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Microsoft CRM - Post URL Action

Microsoft CRM - Post URL Action


Post URL Action

Posted: 14 Sep 2004 12:23 AM PDT

Raju,

Your code works perfectly for me - except only when used with an Account,
not a Lead. You are looking for the accountid value - this would not be
availabe on create of a lead.


Stephen

"Raju" <com> wrote in message
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MS CRM Certification

Posted: 13 Sep 2004 07:30 PM PDT

According to a previous post.. Microsoft Official
Courseware.. They usually give them out during actual
trainings, but you can order them from MBS like what we
did..
 

HTML & Email Template

Posted: 13 Sep 2004 07:14 AM PDT

Thank you Carroll

Sylvie
 
is 
that 

Duplicate Check using Post CallOuts?

Posted: 12 Sep 2004 11:59 PM PDT

Thanks Stephen! .. it's actually a client requirement, so
we really need to work on this one..

=)
 
even if you could 
callout, the data is 
add a new Attribute 
sophisticated, you will 
and then build an 
merge/delete. 
because it was my 
message 
sort 
to 

Create Activities(Not only Email) w/ SDK

Posted: 12 Sep 2004 06:00 PM PDT

You can use the post-Callout to check for the dups, but there is no way to send
any information back to the end user as it is fired from within the applicaiton
stack and occurs after the record has already been saved. There is no way to
"roll-back" the change.

As long as te import is done via the supplied methods, the post-Callout should
fire.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Sun, 12 Sep 2004 23:35:53 -0700, "Mark" <microsoft.com>
wrote:

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 =)

Customizing activities

Posted: 12 Sep 2004 12:32 AM PDT

if you read the archive of this group at groups.google.com you will find
unsupported ways to add to activity forms etc. Microsoft has stated on this
group the Microsoft CRM 2005 will have full customization for all things
activity related- woohoo!!!

--
John O'Donnell
Microsoft CRM MVP
http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLanding.aspx


"Jørn Jørgensen" <nospam> wrote in message
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to 
but 


SDK to upload attachments

Posted: 10 Sep 2004 02:36 PM PDT

Sorry - Just re read your post, and realised that you are trying to upload
an attachment to a note. Regardless, the code I've posted should work, as
it is based on a the attachment ID. Let me know if you have problems, and
I'll see if I can help.

CHeers

Chris

"Chris Ericoli" <com.au> wrote in message
news:un%phx.gbl... 

the 
allow 
sender, 
email 
client 
this 
As 
As 
the 
with 
to 
so 
"', 
code 
coFormFields; 
setFields(System.Collections.Specialized.NameValue Collection 
image/pjpeg, 
5.1; 


Removing Quotes, Opportunities, Invoices Tab

Posted: 10 Sep 2004 09:31 AM PDT

As mentioned in my upcoming faq...i also recommend you have two people in
the CRM system with admin privelages. I wonder if microsoft should lock an
admin role so that at the least you cannot delete privelages for the admin
role. I have seen many companies where users have removed admin privelages
or even removed themself. Hoping CRM 2005 will stop this happening.

--
John O'Donnell
Microsoft CRM MVP
http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLanding.aspx


"Jason Hunt (MSFT)" <microsoft.com> wrote in message
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otherwise 
rights. 
objects. 


How to use field values in OnChange Events???

Posted: 10 Sep 2004 08:05 AM PDT

Dennis,

You may need to watch case - the function is "value", not "Value".

For exampe:

crmForm.address1_country.Value=crmForm.CFPcountry. value;

Will set the value of the fax field to the value (text value) in the
picklist. If you wanted to get the numeric value associated with the
picklist instead, then you would use:

crmForm.address1_country.Value=crmForm.CFPcountry. returnValue;

If you use .Value, then you will get "undefined" as you have experienced.


Stephen


"Dennis Bushuven" <de> wrote in message
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I can't save changes made by a JavaScript

Posted: 10 Sep 2004 01:20 AM PDT

Almost all of the fields on the form (exeppt simple text boxes) have
behaviors bound to them. This is for formatting purposes and eventually,
when you click save, the XML the platform expects actually gets built up
client-side.

That being said, if you don't mimic the functionality of these behaviors,
then your values may not get persisted properly. check out the
_forms/styles dir for all the code for each datatype.

A very simple example can be found in INPUT.num.htc. You'll see that
whenever the blur event gets fired the Parse method gets called. In this
method the string gets trimmed, and all of the formatting happens. What's
in the value property is what the user sees (1,000.45) and what's in the
returnValue expando is what gets sent back to the server (1000.45). If you
don't set the returnValue then even though you modified the value property,
the BuildXml method in FORM.crm.htc assumes nothing changed.

A quick simple approach to ensuring both values get formatted is to just
click the cursor to the field and then back to the picklist, that fires the
onblur and all will be good. Like this:

crmForm.annualrevenue.value = "10000000";
crmForm.annualrevenue.click();

Hope this helps!

Jason Hunt
Technical Product Manager
Microsoft Business Solutions CRM

This posting is provided "AS IS" with no warranties, and confers no rights.

"Simon" <com> wrote in message
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SFO Goonline

Posted: 09 Sep 2004 10:05 PM PDT

Thank you Shawn, I will try your solutoin when I'm back to the office on
Monday.
Just a clarification: The web client on the same machine is working fine. Do
you still think the issues are related to DNS etc as you described?

Thanks heaps.

Tony

"Shawn Dieken" wrote:
 

How to summate the numbers of three fields?

Posted: 09 Sep 2004 02:00 PM PDT

Hi Kat,
Can you pls. elaborate what do you mean?

Thx & Rgds
Guna

"kat" wrote:
 

Missing email replies

Posted: 09 Sep 2004 01:49 PM PDT

Have you verifed that the CRMEmailEnabled attribute was set on the users
accounts? Any error messages in the event log of the Excahgne server around the
time the msgs came in?

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Tue, 14 Sep 2004 07:28:51 -0700, <microsoft.com> wrote:

Matt,

They are from outside, meaning that they are inbound SMTP
traffic.

Bob 
accounts? The router 
responses that origiante 
<net> wrote: 
items 

Automate Account Numbers

Posted: 09 Sep 2004 03:09 AM PDT

Thank you Matt. I'll follow your instructions.

Tony

"Matt Parks" wrote:
 

CRM and Mobile devices

Posted: 09 Sep 2004 01:50 AM PDT

In addition to the previous response that you received, the Mobile devices
must be Windows CE 2003 "Based", which means out of the factory they have
to be 2003. Some devices can be upgraded to Windows 2003 CE but this
"Flash" process is usually not a complete upgrade. These devices also
usually do not meet the minimum hardware requirements as well.

Mike Hamm

This posting is provided "AS IS" with no warranties, and confers no rights.
You assume all risk for your use. © 2003 Microsoft Corporation. All rights
reserved

Retriving Entity XSD's with custom fields

Posted: 08 Sep 2004 11:34 PM PDT

Mj -

I do have another question re your code though. The bit on creating
collection objects was a bit lost on me. I added some lines to the sql
script that i thought would result in collection object:

insert @view (value) values (' <xsd:complexType name="' + @entityName +
'Collection">')
insert @view (value) values (' <xsd:sequence>')
insert @view (value) values (' <xsd:element name="' + @entityName + '"
type="tns:' + @entityName + '" minOccurs="0"
maxOccurs="unbounded"></xsd:element>')
insert @view (value) values (' </xsd:sequence>')
insert @view (value) values (' </xsd:complexType>')
insert @view (value) values (' ')

This results in xml as:

<xsd:complexType name="accountCollection">
<xsd:sequence>
<xsd:element name="account" type="tns:account" maxOccurs="unbounded"
minOccurs="0"></xsd:element>
</xsd:sequence>
</xsd:complexType>

Which I thought should result in collection objects, but instead i get the
following - which C# objects to because it double defines
accountCollection?:

[Serializable]
[EditorBrowsable(EditorBrowsableState.Advanced)]
public class accountCollection : ArrayList
{
public account Add(account obj)
{
base.Add(obj);
return obj;
}

public account Add()
{
return Add(new account());
}

public void Insert(int index, account obj)
{
base.Insert(index, obj);
}

public void Remove(account obj)
{
base.Remove(obj);
}

new public account this[int index]
{
get { return (account) base[index]; }
set { base[index] = value; }
}
}



[XmlType(TypeName="accountCollection",Namespace=Dec larations.SchemaVersion),
XmlRoot,Serializable]
[EditorBrowsable(EditorBrowsableState.Advanced)]
public class accountCollection
{
[System.Runtime.InteropServices.DispIdAttribute(-4)]
public IEnumerator GetEnumerator()
{
return accountCollection.GetEnumerator();
}

public account Add(account obj)
{
return accountCollection.Add(obj);
}

[XmlIgnore]
public account this[int index]
{
get { return (account) accountCollection[index]; }
}

[XmlIgnore]
public int Count
{
get { return accountCollection.Count; }
}

public void Clear()
{
accountCollection.Clear();
}

public account Remove(int index)
{
account obj = accountCollection[index];
accountCollection.Remove(obj);
return obj;
}

public void Remove(object obj)
{
accountCollection.Remove(obj);
}


[XmlElement(Type=typeof(account),ElementName="accou nt",IsNullable=false,Form
=XmlSchemaForm.Unqualified,Namespace=Declarations. SchemaVersion)]
[EditorBrowsable(EditorBrowsableState.Advanced)]
public accountCollection __accountCollection;

[XmlIgnore]
public accountCollection accountCollection
{
get
{
if (__accountCollection == null) __accountCollection = new
accountCollection();
return __accountCollection;
}
set {__accountCollection = value;}
}

public accountCollection()
{
}

public void MakeSchemaCompliant()
{
}
}

I know that you specifically mention that your code isn't supported :) - and
I know that I'm asking for help that your time probably doesn't permit you
to give easily, but I would really appreciate any assistance you might be
able to pass on.

Cheers

Chris





"Mj Miller (MSFT)" <com> wrote in message
news:%phx.gbl... 
about 
or 
rights. 
work 
message 
was 
XSD 
entitiy. 


Change schema field label.

Posted: 08 Sep 2004 06:51 AM PDT

There are 2 different label for the fields. The Display name is what appears on
the Views and the Label is what appears on the form itself. Both are changed
from the from customization.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Mon, 13 Sep 2004 08:09:54 -0300, "Vinícius Pitta Lima de Araújo"
<com.br> wrote:

This procedure chat only the field label on edit form.I want to change this
label on entity's view.

Thank you.
[]'s
Vinícius Pitta Lima de Araújo

"Naveed" <com> escreveu na mensagem
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Tool 


Change License / Company name

Posted: 08 Sep 2004 12:38 AM PDT

Tnx, this will solve my problem !!!

"Rihan Meij" <co.za> wrote in message
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production 


query engine error...to ms crm team

Posted: 07 Sep 2004 10:39 PM PDT

microsoft.com (Tami Lemar) wrote in message news:<phx.gbl>... 
[snip] 

I was just about to post about this error, but you beat me to the
punch.

However, for whatever reason, this doesn't appear to be resolving my
issue.

A custom report based on one of the existing pipeline reports works
when I change the revenue fields to a custom margin-based field
instead, so custom fields work.

The problem I'm running into seems to arise when I try to add a custom
boolean field in the account entity to the report. All users
attempting to read this report have the proper privileges to read both
the opportunity and account entities, and it doesn't matter if the
ActiveX viewer is installed or not.

Is there any way/place where more specific debugging information can
be found other than "Query Engine Error"? Its relativly easy for me
to isolate what's causing it, but figuring out the why is proving to
be somewhat difficult.

Thanks,
Dylan Vanderhoof
Sr. Software Developer
Semaphore Corporation