Questions tagged [dynamics-crm]

Microsoft Dynamics CRM is a multilingual Customer Relationship Management software package developed by Microsoft. It has built in support for Sales, Marketing and Service. It can be used as an xRM platform.

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JOINING a ActivityParty Field

I am trying to query data in CRM 2011 and I need to join an ActivityParty. I can't seem to find any good documentation on it. Has anyone done this before. This is my query so far: var linqQuery = (from r in…
user482375
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How to allow for a general connection to Dynamics server

Finally, I've finished creating the Add-On that does exactly what I want in exactly the way I want. Only one issue remains. At the moment the software goes to organization and uses credential that are statically hard coded into the program. I have a…
Konrad Viltersten
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How to insert record url into email template?

I have email template of type 'Case'. Is there any way to add URL in body text of related case? How can I get record URL in plugin? Thanx.
lazarus
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CRM 2011 lookup attribute mapping

Is it possible to set null/blank lookup values on relationships in CRM 2011 when they open from the parental/referrential entity? Example, if you create a new 1:N relationship between the entities opportunity and account holding an agency value.…
krembanan
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How to change Activity Type list in quick campaign wizard?

Is there any way to change activity list in Quick Campaign wizard in CRM 2011? I want to add one more activity here.
lazarus
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CRM 2011 - New Appointment from Case defaults Required Attendees to Account

When I create a new appointment from the context of a saved incident it defaults the "Required Attendees" field to the incident's account. I want it to default to blank or the current user. (To create the appointment I used the navigation pane on…
BenPatterson1
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Importing an Excel 2003 xml file with multiple sheets into Microsoft Dynamics 2011

I'm trying to set up a data map in Dynamics CRM which will allow me to import customer data from a Microsoft Excel 2003 XML file that has multiple worksheets. Each entity information ("Accounts" and "Customers") is stored on a separate worksheet.…
Jack
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CRM 2011: Reauthentication with _serviceProxy.Authenticate()

I have developed a client software for ms dynamics 2011 using WCF channel and organization service. After creating the channel I put it into dictionary Dictionary and after 8 hours waiting was over, the security…
Igor
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MS CRM 4 - Custom entity with "regardingobjectid" functionality

I've made a custom entity that will work as an data modification audit (any entity modified will trigger creating an instance of this entity). So far I have the plugin working fine (tracking old and new versions of properties changed). I'd like to…
pithyless
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Microsoft Dynamics CRM or SQL Server?

In my organisation we write many custom mobile solutions for many different clients. We have started utilizing Microsoft Dynamics CRM 2011 in some of our test products however almost all of the work we are using it for is done with custom entities…
Dylan
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How to save a record and immediately use its GUID

I'm executing some javascript from a ribbon button and what I want to do is save the record that I am creating and then immediately use its GUID for some code a bit further on. Each time I try it the GUID is coming back null even though I'm…
jimminybob
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Field length metadata in MS Dynamics CRM 4.0

I'm trying to find metadata about the length of fields in MS Dynamics CRM 4.0 - does anyone know if/where this information is available from the metadata services? I tried looking on the AttributeMetadata class, but can't find anything there. Yet,…
Badjer
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How to identify if a control/plugin was triggered from a custom button on the ribbon in CRM 2011?

I am basically trying to find out how to identify if anything (any control, plugin or workflow) was triggered from a custom button on the ribbon of an entity. Is there a way to identify it? One way is I change a boolean field on the form on click of…
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IE7 and posting a form in an iframe in MS CRM = new window

I have an ASP.Net MVC Page with a very simple form on it: One Textbox and a submit button. The form uses the standard mvc BeginForm() syntax: <% using (Html.BeginForm()) { %> When the page is opened directly, everything works fine. However, we have…
eyesnz
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Dynamics CRM 2011: Using CrmSvcUtil.exe with IFD Claims Based Authentication

We have a single server development environment of Dynamics CRM 2011 with IFD + Claims Based Authentication setup. Struggling to run the CrmSvcUtil command without getting the following 'Access is denied' error. We are running the util as an…
AshesToAshes
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