automatic login name and password but nothing seems to be working.
My OS is vista and I have not installed MS crm client for outlook. I'm just trying to open crm from the web and this is the issue...

Your advices are most invited.

Regards
PS

CRM Email notification on activity creation

Tue, 24 Nov 2009 15:23:51 Z

Is there a way that CRM users can set up searches for a given set of criteria (e.g., all activity in France) and that an email notification could be sent out when an activity involving that criteria is created?
Does this already exist or could it be developed?

Email Trigger

Tue, 24 Nov 2009 15:23:56 Z

Is it possible to send an automaticl email(notification) to the Team leader Manager if on of his member create any new record such as new contact????

hussain

Dynamic Entity Rollup Plugin

Mon, 23 Nov 2009 08:38:20 Z

Hey

i have two custom entities event and agenda, and there is a relationship of 1:N where event is primary entity. Now i have a requirement of activity roll up from agenda entity to event entity just like we can see all the activities regarding opportunity from contact form , i also want to see all activity regarding agenda from event form.

Please help me out how this can be done .

Rajesh

How do I prevent plain-text error messages from CRM web service?

Wed, 25 Nov 2009 05:21:12 Z

Hi everyone,

I'm just beginning to program with the CRM web service. We're using CRM 4.0, (4.0.7333.3). It's early days still, but I've found an interesting bit of behavior that someone here might be able to explain to me.

When I (say) do an update, but pass a caller ID that doesn't exist (this applies to other values as well, not just caller ID), the error response isn't coded in XML. It's text/plain and looks like (for example)

"Server was unable to process request. ---> systemuser With Id = ac338499-86a9-de11-b579-0050568b1306 Does Not Exist"

The HTTP response is code 500 (i.e. internal server error), which surprises me a lot. I would have expected application errors to be encoded. This poses some problems for the web service toolkits I'm looking at using (java ones - JAXWS and Axis), but it also leaves me a bit confused about whether this is a standard web service communication style.

Can anyone tell me if this is just a configuration issue, if this is how CRM is supposed to respond to errors, or even if this is just standard web service behaviour and I just haven't learned that yet?

Thanks :-)

Matt.

Fetchxml filtering problem

Wed, 25 Nov 2009 00:46:22 Z

Here is a SQL query:

select p15_guestid,g.p15_bookdate, p15_contactguestsid, g.modifiedon,p15_guestsid
from p15_guests g
inner join p15_bookings b on g.p15_guestid = b.p15_bookingsid
left outer join p15_evaluation e on e.p15_bookingid = b.p15_bookingsid
where e.p15_bookingid is null
order by g.p15_bookdate

Which has the equivalent FetchXml:

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true">
<entity name="p15_guests"><attribute name="statuscode"/><attribute name="p15_guestid"/>
<attribute name="p15_bookdate"/><attribute name="p15_contactguestsid"/><attribute name="modifiedon"/><attribute name="p15_guestsid"/>
<order attribute="p15_bookdate" descending="true"/>
<link-entity name="p15_bookings" from="p15_bookingsid" to="p15_guestid" alias="aa">
<link-entity name="p15_evaluation" from="p15_bookingid" to="p15_bookingsid" alias="ab" link-type="outer">
<filter type="and"><condition attribute="p15_bookingid" operator="null"/></filter></link-entity>
</link-entity></entity></fetch>

The problem is that the filter on the FetchXml doesn't seem to be working properly.
The SQL properly returns 226 rows while the FetchXml improperly returns 229 (it includes 3 rows that should be filtered out).

Is there another equivalent FetchXml expression I could use? Is this a known bug in FetchXml? Or is it merely that my translation from SQL to FetchXml is flawed?

Much thanks!

pre populate advanced find

Tue, 24 Nov 2009 18:06:50 Z

is there a way to prepopulate an advanced find?

Web Service

Tue, 24 Nov 2009 20:22:44 Z

I would to tigger email by calling web service after creating new activity or contact.
THis is possible and how?????

hussain

Carriage Return in CRM Manual Workflow

Tue, 24 Nov 2009 17:41:52 Z

Hello,

I'm writing a manual workflow using CRM 3.0 Workflow Manager. I'm new in writing this and I have 2 simple questions:

1. When updating fields using manual workflow, is there a way to insert a carriage return? I do a copy and paste from a text editor, but the next line is never shown in the Workflow. Please see screenshot below:

http://i170.photobucket.com/albums/u277/kuroneko1313/crmcarriagereturn.jpg

2. When applying a manual workflow to update fields in CRM, for some reason the updated fields will not be shown immediately. I have to Save and Close the entity first, and re-open it for them to come up.... is this a known issue?

Thanks so much in advanced for your help.

Import date into notes

Tue, 24 Nov 2009 21:40:50 Z

Hi,

I'm working on a Telesales process which involves exporting lead data from our CRM4 system to Excel ( our telesales person is blind and can only work with Excel ). The telesales person will then work with the lead data in Excel, updating where required. I'd like one of the fields in Excel to be notes on the call he makes.

I can import the Excel data back into CRM without a problem, (took a bit of working out), but would like to take the notes field in Excel and add it as a new note to the existing lead in CRM.

Each time the information is uploaded following a subsequent call to the same lead, say three months later, I'd like the note field to be uploaded as a new note. This way we can build a history of the conversations the telesales person has had with the lead.

Questions is, how do we upload a single field in Excel to a new Note entry within the Notes entity of the lead?

Hope this is possible some how... appreciate any comments or questions.

Best Regards

Dave C

Dave C

CRM 4.0 Toolbar Disappears from top menu in Microsoft 2007

Wed, 17 Sep 2008 16:37:28 Z

How can I have the CRM toolbar back? I can access my account files, my activities, but since I do not have my CRM toolbar I can't track in crm or synchronize. The only way I have found to have it back is to run Microsoft Dynamics CRM 4.0 configuration wizard. The bar comes back but a few days later it goes away again. Thanks for your help

Importing Notes from Excel

Tue, 24 Nov 2009 21:47:33 Z

Dave C

Obtaining day of week from Date field

Tue, 24 Nov 2009 19:05:05 Z

I have two fields called new_Followup_Date (a date field) and new_Followup_Day (a text field) where I want to populate into new_Followup_Day the day of the Week (Mon 21st, Tue 22nd etc) based on the date inputted into new_Followup_Date. I would imagine this would be achieved by Javascript on an OnChange Event on new_Followup_Date ideally through a SOAP(?) so that the day of the week immediately gets populated by the appropriate day.

Has anyone any code or references that could help me solve this problem?

Regards

Jim

Cannot fire onafterselect event from form assistant

Tue, 24 Nov 2009 18:54:09 Z

I have a problem with "onafterselect" javascript event for a lookup field.
If I select a value from lookup field the javascript is fired.
If I want to select the same value from 'form assistant' the "onafterselect" event is not fired.

I tested this scenario for 'onchange' event and is fired from lookup and form assistant too. The problem is that I need
onafterselect because i have to get data from lookup.

This is the part of code where I use "onafterselct" javascript event. Is used in form -> onload event.

function OnCrmPageLoad()

{
      crmForm.all.customerid.attachEvent( "onafterselect" , OnCustomerSelected);
} 


function OnCustomerSelected()

{
     alert('onafterselect test');
     //get the value from lookup
     var number= crmForm.customerid.items[0].values[1].value;
     //set a temp field     
     crmForm.all.new_temp.DataValue = number;

}
OnCrmPageLoad();

Any help is appreciated.

Thank you!

Filtering data in form assistant

Tue, 24 Nov 2009 19:16:28 Z

I created filtered lookups like in this example: http://advantageworks.blogspot.com/2008/02/pseudo-filtered-lookup-dialog-in.html, and is working fine.
I wonder if is possible to filter data in form assistant too. As i know filtering data in this way is unsuported in crm 4 but maybe a workarround solution exists.
Thanks for any suggestions!

O que é possível fazer com plugin?

Tue, 24 Nov 2009 13:31:56 Z

Pessoal,

Estou começando a trabalhar com plugin, e gostaria de saber o que é possível fazer.... Por exemplo, pra tudo até agora que precisei fazer no crm, se não deu com workflow, fiz com javascript, ajax.... Gostaria de saber algumas situações em que só é possível fazer com plugin...
Alguém sabe me dar alguns exemplos???

Obrigado!

System job

Tue, 24 Nov 2009 15:11:39 Z

Hi all,

        Is it a possible to create something like SharePoint Job in the Dynamics CRM?
        It means that I want to execute some block code everyday at defined time.
        What can you suggest?

Thanks in advance.

Report Builder 2.0

Tue, 24 Nov 2009 07:54:09 Z

I built a simple report that would display some values from CRM.
I noticed something that I need you guys to help me with

for example ,

Original value is 123.63
Current Displayed in Reoprt builder is 124.00

I want to display the orginal value without rounding. how to do this???

hussain

CrmDateTimeProperty send blank date

Tue, 24 Nov 2009 14:22:56 Z

i have a date field that I need to clear out under certain circumstances

this always errors:

CrmDateTimeProperty CRMDate = new CrmDateTimeProperty();

CRMDate.Name = CRMFieldName;

CRMDate.Value =

new CrmDateTime();

CRMDate.Value.Value = null;

arrProps.Add(CRMDate);

how do i pass a blank date?

Problems updating field.

Sun, 22 Nov 2009 17:26:57 Z

Hi all

I have custom entity with custom attributes. I try to update the attribute with value in a post execution plugin which will trigger on create. I get to write text in the field I want to update, but I get errors on the plug in saying "Invalid arguments" and I get errors with service allways being null.

This is my code

            try
            {
                int myNIBnr = getNextNIBnumber();

                TargetUpdateDynamic targetUpdate = new TargetUpdateDynamic();      //used to update entity
                UpdateRequest updateRequest = new UpdateRequest();                 //request to update entity

                entity.Name = "new_record";

                StringProperty stringProp = new StringProperty();

                stringProp.Name = "new_nibregno";
                stringProp.Value = myNIBnr.ToString();

                entity.Properties.Add(stringProp);

                targetUpdate.Entity = entity;
                updateRequest.Target = targetUpdate;

                service.Execute(updateRequest);
            }
            catch (Exception ex)
            {
                throw new Exception("Error in update(): ", ex);
            }

Any ideas how to fix this?
If you know about any code snippets solving my problem, please let me know :-)

Regards

Filtered Lookup & Populate child entity with parent entity data

Tue, 24 Nov 2009 14:01:20 Z

Hi All,

I'm after two bits of Java script.

1) To allow me to populate a child entity (service activity) with data held on an Account. The service activity is created via the service centre and not from the account form.

2) Help on using filtered Lookups

Does anyone know of any good article - thank you

Thanks

Task assignment - Plugin for Route Message

Mon, 23 Nov 2009 05:53:17 Z

Hi there I am writing a plugin that intercept the pre assignment of task.

The plugin should do the following:

on Pre Assign, check the RouteType. If RouteType = Queue, then return without error.
If RouteType = user, then
check if the task assign to own (caller), return without error.

else, means assign to others, prompt error.

as a conclusion, i wan to prevent user assign taks to other users but it is allowed to assign task to own and queue.

I can get the current user Guid from context.userid but may I know how to get the target assigned user Guid?

Help me..Error while closing an opportunity

Tue, 24 Nov 2009 10:20:38 Z

Hi,
Iam getting an error while closing an opportunity in Production server.
Can any one please help me, how to solve this problem.

Thanks,
Rajesh Kumar.

Single Field Colour

Tue, 24 Nov 2009 12:47:11 Z

Hi All,

Is there a way to change the background of a single field during runtime using javascript please

Regards

entity creation

Mon, 23 Nov 2009 06:34:42 Z

hi,

i have an enity . it is having around 500 attributes. i want to create an another entity (just clone) containg all the attrinbutes of an existing entity. if i want to do manually it will take so much time. so please let me know will there be any other way to make the process easier. or is there any crm tools available to achieve this?

get the latest modified record

Tue, 24 Nov 2009 06:43:13 Z

Hi ,

I have a set of child records for my parent record.The child records have a field say field1 with value default to 0 and another field say signedon . i want to update field1 to 1 in child record for the record whose signedon value is the latest. Any thoughts?

Thanks, Aarch