Nishant Rana

Filtered lookup for n:n relationship.

Hi,

Daniel Cai has recently posted about his solution for filtered lookup in case of n:n relationship in his blog.

It works like a charm.

Do check it out.

http://danielcai.blogspot.com/2011/12/filtered-lookup-for-existing-button-of.html

Bye.

Calling Organization.svc from JavaScript in CRM 2011.

Hi,

There is a SOAPLogger tool that ships with CRM 2011 SDK which can be used to capture HTTP request and response.

http://msdn.microsoft.com/en-us/library/gg594434.aspx

Using that tool we can write our code in C# and it captures the corresponding SOAP Request and Response for it in a file named Output.txt, which we can then use in our JavaScript.

Sample SetStateRequest code

Request

Response

I have simply modified the tool to output the JavaScript as well which we can then use in onload or onchange event in CRM.

JavaScript

Download

Hope it helps.

New features in CRM 2011

Hi,

Just sharing a link which i have found extremely helpful to know about new features in CRM 2011

http://www.dynamicsexchange.com/CRM-2011/New-in-CRM-2011.aspx

Bye.

Add JavaScript to NavBarItem in CRM 2011.

Suppose we want to add a new link on an entity’s form and want to call JavaScript on onclick of that link.

For doing so first we need to add a Navigation link on the form.

Click on Insert tab and Select Navigation Link button.

Specify Name and Icon and click on OK.

Save and Publish the customization, then open the form in IE Developer tool to get its id. We will use that id in our JavaScript function for onload of the form.

Our function


function OpenBing()
{
// get the navItem
var navItem = document.getElementById('navLink{6daba50b-300a-824b-453c-660e5b10781b}');

// override the onclick to call the connection page
navItem.onclick =function()
{
window.open("http://www.bing.com");
};
}

Clicking on Open Bing link opens up the Bing page.

Hope it helps.

Filtered Lookup for Add Existing Button in CRM 2011.

Hi,

(This works for 1-n relatinship)

For n-n these are the two links that could be of help

http://www.mscrmking.com/2011/06/crm-2011-how-to-filter-add-existing/

http://blogs.huddle.com.ar/sites/Dynamics/Lists/Posts/Post.aspx?ID=14

Let us take a very simple scenario in which for a given contact record, when I add the Sub-Contacts using Add Existing Button, then I should only see those contacts having last name equal to the last name of the current record.

I have following contact records in the system

Now clicking on Add Existing Contact button on the ribbon should only show those contact records which have last name equal to “Rana”

To achieve this I have created a plugin and registered the following step for it

The trick here is to replace the InputParameter named Query with our own QueryExpression.

This the url that is being used for the lookup

From the url we can get the LookupStyle (single or multi) and Id of the record i.e. currentid in our plugin.

The source code

using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using Microsoft.Xrm.Sdk;
using System.Web;
using Microsoft.Xrm.Sdk.Query;

namespace Plugins1
{
 public class Class1 : IPlugin
 {
 public void Execute(IServiceProvider serviceProvider)
 {
 if (HttpContext.Current.Request.QueryString["currentid"] != null && HttpContext.Current.Request.QueryString["LookupStyle"].ToString() == "multi")
 {
 string lookupId = HttpContext.Current.Request.QueryString["currentid"].ToString();
 Microsoft.Xrm.Sdk.IPluginExecutionContext context =
 (Microsoft.Xrm.Sdk.IPluginExecutionContext)serviceProvider.GetService(typeof(Microsoft.Xrm.Sdk.IPluginExecutionContext));
 if (context.InputParameters.Contains("Query"))
 {
 // Get the id of the record on which we have our subgrid
 Guid contactGuid = new Guid(HttpContext.Current.Request.QueryString["currentid"].ToString());

// Get the OrgService
 IOrganizationServiceFactory serviceFactory =
 IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
 IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);

// Get the lastname value of the conact record
 ColumnSet colsContactLastName = new ColumnSet();
 colsContactLastName.AddColumn("lastname");
 Entity contactEntity = service.Retrieve("contact", contactGuid, colsContactLastName);
 string lastName = contactEntity.Attributes["lastname"].ToString();

// Create the queryexpression to find all the contacts that have last name equal to the record on which we have our subgrid
 QueryExpression newQueryExpression = new QueryExpression();

ConditionExpression condition1 = new ConditionExpression();
 condition1.AttributeName = "lastname";
 condition1.Operator = ConditionOperator.Equal;
 condition1.Values.Add(lastName);

ConditionExpression condition2 = new ConditionExpression();
 condition2.AttributeName = "contactid";
 condition2.Operator = ConditionOperator.NotEqual;
 condition2.Values.Add(contactGuid);

newQueryExpression.EntityName = "contact";
 newQueryExpression.ColumnSet = new ColumnSet();
 newQueryExpression.ColumnSet.AllColumns = true;
 newQueryExpression.Criteria.AddCondition(condition1);
 newQueryExpression.Criteria.AddCondition(condition2);

// Replace the existing Query - Input Parameter with our custom query expresssion
 context.InputParameters["Query"] = newQueryExpression;

}
 }
 }
 }
}

It hasn’t been tested thoroughly though.

Hope it helps.

Using Organization.svc in Silverlight for CRM 2011 Online/OnPremise

Create a new Silverlight 4 Application named CRM2011OnlineSilverlightApp.
Add Service Reference to the Organization.Svc (https://orgname.crm4.dynamics.com/XrmServices/2011/Organization.svc).
crm for North America
crm4 for Europe
crm5 for Asia
- Give the namespace as OrgServiceReference
Open the reference.cs and replace System.Collections.Generic.KeyValuePair with KeyValuePair

Add the following helper files from the SDK (..\sdk\samplecode\cs\silverlight\soapforsilverlight\soapforsilverlightsample)
silverlightextensionmethods.cs
silverlightutility.cs
Rename namespace SoapForSilverlightSample.CrmSdk to CRM2011OnlineSilverlightApp.OrgServiceReference in silverlightextensionmethods.cs file.
Add a Button and a TextBlock to our Silverlight application.
Add the following code.

 private void btnCreateContact_Click(object sender, RoutedEventArgs e)
 {
 // Get IOrganizationService instance
 IOrganizationService myOrgService = SilverlightUtility.GetSoapService();

Entity myContact = new Entity();
 myContact.LogicalName = "contact";

// Create the AttributeCollection
 myContact.Attributes = new AttributeCollection();

// Specify Last Name and First Name for the contact to be created
 KeyValuePair<string, object> myKVPLastName = new KeyValuePair<string, object>();
 myKVPLastName.Key = "lastname";
 myKVPLastName.Value = "Twain";

 KeyValuePair<string, object> myKVPFirstName = new KeyValuePair<string, object>();
 myKVPFirstName.Key = "firstname";
 myKVPFirstName.Value = "Shania";

myContact.Attributes.Add(myKVPLastName);
 myContact.Attributes.Add(myKVPFirstName);

 OrganizationRequest myOrgRequest = new OrganizationRequest();
 myOrgRequest.RequestName = "Create";

// call the Create method
 myOrgService.BeginCreate(myContact, myCreateHandler, myOrgService);
 }

private void myCreateHandler(IAsyncResult ar)
 {
 IOrganizationService orgService = ar.AsyncState as IOrganizationService;

Dispatcher.BeginInvoke(() =>
 {
 txtStatus.Text = "Contact Guid - " + orgService.EndCreate(ar);
 });
 }

Create a web resource in CRM and upload the XAP, and to test it add it to any form inside CRM.
Click on create to create the contact record.
Download the project. (change the extension to zip from docx)