CRM 4.0 IFrame: Show Entity’s Associated View


It’s a common requirement to show entity’s associated view (1:N, N:N) in IFrame, the below code works for both 1:N and N:N relationship, it also works on both On-Premise and IFD deployment. All you need to do is find out (IE Developer Toolbar) the ID of the associated link.

The 1:N relationship needs these parameters in the request URL: oId, oType, security, tabSet
The N:N relationship needs an extra parameter: roleOrd in the request URL, which has been involved in the code.

var navId = “nav_new_new_myentity_account”;

if(document.getElementById(navId) != null)
{
var tmp = document.getElementById(navId).onclick.toString();
tmp = tmp.substring(tmp.indexOf(“‘”)+1, tmp.indexOf(“;”));
var loadArea = tmp.substring(0, tmp.indexOf(“‘”));
var roleOrd =  (tmp.indexOf(“roleOrd”) == -1) ? -1 : tmp.substring( tmp.indexOf(“roleOrd”), tmp.lastIndexOf(“‘”)).replace(“\\x3d”, “=”);
crmForm.all.IFRAME_view.src = (roleOrd == -1) ? GetFrameSrc(loadArea) : GetFrameSrc(loadArea) + “&” + roleOrd;

}

function GetFrameSrc(tabSet)
{
if (crmForm.ObjectId != null)
{
var id = crmForm.ObjectId;
var type = crmForm.ObjectTypeCode;
var security = crmFormSubmit.crmFormSubmitSecurity.value;
var path = document.location.pathname.substring(0, document.location.pathname.indexOf(“edit.aspx”)) + “areas.aspx?”;

return (path + “oId=” + id + “&oType=” + type + “&security=” + security + “&tabSet=” + tabSet);
}
else
{
return “about:blank”;
}
}

Show both active and inactive records in the lookup view


CRM MVP Batistuta Cai already had a post about a plug-in solution.

If the lookup entity is a system entity, you can also use this technique:

Let’s start from an example: you have a custom entity call: MyEntity, you have setup a N:1 relationship between MyEntity and Opportunity, so the user can see an opportunity lookup field on the MyEntity form. Now you want to show users both active and inactive opportunities from that lookup field, all you need to do is put the below code into MyEntity.OnLoad() event:

crmForm.all.new_opportunityid.lookupclass = “alllookups”;

The lookup class are controlled via xml files in %ProgramFiles%\Microsoft CRM\Server\ApplicationFiles\
If you take a look at the file: opportunity.xml, you may find a condition like: <condition attribute=”statecode” operator=”eq” value=”0″/>

you can remove the condition, and then use this class, e.g: crmForm.all.new_opportunityid.lookupclass=”opportunity”; However it’s very much unsupported way(by changing files)! But if you open the file: alllookups.xml, you may find that the opportunity(object type=”3″) entity doesn’t have such condition, so we can use this class to get all opportunities.

Set Field Required Dynamically – Using JScript for CRM 4.0


switch (parseInt(event.srcElement.DataValue, 10))

{

/* Opportunity Rating Picklist */

case 1:

/* Hot */

crmForm.SetFieldReqLevel(“pricelevelid”, 1);

crmForm.SetFieldReqLevel(“estimatedvalue”, 1);

crmForm.SetFieldReqLevel(“estimatedclosedate”, 1);

crmForm.SetFieldReqLevel(“closeprobability”, 1);

break;

case 2:

/* Warm */

crmForm.SetFieldReqLevel(“pricelevelid”, 1);

crmForm.SetFieldReqLevel(“estimatedvalue”, 0);

crmForm.SetFieldReqLevel(“estimatedclosedate”, 1);

crmForm.SetFieldReqLevel(“closeprobability”, 0);

break;

case 3:

/* Cold */

crmForm.SetFieldReqLevel(“pricelevelid”, 0);

crmForm.SetFieldReqLevel(“estimatedvalue”, 0);

crmForm.SetFieldReqLevel(“estimatedclosedate”, 0);

crmForm.SetFieldReqLevel(“closeprobability”, 0);

break;

/* All other values */

default:

crmForm.SetFieldReqLevel(“name”, 0);

crmForm.SetFieldReqLevel(“customerid”, 0);

break;

}

Replace a field to a button or Create a button on Form, and attach the onclick() event


This is an example on how to create a button on the form, using java script. First of all we need to create a nvarchar attribute and put it on the form where we want our button.
In this example my attribute’s schema name is new_test.

Here is the code

/*———————————-*/

someFunction = function()

{

alert(“button clicked!”);

}

// This is how we call the button, what we see

crmForm.all.new_test.DataValue = “Button”;

// We could align it a bit

crmForm.all.new_test.style.textAlign = “center”;

crmForm.all.new_test.vAlign = “middle”;

//we make the mouse look as a hand when we’re moving over

crmForm.all.new_test.style.cursor = “hand”;

crmForm.all.new_test.style.backgroundColor = “#CADFFC”;

crmForm.all.new_test.style.color = “#FF0000”;

crmForm.all.new_test.style.borderColor = “#330066”;

crmForm.all.new_test.style.fontWeight = “bold”;

crmForm.all.new_test.contentEditable = false;

//we attach some events in order to make it look nice 🙂

crmForm.all.new_test.attachEvent(“onmousedown”,color1);

crmForm.all.new_test.attachEvent(“onmouseup”,color2);

crmForm.all.new_test.attachEvent(“onmouseover”,color3);

crmForm.all.new_test.attachEvent(“onmouseleave”,color4);

function color3() {

crmForm.all.new_test.style.backgroundColor = “#6699FF”;

}

function color4() {

crmForm.all.new_test.style.backgroundColor = “CADFFC”;

}

function color1() {

crmForm.all.new_test.style.color = “000099”;

}

function color2() {

crmForm.all.new_test.style.color = “FF0000”;

}

//here we attach what we want our button do

crmForm.all.new_test.attachEvent(“onclick”,someFunction);
Replace a field to a label (use replaceNode())
/* replace new_field_d to a label */
if (crmForm.all.new_field != null)
{
var html = document.createElement( “”);
html.innerText = “this is a lable”;
crmForm.all.new_field_d.replaceNode(buttonText);
}

Append text under a field (you don’t need to create an attribute for that)
/* append text under new_field */
if(crmForm.all.new_field != null)
{
var html= document.createElement( “”);
html.innerText = “this is a text field”;
crmForm.all.new_field.parentNode.appendChild(html);
}

Send Email using Template


public void SendMail(ICrmService service,Guid ownerID, Guid fromGuid, ArrayList toGuid,Guid recordRegardingID,Guid templateId,Enum  enitityName)
{

// Create an instance of email
email myEmail = new email();
//set the owner of the mail
myEmail.ownerid = new Owner();
myEmail.ownerid.type = EntityName.systemuser.ToString();
myEmail.ownerid.Value = ownerID;
// specify the from part of the email
activityparty from = new activityparty();
from.partyid = new Lookup();
from.partyid.type = EntityName.systemuser.ToString();
// guid of the system user who is sending the mail
from.partyid.Value = fromGuid;
myEmail.from = new activityparty[] { from };

activityparty[] apTo = new activityparty[toGuid.Count];
// creating as many activity party as the no of users or members in a team
int i = 0;
foreach (String memberID in toGuid)
{
apTo[i] = new activityparty();
apTo[i].partyid = new Lookup();
apTo[i].partyid.type = EntityName.systemuser.ToString();
apTo[i].partyid.Value = new Guid(memberID);
i++;
}

myEmail.to = apTo;
TargetSendFromTemplateEmail myTargetSendFromTemplateEmail = new TargetSendFromTemplateEmail();
myTargetSendFromTemplateEmail.Email = myEmail;
SendEmailFromTemplateRequest mySendEmailFromTmpRequest = new SendEmailFromTemplateRequest();
// Specify entity instance id for RegardingID
mySendEmailFromTmpRequest.RegardingId = recordRegardingID;
// Specify the type of entity
mySendEmailFromTmpRequest.RegardingType = enitityName.ToString();
// Specify the email instance to be sent
mySendEmailFromTmpRequest.Target = myTargetSendFromTemplateEmail;
// Specify the template to be used ( Either a global or created specfially for that entity)
mySendEmailFromTmpRequest.TemplateId = templateId;
SendEmailFromTemplateResponse mySendEmailFromTmpResponse =(SendEmailFromTemplateResponse)service.Execute(mySendEmailFromTmpRequest);

}

Revoke Access To Entity


private bool RevokeAccessToEntity(ICrmService service, Guid guidValue, Guid entityID, string EntityName)
{
bool isSuccess = false;
// Create the SecurityPrincipal object.
SecurityPrincipal principal = new SecurityPrincipal();

// PrincipalId is the GUID of the team whose access is being revoked.
principal.Type = SecurityPrincipalType.Team;

principal.PrincipalId = guidValue;

// Create the target for the request.
TargetOwnedDynamic target = new TargetOwnedDynamic();
// EntityId is the GUID of the Opportunity to which
// access is being revoked.
target.EntityId = entityID;
target.EntityName = EntityName;

// Create the request object.
RevokeAccessRequest revoke = new RevokeAccessRequest();
// Set the properties of the request object.
revoke.Revokee = principal;
revoke.Target = target;
// Execute the request.

try
{
RevokeAccessResponse revoked = (RevokeAccessResponse)service.Execute(revoke);
isSuccess = true;
}
catch (Exception ex)
{
isSuccess = false;
throw ex;
}
return isSuccess;

}

AutoNumber Plug-In for Custom Entity In CRM 4.0


using System;

using System.Collections.Generic;

using System.Text;

using Microsoft.Crm.Sdk;

using Microsoft.Crm.SdkTypeProxy;

using Microsoft.Crm.Sdk.Query;

using System.Web.Services.Protocols;

namespace CRM.Customization.AutoNumber

{

public class AutoNumberPlugIns:IPlugin

{

DynamicEntity entity = null;

int startNumber;

string prefix = string.Empty;

string seperator = string.Empty;

int nextMaxNumber;

string uniqueId = string.Empty;

#region IPlugin Members

public void Execute(IPluginExecutionContext context)

{

if (context.InputParameters.Properties.Contains(“Target”) &&

context.InputParameters.Properties[“Target”] is DynamicEntity)

{

entity = (DynamicEntity)context.InputParameters.Properties[“target”];

ICrmService service = context.CreateCrmService(true);

if (entity.Name ==“new_testentity”)

{

// Find maximum number

int maxNumber = FindMaxNumber(service);

nextMaxNumber=maxNumber + 1;

if (nextMaxNumber > 0)

{

bool isRetrivePrefixSuccess = RetrievePrefixSufixAndStartNumber(service);

if (isRetrivePrefixSuccess)

{

if (nextMaxNumber >= startNumber)

{

string buildAutoNumber = prefix + seperator + nextMaxNumber.ToString();

uniqueId = buildAutoNumber;

StringProperty uId = new StringProperty(“new_uniqueid”, uniqueId);

entity.Properties.Add(uId);

CrmNumber nextNumber = new CrmNumber();

nextNumber.Value = nextMaxNumber;

CrmNumberProperty uniqueNo = new CrmNumberProperty(“new_uniqueno”, nextNumber);

entity.Properties.Add(uniqueNo);

}

}

}

}

}

}

private int FindMaxNumber(ICrmService service)

{

int maxNo=0;

QueryExpression query = new QueryExpression();

query.EntityName = “new_testentity”;

ColumnSet cols = new ColumnSet();

cols.AddColumn(“new_uniqueno”);

query.ColumnSet = cols;

query.AddOrder(“new_uniqueno”, OrderType.Descending);

PagingInfo pageInfo = new PagingInfo();

pageInfo.Count = 1;

pageInfo.PageNumber = 1;

query.PageInfo = pageInfo;

RetrieveMultipleRequest request = new RetrieveMultipleRequest();

request.Query = query;

request.ReturnDynamicEntities = true;

RetrieveMultipleResponse response = (RetrieveMultipleResponse)service.Execute(request);

DynamicEntity testEntity = (DynamicEntity)response.BusinessEntityCollection.BusinessEntities[0];

for (int i = 0; i < testEntity.Properties.Count; i++)

{

if (testEntity.Properties.Contains(“new_uniqueno”))

{

CrmNumber uniqueNumber = (CrmNumber)testEntity.Properties[“new_uniqueno”];

maxNo = uniqueNumber.Value;

}

}

return maxNo;

}

private bool RetrievePrefixSufixAndStartNumber(ICrmService service)

{

try

{

QueryByAttribute query = new QueryByAttribute();

query.EntityName = “new_autonumber”;

ColumnSet cols = new ColumnSet();

cols.AddColumn(“new_startnumber”);

cols.AddColumn(“new_prefix”);

cols.AddColumn(“new_currentnumber”);

cols.AddColumn(“new_separator”);

query.ColumnSet = cols;

query.Attributes = new string[] { “new_entityname” };

query.Values = new object[] { “new_testentity” };

RetrieveMultipleRequest request = new RetrieveMultipleRequest();

request.Query = query;

request.ReturnDynamicEntities = true;

RetrieveMultipleResponse response = (RetrieveMultipleResponse)service.Execute(request);

DynamicEntity dynamicsEntity = (DynamicEntity)response.BusinessEntityCollection.BusinessEntities[0];

if (dynamicsEntity.Properties.Count > 0)

{

// DynamicEntity autoNumberEntity = (DynamicEntity)dynamicsEntity.BusinessEntities[0];

// Extract the fullname from the dynamic entity string fullname;

for (int i = 0; i < dynamicsEntity.Properties.Count; i++)

{

if (dynamicsEntity.Properties.Contains(“new_startnumber”))

{

CrmNumber startNo = (CrmNumber)dynamicsEntity.Properties[“new_startnumber”];

startNumber = startNo.Value;

}

if (dynamicsEntity.Properties.Contains(“new_prefix”))

{

String prefixId = (String)dynamicsEntity.Properties[“new_prefix”];

prefix = prefixId.ToString();

}

if (dynamicsEntity.Properties.Contains(“new_separator”))

{

String seperaterId = (String)dynamicsEntity.Properties[“new_separator”];

seperator = seperaterId.ToString();

}

}

}

return true;

}

catch (SoapException ex)

{

throw ex;

}

}

}

#endregion

}

Sharing Record with a Team


using  System;

using System.Collections.Generic;

using System.Text;

using Microsoft.Crm.Sdk;

using Microsoft.Crm.SdkTypeProxy;

using Microsoft.Crm.Sdk.Query;

namespace CRM.Customization.Sharing
{

public class SharingRecord:IPlugin

{

string teamId = string.Empty;

#region IPlugin Members

public void Execute(IPluginExecutionContext context)
{
DynamicEntity entity=null ;

if (context.InputParameters.Properties.Contains(“Target” )
&& context.InputParameters.Properties[“Target”] is DynamicEntity )
{
entity = (DynamicEntity)context.InputParameters.Properties[“Target” ];
Guid recordId=(Guid)context.OutputParameters.Properties[“id” ];

ICrmService service = context.CreateCrmService(true );

// Query express to find out team id to share the rescord

QueryByAttribute query = new QueryByAttribute ();
query.EntityName =EntityName .team.ToString();

ColumnSet cols = new ColumnSet ();
cols.AddColumn(“teamid” );

query.ColumnSet = cols;
query.Attributes =new string[] { “name”

};
query.Values =new string[] { “MUL” };

BusinessEntityCollection retrieved = (BusinessEntityCollection) service.RetrieveMultiple(query);
if (retrieved.BusinessEntities.Count > 0 )
{
team newTeam = (team )retrieved.BusinessEntities[0];
Key teamGuid = (Key )newTeam.teamid;
teamId = teamGuid.Value.ToString();
}

// Create the SecurityPrincipal Object
SecurityPrincipal principal = new SecurityPrincipal ();
principal.Type =SecurityPrincipalType .Team;

// PrincipalId is the Guid of the user to whom access is being granted
principal.PrincipalId =new Guid (teamId);

// Create the PrincipalAccess Object
PrincipalAccess principalAccess = new PrincipalAccess ();

// Set the PrincipalAccess Object’s Properties
principalAccess.Principal = principal;

// Gives the principal access to read
principalAccess.AccessMask =AccessRights .ReadAccess;

// Create the Target Object for the Request
TargetOwnedOpportunity target = new TargetOwnedOpportunity ();

// EntityId is the Guid of the account access is being granted to
target.EntityId = recordId;

// Create the Request Object
GrantAccessRequest grant = new GrantAccessRequest ();

// Set the Request Object’s properties
grant.PrincipalAccess = principalAccess;
grant.Target = target;

// Execute the Request
GrantAccessResponse granted = (GrantAccessResponse )service.Execute(grant);
}

}

#endregion

}

}

Blank.aspx issue with Internet Explorer 6 in CRM 4.0


If you are getting a dialog box asking to download Blank.aspx in every pop-up window in the CRM then this article is for u.

Recently, a KB cumulative hotfix (KB953838)from windows update has apparently damaged the aspx association link within Internet Explorer 6.

http://support.microsoft.com/kb/953838

If you’re seeing this issue, you can resolve the problem in either the following ways:

1) Try to first save Blank.aspx as a file to your desktop.  Right-click on it, and choose to open with ‘Internet Explorer’.  Make sure to check on ‘always use this…’  Failing this try either of the following:
2) Uninstall the KB patch from the user’s Add/Remove Programs
3) Install Internet Explorer 7 overtop of IE 6
4) Remote into the CRM server, and open Blank.aspx in notepad.  (note: Blank.aspx can be found in: My Computer -> Program Files -> Microsoft Dynamic CRM -> CRMWeb -> _root -> Blank.aspx
On the header of Blank.aspx, add the word test and save Blank.aspx.  Restart IIS, and then clear the temporary internet files of the user with the issue.

Try any of above which suits u most.