crm

Import data from excel sheet with new columns in CRM 2013 Online

由 爷，独闯天下 提交于 2019-12-20 04:14:05
问题 I previously imported data from an excel sheet into CRM that had around a dozen columns in it. At that time some of those columns were empty. Now that excel sheet has been updated to include values in those previously empty columns. How do I import only those newly updated columns in excel sheet to update their respective CRM records? Is their a way of importing them without creating duplicates and anyway messing up the records in CRM? 回答1: One to do would be to run an advanced find with the

MS WF state machine workflows and MS CRM Dynamics 4.0

由 做~自己de王妃 提交于 2019-12-19 17:48:13
问题 MS CRM Dynamics 4.0 incorporates the MS WF engine. The built in designer allows the creation of sequential workflows whos activities have native access to CRM entities. Is it possible to: Create a state machine workflow outside of CRM (i.e. in visual studio) and import it into CRM? Have this workflow access the CRM entities? 回答1: It is NOT possible to create a state machine workflow for use in MSCRM. It is also not supported to create any workflow outside of MSCRM and import it. As a work

Assign new owner to appointment. “There should be only one owner party for an activity”

由 折月煮酒 提交于 2019-12-19 08:01:43
问题 I need to change the owner of an appointment record when creating a new appointment. I'm using a plugin for the create message and i've found this code to assign a new owner to the appointment: entity = context.PostEntityImages["PostImage"]; ...... AssignRequest request = new AssignRequest(); //request.RequestName request.Assignee = new EntityReference("systemuser", owners.ToList()[0].Id); request.Target = new EntityReference(Appointment.EntityLogicalName, entity.Id); service.Execute(request)

Get audit history records of any entity record as per CRM view

由 让人想犯罪 __ 提交于 2019-12-19 02:55:21
问题 I want to display all audit history data as per MS CRM format. I have imported all records from AuditBase table from CRM to another Database server table. I want this table records using SQL query in Dynamics CRM format (as per above image). I have done so far select AB.CreatedOn as [Created On],SUB.FullName [Changed By], Value as Event,ab.AttributeMask [Changed Field], AB.changeData [Old Value],'' [New Value] from Auditbase AB inner join StringMap SM on SM.AttributeValue=AB.Action and SM

Add Dropdown Menu to CRM 2011 ribbon

由 痴心易碎 提交于 2019-12-18 16:37:23
问题 I 'm new to crm 2011. I've found documentation on how to add a new button to the ribbon. And how to group the buttons. But i need a dropdown menu button in the ribbon. How can i do this? I didn't found any information about this. Thanks! 回答1: This should get you started. If all you need is a static menu you can put the tag inside the Flyout Control and build the menu from there. <FlyoutAnchor Id="Sample.account.form.FlyoutAnchor.Static" Sequence="10" Command="Mscrm.Enabled" Image16by16="/

ReadOnly field saved with NULL value

由 人走茶凉 提交于 2019-12-18 09:26:20
问题 On CRM opportunity form view, i added readonly="1" for probability field. When i saved, whatever the value of my probability, it's stored with NULL value. Is it a bug on OpenERP ? 回答1: We have two values like client side and server side. In Server side coding done like float value have 0.0 etc. Read only field doesn't take value from the Client side because it's read only. In View, we see that 0.0 for float value because of server side coding. If you remove read only attribute, you can get

SAP CRM settype COM_TA_R3_ID

由 无人久伴 提交于 2019-12-17 19:05:42
The data stored in this table could be categorized into two groups: (1) the individual object created in CRM system (2) the individual object downloaded from ERP system An example of the first group: Data in UI: An example of the second group: Data in WebUI: Corresponding equipment in ERP: 要获取更多Jerry的原创文章，请关注公众号"汪子熙": 来源： CSDN 作者： JerryWangSAP 链接： https://blog.csdn.net/i042416/article/details/103582881

SAP CRM settype COMM_PROD_VAR

由 我们两清 提交于 2019-12-17 18:03:58
You can regard a configurable product as a “template” product which contains a collection of attributes which could be freely chosen by customer to produce a concrete product. For example, the product DSG1219 is a configurable product which contains a product model: This model defines a series of attributes which allows customer to specify by themselves: The concrete product produced by this template product DSG1219 could be found from assignment block below: The relationship between template product and concrete product is maintained by settype COMM_PROD_VAR as displayed below: You can either

SAP CRM Settype PRREF

由 ￣綄美尐妖づ 提交于 2019-12-17 17:42:39
In AG3/001, assign this settype to category ZALTID, and create a product based on this category: Then you can maintain its data in this assignment block: The data above is stored in table PRREF: The field REFCAT FA163EE56C3A1ED59EF49CDC7250BD1B points to referenced category which could instead be found in table COMM_PRCAT: 要获取更多Jerry的原创文章，请关注公众号"汪子熙": 来源： CSDN 作者： JerryWangSAP 链接： https://blog.csdn.net/i042416/article/details/103582907

MS Dynamics CRM online 2011 - Authentication issues

由 放肆的年华 提交于 2019-12-17 04:35:12
问题 I am a total newbie with dynamics crm online (2011), and although I have been working through the SDK sample code, I am trying to find the simplest way to perform a basic authenticated connection to our online Dynamics CRM service, and push some very basic data to a custom entity/extension I have created. Hopefully you can see from the above code snippet (sensitive data blurred), I am probably trying to circumvent the authentication process? The above code example was based a little on some
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