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Questions tagged [dynamics-crm-4]

Microsoft Dynamics CRM is a multi-lingual Customer Relationship Management software package developed by Microsoft. It has built in support for Sales, Marketing and Service. This tag is reserved for Dynamics CRM 4.

Microsoft Dynamics CRM is a multi-lingual Customer Relationship Management software package developed by Microsoft. It has built in support for Sales, Marketing and Service.

This tag is reserved for Dynamics CRM 4.

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Newer versions

678 questions
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Programmatically create an attribute map for custom fields on the lead/contact entities

So I have a CRM integration that adds two fields to the lead and contact. An integer and a Boolean. When we convert a lead into a contact I want those custom fields from the lead to carry over to the new contact. We have over 700 instances using our…
Justin williams
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1 answer

FetchXML OR Condition

I have a FetchXML query and I have it so if participationtypemask equals 5 than it puts the users with a participationtypemask of 5 in the Required Column. But I also want to add it so if a user has a participationtypemask of 6 then it puts those…
user482375
2
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1 answer

CRM 2011 Revoke Impersonation

I am Impersonating a user to create the CreatedBy for Notes. But I only want to have it work with the Annotation Entity and use the normal admin to add the other records. Is there a way to associate it so the impersonation only effects one entity or…
user482375
2
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2 answers

How to set a specific picklist value on crm 4.0?

i try to set selected value of my picklist while adding a new account.My code is : CrmService service = connectToCrm(); PropertyCollection Prop = new PropertyCollection(); DynamicEntity Firma = new DynamicEntity(); …
Mennan
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1 answer

Linq to CRM - Invalid operation exception

I'm using a LINQ to CRM from Advanced Developer Extension for MS CRM 4.0. It works fine with direct queries. But I've got a problem when query looks like this: var connectionString = @"User ID=u; Password=p; Authentication Type=AD;…
krlm
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Sql query causing MS CRM Dynamics 4.0 slowness issue

My CRM application uers are facing slowness issue at a particular part of day and it has been found that a SQL query fires(attached below) at 1 PM daily causing the same: select count(*) from asyncoperationbase where RecurrencePattern is not…
Jogy
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Exclude members from a list in Dynamics CRM 4 and 2011

Just as the title says I need to exclude members from a list. I've tried using advanced find to come up with the xml query however I haven't made much progress. What I am trying to do is to process an action on a list based on whether or not the…
Justin
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Create a Many to Many relationship in CRM 4 and 5 in C#

I need to create/define a Many to Many relationship between a Lead and a custom entity as well as between a Contact and a custom entity. I can't seem to find any code examples of what I want to do. This needs to work in both CRM 4 and CRM 5. Are…
Justin
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How can I link entities in a CRM 4.0 query using the web service and return columns from both?

I have a query that I need to execute against CRM. It is the equivalent of the following in SQL: SELECT A.*, B.* FROM Table1 A INNER JOIN Table2 B ON A.ID = B.ID I created a query and added a linkentity as follows: link.JoinOperator =…
Baffled by ASP.NET
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Javascript errors after Upgrading from CRM 4 to CRM 2011

After a successful upgrade from CRM 4 to CRM 2011 everything is working fine except we keep getting javascript onload errors in almost all dialogs including lookup ones. for example when clicking the new button of the contacts the dialog appears and…
ziwar
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MS CRM QueryExpression ConditionExpression w/ CRMBoolean type

I'm using Microsoft's CRM software (4.0) and I'm trying to build a query expression. It works fine with querying only String values, but now I need to include a field that is of type CRMBoolean. I should also mention I'm querying custom entities.…
lhan
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Customizing close opportunity dialogue box in crm 4.0

I need to add a new field to the close opportunity dialog box. Is there any way to do this?
sandeep dhaliwal
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1 answer

Adding an external link in entity views in CRM 4.0

In CRM 4.0, I would like (if possible) to open an external link directly from a view of several entities (for example 'My accounts'). When this action is taken, a new browser window with a parameterized url should open into an external system.…
krembanan
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4 answers

Update Custom Entities in MS CRM 4.0 via Custom Workflow

I have created a custom entity in MS CRM 4.0 and am trying to update a couple of the attributes via a custom worflow in .Net. I have read through several of the forums and blog posts and am still confused on how to access the custom entity and…
JC.
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single server installation of Dynamics CRM

i want to create a single server VM installation of MS Dynamics CRM. Can anyone point me to a tutorial or walkthrough on this? thanks
femi
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