Nishant Rana

Using ValueRule to hide “Add New” Button for an entity’s subgrid in CRM 2011

Hi,

Suppose we have to disable “Add New related record” button for a SubGrid of a custom entity A. The condition is that it should get disabled based on the value of one of the option set in the form (of Custom entity B) to which it is associated with.

AddNewStandard button is the one which we need to refer to do that.

In the ValueRule new_approvalstatus field is an optionset with the corresponding value (2233770000) for which we want to disable the button in the ribbon.

We can use the below RibbonDiffXml to achieve that.

   <RibbonDiffXml>
        <CustomActions>
          <CustomAction Id="MyOrg_CustomAction" Location="Mscrm.SubGrid.new_promotiondefinition.AddNewStandard">
            <CommandUIDefinition>
              <Button Id="Mscrm.SubGrid.new_promotiondefinition.AddNewStandard" Command="MyOrg_Command" Sequence="20"
LabelText="$Resources(EntityDisplayName):Ribbon.SubGrid.AddNew" Alt="$Resources(EntityDisplayName):Ribbon.SubGrid.AddNew" Image16by16="/_imgs/ribbon/NewRecord_16.png" Image32by32="/_imgs/ribbon/newrecord32.png" TemplateAlias="o1" ToolTipTitle="$Resources(EntityDisplayName):Mscrm_SubGrid_EntityLogicalName_MainTab_Management_AddNewStandard_ToolTipTitle" ToolTipDescription="$Resources(EntityDisplayName):Mscrm_SubGrid_EntityLogicalName_MainTab_Management_AddNewStandard_ToolTipDescription" />
            </CommandUIDefinition>
          </CustomAction>
          <HideCustomAction Location="Mscrm.SubGrid.new_promotiondefinition.AddExistingStandard" HideActionId="Mscrm.SubGrid.new_promotiondefinition.AddExistingStandard.HideAction" />
        </CustomActions>
        <Templates>
          <RibbonTemplates Id="Mscrm.Templates"></RibbonTemplates>
        </Templates>
        <CommandDefinitions>
          <CommandDefinition Id="MyOrg_Command">
            <EnableRules>
              <EnableRule Id="MyOrg_CustomEnableRule" />
            </EnableRules>
            <DisplayRules></DisplayRules>
            <Actions></Actions>
          </CommandDefinition>
        </CommandDefinitions>
        <RuleDefinitions>
          <TabDisplayRules />
          <DisplayRules />
          <EnableRules>
            <EnableRule Id="MyOrg_CustomEnableRule">
              <ValueRule Default="true"  Field="new_approvalstatus" InvertResult="true" Value="223770000"/>
            </EnableRule>
          </EnableRules>
        </RuleDefinitions>
        <LocLabels />
      </RibbonDiffXml>

The thing to remember is that it will override the existing command definition and the rules and actions defined in it. So here we would need to copy those displayrules, enablerules and actions if we want those functionality.

Hope it helps.

Using HTML Web Resource in CRM 2011

Just created a simple html page to see how we can use it in CRM 2011.

The page is on account form and shows name of the account. It also accesses ClientGlobalContext.js file to show contextual information like Organization Unique Name and User Id of the user.

The html page:-

<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="http://www.w3.org/1999/xhtml">
<head>

<!--

Access the ClientGlobanContext js file

src="ClientGlobalContext.js.aspx"  if the html web resource doesn't follow any folder structure
i.e. http://servername/orgname/WebResources/new_myHtmlWebResource

src="../ClientGlobalContext.js.aspx" if the html web resource follows folder structure
i.e. http://servername/orgname/WebResources/new_myfolder/myHtmlWebResource

-->

<script type="text/javascript" src="ClientGlobalContext.js.aspx"></script>
<script type="text/javascript">

    function ContextInformation() {

        // accessing attributes in the form  window.parent.Xrm.Page
        document.getElementById('td1').innerHTML = window.parent.Xrm.Page.getAttribute('name').getValue();

        var context = GetGlobalContext();
        // or by using  window.parent.Xrm.Page.context
        document.getElementById('td2').innerHTML = context.getOrgUniqueName();
        document.getElementById('td3').innerHTML = context.getUserId();
    }

</script>
    <title>My HTML Web Resource</title>
    <style type="text/css">
        .style1
        {
            width: 100%;
        }
        .style2
        {
            width: 147px;
            font-weight: bold;
        }
        .style3
        {
            width: 478px;
        }
    </style>
</head>
<body onload="ContextInformation();">

    <table class="style1">
        <tr>
            <td class="style2">
                Account Name:-</td>
            <td class="style3" id="td1">
                &nbsp;</td>
            <td>
                &nbsp;</td>
        </tr>
        <tr>
            <td class="style2">
                Organization Name:-</td>
            <td class="style3" id="td2">
                &nbsp;</td>
            <td>
                &nbsp;</td>
        </tr>
        <tr>
            <td class="style2">
                User Id:-</td>
            <td class="style3" id="td3">
                &nbsp;</td>
            <td>
                &nbsp;</td>
        </tr>
    </table>

</body>
</html>

Points to remember
Access the ClientGlobanContext js file

src=”ClientGlobalContext.js.aspx” if the html web resource doesn’t follow any folder structure
i.e. http://servername/orgname/WebResources/new_myHtmlWebResource

src=”../ClientGlobalContext.js.aspx” if the html web resource follows folder structure
i.e. http://servername/orgname/WebResources/new_myfolder/myHtmlWebResource

and using window.parent.Xrm.Page to get the reference to the Xrm.Page from the html web resource

Hope it helps.

Updated SDK Version 5.0.7 available

The updated version of the SDK is available for download CRM 2011 SDK

IETester Tool for testing applications in different versions of IE.

Recently we had built a web application using ASP.NET MVC 3, and had used Regular Expression for checking of password strength.

“^(?=.*[(\W)_]).{8,}$”

The above expression checks for password length to be minimum 8 characters and one special character.

It was working fine in IE 8 and IE 9. However we had our users using IE 7 as well, in which it was not working properly. As we were having our machine running Windows 7 and Windows Server 2008, it was not possible to have IE 7 installed in it. However recently going through one of the blog I have subscribed to I came to know about a tool which we can use to test our application in IE 7.

IE Tester tool:-

http://www.my-debugbar.com/wiki/IETester/HomePage

The helpful post:-

http://blog.customereffective.com/blog/2011/10/crm-2011-cases-knowledgebase-articles-and-ie-7.html

Hope it helps.

Cleared MB2 866 Microsoft Dynamics CRM 2011 Customization and Configuration Exam

Today I cleared my first CRM 2011 certification exam. It had total 75 questions and duration was of 140 minutes.

One thing different from CRM 4.0 or CRM 3.0 exams was that the in the case of multiple choice questions, there were no “select 2” or “select 3” correct answers, it was “Select all that apply”. In some cases i think there was only one correct answer for “Select all that apply” questions.

Well, talking about topics, there were more than 15 – 20 questions on Solutions only, especially managed solution and managed properties followed by around 10 questions on Audit and Field Security. Then few around new features in Business Unit, Teams and Security Roles.

Go through the helpful tips given here

http://www.dynamicscrmtrickbag.com/2011/09/12/preparing-for-exam-mb2-866-microsoft-dynamics-crm-2011-customization-and-configuration/

And following is the link to the posts that I used as notes while preparing for the exam.

https://nishantrana.wordpress.com/category/crm/crm-2011/new-features/

Hope it helps.

Changes in System Setting in CRM 2011.

The number of tabs has increased from 7 to 10 in CRM 2011 from CRM 4.Preview post

The new tabs added are

Calendar, Auditing and Goals.

Now let’s first start with the General Tab and options therein.

GENERAL TAB:-

There are two more options added in CRM 2011 in General tab are

The Get Started Pane in CRM 2011.

IM Presence can be set from General system settings.

CALENDAR:-

If we try saving an appointment record with duration more than 10 days we get the warning that “duration of the appointment is invalid”

There was no such option in CRM 4.0.

FORMAT:-

No change here.

AUDITING:-

From here we can enable auditing for the system. This feature was not there in CRM 4.0.

E-MAIL:-

CRM 4:-

CRM 2011:-

The new feature is setting option for Use Smart Matching. It is very nicely explained here

http://mscrmspot.blogspot.com/2011/05/crm-e-mail-setting-deep-dive.html

MARKETING:-

No changes in CRM 2011.

CUSTOMIZATION:-

In CRM 4

We could set the Prefix here in CRM 4, now this option has moved to Solutions where we can define prefix for Publisher of the solution.

Custom menus and toolbars: – This can be governed through RibbonDiffXml for entities and Application Ribbon for the application.

In CRM 2011, the only option is of Application mode.

OUTLOOK:-

Things are same for CRM 4 and CRM 2011, the only new option in CRM 2011 is whether user sees get the outlook client message in the Message bar or not.