Is there any way to register plugin step through CRM 2011 application? I mean that, I have an entity. I want each record of this entity (on create) registers a plugin step.
Any help would be appreciated.
In CRM 2011 all plugin registration information is stored in dedicated entities
Register Plug-ins Programmatically
The key entity types used to register plug-ins and images are: PluginAssembly , PluginType , SdkMessageProcessingStep , and SdkMessageProcessingStepImage . The key entity types used to register custom workflow activities are PluginAssembly and PluginType . Use these entities with the create, update, retrieve, and delete operations. For sample code showing the use of these classes, see the Plug-in Registration tool source code. >>Source<<
You need to create new SdkMessageProcessingStep record with correct registration information (register one step manually to check what information has been inserted to table)
No, you need to use the plugin registration tool.
Using the Plug-in Registration Tool for Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online.
Related
I'm working with CRM 2016 on prem. I have 2 customs entites, let's call them custA and custB. CustA has a 1:N relationship with custB. So when adding existing custB's to custA in CRM 2011, if I was creating a duplicate (adding a record that I'd already added) I got a popup telling me I'm trying to create a duplicate. In CRM 2016 I don't get this pop at all. It won't allow me to create the duplicate, but I don't get the popup. Any idea's if this is something that can be fixed via configuration or is client side notification removed in CRM 2016 altogether?
This was moved to the Alternate Keys feature. See how to create keys via customizations here
You can use that to check duplicate records and also even from the SDK, which is handy when you need to Integrate data from external systems too.
I'm trying to add some entities via a SOAP client, to MS Dynamics (online). My client is not a Microsoft client.
Do you know a way to retrieve the schema of Entities like Account, Prospect etc... I would like to know how . I really need to know it , for integration with different installations of Dynamics.
I'd like to know the fields and when to put a String a Boolean etc.
I use a Demo instance of MS CRM online, from scratch, I did not change anything
Thanks!!
You can get metadata about an entity or just one attribute on an entity by using a request. Here is a link to an example
http://msdn.microsoft.com/en-us/library/gg594428.aspx
If you are looking to retrieve this information programmatically then follow Kevin Ross's answer above.
If you want to browse this information you can use the SDK Metadata Browser solution.
The Dynamics CRM Metadata Browser is in the SDK (SDK\Tools\MetadataBrowser). You can download the SDK from http://www.microsoft.com/en-us/download/details.aspx?id=40321.
Follow the README.DOCX that is in the SDK\Tools\MetadaraBrowser and you'll be able to see all the information necessary for manually building your SOAP calls.
Here is what it looks like:
I am new to SugarCRM, i have created SugarCRM's web to lead form on my website which is having four fields i.e. frist name, last name, address and phone . On submit this info get updated in SugarCRM in Leadlist. Now the requirement is whenever any update happens on SugarCRM, I have to update other data source, in this case marklogic. I want to keep same data on sugar and marklogic.
Whenever any update triggers the SugarCRM it should send some webservice or other method with updated information to marklogic, so that marklogic data should be in sync.
How can I do that? Any suggestion would be a great help.
Thanks.
Check out the new REST interface in MarkLogic 6, specifically the CRUD APIs. Using these you should be able to pretty easily make webservice updates to the database without writing any xQuery.
http://developer.marklogic.com/try/rest/index
I have created a dialog that creates a quote in CRM 2011 Online and now I am trying to have a child process start another dialog to fill that quote with quote products. Sadly quote products does not initially appear in the drop down of entities that can be created within a workflow/dialog.
Does anyone know how to create a quote product from a dialog?
Unfortunately Dialogs & Workflows cannot create Quote Products (nor invoice/order/opportunity products). This has been the case since the early days and is still the case with CRM 2011.
I've been told it's due to the heavy logic that is triggered upon save of these records (rolling up totals to the parent record etc) however I struggle to see why this prevents workflows from automatically creating this data. It's something that I hope is fixed in the next major version of CRM.
As an alternative, if you use a tool like Scribe to import the data (assuming you calculate the header fields yourself) everything works just fine.
To address this limitation in CRM we have built a custom workflow step that enables you to create quote products, as well as opportunity products, orders products and invoice products. The workflow step is very easy to install, just import the managed solution and you're ready to create your dialogs and workflows. You can download the solution from our web site. There you'll also find all the documentation you need. To get a free demo license (valid for a month), send us an email.
We have created a solution with a workflow that creates order products, opportunity, quote and invoice products as well.
http://www.cartagena.no/#!mscrm-addons/l2y55
Andreas, Cartagena
MS CRM Dynamics 4.0 incorporates the MS WF engine. The built in designer allows the creation of sequential workflows whos activities have native access to CRM entities.
Is it possible to:
Create a state machine workflow
outside of CRM (i.e. in visual studio) and import it into CRM?
Have this workflow access the CRM
entities?
It is NOT possible to create a state machine workflow for use in MSCRM.
It is also not supported to create any workflow outside of MSCRM and import it.
As a work around you could write either all the logic you need into a custom workflow activity and import that into MSCRM and have it called from a normal workflow.
The other option is build a seperate application which runs a state machine workflow and interacts with MSCRM via the web services. You could (would need to?) combine this with a custom workflow activity to kick off processes.
It is possible to create no code workflow...
http://blogs.msdn.com/jonasd/archive/2008/01/21/Creating-a-no_2D00_code-workflow-for-CRM-4.0-with-Visual-Studio-2005-_2800_2008_2900_.aspx
and take a look at the other thread...
Is is possible/a good idea to edit workflows in Visual Studio?
I don't know the answer to your specific question, but hopefully this information will point you in the right direction.
The "native" format for WF workflows is ".xoml" files. These are basically identical to XAML files, and both are nothing more than generic persistence formats for a .NET object tree. If you can access the saved data that is output by the Dynamics designer, it should be in the same format. If it is, you should be able to open it from the Visual Studio designer.
The key here is that CRM undoubtedly defines its own set of custom activities that you'll need to be able to reference from within the alternate designer. With any luck, these will be in assemblies with obvious names and/or in the GAC.