Manage cPanel With Dynamics CRM
We have recently installed Dynamics CRM 2011 in our office environment and are wanting to use it to manage our cPanel servers for our customers but can't find any solutions which have been built for...
View ArticleNeed fetch xml for N:N relationship, to insert into a report - CRM 2011
Hi,I need a fetchXML builder for CRM 2011. I've seen other similar questions, and they are often answered by telling the person to use Advanced Find and download the XML there. However, when I try to...
View ArticleRollup Activities in SSRS report
HiI want to rollup activities of an account record in SSRS report just like we get in Actvities link from left navigation in account record. Previously, in CRM 4.0 ppl were using p_RollupByAccount SP....
View Articleidentify unread emails?
Hello - Is there a way to identify unread emails in CRM through an Avanced Find query? I'd like to display this report on the dashboard to help ensure that contact correspondence does not get neglected?
View Articleconvert personal dashboard to system dashboard
Hello - I've created a dashboard with some default webparts. I think the components used to be called webparts in SharePoint, what are they called in CRM? Anyway, the dashboard I've created is only...
View ArticleHow to create a custom entity record using the values retrieved from iframe...
In Account form i have an iframe where you can enter 3 text field values and when clicking on save button on iframe i want to create a custom entity record retrieved using those values?
View ArticleCapturing days difference between last activity date and current date for an...
Hi,Need to run a report/Views to capture the last activity date and the days difference between current date and last activity date for an account entity in CRM 2011.Thanks & Regards,DynCRM
View ArticleShow the CRM Entity data in sharepoint List
Hi All.,I'm new In CRM.How to show the CRM Entity data in Sharepoint List ?Once Data will be Updated in CRM site its Automatically Affected on Sharepoint List.How to Do ?Thanks In Advance.
View ArticleTimeout exception while trying to register a plugin/custom workflow
I tried increasing the timout to 10 mins in web.config, registry and registration tool. But getting the same error message:Stack trace and fiddler request is given below:Stack Trace provided below...
View ArticleReport/views on Account with No Activity in last 30 days
Hi,I have one query which is asked by one of my client. He wants to run a report or views to see that how many account is not acted upon since last 30 days.i.e require a report/views to see the list of...
View ArticleCRM 2011 Retrieve related entity information, Post create salesorder, access...
Hi everyone,I am new to CRM 2011 and I want to write a Plugin that gets executed when a salesorder is created (post create).I managed to access the information that is saved in the salesorder but I am...
View Articlereading the notes attachment in mscrm 2011 through plugin
Dear aLL;i have a PDF attached to an account in mscrm 2011 online what i wanna do that on update of the form i want read that pdf file through file stream and put it into share point online account folder
View ArticleCRM 2011 Custom SOAP development
Hello, We have an issue where a custom application that was written pulls data from our internal db and populates CRM. this application is working but with one weird issue. When it creates the contact...
View ArticleHiding Settings Area Using Security roles
Hi,We have a situation like, we followed the below scenario to hide the Settings area/Custom attribute from read only users. we could able to achieve this in our Dev environmnet. when we move the same...
View Articlewhat plugin message (event) is fired when opportunity is reopened?
My plugin is registered on Win, SetState and SetStateDynamicEntity. It fires when the opportunity is won, but not when it is reopened. Any ideas would be greatly appreciated.
View ArticleCRM 4.0 to CRM 2011 - Upgradation Vs. Migration
Hello All,My client is using CRM 4.0 online version since 5 years, so system is heavily customized now. Now they want to go with CRM 2011. I have done some reseach and found that there are two options...
View ArticleSSRS Report / CRM 2011
Hi there. I have an SSRS Report created using Visual Studio 2008 BIDS. It is essentially a contract document that prints the CRM 2011 Contract and Contract Lines as a document. The document consists of...
View ArticleCRM 2011: Send Direct Email not working for multiple records?
CRM 2011 UR 13 installedI build a custom view of contact records, Select ONE of the records, click the button to 'Send Direct Email'. Select the email template, use the 'Selected Records on Current...
View Articlesharing views with roles?
Hello - I know how to share a view with specific users. However, is there a way to share a view with a specific role? For example, if I want all users with MyNewRole to see the views then I'd like to...
View Articlehow to export custom dashboard solution?
Hello - I'm trying to export a custom dashboard solution. I've created a Dashboards 1.0.0.0 solution and I'm trying to add my custom dashboard to it. However, when I select Add Existing >...
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