Customization – Nishant Rana's Weblog

Understanding Queues and QueueItem in CRM 2011

Hi,

I am currently working on a project that deals with queue management and the following posts were of immense help

http://xrmcubed.com/admin-101-queues-part1/

http://xrmcubed.com/admin-101-queues-part2/

http://xrmcubed.com/admin-101-queues-part3/

Thanks to the author !

Quizlet for CRM 2011 Customization and Application Exam

Hi,

I happen to came across these two good resource for someone preparing for the customization and application exam of CRM 2011.

http://quizlet.com/13812439/crm-app-2011-flash-cards/

http://quizlet.com/13348922/crm-2011-customization-config-flash-cards/

Bye.

Understanding Team Ownership and Reparent feature in CRM 2011

Hi,

Found these two wonderful articles that explains Team Ownership and Reparent feature in depth

Do check them out !

http://andrewbschultz.com/2011/06/17/the-architecture-of-team-security-in-crm-2011/

http://andrewbschultz.com/2011/10/10/isolated-dynamics-crm-security-feature-reparent/

Bye.

Hiding Ribbon Button using JavaScript in CRM 2011.

Suppose based on some value we want to hide the Run Workflow button from Ribbon through JavaScript in form’s onload event.

Firt get the Id of the button using IE Developer Tool and then use display property to hide it


var btnRunWorklfow=top.document.getElementById("new_student|NoRelationship|Form|Mscrm.Form.new_student.RunWorkflow-Large");
btnRunWorklfow.style.display='none';

Bye.

Accessing Xrm.Page or CrmForm through JavaScript from an html page showing CRM form in an IFrame

Suppose we have an html page having an iframe that shows a crm record. If we want to access the attributes on the form or call the save function from our html page, we can do it in the following manner.

var  crmForm =document.getElementById("myIframe").contentWindow.document.getElementById("contentIFrame").document.frames[0].document.forms['crmForm'];
var XrmPage =document.getElementById("myIframe").contentWindow.document.getElementById("contentIFrame").document.frames[0].Xrm.Page;

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.