Reset IIS and Async service, batch file

iis and async service restarted



.

Hide a picklist item or disable the picklist control

Hide an item



or Lock the field.

VPC August 2007 Networking Settings

screenshot



External access from a virual enviroment.

Automatically complete a task via a callout

Code:

public void CompleteTask(Guid taskId)
{
SetStateTaskRequest tr = new SetStateTaskRequest();

tr.EntityId = taskId;
tr.TaskState = new TaskState();
tr.TaskState = TaskState.Completed;
tr.TaskStatus = -1 ; // Set this field to -1 to have the platform set the appropriate value

service.Execute(tr);
}

Unfortunately for some unknown reason; completing the task using the above code will cause the workflow (a Sales Process workflow was tested) to end.

Prevent a form from being saved

Javascript - OnSaved() event



Actually it's:

event.returnValue = false;
return false;

What aborts the Save operation.
.

A callout is a Class Library

A callout is an assembly of type Class Library.

Differentiate between contact and account (customerid)

if(opportunity.customerid.type == EntityName.account.ToString())
{
account account = (account)service.Retrieve(EntityName.account.ToString(), opportunity.customerid.Value, new AllColumns());

if(account.revenue != null)
{
opportunity.new_accountvalue = new CrmMoney();
opportunity.new_accountvalue.Value = account.revenue.Value;
}
}
else if(opportunity.customerid.type == EntityName.contact.ToString())
{
contact contact = (contact)service.Retrieve(EntityName.contact.ToString(), opportunity.customerid.Value, new AllColumns());

if(contact.creditlimit != null)
{
opportunity.new_accountvalue = new CrmMoney();
opportunity.new_accountvalue.Value = contact.creditlimit.Value;
}
}

service.Update(opportunity);

Another Null Reference Exception CRM

Task post create event:

public override void PostCreate(...)
{
Guid opportunityId = task.regardingobjectid.Value;
this.opportunity = (opportunity)service.Retrieve(EntityName.opportunity.ToString(), opportunityId, new AllColumns());

opportunity.new_textfield = "hello world"; // throws a NullReferenceException

string newtext = "hello world";
opportunity.new_textfield = newtext; // works fine
}

CRM Lists links

From
http://sharepointsix.blogspot.com/2007/06/microsoft-crm-30-integrating-crm-into.html

DataGrid Lists
Accounts - http://crm/_root/homepage.aspx?etc=1
Contacts - http://crm/_root/homepage.aspx?etc=2
Opportunities - http://crm/_root/homepage.aspx?etc=3
Leads - http://crm/_root/homepage.aspx?etc=4
Marketing List - http://crm/_root/homepage.aspx?etc=4300
Reports - http://crm/CRMReports/home_reports.aspx
Activities - http://crm/workplace/home_activities.aspx
Calendar - http://crm/workplace/home_calendar.aspx
Articles - http://crm/workplace/home_answers.aspx
Queues - http://crm/workplace/home_workplace.aspx
Competitors - http://crm/_root/homepage.aspx?etc=123
Products - http://crm/_root/homepage.aspx?etc=1024
Sales Literature - http://crm/_root/homepage.aspx?etc=1038
Quotes - http://crm/_root/homepage.aspx?etc=1084
Orders - http://crm/_root/homepage.aspx?etc=1088
Invoices - http://crm/_root/homepage.aspx?etc=1090
Quick Campaigns - http://crm/MA/home_minicamps.aspx
Campaigns - http://crm/MA/home_camps.aspx
Cases - http://crm/CS/home_cases.aspx
Contracts - http://crm/_root/homepage.aspx?etc=1010
Services - http://crm/_root/homepage.aspx?etc=4001

Replace crm for crmdev.mydomain.com or something like that.

Edit:
This links apparently work for the 4.0 version of crm, for example:

Opportunities - http://crm.domain.com/Organization/_root/homepage.aspx?etc=3

Object reference not set to an instance of an object

When coding callouts:

string qualifiedStatus = opportunity.new_qualifiedstatus.Value.ToString();

new_qualifiedstatus is a picklist. If we haven't selected any value from that picklist we will get a null reference exception (not an empty or null string). So the right way to assign this would be:

if(opportunity.new_qualifiedstatus != null)
{
string qualifiedStatus = opportunity.new_qualifiedstatus.Value.ToString();
}

Disable a field - CRM javascript

How to disable a field on a CRM form? A picture is worth a thousand words.