Monday, 23 September 2013

Run a report from a ribbon button in mscrm 2011

To run a report from a ribbon button you need to create a js file with a function you'll be calling from your button.
You need 4 things:
  1. rdlName - rdl file name.
  2. reportGuid GUID of the report.
  3. entityGuid = Entity GUID wich you run report for.
  4. entityType = Entity Object Type Code.
Here is the example.
function printOutOnClick() {
    // This function generates a Print out
    var rdlName = "SomeReport.rdl";
    var reportGuid = "9A984A27-34E5-E011-B68F-005056AC478A";
    var entityGuid =;//Here I am getting Entity GUID it from it's form
    var entityType = "4214";
    var link = serverUrl + "/" + organizationName + "/crmreports/viewer/viewer.aspx?action=run&context=records&helpID=" + rdlName  + "&id={" + reportGuid + "}&records=" + entityGuid + "&recordstype=" + entityType;
    openStdDlg(link, null, 800, 600, true, false, null);
openStdDlg() is the wrapper around MS Dynamics CRM uses it itself, so do I.
To add it to a ribbon button you need to do like in this post How to start a Dialog from Application Ribbon (CRM 2011) except you need to call report instead a dialog.

Extracting the SSRS Report in PDF programmatically using Plugin or Wokflow in mscrm 2011

Extracting the Report in PDF programmatically.
Code snippet:
ReportGenerator rg = new ReportGenerator("http://crm/Reportserver/ReportExecution2005.asmx",
                new NetworkCredential("administrator", "Password", "contoso"));

            ParameterValue[] parameters = new ParameterValue[1];
            parameters[0] = new ParameterValue();
            parameters[0].Name = "P1";
            parameters[0].Value = string.Format("Select * From FilteredQuote Where QuoteId = '{0}'",

            byte[] reportresult = rg.Render("/contoso_mscrm/quote", FormatType.PDF, parameters);

            Entity attachment = new Entity("activitymimeattachment");
            attachment["objectid"] = Email.Get<EntityReference>(executionContext);
            attachment["objecttypecode"] = "email";
            attachment["filename"] =
            attachment["subject"] = "Quote.pdf";
            attachment["body"] = System.Convert.ToBase64String(reportresult);

Ref Links:

Tuesday, 10 September 2013

Get DateTime formate from Retrieved stringDateAttribute Using Odata Java Script – MS CRM 2011

Get DateTime formate from Retrieved stringDateAttribute  Using Odata Java Script:
Some times you may get date time value as milli seconds in the below format as “/Date(1371723451000)/”
var RetrievedDate = ”/Date(1371723451000)/”;
to convert this into normal date you need to pass “RetrievedDate” string to the below highlited area.
var DateValue = new Date(parseInt(RetrievedDate.replace(“/Date(“, “”).replace(“)/”, “”), 10));
Now you will get DateValue in UTC date time format.

BY Vivek

MSCRM 2011 Plugin in user context to avail configured filed level security

var context = serviceProvider.GetService(typeof(IPluginExecutionContext)) as IPluginExecutionContext;
var target = new Entity("account");
target["name"] = "test 3";
target["new_secretcode"] = "1234";
var sf = serviceProvider.GetService(typeof(IOrganizationServiceFactory)) as IOrganizationServiceFactory;
var service = sf.CreateOrganizationService(Guid.Empty);

var service = sf.CreateOrganizationService(Guid.Empty);
To execute plugin in user context: The Create OrganizationService call that we pass Guid.Empty. Passing Guid.Empty instructs the method to give back an organization service configured to run in the context of the user

var service = sf.CreateOrganizationService(null);
To execute plugin in System context : we passed null to that method the organization service would be configured to run in the system context and the plugin would be able to update the secured field.

Thursday, 5 September 2013

Retrieve OptionSet Text in CRM 2011 using C# in Plugin

Retrieve Normal(Local) Option Set Text

// Get Normal option set Text
string optionsetText = entity.FormattedValues["new_optionset"];


string optionsetText = entity.GetFormattedAttributeValue("new_optionset");

Retrieve Global Option Set Text

int OptionsetValue = ((Microsoft.Xrm.Sdk.OptionSetValue)entity["new_localoptionset"]).Value;
string GlobaloptionsetText= GetOptionsetText(entity, service, "new_globaloptionset", OptionsetValue );

   // Retrieves Global Option set Selected Text
        // Parameters: 1. Entity Name   2. Service  3. Global Option Set Name   4. optionset selected value
        public string GetOptionsetText(Entity entity, IOrganizationService service,string  optionsetName,int optionsetValue)
            string optionsetSelectedText = string.Empty;

                RetrieveOptionSetRequest retrieveOptionSetRequest =
                    new RetrieveOptionSetRequest
                        Name = optionsetName

                // Execute the request.
                RetrieveOptionSetResponse retrieveOptionSetResponse =

                // Access the retrieved OptionSetMetadata.
                OptionSetMetadata retrievedOptionSetMetadata = (OptionSetMetadata)retrieveOptionSetResponse.OptionSetMetadata;

                // Get the current options list for the retrieved attribute.
                OptionMetadata[] optionList = retrievedOptionSetMetadata.Options.ToArray();
                foreach (OptionMetadata optionMetadata in optionList)
                    if (optionMetadata.Value == optionsetValue)
                        optionsetSelectedText = optionMetadata.Label.UserLocalizedLabel.Label.ToString();
            catch (Exception)

            return optionsetSelectedText;