Yet Another MS Dynamics CRM blog

Hi, Imagine you are working on a project where the client's business has hundreds of products such as a Telecommunication company. When you ask for a list of products they deal with, they give you lengthy brocures with rates, tariffs etc. How would you go about transforming those flashy brochures into MS CRM Products with different categories, product lines, price bundles etc. Here I describe a step by step technique to import your whole Product Catalog that includes Units, Unit Groups, Products and Pricelists. > Gather a list of all possible categories, types, map those into one or more MS CRM fields on Product entity : example  Product Type, Subject etc. * Subject can be really useful in terms of grouping products for Knowledge base articles and Cases are you would generate Cases for select Product; and Sales Literature categoriazation. > List down those categories in a CSV file, import Sujbects, refer to one of my previous posts on this. > List all the Unit...

The default MSCRM doesn't provide service scheduling by default, it needs to be set up and there are a number of steps involved as described below: 1) Create a Service, i.e. define a Service or a Job to be done Go to MS CRM > Settings tab > Business Management > Services ( 3rd from top in the right side)          Click New to Create a new service, you can see existing services in the list below     Give name to the Service, choose how the time will appear in Calendar against that Service when scheduled,  Default duration is usual time take to perform the service which is editable at the time of booking the Service Start activities every ... lets you define time slots for the entire day for the Service , for example : for a service with default duration of 30 mins and start activities every hour starting from 9 AM will have time slots  such as : 9-9:30  , 10-10:10 like wise, hence it wont be possible to choose a 9:...

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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