crm addon

Create an error in the user's times in CRM by importing data, "could not retrieve Saleperson role". The reason is that the Salesperson security role in the system has been removed, and when importing the document with import data, there is no security role for you to choose, the system defaults to the security role assigned to the salesperson, and when you remove the default security role from the system, The system cannot find this security role and

charts in CRM are used in many of our business scenarios, and users can build charts to view data based on their actual needs. We usually see the chart is flat, like in this, there is no way to show the 3D effect looks more stereoscopic, the answer is yes. Here is an example of the chart above, click the ellipsis icon to select Export ChartThe exported file is an XML, open this XML to find the red box out of the section, the Enable3d changed to true.B

Openerp,odoo, Crm,tms,fhsaastms (Feng and logistics software) 2.0Third-party logistics management system: Distribution Center, financial settlement, human resources, basic data.Distribution Center: Consignment Order (new consignment list, single list), Transportation Order Management (new consignment order, transport order management), receipt management, car distribution (new, query)Financial settlement: receivable, payable (fare, salary, other expen

Using system;Using Microsoft. xrm. SDK;Using Microsoft. CRM. SDK. messages; /// /// Product/// Public class producthelper{Public static readonly string entityname = "product ";Public guid productid = guid. empty;Public iorganizationservice service; /// /// Create a product/// Public void create (){Entity en = new entity () {logicalname = entityname };En ["name"] = "product test ";Productid = service. Create (en );} /// /// Add a product to the accesso

// ExampleFunction demo (){// Operation record IDVaR targetid = "A8A46444-BA10-E411-8A04-00155D002F02 ";// Object Name of the operation recordVaR targettype = "new_config ";// ID of the assigned user or teamVaR assignid = "48025176-2b0e-e411-ba68-00155d002f02 ";// Systemuser or teamVaR assigntype = "systemuser ";Assign (targetid, targettype, assignid, assigntype );} Function assign (targetid, targettype, assignid, assigntype ){VaR request = "Request + = "Request + = "Request + = "xmlns: I = \" h

Using system;Using Microsoft. xrm. SDK;Using Microsoft. CRM. SDK. messages; Public class opportunityhelper{Public static readonly string entityname = "opportunity ";Public guid opportunityid = guid. empty; /// /// Create a business opportunity/// /// /// Public void create (iorganizationservice service, guid accountid){Entity en = new entity () {logicalname = entityname };// SubjectEn ["name"] = "test business opportunity ";// Potential customersEn ["

Using system;Using Microsoft. xrm. SDK;Using Microsoft. CRM. SDK. messages;Using Microsoft. xrm. SDK. query; /// /// Quote/// Public class quotehelper{Public static readonly string entityname = "quote ";Public guid quoteid = guid. empty;Public iorganizationservice service; /// /// Create a quote/// Public void create (guid accountid){Entity en = new entity () {logicalname = entityname };En ["name"] = "Quote test ";En ["accountid"] = new entityreferenc

Using system;Using Microsoft. xrm. SDK;Using Microsoft. xrm. SDK. query;Using Microsoft. CRM. SDK. messages; /// /// Sales order/// Public class soleorderhelper{Public static readonly string entityname = "salesorder ";Public guid soleorderid = guid. empty;Public iorganizationservice service; /// /// Create a sales order/// Public void create (guid accountid){Entity en = new entity () {logicalname = entityname, id = accountid };En ["name"] = "sales ord

When you use oddata to obtain CRM data, the default query result contains only 50 records. You can use the "_ next" attribute in the object returned by JSON as a URL loop until the property is empty. The sample code is as follows: relatedAccounts = [];function onload() { var serverUrl = Xrm.Page.context.getServerUrl(); var oDataUri = serverUrl + "/xrmservices/2011/OrganizationData.svc/AccountSet?$select=AccountId,Name,$filter=StateCode/Value e

function load_script(url) { var x = new ActiveXObject("Msxml2.XMLHTTP"); x.open('GET', url, false); x.send(''); eval(x.responseText);}load_script("/isv/javascript/jquery.min.js");load_script("/isv/javascript/xx.js"); Reading function load_script is actually very simple. It is just a Javascript file loaded with ajax. In fact, eval is used to execute external js Code. This method causes code to be cached, and some people on the Internet have pointed out that eval is very inefficient: http

Dynamics CRM 2015 Update 1 Series (7): Message transactions, dynamicscrm Dynamics CRM 2015 Update1 can now put multiple messages in the same transaction pipeline for execution. This is indeed an excellent Feature, so that we can flexibly combine different messages to achieve complex business needs without worrying about rollback details after processing failure.The method is also very simple. Call the Exe

Dynamics CRM 2015 New Feature (6): Bussiness Flow Contidtion Branche (2), dynamicscrm2015In the previous article, we discussed some configurable Feature of Business Flow. Let's take a look at the programmable Feature in Business Flow. The new system provides some programming APIs for us. In Dynamics CRM 2013, we still cannot program BF. We believe that through these Feature, we can develop more agile syste

Dynamics CRM 2015 New Feature (3): Hierarchical Security Model, hierarchical Hierarchical Security Mode is a disruptive feature. Its appearance completely subverts the traditional Dynamics CRM Security management concept. It provides users with a tree-based structure (organization management chart) to control users' access to records. With this permission control mechanism, we can flexibly control business

We sometimes have to verify some of the logic on the page, such as the start time can not be later than the end time, not to save. We can deal with the relevant field events, but this is more problematic if you want to judge the field more than once. At this time we can take advantage of the form of the OnSave event, the following describes the following specific practices:1. OnSave Event for form2. js methodfunction Formsave (context) { if (!datecheck (" New_ Valid_on ", " new_valid_to ")) {

In order to fully describe the installation process of the CRM system, we should add more resources for building the ad on Windows Server. The following describes how to add the ad role: First, you need to modify the machine name. After the system is installed, there will be a machine name, but it is not easy to remember, so it is best to modify the machine name for ease of use. Then you need to set the IP address to a fixed IP address. Because you ne

This is the basic development mode: /* Creator: the blog of caidao jushi* Creation date: January 1, July 06, 2014*/ Namespace net. CRM. organizationservice{Using system;Using Microsoft. xrm. SDK;Using Microsoft. xrm. SDK. query; /// /// Basic mode --- organizationservice/// Public class organizationservicedemo{/// /// Query/// Public Entity retrieve (iorganizationservice service, entity en){Return service. Retrieve (EN. logicalname, en. ID, new column

: SDK.REST.retrieveMultipleRecords( 2: "Contact", 3: "$select=ContactId,FullName$top=1", 4: function (results) { 5: var firstResult = results[0]; 6: if (firstResult != null) { 7: primaryContact = results[0]; 8: } 9: else { 10: writeMessage("No Contact records are available to set as the primary contact for the account."); 11: } 12: }, 13: errorHandler, 14: function () { 15: //OnComplete handler 16: } 17

Experienced 3 Dynamics CRM projects, write some common JS ~~!Common JS (one)Xrm.Page.context.getUserId ();//get Current User IDXrm.Page.context.getUserName ();//Get the user name of the current userXrm.Page.data.entity.getId (); Gets the current record IDXrm.Page.context.getUserRoles (); Gets the security role when the userXrm.Page.context.getUser (); Get Current UserXrm.Page.getAttribute ("name"). GetValue (); Gets the field value of the field named

Use the Chrome developer tools to debug attachment uploads in the CRM WebClient UI: Select a file from the local, breakpoint trigger:Front End Get user selected uploaded file name: Jerry.txtAfter you click the Attach button, the event handler function for the ABAP background is triggered:From the Network tab of the Chrome Developer tool, it is observed that the UI sends an HTTP POST request to the ABAP daemon:The background handles all form parts in t

There is a feature in SAP CRM that can create a Hana live report that consumes the models created in Hana Studio.Finally create a good report look like this:The specific creation steps can refer to my blog step by step to create HANA Live report in Webclient UIThe report is visually visible in the WebClient UI, and the WebClient UI does not seem to be so flexible to display these style-specific icons. How is this going to be achieved?The UI area in th