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Microsoft CRM - Adding Customized field to a CRM Contact form

Microsoft CRM - Adding Customized field to a CRM Contact form

Adding Customized field to a CRM Contact form

Posted: 02 Mar 2004 08:35 AM PST

It involves disabling replication, making manual metabase/table/schema mods,
and then re-enabling replication. We have a fairly involved process that
lets us do it without breaking CRM.

Unfortunately it's far too complex for us to recommend people trying
themselves. You need to have extensive experience with the MSCRM and
METABASE architectures to do it without breaking the web or outlook client.
If you send me an email, I can have our support services get in touch with
you regarding what would be involved, and what the associated costs would
be.

Mike

greaterthantwo media
Printable Quotes, Orders and Invoices, with line-item details, now available
for MSCRM.
http://www.greaterthantwo.com


<microsoft.com> wrote in message
news:594101c40079$f9a8d250$gbl... 

Sharepoint co-existence

Posted: 02 Mar 2004 03:36 AM PST

Thanks Michael,

This is not a scenario that the Microsft CRM support team have recommended for performance reasons, as well as the one that you have stated.

regards,

Andy.

Cannot add custom fields

Posted: 01 Mar 2004 11:15 PM PST

Hi Marina, have you published your new fields? They won't show up on the
MSCRM database tables until after you publish. CRM 1.2 has been released,
so you might want to think about switching off the beta.

Mike

greaterthantwo media
Printable Quotes, Orders and Invoices, with line-item details, now
availablefor MSCRM.
http://www.greaterthantwo.com


"Milanina Marina" <ru> wrote in message
news:u$phx.gbl... 

MS Partner - CRM License Key

Posted: 01 Mar 2004 05:02 PM PST

We had two sets - one from Partnersource and one from our
Action Pack - ta-da - right on the back of the Action Pack
one was our code.. I've been toting around the other
set...

Thanks Anders!

Sue
 
are 
in 
with 

multips errors when emailing from CRM 1.2

Posted: 01 Mar 2004 02:40 PM PST

This part is now fixed. I had some issues with the IUSR anonymous account
and now that is fixed.

Any ideas on the other problems?


Thanks
Greg



"Michael Schumacher (MS)" <microsoft.com> wrote in message
news:phx.gbl... 
occurred.</description><details>An 


<snip>

Too Slow to Sync records between ERP and MSCRM

Posted: 01 Mar 2004 12:34 PM PST

In addition to Mike's suggestions, I'd also say to reevaluate how much
data you're forcing to sync every night. It sounds like you're trying
to synch every record. Is there any way you can only send the record
that have changed? How about trying to use Biztalk to process the
synch psuedo-real time through out the day?

Matt


On Mon, 1 Mar 2004 12:44:04 -0800, "GreaterThanTwo Media"
<com> wrote:

Hi Jonathan, the SOAP proxy API is incredibly slow (especially on CRM
1.0).
You might want to look into using the unsupported COM proxy API. It's
much
faster, and the object interface is basically identical (but you don't
need
to specify credentials or url properties). It's quite easy to switch
code
between the two. The only consideration is that it's unsupported, and
may
be changed/dropped in a future version.

Also, what is your server setup? You may want to consider beefing up
your
SQL server box in order to get the throughput you need.

Mike

greaterthantwo media
Printable Quotes, Orders and Invoices, with line-item details, now
available
for MSCRM.
http://www.greaterthantwo.com


"Jonathan Jiang" <com> wrote in message
news:52f001c3ffcc$9e14f250$gbl... 

CRM SFO setup

Posted: 01 Mar 2004 12:09 PM PST

Well, in an offline scenario as you describe it, you might run into several
problems.

You use two different Windows profiles and hence two different Outlook
profiles:

- the Outlook Offline File (.ost) is bound to an Outlook Profile, you might
be able to bind it to your other account by at least synchronizing once
with your "offline" Windows account against your Exchange Server, but that
might lead quite unpleasant side effects.

- the offline features of CRM are bound to your Windows AND Outlook profile,
the permissions to the local SQL replica will be one point, attaching it to
the other Outlook profile another one.

To follow the previous poster, the best way is to use one profile, and
that's the way SFO is designed to work, one Windows and one Outlook
profile. You should be able to logon with your domain account whether
online or offline.

Hope thet helps.

CRM licenses order

Posted: 01 Mar 2004 10:59 AM PST

You can go to eopen.microsoft.com and login with a MS
Passport. From there, you can add agreeements to the
system and then get your codes.

If you'd prefer, you can contact our company and we can
assist you with that. We are a couple hours off the coast,
but the advantage is that we work long after you've gone
home to get you information before you wake up in the
morning.

I'm sorry you had such difficulty. When we place an order
for MS Licenses, we get a response from our distributor
within 24 hours. At which point we forward the e-mail to
you with your codes. Your reseller should have the same
repsonse time from their channel.

Aloha,

Michael James
Solutions Architect
GeminiTech, LLC
94-1057 Mele Street
Waipahu, HI 96797

808-843-1000 x103


 
system, and our 
process. The last thing 
Confirmationi", and 
that I would shortly 
CRM keys......... 
do any MS Partners 

MS Post Call-Out Sample

Posted: 01 Mar 2004 08:34 AM PST

Andre,

As Rob mentioned, make sure that you interface has the EXACT GUI from
the example. But you still register the GUID from your coponent in
the table.

Matt

On Tue, 2 Mar 2004 13:44:49 +0100, "Andre Grumbach"
<andre.grumbach@.itvt.nospam.de> wrote:

Hi Rob,
I also try it with this F4233E5B-17DC-4661-9ABC-6707A9F99215 GUID, but
it
have the same result and didn't work.
i tell you know my approach:
1.. I'm Programming (copy) the HowTo from this page
http://msdn.microsoft.com/library/default.asp?url=/library/en-us/dnmbscrm1_2/html/mbs_crmPostCalloutsv1d2.asp
(on my local Computer)
2.. I make a strong key for this project and add it to the
Assembly.cs
3.. I'm built the Code
4.. I copy the code to the VPC Server with the MSCRM (on this VPC
isn't
any kind of VS-Net installed, only the :Net Framework)
5.. I registry the release Dll to the Gac (like Gacutil -i path to
dll)
6.. I register with regsvcs path to dll
7.. I registry the Callout Object in the SQL Statement (I am using
the
GUID like I'm using for my CRM Calss)
After I do this, I try to check my Sample and create an Account in the
CRM.

But it didn't work, there is no text file.

So what did I wrong?

Here is my C# code and my SQL Statemant (again):

[C#]

using System;

using System.EnterpriseServices;

using System.Runtime.InteropServices;

using System.IO;





[assembly: ApplicationName("Callout Example")]

[assembly: ApplicationActivation(ActivationOption.Server)]

[assembly:
ApplicationAccessControl(false,AccessChecksLevel=A ccessChecksLevelOption.App
licationComponent)]



namespace CRMCallout.dll

{



[GuidAttribute("F4233E5B-17DC-4661-9ABC-6707A9F99215")]



public interface ICRMCallout

{

void PostCreate(int ObjectType, string ObjectId, string
OrigObjectXml);

void PostUpdate(int ObjectType, string ObjectId, string
OrigObjectXml);

void PostDelete(int ObjectType, string ObjectId);

}



[GuidAttribute("AA4AD2AC-97B8-4d24-8E81-388A655DDBE5")]

[ClassInterface(ClassInterfaceType.AutoDispatch)]



public class CRMCaller : ServicedComponent, ICRMCallout

{



public void PostCreate(int ObjectType, string ObjectId,
string
OrigObjectXml)

{

FileInfo fi = new
FileInfo(@"C:\CSCallout_Insert.txt");

StreamWriter s = fi.AppendText();

s.WriteLine("CRM Create Event Occurred...\n");

s.WriteLine("Object Type: " +
ObjectType.ToString());

s.WriteLine("Object ID: " + ObjectId.ToString());

s.WriteLine("Object XML String: ");

s.WriteLine(OrigObjectXml);

s.WriteLine();

s.Close();

}



public void PostUpdate(int ObjectType, string ObjectId,
string
OrigObjectXml)

{

FileInfo fi = new
FileInfo(@"C:\CSCallout_Update.txt");

StreamWriter s = fi.AppendText();

s.WriteLine("CRM Update Event Occurred...\n");

s.WriteLine("Object Type: " +
ObjectType.ToString());

s.WriteLine("Object ID: " + ObjectId.ToString());

s.WriteLine("Object XML String: ");

s.WriteLine(OrigObjectXml);

s.WriteLine();

s.Close();

}



public void PostDelete(int ObjectType, string ObjectId)

{

FileInfo fi = new
FileInfo(@"C:\CSCallout_Delete.txt");

StreamWriter s = fi.AppendText();

s.WriteLine("CRM Delete Event Occurred...\n");

s.WriteLine("Object Type: " +
ObjectType.ToString());

s.WriteLine("Object ID: " + ObjectId.ToString());

s.WriteLine();

s.Close();

}

}

}



[SQL]

declare @subscriberid uniqueidentifier

set @subscriberid = newid()



-- Insert Subscriber (Sample Module)

insert into Subscriber(SubscriberId, CLSIDorProgId, Name, Description)

values

(@subscriberid, N'{F4233E5B-17DC-4661-9ABC-6707A9F99215}', N'My Sample

Callout Module', N'')



--Insert into EntityEventSubscribers

declare @entityid uniqueidentifier



--Account(post-create, post-update, post-delete)

select @entityid = EntityId from Entity where ObjectTypeCode = 1

update Entity set EventMask = EventMask | 1 where ObjectTypeCode = 1



insert into EntityEventSubscribers(EventId, EntityId, SubscriberId,

CalloutOrder, IsEnable, IsAsyncHandler) values

(2, @entityid, @subscriberid, 0, 1, 0)

insert into EntityEventSubscribers(EventId, EntityId, SubscriberId,

CalloutOrder, IsEnable, IsAsyncHandler) values

(8, @entityid, @subscriberid, 0, 1, 0)

insert into EntityEventSubscribers(EventId, EntityId, SubscriberId,

CalloutOrder, IsEnable, IsAsyncHandler) values

(32, @entityid, @subscriberid, 0, 1, 0)



--Contact(post-create, post-update, post-delete)

select @entityid = EntityId from Entity where ObjectTypeCode = 2

update Entity set EventMask = 1 where ObjectTypeCode = 2



insert into EntityEventSubscribers(EventId, EntityId, SubscriberId,

CalloutOrder, IsEnable, IsAsyncHandler) values

(2, @entityid, @subscriberid, 0, 1, 0)

insert into EntityEventSubscribers(EventId, EntityId, SubscriberId,

CalloutOrder, IsEnable, IsAsyncHandler) values

(8, @entityid, @subscriberid, 0, 1, 0)

insert into EntityEventSubscribers(EventId, EntityId, SubscriberId,

CalloutOrder, IsEnable, IsAsyncHandler) values

(32, @entityid, @subscriberid, 0, 1, 0)



--Customer Address(post-create, post-update, post-delete)

select @entityid = EntityId from Entity where ObjectTypeCode = 1071

update Entity set EventMask = 1 where ObjectTypeCode = 1071



insert into EntityEventSubscribers(EventId, EntityId, SubscriberId,

CalloutOrder, IsEnable, IsAsyncHandler) values

(2, @entityid, @subscriberid, 0, 1, 0)

insert into EntityEventSubscribers(EventId, EntityId, SubscriberId,

CalloutOrder, IsEnable, IsAsyncHandler) values

(8, @entityid, @subscriberid, 0, 1, 0)

insert into EntityEventSubscribers(EventId, EntityId, SubscriberId,

CalloutOrder, IsEnable, IsAsyncHandler) values

(32, @entityid, @subscriberid, 0, 1, 0)



I hope somebody can help me



Thx Andre Grumbach

Read only fields based on picklist values

Posted: 01 Mar 2004 07:43 AM PST

Hi Jakob, the only event supported for the picklist is the onchange event,
so you would only be able to enable/disable fields when a user picks a value
(not when the form is opened or saved). You need to set the field to
disabled, as well as changing the style.

There are ways to add other javascript events to form fields, but it's not
currently supported or documented.

Mike

greaterthantwo media
Printable Quotes, Orders and Invoices, with line-item details,
nowavailablefor MSCRM.
http://www.greaterthantwo.com


"msnews.microsoft.com" <dk> wrote in message
news:OPa6uP6$phx.gbl... 

Is it poosible to custmize the form printouts?

Posted: 01 Mar 2004 12:36 AM PST

Hi Alper, the SDK allows you to create custom web pages that can pretty much
do anything you want to program them to do. So if you want to build your
own web page to print case out in a different format (i.e. including the
address), then you could use the SDK to learn how do this. There is nothing
specific about printing, you just need to create a web page that contains
the case data formatted in the way you want. The SDK gives you the
programming API to be able to access CRM data, and integrate your web page
into CRM by adding custom toolbar or menu options. You need expereince with
web development to do this.

Another option, as Gary mentioned, is to create or edit a crystal report to
print the information you need. You can also make the crystal report open
from a toolbar button or menu option.

Mike

greaterthantwo media
Printable Quotes, Orders and Invoices, with line-item details, now
availablefor MSCRM.
http://www.greaterthantwo.com


"Alper Can" <com.tr> wrote in message
news:eZsrab9$phx.gbl... 
the 

Populating fields from Custom form to an Original form

Posted: 29 Feb 2004 08:04 PM PST

Dirty solution
In your onload-event add something like
MyForm.Mycontrol.value = window.opener.crmForm.name.value