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 |