Kanagaraj Pandian: November 2012

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