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  • How can I save an ASP.NET IFRAME from a custom entity's OnSave event, reliably?

    - by Forgotten Semicolon
    I have a custom ASP.NET solution deployed to the ISV directory of an MS Dynamics CRM 4.0 application. We have created a custom entity, whose data entry requires more dynamism than is possible through the form builder within CRM. To accomplish this, we have created an ASP.NET form surfaced through an IFRAME on the entity's main form. Here is how the saving functionality is currently laid out: There is an ASP.NET button control on the page that saves the entity when clicked. This button is hidden by CSS. The button click event is triggered from the CRM OnSave javascript event. The event fires and the entity is saved. Here are the issues: When the app pool is recycled, the first save (or few) may: not save be delayed (ie. the interface doesn't show an update, until the page has been refreshed after a few sec) Save and Close/New may not save For issue 1.1 and 2, what seems to be happening is that while the save event is fired for the custom ASP.NET page, the browser has moved on/refreshed the page, invalidating the request to the server. This results in the save not actually completing. Right now, this is mitigated with a kludge javascript delay loop for a few seconds after calling the button save event, inside the entity OnSave event. Is there any way to have the OnSave event wait for a callback from the IFRAME?

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  • problem with creating a new module using vtlib 2.1 for vtiger CRM 5.0.4

    - by gsk
    I have created a new module in vtigerCRM using the vtlib 2.1 api doc as provided in the following link. http://wiki.vtiger.com/index.php/Vtiger_CRM_5_Developer_Guide/VTLIB Though the module appears to have been created successfully I am getting the following error when I try to add a new record. ( ! ) WebServiceException: Permission to perform the operation is denied in C:\xampp\htdocs\dnbcrm\include\Webservices\Retrieve.php on line 30 Call Stack # Time Memory Function Location 1 0.0037 338824 {main}( ) ..\index.php:0 2 0.8090 21393040 include( 'C:\xampp\htdocs\dnbcrm\modules\TargetModule\Save.php' ) ..\index.php:693 3 0.8209 21498512 CRMEntity->save( ) ..\Save.php:21 4 0.9772 23107304 VTEventsManager->triggerEvent( ) ..\CRMEntity.php:859 5 0.9773 23107304 VTEventTrigger->trigger( ) ..\VTEventsManager.inc:118 6 1.0133 23415848 VTWorkflowEventHandler->handleEvent( ) ..\VTEventTrigger.inc:119 7 1.0218 23433280 VTEntityCache->forId( ) ..\VTEventHandler.inc:51 8 1.0218 23433600 VTWorkflowEntity->__construct( ) ..\VTEntityCache.inc:83 9 1.0218 23433992 vtws_retrieve( ) ..\VTEntityCache.inc:16

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  • Installing List Compenent on Sharepoint Server

    - by Tom
    I added the Sharepoint site to the 'Document Management' section in CRM with the List Components checked and it added it with no problem. Also when I navigate to the 'Documents' section under an account it shows up with the format of the List components. However, if i click on 'New' or 'Actions' I get the following error message: An Error has occured in the script on this page. Error: Access is denied URL: https://*serveraddress*/crmgrid/scripts/crmmenu.htc Do you want to continue running scripts on this page? I have ran the power script which added the MIME .htc extention to IIS. Does anyone know what might be wrong?

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  • Searching for online database software/cms

    - by ButterdBread
    I am searching for a software or CMS that manages and displays large online databases, as some kind of frontend to MySQL or any other database. It should be accessible through the browser, be as secure as possible (offering login). The data I'd like to store would be personal information such as name, adress and birthday - also I'd need to be able to add custom fields as well. Also forms and the possibility to download the data in an excel? table would be great. PHPmyadmin is not an option, it should be similar to a CRM but more closely adapted to managing database tables, searching for entries and filtering data. It should be possible to have many user accounts with different rights, with each of them being able to acces certain parts of the data and entering own data. Is there something out there, that might get close to what I imagine? I appreciate any help!

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  • CRM2011 - "The given key was not present in the dictionary"

    - by DJZorrow
    I am what you call a "n00b" in CRM plugin development. I am trying to write a plugin for Microsoft's Dynamics CRM 2011 that will create a new activity entity when you create a new contact. I want this activity entity to be associated with the contact entity. This is my current code: using System; using System.Collections.Generic; using System.Linq; using System.Text; using Microsoft.Xrm.Sdk; namespace ITPH_CRM_Deactivate_Account_SSP_Disable { public class SSPDisable_Plugin: IPlugin { public void Execute(IServiceProvider serviceProvider) { // Obtain the execution context from the service provider. IPluginExecutionContext context = (IPluginExecutionContext) serviceProvider.GetService(typeof(IPluginExecutionContext)); IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory)); IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId); if (context.InputParameters.Contains("Target") && context.InputParameters["target"] is Entity) { Entity entity = context.InputParameters["Target"] as Entity; if (entity.LogicalName != "account") { return; } Entity followup = new Entity(); followup.LogicalName = "activitypointer"; followup.Attributes = new AttributeCollection(); followup.Attributes.Add("subject", "Created via Plugin."); followup.Attributes.Add("description", "This is generated by the magic of C# ..."); followup.Attributes.Add("scheduledstart", DateTime.Now.AddDays(3)); followup.Attributes.Add("actualend", DateTime.Now.AddDays(5)); if (context.OutputParameters.Contains("id")) { Guid regardingobjectid = new Guid(context.OutputParameters["id"].ToString()); string regardingobjectidType = "account"; followup["regardingobjectid"] = new EntityReference(regardingobjectidType, regardingobjectid); } service.Create(followup); } } } But when i try to run this code: I get an error when i try to create a new contact in the CRM environment. The error is: "The given key was not present in the dictionary" (Link *1). The error pops up right as i try to save the new contact. Link *1: http://puu.sh/4SXrW.png (Translated bold text: "Error on business process") Thanks for any help or suggestions :)

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  • Google Apps Marketplace, les applications les plus téléchargées sont de plus en plus complexes : gestion de projet, CRM, ERP, finances

    Google Apps Marketplace, les applications les plus téléchargées Elles sont de plus en plus complexes : gestion de projet, CRM, ERP, finances Le dernier Marketplace en date de Google, la galerie d'applications professionnelles complémentaires des Google Apps (Google Docs, Google Site, Blogger, Gmail, Agenda, etc), est un succès. C'est en tout cas l'avis de Google qui communique aujourd'hui les premiers résultats significatifs depuis le lancement officiel de cette galerie. ...

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  • Can't get UpdateAttributeRequest to work

    - by dsabater
    I am trying to use the Metadata Web Service of Dynamics CRM to update the order of some picklist options using the UpdateAttributeRequest message. Though I get to change the attribute's DisplayName using the MergeLabels = false option, the picklist option values themselves seem immutable.

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  • How to auto-generate early bound properties for Entity specific (ie Local) Option Set text values?

    - by Daryl
    After spending a year working with the Microsoft.Xrm.Sdk namespace, I just discovered yesterday the Entity.FormattedValues property contains the text value for Entity specific (ie Local) Option Set texts. The reason I didn't discover it before, is there is no early bound method of getting the value. i.e. entity.new_myOptionSet is of type OptionSetValue which only contains the int value. You have to call entity.FormattedValues["new_myoptionset"] to get the string text value of the OptionSetValue. Therefore, I'd like to get the crmsrvcutil to auto-generate a text property for local option sets. i.e. Along with Entity.new_myOptionSet being generated as it currently does, Entity.new_myOptionSetText would be generated as well. I've looked into the Microsoft.Crm.Services.Utility.ICodeGenerationService, but that looks like it is mostly for specifying what CodeGenerationType something should be... Is there a way supported way using CrmServiceUtil to add these properties, or am I better off writing a custom app that I can run that can generate these properties as a partial class to the auto-generated ones? Edit - Example of the code that I would like to be generated Currently, whenever I need to access the text value of a OptionSetValue, I use this code: var textValue = OptionSetCache.GetText(service, entity, e => e.New_MyOptionSet); The option set cache will use the entity.LogicalName, and the property expression to determine the name of the option set that I'm asking for. It will then query the SDK using the RetrieveAttriubteRequest, to get a list of the option set int and text values, which it then caches so it doesn't have to hit CRM again. It then looks up the int value of the New_MyOptionSet of the entity and cross references it with the cached list, to get the text value of the OptionSet. Instead of doing all of that, I can just do this (assuming that the entity has been retrieved from the server, and not just populated client side): var textValue = entity.FormattedValues["new_myoptionset"]; but the "new_myoptionset" is no longer early bound. I would like the early bound entity classes that gets generated to also generate an extra "Text" property for OptionSetValue properties that calls the above line, so my entity would have this added to it: public string New_MyOptionSetText { return this.GetFormattedAttributeValue("new_myoptionset"); // this is a protected method on the Entity class itself... }

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  • Looking ahead at 2011-with Paul Greenberg

    - by divya.malik
    It is almost the end of 2010, rather unbelievable how fast this year has gone by. It is always interesting to read what our CRM gurus have to say about the coming year. So here is CRM luminary, Paul Greenberg’s  forecast for 2011. Mobile CRM growth accelerates. CRM and “Social” companies continue to integrate their capabilities as a few suites begin to emerge. Social “rankings”, as a measure of customer engagement, will become a standard public measure. Analytics exhibits the most significant growth of any area with Customer Insight apps leading the way. Marketing apps mature with social marketing becoming an integral part of the application offering. Customer service begins to redefine itself with greater emphasis on service communities, web self-service and customer knowledge capture. Knowledge management replaces enterprise content management as a core requirement for large businesses. Customer experience reasserts itself loudly as the core of CRM and SCRM - This one is kind of a no-brainer in a way. Co-creation and customer driven product innovation becomes more than just an advanced idea. Microsoft Azure emerges as a true cloud provider at the level of Amazon as cloud computing considers its rise to becoming a primary technology infrastructure. Application marketplaces will become commonplace as companies look to platform providers to fill ecosystem needs, not just CRM. I do encourage you to read the details of his forecasts, that are split into two blog posts. For Part I click here and for Part II, click here. Technorati Tags: oracle,siebel CRM,scrm,paul greenberg

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  • What ERP system should I choose?

    - by Zakaria
    Hi everybody, I want to learn an ERP system.I think the best one is SAP. But I noticed that many open source systems do exist. What is the best open source ERP that includes CRM? I found Ofbiz, OpenERP, OpenBravo, etc ... but I would really avoid testing them one by one ... What I need is a tool that can do what SAP ERP can do but for free. Thank you very much, Regards.

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  • Export contacts from ACT, Salesforce, Outlook, QuickBooks, etc.

    - by Mike Wallace
    What API's / SDK's / software tools are available to export contacts from popular CRM and accounting packages? What I'd like to do is offer an address book in my web application and have a button that says "Upload your contacts from X". The user could then click a few buttons and his contacts would be automagically uploaded from X. A company called Plaxo has a widget that does exactly what I am looking for, BUT: They only support a limited number of data sources (I am most interested in ACT, Salesforce, Outlook, and QuickBooks), and They only support e-mail addresses. I am most interested in street addresses ("123 Main St, Anywhere, CA, 90123")

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  • How to get notification of workflow errors?

    - by Greg McGuffey
    I am having issues were a workflow is stalled because there is an issue with sending an email (send email activity). Typically, this is simply solved by resuming the workflow. I'm wondering if there any way to react to a workflow error, so the user knows they need to go in and resume the workflow. I'm also wondering about this relative to a workflow that is attempting to assign a task to a user who no longer exists in the CRM or one that has an invalid email address, which I'm assuming would cause errors in workflows as well. Any other suggestions related to this sort if issue would be welcome. Thanks!

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  • How do I download an attachment from an annotation using client-side JScript?

    - by VVander
    I'm trying to provide a link to the attachment of a note through the client-side JScript. The standard MS-made Notes component does this through the following url: [serverurl]/[appname]/Activities/Attachment/download.aspx?AttachmentType=5&AttachmentId={blahblahblah}&IsNotesTabAttachment=1&CRMWRPCToken=blahblahblah&CRMWRPCTokenTimeStamp=blahblahblah The problem is that I don't know how to get the Token or TokenTimeStamp, so I'm receiving an Access Denied error ("form is no longer available, security precaution, etc"). The only other way I can think of doing this is through the OData endpoint, but that would at best get me a base64 string that I still would have translate into a filestream to give to the browser (all of which seems like it would take forever to implement/figure out). I've found a few other posts that describe the same thing, but no one has answered them: http://social.microsoft.com/Forums/en-US/crmdevelopment/thread/6eb9e0d4-0c0c-4769-ab36-345fbfc9754f/ http://social.microsoft.com/Forums/is/crm/thread/45dabb6e-1c6c-4cb4-85a4-261fa58c04da

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  • Appointment scheduling web service ?

    - by Tal Galili
    Hi all. I am looking for a web service that can allow me to publish an online calendar in which I offer open time slots - and then clients can fill in when they would like to come. And if a time is taken by one client, another won't be able to take it. What services can offer this? Thanks.

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  • Why can'i I sent emails from vtiger?

    - by lbownik
    I have configured an outgoing and incomign mail box settings in vtiger 5.04. I created a new marketing campain, added a contanct (lead) to it and try to send e-mail to that contact. When I clisk "send" I get "Please check the current user mailid. It should be a valid mailid to send Emails". But I configured everything!!! HELP!!!!

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  • Why can't I sent emails from vtiger?

    - by lbownik
    I have configured an outgoing and incoming mail box settings in vtiger 5.04. I created a new marketing campain, added a contanct (lead) to it and try to send e-mail to that contact. When I click "send" I get: Please check the current user mailid. It should be a valid mailid to send Emails". But I configured everything!

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  • Google Apps or similar that supports shared inboxes?

    - by CarlG
    I'd really love for my small business to migrate to Google Apps, mostly for the email. However, the big roadblock for me is the lack of any sort of shared inbox support (sales@... support@...) that would let multiple salespeople or support reps handle the incoming messages to the shared inbox in a consistent, graceful manner. Any recommendations for a similar service, or any add-on services to Google Apps that allows this?

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  • Fusion CRM Release 7 RCDs and TOIs Now Available!

    - by Richard Lefebvre
    Fusion CRM Release 7 Release Content Documents (RCD) and Transfer of Information (TOI) presentations are now available. In addition, you can find 245 new or changed product features for Release 7 on Oracle Product Features. All the new RCDs and TOIs can be found on the Fusion Learning Center: Customer Relationship Management TOIs - Customer Center, Define Segmentation Strategy, Enterprise Contracts, Oracle Social Network, Sales, and Territory Management Business Process Model (BPM) RCDs - Customer Service, Marketing, Order Fulfillment, and Sales Financials BPM RCDs - Asset Lifecycle Management, Cash and Treasury Management, and Financial Control and Reporting Human Capital Management TOIs - Workforce Development, Compensation, Benefits, Worker Performance, Workforce Profiles, Enterprise Structures, Talent Review, Manage Transaction and Batch Processing, Delete HCM Storage Data, and Load Batch Data BPM RCDs - Compensation Management, Enterprise Information Management, Workforce Deployment, and Workforce Development Procurement TOI - Requisitions BPM RCD - Procurement Project Portfolio Management TOIs - Project Resources, Evaluate and Assign Resources, Maintain Resource Assignments, Manage Resource Demand, Manage Resource Supply, Manage Resource Utilization and Analytics, Project Management, Set Up Project Management BPM RCD - Project Management Supply Chain Management TOIs - Manage New Product Definition and Approval, Manage Product Change Orders, Product Hub, Define Item Class BPM RCDs - Materials Management and Logistics, Product Management and Supply Chain Planning Partners and customers can access the content from the following locations: Partner access: BPM RCDs and TOIs Oracle Partner Network Fusion Learning Center New Feature RCDs Oracle Product Features Customer access: TOIs My Oracle Support (Note:1528594.1) BPM RCDs My Oracle Support (Note:1559828.1) New Feature RCDs Oracle Product Features

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  • How can I get non-programmer colleagues on board with bespoke software rather than Dynamics CRM + Sharepoint?

    - by Bendos
    I am working with a company which designs and builds one-off machines. They have been 'dabbling' with hosted Dynamics CRM and Sharepoint (on different servers!) in an attempt to centralise their data and help colleagues collaborate more effectively across projects. They haven't used either system to their potential. Now we are looking at the engineering department who already use a form of version control software for the various CAD files (Autodesk Vault) however it is becoming increasingly necessary to implement more of a generic file version control system as they use many more files than can be managed in Vault (sometimes just photos or scans of paper documents), hence why they were looking at using Sharepoint. However... as the 'programmer' of the bunch, I can see several scenarios which don't seem to fit well with the Dynamics + Sharepoint approach; simple reports based on cross-table queries, exporting certain metrics as a spreadsheet, defining project hierarchies and many-many relationships, and as such I have been pushing for an in-house developed 'ECM' / 'ERP' software package (perhaps in .NET or php). Some colleagues seem to attach a greater value to the MS software (perhaps becuase it has a logo!) but don't see that it's just a framework, not a solution. Can anyone provide a good example of when custom software would actually be better than using Dynamics + Sharepoint and how do I relate that to non-technical staff?

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  • Good way to allow people to select a lot of things?

    - by jphenow
    I'm using jQuery, ASP.NET, SQL Server, and the other usual suspects to design a company CRM. After they put in contact info, notes, dates, places and so forth they have to be able to select many different people to be "CC'ed." A group of people will be required to be one either "CC'ed" or "ToDo." The rest of the people can be nothing or "CC" or "ToDo." Currently we have it set up as a huge databind to templates with radio buttons for each option. Looks like shit. Anyone have any suggestions? I'd like to use a template with a datasource and have a good way to retrieve their answers and use them. I'm leaning jQuery direction but like I said I'll need there to be up to 3 possible options for the people. This is going to be all opinion so I'm just looking for options. Just to re-clarify, this concept is similar to email but I don't want them to have to type anything in as it is a set group of names that they're allowed to select from. Looking for quick simple and pretty. somewhere in the range of 120 names.

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  • Why am I getting this error in the logs?

    - by Matt
    Ok so I just started a new ubuntu server 11.10 and i added the vhost and all seems ok ...I also restarted apache but when i visit the browser i get a blank page the server ip is http://23.21.197.126/ but when i tail the log tail -f /var/log/apache2/error.log [Wed Feb 01 02:19:20 2012] [error] [client 208.104.53.51] File does not exist: /etc/apache2/htdocs [Wed Feb 01 02:19:24 2012] [error] [client 208.104.53.51] File does not exist: /etc/apache2/htdocs but my only file in sites-enabled is this <VirtualHost 23.21.197.126:80> ServerAdmin [email protected] ServerName logicxl.com # ServerAlias DocumentRoot /srv/crm/current/public ErrorLog /srv/crm/logs/error.log <Directory "/srv/crm/current/public"> Order allow,deny Allow from all </Directory> </VirtualHost> is there something i am missing .....the document root should be /srv/crm/current/public and not /etc/apache2/htdocs as the error suggests Any ideas on how to fix this UPDATE sudo apache2ctl -S VirtualHost configuration: 23.21.197.126:80 is a NameVirtualHost default server logicxl.com (/etc/apache2/sites-enabled/crm:1) port 80 namevhost logicxl.com (/etc/apache2/sites-enabled/crm:1) Syntax OK UPDATE <VirtualHost *:80> ServerAdmin [email protected] ServerName logicxl.com DocumentRoot /srv/crm/current/public <Directory /> Options FollowSymLinks AllowOverride None </Directory> <Directory /srv/crm/current/public/> Options Indexes FollowSymLinks MultiViews AllowOverride None Order allow,deny allow from all </Directory> ErrorLog ${APACHE_LOG_DIR}/error.log # Possible values include: debug, info, notice, warn, error, crit, # alert, emerg. LogLevel warn CustomLog ${APACHE_LOG_DIR}/access.log combined </VirtualHost>

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  • Distributed Message Ordering

    - by sbanwart
    I have an architectural question on handling message ordering. For purposes of this question, the transport is irrelevant, so I'm not going to specify one. Say we have three systems, a website, a CRM and an ERP. For this example, the ERP will be the "master" system in terms of data ownership. The website and the CRM can both send a new customer message to the ERP system. The ERP system then adds a customer and publishes the customer with the newly assigned account number so that the website and CRM can add the account number to their local customer records. This is a pretty straight forward process. Next we move on to placing orders. The account number is required in order for the CRM or website to place an order with the ERP system. However the CRM will permit the user to place an order even if the customer lacks an account number. (For this example assume we can't modify the CRM behavior) This creates the possibility that a user could create a new customer, and place an order before the account number gets updated in the CRM. What is the best way to handle this scenario? Would it be best to send the order message sans account number and let it go to an error queue? Would it be better to have the CRM endpoint hold the message and wait until the account number is updated in the CRM? Maybe something completely different that I haven't thought of? Thanks in advance for any help.

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  • Forrester- The Right Customer Experience Strategy

    - by Divya Malik
    I am blogging from a warm, sunny NYC today. We are here, sponsoring and attending Forrester's Customer Experience Forum 2011. Customer Experience Management has been a key area of focus for us in CRM. Our VP of CRM and eCommerce Product Marketing Kirk Mosher will be the first presenter of the Day (Tuesday morning at 7.30 am) with a breakfast session titled "Winning With A Superior Cross-Channel Customer Experience" . We are also showcasing some exciting new demos across our CRM and Commerce product lines in the areas of Integrated Sales and Marketing, Multi-Channel Commerce and Integrated Outlook and Mobile solutions on the demo floor. For those of you who are attending, do stop by, and see the latest in CRM innovations from Oracle, and talk to some experienced sales consultants. You can find more information about Oracle's CRM solutions here.  

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