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Microsoft CRM - open a specific customer account via url

Microsoft CRM - open a specific customer account via url

open a specific customer account via url

Posted: 16 Feb 2004 08:12 AM PST

thank you!

"Tony Nguyen" <microsoft.com> wrote in message
news:107eb01c3f4a9$33ee4710$gbl... 

MSCRM API failing with User defined fields.Help !

Posted: 16 Feb 2004 03:32 AM PST

Anand,

The fieldname has to match excactly what is in the DB schema. The
prefix that is auto-added in actually in UPPER case, so at a minimum,
your field should be CFStestfield. Hoewever, if you capitalized
anything in the name, it would need to match as well.

If you look in the accountbase table, you can verify the correct
fieldname to use.

Matt

On Mon, 16 Feb 2004 17:03:10 +0530, "Anand Sagar"
<com> wrote:

Iam programming in ASP.NET for my company's MSCRM. I use MSAPI to
retrieve
and update field values in MSCRM. Iam able to do it with ease by
programming
in VB.NET with the MSCRM object library.

Eg.

strUpdateXml = "<account><name>Steve
Langer</name><owninguser>{19838938-705A-4AB9-BC2E-2EDD88035EE5}</owninguser>
</account>"

CRMAccount.Update(UserAuth, RECID, strUpdateXml)

It works fine for the normal MSCRM fields

LATER, I created USERDEFINED fields in MSCRM. ( with the Deployment
Manager
and published). The new field created can been seen in the MSCRM
screen.
Customization is correct.

When I try to program with the USERDEFINED fields, the program fails
with
the message.

"80041103The specified attribute does not exist on this entity.The
attribute
'cfstestfield' is not an attribute of the entity
'Account'd:\mscrm\build\3017\src\platform\include\ omcore\CrmPropertyBagUtil.
inl418"

The code is:
strUpdateXml = "<account><cfstestfield>hello
world</cfstestfield><name>Steve
Langer</name><owninguser>{19838938-705A-4AB9-BC2E-2EDD88035EE5}</owninguser>
</account>"

CRMAccount.Update(UserAuth, RECID, strUpdateXml)

Why is the code failing. Please help me with ideas.

Thanks,
Anand Sagar.

Splitting leads to multiple users.......

Posted: 16 Feb 2004 01:01 AM PST

Richard,

You can multi-select (<CTLR>-click) the leads from the list view and
the use Action..Assign to assign them to another rep.

Matt

On 16 Feb 2004 01:01:10 -0800, com (Richard I.P)
wrote:

Hi,

I have sales person who has 50 leads. and i have 5 users now i want
all these leads to distribute among all the users of 10 each. with
proper contact info of each lead... how can i achiev this with
MSCRM1.2 without any integration...

Regards,

removing dependancies -> Opportuntiy entity

Posted: 15 Feb 2004 04:07 PM PST

You can't remove them. Best you can do is create a tab
called 'Do Not Use' and stick these suckers in there, and
relable them so there is less confusion when users try to
query. (Yes, this is not good news, I know.) the reason
is that the recalculate button on this form auto-
calculates the revenue from the opportunity products
attached to it. (Unless you check the manually
calculated radio button, which I guess is why that field
is "system required" too.

I really hope in 2.0 that NOTHING is system required, and
ALL functionality is REALLY exposed...

HTH,

Dave

-----Original Message----- 
however, I wish to 
isrevenuesystemcalculated) and 
the form as it 
for the 
either the 
Manager. 

Activities View

Posted: 14 Feb 2004 04:06 PM PST

Bob,

If you search this group, you can find some who have posted a way to
do this. It basically involves determing the GUID for the view you
want to modify and then setting up a URL to go into the editor on the
view.

BTW, this is an unsupported method and I haven't tried it, but it
should work fine from what I've read from others.

Matt

On Sat, 14 Feb 2004 16:06:12 -0800, "Bob Ferraro"
<microsoft.com> wrote:

How do you add columns to the activities view?

Product Catalogue

Posted: 13 Feb 2004 05:46 PM PST

Paul,

Did your adminstrator have a license assigned to it? For some reason,
the product maintenance only appears for users that have a license,
even if they are assined the rights to maintain the catalog.

Matt

On Mon, 16 Feb 2004 01:40:35 +0100, "Paul" <ch>
wrote:

I figured it out. I was logged in as administrator.
When I logged in as a user everything was revealed.

Paul

"Dave Carr" <microsoft.com> wrote in message
news:103e701c3f330$0ecbe890$gbl... 

CRM 1.2 error

Posted: 13 Feb 2004 12:51 PM PST

Joseph,

Did you add the CRM server to the pre-w2k access group? This is
needed to allow the local system to acces SQL.

Also, check the event log on both the SQL server and the domain
controller. I ran into a weird problem once where there was a problem
with how SQL got registered with AD and it was causing authnetication
problems when trying to connect with local system.

Matt

On Fri, 13 Feb 2004 12:51:01 -0800, "Joseph"
<microsoft.com> wrote:

Hi!

I have been having a rough time getting CRM to install. I
finally have it installed (sort of). But now, I can't sign
on with the administrator account.

I recieve an error. The event log shows the following:

MSCRM Platform Error Report:
-----------------------------------------------------------
---------------------------------------------
Error: Login failed for user 'NT AUTHORITY\ANONYMOUS
LOGON'.

Error Message: Login failed for user 'NT
AUTHORITY\ANONYMOUS LOGON'.

Error Details: Details on this error have not been
provided by the platform.

Source File: Not available

Line Number: Not available

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.Htt pApplicat
ion+IExecutionStep.Execute()
at System.Web.HttpApplication.ExecuteStep
(IExecutionStep step, Boolean& completedSynchronously)

I've also noticed an error code in the address of the
browser. It is 800404ed. This looks like a security
setting problem with SQL server. But I'm not sure where
else to look. ( per another post, I have checked to make
sure that BOTH SQL and Windows authentication are being
used).

Can someone give me a clue on where this one might lie. It
looks like a security issue, But, I'm not sure exactly
where it lies.

Thanks!

Joseph

Audit Using Picklist OnChange Event Javascript?

Posted: 13 Feb 2004 11:16 AM PST

Dave,

The call-out you are thinking of would be pretty straight forward.
I'd recommend first getting a basic callout to work (something like
the sample provided online that just puts a msg in the event viewer or
something like that). That way, you know you've got the plumbing
working properly. While they are easy to write, the callouts are
pretty sentisitve when setting them up and can sometimes be a real
pain.

Once you've got the framework working, your looking at just issuing a
retrieve to get the XML details of the case and then writing that info
to a table.

Matt

On Sat, 14 Feb 2004 11:09:36 -0800, "Dave Carr"
<microsoft.com> wrote:

Thanks for the input Mike. I'm now wondering if perhaps
a post-callout script to take the just-saved record's XML
and load that into a custom table is the best solution.
(I know I coudl then add a custom tab on the case to show
the contents of this table for this CASE#).

I know you have a great deal of experience with post-
callouts. Would you be willing to give me a quick
example of how a post-callout to do this might work?
(That offer to buy rounds in Orlando still stands! ;-)
Thanks,

Dave
(net_nospam)

 
id of the current 
variable). For an example 
multiaction.js (it calls an aspx 
form to do this. 
you can add them 
existing fields with js 
it does work well. 
many form fields are 
use a post-callout. 
in message 
they 
required 
would 

Crystal Reports 9.2.2? Where to find

Posted: 13 Feb 2004 09:02 AM PST

John O'Donnell wrote:
|| got it
||
|| ftp://ftp.crystaldecisions.com/outgoing/TS/CC/CRPro922.zip
||
|| its a big download and you still need a crystal 9 License Key of
|| course

Does someone knows where to find the french version of it ?
Because CR needs to be the same linguage as CRM.

Regards.

Microsoft vulnerabilities

Posted: 13 Feb 2004 08:26 AM PST

Start here:
http://www.microsoft.com/technet/treeview/default.asp?url=/technet/security/bulletin/MS04-007.asp

SBS03 Rocks !!!

"E" <microsoft.com> wrote in message
news:com... 
ms04-007 vulnerability?

Callout problems (not working at all)!

Posted: 13 Feb 2004 06:31 AM PST

Hi ronald,

I guess the problem is with the GUID that u r using for the ICRMCallout
interface. Please note that you will have to use the same GUID as in the
CRM SDK documentation.

you are using the following
[GuidAttribute("61D2E9D8-59E4-4305-819D-BA1073E44D72")]

instead try using
<Guid("F4233E5B-17DC-4661-9ABC-6707A9F99215")>


HTH
regards
Rojer



"Ronald Lemmen" <com> wrote in message
news:OOvj#phx.gbl... 
you 
here. 
32, 
same 
component 
further. 
articles 
EventMask 
the 
us 
OrigObjectXml); 
OrigObjectXml); 

Import Contacts

Posted: 13 Feb 2004 04:44 AM PST

You can't. The leading solution seems to be Scribe
Migrate (www.scribesoft.com). About $995 last time I
looked.
 
news:phx.gbl... 
creating Accounts (Company 

Sales for Outlook v1.2 - can't go offline, render detail forms.

Posted: 12 Feb 2004 07:31 AM PST

I have installed the Sales For Outlook client on the
machine being a member of the CRM domain (mscrm in
mscrm.ardexus.com) with the same results (clicking the
detail form brings up the error form).

Nargis
 
when 
the 
Microsoft 

I Can't operate workflow rules

Posted: 12 Feb 2004 07:21 AM PST

I am talking about the manual workflow.
after I add the workflow rule it didn't apear in the CRM system and also I can't see this rule from the workflow monitor.