Updating data in fields
Hi,
I have several thousand records in MS CRM (leads and accounts), which
contain fields like annual turnover, number of employees etc. In 12
months time the information in such fields will be out of date and I
need to be able to up date these fields from an external source so
that we can continually target our marketing activity based on fields
like turnover, number of employees etc.
Can anyone tell me how I update individual fields for a record using
data from an external source?
Best regards
Lee Tag: Share Point & MS CRM Tag: 25596
MS CRM Certification
I want to pass the MS CRM Installation and Configuration
certification. I have read all about the Implematation Guide and
online help. But I heard that the eCourse trainning material is very
helpful. So could anyone tell me that where can I buy the trainning
material?
Thank a lot Tag: Share Point & MS CRM Tag: 25592
Preferred Option with 3meg pipe
What would be the preferred implementation setup for a site with a central
office and a sub-office connected by a 3meg pipe?
I'm guessing that the users in the sub-office would be better with offline
Outlook clients.
Anyone care to share some experience?
Thanks,
Stephen Tag: Share Point & MS CRM Tag: 25585
Test setup CRM with Virtual PC
Hi,
I have made a setup of a test environment MS CRM1.2 based on virtual PC. I
installed today the CRM Feature Pack (Mobile CRM).
Setup went fine so fare, installation of the package finished succesfully.
But I'm not able to connect to the MS CRM on my local pc running the Virtual
Image.
Somebody an idea who i can completed the connection ?
thx Tag: Share Point & MS CRM Tag: 25579
Opportunity revenue estimate from quotes
Is there a way to change the opportunity estimated revenue so that it is
calculated from the sum of the active quotes, instead of from the associated
products?
Thanks,
Matt Tag: Share Point & MS CRM Tag: 25574
Team test question
are these statements all true?
A team can not be deleted
A team can not be disabled
You can not change a teams buisness unit
You can not rename a team
I found in CRM help it says you can delete a team. Tag: Share Point & MS CRM Tag: 25558
BU and CRM Outlook
Hello,
I had to move a salesperson from the root BU to one of its child BU.
I had to reinstall (for another reason: hardware problem) her the CRM Client
for Outlook.
The problem is:
After a gooffline all contacts were imported in Outlook, but not the ones
she owns.
Can someone tell me what happens?
Thanks for your help,
Gilles Tag: Share Point & MS CRM Tag: 25554
SOAP Server Application Faulted in the ExecuteQuery
Hi there,
I have modified one aspx to retrieve the 'name' of the
account entity but the aspx fails when the Execute Query
is launched.
Where is the error? Can I add the 'strAccountId' variable
in the queryXml stringBuilder?
<%
// strServer should be set with the name of the platform
Web server
string strServer = "servername";
// virtualDirectory should be set with the name of the
Microsoft CRM
// virtual directory on the platform Web server
string virtualDirectory = "mscrmservices";
string strDir = "http://" + strServer + "/" +
virtualDirectory + "/";
// BizUser proxy object
Microsoft.Crm.Platform.Proxy.BizUser bizUser = new
Microsoft.Crm.Platform.Proxy.BizUser ();
bizUser.Credentials =
System.Net.CredentialCache.DefaultCredentials;
bizUser.Url = strDir + "BizUser.srf";
// CRMCustomerAddress proxy object
Microsoft.Crm.Platform.Proxy.CRMCustomerAddress
customeraddress = new
Microsoft.Crm.Platform.Proxy.CRMCustomerAddress ();
customeraddress.Credentials =
System.Net.CredentialCache.DefaultCredentials;
customeraddress.Url = strDir + "CRMCustomerAddress.srf";
string strErrorMsg;
string strAccountId;
string strCustomerAddressId = crmForm.CurrentEntity.Id;
try
{
Microsoft.Crm.Platform.Proxy.CUserAuth userAuth =
bizUser.WhoAmI();
// Set up the columns that you want to retrieve
string strColumnSetXml = "<columnset>";
strColumnSetXml += "<column>CFSaccountid</column>";
strColumnSetXml += "</columnset>";
Response.Write("strColumnSetXml=" +
strColumnSetXml + "<br>");
// Retrieve all of the customer addresses for the
specified object
string strResultsXml = customeraddress.Retrieve
(userAuth, strCustomerAddressId, strColumnSetXml);
// CRMQuery proxy object
Microsoft.Crm.Platform.Proxy.CRMQuery query = new
Microsoft.Crm.Platform.Proxy.CRMQuery();
query.Credentials =
System.Net.CredentialCache.DefaultCredentials;
query.Url = strDir + "CRMQuery.srf";
try
{
strAccountId = strResultsXml;
Response.Write("strAccountId=" +
strAccountId + "<br>");
// Set up the Fetch XML to retrieve all of
the account information
StringBuilder queryXml = new StringBuilder
("<fetch>");
queryXml.Append("<entity name='Account'>");
queryXml.Append ("<attribute
name='name'/>");
queryXml.Append ("<filter type='and'>");
queryXml.Append ("<condition
attribute='accountid' operator='eq' value='");
queryXml.Append (strAccountId);
queryXml.Append ("' />");
queryXml.Append
("</filter></entity></fetch>");
Response.Write("queryXml=" + queryXml
+ "<br>");
// Execute the query
// ******** ExecuteQuery sentence fails
*********
string strQueryResultXml =
query.ExecuteQuery(userAuth, queryXml.ToString());
Response.Write("name=" + strQueryResultXml
+ "<br>");
}
catch (System.Web.Services.Protocols.SoapException
err)
{
// Process the platform error here
strErrorMsg = ("ErrorMessage: " +
err.Message + " " + err.Detail.OuterXml + " Source: " +
err.Source );
Response.Write(strErrorMsg);
}
catch (Exception err)
{
// Process other errors here
strErrorMsg = ("ErrorMessage: " +
err.Message );
Response.Write(strErrorMsg);
}
}
catch (System.Web.Services.Protocols.SoapException err)
{
// Process the platform error here
strErrorMsg = ("ErrorMessage: " + err.Message + " " +
err.Detail.OuterXml + " Source: " + err.Source );
}
catch (Exception err)
{
// Process other errors here
strErrorMsg = ("ErrorMessage: " + err.Message );
}
%>
Any help will be greatly appriciated. Tag: Share Point & MS CRM Tag: 25553
Crystal printing prompt
Hi,
I have created a customised parameterized Crystal report
and everything worked fine. That is till I try to print
it, which will cause a dialog box to appears asking for a
userid/passwd. If entered correctly the printer will
print it out.
However for a predefined Crystal report, there is no
dialog box asking for my userid/passwd when I try
printing it.
Does anyone know how I can get rid of the dialog box when
printing the customised Crystal reports?
Thanks.
ChuanWee
LGA Tag: Share Point & MS CRM Tag: 25552
HTML & Email Template
Hi,
Did somebody know if I can use HTML in E-mail template
and how I can do it?
Thanks,
Sylvie Tag: Share Point & MS CRM Tag: 25551
MS CRM vs other products (Act, Goldmine, Siebel)
Hi,
Does anyone having more information about the major different between MS CRM
and other products ?
Thanks for all the information Tag: Share Point & MS CRM Tag: 25539
Duplicate Check using Post CallOuts?
Will it be possible to create Post-Callouts that would
check Duplicate Records upon creating them?
If yes, will the call-out be able to prompt a warning to
the user and stop the save of the record?
Are post-Call-outs executed during import?
Thanks =)
. Tag: Share Point & MS CRM Tag: 25535
New Lead Event
Hi,
While creating a new lead, i would like to call some third party
application which
will perform some action. In workflow manager,I can specify rules for the
crete new Lead event.
Is it possible to define a rule which will call the application on create
new lead event.
Help Needed.
Thanks in advance
Regards.
Raju Tag: Share Point & MS CRM Tag: 25534
Crystal reports Not Backed up on for uninstall.
Uninstalled MSCRM, reinstalled connecting to existing
database. BUT forgot to backup crystal reports folder.
After reinstall no reports in folder. Error when trying
to run reports.
Is there a way to get these back without having to run a
full uninstall and re-install.
Any advise would be appreciated.
Thanks in advance
Bev Tag: Share Point & MS CRM Tag: 25531
Workflow manager logon error
Help needed...
I have install crm v1.2 but when i try to go in the workflow manager or
monitor, I couldn't log in... It said that I have not enough privileges to
use the workflow manager, please contact the system administration..... And I
have already log in using the admin account...
Thank you Tag: Share Point & MS CRM Tag: 25529
Go Offline My Business Units vs. All Business Units
Has anyone figured out how to fix this BUGGGGGGGGG!...
In other word if you uncheck the My Business Unit button,
there is no way to properly get the Go Offline function.
I have checked and uncheck the My Business Units button
and tested Go Offline a dozen times and can figure a
reliable way to get Offline Sychronization to work.
Has anyone figured a way to get this bug fixed eventhough
Microsoft says "this behavior is expected"...
Bob Tag: Share Point & MS CRM Tag: 25523
Create Activities(Not only Email) w/ SDK
Hi is it possible to create all types of activities using
the SDK?
I can see the Activity, emailActivity, faxactivity
classes. I want to create a simple ActivityHistory in
relation to an external application we've developed. I
wanted to create a TODO/Task Type activity to summarize
what happened in the external app automatically..I was
just checkin if this is possible.. thanks Tag: Share Point & MS CRM Tag: 25522
CRM Install Guide
I am looking to setup a test server for CRM. Where can I
download installation guides and best practices etc?
Thanks. Tag: Share Point & MS CRM Tag: 25494
Customizing activities
Hi,
Is there any way to customize the Activity forms in CRM? We would like to
edit the existing activity forms, as well as add custom activities.
You can obviously edit and extend the schema using Deployment Manager, but
as far as I understand there's no way to edit the actual form in CRM ->
Settings -> System Customization. There are also a few fields in the default
schema that, as far as I can see, aren't used in the activity forms.
Regards,
Jørn Tag: Share Point & MS CRM Tag: 25493
Crystal reports installation help needed
Hi all, I was wondering about something. I have CR 10 Adv dev edition
and am trying to intall the CRM enhancements for crystal reports.
What I get when I install is a message saying I hav 9.2.0 installed
and need to upgrade to 9.2.2 first.
Does anyone know where I can get this upgrade or how to get it to work
with CR 10 Tag: Share Point & MS CRM Tag: 25492
Customizing reports
Hi,
We're running CRM 1.2 and need to create some customized reports. As far as
I understand, a stripped down version of Crystal Reports 9.2 is installed
along with CRM, and we have to buy licenses for the full version before
being able to customize reports.
My question is: what version of Crystal Reports should we buy? Will CRM work
with 10.0 Professional, or should we stick with 9.2?
Thanks.
Jørn Tag: Share Point & MS CRM Tag: 25490
Anyone have an interest in QuickBooks and CRM?
If so, what features would you like to see?
We are looking at developing an integration for it and want to know what
folks would like to see.
Sean Tag: Share Point & MS CRM Tag: 25489
Importing Tasks from Outlook 2003 into CRM
I see that you can import contacts into CRM, but can I do
the same thing with Tasks. I am a new user and currently
they are all in my Outlook 2003. Tag: Share Point & MS CRM Tag: 25484
SDK to upload attachments
Greetings,
I would like to write a c# program to upload an attachment
to a note.
I've read what I can find that describes how to do this
(including messages here on the board).
My first effort is to use the WebClient object and its
upload method. However, that's not working. I'm getting
a response, 500 "Server error". The webclient is posting
the file directly to the SRF. Can I use the webclient for
this? The key difference between webclient and using a
web browser is that the fields are added to the query
string rather than a "posted" field.
TIA and regards, Tag: Share Point & MS CRM Tag: 25481
cdf data migration framework
just installed and configured CRM on a customer site.
They are starting off with the Sales Standard package
that was on special offer this summer. I can't find the
cdf data migration tool to load their accounts data from
their accounts package. Is it not shipped with this
version? If not, then how do I import accounts records -
I have already imported their leads and contacts data
from the import tool within CRM. I could use SQL to load
directly to tables but how do I get the ID's generated
without the data migration tool.
thx in adv Tag: Share Point & MS CRM Tag: 25479
can't create notes in SFO
Does anyone know what this means???
Exception from HRESULT: 0x80040220. Description: An
unhandled exception occurred during the execution of the
current web request. Please review the stack trace for
more information about the error and where it originated
in the code. Exception Details:
System.Runtime.InteropServices.COMException: Exception
from HRESULT: 0x80040220.Source Error: An unhandled
exception was generated during the execution of the
current web request. Information regarding the origin and
location of the exception can be identified using the
exception stack trace below.
Stack Trace: [COMException (0x80040220): Exception from
HRESULT: 0x80040220.]
Microsoft.Crm.Platform.ComProxy.CRMNotesManagerClass.Create
AndRetrieve(CUserAuth& Caller, String InNoteXml) +0
Microsoft.Crm.Application.Platform.Annotation.InternalCreat
eAndRetrieve(String xml, String columnSet) +32
Microsoft.Crm.Application.Platform.Entity.CreateAndRetrieve
() +27
Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent
(FormEventId eventId) +233
Microsoft.Crm.Application.Forms.EndUserForm.Execute(Entity
entity) +60 Microsoft.Crm.Web.Note.ConfigureForm()
+228 Microsoft.Crm.Application.Controls.AppPage.OnLoad
(EventArgs e) +132 System.Web.UI.Control.LoadRecursive()
+27 System.Web.UI.Page.ProcessRequestMain() +731
thanks for the help. Tag: Share Point & MS CRM Tag: 25474
Workflow monitored issues
The Scenerio:
I have set a up a workflow for when a case is created to update a custom
field for the case for how long it has been in an active state in hours.
WHen the case is created, a workflow is kicked off. All that workflow does
is call a manual workflow. In the manual workflow, a wait for timer for 1
hour is started, after 1 hour, if the case is active, I add 1 to the field
and then recall my same manual step which will then wait for another hour
and check the status of the case, etc, etc. until it is closed.
The problem:
For all cases that are created (except by me as a system administrator),
fails on the second call to the manual step. It updates the field after the
first hour, but then for the second hour, it fails saying that the security
service is not started, which is obviously not the case.
Second, because of the failures, I have 250 plus process stuck in a paused
state. I want to either resume them or delete them. i can't see anywhere to
do this.
Any tips/suggestions appreciated.
Thanks,
Rick. Tag: Share Point & MS CRM Tag: 25473
Documents in Word2000
In large documents with numerous sub-documents, is there a
way to change the properties for HEADING 1 in the
appendices sections of the document (such as "from Section
20 to Appendix A) and still get them to appear in the
Table of Contents? Tag: Share Point & MS CRM Tag: 25472
Removing Quotes, Opportunities, Invoices Tab
Is there a way to remove the quotes, opportunities and invoices tab
from the 'Sales' section of the 'Account' record ?
Our client does not use any of the opportunities, quotes and invoices
records and those tabs are very disturbing.
If not, is there a way to change the tab order ?
Any help will be appreciated.
Thanks
Nicos Papaioannou Tag: Share Point & MS CRM Tag: 25467
60 Minute Intranet
I have been requested to install Microsoft's "60 Minute
Intranet" on our internal web server.
Our internal web server is Win 2K, Office XP and FrontPage
2002.
The "60 Minute Intranet" Kit is requiring that FrontPage
2000 be installed.
Is there a work around for this or do I need to install 2
different versions of FrontPage to get this software
installed? Tag: Share Point & MS CRM Tag: 25463
How to use field values in OnChange Events???
hi all,
in an OnChange-Event of an user defined field (named CFPcountry,
Picklist) I would like to catch the new value and write it to another
field (address1_country).
How do i adress this fields? The following code doesn't work:
crmForm.address1_country.Value = event.srcElement.returnValue;
I would like to transfer the textcontent of the picklist field (e.g.
Germany, France, United States etc...), not the index value.
Thanks in advance,
Dennis Tag: Share Point & MS CRM Tag: 25462
Difficulty of CRM install exam
I tend to find that the CRM install exam is not difficult having now taken
it first hand, but granted it warrants quite a bit of study to get to pass
standard - mind you is that a bad thing.
I got 94% with 70% the minimum passmark.
70 questions, over 90 minutes - of which I used roughly 40 minutes of having
started at 2pm and finishing about 2.40pm ish.
This means I used 34 secs approx for each question - 1 minute 17 secs was
the allowed per question.
Failed on 4.2 questions ?! Some were a bit difficult to interpret though.
Seems a bit too easy to me, though MS might have their reasons for making
sure more people pass.
If the CRM exam is less confusing then thats something I welcome, but I
didn't see the original exam to compare it. Tag: Share Point & MS CRM Tag: 25461
I can't save changes made by a JavaScript
Hey,
with a little JavaScript in te onChange event of a picklist, I tried
to modify data in other fields in the same form.
This seemed to work, but when I save the form/record the original data
re-appears...
Does this problem look familiar to anybody, and is there a solution?
Thx,
Simon Tag: Share Point & MS CRM Tag: 25451
Industry chart by industry Report
I have put some custom values into my Accounts' Industry field and have
imported all the accounts to reflect the correct industry name. However when
I run the report "Account Chart/List by industry" all the values are returned
under one category "Industry: Not specified".
Why would this be, any suggestions would be great...
It works fine if I use the Advanced Find facility...so I'm stumped. I'm
assuming that Crystal has to go through the CRM Platform and use standard
calls according to the SDK API.
? Tag: Share Point & MS CRM Tag: 25448
SFO Goonline
Hi,
I went offline in SFO, then I couldn't go back online. When I try, I got the
following message: "An unknown error has occurred. Retry the action. If the
problem persists, contact your system administrator."
Please help me, although this is on a demo workstation, not too critical,
I'd like to get it resolved. Thank you for your help.
Tony Tag: Share Point & MS CRM Tag: 25438
Error occurred when moving data from webpage to CRM
hi,
i faced this error message when i try to run the coding
below.
the error displayed as : An error has occurred. For
more information, contact your system administrator.
my coding is written as below :-
<%@ WebService Class="CRMIncident" Language="c#" %>
<%@ Import Namespace = "Microsoft.Crm.Platform.Proxy" %>
using System;
using System.Web.Services;
using System.Timers;
using System.Data.SqlClient;
using System.Data.SqlTypes;
public class CRMIncident :
System.Web.Services.Protocols.SoapHttpClientProtocol
{
[WebMethod()]
public void CreateAssociateCase()
{
// strServer should be set with the name of the
platform Web server
string strServer = "testcrm";
// virtualDirectory should be set with the name of
the Microsoft CRM
// virtual directory on the platform Web server
//string virtualDirectory = "mscrmservices";
//string strDir = "http://" + strServer + "/" +
virtualDirectory + "/";
string strDir = "http://" + strServer + "/";
// BizUser proxy object
Microsoft.Crm.Platform.Proxy.BizUser bizUser = new
Microsoft.Crm.Platform.Proxy.BizUser ();
bizUser.Credentials =
System.Net.CredentialCache.DefaultCredentials;
bizUser.Url = strDir + "BizUser.srf";
// CRMIncident proxy object
Microsoft.Crm.Platform.Proxy.CRMIncident incident
= new Microsoft.Crm.Platform.Proxy.CRMIncident();
incident.Credentials =
System.Net.CredentialCache.DefaultCredentials;
incident.Url = strDir + "CRMIncident.srf";
string strErrorMsg;
string strIncidentXml;
string strIncidentId;
string strAccountId = "{3E24E79C-7EC5-4473-95FF-
7E46FEBB534B}";
try
{
Microsoft.Crm.Platform.Proxy.CUserAuth userAuth
= bizUser.WhoAmI();
// Set up the XML string for the new incident
strIncidentXml = "<incident>";
strIncidentXml += "<title>Testing</title>";
strIncidentXml += "<accountid>" + strAccountId
+"</accountid>";
strIncidentXml += "<ownerid type=\"" +
Microsoft.Crm.Platform.Types.ObjectType.otSystemUser.ToStri
ng() +"\">";
strIncidentXml += userAuth.UserId
+ "</ownerid>";
strIncidentXml += "</incident>";
// Create an incident
strIncidentId = incident.Create(userAuth,
strIncidentXml);
}
catch (System.Web.Services.Protocols.SoapException
err)
{
// Process the platform error here
strErrorMsg = ("ErrorMessage: " + err.Message
+ " " + err.Detail.OuterXml + " Source: " + err.Source );
}
catch (Exception err)
{
// Process other errors here
strErrorMsg = ("ErrorMessage: " + err.Message );
}
}
}
kindly help me to solve my problem. 10q. Tag: Share Point & MS CRM Tag: 25436
Missing email replies
All,
Email that is sent out from CRM (with a GUID) is not
being tracked back into CRM when we receive a reply.
What can I do to fix this inaddition to the several items
that MSFT has posted to the PartnerSource KBase?
Thx,
Bob Tag: Share Point & MS CRM Tag: 25426
SFO Export Limit
Hi,
Is there a way to avoid CRM contacts synchronized in Outlook to be exported?
We want to disable exporting CRM contacts to avoid users selling a list of
contacts.
I guest we can use GetCommandBarID in GPO to disable export.
Is there any other ways?
Thanks in advance.
Sebastien Tag: Share Point & MS CRM Tag: 25424
Workflow Process Questions
Can anyone who has worked with workflow processes for a while answer these
questions for me:
1. How do I implement an "OR" condition? I have used nested IFs but is
there a better way?
2. Is there any way to print out or otherwise create a copy of your work
flow rules?
3. How do you backup/restore workflow rules for disaster recovery?
Thanks
Dave Tag: Share Point & MS CRM Tag: 25423
publishing customizations using deployment manager
When I publich customizations, it comes back saying
publish completed with errors, servername: failed. I
notice that when I publish the customizations, my web site
stops. I have to manually start it and then I can go into
CRM and my changes are there. This is what I get in app
log:
ProcessImportWorkItem Error : The root element is
missing. , StackTrace : at
System.Xml.XmlTextReader.Read()
at
System.Xml.XmlValidatingReader.ReadWithCollectTextToken()
at System.Xml.XmlValidatingReader.Read()
at System.Xml.XmlLoader.Load(XmlDocument doc, XmlReader
reader, Boolean preserveWhitespace)
at System.Xml.XmlDocument.Load(XmlReader reader)
at System.Xml.XmlDocument.Load(String filename)
at
Microsoft.Crm.Tools.ImportExportXml.XmlCustomization.FixDMU
pdateFile(String strXSLDir, String strDestFilePath)
at
Microsoft.Crm.Tools.ImportExportXml.XmlCustomization.Proces
sImportWorkItem(Object status)
anyone have any ideas??
Thanks,
Jen Tag: Share Point & MS CRM Tag: 25422
SFO - can't open accounts or contacts
I can see all the data in SFO, but when I try to open an
account or contact (or when I try to create a new one) I
get this message in app log on the client:
MSCRM Application Error Report:
-----------------------------------------------------------
---------------------------------------------
Error Message: An unhandled exception occurred during the
execution of the current web request. Please review the
stack trace for more information about the error and where
it originated in the code.
Source File:
Line Number:
Stack Trace Info: at System.Web.UI.Page.HandleError
(Exception e)
at System.Web.UI.Page.ProcessRequestMain()
at System.Web.UI.Page.ProcessRequest()
at System.Web.UI.Page.ProcessRequest(HttpContext
context)
at
System.Web.CallHandlerExecutionStep.System.Web.HttpApplicat
ion+IExecutionStep.Execute()
at System.Web.HttpApplication.ExecuteStep
(IExecutionStep step, Boolean& completedSynchronously)
Can someone please help??? Thanks in advance.
Jen Tag: Share Point & MS CRM Tag: 25421
CRM Mobile
All,
I am unable to get the Mobile Client to register. I have
ruled out the certificates as the cause of the problem.
I have noticed on several occasions that the Microsoft
CRM Mobile Integration and Microsoft CRM Mobile Device
Registration services seem to stop for no apparent reason.
Any ideas as to get the client to register and
synchronize would be helpful.
Thank you in advance for your help.
Bob Tag: Share Point & MS CRM Tag: 25418
CRM Emails Sent from Sales for Outlook Client in Outlook Drafts Folder
Currently some users are having a periodic issue where CRM emails are
located in the Drafts folder of Outlook after being sent from the Sales for
Outlook Client. The emails located in the Drafts folder are either the
partial email before it was sent or the full email. They do show up as Sent
in CRM. Any ideas on why this might be happening? We are also concerned
that these emails are really not being sent.
Please advise. Thanks. Tag: Share Point & MS CRM Tag: 25413
Where are sharing records stored ?
HI
I need to mass delete undesidered lead sharing records.
Where are this records stored (witch table) ?
Thanks Sebastiano Tag: Share Point & MS CRM Tag: 25407
Microsoft .NET Framework 1.0 Service Pack 3
Hello everyone,
I was wondering if anyone installed the .NET framework update on a CRM1.0
server yet? I haven't seen any news about it's affects on CRM (good or
bad), and I'd rather have some information either way before I take the
plunge. I'd just prefer not to spend any nights or weekends fixing
something that I could've prevented, especially on an upgrade!
Thanks
Martin Tag: Share Point & MS CRM Tag: 25404
How to add a Lookup Field
MS CRM does of it own have fields of type "Lookup" Can you add
Lookup-fields to the schema and use it in customized forms?
Thanks
Frank Rombaut Tag: Share Point & MS CRM Tag: 25398
CRM OBJECT MODEL and Visual Studio .NET
Hi All,
i'm trying to add the CRM OBJECT MODEL into my C# web
services project.
But I can't use Microsoft.CRM.Proxy.
Any clues? does anyone has sample code for me as a
reference?
Thanks in advance.
Regards,
Venedict Tag: Share Point & MS CRM Tag: 25395
Spreadsheet to sql Data Migration problems
Hi, i am learning about Microsoft®Business Solutions CRM Data Migration and i
have many doubts, all starts with the next:
I've isntalled the Microsoft® Business Solutions CRM Data Migration
Framework and there are four *.xls examples, have many columns names, with
requisites, and other things, but don't have any values. Is someone who had
tried to do data migration to sql with this examples that exists in that
framework?
Regards, Pedro Airó Tag: Share Point & MS CRM Tag: 25394
In notes section, how to attach a document link on the SPS server to the MS
CRM?