Monday 11 March 2013


Mscrm C# code for associate and disassociate:

 #region Associate

                                        AssociateRequest associatePracticeGroup = new AssociateRequest
                                        {
                                            Target = new EntityReference("lrl_practicegroup", practiceGroupId),
                                            RelatedEntities = new EntityReferenceCollection
                                          {
                                          new EntityReference("account", parentAccountId)
                                         },
                                            Relationship = new Relationship("lrl_lrl_practicegroup_account")
                                        };

                                        // Execute the request.
                                        service.Execute(associatePracticeGrou
  #endregion

 #region DisAssociate
 DisassociateRequest disassociatePracticeGroup = new DisassociateRequest
                                            {
                                                Target = new EntityReference("lrl_practicegroup", practiceGroupId),
                                                RelatedEntities = new EntityReferenceCollection
                                             {
                                             new EntityReference("account", parentAccountId)
                                              },
                                                Relationship = new Relationship("lrl_lrl_practicegroup_account")
                                            };

                                            // Execute the request.
                                            service.Execute(disassociatePracticeGroup);

  #endregion

Tuesday 27 November 2012

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

Friday 26 October 2012

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);
 

Friday 12 October 2012




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);