crm

How to set value of lookup field in a new entity in CRM using C#

由 我们两清 提交于 2021-02-11 14:55:09
问题 I am trying to update a Lookup field in CRM via the following code. Create a new entity Person Person contains a lookup field HospitalOfBirth from another entity Hospital Value to be inserted: hospitalName I referenced from online articles and drafted my code below. Entity Person = new Entity("Person"); //do I set the value of the field by the following? Person.Attributes[Person.HospitalOfBirth] = hospitalName; Person.Attributes[Person.HospitalOfBirth] = new EntityReference("Hospital", Person

Power BI to call CRM process

由 岁酱吖の 提交于 2021-02-11 13:39:08
问题 I have a Power BI report that is used to view some data from SQL Server. The user can make selections and the data is displayed on a table in the report. When the user makes a selection and clicks a button in Power BI, I want it to create data validation activities in CRM. Is there any way I can send the data and call a CRM process to create data validation activities? 回答1: PowerBI is meant for data visualization, not for application development, but can be extended for some extent. PowerBI

Dynamics CRM 2011 Plugin Retrieve and Retrieve Multiple

由 寵の児 提交于 2021-02-07 20:30:56
问题 I'm looking for some working examples of retrieve message and retrieve multiple message plugin (Early binding). I've failed to find any successfully examples looking on line. I've checked the SDK, and various forums. Links or working examples would be greatly appreciated! What I'm trying to accomplish is the intercept and update of specific fields before presentation on the UI. I'm able to partially accomplish this via javascript which is the preferred method, but unfortunately the

CRM FetchXML activitytypecode Result doesn't have enum int value

由 微笑、不失礼 提交于 2020-12-09 06:33:30
问题 I have a JS project where I want to pull out the CRM Activity types, let the user select and then do another fetchxml query with the chosen activity types. I can get distinct list of the activitytypecodes out with simple FetchXML <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true"> <entity name="activitypointer" > <attribute name="activitytypecode" /> </entity> </fetch> result.attributes["activitytypecode"].formattedValue; //Returns name - 'Phone Call' result

CRM FetchXML activitytypecode Result doesn't have enum int value

由 前提是你 提交于 2020-12-09 06:30:19
问题 I have a JS project where I want to pull out the CRM Activity types, let the user select and then do another fetchxml query with the chosen activity types. I can get distinct list of the activitytypecodes out with simple FetchXML <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true"> <entity name="activitypointer" > <attribute name="activitytypecode" /> </entity> </fetch> result.attributes["activitytypecode"].formattedValue; //Returns name - 'Phone Call' result

CRM客户关系管理给企业带来的效益

由 那年仲夏 提交于 2020-11-21 02:30:02
CRM 是英文 Customer Relationship Management ,也就是 客户关系管理 的缩写。 CRM的作用 1、整合客户企业和员工资源，优化业务流程。 2、提升企业、员工对客户的响应反馈速度。 3、提升企业销售业绩。 4、改善企业服务，提高客户满意度。 CRM给企业带来的效益 在企业的日常销售活动中，需要销售人员联系客户、记录沟通情况和销售进展等，因此企业有必要实施 CRM系统 ，帮助销售人员更有效的处理日常销售工作。 CRM系统 不能给企业带来直接的效益，给企业带来的是间接的、渐进的效益。例如：节约办公成本、深度挖掘客户价值、改善与客户的沟通和联系等等 据某权威咨询机构统计， CRM 客户关系管理 的使用可以帮助： 提升销售业绩 30% 提高工作效率 35% 客户满意度提升 35% 降低销售成本 10% 观辰CRM系统 ：最佳技术商务服务解决方案 B/S架构软件 ：部署实施高效便捷，运行维护成本低，单机/局域网/互联网均能使用，客户端电脑、移动端手机、平板电脑无需安装任何程序、用浏览器上网即可随时随地接入使用系统。 观辰 CRM 系统项目版在线试用 地址： http://crm.unigc.com/crm1212 咨询热线 :4006-131-091 来源： oschina 链接： https://my.oschina.net/u/217057/blog

How To Add Zoho CRM Leads with the Zoho CRM v2 API

由 妖精的绣舞 提交于 2020-06-22 04:02:26
问题 How do I add a Zoho CRM Lead with the Zoho CRM v2 API, using simple curl connections? The docs are not very clear on not only how to add a lead, but how to even get the proper oAuth token to create the lead. 回答1: The docs are not very clear on this process. So, I'll simplify this. The biggest hurdle are the steps to get the refresh token. Once you have that, you can generate countless access tokens that are used to make the actual API calls. How To Get Your Refresh Token Login to your Zoho
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