Multiple entities selection in single look up:

If you create custom lookup in CRM, this lookup is oriented only for one entity.
I want to add possibility to select from some entities in one lookup.

I have custom lookup "originatingleadid". This lookup is oriented on Lead entity. I want to select from views of three different entities: Lead, Contact, User.

For this I've done some customization in opportunity entity, I've created three hidden text fields:
new_type - to save lookup type
new_guid - to save lookup guid
new_name - to save lookup name.
That is all customization.

I've developed three javascript function:

1. function to handle OnChange event on lookup.

function onchange()
{
var originatingLeadValue = Xrm.Page.getAttribute("originatingleadid").getValue();
if (IsNull(originatingLeadValue) || originatingLeadValue[0].type == "4")
{
// Lookup is null or there is a Lead, need to clear hidden fields. To clear one of them will be enough, we will be check this field during onload.
Xrm.Page.getAttribute("new_guid").setValue(null);
}
else
{
// Lookup contains Contact or User, so need to store lookup properties to our hidden fields.
Xrm.Page.getAttribute("new_type").setValue(originatingLeadValue[0].type);
Xrm.Page.getAttribute("new_guid").setValue(originatingLeadValue[0].id);
Xrm.Page.getAttribute("new_name").setValue(originatingLeadValue[0].name);
}
}

2. function to handle OnSave event on Opportuniry Form.

function onsave()
{
var originatingLeadValue = Xrm.Page.getAttribute("originatingleadid").getValue();
if (!IsNull(originatingLeadValue) && originatingLeadValue[0].type != '4')
{
Xrm.Page.getAttribute("originatingleadid").setValue(null);
}
}

 3. function to handle OnLoad event on Opportunity Form.

function onload()
{
lookuptypeIcons = '/_imgs/ico_16_2.gif:/_imgs/ico_16_4.gif:/_imgs/ico_16_8.gif';
lookuptypenames = 'contact:2:Contact,lead:4:Lead,systemuser:8:User';
lookuptypes = '2,4,8';
var savedId = Xrm.Page.getAttribute("new_guid").getValue();
var savedType = Xrm.Page.getAttribute("new_type").getValue();
var savedName = Xrm.Page.getAttribute("new_name").getValue();
var savedEntityName = savedType == "8" ? "systemuser" : "contact";
document.getElementById("originatingleadid").setAttribute("lookuptypes", lookuptypes);
document.getElementById("originatingleadid").setAttribute("lookuptypenames", lookuptypenames);
document.getElementById("originatingleadid").setAttribute("lookuptypeIcons", lookuptypeIcons);
document.getElementById("originatingleadid").setAttribute("defaulttype", "4"); // default type - Lead entity
var originatingLeadValue = Xrm.Page.getAttribute("originatingleadid").getValue();
if (IsNull(originatingLeadValue) && !IsNull(savedId))
{
var value = new Array();
value[0] = new Object();
value[0].displayClass = "ms-crm-Lookup-Item";
value[0].keyValues = new Object();
value[0].values = new Object();
value[0].onclick = "openlui()";
value[0].id = savedId;
value[0].entityType = savedEntityName;
value[0].typename = savedEntityName;
value[0].name = savedName;
value[0].type = savedType;
Xrm.Page.getAttribute("originatingleadid").setValue(value);
}
}

So, now you can select from  three different entity in one lookup :-)

Custom Lookup view

Code for creation of new view:

 

System.String layoutXml =
@"<grid name='resultset' object='3' jump='name' select='1' 
    preview='1' icon='1'>
    <row name='result' id='opportunityid'>
    <cell name='name' width='150' /> 
    <cell name='customerid' width='150' /> 
    <cell name='estimatedclosedate' width='150' /> 
    <cell name='estimatedvalue' width='150' /> 
    <cell name='closeprobability' width='150' /> 
    <cell name='opportunityratingcode' width='150' /> 
    <cell name='opportunitycustomeridcontactcontactid.emailaddress1' 
        width='150' disableSorting='1' /> 
    </row>
</grid>";

                    System.String fetchXml =
                    @"<fetch version='1.0' output-format='xml-platform' 
    mapping='logical' distinct='false'>
    <entity name='opportunity'>
    <order attribute='estimatedvalue' descending='false' /> 
    <filter type='and'>
        <condition attribute='statecode' operator='eq' 
        value='0' /> 
    </filter>
    <attribute name='name' /> 
    <attribute name='estimatedvalue' /> 
    <attribute name='estimatedclosedate' /> 
    <attribute name='customerid' /> 
    <attribute name='opportunityratingcode' /> 
    <attribute name='closeprobability' /> 
    <link-entity alias='opportunitycustomeridcontactcontactid' 
        name='contact' from='contactid' to='customerid' 
        link-type='outer' visible='false'>
        <attribute name='emailaddress1' /> 
    </link-entity>
    <attribute name='opportunityid' /> 
    </entity>
</fetch>";

                    SavedQuery sq = new SavedQuery
                    {
                        Name = "A New Custom Public View",
                        Description = "A Saved Query created in code",
                        ReturnedTypeCode = "opportunity",
                        FetchXml = fetchXml,
                        LayoutXml = layoutXml,
                        QueryType = 0
                    };
                    
                    _customViewId = _serviceProxy.Create(sq);
                    Console.WriteLine("A new view with the name {0} was created.", sq.Name);

 

Interesting links @mscrm :

A To Z Crm: 
http://madcomputerist.blogspot.com/2011/06/new-features-in-microsoft-dynamics-crm.html

http://www.alticoadvisors.com/clients/dynamics-crm-tips-and-tricks.aspx



Crm Tools:
http://manishmistry.wordpress.com/2012/09/17/85-codeplex-projects-related-to-ms-crm-development/


Javascript reference:
http://garethtuckercrm.com/2011/03/16/jscript-reference-for-microsoft-dynamics-crm-2011/


Crm  XRM.Page objects access from Silverlight:

http://arvindcsit.wordpress.com/2011/12/27/interacting-silverlight-with-crm-forms/


MSCRM  SDK Message sample code:

http://mileyja.blogspot.in/p/microsoft-dynamics-crm-2011-sdk-example.html


MSCRM Usefull links:
http://blogs.msdn.com/b/crmindia/archive/2012/02/27/useful-links-for-crm-2011.aspx

Hiding navigation pane in mscrm2011:

Javascript approach:

//Ensure navitem is "quoted" to represent string
// bool: true = Visible, false = removed
var objNavItem = Xrm.Page.ui.navigation.items.get(navitem);
objNavItem.setVisible(bool);

C# code approach:

/// Retrieve the sitemap

QueryExpression query = new QueryExpression();
query.EntityName = "sitemap";
query.ColumnSet = new Microsoft.Xrm.Sdk.Query.ColumnSet(true);

EntityCollection col = _service.RetrieveMultiple(query);

Entity sitemap = null;
if (col != null && col.Entities.Count > 0)
   sitemap  = col.Entities[0];
 ///Parse the sitemap entity to an XDocument object
 string sitemapcontent = sitemap["sitemapxml"].ToString();
XDocument sitemapxml = XDocument.Parse(sitemapcontent);


You can now change the sitemap by modifying the sitemapxml object. After you made your changes, it's time to save these changes.

//// Update the sitemap
sitemap["sitemapxml"] = sitemapxml.ToString();
_service.Update(sitemap);


//// Publish the sitemap

PublishXmlRequest request = new PublishXmlRequest();
request.ParameterXml = "<importexportxml><sitemaps><sitemap></sitemap></sitemaps></importexportxml>";
_service.Execute(request);

converting Managed solution to Unmanaged solution Work around:

This is useful when we have only Managed solution to work with but needs some more customization. Extract the Solution Zip file, Open solution.xml file in notepad application. Search for Managed Tag (E.g.: <Managed>1</Managed>), Now change the value from 1 to 0 and zip the files again and import it. That’s it The Solution is changed to Unmanaged. This can be imported and customized as per the need.