Category: Microsoft Dynamics CRM

To add custom menu and button to Entity form,

Go to Customizations-Export Customizations-Select ISV.CONFIG.

Open the customizations.xml file and add the following xml tags to it

<Entity name=“new_customentity“>

          <MenuBar>

            <CustomMenus>

              <Menu>

                <Titles>

                  <Title LCID=“1033“ Text=“My Custom Menu“>

                  </Title>

                </Titles>

                <MenuItem Url=“http://www.microsoft.com“ PassParams=“0“ WinMode=“1“>

                  <Titles>

                    <Title LCID=“1033“ Text=“Coming Soon ..“>

                    </Title>

                  </Titles>

                </MenuItem>

              </Menu>

            </CustomMenus>

          </MenuBar>

          <ToolBar>

            <Button AvailableOffline=“false“ ValidForCreate=“1“ ValidForUpdate=“1“ Url=“http://www.google.co.in“>

              <Titles>

                <Title LCID=“1033“ Text=“My Custom Button…“ />

              </Titles>

              <ToolTips>

                <ToolTip

                 LCID=“1033“

                 Text=“My custom button tooltip“     />

              </ToolTips>

            </Button>

          </ToolBar>

        </Entity>

That’s it ..

For every new custom entity created in CRM corresponding SetStateCustomEntityNameRequest and SetStateCustomEntityNameResponse class gets created which we can use to set their status.

 

In the below example we have set the status inactive for our custom country entity records.

 

 

 SetStateNew_CountryRequest myCountryRequest = new SetStateNew_CountryRequest();

                // guid of the record to be deactivated

                myCountryRequest.EntityId = new Guid(“3AE10D22-60E4-DD11-9D85-00164145E126”);

                // statecode – 1 , statecodename- Inactive, statuscode – 2, statuscodename – Inactive

                // statecode – 0 , statecodename- Inactive, statuscode – 1, statuscodename – Inactive

                myCountryRequest.New_CountryState = New_CountryState.Inactive;

                myCountryRequest.New_CountryStatus = 2;

                SetStateNew_CountryResponse myCountryResponse = (SetStateNew_CountryResponse)crmService.Execute(myCountryRequest);

 

Bye ..

I was just trying out if changing the status for the workflow is possible programmatically. Well this is something I tried.

Created a function which would take primary key(guid) of the entity intance and would return all the workflow logs for that entity instance having status as “In Progress” and changing their status to “Failed”

 

The function to retrieve all the workflowlog id

 

private ArrayList   GetInProgressWorkflowLogIDForEntity(CrmService crmService, string EntityId)

        {

            QueryExpression myQuery = new QueryExpression();

            ColumnSet myCols = new ColumnSet();

            // to retireve workflowlogid

            myCols.Attributes = new String[] { “workflowlogid” };

            myQuery.ColumnSet = myCols;

            myQuery.EntityName = EntityName.workflowlog.ToString();

          

            ConditionExpression myCondtionExpression1 = new ConditionExpression();

            // entityinstance id against which workflowlog is running

            myCondtionExpression1.AttributeName = “regardingobjectid”;

            myCondtionExpression1.Operator = ConditionOperator.Equal;

            myCondtionExpression1.Values = new object[] {EntityId };

            // Status of workflowlog

            // Failed – 3

            // Succeeded – 2

            // In Progress – 1

            ConditionExpression myCondtionExpression2 = new ConditionExpression();

            myCondtionExpression2.AttributeName = “In Progress”;

            myCondtionExpression2.Operator = ConditionOperator.Equal;

            myCondtionExpression2.Values = new object[] { “1” };

 

            FilterExpression myFilterExpression = new FilterExpression();

            myFilterExpression.FilterOperator = LogicalOperator.And;

            myFilterExpression.Conditions = new ConditionExpression[] { myCondtionExpression1, myCondtionExpression2 };

 

            myQuery.Criteria = myFilterExpression;

 

            BusinessEntityCollection myBE=crmService.RetrieveMultiple(myQuery);

 

            ArrayList myWFLogList = new ArrayList();

            foreach (BusinessEntity myBusinessEntity in myBE.BusinessEntities)

            {

                workflowlog myWFLogId = (workflowlog)myBusinessEntity;

                myWFLogList.Add(myWFLogId.workflowlogid.Value.ToString());

 

            }

            return myWFLogList;    

        }

 

 

 

 

Using TargetUpdateWorkflowLog class

 

 

ArrayList myWorkflowLog=GetInProgressWorkflowLogIDForEntity(crmService, “55B93CBB-99E3-DD11-9D85-00164145E126”);

 

                foreach (String wfLogId in myWorkflowLog)

                {

                    TargetUpdateWorkflowLog myUpdateWorkflow = new TargetUpdateWorkflowLog();

                    myUpdateWorkflow.WorkflowLog = new workflowlog();

                    myUpdateWorkflow.WorkflowLog.workflowlogid = new Key();

                    // workflowlogid of workflow having status as In Progress

                    // to be changed to Failed – 3

                    myUpdateWorkflow.WorkflowLog.workflowlogid.Value = new Guid(wfLogId);

 

                    // Failed – 3

                    // Succeeded – 2

                    // In Progress – 1

                    myUpdateWorkflow.WorkflowLog.status = new Picklist();

                    myUpdateWorkflow.WorkflowLog.status.name = “Failed”;

                    myUpdateWorkflow.WorkflowLog.status.Value = 3;

 

                    UpdateRequest myRequest = new UpdateRequest();

                    myRequest.Target = myUpdateWorkflow;

 

                    UpdateResponse myRes = (UpdateResponse)crmService.Execute(myRequest);

                }