Kanagaraj Pandian: 2012

Tuesday 18 December 2012

Multi-selection options sets supports in all browser in CRM 2011 using javascript

This code will Support on IE, Chrome and FireFox....
Create Option set field which you want to convert to multi-select options.

Create Option set field

Create a Multiple lines of text field. This field only hold the user select values. So it would be invisible.

Multi line text field

After creating the above field that should be added to your form. The text field visibility mode should be invisible.

Then you need to create a new webresource file with the following code:

//Method to convert an optionset to multi select Option Set
function ConvertToMultiSelect(var_sc_optionset, var_sc_optionsetvalue, OS, OSV)
{

if (OS != null && OSV != null) {
        OS.style.display = "none";
        Xrm.Page.getControl(var_sc_optionsetvalue).setVisible(false);

        // Create a DIV container        
        var addDiv = null;
        var addInput = null;
        if (window.DOMParser) { //Chrome, Firefox and other browser
            try {                
                addDiv = document.createElement("div");
                addDiv.setAttribute("style", "overflow-y:auto; height:80px; border:1px #6699cc solid; background-color:#ffffff;");
            }
            catch (e) {
                alert(e);
            }
            OS.parentNode.appendChild(addDiv);

            // Initialise checkbox controls
            for (var i = 1; i < OS.options.length; i++) {

                var pOption = OS.options[i];
                if (!IsChecked(pOption.text, OS, OSV)) {                    
                    addInput = document.createElement("input");
                    addInput.setAttribute("type", "checkbox");
                    addInput.setAttribute("style", "border:none; width:25px; align:left;");
                } else {                   
                    addInput = document.createElement("input");
                    addInput.setAttribute("type", "checkbox");
                    addInput.setAttribute("checked", "checked");
                    addInput.setAttribute("style", "border:none; width:25px; align:left;");
                }

                var addLabel = document.createElement("label"); //("<label />");
                addLabel.innerText = pOption.text;

                var addBr = document.createElement("br"); //("<br/>"); //it's a 'br' flag            

                OS.nextSibling.appendChild(addInput);
                OS.nextSibling.appendChild(addLabel);
                OS.nextSibling.appendChild(addBr);
            }
        }
        else {  //IE Support
            try {
                var addDiv = document.createElement("<div style='overflow-y:auto; height:80px; border:1px #6699cc solid; background-color:#ffffff;' />");                
            }
            catch (e) {
                alert(e);
            }
            OS.parentNode.appendChild(addDiv);

            // Initialise checkbox controls
            for (var i = 1; i < OS.options.length; i++) {

                var pOption = OS.options[i];
                if (!IsChecked(pOption.text, OS, OSV)) {
                                    var addInput = document.createElement("<input type='checkbox' style='border:none; width:25px; align:left;' />");
                    
                } else {
                                    var addInput = document.createElement("<input type='checkbox' checked='checked' style='border:none; width:25px; align:left;' />");                    
                }

                var addLabel = document.createElement("<label />");
                addLabel.innerText = pOption.text;

                var addBr = document.createElement("<br/>");           

                OS.nextSibling.appendChild(addInput);
                OS.nextSibling.appendChild(addLabel);
                OS.nextSibling.appendChild(addBr);
            }
        }
    }
}



  // Check if it is selected
  function IsChecked( pText , OS, OSV)
  {
    if(OSV.value != "")
    {
      var OSVT = OSV.value.split(";");
      for( var i = 0; i < OSVT.length; i++ )
      {
        if( OSVT[i] == pText )
          return true;
      }
    }
    return false;
  }
  
  // Save the selected text, this field can also be used in Advanced Find
  function OnSave(OS, var_sc_optionsetvalue)
  {
    var getInput = OS.nextSibling.getElementsByTagName("input");
    var result = '';

    for( var i = 0; i < getInput.length; i++ )
    {
      if( getInput[i].checked)
      {
        result += getInput[i].nextSibling.innerText + ";";
      }
    }

    //save value
    control = Xrm.Page.getControl(var_sc_optionsetvalue);
    attribute = control.getAttribute();
    attribute.setValue(result);

  }

After adding the file to webresource you need to add on form OnLoad and OnSave event.

Then pass the parameter on OnLoad event:

OnLoad function

OnSave event:

OnSave Event parameters

After reload your form it will be displayed like this

Set lookup field while calling a Entity/Activity from ribbon button in CRM 2011

Here the look-up field is set based on another look-up field in the target entity.

function setLookupfield() {
if (Xrm.Page.data.entity.attributes.get('targetfieldName').getValue()==null) {
var EntityName, EntityId, LookupFieldObject;
var Name = "";
var resultXml;
LookupFieldObject = Xrm.Page.data.entity.attributes.get('regardingobjectid');
if (LookupFieldObject.getValue() != null) {
EntityId = LookupFieldObject.getValue()[0].id;
EntityName = LookupFieldObject.getValue()[0].entityType;
resultXml = RetrieveEntityById(EntityName, EntityId, 'customerid');
if (resultXml != null && resultXml.selectSingleNode('//q1:customerid') != null) {
var lookupValue = new Array();
lookupValue[0] = new Object();
lookupValue[0].id = resultXml.selectSingleNode('//q1:customerid').nodeTypedValue;
lookupValue[0].name = resultXml.selectSingleNode('//q1:customerid').getAttribute("name");
lookupValue[0].entityType = 'account';

Xrm.Page.data.entity.attributes.get('targetfieldname').setValue(lookupValue);
}
}
}
}
//Do not make any changes
function RetrieveEntityById(prmEntityName, prmEntityId, prmEntityColumns) {
var resultXml, errorCount, msg, xmlHttpRequest, arrayEntityColumns, xmlEntityColumns;
arrayEntityColumns = prmEntityColumns.split(",");
for (var i = 0; i < arrayEntityColumns.length; i++) {
xmlEntityColumns += "<q1:Attribute>" + arrayEntityColumns[i] + "</q1:Attribute>";
}
var authenticationHeader = Xrm.Page.context.getAuthenticationHeader();
//Prepare the SOAP message.
var xml = "<?xml version='1.0' encoding='utf-8'?>" +
"<soap:Envelope xmlns:soap='http://schemas.xmlsoap.org/soap/envelope/'" +
" xmlns:xsi='http://www.w3.org/2001/XMLSchema-instance'" +
" xmlns:xsd='http://www.w3.org/2001/XMLSchema'>" +
authenticationHeader +
"<soap:Body>" +
"<Retrieve xmlns='http://schemas.microsoft.com/crm/2007/WebServices'>" +
"<entityName>" + prmEntityName + "</entityName>" +
"<id>" + prmEntityId + "</id>" +
"<columnSet xmlns:q1='http://schemas.microsoft.com/crm/2006/Query' xsi:type='q1:ColumnSet'>" +
"<q1:Attributes>" +
xmlEntityColumns +
"</q1:Attributes>" +
"</columnSet>" +
"</Retrieve></soap:Body></soap:Envelope>";
//call function to create Soap Request to ms crm webservice
xmlHttpRequest = new ActiveXObject("Msxml2.XMLHTTP");
xmlHttpRequest.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
xmlHttpRequest.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/crm/2007/WebServices/Retrieve");
xmlHttpRequest.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
xmlHttpRequest.setRequestHeader("Content-Length", xml.length);
xmlHttpRequest.send(xml);
resultXml = xmlHttpRequest.responseXML;
var errorCount = resultXml.selectNodes('//error').length;
if (errorCount != 0) {
var msg = resultXml.selectSingleNode('//description').nodeTypedValue;
alert("Error Message : " + msg);
}
else {
return resultXml;
}
}

After adding the javascript to webresources you need to call setLookupfield() function on page on-load event on the target entity.

Monday 17 December 2012

Enable/Disable ribbon button in CRM 2011 based on User security role using javascript

Add the following code into your webresources.

function UserHasRole(roleName) {

var serverUrl = Xrm.Page.context.getServerUrl();
var oDataEndpointUrl = serverUrl + "/XRMServices/2011/OrganizationData.svc/";
oDataEndpointUrl += "RoleSet?$top=1&$filter=Name eq '" + roleName + "'";
var service = GetRequestObject();
if (service != null) {
service.open("GET", oDataEndpointUrl, false);
service.setRequestHeader("X-Requested-Width", "XMLHttpRequest");
service.setRequestHeader("Accept", "application/json, text/javascript, */*");
service.send(null);
var requestResults = eval('(' + service.responseText + ')').d;
if (requestResults != null && requestResults.results.length == 1) {
var role = requestResults.results[0];
var id = role.RoleId;
var currentUserRoles = Xrm.Page.context.getUserRoles();
for (var i = 0; i < currentUserRoles.length; i++) {
var userRole = currentUserRoles[i];
if (GuidsAreEqual(userRole, id)) {
return true;
}
}
}
}

return false;
}

function GetRequestObject() {
if (window.XMLHttpRequest) {
return new window.XMLHttpRequest;
}
else {
try {
return new ActiveXObject("MSXML2.XMLHTTP.3.0");
}
catch (ex) {
return null;
}
}
}
function GuidsAreEqual(guid1, guid2) {
var isEqual = false;
if (guid1 == null || guid2 == null) {
isEqual = false;
}
else {
isEqual = guid1.replace(/[{}]/g, "").toLowerCase() == guid2.replace(/[{}]/g, "").toLowerCase();
}

return isEqual;
}

function callMain() {

if (UserHasRole("Sales Manager")) {
return true;
}
else {
return false;
}

}

Open Visual Ribbon Editor tool.
Select a Button which you want to Enable or Disable.
Then select a Enable Rules tab in the ribbon editor.
Click Add-->Custom rule
Give a webresource name in Library: here i gave $webresource:tvsi_userrole
Then give a function name: callMain

Friday 14 December 2012

Trigger dialog from ribbon button in crm 2011 using javascript

Click Settings-->Solutions-->Open your Solutions-->Process-->Open your dialog process
Click Actions-->Copy a Link
The Link contains the Id of this dialog process.

Create a new button using visual ribbon editor tool and pass the parameter as follows

Function Name:calldialog
Library: $webresource:<webresource name>
1. String parameter Value: < Id of dialog process to be launched>
2.String parameter Value: <Name of the entity where the dialog will be launched>
3.Crm parameter: FirstPrimaryItemId // Current record Id

Thursday 13 December 2012

Set default view for Partylist or Lookup field in CRM 2011 using javascript.

function lookforuser()
{
document.getElementById("to").setAttribute("lookuptypes", "8");// set as user view
document.getElementById("to").setAttribute("defaulttype", "8");
//Copy the ID of View
Xrm.Page.getControl("to").setDefaultView("FCFB3A47-6760-E211-BACF-00155D000B45");
}

Monday 10 December 2012

Set the value of Option set field from one entity to another entity in CRM 2011 using javascript

var createContact = new XrmServiceToolkit.Soap.BusinessEntity("contact");// Target entity name

var country=Xrm.Page.data.entity.attributes.get("tvsi_countryregion").getValue();//Optionset value
if(country != null)
{
createContact.attributes["tvsi_countryregion0"]={ value: country, type: "OptionSetValue" };
}

Call custom activity form in CRM 2011 using javascript

Add this javascript into your webresources.

Create a New button using visual ribbon editor.
Click Action tab of Selected custom button.
Then click Add link and then select JavaScriptFunction.
There you have to give a function name and library path as follows:

Function Name: OpenForm
Library: $webresource:<created web resource name> //new_filename
Click Add link and the select CrmParameter.
Then select value: PrimaryItemIds

Saturday 8 December 2012

Get Guid from the PartyList in CRM 2011 using C#

Entity entity = (Entity)context.InputParameters["Target"];
var retrievedApprovalRequest = service.Retrieve(entity.LogicalName, entity.Id, new ColumnSet(true)).ToEntity<tvsi_approvalrequest>();

Guid salesmanagerId=new Guid();
ActivityParty ap=new ActivityParty();
EntityCollection receiverIds = retrievedApprovalRequest.GetAttributeValue<EntityCollection>("to");
for (int i = 0; i < Recipients.Entities.Count; i++)
{
ap = receiverIds[i].ToEntity<ActivityParty>();
salesmanagerId = ap.PartyId.Id;
}

Share record with User/Team in CRM 2011 using c#

Share record with User / Team

GrantAccessRequest shareToUser = new GrantAccessRequest()
{
Target = new EntityReference("opportunity", opportunityId), //Entity Logical name and record Id
PrincipalAccess = new PrincipalAccess
{
Principal = new EntityReference(SystemUser.EntityLogicalName, userId_or_teamId),
AccessMask = AccessRights.ReadAccess | AccessRights.WriteAccess | AccessRights.ShareAccess
}

};
GrantAccessResponse grantresponse = (GrantAccessResponse)service.Execute(shareToUser);

Remove record sharing from the User / Team

ModifyAccessRequest removeSharing = new ModifyAccessRequest

{

Target = new EntityReference("opportunity", opportunityId), //Entity Logical name and record Id

PrincipalAccess = new PrincipalAccess

{

Principal = new EntityReference(SystemUser.EntityLogicalName, userId_or_teamId),

AccessMask = AccessRights.None

}

};

ModifyAccessResponse modifyresponse = (ModifyAccessResponse)service.Execute(removeSharing);

Thursday 29 November 2012

Visible tab based on Optionset field value in crm 2011 using javascript

var fieldname = Xrm.Page.data.entity.attributes.get("new_fieldname").getText();
var tabvisible = Xrm.Page.ui.tabs.get("Status");
if ( fieldname == "Qualified") {
tabvisible.setVisible("true");
}

Wednesday 28 November 2012

Get current user roles in CRM 2011 using javascript

// JScript source code
GetCurrentUserRoles = function () {

var requestMain = ""

requestMain += "<s:Envelope xmlns:s=\"http://schemas.xmlsoap.org/soap/envelope/\">";
requestMain += " <s:Body>";
requestMain += " <Execute xmlns=\"http://schemas.microsoft.com/xrm/2011/Contracts/Services\" xmlns:i=\"http://www.w3.org/2001/XMLSchema-instance\">";
requestMain += " <request i:type=\"a:RetrieveMultipleRequest\" xmlns:a=\"http://schemas.microsoft.com/xrm/2011/Contracts\">";
requestMain += " <a:Parameters xmlns:b=\"http://schemas.datacontract.org/2004/07/System.Collections.Generic\">";
requestMain += " <a:KeyValuePairOfstringanyType>";
requestMain += " <b:key>Query</b:key>";
requestMain += " <b:value i:type=\"a:QueryExpression\">";
requestMain += " <a:ColumnSet>";
requestMain += " <a:AllColumns>false</a:AllColumns>";
requestMain += " <a:Columns xmlns:c=\"http://schemas.microsoft.com/2003/10/Serialization/Arrays\">";
requestMain += " <c:string>name</c:string>";
requestMain += " </a:Columns>";
requestMain += " </a:ColumnSet>";
requestMain += " <a:Criteria>";
requestMain += " <a:Conditions />";
requestMain += " <a:FilterOperator>And</a:FilterOperator>";
requestMain += " <a:Filters />";
requestMain += " </a:Criteria>";
requestMain += " <a:Distinct>false</a:Distinct>";
requestMain += " <a:EntityName>role</a:EntityName>";
requestMain += " <a:LinkEntities>";
requestMain += " <a:LinkEntity>";
requestMain += " <a:Columns>";
requestMain += " <a:AllColumns>false</a:AllColumns>";
requestMain += " <a:Columns xmlns:c=\"http://schemas.microsoft.com/2003/10/Serialization/Arrays\" />";
requestMain += " </a:Columns>";
requestMain += " <a:EntityAlias i:nil=\"true\" />";
requestMain += " <a:JoinOperator>Inner</a:JoinOperator>";
requestMain += " <a:LinkCriteria>";
requestMain += " <a:Conditions>";
requestMain += " <a:ConditionExpression>";
requestMain += " <a:AttributeName>systemuserid</a:AttributeName>";
requestMain += " <a:Operator>Equal</a:Operator>";
requestMain += " <a:Values xmlns:c=\"http://schemas.microsoft.com/2003/10/Serialization/Arrays\">";
requestMain += " <c:anyType i:type=\"d:string\" xmlns:d=\"http://www.w3.org/2001/XMLSchema\">" + Xrm.Page.context.getUserId() + "</c:anyType>";
requestMain += " </a:Values>";
requestMain += " </a:ConditionExpression>";
requestMain += " </a:Conditions>";
requestMain += " <a:FilterOperator>And</a:FilterOperator>";
requestMain += " <a:Filters />";
requestMain += " </a:LinkCriteria>";
requestMain += " <a:LinkEntities />";
requestMain += " <a:LinkFromAttributeName>roleid</a:LinkFromAttributeName>";
requestMain += " <a:LinkFromEntityName>role</a:LinkFromEntityName>";
requestMain += " <a:LinkToAttributeName>roleid</a:LinkToAttributeName>";
requestMain += " <a:LinkToEntityName>systemuserroles</a:LinkToEntityName>";
requestMain += " </a:LinkEntity>";
requestMain += " </a:LinkEntities>";
requestMain += " <a:Orders />";
requestMain += " <a:PageInfo>";
requestMain += " <a:Count>0</a:Count>";
requestMain += " <a:PageNumber>0</a:PageNumber>";
requestMain += " <a:PagingCookie i:nil=\"true\" />";
requestMain += " <a:ReturnTotalRecordCount>false</a:ReturnTotalRecordCount>";
requestMain += " </a:PageInfo>";
requestMain += " <a:NoLock>false</a:NoLock>";
requestMain += " </b:value>";
requestMain += " </a:KeyValuePairOfstringanyType>";
requestMain += " </a:Parameters>";
requestMain += " <a:RequestId i:nil=\"true\" />";
requestMain += " <a:RequestName>RetrieveMultiple</a:RequestName>";
requestMain += " </request>";
requestMain += " </Execute>";
requestMain += " </s:Body>";
requestMain += "</s:Envelope>";
var req = new XMLHttpRequest();
req.open("POST", _getServerUrl(), false)
// Responses will return XML. It isn't possible to return JSON.
req.setRequestHeader("Accept", "application/xml, text/xml, */*");
req.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
req.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/xrm/2011/Contracts/Services/IOrganizationService/Execute");
var successCallback = null;
var errorCallback = null;
//req.onreadystatechange = function () { RetrieveMultipleResponse(req, successCallback, errorCallback); };
req.send(requestMain);
var resultXml = req.responseXML;
return (resultXml);
}

function rolename() {
var oXml = GetCurrentUserRoles();
if (oXml != null) {
//select the node text
var roles = oXml.selectNodes("//a:Entities/a:Entity/a:Attributes/a:KeyValuePairOfstringanyType");
if (roles != null) {
for (j = 0; j < roles.length; j++) {
alert(roles[j].childNodes[1].text);
}
}

}
}

How to disable Form field in CRM 2011 using javascript

Xrm.Page.getControl("new_fieldname").setDisabled(true);

Hide tab or field based on User roles in CRM 2011 using javascript

Thursday 22 November 2012

Code to Retrive the organization names in Dynamic CRM using c#

Right Click on the solutions --> Click Add service references

Then add the following references assemblies

Microsoft.crm.sdk.proxy
Microsoft.Xrm.Sdk
System.ServiceModel

using System;
using System.Collections.Generic;
using System.ComponentModel;
using System.Data;
using System.Drawing;
using System.Linq;
using System.Text;
using System.Windows.Forms;
using System.ServiceModel.Description;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Discovery;
using Microsoft.Xrm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Metadata;
using Microsoft.Crm.Sdk;

namespace Organization
{
public partial class Form1 : Form
{
public Form1()
{
InitializeComponent();
}

ClientCredentials userCredentials = new ClientCredentials();
private void btnSrvValidate_Click(object sender, EventArgs e)
{
cmbOrg.Items.Clear();
List<string> orgNames = new List<string>();

userCredentials.UserName.UserName = txtUser.Text.Trim();
userCredentials.UserName.Password = txtPassword.Text.Trim();
string serverName=txtServer.Text.Trim();

string crmURI = "http://"+ serverName +"/XRMServices/2011/Discovery.svc";
DiscoveryServiceProxy discoveryProxy = new DiscoveryServiceProxy(new Uri(crmURI),null, userCredentials,null);
discoveryProxy.Authenticate();

try
{
RetrieveOrganizationsRequest retrieveOrganizationsRequest = new RetrieveOrganizationsRequest();
RetrieveOrganizationsResponse retrieveOrganizationsResponse = discoveryProxy.Execute(retrieveOrganizationsRequest) as RetrieveOrganizationsResponse;
if (retrieveOrganizationsResponse.Details.Count != 0)
{
foreach (OrganizationDetail orgInfo in retrieveOrganizationsResponse.Details)
orgNames.Add(orgInfo.FriendlyName);
}
}
catch (Exception)
{
throw new Exception("Please check the Dynamics CRM Server URL");
}

cmbOrg.Items.AddRange(orgNames.ToArray());
cmbOrg.SelectedIndex = 0;
cmbOrg.Focus();
}
}
}

Result:

Get current view part of lotus notes using java

org.eclipse.ui.IWorkbenchWindow win = org.eclipse.ui.PlatformUI.getWorkbench().getActiveWorkbenchWindow();
org.eclipse.ui.IWorkbenchPart part=win.getPartService().getActivePart();
String viewname=part.getTitle().toString().trim();

find the deleted contact from the lotus notes using java

Database db;
Document doc;
Document tempdoc;
Vector books = session.getAddressBooks();
Enumeration e = books.elements();

while (e.hasMoreElements())
{
db = (Database)e.nextElement();
db.open();

if(db.isOpen())
{
   DocumentCollection dc = db.getAllDocuments();
   doc = dc.getFirstDocument();

   while (doc != null)
   {
  if (doc.isValid())
  {
   if (doc.isDeleted())
   {
JOptionPane.showMessageDialog(doc.getItemValueString("Name") + "Contact is valid but deleted", JOptionPane.INFORMATION_MESSAGE);
      }
      else
      return doc;
   }
}
tempdoc = dc.getNextDocument();
doc.recycle();
doc = tempdoc;
}
dc.recycle();
}

Tuesday 20 November 2012

Associate account with contact while creating a Additional contact from the Lead Form.

Download XrmServiceToolkit. Extract the zip file.
Then you have to add the following script to crm webresources:

jquery.js
json.js
XrmServiceToolkit.js

Save the following code as javascript file. Then add it to the webresources.

Open VisualRibbonEditor Tool. Make a Connection with your CRM Server.
Then Click Open. Entity Ribbon dialog will be Opened. There you have to select LEAD ribbon.
Select ConverToLead button. After selected you need to click Action tab. Expand Javascript function.
There you have to give a function name: qualify
Library: /WebResources/new_filename

Qualify Lead automatically to Account, Contact and Opportunity using JavaScript

Download XrmServiceToolkit. Extract the zip file.
Then you have to add the following script to crm webresources:

jquery.js
json.js
XrmServiceToolkit.js

Save the following code as javascript file. Then add it to the webresources.

Open VisualRibbonEditor Tool. Make a Connection with your CRM Server.
Then Click Open. Entity Ribbon dialog will be Opened. There you have to select LEAD ribbon.
Select ConverToLead button. After selected you need to click Action tab. Expand Javascript function.
There you have to give a function name: qualify
Library: /WebResources/new_filename

Wednesday 24 October 2012

The referenced assembly "microsoft.crm.sdk.proxy, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35, processorArchitecture=MSIL" could not be resolved because it has a dependency on "System.Web, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b03f5f7f11d50a3a" which is not in the currently targeted framework ".NETFramework,Version=v4.0,Profile=Client". Please remove references to assemblies not in the targeted framework or consider retargeting your project. Organization

To Resolve this issues you need to change your Target FrameWork in your solutions.

Right click on your Solutions --> Select Properties

Your target framework should be .NET Framework4