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CRM 4.0 - Adding the queue name to a saved advanced find for cases (incidents)

General, SQL, Unsupported No Responses »
Feb 182010

Unfortunately, CRM does not currently support adding the queue to a case advanced find. However, that doesn’t mean it can’t be done. Follow the steps in this article to modify your fetchXML and your layoutXML to have the queue name show up in the advanced find.

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Posted by Carlton Colter at 1:56 pm Tagged with: , , , , , , ,

Editing an Advanced Find Query in Excel

General, Integration 5 Responses »
Oct 122009

Here is a video tutorial of how to take a case advanced find, edit the query, troubleshoot errors in SQL Management Studio, and update your excel query.

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Posted by Carlton Colter at 6:28 am Tagged with: , , , , , ,

Increasing Paging Limits

Extensions, Scoperta, SQL, Unsupported 3 Responses »
Feb 102009

Paging Limits control how many items show up on the list pages in crm. Most notably advanced finds. I like to be able to display a lot of information, and I need to be able to run operations on more than 250 items. Using the following SQL query I was able to increase my paging limit to 1000. 

UPDATE UserSettings SET PagingLimit=1000 WHERE SystemUserId IN
(Select SystemUserId from SystemUserBase WHERE FullName like 'Carlton%')

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Posted by Carlton Colter at 9:37 am Tagged with: , , , ,

CRM 4 UserQuery Privileges for System Administrators

API-SDK, Extensions, General API Usage, Scoperta, Unsupported No Responses »
Feb 042009

The CRM 4 System Administrators group does not have access to assign other people’s saved advanced finds (user queries). I have created a single aspx page that uses the CRM SDK to allow a system administrator to assign any user’s saved view to another user.

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Posted by Carlton Colter at 10:30 am Tagged with: , , , , ,
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