Ok, I'm striking out with this. I'm wondering if there is a plugin or something available where I can place a form on a website which queries our CRM online and returns data. For example, I'd like for ANY website user to enter a zip code into a form and a radius (10 miles, 100 miles, etc.) and have it return to them the name and contact info of Account records who are within the radius of that zip code.
Anyone doing this?
Yes, lots of people do this. Here is a link to get started:
http://msdn.microsoft.com/en-us/library/gg334357.aspx
Related
In my CRM HTML-Webresource, I got to display E-Mail activities with it's images (saved as attachments) as HTML. I take the description attribute for that.
As I realized, at least in CRM-Online, every attachment-image has a WRPC-Token that I need for the correct file path to load it.
How can I get the token? Most of the solutions that I found are either old or don't work for my circumstances.
Can I fetch the token out of the given HTML?
This approach doesn't make sense to me,
Attachments are stored within a database behind a web service, they are not at a file path you can simply open.
WRPC-Token's are used in security, I'm not sure how it is relevant or could provide a file path.
I would suggest writing code to access the CRM web services, this will enable you to retrieve the attachment data. There is an example here Sample: Create, retrieve, update, and delete an email attachment.
Our construction consulting company currently uses an InfoPath/SharePoint job tracking/management system. We want to create a job form tracking platform for use on our site's WordPress backend, and I'm wondering what WordPress plugin(s) can offer this functionality.
All details regarding a job are entered into a form with various subsections, such as "Job Information" and "Architect Details." The platform needs to consist of two primary areas:
A form to enter relevant job details (preferably AJAX-based)
A directory to manage and track the jobs
Can someone point me in the direction of which plugins would be my best options?
To give you an idea of what we're looking for, our current system looks like this:
This could be accomplished with Contact Form 7, a very powerful and versatile AJAX-based contact form plugin, in conjunction with Contact Form DB which stores all contact form submissions in the database and basically allows you to view the database table that contains all the submissions.
Of course this isn't going to be very elegant if you don't have a developer to style it up (especially on the backend), but it will work functionally.
You could also look into integrating your form / contact form with a CRM like SalesForce, but again that will require some developer time.
Gravity Forms is pretty powerful to. But what #ennui states, probably some custom work.
In MSCRM I'd like to automate sharing documents out to users. I tried using SQL Server Profiler to trace but I can't find the raw sql. Anyone know how to do this? Thanks!
How you do this depends largely on where you're storing the documents (on a file server, within CRM, on SharePoint etc) and also how you want to "share" the document (email a link to a file server location, email an attached document, provide access to doc via CRM UI).
If Sharepoint is part of the equation there's various add-ons / webparts available that integrate document management with CRM. If your document is within CRM you could look at creating a workflow that either emailed a link, or provided access rights within CRM or something similar. You approach would also depend on if you're sharing with CRM users, CRM contacts, or some other type of user.
If you've built a custom form or application then you should be using the API as driis mentions. Whatever the scenario there shouldn't be a need to find the "raw" sql to achieve this.
At the bottom of the definitions of "Filtered***" view there is a bit of sql like
select POA.ObjectId from PrincipalObjectAccess POA
join SystemUserPrincipals sup on POA.PrincipalId = sup.PrincipalId
where sup.SystemUserId = u.SystemUserId and
POA.ObjectTypeCode = 10039 AND
((POA.AccessRightsMask | POA.InheritedAccessRightsMask) & 1)=1
Adding new rows to PrincipalObjectAccess should do the trick. However, it's a hack, it requires administrative privileges and is highly unrecommended on general principles...
I have 2 entities (for this example) in CRM 2011 - Account and Case. The Account holds all of our clients, the case holds individual work actions for an account. When a case is created one of the input fields is the Account.
What I would like to do is upon the user selecting the Account, execute some javascript to look up the account entity to display some additional information.
So far I have got the javascript working that triggers the onchange event of the Account field, and it correctly gets the selected Account, but I don't know what the next step is.
I'm new to CRM so don't really know if what I'm asking is actually sensible, if there is a better way then please let me know.
Thanks!
For the record, the way you were thinking about doing things would be completely supported, and TechHike's method is supported in CRM 4, not CRM 2011. Steps you would take:
Use CRM 2011's web resources to upload a script file that does what you want.
Use the form editor to make your javascript method from step one fire when the Account field changes on the form
Make a request to CRM's REST endpoint (http://msdn.microsoft.com/en-us/library/gg334767.aspx) to retrieve the details of the account selected
Use the results to populate fields on the form, show a popup with details, etc.
There are plenty of examples of caling the REST endpoint from JavaScript in the SDK (http://msdn.microsoft.com/en-us/library/gg309408.aspx). Good luck!
Matt's post above contains everything you need to know, but you might also find the blog post below useful. It basically describes the same scenario where you have a 1:n relationship (such as Case and Account) and details how you can pull information from a specified lookup (e.g. account), using the REST endpoint (as Matt has already mentioned) and display it on the form.
http://community.dynamics.com/product/crm/crmtechnical/b/crminthefield/archive/2011/02/07/showing-related-information-in-a-crm-2011-form.aspx
The blog post includes a link to download a CRM2011 solution already built to give you something to look at how they've achieved this (useful if you're new to CRM2011).
There are two ways to do this, and you may be best to do them both in parallel:
on the Account > Case relationship edit the Mappings. When a user goes to an Account and uses the left navigation to look at Cases (or a grid of Cases on the form) then hits "Add New Case" they are creating a Case from inside the "context" of the Account. You can copy any fields you want to from the Account to the Case record at this point - the Mappings define what field from the Account are copied to which target field on the Case. This will always be the most robust, easiest way to do it but relies on the user starting in the right place.
on the Case for you could also add an onChange script to the Parent Customer lookup to fetch the data from the parent record. I think Stephen's link is probably the best way to do this as it does not copy the fields but allows the user to see them anyway, which is better database design (from a purist standpoint) and means the user always sees current info about the Account rather than possibly out of date stuff. Alternatively if you actually need to copy some fields (maybe the customer's normal SLA say) so that you can use these in other such as scripts or workflows on the Case then have a look at this article: Disabling the selection of contacts for opportunities all the way
Although this is about a slightly different topic, the script there fetches the Account details of the parent Contact - you want to fetch values from a parent (llokup) field so the approach is the same, just different in the detail
There are various ways to do this but I would recommend doing it the supported way, without javascript. This may not be as pretty but it is likely much easier. The scenario would be to add a left navigation link to the case entity that when clicked will update the content area to show the details of the account.
To add a link to the left navigation you will need to configure the isv.config file to have an extra link for the case entity.
Here's an example:
http://support.sfusion.com/kb/hosted-microsoft-crm-4/how-do-i-modify-the-isv-config-file-in-microsoft-crm-4/
You can also lookup isv.config customizations in the SDK, found here:
http://www.microsoft.com/downloads/en/details.aspx?FamilyID=82e632a7-faf9-41e0-8ec1-a2662aae9dfb&displaylang=en
Next you will need to create a custom aspx page in the ISV folder of the web server. This page will display all the information about the account that you want to show the user when the left navigation link is clicked. The ISV.config as an xml property that allows you to pass all the context params to your page on the querystring. Make sure when you create the link to turn on this attribute.
Now the only tricky part is that in the page you will need to use the CRM web service to display all the account details that you interested in showing the user. I won't do into details on this. You can find great tutorials on the web or in the SDK if you haven't done this before.
I love BlogEngine. But from what I can se it does not collect the standard information about the visitors I would like to see (referrer, browser-type and so on).
When I log in as Admin I have a menu item named "Referrer". I can choose a weekday and then I'll be presented with 1 or 2 rows with
"google.com 4 hits, "itmaskinen.se 6 hits" and so on, But that's not what I want to se, I want to se where my visitors come from, country, IP if possible, how many visitors and so on.
If someone of you are familiar with Blogengine.Net and can point me in the right direction to where I would put my own log-code or if you know any visitor-statistic-extension that can do it for me, I would be really happy to know. I prefer an extension, because if I make changes myself to BlogEngine it may break later updates I install.
Blogengine.Net is a blog software made in .Net found here: http://www.dotnetblogengine.net/
And yes, I prefer to take this question here rather then in the Blogengine.Net forum, you know why. ;)
(Anyone, feel free to edit my (bad) english in this post and after that delete this sentence)
This isn't an extension, but it's what I use to collect all my blogengine.net data and it should be upgrade safe.
When you log into the Blogengine.NET admin screens you can go to "Settings> Custome Code > Tracking Script", here you can put your http://www.google.com/analytics/ logging script. Google Analytics provides all the referrer, browser type, etc stuff you were wanting. And what's nice is you can then create additional accounts for other sites if you choose.
I use both Google Analytics and StatCounter to track visitor stats. I find that each one provides useful information that the other doesn't. And they're both free to a certain extent.
I place their javascript code int the site.master file of my custom BE.Net skin.
For Google Analytics I go a step further and pass the username of authenticated users as a custom variable. That way I can match users names up with the stats. To do this you can use the _setVar javascript method on the GA pageTracker like so:
<script type="text/javascript">
var pageTracker = _gat._getTracker("UA-129049-25");
var userDefinedValue = '<%= System.Web.Security.Membership.GetUser() != null ? System.Web.Security.Membership.GetUser().UserName : "" %>';
pageTracker._setVar(userDefinedValue);
pageTracker._trackPageview();
</script>
Anyone noticed that we miss all the hits coming from RSS readers? Syndication.axd does not run the analytics javascripts. So we miss the vast majority of viewers from the statistics. And we happily analyze that is just not impotant - ad-hoc visitors.
For the vast majority of cases, Google Analytics does just fine. It all depends on how much data you want. For example, if you want to keep note of IP addresses and resolve them to get domain names, and also highlight all visits to your blog from, say, your coworkers at the company where you work, you'd have to write some custom code yourself. However, it's all fairly primitive - these sorts of things are easily achievable using ASP.NET.
I set up gathering statistics on IIS web site of my BlogEngine instance and then analyze the logs using WebLog Expert - http://www.weblogexpert.com.
It is more reliable than google analytics, since I see really ALL requests that are coming to my IIS, no matter if this is a request to axd or to some static content. And, once I've found out that google was fooling me in the number of visits. After that I trust my IIS statistics much more than google.
There is a Widget which can be use to display Visits and Online Users Statistics.
You can find it from following links:
http://www.nuget.org/packages/Statistics/
http://www.itnerd.ir/post/2013/07/25/Visits-and-Online-Users-Statistics-widget-for-BlogEngine-2
but to see the instructions go to the second link.