crm

InvalidPluginExecutionException dialog does not show up - CRM 2011

由 风流意气都作罢 提交于 2019-12-11 09:45:00
问题 I have a Plugin on the Creation, Updating, and Deletion of the OpportunityProduct entity in the CRM 2011. I want to through exception on the success of some operations, means want to display dialog. It is working fine for Update and Delete. But it is not working fine for the Creation of OpportunityProduct , it is not throwing exception in the dialog. It is showing Exception: “ An error has occurred, Try this action again. If the problem continues, check the Microsoft Dynamics CRM Community

how to expand a text field in order to remove scrolling by using javascript

由 ∥☆過路亽．° 提交于 2019-12-11 08:33:19
问题 I deal with dynamics CRM 2011 online and I faced some troubles with printing documents there. If there is a scroll into a form so in print window it'll too and I can't do anything with that coz there is any editing function there. I'm interested could I resize/expand a text field in order to make a text visible for user without any scrolling? Is there any method in JavaScript that can remove scroll by resizing field? In dynamics CRM I may use such functios on an onload event. thanks in

CrmDataContext.GetEntities query - ERROR: 0x80040204 - Invalid user auth

由 [亡魂溺海] 提交于 2019-12-11 07:43:01
问题 I created domain user 'jsmith' in Active Directory and i've added that domain account as a user in Dynamics CRM. My goal here is to execute code with a service account that is in the PrivUserGroup for the organization while impersonating 'jsmith'. I instantiate the CrmDataContext by passing it an instance of CrmConnection. When calling the constructor of the CrmConnection I pass it the name of my connection string in the application config file then I set the ImpersonatedUser property to the

Any CRM platforms that have API access and an easy migration from Salesforce?

由 大兔子大兔子 提交于 2019-12-11 06:36:56
问题 We're investigating other CRM platforms before investing time/money in updating our current Salesforce-based CRM. Here's what we're looking for: Easy migration of Salesforce data A support contact A community of developers and consultants Custom objects A customizable interface API access (in our case, we would use it for a syncing daemon that controls delivery of our content) Ideally: Ruby libraries, such as ActiveSalesforce, for interacting with that API Are there any options (besides

Dynamics CRM - Register a plug-in when the user logs in

由 此生再无相见时 提交于 2019-12-11 06:28:17
问题 I would like to fire an event when the user logs in to his account on Dynamics CRM ? Such as opening a Web App beside the CRM... Is This possible ? I know that I can write plug-in that allows to augment some business process such as account creation. Any advice will be appreciated ! 回答1: CRM does not expose a plugin message for "UserLogon/UserAccess" on which you can register a plugin. What you could do though is enable Audit User Access and register your plugin on Create of an audit entity

CRM 2011 Maximum depth reached

由 馋奶兔 提交于 2019-12-11 05:25:10
问题 I have a transaction in CRM and it is reaching its maximum depth (8), it is a very complex chain of plug-ins and the business requires this operation in this way. Is it a good option to change the maximum depth from (8) to (16) because our business requires or there is something that we should not do because there is a lot of logic being reached. I asking this because Microsoft says this restriction is to detect infinite loops. I want to ask Microsoft this, but this person that Microsoft has

Dynamics CRM 2011 - Does each plugin that related to a different entity have to have it's own assembly?

由 偶尔善良 提交于 2019-12-11 04:33:42
问题 I am creating a series of related plugins. Each plugin is for a different entity. Does each plugin have to have it's own assembly? I'm using Visual Studio and I created a second project within the same solution but I can't see the new step in registration tool. Thanks 回答1: It can do, but doesn't have to. That is pretty much your design decision. Consider if you had several classes all implementing IPlugin public class MyFirstPlugin : IPlugin { //implemented as per usual } public class

Using JavaScript to Show/Hide multiple fields on the same form with same id name

由 北战南征 提交于 2019-12-11 03:57:38
问题 I have to fields on the same Dynamics CRM form. One is Account Name and the other field is Company. They both share the same field id name which is parentcustomerid. I need to show/hide these fields based on the value of an option set of another field. I can get the Account name field to show/hide but the Company field will not show/hide. function showHideSourceField() { var type = Xrm.Page.data.entity.attributes.get("new_type").getValue(); var source = Xrm.Page.ui.controls.get("new_source");

how to get value/text from a OptionSet?

由 左心房为你撑大大i 提交于 2019-12-11 03:55:53
问题 I am creating a web resource which will populate a HTML table with tasks I was trying to get the PriorityCode of a tasks. But I don't know how to get value/text from a OptionSet . This is a screen shot : Thanks 回答1: You have query metadata, see this various methods to do that: http://crmdude.wordpress.com/2009/02/04/performing-a-javascript-web-service-call-to-the-metadata-service/ http://guruprasadcrm.blogspot.com.au/2011/07/retrieving-optionset-lable-data-using.html http://mileyja.blogspot

选择CRM软件时，需要了解什么

由 拈花ヽ惹草 提交于 2019-12-11 02:48:34
随着科技的不断发展，各个行业的竞争也变得越来越激烈，“以客户为中心”是这个时代的主流理念，每个企业为了赢得客户都在寻求更好的客户管理方法。 CRM系统以客户为中心指导企业全方位的管理，借助信息技术为手段，对业务功能进行重新设计，并对工作流程进行重组，提高客户满意度和忠诚度，培育企业更强的客户盈利能力和维持能力，能够让企业取得更好更大的发展。 因此，CRM客户关系管理系统逐渐成为了每个企业将客户管理信息化的一种重要手段。越来越多的企业开始重视CRM系统的引入和使用，希望通过CRM系统，有效的推动公司业绩的再次增长。 然而，并不是随便选择了一款CRM系统就可以达到理想的效果，选择一款合适的CRM系统也是一门学问，CRM选型并不是一件简单的工作。那么，企业在选择CRM客户关系管理系统时需要做些什么准备？ 一、清楚的认识CRM的价值 很多企业仅仅只是把CRM当做一款工具，甚至有些企业选择CRM只是跟风，抱着这样的想法，企业在使用CRM时，往往不会起到很好的效果。要知道， CRM不仅是一款客户管理软件，它更是一种新的客户管理模式，一种新的企业客户关系管理战略，可以帮助企业塑造自身的文化，制定整体的经营策略。 二、明白企业自身的需求 很多企业在选择CRM客户关系管理系统时，往往会认为CRM客户关系管理系统的功能越多越好，这是一个错误的想法。固然，CRM系统的功能多是好的事情，但是功能再多
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