crm

使用SAP CRM中间件XIF(External Interface)一步步创建服务订单

由 一曲冷凌霜 提交于 2019-12-14 09:33:50
tcode WE19, choose an existing IDOC in the system: Just change the existing IDOC Service Order ID to a new one. Old value: 8000000011 New value: 9000000011 Click button "Inbound Function Module", callstack: Once done, a new IDOC is generated: The manually specified service Order ID is contained in this new IDOC: 要获取更多Jerry的原创文章，请关注公众号"汪子熙": 来源： https://www.cnblogs.com/sap-jerry/p/12038123.html

Connecting to CRM Online through CRM 365 Plugin

由 眉间皱痕 提交于 2019-12-14 04:23:38
问题 I need to connect and retrieve records in CRM Online through CRM 365 plugin. I have tried simplified connection using xrm.tooling.dll but unfortunately it says Could not load file or assembly 'microsoft.xrm.tooling.connector and when i used ClientCredential the error says Metadata contain refereces that cannot be resolved . Strangely, i tried both method with console applcation and it's work prefectly. Just wanna knows what i miss in this case ? Do i need special requirement when i want to

How to find name and information about views of entity using javascript in dynamics crm

由 大兔子大兔子 提交于 2019-12-14 03:18:34
问题 I want to find the name and columns set in all Views of entity of dynamic crm with the use of javascript. enter image description here This names for entity display in above image and columns which are set in view. 回答1: "Saved Query" is the entity that holds all the data related to system views. However getting the columns will require some parsing as the "Grid" is stored as an xml in the "LayoutXml" attribute of the entity. For e.g. to fetch views on "contact" entity: OData: GET

crm 2011 creating a view of merged contacts

由 南笙酒味 提交于 2019-12-14 02:09:31
问题 Can I create a view of the contacts that have been merged? I want to include active and inactive (sub ordinate) contacts as well in the view. I can search inactive contacts with the status 'Merged duplicates'. How do I find the master record in which it has been merged? Help is appreciated! :) 回答1: CRM has two fields called "merged" and "masterid" which indicate if the record was merged and the master record id. Unfortunately, CRM doesn't expose these fields so you won't be able to create a

CRM 2011 - N:N (Many-To-Many) Linq Issue

由 旧街凉风 提交于 2019-12-13 16:12:07
问题 I have two entities who are N:N - related with each other. With an example I'll show you what I mean : I have a Session (ave_Session) and there we can put "Trainers" (ave_trainer) on each Session I'm tryting to get a list of al the "Trainers" for a particular Session They are related to each other in N:N (relationship name : ave_ave_session_ave_trainer) I work in VS2010 and with C# => I'm trying to get the data through LINQ I recently just started with LINQ, so maybe you guys can help me out

Add document sharepoint using web service Microsoft Dynamics CRM

由 偶尔善良 提交于 2019-12-13 09:46:50
问题 I have an account entity in my Microsoft Dynamics CRM and the every account I have folder in Sharepoint which contains documents of this account I want to create app on c# using Web Services CRM IOrganizationService to Add Documents in SharePoint. it's possible ? Please any links to do that. I need to help. thanks in advance 回答1: from your Question what is understood is that you have setup SharePoint in CRM Document Management System . You must have enabled Document Location for Accounts in

How to customize Menu tab (Ribbon/command bar) in Microsoft Dynamics CRM?

由 旧时模样 提交于 2019-12-13 08:57:10
问题 I'm recently developing a CRM application using Microsoft Dynamics 365. How do we customize the menu tab in Microsoft CRM as shown in attached Figure? Please let me know the steps to do so. Please check snap here. 回答1: Download the Ribbon Workbench from Develop1. The download is a managed CRM solution which you import into your CRM environment. The solution provides a great and intuitive interface for editing ribbon bars throughout your CRM organisation. 来源： https://stackoverflow.com

Microsoft Dynamics CRM 2016 Web API Put request clears value

由 天涯浪子 提交于 2019-12-13 05:37:14
问题 I'm trying to use a put request to update Dynamics CRM. When I run the following python code I get a 204 response, but instead of updating a value it clears it. For example firstname gets updated to null instead of "WebApiUpdate". import adal import json import urllib2 import requests endpoint = "https://login.microsoftonline.com/00000000-0000-0000-0000-000000000002" username = "example@example.com" password = "password" resource_uri = "https://orgname.crm.dynamics.com" token_response = adal

Unable to get property 'ClientVariables' of undefined or null reference in CRM 2013

由 纵饮孤独 提交于 2019-12-13 05:03:20
问题 I have a task to upgrade the CRM 4.0 to CRM 2013 and CRM have too much customization. i have change the code and then upgrade to CRM 2011 then apply RU 16 on CRM 2011 then get the data base and import in the CRM 2013. Now in CRM 2013 i am facing the following error on the Sales Order. and form is not loading the data and showing the Error on Page. i have seen that this error is due to the Ribbon button Code. enter code here Microsoft Dynamics CRM Error Report Contents <CrmScriptErrorReport>

【转】敏捷开发，你真的做对了吗？

由 和自甴很熟 提交于 2019-12-13 04:21:17
缘起 2017年3月，应移动事业群智能营销平台项目管理部负责人邀请，我开始支持智能营销平台CRM团队。智能营销平台是阿里文娱广告团队，是阿里巴巴淘外变现的主力军。CRM团队负责开发和维护CRM系统。CRM系统服务于销售和代理商，串起商机管理、客户开发、合同管理、风控审核、账户管理、财务结算等业务链条。CRM系统的质量和交付速度，直接影响销售和代理商服务广告主的效率和体验。 3月初我访谈了销售、产品、开发、测试等团队核心成员，并观察了团队的周会、站会和需求讨论会。当时团队的目标是在3月25日交付框架合同功能，主要工作围绕框架合同功能开展。根据访谈内容梳理出框架合同项目研发过程的时间线如下： 从图中可以看出，这个项目基本按照瀑布模式推进，开发2个月后整体提测，测试1个月后一次性发布。开发2个多月后，业务方才有机会试用产品并给出反馈。 这个项目暴露了瀑布模式的弊端： 1.接力棒的协作模式带来信息差 瀑布模式下，业务、产品、研发三方很少共同参与讨论。需求如同接力棒从业务方传递给产品经理，再从产品经理传递给研发团队。信息每经过一次传递都有损失，业务方、研发团队得到的大部分是二手信息；产品经理成为团队沟通的瓶颈，业务方和研发团队直接讨论可以解决的问题，要经过两轮甚至多轮沟通才能达成共识；业务方和研发团队缺乏相互理解，研发团队不了解需求背后真正的业务诉求，业务方不了解技术方案背后的权衡。 2
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