Thursday, July 30, 2009
It is now corrected! All tools can access crm website using https
The next update will be to enable IFD authentication... Stay tuned!
NB: I put all download links on the right pane of this blog
Monday, July 27, 2009
To use this tool, you must first create a view in the advanced search that will find the items you want to delete.
Then just run the tool, to indicate on which entity (using the logical name of the entity) is the view advanced search and set scheduling options and recurrence (if desired).
You can also request to receive an email from the CRM server when processing is complete. This option is available if the user account you use has an email address saved in the user profile CRM.
Thursday, July 9, 2009
We all know the trick of copy/paste to add static HTML in the mail but to add dynamic content is a different kettle of fish ...
In particular, I think about the following needs:
- Display a table containing the information related to the current record (eg list of contacts from an account)
- Show a link to a form without displaying any url but just a clickable word
<a href="aLink">Click here</a>
will just display
In the same way, you can display HTML table with CRM content and insert it in mail body.
[UPDATE] Code example - Url builder. This code create an hypertext html control that will be used in email body. You can set a text for the hypertext control with the input property and you get back the hypertext control in output property
Tuesday, July 7, 2009
The answer is quite simple if you understand how the CRM application communicates between the presentation layer and data access layer. In fact, all communications between the forms and the data access layer seem to be in the form of DynamicEntity.
So when you change the status of a record via the forms, or when you use the SDK class SetStateDynamicEntityRequest, you register your plugin on the SetStateDynamicEntity message .
If you use in your code SetStateAccountRequest class (for example), you must register your plugin on the SetStage message.