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Filtered Views in CRM Reporting

While working with CRM Reports, we faced a scenario where data was not getting retrieved from FilteredViews in our IDE. Interestingly same queries were returning data from CRM tables but nothing from FilteredViews.

E.g. “Select * from SalesOrderDetail” table retrieved rows
“Select * from FilteredSalesOrderDetail” retrieved no rows

We made several checks including:

Report connection/data sources
User rights in CRM
Using the right DB [...]

Programmatically attaching file to Note – CRM 4.0

In Dynamics CRM 4.0, file attachment to entities is pretty simple as compared to CRM 3.0. UploadFromBase64DataAnnotationRequest and UploadFromBase64DataAnnotationResponse object are both deprecated. Instead a new attribute has been introduces in annotation object with documentbody that accepts string in base64 encoding. Please find the below sample:

Reading file data into Byte array and then converting it [...]

Dr. Strangelove Or: How I Learned To Stop Worrying and Love The AutoUpdate Tool

THERE IS A MUCH EASIER WAY OF DOING THIS NOW. SEE THIS LINK

Greetings,

Eric Newell from the Microsoft CRM Development Team recently posted a blog article outlining the procedures for setting up and configuring the AutoUpdate feature for Microsoft Dynamics 4.0 for Office Outlook. While Mike did a fine job with his post, it left a lot [...]

Dynamics CRM in Firefox? You Betcha!

Have you ever tried to use the Microsoft Dynamics CRM 4.0 web client in Firefox and received a scary screen that looked something like this?

After witnessing such a horrific screen did you immediately resign yourself to the fact that you would be forced into using IE? Did you shed a tear when you had to [...]