dynamics-crm-2011

Cannot find Microsoft Dynamics CRM Fetch Type in SSRS

两盒软妹~` 提交于 2019-12-10 19:13:53
问题 I'm trying to create a report in SSRS (Visual Studio 2012) for Dynamics 2011 using fetchXML. I have downloaded and installed the Microsoft Dynamics CRM 2011 Report Authoring Extension (with SQL Server Data Tools support) but I cannot find the Microsoft Dynamics CRM Fetch Type when I try to create a report, please, does any one have any suggestions? 回答1: Probably you are trying to create the report in some already existed project, I had the same issue with VS2010 in that case. To make Fetch

Updating entities on csv import (dynamics crm 2011 online)

吃可爱长大的小学妹 提交于 2019-12-10 18:56:06
问题 While importing csv data in dynamics 2011 online, is there any option of updating existing entities instead of creating new ones ? For example, I have certain custom fields on the Lead Entity (each lead is identified uniquely by email). At some point, an attribute of a lead changes. Can this new value be imported via csv, also maintaining the other existing lead attributes ? Thanks. 回答1: What you can do is get Dynamics to provide you with an xml file of your data which you can edit and re

Display a specific dashboard by default for a specific user role

会有一股神秘感。 提交于 2019-12-10 18:04:54
问题 I want to configure Dynamics CRM 2011 online so that it shows a specific dashboard by default for a specific user role. Is this possible through some setting or by writing customization code using a plugin or javascript? For example if John the CEO logs in - he should see the annual revenue dashboard, if a sales person logs in they see the leads dashboard. The dashboards are public dashboards and not personal dashboards. 回答1: If you have the on-premise version, probably the fastest way to do

How to set textfield only with Month and year from calender in CRM

时光总嘲笑我的痴心妄想 提交于 2019-12-10 17:44:28
问题 After selecting calendar in campaign form , I need to set text field only display Month/Year instead of Day/Month/Year . How can I do this? I attached a screen shot below: Here its Day/Month/Year , but I need Month/Year . 回答1: I suspect that the date-time field is formatted according to the system settings (be that picked from CRM or the user's computer). Not sure if it's editable other than that. I'll take a look at it later today. In case it's not possible to customize the date format of a

Error when trying to receive Information from CRM 2011 Webservice

☆樱花仙子☆ 提交于 2019-12-10 17:34:10
问题 I'm receiving an error while trying to retrieve systemuser information from Dynamics CRM 2011. The following Code works: public List<CrmUser> GetAllCrmUsers() { List<CrmUser> CrmUsers = new List<CrmUser>(); using (CrmSdk.OrganizationServiceClient myCrm = new CrmSdk.OrganizationServiceClient("CustomBinding_IOrganizationService1")) { try { // this will need to be changed... the address to a key in the app.config and the credentials will need to be whatever is correct for the // end server to

How do I add a CRM plugin step on a Many-to-Many Intersect Table?

≡放荡痞女 提交于 2019-12-10 17:16:38
问题 I have created a (many-to-many ) relationship between Opportunity and a custom entity. CRM automatically breaks the relationship with a built-in table known as an " Intersect table ". In the Plug-in Registeration Tool, I would like to add Create/Update/Delete messages on this particular table. But the problem is that it does not exist there - even many-to-many system relationships do no exist there. People might advise me to manually break the relationship in order to be shown in the

CRM 2011 Post Operation Plugin - Primary entity does not exist when attempting to save a referenced entity

╄→гoц情女王★ 提交于 2019-12-10 16:58:52
问题 I am attempting to create a plugin for an onsite Dynamics CRM 2011 installation. I have registered the plugin as follows: Message: Create Primary entity: Contact Stage of execution: Post-operation Execution mode: Synchronous Execution order: 1 Plugin code as follows: public void Execute(IServiceProvider serviceProvider) { var pluginExecContext = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext)); var orgServiceFactory = (IOrganizationServiceFactory

How to create and delete data from entity relationship many-to-many in CRM 2011?

﹥>﹥吖頭↗ 提交于 2019-12-10 16:45:27
问题 How to create and delete data from entity relationship many-to-many in crm 2011? Code: QueryExpression qry = new QueryExpression(); qry.EntityName = "entity1_entity2"; qry.ColumnSet = new ColumnSet(true); var re = crmservice.RetrieveMultiple(qry).Entities; crmservice.Delete("entity1_entity2", re[0].Id); FaultException: The 'Delete' method does not support entities of type 'entity1_entity2'. 回答1: In order to link two records via a N:N relationship, you have to use the Associate/Disassociate

how to get selected value from a option set crm 4 dynamics 2011 online

a 夏天 提交于 2019-12-10 15:58:27
问题 This is a question related to using javascript with crm 4 2011 online I created an optionset -status: open,closed and a onchange event handler that calls the function run with the context as parameter. In js i tried the following and more: function run(selectedItems) { var s = selectedItems[0]; } But i always get an undefined variable. How can get the selected value from a optionset? Thanks EDIT: i tried function run() { alert("hello"); var texter = Xrm.Page.getAttribute("new_state_request")

How to Refresh the parent Form in CRM Dynamics 5.0 after action is completed on custom child form?

杀马特。学长 韩版系。学妹 提交于 2019-12-10 15:55:20
问题 I have a parent form called ISSUE. This Issue form has a button called IG on the Form Ribbon that opens custom Html Page. Now after the Submit button is clicked on the Custom form that performs some Inserts into CRM and Closes directly. Now I want to refresh the parent ISSUE form on closing the child HTML Page to reflect my Inserts. Here is the code that i used to call the Child Form on clicking IG Button from the Issue Form Ribbon: function popup() { var url = './WebResources/irpc_/planner