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

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;

//Get Current User Roles
    var currentUserRoles = Xrm.Page.context.getUserRoles();  

//Check whether current user roles has the role passed as argument
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 salesmanagerrole() {
    var field = Xrm.Page.ui.controls.get("fieldname");
    var tabvisible = Xrm.Page.ui.tabs.get("tabname");
    if (UserHasRole('Sales Manager')) {
        tabvisible.setVisible("true");
        field.setVisible("true");
    }
}

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

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

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

Then add the following references assemblies

1. Microsoft.crm.sdk.proxy
2. Microsoft.Xrm.Sdk
3. 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();
}

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

1. Download XrmServiceToolkit. Extract the zip file.
2. Then you have to add the following script to crm webresources:
•             jquery.js
•             json.js
•             XrmServiceToolkit.js
3. Save the following code as javascript file. Then add it to the webresources.

function qualifyLeadRequest() {
    var requestMain = ""
xmlns:i=\"http://www.w3.org/2001/XMLSchema-instance\">";
    requestMain += "      <request i:type=\"b:QualifyLeadRequest\" xmlns:a=\"http://schemas.microsoft.com/xrm/2011/Contracts\" xmlns:b=\"http://schemas.microsoft.com/crm/2011/Contracts\">";
    requestMain += "        <a:Parameters xmlns:c=\"http://schemas.datacontract.org/2004/07/System.Collections.Generic\">";
    requestMain += "          <a:KeyValuePairOfstringanyType>";
    requestMain += "            <c:key>LeadId</c:key>";
    requestMain += "            <c:value i:type=\"a:EntityReference\">";
    requestMain += "              <a:Id>" + Xrm.Page.data.entity.getId() + "</a:Id>";
    requestMain += "              <a:LogicalName>lead</a:LogicalName>";
    requestMain += "              <a:Name i:nil=\"true\" />";
    requestMain += "            </c:value>";
    requestMain += "          </a:KeyValuePairOfstringanyType>";
    requestMain += "          <a:KeyValuePairOfstringanyType>";
    requestMain += "            <c:key>CreateAccount</c:key>";
    requestMain += "            <c:value i:type=\"d:boolean\" xmlns:d=\"http://www.w3.org/2001/XMLSchema\">true</c:value>";
    requestMain += "          </a:KeyValuePairOfstringanyType>";
    requestMain += "          <a:KeyValuePairOfstringanyType>";
    requestMain += "            <c:key>CreateContact</c:key>";
    requestMain += "            <c:value i:type=\"d:boolean\" xmlns:d=\"http://www.w3.org/2001/XMLSchema\">true</c:value>";
    requestMain += "          </a:KeyValuePairOfstringanyType>";
    requestMain += "          <a:KeyValuePairOfstringanyType>";
    requestMain += "            <c:key>CreateOpportunity</c:key>";
    requestMain += "            <c:value i:type=\"d:boolean\" xmlns:d=\"http://www.w3.org/2001/XMLSchema\">false</c:value>";
    requestMain += "          </a:KeyValuePairOfstringanyType>";
    requestMain += "          <a:KeyValuePairOfstringanyType>";
    requestMain += "            <c:key>Status</c:key>";
    requestMain += "            <c:value i:type=\"a:OptionSetValue\">";
    requestMain += "              <a:Value>3</a:Value>";
    requestMain += "            </c:value>";
    requestMain += "          </a:KeyValuePairOfstringanyType>";
    requestMain += "          <a:KeyValuePairOfstringanyType>";
    requestMain += "            <c:key>OpportunityCurrencyId</c:key>";
    requestMain += "            <c:value i:type=\"a:EntityReference\">";
    requestMain += "              <a:Id>89c14850-a5f3-e011-8606-1cc1dee89aa8</a:Id>";
    requestMain += "              <a:LogicalName>transactioncurrency</a:LogicalName>";
    requestMain += "              <a:Name i:nil=\"true\" />";
    requestMain += "            </c:value>";
    requestMain += "          </a:KeyValuePairOfstringanyType>";
    requestMain += "          <a:KeyValuePairOfstringanyType>";
    requestMain += "            <c:key>OpportunityCustomerId</c:key>";
    requestMain += "            <c:value i:type=\"a:EntityReference\">";
    requestMain += "              <a:Id>e2d97648-a5f3-e011-8606-1cc1dee89aa8</a:Id>";
    requestMain += "              <a:LogicalName>account</a:LogicalName>";
    requestMain += "              <a:Name i:nil=\"true\" />";
    requestMain += "            </c:value>";
    requestMain += "          </a:KeyValuePairOfstringanyType>";
    requestMain += "          <a:KeyValuePairOfstringanyType>";
    requestMain += "            <c:key>SourceCampaignId</c:key>";
    requestMain += "            <c:value i:type=\"a:EntityReference\">";
    requestMain += "              <a:Id>0ada7648-a5f3-e011-8606-1cc1dee89aa8</a:Id>";
    requestMain += "              <a:LogicalName>campaign</a:LogicalName>";
    requestMain += "              <a:Name i:nil=\"true\" />";
    requestMain += "            </c:value>";
    requestMain += "          </a:KeyValuePairOfstringanyType>";
    requestMain += "        </a:Parameters>";
    requestMain += "        <a:RequestId i:nil=\"true\" />";
    requestMain += "        <a:RequestName>QualifyLead</a:RequestName>";
    requestMain += "      </request>";

    var resultXml = XrmServiceToolkit.Soap.Execute(requestMain);  
    var id = xmlToString(resultXml);// loadXML(resultXml);
    return id;
}

function xmlToString(resultXml) {
    if ($(resultXml).find('a\\:Id').length != 0) {
        response = $(resultXml).find('a\\:Id').eq(0);
    } else {
        response = $(resultXml).find('Id').eq(0); ; //Chrome 24.0.1312.52 could not find node by the previous code
    }
    var result = ((typeof window.CrmEncodeDecode != 'undefined') ? window.CrmEncodeDecode.CrmXmlDecode(response.text()) : crmXmlDecode(response.text()));

    return result;
}

function additionalContact(AccountId) {
 
    var createContact = new XrmServiceToolkit.Soap.BusinessEntity("contact");
    var salutation = Xrm.Page.data.entity.attributes.get("tvsi_ssalutation").getValue();      
    if(salutation != null)
    {
        createContact.attributes["tvsi_salutation"] = { value: salutation, type: "OptionSetValue" };      
    }
    createContact.attributes["firstname"] = Xrm.Page.data.entity.attributes.get("tvsi_firstname").getValue();
    createContact.attributes["lastname"] = Xrm.Page.data.entity.attributes.get("tvsi_lastname").getValue();
    createContact.attributes["jobtitle"] = Xrm.Page.data.entity.attributes.get("tvsi_jobtitle").getValue();
    createContact.attributes["emailaddress1"] = Xrm.Page.data.entity.attributes.get("tvsi_secondaryemail").getValue();
    createContact.attributes["telephone1"] = Xrm.Page.data.entity.attributes.get("tvsi_secondbusinessphone").getValue();
    createContact.attributes["mobilephone"] = Xrm.Page.data.entity.attributes.get("tvsi_mobilephone").getValue();
    createContact.attributes["address1_line1"]=Xrm.Page.data.entity.attributes.get("address1_line1").getValue();
    createContact.attributes["address1_line2"]=Xrm.Page.data.entity.attributes.get("address1_line2").getValue();
    createContact.attributes["address1_line3"]=Xrm.Page.data.entity.attributes.get("address1_line3").getValue();
    createContact.attributes["address1_city"]=Xrm.Page.data.entity.attributes.get("address1_city").getValue();
    createContact.attributes["address1_postalcode"]=Xrm.Page.data.entity.attributes.get("address1_postalcode").getValue();
    createContact.attributes["address1_stateorprovince"] = Xrm.Page.data.entity.attributes.get("address1_stateorprovince").getValue();
    var country = Xrm.Page.data.entity.attributes.get("tvsi_countryregion").getValue();//.getSelectedOption().value;    
    if(country != null)
    {
        createContact.attributes["tvsi_countryregion0"]={ value: country, type: "OptionSetValue" };
    }
     
 
    createContact.attributes["parentcustomerid"] = { id: AccountId, logicalName: "account", type: "EntityReference" };
    contactId1 = XrmServiceToolkit.Soap.Create(createContact);

}

function qualify() {   
    var id = qualifyLeadRequest();
   if(Xrm.Page.data.entity.attributes.get("tvsi_lastname").getValue()!=null)
       additionalContact(id);
    alert("Successfully Converted to Account and Contact");

    window.location.reload(true);
}

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

Qualify Lead automatically to Account, Contact and Opportunity using JavaScript

1. Download XrmServiceToolkit. Extract the zip file.
2. 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.

function qualifyLeadRequest() {
    var requestMain = ""
xmlns:i=\"http://www.w3.org/2001/XMLSchema-instance\">";
    requestMain += "      <request i:type=\"b:QualifyLeadRequest\" xmlns:a=\"http://schemas.microsoft.com/xrm/2011/Contracts\" xmlns:b=\"http://schemas.microsoft.com/crm/2011/Contracts\">";
    requestMain += "        <a:Parameters xmlns:c=\"http://schemas.datacontract.org/2004/07/System.Collections.Generic\">";
    requestMain += "          <a:KeyValuePairOfstringanyType>";
    requestMain += "            <c:key>LeadId</c:key>";
    requestMain += "            <c:value i:type=\"a:EntityReference\">";
    requestMain += "              <a:Id>" + Xrm.Page.data.entity.getId() + "</a:Id>";
    requestMain += "              <a:LogicalName>lead</a:LogicalName>";
    requestMain += "              <a:Name i:nil=\"true\" />";
    requestMain += "            </c:value>";
    requestMain += "          </a:KeyValuePairOfstringanyType>";
    requestMain += "          <a:KeyValuePairOfstringanyType>";
    requestMain += "            <c:key>CreateAccount</c:key>";
    requestMain += "            <c:value i:type=\"d:boolean\" xmlns:d=\"http://www.w3.org/2001/XMLSchema\">true</c:value>";
    requestMain += "          </a:KeyValuePairOfstringanyType>";
    requestMain += "          <a:KeyValuePairOfstringanyType>";
    requestMain += "            <c:key>CreateContact</c:key>";
    requestMain += "            <c:value i:type=\"d:boolean\" xmlns:d=\"http://www.w3.org/2001/XMLSchema\">true</c:value>";
    requestMain += "          </a:KeyValuePairOfstringanyType>";
    requestMain += "          <a:KeyValuePairOfstringanyType>";
    requestMain += "            <c:key>CreateOpportunity</c:key>";
    requestMain += "            <c:value i:type=\"d:boolean\" xmlns:d=\"http://www.w3.org/2001/XMLSchema\">true</c:value>";
    requestMain += "          </a:KeyValuePairOfstringanyType>";
    requestMain += "          <a:KeyValuePairOfstringanyType>";
    requestMain += "            <c:key>Status</c:key>";
    requestMain += "            <c:value i:type=\"a:OptionSetValue\">";
    requestMain += "              <a:Value>3</a:Value>";
    requestMain += "            </c:value>";
    requestMain += "          </a:KeyValuePairOfstringanyType>";
    requestMain += "          <a:KeyValuePairOfstringanyType>";
    requestMain += "            <c:key>OpportunityCurrencyId</c:key>";
    requestMain += "            <c:value i:type=\"a:EntityReference\">";
    requestMain += "              <a:Id>89c14850-a5f3-e011-8606-1cc1dee89aa8</a:Id>";
    requestMain += "              <a:LogicalName>transactioncurrency</a:LogicalName>";
    requestMain += "              <a:Name i:nil=\"true\" />";
    requestMain += "            </c:value>";
    requestMain += "          </a:KeyValuePairOfstringanyType>";
    requestMain += "          <a:KeyValuePairOfstringanyType>";
    requestMain += "            <c:key>OpportunityCustomerId</c:key>";
    requestMain += "            <c:value i:type=\"a:EntityReference\">";
    requestMain += "              <a:Id>e2d97648-a5f3-e011-8606-1cc1dee89aa8</a:Id>";
    requestMain += "              <a:LogicalName>account</a:LogicalName>";
    requestMain += "              <a:Name i:nil=\"true\" />";
    requestMain += "            </c:value>";
    requestMain += "          </a:KeyValuePairOfstringanyType>";
    requestMain += "          <a:KeyValuePairOfstringanyType>";
    requestMain += "            <c:key>SourceCampaignId</c:key>";
    requestMain += "            <c:value i:type=\"a:EntityReference\">";
    requestMain += "              <a:Id>0ada7648-a5f3-e011-8606-1cc1dee89aa8</a:Id>";
    requestMain += "              <a:LogicalName>campaign</a:LogicalName>";
    requestMain += "              <a:Name i:nil=\"true\" />";
    requestMain += "            </c:value>";
    requestMain += "          </a:KeyValuePairOfstringanyType>";
    requestMain += "        </a:Parameters>";
    requestMain += "        <a:RequestId i:nil=\"true\" />";
    requestMain += "        <a:RequestName>QualifyLead</a:RequestName>";
    requestMain += "      </request>";
//    requestMain += "    </Execute>";

    XrmServiceToolkit.Soap.Execute(requestMain);
}

function qualify() {   
    qualifyLeadRequest(); 
    window.location.reload(true);
}

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