crm

问题 How to open newly created record from quick create from in ms crm 2013. Thanks, Pavan N 回答1: From the main navigation; once the record is created the save prompt allows you to open the record. Image source Magnetism Solutions. From an entity form, (when you add a record from a sub-grid), the record just appears in the sub-grid and you open the record from the sub-grid normally. 来源： https://stackoverflow.com/questions/32586139/open-newly-created-record-from-quick-create-in-ms-crm-2013

问题 I've got a 2 part question: First question : I know that there is a query limit of 5,000 records when querying records, for performance reasons, but is there a limit when doing an aggregate query? If so, what is it? I need only to query the number of records and for one entity I can get a result of 39,000+ records, but for another entity I see an error message like: System.ServiceModel.FaultException 1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: AggregateQueryRecordLimit exceeded. Cannot

问题 I'm writing some code for Dynamics CRM Online 2011. I'd like to have a set of integration tests be run in CRM Online and be able to examine: Some log output Assertion failures Under the control of a test runner on my local machine. Right now, I'm doing: var passes = new List<string>(); var fails = new List<Tuple<string,Exception>>(); foreach(Action<StringWriter> testAction in EnumTests()) { var log = stringWriter(); try { testAction(log); passes.Add(log.ToString()); } catch(Exception e) {

问题 I am trying to GROUP the CRM records that have the same "Owner" name and also get a count of the records for each GROUP. So I have a DLL that runs on a schedule and pulls the info down from CRM 2011. But I can't seem to get it to group and do a count of the records for each group. For example all the records with the Owner of "Bob" will say Bob you have X records. And any records with the Owner of "Ted" would say Ted you have X records, etc. For every owner there is. Any idea how to do this?

问题 This question already has answers here : Filtering Entities with type Entity Reference? (3 answers) Closed 2 years ago . I'm retrieving the results after connecting to the dynamics CRM as below: CrmServiceClient crmConn = new CrmServiceClient(ConfigurationManager.ConnectionStrings["default"].ConnectionString); IOrganizationService crmService = crmConn.OrganizationServiceProxy; QueryExpression query = new QueryExpression("opportunity"); query.Criteria = new FilterExpression(); query.Criteria

问题 After opening record from the GI, I am still able to page to the next record that is not within the GI's scope. How can I limit this to a specific workgroup, role, or owner? The row-level access screens do not have anything for CRM there, owners nor workgroups seems to limit who can see what... there must be a way to limit the leads viewable for a salesperson... how is this done? 回答1: With the Entry Point tab from the Generic Inquiry screen, you can match the selected inquiry to a data entry

问题 We have this below fetchXML, I have a quick question wondering how I add this and statement to the WHERE clause: and ip.pcssu_quantityavailable >= sod.quantity - sod.quantityshipped to the fetchXML? <fetch mapping="logical" version="1.0"> <entity name="SalesOrder"> <attribute name="ordernumber" /> <attribute name="statuscode" /> <attribute name="statuscodename" /> <attribute name="pcssu_stockavailable" /> <filter> <condition attribute="statuscode" operator="eq" value="141560004" /> </filter>

问题 We created one webservice to fetch the full product promotion structure which is based on custom version of SWI ISS Promotion IO This webservice is returning 80% of the promotion structure. As the IO don’t have any Integration component associate with Relation Ship Domain it is not returning the records associated with the Relationship domain The Relationship Domain applet is associated with the BC ISS Promotion CP Structure Domain BusComp which is VBC .It don’t have any table association

问题 We are managing our CRM 2013 (on-premise) maintenance jobs via the "CRM 2011 Job Editor" (downloadable from Codeplex here: https://crmjobeditor.codeplex.com/). We have set a reindexing job to run daily, however we would like to double-check if the job might not run on certain days due to errors or whatnot. Do you know if there are any written logs of the CRM maintenance jobs, if it's writing any history logs into the SQL database somewhere? I see from CRM Trace when certain performance task

问题 Our setup is Outlook 2010 + CRM addin connected to a 2013 online instance. I have some custom ribbon buttons on the lead grid ribbon that manipulate selected leads. After certain operations, I would like to tell Outlook to refresh the current view as the operation has updated selected leads so they should no longer show in the current view. Currently, I have to explain to users that the view updates on its own schedule and they must manually refresh the view (View tab/Refresh button) if they