CRM – Page 93 – Nishant Rana's Weblog

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

Sample Code to add a custom button to a custom group in CRM 2011

Hi,

Following is the sample code to add a custom button to a custom group for a custom entity (new_test)

The button gets displayed only when the record is created.

We need to define Display Rule for that in Rule Definitions and use that rule within Command Defintion for the Button


<RibbonDiffXml>
  <CustomActions>
   <CustomAction Id="Sample.Form.new_test.CustomTab.CustomAction" Location="Mscrm.Tabs._children" Sequence="40">
    <CommandUIDefinition>
     <Tab Id="Sample.Form.new_test.CustomTab" Command="Sample.Form.new_test.CustomTab" Title="My First Custom Tab" Description="Finally managed to put my first custom tab" Sequence="40">
      <Scaling Id="Sample.Form.new_test.CustomTab.Scaling">
       <MaxSize Id="Sample.Form.new_test.CustomTab.FirstGroup.MaxSize" GroupId="Sample.Form.new_test.CustomTab.FirstGroup" Sequence="10" Size="LargeMedium"/>
      </Scaling>
      <Groups Id="Sample.Form.new_test.CustomTab.Groups">
       <Group Id="Sample.Form.new_test.CustomTab.FirstGroup" Command="Sample.Form.new_test.FirstGroup" Sequence="10" Title="Custom Group" Template="Mscrm.Templates.3.3">
        <Controls Id="Sample.Grid.new_test.CustomTab.FirstGroup.Controls">
         <Button Id="Sample.Form.new_test.CustomTab.FirstGroup.FirstButton" ToolTipTitle="My First Button Tool Tip" ToolTipDescription="My First Button Tool Tip Description" Command="Sample.Form.new_test.FirstButton" Sequence="10" LabelText="First Button" Alt="Alt First Button" TemplateAlias="o1"/>
        </Controls>
       </Group>
      </Groups>
     </Tab>
    </CommandUIDefinition>
   </CustomAction>
  </CustomActions>
  <Templates>
   <RibbonTemplates Id="Mscrm.Templates"/>
  </Templates>
  <CommandDefinitions>
   <CommandDefinition Id="Sample.Form.new_test.CustomTab">
    <EnableRules>
     <EnableRule Id="Mscrm.Enabled "/>
    </EnableRules>
    <DisplayRules>
     </DisplayRules>
    <Actions/>
   </CommandDefinition>
   <CommandDefinition Id="Sample.Form.new_test.FirstGroup">
    <EnableRules>
     <EnableRule Id="Mscrm.Enabled "/>
    </EnableRules>
    <DisplayRules>
     </DisplayRules>
    <Actions/>
   </CommandDefinition>
   <CommandDefinition Id="Sample.Form.new_test.FirstButton">
    <EnableRules>
     <EnableRule Id="Mscrm.Enabled "/>
    </EnableRules>
    <DisplayRules>
     <DisplayRule Id="Sample.new_test.form.FormStateNotNew.DisplayRule">
       </DisplayRule>
    </DisplayRules>
    <Actions>
     </Actions>
   </CommandDefinition>
  </CommandDefinitions>
  <RuleDefinitions>
   <TabDisplayRules>
    <TabDisplayRule TabCommand="Sample.Form.new_test.CustomTab">
     <EntityRule EntityName="new_test" Context="Form" AppliesTo="PrimaryEntity"/>
    </TabDisplayRule>
   </TabDisplayRules>
   <DisplayRules>
    <DisplayRule Id="Sample.new_test.form.FormStateNotNew.DisplayRule">
     <FormStateRule State="Create" InvertResult="true"/>
    </DisplayRule>
   </DisplayRules>
   <EnableRules/>
  </RuleDefinitions>
  <LocLabels/>
 </RibbonDiffXml>

Hope it helps !

Sample Code to add a custom tab to a custom entity in CRM 2011

Hi,

Customizing the Ribbon interface in CRM 2011 is not that easy, if we compare it to the ISV.CONFIG.

Here i am posting a sample xml file that we can use to create a custom tab within an entity.

Suppose the schema name of the entity is new_test, so use the following code to add a custom tab to it.

I am posting the RibbonDiffXml part

Hope it helps !

Get quotenumber (Quote ID) on PostCreate plugin

Hi,

I got the following comment on my blog.

“I wrote a plugin that creates a folder in SharePoint. It works just fine. However, I need to be able to use the quotenumber as the folder name. I am having problems figuring out how to retrieve that value. I am able to retrieve values of other fields, but the quote number is assigned when the record is saved. I am guessing that the quote number is not getting assigned until after the plugin is being called. I am not sure what to do. Any ideas?”

So i thought of trying it out. I created a Post Create plugin (synchronous) against quote entity. Than wrote code to retrieve the value for quotenumber from the inputparameters property bag. As it was create event i thought the value must be there for it. However i saw that the quotenumber property is not being passed as a part of inputparameters.

So than I used ForceSubmit method to get its value. However this time i was getting blank value. Than tried by registering the post entity image, but was still getting the blank value.

Finally i tried by registering the plugin in child pipeline, and to my surprise the value was there for the quotenumber attribute.

So to get the quotenumber we need to register our plugin in post create and childpipeline. ( no need of ForceSubmit method or PostEntityImage)

I hope it helps !

Bye.

LINQ to Microsoft Dynamics CRM

Suppose this is our entity’s schema name “new_test”

and it contains following fields

new_name

new_lastname

Using CrmSvcUtil we have created the Entities classes and Data Context class.

https://nishantrana.wordpress.com/2010/08/11/using-crmsvcutil/

Now this is how we could use LINQ to query data using query expression as well as method based query.

Create the instace of DataContext class named xrm

var myXrm = new xrm(“CRMOnPremise”);

To loop through all the test records

foreach (var testRecord in myXrm.new_tests)
{
// print the information
}

To select a specific record

var singleRecord = (from myTest in myXrm.new_tests
where myTest.new_lastname == “Rana”
select myTest).Single();

var singleRecord1 = myXrm.new_tests
.Single(t => t.new_lastname == “Rana”);

To select all the records having last name as Rana

var allRecord = from myTest in myXrm.new_tests
where myTest.new_lastname == “Rana”
select myTest;

var allRecords1 = myXrm.new_tests.
Where(t => t.new_lastname == “Rana”);

To order the records

var allRecOrder=from myTest in myXrm.new_tests
orderby myTest.new_name ascending
where myTest.new_lastname==“Rana”
select myTest;

var allRecOrder1 = myXrm.new_tests
.OrderBy(t => t.new_name)
.Where(t => t.new_lastname == “Rana”);

To select specific field instead of the entire record

var singleField = from myTest in myXrm.new_tests
select myTest.new_name;

var singleField1 = myXrm.new_tests
.Select(t => t.new_name);

To return specific fields

var specificFields = from myTest in myXrm.new_tests
select new { myTest.createdby, myTest.createdon };

var specificFields1 = myXrm.new_tests
.Select(t => new { t.createdby, t.createdon });

Use of Take and Skip function
Take returns the given number of elements and ignores the rest
Skip skips the given number of elements and yielding the rest

var takeField = (from myTest in myXrm.new_tests
select myTest.new_name).Take(2);

var takeField1 = myXrm.new_tests
.Take(2)
.Select(t => t.new_name);

var skipField = (from myTest in myXrm.new_tests
select myTest.new_name).Skip(2);

var skipField1 = myXrm.new_tests
.Skip(2)
.Select(t => t.new_name);

Join – similar to inner join
The ‘select’ and ‘orderBy’ calls may only reference

a single common entity type.
We will get above error if we try to retrieve value from the other entity involved in join

var joinRecords = from t in myXrm.new_tests
join s in myXrm.systemusers on
t.ownerid.Value equals s.systemuserid
select new {t.new_name };

var joinRecords1=myXrm.new_tests
.Join(myXrm.systemusers,
t=>t.ownerid.Value,
s=>s.systemuserid ,
(t,s)=>new {t.new_name});

Where conditions with Contains,StartsWith, EndsWith and

Equal string functions

var test1 = from p in myXrm.new_tests
where p.new_name.Contains(“R”)
select p;
var test2 = from p in myXrm.new_tests
where p.new_name.StartsWith(“R”)
select p;
var test3= from p in myXrm.new_tests
where p.new_name.EndsWith(“D”)
select p;

var test11 = myXrm.new_tests
.Where(t => t.new_name.Contains(“R”));
var test22 = myXrm.new_tests
.Where(t => t.new_name.StartsWith(“R”));
var test32 = myXrm.new_tests
.Where(t => t.new_name.EndsWith(“D”));

Download the project :-

http://www.box.net/shared/xbg0xd5p7m

Bye..

using CrmSvcUtil

Use CrmSvcUtil to generate the strongly types entity and datacontext classes

crmsvcutil

/connectionString:"Authentication Type=Integrated; Server=http://servername/orgname"

/out:"Xrm.cs" /namespace:"Xrm.solution"

/dataContextClassName:"xrm"

conntectionString–> specifies the connection string.
out –> determines the name of the .cs or .xml output file and whether there is one file or one per entity.To generate one file per entity omit .cs or .xml from the file name.
namespace –> to specify the namespace
dataContextClassName –> to specify the name of the dataContext class.

Add references to the following dlls in the project

System.Data.Entity, System.Data.Services, System.Data.Services.Client.
System.Web.Services.
Microsoft.Crm.Sdk, Microsoft.Crm.SdkTypeProxy.dll, Microsoft.Crm.SdkTypeProxy.XmlSerializers
Microsoft.Xrm.Client, Microsoft.Xrm.Portal, Microsoft.Xrm.Portal.Files

Add the generated Xrm.cs file to the project.

Add the connection string information in the config file of the application

<add name="CRMOnPremise" connectionString="Authentication Type=Integrated; Server=http://servername/orgname" />

Add following using Statements

using Xrm;
using Xrm.solution;
using Microsoft.Crm.Sdk;
using Microsoft.Crm.SdkTypeProxy;

And the code for creating a new custom entity record.

           new_test testEntity1 = new new_test();
            testEntity1.new_name = "Nishant";
            testEntity1.new_lastname = "Rana";
            myXrm.AddTonew_tests(testEntity);
            myXrm.SaveChanges();

or could also be written as

            // create the instace of DataContext class named xrm
            var myXrm = new xrm("CRMOnPremise");
           // use concept of Implicitly type local variable
            // and object intializer
            var testEntity = new new_test()
            {
                new_name = "Nishant",
                new_lastname = "Rana"
            };
            myXrm.AddTonew_tests(testEntity);
            myXrm.SaveChanges();