crm | 易学教程

CRM 2011: How to Update record in a Create Plugin?

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问题 I'm having serious problems in how to update the record that has just been created with some additional data. Case: I have an sms activity. On create an sms record. A plugin fires to actualy send the sms. A third party sms provider takes cares of the sending and returns a status string. Based on these string, a status for the sms must be updated. Here's some of my code: public void Execute(IServiceProvider serviceProvider) { IPluginExecutionContext context = (IPluginExecutionContext)

Retrieving “two option” field value on the plugin in CRM 2011

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问题 Am trying to update child contacts based on a "Two Options" field in the account form. I update all child contacts to the updated address of parent account if the "Two Option" field is set to "Yes". I try to retrieve the value using the following code, bool? updateContactsValue = entity.GetAttributeValue<bool?>("abc_yesNoField"); if (updateContactsValue) { String[] details = new string[7]; String telephoneNum = String.Empty, ... , country = String.Empty; telephoneNum = entity

A CRM architecture (open source app)

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问题 I need to develop a CRM application, but I don't know how the architecture should be layed out. Can anyone point me to a high level or detailed outline of how such a project can be developed? 回答1: CRM is not really anything magical. It is just a database application that is centered around customers. If I was you I would sign up for trials with some of the big players in the established crm industry. Salesforce, SugarCRM, Saleslogix to randomly name a few (there are thousands more). The best

System.InvalidOperationException at crm logon

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Today I had a service call with Microsoft CRM Support. After the import of an organization into a development system at a client, it stopped working. Trying to logon CRM via web client fails with error message: System.InvalidOperationException: ExecuteNonQuery requires the command to have a transaction when the connection assigned to the command is in a pending local transaction. The Transaction property of the command has not been initialized. The solution of this problem was quite simple (after the reason was found). The application pool of the system had insufficient rights for the

CRM Advanced Find all the icons in wrong place

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问题 I've just loaded up the advanced find and I cant click on half the icons/drop downs as they are all in the wrong place. It works fine on other servers and other machines. It appears as if its a CSS problem. Any Ideas 回答1: Several users reported this issue, the cause is not clear yet, however these are the suggested steps: 1) Try with another browser 2) Clean the browser cache 3) if CRM site is inside the Internet Explorer compatibility mode list remove it 4) if CRM site is not inside the

Invalid CRM 2011 LINQ Query: “Invalid 'where' condition. An entity member is invoking an invalid property or method.”

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问题 I am trying to execute this query to retrieve Audit items for specific entity types public List<Audit> GetAuditChangesSince(DateTime since, string entityType) { return (from a in OrgContext.CreateQuery<Audit>() where a.ObjectId != null && a.ObjectId.LogicalName == entityType && a.CreatedOn > since select a).ToList(); } The a.ObjectId != null && a.ObjectId.LogicalName == entityType && clause is causing problems. I know .Equals() may cause problems (hence ==) and there are these limitations to

Dynamics CRM - 通过 JavaScript 使用 Fetch XML 对 Sub-grid 结果进行筛选过滤

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一、如何指定 Partylist 类型字段能 lookup 的实体（以 Appointment 中某个字段为例子）：代码如下： var control = Xrm.Page.getControl("requiredattendees"); control.getAttribute().setLookupTypes(["systemuser", "contact"]); 执行前：执行后：二、使用 JavaScript 对 sub-grid 进行过滤，具体过程如下： 1.首先打开 CRM 系统的 Advanced Find： 2.选择 Sub grid 对应的 Entity（以 Appointment 为例子），并添加所需要的筛选条件，点击下载 Fetch XML： 3.下载后得到的文本内容如下（有所省略，只是一个sample）： <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false"> <entity name="appointment"> <attribute name="..." /> <attribute name="..." /> ... <attribute name="..." /> <order attribute="..." descending=

CRM系统开发一般需要多久？

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随着互联网的发展，CRM系统已经被越来越多的企业所认可、接受，被当做一种先进的企业管理理念。但是，由于每个企业的产品及业务流程不同，都有自己独特的功能需求，需要进行定制开发CRM，才能符合企业的发展。那么，CRM系统开发一般需要多久？成本怎么算？实际上，决定CRM管理系统开发时间长短的主要有三大因素：需要CRM具备什么功能、产品系统开发难易程度以及所要求的质量。在不明确这三个条件时，是无法告知明确的时间的。 1、功能不同：不同开发者对于CRM管理系统的功能需求不同，一般来说，系统功能数量越多，所需的时间就越长，功能数量越少，开发时间也就相对少。 2、产品系统：每个开发者开发出来的产品使用的平台都是不同的，所以需要开发不同系统，但不同系统的产品开发难易程度是不一样的，所以需要投入的开发时间也是不同的。 3、质量要求：不同开发者对于CRM管理系统有着不同的质量要求，一般而言，要求越高，开发公司需要投入的时间成本就长，要求越低，需要投入的精力就越少，开发时间也就越短。当然，除了以上三大主要因素，影响开发CRM系统时间长久的因素也还有很多，比如说，哪种搭建方式、需要哪些权限以及需要使用的人数等等，这些都会影响到开发的时间和开发的成本的。所以说，市场上不同的客户开发CRM管理系统，开发周期也是不一样。在如今这个互联网时代，企业采用CRM系统是必然选择

CRM【第三篇】: crm业务

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1. 项目背景 crm系统是某某教育公司正在使用的项目，系统主要为销售部、运营部、教质部门提供管理平台，随着公司规模的扩展，对公司员工的业务信息量化以及信息化建设越来越重要。 crm系统为不同角色的用户提供了不同的功能，功能如下：销售部，为课程顾问提供公户、私户管理，并且针对每个销售实现私户分配 <=150个客户，并且销售需要填写跟进记录。当客户转化成功之后，要添加入班申请且缴费信息，最终由财务审核入班。运营部，录入客户信息到公户并对于客户进行跟踪，由于销售经理或课程顾问进行分配或申请到私户，然后进行转化。教质部，日常学员考勤及上课记录，定时对学员进行谈话以及纪律维护（积分管理），除此之外由班主任可以发起转班以及留级申请。 2. 项目开发 2.1 概览基础业务处理校区管理部门管理用户管理课程管理开班管理客户管理公户私户学员管理考勤谈话记录积分应用rbac组件 2.2 开发 2.2.1 创建项目【luffy_crm-1-创建项目.zip】 2.2.2 校区管理【luffy_crm-2-校区管理.zip】 2.2.3 部门管理【luffy_crm-3-部门管理.zip】 2.2.4 用户管理用户基本操作【luffy_crm-4-用户基本管理.zip】添加页面增加一个确认密码字段 & 编辑页面删除密码字段【luffy_crm-5

SetParameter(“fetchXml”, FetchXml) doesn't support in crm 2016 online

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问题 I have this code: function FilterCasesSubgrid() { //var CasesSubgrid = Xrm.Page.getControl("contact").getGrid(); var CasesSubgrid = window.parent.document.getElementById("contact"); if(CasesSubgrid==null){ setTimeout(function () { FilterCasesSubgrid(); }, 2000); //if the grid hasn’t loaded run this again when it has return; } var fetchXml ="<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>"+ "<entity name='contact'>"+ "<attribute name='fullname' />"+ "

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