Tag: CRM

Hi,

We recently had a requirement to run a report on the form of a custom entity named incident.

It should show incident data and its related entity data i.e. contact and account.

Incident is having n: n relationship with Contact and Account here.

Here we will create three data sets one for showing the incident data and other two for the related entities.

Create a DataSet for Incident to fetch the incident record information (using Advanced Find View).

Make sure to set enableprefiltering as 1

This will create a report parameter in the report

Next we will create a DataSet for Contact entity which is n: n (many to many) related to Incident.

Download the fetch xml and add enableprefiletering attribute

Follow the same step for the DataSet for account entity related to Incident.

While uploading the select Display in value as “Forms for related record types” to run the report in the context of the form.

Report will start appearing in the Incident Form

Sample screenshot

 

Hope it helps

Hi,

Just sharing a sample code that retrieves optionset data from CRM and also sorts it. We are using it to bind drop down in one of our custom SharePoint Application Page.

/// <summary>
/// The get global option sets.
/// </summary>
/// <param name="config">
/// The config.
/// </param>
/// <param name="globalOptionSetName">
/// The _global option set name.
/// </param>
/// <returns>
/// The <see cref="List"/>.
/// </returns>
public static List<XrmOptionSet> GetGlobalOptionSets(IOrganizationService config, string globalOptionSetName)
{
using (
XrmServiceContext context = SDKHelper.GetXrmServiceContext(
config.OrganizationServiceUrl,
config.Credentials))
{
RetrieveOptionSetRequest retrieveOptionSetRequest = new RetrieveOptionSetRequest
{
Name =
globalOptionSetName
};

// Execute the request.
RetrieveOptionSetResponse retrieveOptionSetResponse =
(RetrieveOptionSetResponse)context.Execute(retrieveOptionSetRequest);

OptionSetMetadata retrievedOptionSetMetadata =
(OptionSetMetadata)retrieveOptionSetResponse.OptionSetMetadata;

OptionMetadata[] optionList = retrievedOptionSetMetadata.Options.ToArray();

List<XrmOptionSet> optionSetItems = new List<XrmOptionSet>();

// Add each item in OptionMetadata array to the ListItemCollection object.
foreach (OptionMetadata o in optionList)
{
XrmOptionSet xrmOptionSet = new XrmOptionSet();
xrmOptionSet.Label = o.Label.LocalizedLabels[0].Label;
xrmOptionSet.Value = o.Value.Value.ToString(CultureInfo.InvariantCulture);
optionSetItems.Add(xrmOptionSet);
}

optionSetItems.Sort(
delegate(XrmOptionSet thisItem, XrmOptionSet otherItem)
{
return thisItem.Label.CompareTo(otherItem.Label);
});

return optionSetItems;
}
}

/// <summary>
/// The get local option sets.
/// </summary>
/// <param name="config">
/// The config.
/// </param>
/// <param name="entityName">
/// The entity name.
/// </param>
/// <param name="optionSetAttributeName">
/// The option set attribute name.
/// </param>
/// <returns>
/// The <see cref="List"/>.
/// </returns>
public static List<XrmOptionSet> GetLocalOptionSets(
IOrganizationService config,
string entityName,
string optionSetAttributeName)
{
using (
XrmServiceContext context = SDKHelper.GetXrmServiceContext(
config.OrganizationServiceUrl,
config.Credentials))
{
// Create the Attribute Request.
RetrieveAttributeRequest retrieveAttributeRequest = new RetrieveAttributeRequest
{
EntityLogicalName =
entityName,
LogicalName =
optionSetAttributeName,
RetrieveAsIfPublished
= true
};

// Get the Response and MetaData. Then convert to Option MetaData Array.
RetrieveAttributeResponse retrieveAttributeResponse =
(RetrieveAttributeResponse)context.Execute(retrieveAttributeRequest);
PicklistAttributeMetadata retrievedPicklistAttributeMetadata =
(PicklistAttributeMetadata)retrieveAttributeResponse.AttributeMetadata;
OptionMetadata[] optionList = retrievedPicklistAttributeMetadata.OptionSet.Options.ToArray();

List<XrmOptionSet> optionSetItems = new List<XrmOptionSet>();

// Add each item in OptionMetadata array to the ListItemCollection object.
foreach (OptionMetadata o in optionList)
{
XrmOptionSet xrmOptionSet = new XrmOptionSet();
xrmOptionSet.Label = o.Label.LocalizedLabels[0].Label;
xrmOptionSet.Value = o.Value.Value.ToString(CultureInfo.InvariantCulture);
optionSetItems.Add(xrmOptionSet);
}

optionSetItems.Sort(
delegate(XrmOptionSet thisItem, XrmOptionSet otherItem)
{
return thisItem.Label.CompareTo(otherItem.Label);
});

return optionSetItems;
}
}
}

&nbsp;

 

Hope it helps.

Recently was writing a jscript function to populate optionset value using SDK.MetaData.js helper class.

https://nishantrana.wordpress.com/2014/02/05/retrieve-optionset-label-using-sdk-metadata-rertrieveattribute-method-in-javascript-crm-2011/

It was working fine in IE, however I was getting error in Chrome.

It turned out the following condition was always evaluating as true

And as selectSingleNode is not supported in Chrome we were getting error.

Added the following condition fixed the issue

 

if (typeof(window.chrome) != ‘undefined’) {

 

var xpe = new XPathEvaluator();

var xPathNode = xpe.evaluate(xpathExpr, node, _NSResolver, XPathResult.FIRST_ORDERED_NODE_TYPE, null);

return (xPathNode != null) ? xPathNode.singleNodeValue : null;

 

}

 

Hope it helps..

I recently wrote a LINQ using joins, all seemed fine, but was still getting the attributeName exception. Finally this post came to rescue.

http://www.develop1.net/public/post/e2809cValue-cannot-be-nullParameter-name-attributeNamee2809d-when-running-Linq-query-with-join.aspx

Hope it helps.