Category: CRM

Calling WCF Service in Plugin in CRM


Suppose this is our simple WCF Service.

[ServiceContract]
   public interface IService1
   {
       [OperationContract]
       string GetData(); 
     
   }

public class Service1 : IService1
   {
       public string GetData()
       {
           return “Hello World”+DateTime.Now.ToLongTimeString();
       }
     
   }

Now if we add its service reference in our plugin and then deploy it, while running we would receive this error.

Could not find default endpoint element that references contract ‘ServiceReference1.IService1’ in the ServiceModel client configuration section. This might be because no configuration file was found for your application, or because no endpoint element matching this contract could be found in the client element.

The reason for this is because the configuration information for the WCF service from the client side is missing. As class library won’t have their own config file.

Suppose if we add service reference to the above Service in a windows application, we can find the following information being added to the app.config file

<?xml version=”1.0″ encoding=”utf-8″ ?>
<configuration>
    <!–<system.serviceModel>
        <bindings>
            <basicHttpBinding>
                <binding name=”BasicHttpBinding_IService1″ closeTimeout=”00:01:00″
                    openTimeout=”00:01:00″ receiveTimeout=”00:10:00″ sendTimeout=”00:01:00″
                    allowCookies=”false” bypassProxyOnLocal=”false” hostNameComparisonMode=”StrongWildcard”
                    maxBufferSize=”65536″ maxBufferPoolSize=”524288″ maxReceivedMessageSize=”65536″
                    messageEncoding=”Text” textEncoding=”utf-8″ transferMode=”Buffered”
                    useDefaultWebProxy=”true”>
                    <readerQuotas maxDepth=”32″ maxStringContentLength=”8192″ maxArrayLength=”16384″
                        maxBytesPerRead=”4096″ maxNameTableCharCount=”16384″ />
                    <security mode=”None”>
                        <transport clientCredentialType=”None” proxyCredentialType=”None”
                            realm=”” />
                        <message clientCredentialType=”UserName” algorithmSuite=”Default” />
                    </security>
                </binding>
            </basicHttpBinding>
        </bindings>
        <client>
            <endpoint address=”http://localhost:58844/Service1.svc” binding=”basicHttpBinding”
                bindingConfiguration=”BasicHttpBinding_IService1″ contract=”ServiceReference1.IService1″
                name=”BasicHttpBinding_IService1″ />
        </client>
    </system.serviceModel>–>
</configuration>

So now in case of our plugin we need to define the binding and endpoint information programmatically, something like this

try

{

BasicHttpBinding myBinding = new
BasicHttpBinding();

myBinding.Name = “BasicHttpBinding_IService1”;

myBinding.Security.Mode = BasicHttpSecurityMode.None;

myBinding.Security.Transport.ClientCredentialType = HttpClientCredentialType.None;

myBinding.Security.Transport.ProxyCredentialType = HttpProxyCredentialType.None;

myBinding.Security.Message.ClientCredentialType = BasicHttpMessageCredentialType.UserName;

EndpointAddress endPointAddress = new
EndpointAddress(“http://localhost:58844/Service1.svc&#8221;);

ServiceReference1.Service1Client myClient = new ServiceReference1.Service1Client(myBinding, endPointAddress);

MessageBox.Show(myClient.GetData());

}

catch (Exception EX)

{

 

throw EX;

}

      
 

This way we would be able to access our WCF service inside plugin.

Hope it helps !

Using OrganizationServiceClient in CRM 2011


 Add Service Reference to the Organization WCF service in the application.

URL àhttp://servername:port/OrganizationName/xrmServices/2011/organization.svc 

Use the following code to perform various functions using OrganizationServiceClient 


Entity myContact = new Entity();

myContact.LogicalName = “contact”; 

AttributeCollection myAttColl = new AttributeCollection();

myAttColl.Add(new KeyValuePair<string, object>(“lastname”, “Rana”));

myContact.Attributes = myAttColl;
ClientCredentials credentials = new ClientCredentials();
Uri organizationUri = new Uri(“http://servername:port/organizationname/xrmServices/2011/organization.svc&#8221;);
try{
OrganizationServiceClient orgClient = new OrganizationServiceClient(); 

orgClient.ClientCredentials.Windows.ClientCredential = new System.Net.NetworkCredential(“username”, “password”, “domain”); 

orgClient.Create(myContact);

}
catch (Exception ex){

throw ex;

} 

Hope it helps.

CRM Shortcut in CRM 2011 Dialogs


Hi I was just wondering how we can use CRM Shortcut radio button option that appears in Insert Hyperlink dialog box of Dialogs in CRM 2011.

After searching for it, I found the following post which says that we should ignore that button as it won’t be there in the final release.

http://social.microsoft.com/Forums/en/crm2011beta/thread/d012ae9e-4bc5-4bdb-ae6f-c58da16882dc

Hope it helps !

Sample function using SetStateRequest to deactivate record



// Get all the active records for a custom entity and deacitvate it

// In this case Custom Entity name is new_customentity and it has many to one relationship with contact record

 // So we are finding all the active custom entity records for a particular contact

 

// and deactivating it

 

private
void DeActivateCustomRecords(string contactID, IOrganizationService _service){
// setting contact id

ConditionExpression condition1 = new ConditionExpression();

condition1.AttributeName=“new_contactid”;

condition1.Operator =ConditionOperator.Equal;

condition1.Values.Add(contactID);


// and state code =0 -> active record

ConditionExpression condition2 = new ConditionExpression();

condition2.AttributeName =“statecode”;

condition2.Operator =ConditionOperator.Equal;

condition2.Values.Add(0);

 // And the condition

FilterExpression filterExpression = new FilterExpression();

filterExpression.AddCondition(condition1);

filterExpression.AddCondition(condition2);

filterExpression.FilterOperator =LogicalOperator.And;

 //Create a column set to get the custom entity records id
//we need them to disable the records

ColumnSet columns = new ColumnSet(“new_customentityid”);
// Create query expression.

QueryExpression query1 = new QueryExpression();

query1.ColumnSet = columns;

query1.EntityName =“new_customentity”;

query1.Criteria = filterExpression;

 try{

EntityCollection result= _service.RetrieveMultiple(query1);
foreach (Entity customEntityResult in result.Entities){

SetStateRequest setState = new SetStateRequest();

setState.EntityMoniker = new EntityReference();

setState.EntityMoniker.Id = customEntityResult.Id;

setState.EntityMoniker.Name = “new_customentity”;

setState.EntityMoniker.LogicalName = entityElgResult.LogicalName;

setState.State =new OptionSetValue();

setState.State.Value = 1;

setState.Status = new OptionSetValue();

setState.Status.Value = -1;

SetStateResponse setStateResponse = (SetStateResponse)_service.Execute(setState);

}

}
catch (Exception ex){
throw ex;

}

}

Hope it is useful !

Sample code to add a custom group to lead form in CRM 2011


For adding a custom group to a lead form we can make use of the following sample code.

Just replace the lead with your entity’s schema name to use it

<RibbonDiffXml>

<CustomActions>

<CustomAction
Id=“Sample.lead.form.CustomGroup.MaxSize.CustomAction“
Location=“Mscrm.Form.lead.MainTab.Scaling._children“
Sequence=“120“>

<CommandUIDefinition>

<MaxSize
Id=“Sample.lead.form.CustomGroup.MaxSize“
GroupId=“MyLeadCustomGroup“
Sequence=“21“
Size=“LargeLarge“/>

</CommandUIDefinition>

</CustomAction>

<CustomAction
Id=“MyLeadCustomAction“
Location=“Mscrm.Form.lead.MainTab.Groups._children“
Sequence=“110“>

<CommandUIDefinition>

<Group
Id=“MyLeadCustomGroup“
Title=“My Lead Custom Group“
Sequence=“39“
Template=“Mscrm.Templates.Flexible2“>

<Controls
Id=“MyCustomControls“>

<Button
Id=“MyCustomButton1“
Sequence=“10“
LabelText=“My Custom Button1“
ToolTipTitle=“My Custom Button1“
ToolTipDescription=“My Custom Button1“
TemplateAlias=“o1“/>

</Controls>

</Group>

</CommandUIDefinition>

</CustomAction>

</CustomActions>

<Templates>

<RibbonTemplates
Id=“Mscrm.Templates“/>

</Templates>

<CommandDefinitions>

</CommandDefinitions>

<RuleDefinitions>

<TabDisplayRules/>

<DisplayRules/>

<EnableRules/>

</RuleDefinitions>

<LocLabels/>

</RibbonDiffXml>

 

Hope it helps!

 

 

Showing Custom Button on Update in CRM 2011


Now let us built on our existing example of adding custom button and adding JavaScript to it.

https://nishantrana.wordpress.com/2010/11/04/adding-my-first-custom-button-in-crm-2011/

https://nishantrana.wordpress.com/2010/11/04/using-javascript-in-a-custom-button-in-crm-2011/

Get the solution file here

http://www.box.net/shared/m9q9otkqfg

Now we want our button to appear only in case of Update form, while creating a new record it shouldn’t appear.

For this we need to first define a DisplayRule in RuleDefinitions.

<RuleDefinitions>

<TabDisplayRules/>

<DisplayRules>


<DisplayRule
Id=“MyRule“>

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

</DisplayRule>

</DisplayRules>

<EnableRules/>

</RuleDefinitions>

This rule we will refer in our CommandDefinition for our button.

<CommandDefinitions>

<CommandDefinition
Id=“Cmd_JavaScript“>

<EnableRules>

<EnableRule
Id=“Mscrm.Enabled“/>

</EnableRules>


<DisplayRules>

<DisplayRule
Id=“MyRule“></DisplayRule>

</DisplayRules>

<Actions>

<JavaScriptFunction
Library=“$webresource:new_MyJavaScript“
FunctionName=“HelloWorld“>

</JavaScriptFunction>

</Actions>

</CommandDefinition>

</CommandDefinitions>

Now after importing and publishing it

The final RibbonDiffXml looks like this

<RibbonDiffXml>

<CustomActions>

<CustomAction
Id=“CA_MyFirstButton“
Location=“Mscrm.Form.account.MainTab.Save.Controls._children“
Sequence=“31“>

<CommandUIDefinition>

<Button
Id=“B_MyFirstButton“
Command=“Cmd_JavaScript“
LabelText=“My First Button“
ToolTipTitle=“My First Button Tool Tip Title“
ToolTipDescription=“My First Button Tool Tip Description“
TemplateAlias=“o1“
Image16by16=“/_imgs/ribbon/saveandclose16.png“
Image32by32=“/_imgs/ribbon/saveandclose32.png“/>

</CommandUIDefinition>

</CustomAction>

</CustomActions>

<Templates>

<RibbonTemplates
Id=“Mscrm.Templates“/>

</Templates>

<CommandDefinitions>

<CommandDefinition
Id=“Cmd_JavaScript“>

<EnableRules>

<EnableRule
Id=“Mscrm.Enabled“/>

</EnableRules>

<DisplayRules>

<DisplayRule
Id=“MyRule“>

</DisplayRule>

</DisplayRules>

<Actions>

<JavaScriptFunction
Library=“$webresource:new_MyJavaScript“
FunctionName=“HelloWorld“>

</JavaScriptFunction>

</Actions>

</CommandDefinition>

</CommandDefinitions>

<RuleDefinitions>

<TabDisplayRules/>

<DisplayRules>

<DisplayRule
Id=“MyRule“>

<FormStateRule
State=“Create”


InvertResult=“true“ />

</DisplayRule>

</DisplayRules>

<EnableRules/>

</RuleDefinitions>

<LocLabels/>

</RibbonDiffXml>

Hope it helps !