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Ronaldo Bernardo

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Especialista em Dynamics CRM
MCP - MBSS - MCTS , Consultor de CRM da L3 Informática
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October 22

Microsoft Dynamics CRM Rollup 7 com Suporte para Windows 7

 

Pessoal,

Essa novidade está saindo quentinha pra vocês, hoje a Microsoft disponibilizou o Rollup 7 para o Microsoft CRM 4.0, uma grande novidade embutida é o suporte para Windows 7, Windows Mobile e algumas correções.

http://www.microsoft.com/downloads/details.aspx?FamilyID=a4893988-7804-4e23-ab58-740441cc696e&displayLang=en

  1. Uma das correções que são destaque no Rollup 7, é poder exportar listas de Marketing com mais de 5.000 membros, e para você que estava tendo trabalho com o sistema de controle de horário o Rollup também trás algumas correções.
  2. Você precisa ter pelo menos o Rollup 5 em seu ambiente para aplicar o Rollup 7
  3. Você só deve instalar a atulização para o cliente depois que o server estiver atualizado.
  4. O ideal é que depois de atualizar o ambinte você limpe os temporarios do Internet Explorer.
  5. Para está versão,  o client para Outlook estará disponivel pela página principal do acesso via WEB.
  6. Para está versão, o Microsoft CRM disponibiliza uma nova área para configuração do acesso via Mobile.

 

Abraços

4:28 PM | Add a comment | Permalink | Blog it
October 16

CRM 4.0 Plug-in message input parameters

Message Name Request Name Parameter Type
AddItem AddItemCampaign CampaignId Guid
AddItem AddItemCampaign EntityId Guid
AddItem AddItemCampaign EntityName EntityName
AddItem AddItemCampaignActivity CampaignActivityId Guid
AddItem AddItemCampaignActivity ItemId Guid
AddItem AddItemCampaignActivity EntityName EntityName
AddMember AddMemberList ListId Guid
AddMember AddMemberList EntityId Guid
AddMembersByFetchXml AddMembersByFetchXmlList ListId Guid
AddMembersByFetchXml AddMembersByFetchXmlList FetchXml String
AddMembers AddMembersTeam TeamId Guid
AddMembers AddMembersTeam MemberIds Guid[]
AddPrivileges AddPrivilegesRole RoleId Guid
AddPrivileges AddPrivilegesRole Privileges RolePrivilege[]
AddProductToKit AddProductToKit KitId Guid
AddProductToKit AddProductToKit ProductId Guid
AddSubstitute AddSubstituteProduct ProductId Guid
AddSubstitute AddSubstituteProduct SubstituteId Guid
Assign Assign Target MonikerSelector
Assign Assign Assignee SecurityPrincipal
AssignUserRoles AssignUserRolesRole UserId Guid
AssignUserRoles AssignUserRolesRole RoleIds Guid[]
AssociateEntities AssociateEntities Moniker1 Moniker
AssociateEntities AssociateEntities Moniker2 Moniker
AssociateEntities AssociateEntities RelationshipName String
AutoMapEntity AutoMapEntity EntityMapId Guid
BackgroundSend BackgroundSendEmail Query Query
Book Book Target EntitySelector
BulkDelete BulkDelete QuerySet QueryExpressionArray
BulkDelete BulkDelete JobName String
BulkDelete BulkDelete SendEmailNotification Boolean
BulkDelete BulkDelete ToRecipients Guid[]
BulkDelete BulkDelete CCRecipients Guid[]
BulkDelete BulkDelete RecurrencePattern String
BulkDelete BulkDelete StartDateTime CrmDateTime
BulkDetectDuplicates BulkDetectDuplicates Query QueryExpression
BulkDetectDuplicates BulkDetectDuplicates JobName String
BulkDetectDuplicates BulkDetectDuplicates SendEmailNotification Boolean
BulkDetectDuplicates BulkDetectDuplicates TemplateId Guid
BulkDetectDuplicates BulkDetectDuplicates ToRecipients Guid[]
BulkDetectDuplicates BulkDetectDuplicates CCRecipients Guid[]
BulkDetectDuplicates BulkDetectDuplicates RecurrencePattern String
BulkDetectDuplicates BulkDetectDuplicates RecurrenceStartTime CrmDateTime
BulkOperationStatusClose BulkOperationStatusClose BulkOperationId Guid
BulkOperationStatusClose BulkOperationStatusClose FailureCount Int32
BulkOperationStatusClose BulkOperationStatusClose SuccessCount Int32
BulkOperationStatusClose BulkOperationStatusClose StatusReason Int32
BulkOperationStatusClose BulkOperationStatusClose ErrorCode Int32
CalculateActualValue CalculateActualValueOpportunity OpportunityId Guid
CalculateTotalTime CalculateTotalTimeIncident IncidentId Guid
Cancel CancelContract ContractId Guid
Cancel CancelContract CancelDate CrmDateTime
Cancel CancelContract Status Int32
Cancel CancelSalesOrder OrderClose Entity
Cancel CancelSalesOrder Status Int32
CheckClientCompatibility CheckClientCompatibility CrmClientVersion String
CheckIncoming CheckIncomingEmail MessageId String
CheckIncoming CheckIncomingEmail Subject String
CheckIncoming CheckIncomingEmail From String
CheckIncoming CheckIncomingEmail To String
CheckIncoming CheckIncomingEmail Cc String
CheckIncoming CheckIncomingEmail Bcc String
Check CheckNotifications Events Int32[]
Check CheckNotifications LastChecked CrmDateTime
CheckPromote CheckPromoteEmail MessageId String
CheckPromote CheckPromoteEmail Subject String
CheckRouterCompatibility CheckRouterCompatibility CrmRouterVersion String
CleanUpBulkOperation CleanUpBulkOperation BulkOperationId Guid
CleanUpBulkOperation CleanUpBulkOperation BulkOperationSource BulkOperationSource
Clone CloneContract ContractId Guid
Clone CloneContract IncludeCanceledLines Boolean
Close CloseIncident IncidentResolution Entity
Close CloseIncident Status Int32
Close CloseQuote QuoteClose Entity
Close CloseQuote Status Int32
CompoundCreate CompoundCreate Target CompoundSelector
CompoundUpdate CompoundUpdate Target CompoundSelector
CompoundUpdateDuplicateDetectionRule CompoundUpdateDuplicateDetectionRule Target CompoundSelector
ConvertKitToProduct ConvertKitToProduct KitId Guid
ConvertProductToKit ConvertProductToKit ProductId Guid
ConvertQuoteToSalesOrder ConvertQuoteToSalesOrder QuoteId Guid
ConvertQuoteToSalesOrder ConvertQuoteToSalesOrder ColumnSet ColumnSetBase
ConvertSalesOrderToInvoice ConvertSalesOrderToInvoice SalesOrderId Guid
ConvertSalesOrderToInvoice ConvertSalesOrderToInvoice ColumnSet ColumnSetBase
Copy CopyCampaign BaseCampaign Guid
Copy CopyCampaign SaveAsTemplate Boolean
CopyMembers CopyMembersList SourceListId Guid
CopyMembers CopyMembersList TargetListId Guid
Create Create Target EntitySelector
CreateActivities CreateActivitiesList ListId Guid
CreateActivities CreateActivitiesList FriendlyName String
CreateActivities CreateActivitiesList Activity Entity
CreateActivities CreateActivitiesList TemplateId Guid
CreateActivities CreateActivitiesList Propagate Boolean
CreateActivities CreateActivitiesList OwnershipOptions PropagationOwnershipOptions
CreateActivities CreateActivitiesList Owner Moniker
CreateActivities CreateActivitiesList sendEmail Boolean
CreateFromTemplate CreateFromTemplate WizardXml String
CreateOrUpdateImportMapFromApp CreateOrUpdateImportMapFromApp MapXml String
CreateOrUpdateImportMapFromApp CreateOrUpdateImportMapFromApp ColMappingIdsToDelete Guid[]
CreateOutlookSubscription CreateOutlookSubscriptionSubscriptionClients Target Entity
CreateSchedule CreateSchedule ReportId Guid
CreateSchedule CreateSchedule ScheduleXml String
CreateSchedule CreateSchedule ParameterXml String
CreateSchedule CreateSchedule ScheduledReportName String
CreateSubscription CreateSubscription Target Entity
CreateSubscriptionSyncInfo CreateSubscriptionSyncInfo Target Entity
CreateWithMapping CreateWithMappingImportMap ImportMap Entity
CreateWithMapping CreateWithMappingImportMap ColumnMappings EntityCollection
CreateWithMapping CreateWithMappingImportMap PickListMappings EntityCollection
CreateWithMapping CreateWithMappingImportMap LookUpMappings EntityCollection
CreateWithMapping CreateWithMappingImportMap OwnerMappings EntityCollection
CreateWithMapping CreateWithMappingImportMap TransformationMappings EntityCollection
CreateWithMapping CreateWithMappingImportMap TransformationParameterMappings EntityCollection
CreateWorkflowFromTemplate CreateWorkflowFromTemplate WorkflowName String
CreateWorkflowFromTemplate CreateWorkflowFromTemplate WorkflowTemplateId Guid
GetCacheContents DebugCacheGetContents CacheName String
FlushCache DebugFlushCache CacheName String
GenerateFault DebugGenerateFault FaultType FaultType
GetTraceBufferContents DebugTraceBufferGetContents
Delete Delete Target MonikerSelector
DeleteSubscription DeleteSubscription SubscriptionId Guid
DeliverIncoming DeliverIncomingEmail MessageId String
DeliverIncoming DeliverIncomingEmail Subject String
DeliverIncoming DeliverIncomingEmail From String
DeliverIncoming DeliverIncomingEmail To String
DeliverIncoming DeliverIncomingEmail Cc String
DeliverIncoming DeliverIncomingEmail Bcc String
DeliverIncoming DeliverIncomingEmail ReceivedOn CrmDateTime
DeliverIncoming DeliverIncomingEmail SubmittedBy String
DeliverIncoming DeliverIncomingEmail Importance String
DeliverIncoming DeliverIncomingEmail Body String
DeliverIncoming DeliverIncomingEmail Attachments EntityCollection
DeliverPromote DeliverPromoteEmail EmailId Guid
DeliverPromote DeliverPromoteEmail MessageId String
DeliverPromote DeliverPromoteEmail Subject String
DeliverPromote DeliverPromoteEmail From String
DeliverPromote DeliverPromoteEmail To String
DeliverPromote DeliverPromoteEmail Cc String
DeliverPromote DeliverPromoteEmail Bcc String
DeliverPromote DeliverPromoteEmail ReceivedOn CrmDateTime
DeliverPromote DeliverPromoteEmail SubmittedBy String
DeliverPromote DeliverPromoteEmail Importance String
DeliverPromote DeliverPromoteEmail Body String
DeliverPromote DeliverPromoteEmail Attachments EntityCollection
DeprovisionLanguage DeprovisionLanguage Language Int32
DetachFromQueue DetachFromQueueEmail EmailId Guid
DetachFromQueue DetachFromQueueEmail QueueId Guid
DisassociateEntities DisassociateEntities Moniker1 Moniker
DisassociateEntities DisassociateEntities Moniker2 Moniker
DisassociateEntities DisassociateEntities RelationshipName String
DistributeCampaignActivity DistributeCampaignActivity CampaignActivityId Guid
DistributeCampaignActivity DistributeCampaignActivity Propagate Boolean
DistributeCampaignActivity DistributeCampaignActivity Activity Entity
DistributeCampaignActivity DistributeCampaignActivity TemplateId Guid
DistributeCampaignActivity DistributeCampaignActivity OwnershipOptions PropagationOwnershipOptions
DistributeCampaignActivity DistributeCampaignActivity Owner Moniker
DistributeCampaignActivity DistributeCampaignActivity SendEmail Boolean
DownloadReportDefinition DownloadReportDefinition ReportId Guid
ExecuteById ExecuteByIdSavedQuery EntityId Guid
ExecuteById ExecuteByIdUserQuery EntityId RequestMoniker
Execute ExecuteCampaignActivity CampaignActivityId Guid
Execute ExecuteCampaignActivity Propagate Boolean
Execute ExecuteCampaignActivity Activity Entity
Execute ExecuteCampaignActivity TemplateId Guid
Execute ExecuteCampaignActivity OwnershipOptions PropagationOwnershipOptions
Execute ExecuteFetch FetchXml String
ExecuteWorkflow ExecuteWorkflow EntityId Guid
ExecuteWorkflow ExecuteWorkflow WorkflowId Guid
Expand ExpandCalendar CalendarId Guid
Expand ExpandCalendar Start CrmDateTime
Expand ExpandCalendar End CrmDateTime
ExportAll ExportAllXml
ExportCompressedAll ExportCompressedAllXml EmbeddedFileName String
ExportCompressedTranslations ExportCompressedTranslationsXml EmbeddedFileName String
ExportCompressed ExportCompressedXml ParameterXml String
ExportCompressed ExportCompressedXml EmbeddedFileName String
ExportLinearMappings ExportLinearMappingsImportMap ImportMapId Guid
ExportMappings ExportMappingsImportMap ImportMapId Guid
ExportTranslations ExportTranslationsXml
Export ExportXml ParameterXml String
FetchXmlToEntityExpression FetchXmlToQueryExpression FetchXml String
FindParent FindParentResourceGroup ParentId Guid
FindParent FindParentResourceGroup ChildrenIds Guid[]
FireEvent FireNotificationEvent EventType Int32
FireEvent FireNotificationEvent EventData String
Fulfill FulfillSalesOrder OrderClose Entity
Fulfill FulfillSalesOrder Status Int32
GenerateInvoiceFromOpportunity GenerateInvoiceFromOpportunity OpportunityId Guid
GenerateInvoiceFromOpportunity GenerateInvoiceFromOpportunity ColumnSet ColumnSetBase
GenerateNumber GenerateNumber PrefixName String
GenerateNumber GenerateNumber CurrentNumberName String
GenerateNumber GenerateNumber AddSuffix Boolean
GenerateQuoteFromOpportunity GenerateQuoteFromOpportunity OpportunityId Guid
GenerateQuoteFromOpportunity GenerateQuoteFromOpportunity ColumnSet ColumnSetBase
GenerateSalesOrderFromOpportunity GenerateSalesOrderFromOpportunity OpportunityId Guid
GenerateSalesOrderFromOpportunity GenerateSalesOrderFromOpportunity ColumnSet ColumnSetBase
GenerateSnapshot GenerateSnapshot ReportId Guid
GetAllTimeZonesWithDisplayName GetAllTimeZonesWithDisplayName LocaleId Int32
GetCommitmentSubjects GetCommitmentSubjects ActivityIds Guid[]
GetDecryptionKey GetDecryptionKey
GetDistinctValues GetDistinctValuesImportFile ImportFileId Guid
GetDistinctValues GetDistinctValuesImportFile columnNumber Int32
GetDistinctValues GetDistinctValuesImportFile pageNumber Int32
GetDistinctValues GetDistinctValuesImportFile recordsPerPage Int32
GetEntityWiseDuplicatesCount GetEntityWiseDuplicatesCount Entity Entity
GetEntityWiseDuplicatesCountForSystemWide GetEntityWiseDuplicatesCountForSystemWide BaseRecordId Guid
GetEntityWiseDuplicatesCountForSystemWide GetEntityWiseDuplicatesCountForSystemWide AsyncOperationId Guid
GetHeaderColumns GetHeaderColumnsImportFile ImportFileId Guid
GetImportableCompressedEntities GetImportableCompressedEntities CompressedCustomizationXml Byte[]
GetImportableEntities GetImportableEntities CustomizationXml String
GetInvoiceProductsFromOpportunity GetInvoiceProductsFromOpportunity OpportunityId Guid
GetInvoiceProductsFromOpportunity GetInvoiceProductsFromOpportunity InvoiceId Guid
GetMailMergeTargetEntityType GetMailMergeTargetEntityType CampaignActivityId Guid
GetOutlookSyncData GetOutlookSyncDataSubscriptionClients ClientId Guid
GetOutlookSyncData GetOutlookSyncDataSubscriptionClients EntityName String
GetOutlookSyncData GetOutlookSyncDataSubscriptionClients SyncAction SyncAction
GetOutlookSyncData GetOutlookSyncDataSubscriptionClients BatchSize Int32
GetOutlookSyncData GetOutlookSyncDataSubscriptionClients ColumnSetXml String
GetQuantityDecimal GetQuantityDecimal Target MonikerSelector
GetQuantityDecimal GetQuantityDecimal ProductId Guid
GetQuantityDecimal GetQuantityDecimal UoMId Guid
GetQuoteProductsFromOpportunity GetQuoteProductsFromOpportunity OpportunityId Guid
GetQuoteProductsFromOpportunity GetQuoteProductsFromOpportunity QuoteId Guid
GetReportHistoryLimit GetReportHistoryLimit ReportId Guid
GetReportParameters GetReportParameters ReportId Guid
GetSalesOrderProductsFromOpportunity GetSalesOrderProductsFromOpportunity OpportunityId Guid
GetSalesOrderProductsFromOpportunity GetSalesOrderProductsFromOpportunity SalesOrderId Guid
GetSyncData GetSyncDataSubscription SubscriptionId Guid
GetSyncData GetSyncDataSubscription EntityName String
GetSyncData GetSyncDataSubscription SyncAction SyncAction
GetSyncData GetSyncDataSubscription BatchSize Int32
GetSyncData GetSyncDataSubscription ColumnSetXml String
GetTimeZoneCodeByLocalizedName GetTimeZoneCodeByLocalizedName LocalizedStandardName String
GetTimeZoneCodeByLocalizedName GetTimeZoneCodeByLocalizedName LocaleId Int32
GetTrackingToken GetTrackingTokenEmail Subject String
GetUnprocessedRecords GetUnprocessedRecords EntityName String
GetUnprocessedRecords GetUnprocessedRecords Columns String[]
GetUnprocessedRecords GetUnprocessedRecords RuleId Guid
GetUnprocessedRecords GetUnprocessedRecords PageSize Int32
GrantAccess GrantAccess Target MonikerSelector
GrantAccess GrantAccess PrincipalAccess PrincipalAccess
Handle Handle Target MonikerSelector
Handle Handle SourceQueueId Guid
ImportAll ImportAllXml CustomizationXml String
ImportCompressedAll ImportCompressedAllXml CompressedCustomizationXml Byte[]
ImportCompressedTranslationsWithProgress ImportCompressedTranslationsXmlWithProgress CompressedTranslationsXml Byte[]
ImportCompressedTranslationsWithProgress ImportCompressedTranslationsXmlWithProgress ImportJobId Guid
ImportCompressedWithProgress ImportCompressedXmlWithProgress ParameterXml String
ImportCompressedWithProgress ImportCompressedXmlWithProgress CompressedCustomizationXml Byte[]
ImportCompressedWithProgress ImportCompressedXmlWithProgress ImportJobId Guid
ImportLinearMappings ImportLinearMappingsImportMap MappingsXml String
ImportLinearMappings ImportLinearMappingsImportMap ReplaceIds Boolean
ImportMappings ImportMappingsImportMap MappingsXml String
ImportMappings ImportMappingsImportMap ReplaceIds Boolean
ImportRecords ImportRecordsImport ImportId Guid
ImportTranslationsWithProgress ImportTranslationsXmlWithProgress ImportXml String
ImportTranslationsWithProgress ImportTranslationsXmlWithProgress ImportJobId Guid
Import ImportXml ParameterXml String
Import ImportXml CustomizationXml String
ImportWithProgress ImportXmlWithProgress ParameterXml String
ImportWithProgress ImportXmlWithProgress CustomizationXml String
ImportWithProgress ImportXmlWithProgress ImportJobId Guid
InitializeFrom InitializeFrom EntityMoniker Moniker
InitializeFrom InitializeFrom TargetEntityName String
InitializeFrom InitializeFrom TargetFieldType TargetFieldType
Instantiate InstantiateTemplate TemplateId Guid
Instantiate InstantiateTemplate ObjectType String
Instantiate InstantiateTemplate ObjectId Guid
InviteUser InviteUser UserId Guid
IsBackOfficeInstalled IsBackOfficeInstalled
IsPrimaryClient IsPrimaryClientSubscriptionClients ClientId Guid
IsServerWorkgroup IsServerWorkgroup
IsSupportUserRole IsSupportUserRole RoleId Guid
IsSystemAdministratorRole IsSystemAdministratorRole RoleId Guid
IsValidStateTransition IsValidStateTransition Entity DynamicEntityRequestMoniker
IsValidStateTransition IsValidStateTransition NewState String
IsValidStateTransition IsValidStateTransition NewStatus Int32
ListSnapshots ListSnapshots ReportId Guid
LocalTimeFromUtcTime LocalTimeFromUtcTime TimeZoneCode Int32
LocalTimeFromUtcTime LocalTimeFromUtcTime UtcTime CrmDateTime
LockInvoicePricing LockInvoicePricing InvoiceId Guid
LockSalesOrderPricing LockSalesOrderPricing SalesOrderId Guid
LogFailure LogFailureBulkOperation BulkOperationId Guid
LogFailure LogFailureBulkOperation RegardingObjectId Guid
LogFailure LogFailureBulkOperation RegardingObjectTypeCode Int32
LogFailure LogFailureBulkOperation ErrorCode Int32
LogFailure LogFailureBulkOperation Message String
LogFailure LogFailureBulkOperation AdditionalInfo String
LogSuccess LogSuccessBulkOperation BulkOperationId Guid
LogSuccess LogSuccessBulkOperation RegardingObjectId Guid
LogSuccess LogSuccessBulkOperation RegardingObjectTypeCode Int32
LogSuccess LogSuccessBulkOperation CreatedObjectId Guid
LogSuccess LogSuccessBulkOperation CreatedObjectTypeCode Int32
LogSuccess LogSuccessBulkOperation AdditionalInfo String
Lose LoseOpportunity OpportunityClose Entity
Lose LoseOpportunity Status Int32
MakeAvailableToOrganization MakeAvailableToOrganizationReport ReportId Guid
MakeAvailableToOrganization MakeAvailableToOrganizationTemplate TemplateId Guid
MakeUnavailableToOrganization MakeUnavailableToOrganizationReport ReportId Guid
MakeUnavailableToOrganization MakeUnavailableToOrganizationTemplate TemplateId Guid
Merge Merge Target MonikerSelector
Merge Merge SubordinateId Guid
Merge Merge UpdateContent Entity
Merge Merge PerformParentingChecks Boolean
ModifyAccess ModifyAccess Target MonikerSelector
ModifyAccess ModifyAccess PrincipalAccess PrincipalAccess
MyCreateActivities MyCreateActivitiesList ListId Guid
MyCreateActivities MyCreateActivitiesList FriendlyName String
MyCreateActivities MyCreateActivitiesList Activity Entity
MyCreateActivities MyCreateActivitiesList TemplateId Guid
MyCreateActivities MyCreateActivitiesList Propagate Boolean
MyCreateActivities MyCreateActivitiesList OwnershipOptions PropagationOwnershipOptions
MyCreateActivities MyCreateActivitiesList PostWorkflowEvent Boolean
MyExecute MyExecuteCampaignActivity CampaignActivityId Guid
MyExecute MyExecuteCampaignActivity Propagate Boolean
MyExecute MyExecuteCampaignActivity ActivityXml String
MyExecute MyExecuteCampaignActivity TemplateId Guid
MyExecute MyExecuteCampaignActivity OwnershipOptions PropagationOwnershipOptions
MyExecute MyExecuteCampaignActivity PostWorkflowEvent Boolean
MyExecute MyExecuteCampaignActivity Owner Moniker
MyExecute MyExecuteCampaignActivity SendEmail Boolean
Parse ParseImport ImportId Guid
PostOutlookSync PostOutlookSyncSubscriptionClients ClientId Guid
PostOutlookSync PostOutlookSyncSubscriptionClients EntityName String
PostOutlookSync PostOutlookSyncSubscriptionClients SyncAction SyncAction
PostOutlookSync PostOutlookSyncSubscriptionClients BatchSize Int32
PostSync PostSyncSubscription SubscriptionId Guid
PostSync PostSyncSubscription EntityName String
PostSync PostSyncSubscription SyncAction SyncAction
PostSync PostSyncSubscription BatchSize Int32
PrepareOutlookSync PrepareOutlookSyncSubscriptionClients ClientId Guid
PrepareOutlookSync PrepareOutlookSyncSubscriptionClients Type Int32
PrepareSync PrepareSyncSubscription SubscriptionId Guid
PrepareSync PrepareSyncSubscription Type Int32
ProcessInbound ProcessInboundEmail InboundEmailActivity Guid
ProcessOneMemberBulkOperation ProcessOneMemberBulkOperation BulkOperationId Guid
ProcessOneMemberBulkOperation ProcessOneMemberBulkOperation Entity Entity
ProcessOneMemberBulkOperation ProcessOneMemberBulkOperation BulkOperationSource BulkOperationSource
PromoteToAdmin PromoteToAdmin UserId Guid
PropagateByExpression PropagateByExpression QueryExpression Query
PropagateByExpression PropagateByExpression FriendlyName String
PropagateByExpression PropagateByExpression ExecuteImmediately Boolean
PropagateByExpression PropagateByExpression Activity Entity
PropagateByExpression PropagateByExpression TemplateId Guid
PropagateByExpression PropagateByExpression OwnershipOptions PropagationOwnershipOptions
PropagateByExpression PropagateByExpression PostWorkflowEvent Boolean
PropagateByExpression PropagateByExpression Owner Moniker
PropagateByExpression PropagateByExpression SendEmail Boolean
ProvisionLanguage ProvisionLanguage Language Int32
PublishAll PublishAllXml
Publish PublishDuplicateRule DuplicateRuleId Guid
PublishExternal PublishExternal ReportId Guid
PublishResourceGroups PublishResourceGroups
Publish PublishXml ParameterXml String
QualifyMember QualifyMemberList ListId Guid
QualifyMember QualifyMemberList MembersId Guid[]
QualifyMember QualifyMemberList OverrideorRemove Boolean
EntityExpressionToFetchXml QueryExpressionToFetchXml Query QueryExpression
QueryMultiple QueryMultipleSchedules ResourceIds Guid[]
QueryMultiple QueryMultipleSchedules Start CrmDateTime
QueryMultiple QueryMultipleSchedules End CrmDateTime
QueryMultiple QueryMultipleSchedules TimeCodes TimeCode[]
Query QuerySchedule ResourceId Guid
Query QuerySchedule Start CrmDateTime
Query QuerySchedule End CrmDateTime
Query QuerySchedule TimeCodes TimeCode[]
ReassignObjects ReassignObjectsSystemUser UserId Guid
ReassignObjects ReassignObjectsSystemUser ReassignPrincipal SecurityPrincipal
RegisterSolution RegisterSolution PluginAssembly Entity
RegisterSolution RegisterSolution Steps SdkMessageProcessingStepRegistration[]
RemoveClientFromSubscription RemoveClientFromSubscriptionSubscriptionClients ClientId Guid
RemoveItem RemoveItemCampaign CampaignId Guid
RemoveItem RemoveItemCampaign EntityId Guid
RemoveItem RemoveItemCampaignActivity CampaignActivityId Guid
RemoveItem RemoveItemCampaignActivity ItemId Guid
RemoveMember RemoveMemberList ListId Guid
RemoveMember RemoveMemberList EntityId Guid
RemoveMembersByFetchXml RemoveMembersByFetchXmlList ListId Guid
RemoveMembersByFetchXml RemoveMembersByFetchXmlList FetchXml String
RemoveMembersByFetchXml RemoveMembersByFetchXmlList KeepReturned Boolean
RemoveMembers RemoveMembersTeam TeamId Guid
RemoveMembers RemoveMembersTeam MemberIds Guid[]
RemoveParent RemoveParent Target MonikerSelector
RemovePrivilege RemovePrivilegeRole RoleId Guid
RemovePrivilege RemovePrivilegeRole PrivilegeId Guid
RemoveProductFromKit RemoveProductFromKit KitId Guid
RemoveProductFromKit RemoveProductFromKit ProductId Guid
RemoveRelated RemoveRelated Target RelatedSelector
RemoveSubstitute RemoveSubstituteProduct ProductId Guid
RemoveSubstitute RemoveSubstituteProduct SubstituteId Guid
RemoveUserRoles RemoveUserRolesRole UserId Guid
RemoveUserRoles RemoveUserRolesRole RoleIds Guid[]
Renew RenewContract ContractId Guid
Renew RenewContract Status Int32
Renew RenewContract IncludeCanceledLines Boolean
ReplacePrivileges ReplacePrivilegesRole RoleId Guid
ReplacePrivileges ReplacePrivilegesRole Privileges RolePrivilege[]
Reschedule Reschedule Target EntitySelector
ResetOfflineFilters ResetDataFilters
ResolveEmailAddress ResolveEmailAddress EmailAddresses String
ResolveEmailAddress ResolveEmailAddress ObjectTypeCodes Int32[]
Retrieve Retrieve Target MonikerSelector
Retrieve Retrieve ColumnSet ColumnSetBase
RetrieveAllChildUsers RetrieveAllChildUsersSystemUser EntityId Guid
RetrieveAllChildUsers RetrieveAllChildUsersSystemUser ColumnSet ColumnSetBase
RetrieveAvailableLanguages RetrieveAvailableLanguages
RetrieveBusinessHierarchy RetrieveBusinessHierarchyBusinessUnit EntityId RequestMoniker
RetrieveBusinessHierarchy RetrieveBusinessHierarchyBusinessUnit ColumnSet ColumnSetBase
RetrieveByGroup RetrieveByGroupResource ResourceGroupId Guid
RetrieveByGroup RetrieveByGroupResource Query QueryExpression
RetrieveByResource RetrieveByResourceResourceGroup ResourceId Guid
RetrieveByResource RetrieveByResourceResourceGroup Query QueryExpression
RetrieveByResources RetrieveByResourcesService ResourceIds Guid[]
RetrieveByResources RetrieveByResourcesService Query QueryExpression
RetrieveByTopIncidentProduct RetrieveByTopIncidentProductKbArticle ProductId Guid
RetrieveByTopIncidentSubject RetrieveByTopIncidentSubjectKbArticle SubjectId Guid
RetrieveClientSubscription RetrieveClientSubscriptionSubscriptionClients ClientId Guid
RetrieveClientSubscription RetrieveClientSubscriptionSubscriptionClients ColumnSet ColumnSetBase
RetrieveCollation RetrieveCollation
RetrieveCustomersNotPlacedOrders RetrieveCustomersNotPlacedOrders Query Query
RetrieveDeploymentLicenseType RetrieveDeploymentLicenseType
RetrieveDeprovisionedLanguages RetrieveDeprovisionedLanguages
RetrieveDuplicates RetrieveDuplicates BusinessEntity Entity
RetrieveDuplicates RetrieveDuplicates MatchingEntityName String
RetrieveDuplicates RetrieveDuplicates PagingInfo PagingInfo
RetrieveEntitiesToFilter RetrieveEntitiesToFilter CampaignActivityId Guid
RetrieveEntitiesToFilter RetrieveEntitiesToFilter EntityName EntityName
RetrieveEntitiesToMailMerge RetrieveEntitiesToMailMerge CampaignActivityId Guid
RetrieveEntitiesToMailMerge RetrieveEntitiesToMailMerge Query QueryExpression
RetrieveEntitiesToMailMerge RetrieveEntitiesToMailMerge EntityName EntityName
RetrieveEntityXml RetrieveEntityXml EntityName String
RetrieveExchangeRate RetrieveExchangeRate TransactionCurrencyId Guid
RetrieveFormXml RetrieveFormXml EntityName String
RetrieveInstalledLanguagePacks RetrieveInstalledLanguagePacks
RetrieveLicenseInfo RetrieveLicenseInfo AccessMode Int32
RetrieveLocLabels RetrieveLocLabels EntityMoniker Moniker
RetrieveLocLabels RetrieveLocLabels AttributeName String
RetrieveLocLabels RetrieveLocLabels IncludeUnpublished Boolean
RetrieveMembersBulkOperation RetrieveMembersBulkOperation BulkOperationId Guid
RetrieveMembersBulkOperation RetrieveMembersBulkOperation BulkOperationSource BulkOperationSource
RetrieveMembersBulkOperation RetrieveMembersBulkOperation EntitySource EntitySource
RetrieveMembers RetrieveMembersTeam EntityId Guid
RetrieveMembers RetrieveMembersTeam MemberColumnSet ColumnSetBase
RetrieveMultiple RetrieveMultiple Query Query
RetrieveParentGroups RetrieveParentGroupsResourceGroup ResourceGroupId Guid
RetrieveParentGroups RetrieveParentGroupsResourceGroup Query QueryExpression
RetrieveParsedData RetrieveParsedDataImportFile ImportFileId Guid
RetrieveParsedData RetrieveParsedDataImportFile PagingInfo PagingInfo
RetrievePrincipalAccess RetrievePrincipalAccess Target MonikerSelector
RetrievePrincipalAccess RetrievePrincipalAccess Principal SecurityPrincipal
RetrievePrivilegeSet RetrievePrivilegeSet
RetrieveProvisionedLanguages RetrieveProvisionedLanguages
RetrieveReportSqlFromQuery RetrieveReportSqlFromQuery FetchXml String
RetrieveReportSqlFromQuery RetrieveReportSqlFromQuery UseStoredProcedures Boolean
RetrieveReportSqlFromQuery RetrieveReportSqlFromQuery RetrieveAllColumns Boolean
RetrieveRolePrivileges RetrieveRolePrivilegesRole RoleId Guid
RetrieveSharedPrincipalsAndAccess RetrieveSharedPrincipalsAndAccess Target MonikerSelector
RetrieveSubGroups RetrieveSubGroupsResourceGroup ResourceGroupId Guid
RetrieveSubGroups RetrieveSubGroupsResourceGroup Query QueryExpression
RetrieveSubsidiaryTeams RetrieveSubsidiaryTeamsBusinessUnit EntityId Guid
RetrieveSubsidiaryTeams RetrieveSubsidiaryTeamsBusinessUnit ColumnSet ColumnSetBase
RetrieveSubsidiaryUsers RetrieveSubsidiaryUsersBusinessUnit EntityId Guid
RetrieveSubsidiaryUsers RetrieveSubsidiaryUsersBusinessUnit ColumnSet ColumnSetBase
RetrieveTeams RetrieveTeamsSystemUser EntityId Guid
RetrieveTeams RetrieveTeamsSystemUser ColumnSet ColumnSetBase
RetrieveUnpublished RetrieveUnpublished Target MonikerSelector
RetrieveUnpublished RetrieveUnpublished ColumnSet ColumnSetBase
RetrieveUnpublishedMultiple RetrieveUnpublishedMultiple Query Query
RetrieveUserPrivileges RetrieveUserPrivileges UserId Guid
RetrieveUserSettings RetrieveUserSettingsSystemUser EntityId Guid
RetrieveUserSettings RetrieveUserSettingsSystemUser ColumnSet ColumnSetBase
RetrieveVersion RetrieveVersion
Revise ReviseQuote QuoteId Guid
Revise ReviseQuote ColumnSet ColumnSetBase
RevokeAccess RevokeAccess Target MonikerSelector
RevokeAccess RevokeAccess Revokee SecurityPrincipal
Rollup Rollup Target RollupSelector
Rollup Rollup RollupType RollupType
Route Route Target MonikerSelector
Route Route SourceQueueId Guid
Route Route RouteType RouteType
Route Route EndpointId Guid
Search Search AppointmentRequest AppointmentRequest
SearchByBody SearchByBodyKbArticle SearchText String
SearchByBody SearchByBodyKbArticle SubjectId Guid
SearchByBody SearchByBodyKbArticle ColumnSet ColumnSetBase
SearchByKeywords SearchByKeywordsKbArticle SearchText String
SearchByKeywords SearchByKeywordsKbArticle SubjectId Guid
SearchByKeywords SearchByKeywordsKbArticle ColumnSet ColumnSetBase
SearchByTitle SearchByTitleKbArticle SearchText String
SearchByTitle SearchByTitleKbArticle SubjectId Guid
SearchByTitle SearchByTitleKbArticle ColumnSet ColumnSetBase
BulkMail SendBulkMail Sender Moniker
BulkMail SendBulkMail TemplateId Guid
BulkMail SendBulkMail RegardingType String
BulkMail SendBulkMail RegardingId Guid
BulkMail SendBulkMail Query QueryExpression
Send SendEmail EmailId Guid
Send SendEmail IssueSend Boolean
Send SendEmail TrackingToken String
SendFromTemplate SendEmailFromTemplate TemplateId Guid
SendFromTemplate SendEmailFromTemplate RegardingType String
SendFromTemplate SendEmailFromTemplate RegardingId Guid
SendFromTemplate SendEmailFromTemplate Target EntitySelector
Send SendFax FaxId Guid
Send SendFax IssueSend Boolean
Send SendTemplate TemplateId Guid
Send SendTemplate Sender Moniker
Send SendTemplate RecipientType String
Send SendTemplate RecipientIds Guid[]
Send SendTemplate RegardingType String
Send SendTemplate RegardingId Guid
SetBaseCurrency SetBaseCurrency CurrencyCode String
SetBaseCurrency SetBaseCurrency CurrencyName String
SetBaseCurrency SetBaseCurrency CurrencySymbol String
SetBusiness SetBusinessEquipment EquipmentId Guid
SetBusiness SetBusinessEquipment BusinessUnitId Guid
SetBusiness SetBusinessSystemUser UserId Guid
SetBusiness SetBusinessSystemUser BusinessId Guid
SetBusiness SetBusinessSystemUser ReassignPrincipal SecurityPrincipal
SetDevErrors SetDevErrors UserId Guid
SetDevErrors SetDevErrors OrganizationId Guid
SetDevErrors SetDevErrors Value Boolean
SetLocLabels SetLocLabels EntityMoniker Moniker
SetLocLabels SetLocLabels AttributeName String
SetLocLabels SetLocLabels Labels LocLabel[]
SetParent SetParentBusinessUnit BusinessUnitId Guid
SetParent SetParentBusinessUnit ParentId Guid
SetParent SetParentSystemUser UserId Guid
SetParent SetParentSystemUser ParentId Guid
SetParent SetParentSystemUser KeepChildUsers Boolean
SetParent SetParentTeam TeamId Guid
SetParent SetParentTeam BusinessId Guid
SetPrimaryClient SetPrimaryClientSubscriptionClients ClientId Guid
SetRelated SetRelated Target RelatedSelector
SetReportRelated SetReportRelated ReportId Guid
SetReportRelated SetReportRelated Entities Int32[]
SetReportRelated SetReportRelated Categories Int32[]
SetReportRelated SetReportRelated Visibility Int32[]
SetState SetState{Entity.PrimaryEntityName} EntityMoniker SetStateRequestMoniker
SetState SetState{Entity.PrimaryEntityName} state State
SetState SetState{Entity.PrimaryEntityName} status Int32
SetStateDynamicEntity SetStateDynamicEntity EntityMoniker DynamicEntityRequestMoniker
SetStateDynamicEntity SetStateDynamicEntity State String
SetStateDynamicEntity SetStateDynamicEntity Status Int32
StatusUpdateBulkOperation StatusUpdateBulkOperation BulkOperationId Guid
StatusUpdateBulkOperation StatusUpdateBulkOperation FailureCount Int32
StatusUpdateBulkOperation StatusUpdateBulkOperation SuccessCount Int32
Transform TransformImport ImportId Guid
UnlockInvoicePricing UnlockInvoicePricing InvoiceId Guid
UnlockSalesOrderPricing UnlockSalesOrderPricing SalesOrderId Guid
Unpublish UnpublishDuplicateRule DuplicateRuleId Guid
UnregisterSolution UnregisterSolution PluginAssemblyId Guid
Update Update Target EntitySelector
UpdateFromTemplate UpdateFromTemplate ReportId Guid
UpdateFromTemplate UpdateFromTemplate WizardXml String
UpdateRecurrencePattern UpdateRecurrencePattern AsyncOperationId Guid
UpdateRecurrencePattern UpdateRecurrencePattern RecurrencePattern String
UpdateRecurrencePattern UpdateRecurrencePattern RecurrenceStartTime CrmDateTime
UpdateSchedule UpdateSchedule ReportId Guid
UpdateSchedule UpdateSchedule ScheduleXml String
UpdateSchedule UpdateSchedule ParameterXml String
UpdateSchedule UpdateSchedule ScheduledReportName String
UpdateUserSettings UpdateUserSettingsSystemUser UserId Guid
UpdateUserSettings UpdateUserSettingsSystemUser Settings Entity
UtcTimeFromLocalTime UtcTimeFromLocalTime TimeZoneCode Int32
UtcTimeFromLocalTime UtcTimeFromLocalTime LocalTime CrmDateTime
Validate Validate Activities EntityCollection
Validate ValidateSavedQuery FetchXml String
Validate ValidateSavedQuery QueryType Int32
WhoAmI WhoAmI
Win WinOpportunity OpportunityClose Entity
Win WinOpportunity Status Int32
Win WinQuote QuoteClose Entity
Win WinQuote Status Int32
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July 24

Vale apena aprender e investir na Plataforma Dynamics CRM ?

Assista este video e veja a resposta para essa pergunta!!!
  
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July 03

Microsoft Dynamics CRM 4.0 Rollup 5

 
 
Bom pessoal,
 
Estou voltando de  férias e trazendo uma novidade direto do forno, a Microsoft lançou o Rollup 5 para o CRM.
 
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April 22

Acessando a definição de uma Entidade

 
Para que possamos customizar o Microsoft CRM, o Produto nos fornece um editor de customização, aonde podemos  criar novos campos, novas views e até mesmo criar   novas Entidades .
Porém existe uma lista com todas a definições das Entidades que não está disponivel via  Editor de Entidades. Para que possamos acessar está lista completa temos que digitar o endereço diretamente no Navegador. Veja o Exemplo: http://192.168.1.225:5555/SDK/list.aspx
 
 
 
Escolha qual Entidade deseja consultar e clique em Definição
 
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April 09

Alterando o nível de requisto de um campo em Runtime

 
Hoje eu trago uma dica bacana para quem deseja alterar o nivel de requisito de um campo em tempo real, lembrado que isto não é suportado.
 
 
O SDK contempla somente a leitura desta propriedade, conforme o código abaixo.
 
var CRM_REQUIRED_LEVEL_NORMAL = 0;
var CRM_REQUIRED_LEVEL_RECOMMENDED = 1;
var CRM_REQUIRED_LEVEL_REQUIRED = 2;
var oField = crmForm.all.SOME_FIELD_ID;

switch (oField.RequiredLevel)
{
   case CRM_REQUIRED_LEVEL_NORMAL:
      alert("This field is not required or recommended");
      break;

   case CRM_REQUIRED_LEVEL_RECOMMENDED:
      alert("This field is business recommended");
      break;

   case CRM_REQUIRED_LEVEL_REQUIRED:
      alert("This field is required");
      break;
}
 
Agora se deseja mesmo alterar......  
 
//Sem Restrições
crmForm.SetFieldReqLevel("fieldname", 0);

 //Requisito Comercial
crmForm.SetFieldReqLevel("fieldname", 1);

//Recomendações Comerciais
crmForm.SetFieldReqLevel("fieldname", 2);
 
 

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March 19

Rollup 3 para Microsoft CRM 4.0

 
 
Bom, no último dia 12 de Março a Microsoft Disponibilizou o terceiro pacote de atualização do Microsoft Dynamics CRM 4.0, este Rollup manteve a mesma suite de atualizações que foi lançada no Rollup 2.
Na parte de Server temos uma atualização para cada componente como o E-mail Router, Data Migration Manager e o Conector do Reporting Services, fora a atualização do próprio Servidor.
E para voce que usa o Client para Outlook temos também uma atualização, lembrando que estes pacotes estão diponiveis em todos os idiomas.
 
 
Segue abaixo o link para Download.
 
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March 12

WEB Part para Microsoft Dynamics CRM 4.0

 
 
Se você precisar de uma rápida integração do Microsoft Dynamcs CRM com Microsoft SharePoint você tem opção de usar um WEB Part para SharePoint que já existia para a versão 3.0 do Microsoft CRM.
 
Está nova versão traz as seguintes funcionalidades:
 

·         Fornece melhor suporte para conectar as Web Parts da Lista.

·         Oferece suporte a vários idiomas.

·         Fornece suporte a várias organizações (multitenancy) usando um serviço da Web do Microsoft Dynamics CRM 4.0 para localizar a URL das organizações.

        ·         Fornece suporte à implantação voltada para a Internet (IFD) do Microsoft Dynamics CRM 4.0.

        ·         Acessa os dados usando os serviços da Web.

        ·         Implanta a Web Part da Lista e os pacotes de idiomas usando a Implantação de Solução do SharePoint, que permite a implantação em farms de servidores.

        ·         Oferece suporte a uma configuração de múltiplos servidores.

        ·         Oferece suporte à Secure Socket Layer (SSL); extremamente recomendado para implantações voltadas para a Internet do Microsoft Dynamics CRM.

   

 

    OBS. Não precisa usar representação nem confiança para delegação entre o servidor do SharePoint e o banco de dados do Microsoft Dynamics CRM como usava na Web Part da Lista para o Microsoft Dynamics CRM 3.0.

 
Segue o Link para Download da Web Part.
 
 
Pacote de Idiomas da Web Part da Lista para Microsoft Dynamics CRM 4.0
 
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February 25

Ferramentas para Microsoft Dynamics CRM

Para que possamos fazer o desenvolvimento de CRM via plugin temos que registrar nossa DLL, para isso a Microsoft Disponibiliza no SDK uma ferramenta de Plugin , porém essa ferramenta precisa ser compilada para que ela possa ser usada. Hoje estou colocando a disposição de vocês uma pasta pública com várias ferramentas para CRM.
Também vou deixar uma planilha que possui todos os Eventos que podemos captura no Plugin com um toque especial, nesta planilha temos a lista completa do que vem no  Input Parameter e  Output Parameter.
 
 
 
 
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February 18

Capturando Guid via Plugin

 
Pessoal,
 
Hoje vou deixar uma dica muito legal para ser usada no Desenvolvimento de Plugin em CRM 4.0, onde podemos capturar o Guid da Entidade que vem no contexto.
 
Lembrando que para cada evento do Plugin existe uma maneira de Capturar o Guid, hoje vou mostra como fazer no Evento Create, Delete, SetState e Update.
OBS. Plugin Post Update
Evento Create:
Guid mom = (Guid)context.OutputParameters[ParameterName.Id];
 
Evento SetState:
Moniker mom = (Moniker)context.InputParameters[ParameterName.EntityMoniker];
 
Evento Update:
Key mom = (Key)entity.Properties["salesorderid"];
 
Evento Delete
Moniker mon = (Moniker)context.InputParameters.Properties["Target"];
Guid guid_ = Guid.Empty;
guid_ = mon.Id;
 
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