Yet Another MS Dynamics CRM blog

Hi, I was copying the result of a query on a large table in SQL database and on pasting those in Excel 2010 Beta, this is the message I found : This message can appear due to one of the following: The file contains more than 1,048,576 rows or 16,384 columns. To fix this problem, open the source file in a text editor such as Microsoft Word. Save the source file as several smaller files that conform to this row and column limit, and then open the smaller files in Microsoft Excel. If the source data cannot be opened in a text editor, try importing the data into Microsoft Access, and then exporting subsets of the data from Access to Excel. The area that you are trying to paste the tab-delineated data into is too small. To fix this problem, select an area in the worksheet large enough to accommodate every delimited item. • Excel cannot exceed the limit of 1,048,576 rows and 16,384 columns. • By default, Excel places three worksheets in a workbook file. Each worksheet can contain 1,048,576 r...

If you know the typical MS CRM sales module flow, it starts from Lead and Customers and flows through Opportunity, Quote, Order and Invoice, You might have noticed there are Existing and WriteIn products in Quote/Order/Invoice but no so in Opportunity. This means we can not define write in products at the opportunity which can be pulled across when quote is generated out of it, and then this quote is subsequently converted to order and then invoice. There is a supported way to implement WriteIn products functionality in MS CRM, here is the technical approach; 1) Create a custom opportunity-writein-products entity just like quoteproducts,orderproducts entities (The basic difference I found between opportunityproduct and quoteproduct or orderproduct is that the relationship with products is a system required in case of the former while no constraint in the later two. 2) One you have created that custom opportunity-writein-products entity, it shall appear as link in left nav of opportunit...

You have to create incidentresolution entity object and also then execute a CloseIncidentRequest, sample code looks like this: incidentresolution objJobResolution = new incidentresolution(); objJobResolution.incidentid = new Lookup(); objJobResolution.incidentid.type = "incident"; objJobResolution.incidentid.Value = ; // Job id objJobResolution.subject = "subject"; try { objCrmService.Create(objJobResolution); CloseIncidentRequest closeJob = new CloseIncidentRequest(); closeJob.IncidentResolution = objJobResolution; closeJob.Status = 5; CloseIncidentResponse resp = (CloseIncidentResponse)objCrmService.Execute(closeJob); } catch (System.Web.Services.Protocols.SoapException soapEx) { continue; }

By default, Queue area is only available on the Workplace tab in MS CRM, sometimes it becomes a pain to go to workplace tab click on queue and then go back to the tab where you were. Here is a simple way to add Queue area on any tab or elsewhere, just update the sitemap or isv config and add the Queue area link to it, which is : http:// your server / organization name //workplace/home_workplace.aspx

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Hi, These are some urls or paths you can make use of while creating custom applications integrated with Microsoft CRM New Note, related entity field is mandatory http://mscrm:5555/SaurinTestBase/notes/edit.aspx?pType=1 New Attachment http://mscrm:5555/SaurinTestBase/notes/edit.aspx?hideDesc=1&pType=1 Advanced Find http://mscrm:5555/SaurinTestBase/AdvancedFind/AdvFind.aspx

I got this problem of import of subject being successful but not appearing in the subject list, I googled to find out an important technique to do it: Original reference: http://rc.crm.dynamics.com/rc/regcont/en_us/live/help/ts_import.htm When I import subjects, why don't they appear in the list of subjects? For imported subjects ( Categories used in a hierarchical list to correlate and organize information. Subjects are used in the subject tree to organize products, sales literature, and knowledge base articles. ) to be visible, the import source file must contain a column that maps to the Feature Mask attribute. The Feature Mask attribute determines whether the subject will be displayed in the subject tree. If Feature Mask is set to 1, the subject will be displayed. If it is empty or set to 0, the subject will not be displayed. To build the subject hierarchy in the subject tree, you map the column in the source file that contains the title of the parent subject to the Parent Sub...