Nishant Rana's Weblog

The best Ribbon Editor Tool for CRM 2011.

Hi,

Just a few days back came to know from my friend that a new ribbon editor tool was has been released.

http://erikpool.blogspot.com/2011/10/new-crm-2011-ribbon-editing-tool.html

So thought of giving it a try.

After using it for few days I can easily say that this is exactly the tool many of us would have been waiting for ribbon editing.

There are other posts as well in the Erik Pool’s blog for understanding how exactly ribbon can be customized. Do have a look at them.

http://erikpool.blogspot.com/2011/10/understanding-crm-ribbon-xml-part-3.html

Bye.

Plugin to check the InputParameters value of the Context in CRM 2011.

Hi,

Wrote a simple plugin to check the value of InputParameters being passed on update of lead record.

  public void Execute(IServiceProvider serviceProvider)
        {
            IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
            Entity myEntity = (Entity)context.InputParameters["Target"];
            // Get the attribute collection
            AttributeCollection myAttColl = myEntity.Attributes;
            // Write in a log file
            TextWriter log = TextWriter.Synchronized(File.AppendText(@"C:\InputParameterLog.txt"));

            log.WriteLine("Log generated at  " + DateTime.Now);
            log.WriteLine();

            foreach (KeyValuePair<string, object> myKV in myAttColl)
            {
                log.WriteLine("Key - " + myKV.Key);

                if (myKV.Value == null)
                {
                    log.WriteLine("Value - null");
                }
                else if (myKV.Value.GetType()== typeof(EntityReference))
                {
                    EntityReference eRef = myKV.Value as EntityReference;
                    log.WriteLine("Id - " + eRef.Id.ToString());
                    log.WriteLine("Logical Name - " + eRef.LogicalName);
                    log.WriteLine("Name - " + eRef.Name);
                }

                else if (myKV.Value.GetType() == typeof(OptionSetValue))
                {
                    OptionSetValue oSetValue = myKV.Value as OptionSetValue;
                    log.WriteLine("OptionSetValue - " + oSetValue.Value);
                }

                else
                {
                    log.WriteLine("Value - " + myKV.Value.ToString());
                }

                log.WriteLine();
            }
            log.WriteLine();
            log.Close();

        }

Haven’t tested it though, might be useful while debugging.

Bye.

Unable to Change Domain Logon Name error in CRM 2011.

Hi,

Recently got the below error while updating a record. It was surprising as we were just saving the record to which we had full access.

The good thing was that the log file had the correct message\information about the error

The error was because of access denied error while trying to write something to a text file inside plugin code.

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: Access is denied.Detail:

<Message>Access is denied.</Message>

[testPlugin: testPlugin.Class1]

[7e507fe4-3605-e111-9e2c-00155d2a49c7: testPlugin.Class1: Update of lead]

</TraceText>

</OrganizationServiceFault>

Few days back also one friend of mine was getting the same issue, however it was while importing the solution. Not sure how it was fixed for them. It might be some custom code throwing exception.

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 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.