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  • Creating Filter for my Associated View

    - by Hooman
    Senario: Open an account in CRM 2011 beta and click on activities on the left navigation pane, you will now see activities of the selected account and now have two filter drop down lists on the top which allow you to view activities of the account or sub accounts of this account. Is this filter drop downs something customizable or is it a feature only available for system entities (like acitivity)? Is this functionality provided because Activity entity have N:1 relationship with Type of Behavior = System? can we provide the same or similar functionality by using Type of behavior = Parental!?!? Thx

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  • How to access CRM 4.0 settings programmatically?

    - by Shaamaan
    Some of the plugins I wrote (re)calculate various prices, and I used Math.Round to keep results accurate with the default 2 digit setting in CRM. But I figured... what if a user decides to set his CRM to use a different precision? So, I need to access the CRM settings programmatically, so that my functions can work with whatever setting the user chooses. How would I go about accessing the General (and, possibly, other) CRM settings from my code?

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  • Retrieving a single Guid in CRM 4.0

    - by user1746560
    I'm new to CRM (version 4.0) and i'm trying to return a 'yearid' guide based on a given year (which is also stored in the entity).So far i've got: public static Guid GetYearID(string yearName) { ICrmService service = CrmServiceFactory.GetCrmService(); // Create the query object. QueryExpression query = new QueryExpression("year"); ColumnSet columns = new ColumnSet(); columns.AddColumn("yearid"); query.ColumnSet = columns; FilterExpression filter = new FilterExpression(); filter.FilterOperator = LogicalOperator.And; filter.AddCondition(new ConditionExpression { AttributeName = "yearName", Operator = ConditionOperator.Equal, Values = new object[] { yearName} }); query.Criteria = filter; } But my questions are: A) What code do in addition to this to actually store the Guid? B) Is using a QueryExpression the most efficient way to do this?

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  • Business Units vs Teams in CRM 2011

    - by GuruJ
    I've been told a few times that Business Units in CRM 2011 are "tricky" and shouldn't be set up lightly since they have irreversible consequences for a CRM 2011 implementation. On the other hand, teams in CRM 2011 seem much more flexible in managing record security. For what reason would I still choose to set up Business Units in CRM 2011? What can I do with Business Units that I can't with Teams (and vice versa)?

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  • Microsoft lance Dynamics NAV 2013, son ERP dédié aux PME-PMI se veut « plus rapide, plus intuitif et plus évolutif »

    Microsoft lance Dynamics NAV 2013 Son ERP dédié aux PME-PMI : plus rapide, plus intuitif, plus évolutif Microsoft a annoncé hier le lancement de son progiciel de gestion, Dynamics NAV 2013. Son but est, pour reprendre les mots de l'éditeur, « d'offrir aux entreprises françaises des solutions toujours plus simples, plus facile à utiliser et plus rapide » pour soutenir leurs activités. « C'est une solution ERP particulièrement centrée sur le client final », ajoute Virginie-Marie Garlasain, Chef de produit Microsoft Dynamics ERP chez Microsoft France En plus des fonctions déjà présentes dans la version précédente Dynamics NAV 2009 - telles que la gestion ...

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  • Trace directory not defined error in MS Dynamics CRM 4.0

    - by dmcollie
    I'm getting the following event log entry when I turn on tracing in CRM using the Crm Diagnostics Tool. Any ideas why it's not picking up the correct directory to place the files? CrmTrace encountered a failure creating or opening the file named C:\Program Files\Microsoft Dynamics CRM\Trace\CRM-SERVER-CrmAsyncService-bin-20091106-1.log. (Reporting Process:CrmAsyncService, AppDomain:C:\Program Files\Microsoft Dynamics CRM\Server\bin) TIA.

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  • Unable to add users to Microsoft Dynamics CRM 4.0 after database restore

    - by Wes Weeks
    Working with a client in our Multi-tenant CRM environment who was doing a database migration into CRM and as part of the process, a backup of their Organization_MSCRM database was taken just prior to starting the migration in case it needed to be restored and run a second time. In this case it did, so I restored the database and let the client know he should be good to go.  A few hours later I received a call that they were unable to add some new users, they would appear as available when using the add multiple user wizard, but anyone added would not be added to CRM.  It was also disucussed that these users had been added to CRM initally AFTER the database backup had been taken. I turned on tracing and tried to add the users through both the single user form and multiple user interface and was unable to do so.  The error message in the logs wasn't much help: Unexpected error adding user [email protected]: Microsoft.Crm.CrmException: INVALID_WRPC_TOKEN: Validate WRPC Token: WRPCTokenState=Invalid, TOKEN_EXPIRY=4320, IGNORE_TOKEN=False Searching on Google or bing didn't offer any assitance.  Apparently not a very common problem, or no one has been able to resolve. I did some searching in the MSCRM_CONFIG database and found that their are several user tables there and after getting my head around the structure found that there were enties here for users that were not part of the restored DB.  It seems that new users are added to both the Orgnaization_MSCRM and MSCRM_CONFIG and after the restore these were out of sync. I needed to remove the extra entries in order to address.  Restoring the MSCRM_CONFIG database was not an option as other clients could have been adding users at this point and to restore would risk breaking their instances of CRM.  Long story short, I was finally able to generate a script to remove the bad entries and when I tried to add users again, I was succesful.  In case someone else out there finds themselves in a similar situation, here is the script I used to delete the bad entries. DECLARE @UsersToDelete TABLE (   UserId uniqueidentifier )   Insert Into @UsersToDelete(UserId) Select UserId from [MSCRM_CONFIG].[dbo].[SystemUserOrganizations] Where CrmuserId Not in (select systemuserid from Organization_MSCRM.dbo.SystemUserBase) And OrganizationId = '00000000-643F-E011-0000-0050568572A1' --Id From the Organization table for this instance   Delete From [MSCRM_CONFIG].[dbo].[SystemUserAuthentication]   Where UserId in (Select UserId From @UsersToDelete)   Delete From [MSCRM_CONFIG].[dbo].[SystemUserOrganizations] Where UserId in (Select UserId From @UsersToDelete)   Delete From [MSCRM_CONFIG].[dbo].[SystemUser] Where Id in (Select UserId From @UsersToDelete)

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  • Find related field in Dynamics AX

    - by DAXShekhar
    static void findRelatedFieldId(Args _args) {     SysDictTable    dictTable = new SysDictTable(tablenum(InventTrans));     int             i,j;     SysDictRelation dictRelation;     TableId         externId = tablenum(SalesLine);     IndexId         indexId;     ; // Search the explicit relations     for (i = 1; i <= dictTable.relationCnt(); ++i)     {         dictRelation = new SysDictRelation(dictTable.id());         dictRelation.loadNameRelation(dictTable.relation(i)); // If it is a 'relation' then you use externTable(), but for extended data types you use table() (see next block).         if (SysDictRelation::externId(dictRelation) == externId)         {             for (j =1; j <= dictRelation.lines(); j++)             {                 info(strfmt("%1", dictRelation.lineExternTableValue(j)));                 info(fieldid2name(dictRelation.externTable(),dictRelation.lineExternTableValue(j)));             }         }     }     info(strfmt("%1", dictRelation.loadFieldRelation(fieldnum(InventTrans, InventTransId)))); }

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  • Custom Team Build Template for Microsoft Dynamics NAV in TFS 2010

    - by ssmantha
    To cook this recipe you need the following ingredients: 1) An installation of TFS 2010 Team Build Service on a server 2) Visual Studio 2010 for cooking 3) Use the following Hints on the web: a)  http://www.codeproject.com/KB/library/AutoupateNAV.aspx – use this wrapper to perform the basic tasks b) http://www.richard-banks.org/2010/11/how-to-build-linux-code-with-tfs-2010.html – for ideas on how to customize the build templates   And finally lot of patience and luck, took me about 120 failed builds to get the first one right!!   Please feel free to ask questions, I would be happy to help!!

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  • Newton Game Dynamics: Making an object not affect another object

    - by Boreal
    I'm going to be using Newton in my networked action game with Mogre. There will be two "types" of physics object: global and local. Global objects will be kept in sync for everybody; these include the players, projectiles, and other gameplay-related objects. Local objects are purely for effect, like ragdolls, debris, and particles. Is there a way to make the global objects affect the local objects without actually getting affected themselves? I'd like debris to bounce off of a tank, but I don't want the tank to respond in any way.

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  • Updated Payroll Tax Liability Formula for Dynamics GP

    - by Ryan McBee
    Prior to the latest Payroll Update for Great Plains, you could do an audit check of the Payroll Tax Liability GP calculation by simply taking Federal Tax Witholding + Fica Medicare Withholding times 2 + Fica SSN times 2.  As you probably know by now, the Employers portion of FICA is 6.2% and the Employers portion has been reduced to 4.2%. However, I have had a number of clients contact me and say this formula is no longer applicable and have asked for a revised formula.  The new formula is described below and ties out to a sample Payroll Run using Fabrikam.   As you can see from above, the prior formula is not applicable and the new audit check is as follows; Federal Tax WH  $                  6,655.17   Employee Medicare  $                     408.47   Employees SS  $                  1,746.54   Employer Medicare  $                     408.47   Employer SS  $                  1,746.55 (FICA Owned – FICA Medicare WH)       Total Tax Liability  $               10,965.20   I have talked with Microsoft and at this time, they have no intent on modifying the report to split out the employer (6.2%) and employee (4.2%) FICA portions.

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  • Flow Fields in Dynamics NAV

    - by T
    I don’t know the exact business reason but someone asked how to identify all sales shipping orders with any negative quantities on them.  They needed to print these separately from the shipments that only have all positive quantities. Here is one way to solve this problem In NAV, open Sales Shipment Header Add a field of type Boolean (The field type should match the value you expect to return from the flow field method.  In this case we will use an exist so we expect a bool but we could have used a Sum, Average, Min, Max, Count, or a Lookup to return a value). Define it as a flow field and click on the ellipse next to CalcFormula Now [Has Negative Qty] is false if no negatives exist And [Has Negative Qty] and true if a negative exist So it is ready to be used as a filter on the report. Don’t forget that if you are using it in code, you may need to CalcFields. Hope that helps.  If you really can’t afford the field in your header, you can use code to check the lines for a negative value each time and use a skip or break function to skip that header record but it seems expensive to check them all if you only want a few to print. Please let me know if you think of a better solution.

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  • 2D Game Development dynamics in c++ [on hold]

    - by novice
    I am new to developing computer graphic applications in c++ using OpenGl. I want to develop games but I really am facing problems when it comes to understanding concepts like trajectory, collisions, gravity and also the use of various physics engines that are available. when i search the internet I kind of get lost because they aren't for beginners like me. There is some hardcore mathematics, physics and coding involved. I need to pick the concepts that are mostly needed in game dev like trajectory, collision etc. Any good tutorials that can help me out in picking these concepts from the start.

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  • Leveraging ERP Investments with EPM and BI Solutions

    - by john.orourke(at)oracle.com
    Now that many organizations have implemented ERP systems to automate and integrate their operational processes, IT investments are beginning to shift to the management systems i.e. EPM and BI tools and applications that integrate data from multiple transactional systems.  These solutions automate and integrate the management processes and enable organizations to achieve "management excellence" becoming smarter, more agile and more aligned than their competitors.  In fact the results of a recent IDC survey indicate that "Organizations that have implemented performance management more broadly are nearly four times more likely to be among the most competitive organizations in their industry."  One example of an organization that is leveraging their ERP investments with Oracle EPM and BI solutions is General Dynamics.  The Business Intelligence Collaborative (BIC) group within General Dynamics' IT organization assists various business units with the implementation, application support, and application hosting for their Business Intelligence and Enterprise Performance Management Applications.  Attend the Oracle Virtual Trade Show "Spotlight on Customer Success" on February 3rd to hear the details of how General Dynamics is using Oracle Essbase, Hyperion Planning, and Oracle BI to improve their planning, reporting and analysis processes and leverage their investments in Oracle E-Business Suite and other operational systems.   During the event, you can also hear about the latest developments and plans for Oracle Applications products, as well as what's coming with Oracle Fusion Applications. Here's a link to the Virtual Trade Show event overview and registration page.  The event runs from 8AM - 1PM PST/11AM - 4PM EST, and the EPM session is 10:30 - 11AM PST/1:30 - 2PM EST.    http://event.on24.com/event/26/79/15/rt/opFb.html?partnerref=internal I hope you'll join us on February 3rd!  

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  • Where does one enter the JavaScript code in CRM Dynamics?

    - by Konrad Viltersten
    I've started to play with CRM Dynamics yesterday so this question should be seen as a very basic one. I've been coding for many years but CRM D is news to me. Apparently, one is supposed to be able to enter JavaScript code to customize the behavior of the application. I've understood that there's an API for that and that touching DOM directly or playing with jQuery is a no-no. Question: Where is the JS-code supposed to be entered? I've gone through all the menus but as far I can see, there's no spot where I could plug-in my custom code. E.g.: Where do I get to define a validation for the last name of a contact currently being defined?

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  • Dynamics CRM error "A currency is required if a value exists in a money field" after converting Acti

    - by Evgeny
    We have a Dynamics CRM 4.0 instance with some custom attributes of type "money" on the Case entity and on all Activity entities (Email, Phone Call, etc.) When I use the built-in "Convert Activity to Case" functionality I find that the resulting Case does not have a Currency set, even if the Activity it was created from does have it. Whenever the case is opened the user then gets this JavaScript error: A currency is required if a value exists in a money field. Select a currency and try again. This is extremely annoying! How do I fix it? Is there any way I can set the currency? It needs to be done synchronously, because the Case is opened immediately when it's created from an Activity. So even if I started a workflow to set the currency the user would still get that error at least once. Alterntatively, can I just suppress the warning somehow? I don't really care about setting the Currency, I just want the error gone. Thanks in advance for any help!

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  • Why won't my styles show in a Dynamics CRM 4 IFRAME?

    - by Dan Crowther
    I have created a web page (ASP.NET) that includes a stylesheet to mimic Dynamics CRM styles. This is to be used in a CRM IFRAME (within a form). The stylesheet is referenced as follows: <head id="Head1" runat="server"> <link href="Styles.css" rel="stylesheet" type="text/css" /> </head> When I load the page in Visual Studio, all is well. When I load it in CRM, none of the styles are shown and no images are displayed. If I browse directly to the image, I get a 404 error. However, the pages function correctly. I have set read permissions for "Everyone" on the server to see if that was causing a problem but it didn't help. I also tried putting a plain HTML page in the folder and that won't load either - again a 404. The page is installed in the ISV folder ..../isv/MyProject. Can anyone help? EDIT This is on a multi-tenancy system. On my test company (testcompany) if I browse to http://crm/testcompany/isv/MyProject/MyPage.aspx, the page is loaded (without styles and images). If I browse to http://crm/testcompany/isv/MyProject/TestImage.gif, the image is not shown. If I browse to http://crm/isv/MyProject/TestImage.gif, the image is shown. Does this suggest a problem with the server setup and the way CRM messes around with virtual directories?

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  • Are applications optimized for XenApp?

    - by damitamit
    Our IT dept are about to deploy virtualized apps using Citrix XenApp. One of these apps will be Dynamics AX 4.0 SP2, a ERP client (which I develop on). They have supposedly reached a roadblock because an external 'Dynamics AX Consultant' has told our IT Dept that Dynamics 4 will not work optimally on Citrix and will run very slow because it is not optimized for Citrix. We have it running in a Test environment now and seems ok. They have been told that the only 'solution' is to upgrade to Dynamics AX 2009 where supposedly this problem as been fixed. (not a small task for my team!) When I heard about this, I was quite surprised. From my brief knowledge of Citrix, I thought it would be application independent. How does the citrix app virtualization work, in that a particular app would work better than others on citrix? Would the speed of the virtualized app not just depend on the resources/network connection the citrix server has? FYI, Dynamics AX is a 3-tier client/server system, so the client will be accessing a AOS application server, which then accesses the database. Please enlighten me :)

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  • Microsoft CRM Dynamics Install

    - by Pino
    Trying to install CRM4.0 on Windows Small Business Server. We get through the isntall process (Setting up database, website, AD etc) when we clikc install though the following error is dumped to the log file, anyone point us in the right directon? 13:49:07| Info| Win32Exception: 1635 13:49:07| Error| Failed to revoke temporary database access.System.Data.SqlClient.SqlException: Cannot open database "MSCRM_CONFIG" requested by the login. The login failed. Login failed for user 'SCHIP\administrator'. at System.Data.SqlClient.SqlInternalConnection.OnError(SqlException exception, Boolean breakConnection) at System.Data.SqlClient.TdsParser.ThrowExceptionAndWarning(TdsParserStateObject stateObj) at System.Data.SqlClient.TdsParser.Run(RunBehavior runBehavior, SqlCommand cmdHandler, SqlDataReader dataStream, BulkCopySimpleResultSet bulkCopyHandler, TdsParserStateObject stateObj) at System.Data.SqlClient.SqlInternalConnectionTds.CompleteLogin(Boolean enlistOK) at System.Data.SqlClient.SqlInternalConnectionTds.AttemptOneLogin(ServerInfo serverInfo, String newPassword, Boolean ignoreSniOpenTimeout, Int64 timerExpire, SqlConnection owningObject) at System.Data.SqlClient.SqlInternalConnectionTds.LoginNoFailover(String host, String newPassword, Boolean redirectedUserInstance, SqlConnection owningObject, SqlConnectionString connectionOptions, Int64 timerStart) at System.Data.SqlClient.SqlInternalConnectionTds.OpenLoginEnlist(SqlConnection owningObject, SqlConnectionString connectionOptions, String newPassword, Boolean redirectedUserInstance) at System.Data.SqlClient.SqlInternalConnectionTds..ctor(DbConnectionPoolIdentity identity, SqlConnectionString connectionOptions, Object providerInfo, String newPassword, SqlConnection owningObject, Boolean redirectedUserInstance) at System.Data.SqlClient.SqlConnectionFactory.CreateConnection(DbConnectionOptions options, Object poolGroupProviderInfo, DbConnectionPool pool, DbConnection owningConnection) at System.Data.ProviderBase.DbConnectionFactory.CreateNonPooledConnection(DbConnection owningConnection, DbConnectionPoolGroup poolGroup) at System.Data.ProviderBase.DbConnectionFactory.GetConnection(DbConnection owningConnection) at System.Data.ProviderBase.DbConnectionClosed.OpenConnection(DbConnection outerConnection, DbConnectionFactory connectionFactory) at System.Data.SqlClient.SqlConnection.Open() at Microsoft.Crm.CrmDbConnection.Open() at Microsoft.Crm.Setup.Database.SharedDatabaseUtility.DeleteDBUser(String sqlServerName, String databaseName, String user, CrmDBConnectionType connectionType) at Microsoft.Crm.Setup.Server.RevokeConfigDBDatabaseAccessAction.Do(IDictionary parameters) 13:49:07| Error| HResult=80004005 Install exception.System.Exception: Action Microsoft.Crm.Setup.Server.MsiInstallServerAction failed. --- System.ComponentModel.Win32Exception: This update package could not be opened. Verify that the update package exists and that you can access it, or contact the application vendor to verify that this is a valid Windows Installer update package at Microsoft.Crm.Setup.Common.Utility.MsiUtility.InstallProduct(String packagePath, String commandLine) at Microsoft.Crm.Setup.Server.MsiInstallServerAction.Do(IDictionary parameters) at Microsoft.Crm.Setup.Common.Action.ExecuteAction(Action action, IDictionary parameters, Boolean undo) --- End of inner exception stack trace --- at Microsoft.Crm.Setup.Common.Action.ExecuteAction(Action action, IDictionary parameters, Boolean undo) at Microsoft.Crm.Setup.Common.Installer.Install(IDictionary stateSaver) at Microsoft.Crm.Setup.Common.ComposedInstaller.InternalInstall(IDictionary stateSaver) at Microsoft.Crm.Setup.Common.ComposedInstaller.Install(IDictionary stateSaver) at Microsoft.Crm.Setup.Server.ServerSetup.Install(IDictionary data) at Microsoft.Crm.Setup.Server.ServerSetup.Run() 13:49:07| Info| Microsoft Dynamics CRM Server install Failed. 13:49:07| Info| Microsoft Dynamics CRM Server Setup did not complete successfully. Action Microsoft.Crm.Setup.Server.MsiInstallServerAction failed. This update package could not be opened. Verify that the update package exists and that you can access it, or contact the application vendor to verify that this is a valid Windows Installer update package

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  • Dynamics CRM 4.0 Access Audit?

    - by Dan
    In Microsoft Dynamics CRM 4.0, is there any way to audit what records were viewed by a particular individual at what time without any special plugins? If you need a plugin, can you install the plugin and then look at past data?

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  • Microsoft dévoile Dynamics CRM "5", la CTP 3 de sa future solution de gestion de relation client plu

    Mise à jour du 29/03/10 Microsoft dévoile Dynamics CRM 5 La CTP 3 de sa future solution de gestion de la relation client plus simple d'utilisation et plus sécurisée Microsoft vient de lancer la troisième community technology preview (CTP 3) de la prochaine version de son logiciel de gestion de relation client : Dynamics CRM. Baptisé «CRM 5», cette CTP est destinée en priorité aux développeurs d'applications et aux pertenaires «à haute valeur ajoutée», pour reprendre l'expression du blog de l'équipe de Microsoft Dynamics CRM Blog. Bien qu'il s'agisse d'un nom de code, «CRM 5» pourrait bien être le nom définitif du...

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  • Microsoft offre 30 jours d'essai gratuit à Dynamics CRM Online pour marquer son « retour en force » dans les CRM

    Dynamics CRM Online : le retour en force du CRM de Microsoft Microsoft propose une version d'essai gratuite de 30 jours Les TechDays 2011 ont été l'occasion pour Développez.com de retrouver Sophie Jacquet, Chef de produit Microsoft, pour faire le point sur Dynamics CRM. Microsoft Dynamics CRM s'offre en effet une nouvelle jeunesse avec la sortie de sa version 2011 et surtout une version SaaS, baptisée « Dynamics CRM Online », lancée avant la version sur site. Une chronologie qui confirme le virage stratégique Cloud Computing pris par Microsoft et affiché lors de ces TechDays. Destinée à améliorer la productivité des services commerciaux, la nouvelle versio...

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  • Remote access to Microsoft Dynamics NAV (C/Side) with native non-SQL database

    - by Joannes Vermorel
    I am facing a company that have a fairly recent Microsoft Dynamics NAV (C/Side) setup that comes with a non-SQL storage system called the native database server. I would need to be remotely connect to this database, and perform what would equate to SQL queries with very modest needs (no join, no complex filtering). I am rather ignorant of this technology, does someone knows to how make remote queries to this ERP?

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  • Microsoft dévoile Dynamics AX 2012 R2, la prochaine évolution majeure de sa plateforme ERP sortira le 1er décembre

    Microsoft dévoile Dynamics AX 2012 R2 la prochaine évolution majeure de son outil ERP sortira le 1er décembre À l'occasion de la Dynamics AX Technical Conference 2012, Microsoft a présenté Dynamics AX 2012 R2, la prochaine évolution majeure de sa solution ERP (Enterprise Resource Planning). Cette version mettra à la disposition des clients dans 36 pays du monde (dont 11 nouveaux pays) des nouvelles fonctionnalités et outils dont ils ont besoin pour être plus agiles et améliorer leur gestion centralisée. Dynamics AX 2012 R2 a été développé essentiellement autour d'une meilleure prise en charge des capacités de chaque secteur d'activité. Ainsi, les entreprises industrielles auront de...

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