C# - Dynamics CRM Get Info For Customer
Apr 16, 2010
I'm working on a ASP.NET (C#) site that pulls most of its data from Dynamics CRM over SOAP using Microsoft's CrmService SDK. I'm at the point where a query has returned an entity with a property of the type Customer. I need to get the name string of that customer record, but cannot figure out how to do so. By doing a little guess work I figured out that what I have is GUID for the customer. How can I use this GUID to get the customer's name as a string? Relevant Links:
CrmService Docs
Customer Property
Customer Class
View 1 Replies
Similar Messages:
Jul 15, 2010
I need to create a customer workflow for CRM dynamics , I have visual studio 2010 Express edition install in my machine. I most of the examples in web says Go to Visual studio 2005 or more, then slect Workflow Project type in new project dialog box. but in express edition i cannot see workflow as a project type, is this because of express edition or do i need to run any thing to get this project types in to VS express.
View 4 Replies
Jan 13, 2010
Now i have a database table holds all info of my (customers) such as first last names and address phone number etc ... and i able to edit delete update their info from my side using the admin page that contians gridview i created. If several customers logged into their account pages, and each one wants to update his information,
How can i let the specific customer info be showin on his page for each customer? (I have one databse table and it contains a primery key column called "MemberID") how can i make the new subscribed user get his info that he did input or i would like to add to it, showin on his account page?
View 8 Replies
Apr 30, 2010
I need to create functionality for the users to add customer info (first, last name, address, e-mail) to MS Outlook (checking for duplicates first). Is it possible at all? Keep in mind that users have all kinds of OS on their computers: Windows XP, Windows Vista, Windows 7.
View 2 Replies
Mar 24, 2011
So I want to store customer information based on radiobuttonlist selections. The radiobuttonlist items are pulled from a database. When the customer makes a selection I want that selection to be stored in a database to record their order. There are 7 radiobuttonlists. So when they make a selection on one item, they are moved along to the next item. I want this to continue through all 7, store the information in a database and then produce a order summary at the end.
View 2 Replies
Jan 31, 2011
I have a multi tenant system and I need to allow administrators to edit the information of other customers. I believe the correct way to do this is to append the customer ID to each request, and update my routes accordingly. How do I make ASP.NET accept and use something like this in the controller (order doesn't mean much to me): [URL] and how would I pass and consume that in my controller? The ASP.NET tutorials skip this... (or I don't know where to search)
View 1 Replies
Jan 4, 2011
i had done the register page, now want to create the login page, but how to link these 2 things to make it able login from the customer database ? I m newbie of asp.net web application developer, i am using the visual studio 2008, C# to create the web site
View 6 Replies
Mar 9, 2011
I'm not really sure where to start with this and therefore can't pick a more specific area to post. At first I though this might be something I would do in IIS7 but on reflection i think it needs to be at the application level. I am developing an application which will as part of it's function provide a unique website (custom CMS) to my customers. Each person who registers will have their own site accessible via a url such as [URL]. I need someway to take this and work out which customer it is and then load the rest of the pages with their content. So the site may have a home, about us and news pages for example and be themed to the customers requirements. Each of the pages will be the same aspx file and application for all customers but the content and style will be loaded from the database at runtime. I'd like for the duration of the visit for everything to appear as if from this subdirectory without actually creating them for each customer. so thy could visit [URL] but it actually loads [URL] and loads the content based on the customer site the visit is viewing.
I'm not really sure how to approach this. Maybe using a session value to store the customerid for the site the person is viewing which could be calculated from the URL on the first visit. I presume other people have done something simialr in the past. Where it gets more complex is if I then want to offer customers to have there own domain name pointed to the site. In that scenario they would have say [URL] which points to my server and bound to my application [URL]. All pages would have look as though they were on the customer website such as [URL] but still point to [URL] in the background and also somehow link to the customerid in the database to load the correct content.
View 1 Replies
Jul 22, 2010
I'm building an ASP.NET MVC 2 site where I'm currently implementing an OpenID sign-up form. Unfortunately, I'm foreseeing a possible security bug/vulnerability inside my architecture.
Here's how I want OpenID login to work:
User requests /Account/Login, Controller sends back OpenIDLogin View. User enters their OpenID into the View, then OpenID authorization takes place, and finally the OpenID is returned to the Controller.The Controller checks whether the OpenID is currently in use by a user in the system or not. If it is, the user is logged in to that account. If not, the registration process begins.
And now, the OpenID registration process:
The OpenID identifier, as well as any other information provided by the OpenID provider (such as email address or name), is put into my custom ViewModel and sent to my OpenIDRegistrationForm View.The RegistrationForm View stores the OpenID in a hidden field to make sure that it gets sent back to the Controller.The user fills in the RegistrationForm View and sends it back to the Controller.The Controller creates the user account and puts the OpenID into the database.
The bug that I see within my architecture is that a user could modify the hidden value in the RegistrationForm View. Thus, they could spoof their OpenID! I will make sure to add another round of checking to the final Registration Controller Action to make sure that the OpenID that is provided doesn't exist yet, but there is still a possibility for spoofing. Can my architecture be improved somehow? I don't want this to end badly...
One solution I'm considering is encrypting the OpenID before I send it to the View and then decrypting it when it reaches the Controller. Should I try this?
View 1 Replies
May 6, 2010
How can I run an ASP.net 4.0 app in the ISV folder on CRM 4.0? It works if I make the asp.net app target .net 2.0, but if I switch it to .net 4.0 I get 404.17's. Which imply that the script handler setting is missing from my web config, but isn't that built into the .net 4.0 runtime now? (hence it's removal from the web.config automatically). When my app was .net 2.0, I had modified the web config in the proper manner that is well documented on various sites and blogs on the net. Anyone able to get this working? (I need to use a .net 4 web control on my asp.net page)
View 2 Replies
Nov 2, 2010
I've written code that can make a phone dial a number from a function call, that's done and dusted. What I would like to achieve is adding a Dial button to each phone number field on the forms in Dynamics CRM. Eventually this could also create a new phone record fill in the basic details and show it to the user to enter notes and an outcome for the phone call, and perhaps some other workflow bits to schedule the next call.
Can I put a custom control on a standard form in place of the standard control. I'm assuming it would have to be an IFrame to an asp.net page, that pulls in the record id, and the field name, looks up the number to show in a text box, and passes the number to the DialNumber function. I assume its not going to be that easy... Has anyone tried this before, what's the process, what are the gotchas?
View 1 Replies
Jul 7, 2010
Microsoft Dynamics GP is installed on my system..can I access GP web services?...If I can,how it is possible
View 1 Replies
Apr 9, 2010
I've an ASCX control (WebParts aren't used in this solution) which interrogates CMS 4's data via the API provided by Microsoft.Crm.Sdk and Microsoft.Crm.SdkTypeProxy.The solution works until it's deployed to Sharepoint.
Initially I received the following error:
[SecurityException: That assembly does not allow partially trusted callers.]
MyApp.SharePoint.Web.Applications.MyAppUtilities.RefreshUserFromCrm(String login) +0
MyApp.SharePoint.Web.Applications.MyApp_LoginForm.btnLogin_Click(Object sender, EventArgs e) +30
System.Web.UI.WebControls.Button.OnClick(EventArgs e) +111
Then I tried wrapping the calling code in the ASCX with SPSecurity.RunWithElevatedPrivileges:
SPSecurity.RunWithElevatedPrivileges(delegate()
{
// FBA user may not exist yet or require refreshing
MyAppUtilities.RefreshUserFromCrm(txtUser.Text);
});
But this resulted in the following error (I'm thinking RunWithElevatedPrivileges isn't for this sort of thing anyway, but someone [SecurityException: Request for the permission of type 'Microsoft.SharePoint.Security.SharePointPermission,Microsoft.SharePoint.Security, Version=12.0.0.0, Culture=neutral, PublicKeyToken=71e9bce111e9429c' failed.
MyApp.SharePoint.Web.Applications.MyApp_LoginForm.btnLogin_Click(Object sender, EventArgs e) +0
System.Web.UI.WebControls.Button.OnClick(EventArgs e) +111
When I elevate the trust level in the Sharepoint site to full everything works fine, however I need to come up with a solution that uses minimal trust (or a customised minimal trust). I'm also trying to stay clear of adding anything to the GAC.I assume the issue is occuring when trying to call functionality from Microsoft.Crm.*
View 2 Replies
Aug 10, 2010
i trying to add some costume app into Dynamics CRM
basically i have an ASP.Net Page i show within an iframe inside the MS CRM.
when i try to do a submit using a button it opens a new window and shows the result there, i want it to stay in the iframe.
this is the ASP.Net code:
[code]....
View 1 Replies
Feb 2, 2010
I am coding in ASP.NET C#. I have Microsoft Dynamics GP hosted at a server and my database hosted at another server. I would like the GP database take value from some table there and synchronise it with my database. Which is the best alternative? Data transmission Service(DTS)?
View 1 Replies
Aug 26, 2010
How can i query a dataset? I got a dataset from a query "select * from customers", now i want to query the dataset and get the customer name where id = "156".
View 10 Replies
Dec 21, 2010
(1) Customer would like data resides with their machines/server without expose the data to internet
(2) I want ASP code resides in remote PC in my office
So the idea is they access (via internet) my office PC/server with ASP codes on it and use the software, and the client PCs use data on their own server and these 2 combined to produce the result. I know this seems impossible but any idea to fine tune and still achieve (1) +(2) practicably?
View 2 Replies
Oct 6, 2010
I have a c# asp.net web application in .net 1.1. The web application is a website in IIS and works online at the world wide web. There are very much customers all over the world of that website and everything works fine. There is one customer in germany where it doesnt work fine. When he press on a button "New" he gets a popup with the error:
[Code]....
In the past he didnt get this error. I ask this customer to check the website on another machine in his organisation, but he still get this error. So its something in the organisation. Some machine settings or network settings I think, because other customers didn't get this error.Someone know why this organisation get this error ? Is it possible that the problem is at the machine or network settings? Or something with the web browser version/settings?
View 2 Replies
Mar 27, 2010
I need to made a table like that:
Table customers
Name :
Number of customer:
So i must have a unique of customer , for every customer. Then if i try to insert a repeat number i will have a label saying that customer numer already exist. So you must choose this one. And the numer will appear. How can i do the code for a unique customer number ?
View 6 Replies
Oct 11, 2010
How do you create your web site data admin for your customers. Do you do them programatically or do you use any specific tool?
I have been using AspMaker and is not a bad option but I'm sure there are a few more options out there. I've seen that MS has a Web Data Administrator but for me it looks more than an sql server web admin tool rather than a frontend that has the business logic.
View 1 Replies
Oct 4, 2010
insert into @rawdata2 (cust,lysale,lycost,load_year)
select cust,sales,cost,load_year
from @rawdata
where load_year=@yr2
insert into @rawdata2 (cust,ytdsale,ytdcost,load_year)
select cust,sales,cost,load_year
from @rawdata b
where load_year=@yr1
how can i make them line up correctly depending on the customer name it will put it in the right field. rawdata 1&2 are tables i created in memory.
View 14 Replies
May 4, 2010
I need the simple task of populating a form from a dropdown if customer IDs.
The problem is I'm new to MVC and I no longer have events, so I'm not sure how my dropdownlist can have a postback event that does one thing, and my update button can have a postback event to do another thing.
Example, this only goes to the post action, so how does it know to load the customer or do an update:
[Code]....
View 4 Replies
Feb 8, 2010
I have a website that runs fine. A customer calls in complaining any functions he ntries he gets a 'Windows Internet Explorer' popup message; 'Sys.WebForms.PagerequestManagerParserErrorException: The message received from the server could not be parsed. Common causes for this error are when the response is modifed ... etc.'. (I can upload a snapshot screen if someone tells me how) I logged under his account on other PCs, they all work fine. Customer runs IE7.0 with windows XP, Service Pack 3. I just cannot recereate this problem. Would anyone know the cause of this? Could this be something on customer's network or firewall?
View 2 Replies
Mar 2, 2011
This form has some information for making a reservation for a customer at a dining venue. If the customer is a "known" / "returning" customer id like to fill the form based on the customer ID. Some of the things on the form are ...
textbox=CustomerID
Input Button
textbox=FirstName
textbox=Lastnemt
Using MVC, What would be the best way to go about going back to the server to find the customers first / last name and posting it back to the values in the textboxes ? Ive been trying to work with AJAX & JQuery but i cant seem to update the values in the textbox using AJAX.
View 2 Replies
Mar 4, 2011
I have a table to store customers information.
<asp:ComboBox ID="cboCustomers" runat="server"
DataSourceID="sdsCustomers"
DataValueField="CustomerID"
DataTextField="CustomerName">
</asp:ComboBox>
<asp:Button ID="btnAdd" runat="server" Text="Add Combobox" OnClick="btnAdd_Click"/>
What i'm trying to do is, add a new combobox to select another customer and repeat this as necessary, 2, 3 or more.
View 4 Replies
