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Set a Quote Active during OnSave based upon a bit field RRS feed

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    I have an bit attribute called new_approved.  When marked yes we need to Activate the Quote upon save. (because the managers aren't able to just select Activate, silly I know).

    I have tried changing the statecode to 1 and statuscode to 2.

    When i save  it pops a Microsoft CRM error
    Withers
    Tuesday, May 5, 2009 6:49 PM

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    Hi,

    I recommend that you run a crm service to manage this, i.e.

    http://msdn.microsoft.com/en-us/library/bb959550.aspx (SetStateQuoteClose)
    http://msdn.microsoft.com/en-us/library/bb959551.aspx (SetStateQuote)

    I have doe similar excersise for Opportunity; working just fine.

    Morten
    Tuesday, May 5, 2009 6:59 PM
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    Looks like it's time to learn c# and how to use a plugin as there are no examples using javascript.
    Thanks again for the reference!
    Withers
    Tuesday, May 5, 2009 7:54 PM
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    Hi Withers,

    yes, you should definetly use a PlugIn for this, but for a .NET developer this is very easy to learn.

    Quickstart Guide to Plug-in Development
    http://msdn.microsoft.com/en-us/library/cc151097.aspx

    I hope you do not use Visual C# (VB.NET) Express because it is not possible to debug a PlugIn with Express editions.

    Best regards,
    Jürgen
    Jürgen Beck

    Dipl. Kfm./Wirtschaftsinformatik
    MVP, MCSD.NET, MCITP DBA, MCDBA, MCSE
    Microsoft Certified Business Management Solutions Professional
    Microsoft Certified CRM Developer
    Microsoft Certified Trainer

    ComBeck IT Services & Business Solutions
    Microsoft Gold Certified Partner
    Microsoft Small Business Specialist

    Developing & Supporting Business Applications from small business to big enterprises covering scores of sectors

    http://www.combeck.de
    Tuesday, May 5, 2009 7:59 PM
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    I guess one of my biggest conerns is I write on Vista 64-bit and have had issues in the past with this and the SDK.  Is this still true?
    Withers
    Tuesday, May 5, 2009 8:02 PM
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    Hi withersdavid,

    I also had issues with Vista x64 and the CRM SDK. Sometimes it worked sometimes not.

    May be you should install Visual Studio 2008 on the CRM Server. This is sometimes the easiest thing.

    Best regards,
    Jürgen
    Jürgen Beck

    Dipl. Kfm./Wirtschaftsinformatik
    MVP, MCSD.NET, MCITP DBA, MCDBA, MCSE
    Microsoft Certified Business Management Solutions Professional
    Microsoft Certified CRM Developer
    Microsoft Certified Trainer

    ComBeck IT Services & Business Solutions
    Microsoft Gold Certified Partner
    Microsoft Small Business Specialist

    Developing & Supporting Business Applications from small business to big enterprises covering scores of sectors

    http://www.combeck.de
    Tuesday, May 5, 2009 8:11 PM
    Moderator