CRM 2011: Link to record in workflow

Hello, Is there a way to insert link to crm record in workflow?
Thanks in advance

There is an accelerator that will do that for you:
http://crmdynamo.com/2009/04/the-business-productivity-workflow-tools-accelerator-is-now-available-for-download/
Gonzalo | gonzaloruizcrm.blogspot.com

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URl link of record in workflow email

Hi,
any one know how to send a URL of a record to a user in am workflow email?

This is a link to an Opty record on the DSA pod:
https://secure-ausomxdsa.crmondemand.com/OnDemand/user/OpportunityDetail?OpptyDetailForm.Id=ABJA-XXXXXX
To reuse this for any other record type or another system do the following:
Open a record that you want to link to i.e. SR for DSA Demo and you get this URL at the top
https://secure-ausomxdsa.crmondemand.com/OnDemand/user/ServiceRequestDetail?ServiceRequestDetailForm.Id=HU15-XXXXX&OMTGT=ServiceRequestDetailForm&OMTHD=ServiceRequestDetailNav&OMRET0=ServiceRequestHomepage&OCTYPE=Other&ocTitleField=Abstract&ocTitle=Send+copy+of+Annual+Report&ocEdit=Y
As you can see the URL starts the same except it references ServiceRequestDetail instead of Opty detail.
From the OnDemand screen copy everything from http:// to ServiceRequestDetail? ServiceRequestDetailFormID= and paste it into your workflow email.
Click the Fx button and add the Row ID.
Voila you now have a link in an email that will open the record that triggered the workflow.

Export Records from CRM 2011 to Sharepoint 2013

We currently have CRM 2011 and are about to install Sharepoint 2013.
We are wondering is it possible to export records from Entities in CRM 2011 to a folder in Sharepoint 2013?
If this is possible can it be automated to run on a schedule?
Any help on this is greatly appreciated.
Thanks.

You can use a custom timer job in SharePoint 2013 to be scheduled to run. This job could interact with your CRM system to import the entities to a folder or List in SharePoint. Andrew has a link here:
http://www.andrewconnell.com/Creating-Custom-SharePoint-Timer-Jobs
Blog | SharePoint Field Notes Dev Tools |
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Editing "service Activities" records on Mobile express CRM 2011

Hello,
I was wondering if there is a way that we can edit service Activity records on mobile express crm 2011. I was able to configure such that we can see the records but they are read only we cannot update or edit those records.
Please advice.
Thanks

I added Notes to mobile express and I can add notes to service activity. So, that's exactly what we wanted but you cannot directly edit service activities from mobile express.

Can we generate a report on Audit History? (CRM 2011)

Hi,
I can see the Audit view in the database but every record is holding only Old value . No idear from where crm is pulling up the new value?
Can any one please let me know the solution?
Thanks.

check following links for the same..
http://a33ik.blogspot.co.uk/2011/11/crm-2011-reports-on-data-auditing.html
http://marcuscrast.wordpress.com/2012/01/14/dynamics-crm-2011-audit-report-in-ssrs/
http://kelvinshen.blogspot.co.uk/2012/02/crm-2011-auditing-report.html
MayankP
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CRM 2011: Sending Email through Outlook first

We have never used Email through CRM. Is it possible to send an email through Outlook first then to CRM? Also wanting to make sure it is linked to the Account, when sent.

Emails created in CRM are sent using the outgoing email method specified on the account of the user creating the email. Only one outgoing method can be set for a user, the methods are to use the CRM client for Outlook or the Email Router (later versions
of CRM also have Server-side synchronization but that is not available for CRM 2011).
An email created in CRM can only be sent via one of the outgoing methods. Regardless of how it is sent, the email will be stored in CRM and linked to the record it was regarded to.
Can you provide more detail on your question?

How to work with CRM 2011 SDK

Hi,
I'm very new to CRM and I'm using CRM 2011. I have googled and got CRM SDK having sample C# codes for CRM customization. But Im confused how we integrate the code we are writing into CRM since it is a C# code that I can run separately through Web application
or console application.
How can I integrate the code into CRM?
Please help

Hey rafemuhammed,
Additionally you have Custom Workflow Activities that can also be developed via the CRM SDK and be called from Workflows. These activities are essentially similar to Plugins, but can be invoked within workflow logic that you've previously created from the
Workflow Wizard in CRM.
If you are not familiar with Workflows, I'd suggest you start there to have a better understanding at how they can help you achieve your functional goals, as well as at how these are implemented and triggered (context). Understanding the available messages,
Pre/Post events and Pre/Post images is the way to go!
A few links that might help you out:
Dynamics CRM - Creating Workflows (training)
https://msdn.microsoft.com/en-us/library/gg309471.aspx
https://msdn.microsoft.com/en-us/library/gg309745(v=crm.5).aspx
Hope this was helpful,

Direct link to file in workflow notification email

Hi everyone,
I know that I can set up a workflow for each of my forms where an email is automatically sent to specific people. If I have a file upload field on my form, is it possible for there to be a link to the file that was inserted in the CRM via the form, in the workflow notification so that whoever receives the email can just click the link and the file will download?
Thanks in advance for any help.

Only at a certain size, any higher your directed to view the case in the admin which has the file.
As a not I say often to people about workflows etc - These emails are as their named - Notifications. They are not intended to be the means you run an online business and just emails is something for a BC site not to rely on. They have limited information and scope and everything and more is within the admin and the depths of the CRM in a browser that can run dynamic and rich content information.

CRM 2011 Outlook Client not showing all columns in Opportunity Views

Versions:
CRM: 2011 On-Premise - 5.0.9688.1533
Outlook: 2010 Professional - 14.0.6122.5000 32bit
CRM Client for Outlook: 5.0.9690.1992
Basic Problem
The Outlook Client views that show up in Opportunities do not have all the columns that are in the view.
Some of the views do, but not all of them.
Example:
View Name: Won Opportunities
Columns in view: Created on, Location, Quote Type, Scope of Work, Quote Number, Booked Sale Date.....8 other
columns (many custom columns)
Columns in View in Outlook: Icon, Quote Number, Categories, Flag....thats all.
Other Notes
This only happens in the Opportunity section of the Outlook Client.
This does not happen in advanced find in Outlook or anywhere in the web client. This does not happen for any other entity.
This happens on all of our users Outlook clients.
I have tried recreating the view.
No error messages are recording in any logs that I can find.
Any ideas on why this is happening or how to fix it?
Thank you
Paul

1. Are you sure this is a System View and not a User Defined View? Can you take a screenshot of all the availalbe Outlook views when you click on the little down arrow to add a new view? Yes. See the screen shot at the bottom. It is a public
view.
2. What happens when you close the view and add it back? same results.
3. What happens when you restart Outlook? I ask because if you customized your System Views, those are only persistent for a given session. If your restart Outlook, then it should reset the View. we have tried that. and uninstalled Outlook client
and reinstalled. And uninstalled Outlook and reinstalled. Same results. The only view that works for opportunities is the Default Custom View. The strange thing is that the filters are working just fine. just not the columns.
4. A workaround - have you tried creating a new System View similar to the one you want? Yes. same results

Is it possible to customize audit summary view - CRM 2011

Hi,
Is it possible to modify or customize the default "Audit summary view" of Auditing in crm 2011?
Apart from enabling or disabling filters, i don't see any options to modify the view so that i can add more columns or remove few columns from the default view?
Please do share your valuable inputs.
Thanks.

Hi,
Existing audit logs can be viewed by navigating to Settings -> Auditing -> Audit Summary View. The
resulting view is fixed by the system with predetermined columns that display the date and time of the event, the type of event, who made the change, the record effected by the event, the corresponding entity type and the operation performed.
This data cannot be exported to Excel like the standard grids. To assist in finding relevant data, filters can be enabled for all the columns except the effected record column; this works similarly to the corresponding functionality in Excel. Selecting an
individual audit record will provide additional details for the given transaction.
So we can't change this system view.

CRM 2011 - Exporting a view in 2011 Outlook Client

Using CRM 2011 on - premise with 2011 outlook client RU17
For a few custom entities exporting the default view to excel within Outlook Client results in a generic error pop up.
With tracing on I see the following error:
System.Web.HttpUnhandledException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #0086DABC: System.Web.HttpUnhandledException (0x80004005): Exception of type 'System.Web.HttpUnhandledException' was thrown.
---> Microsoft.Crm.CrmException: Number of link entities in query exceeded maximum limit.
The same view exports to Excel with no issues via IE.
I have seen references to this error but nothing that has helped or pointed out a difference to look at between the Outlook Client versus IE.
Regards
Robert

if this is machine specific and Outlook Client related then I would start with ensuring the machine has all the latest Office and OS updates not just the latest security patch but all the latest updates. You'll also want to ensure there are no other
add-ins causing a conflict in Outlook, virus protection is not causing an issue, the machine has sufficient memory, etc. Basically ensure the machine has been optimized for the Outlook Client.
https://curah.microsoft.com/211516/crm-2015-helpful-resources
Regards, Donna

Can't download attachments using the MS CRM 2011 Outlook client

Hello,
I am trying to Open/Save Attachment (from Notes in Meeting Entity) in MS CRM 2011 for Outlook Client. Once I click on attachement nothing happen.
Both CRM Server (On-Premise) and Outlook client are UR13. Its ADFS deployment.
I've tried solution here:
https://social.microsoft.com/Forums/en-US/fc222e9a-f426-4c1b-adaa-84c0923576f4/cant-download-attachments-using-the-ms-crm-2013-outlook-client?forum=crm
But didn't helped.
From log files I can't get any answer:
I can download file using direct link in web browser. Also there isn't problem when downloading from CRM web app.
[2015-03-19 16:20:11.788] Process:Microsoft.Crm.Application.Outlook.WebFormsHost |Organization:00000000-0000-0000-0000-000000000000 |Thread: 1 |Category: Shared |User: 00000000-0000-0000-0000-000000000000 |Level: Verbose |ReqId: | ExceptionFilter.TryFilterAllCatch ilOffset = 0xF
at ExceptionFilter.TryFilterAllCatch(Action body, Action`1 filter) ilOffset = 0xF
at WebBrowserForm.BeforeNavigate(Object sender, DWebBrowserEvents2_BeforeNavigate2Event e) ilOffset = 0x50
at AxWebBrowser.RaiseOnBeforeNavigate2(Object sender, DWebBrowserEvents2_BeforeNavigate2Event eventArgs) ilOffset = 0x15
at AxWebBrowserEventMulticaster.BeforeNavigate2(Object pDisp, Object& uRL, Object& flags, Object& targetFrameName, Object& postData, Object& headers, Boolean& cancel) ilOffset = 0x29
at RuntimeMethodHandle.InvokeMethod(Object target, Object[] arguments, Signature sig, Boolean constructor) ilOffset = 0xFFFFFFFF
at RuntimeMethodInfo.UnsafeInvokeInternal(Object obj, Object[] parameters, Object[] arguments) ilOffset = 0x17
at RuntimeMethodInfo.Invoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture) ilOffset = 0x89
at UnsafeNativeMethods.DispatchMessageW(MSG& msg) ilOffset = 0xFFFFFFFF
at ComponentManager.System.Windows.Forms.UnsafeNativeMethods.IMsoComponentManager.FPushMessageLoop(IntPtr dwComponentID, Int32 reason, Int32 pvLoopData) ilOffset = 0x235
at ThreadContext.RunMessageLoopInner(Int32 reason, ApplicationContext context) ilOffset = 0x1DE
at ThreadContext.RunMessageLoop(Int32 reason, ApplicationContext context) ilOffset = 0x13
at Application.Run(Form mainForm) ilOffset = 0x11
at Program.Main(String[] args) ilOffset = 0xF0
>Before Navigation for Site https://crm11.test.cz/PCSTEST/Activities/Attachment/download.aspx?AttachmentType=5&AttachmentId={1CFBD641-0BC7-E411-AC5E-005056A10023}&IsNotesTabAttachment=1 Resetting timer

Thx for response Daniel.
Attachements are stored directly in CRM DB (in Annotation table).
I have also tried fiddler. And it looks response was OK (200). I think its problem with CRM for outlook client.

Event Receiver ItemAdded MS CRM 2011

Hi,
I'm playing with SharePoint 2010 and MS CRM 2011.
I developed simple event receiver on the document library which fire on ItemAdded and ItemAdding. Event receiver fire when I create folder inside SharePoint UI document
library and everything works fine.
Now, in MS CRM 2011 one of new feature is document management. MS CRM 2011 use SharePoint Foundation 2010 and create folder for each Account. In this case, when MS CRM
create folder in document library event receivers not fire.
Is there anybody who has some idea why?
Exolit

That's a strange issue that I also encountered, but only on our server. When I installed it on client's test server, it worked!! On our server I solved it by chance. I tried to make it some other way so I implemented some easy workflow that changed the
item's title to the item's ID. When I did it I found out that ItemAdded event was fired and everything worked. I was also curious, what if remove this workflow now. Suprisingly everything works now!! :D

Logo to MS CRM 2011

How can I add my company logo to MS CRM 2011 header? In 4.0 we used to change the image. But in 2011 that image appears in the middle of the header. how can make this left align?

There is no supported way to do this in CRM 2011 in the header. You could put an iframe on your forms that exposes an image or something like that though.
Jamie Miley
http://mileyja.blogspot.com
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SSRS Report on Audit History in MS CRM 2011

Hi,
I need to create a report on audit history, i am able to get the old value from changeddata in audit table.
How can i get the new value?
Thanks,
Arjun
arjun

Hi,
The change data only stores the old value - you need to look at the next audit record or the current record to get the new value.
See - http://a33ik.blogspot.co.uk/2011/11/crm-2011-reports-on-data-auditing.html
Hope this helps,
Scott
Scott Durow
Blog www.develop1.net
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CRM 2011: Link to record in workflow

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