Archive for the ‘CRM 4.0’ Category

Generating/Rendering a PDF from a sql reporting services report - CRM 4

sounds simple dosen’t it - my objective is to run an estimate report and render to PDF all from the click of a button as shown in the screenshot below:

Heres the code –
string oppID = Request.QueryString["oppID"].ToString();
[...]

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This report requires a default or user-defined value for the report parameter ‘Parameter’. To run or subsribe to this report, you must provide a parameter value

ahhh sql reports — i mean come on this sounds like a simple parameter problem — however what seems to be the problem here is that in the report i was requesting from sql srs web services for CRM4 — you must define data source credentials with the datasource name being the datasource name on [...]

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Server did not recognize value of HTTP Header SOAPAction http://schemas.microsoft.com/sqlserver/2003/12/reporting/reportingservices/Render

You will get this error with SQLSRS if you are using the ReportExection URL with webservices.
the correct URL is: http:///reportserver/ReportService.asmx

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Activating Windows shortcut command

c:\windows\system32\oobe\msoobe.exe /a

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Setup failed to determine whether a supported version of Microsoft Outlook is installed - Outlook 2010

I recently tried to install the CRM client with my install of office 2010 (on Windows 7) and got an error and couldn’t continue.
“Setup failed to determine whether a supported version of Microsoft Outlook is installed”

The Fix:
Right click the install window on the taskbar and click “Close Window” - It will give you a choice [...]

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CRM 4: IFD Authentication using C#

A very common question is: “How do i run a plugin/custom web application against a IFD deployment?”
You should use the below code:

CrmDiscoveryService disco = new CrmDiscoveryService();
disco.Url = “https://YOUR.IFD.URL/MSCRMServices/2007/SPLA/CrmDiscoveryService.asmx”;
RetrieveOrganizationsRequest orgRequest = new RetrieveOrganizationsRequest();
orgRequest.UserId = @”username”;
orgRequest.Password = “password”;
RetrieveOrganizationsResponse orgResponse = (RetrieveOrganizationsResponse)disco.Execute(orgRequest);
OrganizationDetail orgInfo = null;
foreach (OrganizationDetail orgdetail in orgResponse.OrganizationDetails)
{
if (orgdetail.OrganizationName.Equals(”OrgName”))
{
[...]

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CRM 4 - Update Rollup 9

Well, update roll up 9 is out (how the hell did we get to 9??)! Jeez with all these update packs there needs to be a full job to implement all these updates on servers and implement the necessary changes the update pack doesn’t.
KB article: http://support.microsoft.com/default.aspx?kbid=977650
Download: http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=5869f2b3-d1a0-4f71-8be3-fde6e8053a2e

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Mini Preview Window for Contact Lookup Field

Looks cool doesn’t it. well here goes nothing..
to achieve the above you will need the following (click read more link..)

// the following code is for the hover over lookup window
function OnCrmPageLoad()
{
/*
Reference the to Lookup, Provide the lookup (control) id.
*/
var PrvToLui = new LookupPreview(”new_primarycontactid”);
/*
Add Account Preview Information [...]

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Sharepoint 2010 Preview Sneakpeak

view it at: http://sharepoint.microsoft.com/2010/sneak_peek/pages/default.aspx

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Customize Marketing List (List Member View)

Hello all,
Today i wanted to customize the ‘All Members’ view on the Marketing List entity and couldn’t. I was stuck for 1 hour trying to figure out how to do this. I stumbled upon http://blogs.msdn.com/crm/archive/2008/04/02/customize-marketing-list-list-member-view.aspx and Jim explained it perfectly.
Answer:
The ability to Customize the List Member View of a marketing list has not been made [...]

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