Category: CRM 2011

Sample Code for using IOrganizationService in CRM 2011


Just a sample code for quick reference !

Uri organizationUri = new Uri("http://crmservername/orgname/XRMServices/2011/Organization.svc");
Uri homeRealmUri = null;
ClientCredentials credentials = new ClientCredentials();
// set default credentials for OrganizationService
credentials.Windows.ClientCredential = (NetworkCredential)CredentialCache.DefaultCredentials;
// or
credentials.Windows.ClientCredential = System.Net.CredentialCache.DefaultNetworkCredentials;
OrganizationServiceProxy orgProxy = new OrganizationServiceProxy(organizationUri, homeRealmUri, credentials, null);
IOrganizationService _service = (IOrganizationService)orgProxy;
try
{
    Entity myAccount = new Entity("account");
    myAccount["name"] = "Test Account";
    _service.Create(myAccount);
}
catch (Exception ex)
{
    MessageBox.Show(ex.Message);
}
}

In case of early-bound, don’t forget to add the following line of code

 OrganizationServiceProxy _serviceProxy = new OrganizationServiceProxy(organizationUri, homeRealmUri, credentials, null);
 // This statement is required to enable early-bound type support.
  _serviceProxy.ServiceConfiguration.CurrentServiceEndpoint.Behaviors.Add(new ProxyTypesBehavior());

For Office 365 check this post
https://nishantrana.wordpress.com/2012/12/06/sample-code-to-connect-office-365-users-to-crm-2011-online/
Bye.


			


	





	

		
		
Url to edit Connection Role in CRM 2011
	


	
	
	

		

Hi,


I had to disable some of the existing connection role and had to define new one.  Was not able to find a page(grid view) from which i could do that easily.So used the following url to edit the Connection Role


http://servser:port/orgname/_root/homepage.aspx?etc=3231


Please let me know from where we can do it easily within CRM UI  itself.

	


	





	

		
		
Adding Left Navigation Item to a form in CRM 2011
	


	
	
	

		

Hi,


Export solution containing the entity we need to modify.


Find the <form> tag for the form we want to modify within <FormXml> tag


Then use the following sample xml to add the left navigation item.


<Navigation>

<NavBar>

<NavBarItem Id=”navItemID1″ PassParams=”1” Area=”Info” Icon=”testIcon” Url=”http://www.bing.com“>

<Titles>

<Title LCID=”1033” Text=”Custom Nav Item”/>

</Titles>

</NavBarItem>

</NavBar>

</Navigation>


Bye.

	


	





	

		
		
Hiding Collaborate,Process and Data group from Contact Entity in CRM 2011
	


	
	
	

		

Hi,


 we could make use of following xml definition for that


Hides from Grid


<HideCustomAction Location=”Mscrm.HomepageGrid.contact.MainTab.ExportData” HideActionId=”Sample.HomepageGrid.contact.MainTab.ExportData.HideAction”/>

<HideCustomAction Location=”Mscrm.HomepageGrid.contact.MainTab.Collaborate” HideActionId=”Sample.HomepageGrid.contact.MainTab.Collaborate.HideAction”/>

<HideCustomAction Location=”Mscrm.HomepageGrid.contact.MainTab.Workflow” HideActionId=”Sample.HomepageGrid.contact.MainTab.Workflow.HideAction”/>


Hides from form

<HideCustomAction Location=”Mscrm.Form.contact.MainTab.ExportData” HideActionId=”Mscrm.Form.contact.MainTab.ExportData.HideAction”/>

<HideCustomAction Location=”Mscrm.Form.contact.MainTab.Collaborate” HideActionId=”Mscrm.Form.contact.MainTab.Collaborate.HideAction”/>

<HideCustomAction Location=”Mscrm.Form.contact.MainTab.Workflow” HideActionId=”Mscrm.Form.contact.MainTab.Workflow.HideAction”/>


We can get the Location value from the following sample code of sdk


…….\sdk\samplecode\cs\client\ribbon\exportribbonxml\exportedribbonxml


Hope it helps !

	


	





	

		
		
Hiding Create Related tab from a custom entity in CRM 2011
	


	
	
	

		

Suppose the name of the custom entity is new_case.


We can make use of following XML definiton to do that


<CustomActions>




 <HideCustomAction Location=”Mscrm.Form.new_case.Related”

                      HideActionId=”Sample.Form.new_case.Related.HideAction”  />

 <HideCustomAction Location=”Mscrm.HomepageGrid.new_case.Related”

                      HideActionId=”Sample.HomepageGrid.new_case.Related.HideAction”  />


<CustomActions>


 

	


	





	

		
		
Adding Custom Tab with Custom Button in CRM 2011
	


	
	
	

		

Hi,


There is one walkthrough in CRM SDK — Add a Custom Tab to a Specific Entity.


I have modified it to work for only the form of the entity.


And the tab and the button would appear only in case of existing record (not while record is getting created)


To use the code just replace new_case with the name of the entity and get the images from the walkthrough folder.


<RibbonDiffXml>

<CustomActions>

<CustomAction Id=”Sample.Form.new_case.CustomTab.CustomAction” Location=”Mscrm.Tabs._children” Sequence=”40″>

<CommandUIDefinition>

<Tab Id=”Sample.Form.new_case.CustomTab” Command=”Sample.Form.new_case.CustomTab” Title=”Eligibility” Description=”Eligibility” Sequence=”40″>

<Scaling Id=”Sample.Form.new_case.CustomTab.Scaling”>

<MaxSize Id=”Sample.Form.new_case.CustomTab.FirstGroup.MaxSize” GroupId=”Sample.Form.new_case.CustomTab.FirstGroup” Sequence=”10″ Size=”LargeMedium”/>

</Scaling>

<Groups Id=”Sample.Form.new_case.CustomTab.Groups”>

<Group Id=”Sample.Form.new_case.CustomTab.FirstGroup” Command=”Sample.Form.new_case.FirstGroup” Sequence=”10″ Title=”Eligibililty” Template=”Mscrm.Templates.3.3″>

<Controls Id=”Sample.Grid.new_case.CustomTab.FirstGroup.Controls”>

<Button Id=”Sample.Form.new_case.CustomTab.FirstGroup.FirstButton” ToolTipTitle=”Add Clients” ToolTipDescription=”To add clients to the case” Command=”Sample.Form.new_case.FirstButton” Sequence=”10″ LabelText=”Add Clients” Alt=”Add Clients” Image16by16=”$webresource:sample_/icons/1Icon16x16.png” Image32by32=”$webresource:sample_/icons/1Icon32x32.png” TemplateAlias=”o1″/>

<Button Id=”Sample.Form.new_case.CustomTab.FirstGroup.SecondButton” ToolTipTitle=”Manage Relationship” ToolTipDescription=”To manage relationship between the members” Command=”Sample.Form.new_case.SecondButton” Sequence=”10″ LabelText=”Manage Relationship” Alt=”Manage Relationship” Image16by16=”$webresource:sample_/icons/2Icon16x16.png” Image32by32=”$webresource:sample_/icons/2Icon32x32.png” TemplateAlias=”o1″/>

<Button Id=”Sample.Form.new_case.CustomTab.FirstGroup.ThirdButton” ToolTipTitle=”Add Programs” ToolTipDescription=”To add program request to the case” Command=”Sample.Form.new_case.ThirdButton” Sequence=”10″ LabelText=”Add Programs” Alt=”Add Programs” Image16by16=”$webresource:sample_/icons/3Icon16x16.png” Image32by32=”$webresource:sample_/icons/3Icon32x32.png” TemplateAlias=”o1″/>

<Button Id=”Sample.Form.new_case.CustomTab.FirstGroup.FourthButton” ToolTipTitle=”Determine Eligibility” ToolTipDescription=”To determine eligibility” Command=”Sample.Form.new_case.FourthButton” Sequence=”10″ LabelText=”Determine Eligibility” Alt=”Determine Eligibility” Image16by16=”$webresource:sample_/icons/4Icon16x16.png” Image32by32=”$webresource:sample_/icons/4Icon32x32.png” TemplateAlias=”o1″/>

</Controls>

</Group>

</Groups>

</Tab>

</CommandUIDefinition>

</CustomAction>

</CustomActions>

<Templates>

<RibbonTemplates Id=”Mscrm.Templates”/>

</Templates>

<CommandDefinitions>

<CommandDefinition Id=”Sample.Form.new_case.ThirdButton”>

<EnableRules>

<EnableRule Id=”Mscrm.Enabled “/>

</EnableRules>

<DisplayRules>

<DisplayRule Id=”Sample.new_case.form.FormStateNotNew.DisplayRule3″/>

</DisplayRules>

<Actions>

<JavaScriptFunction Library=”$webresource:new_JS” FunctionName=”CallThree”/>

</Actions>

</CommandDefinition>

<CommandDefinition Id=”Sample.Form.new_case.SecondButton”>

<EnableRules>

<EnableRule Id=”Mscrm.Enabled “/>

</EnableRules>

<DisplayRules>

<DisplayRule Id=”Sample.new_case.form.FormStateNotNew.DisplayRule2″/>

</DisplayRules>

<Actions>

<JavaScriptFunction Library=”$webresource:new_JS” FunctionName=”CallTwo”/>

</Actions>

</CommandDefinition>

<CommandDefinition Id=”Sample.Form.new_case.CustomTab”>

<EnableRules>

<EnableRule Id=”Mscrm.Enabled “/>

</EnableRules>

<DisplayRules>

<DisplayRule Id=”Sample.new_case.form.FormStateNotNew.DisplayRule1″/>

</DisplayRules>

<Actions/>

</CommandDefinition>

<CommandDefinition Id=”Sample.Form.new_case.FirstButton”>

<EnableRules>

<EnableRule Id=”Mscrm.Enabled “/>

</EnableRules>

<DisplayRules>

<DisplayRule Id=”Sample.new_case.form.FormStateNotNew.DisplayRule”/>

</DisplayRules>

<Actions>

<JavaScriptFunction Library=”$webresource:new_JS” FunctionName=”CallOne”/>

</Actions>

</CommandDefinition>

<CommandDefinition Id=”Sample.Form.new_case.FourthButton”>

<EnableRules>

<EnableRule Id=”Mscrm.Enabled “/>

</EnableRules>

<DisplayRules>

<DisplayRule Id=”Sample.new_case.form.FormStateNotNew.DisplayRule4″/>

</DisplayRules>

<Actions>

<JavaScriptFunction Library=”$webresource:new_JS” FunctionName=”CallFour”/>

</Actions>

</CommandDefinition>

<CommandDefinition Id=”Sample.Form.new_case.FirstGroup”>

<EnableRules>

<EnableRule Id=”Mscrm.Enabled “/>

</EnableRules>

<DisplayRules/>

<Actions/>

</CommandDefinition>

</CommandDefinitions>

<RuleDefinitions>

<TabDisplayRules>

<TabDisplayRule TabCommand=”Sample.Form.new_case.CustomTab”>

<EntityRule EntityName=”new_case” Context=”Form” AppliesTo=”PrimaryEntity”/>

</TabDisplayRule>

</TabDisplayRules>

<DisplayRules>

<DisplayRule Id=”Sample.new_case.form.FormStateNotNew.DisplayRule3″>

<FormStateRule State=”Create” InvertResult=”true”/>

</DisplayRule>

<DisplayRule Id=”Sample.new_case.form.FormStateNotNew.DisplayRule1″>

<FormStateRule State=”Create” InvertResult=”true”/>

</DisplayRule>

<DisplayRule Id=”Sample.new_case.form.FormStateNotNew.DisplayRule”>

<FormStateRule State=”Create” InvertResult=”true”/>

</DisplayRule>

<DisplayRule Id=”Sample.new_case.form.FormStateNotNew.DisplayRule2″>

<FormStateRule State=”Create” InvertResult=”true”/>

</DisplayRule>

<DisplayRule Id=”Sample.new_case.form.FormStateNotNew.DisplayRule4″>

<FormStateRule State=”Create” InvertResult=”true”/>

</DisplayRule>

</DisplayRules>

<EnableRules/>

</RuleDefinitions>

<LocLabels/>

</RibbonDiffXml>


To get the solution


http://www.box.net/shared/sgpnqdbjot


Hope this helps !