Tag: CRM

Sample Code for using IOrganizationService in CRM 2011


Just a sample code for quick reference !

Uri organizationUri = new Uri("http://crmservername/orgname/XRMServices/2011/Organization.svc");
Uri homeRealmUri = null;
ClientCredentials credentials = new ClientCredentials();
// set default credentials for OrganizationService
credentials.Windows.ClientCredential = (NetworkCredential)CredentialCache.DefaultCredentials;
// or
credentials.Windows.ClientCredential = System.Net.CredentialCache.DefaultNetworkCredentials;
OrganizationServiceProxy orgProxy = new OrganizationServiceProxy(organizationUri, homeRealmUri, credentials, null);
IOrganizationService _service = (IOrganizationService)orgProxy;
try
{
    Entity myAccount = new Entity("account");
    myAccount["name"] = "Test Account";
    _service.Create(myAccount);
}
catch (Exception ex)
{
    MessageBox.Show(ex.Message);
}
}

In case of early-bound, don’t forget to add the following line of code

 OrganizationServiceProxy _serviceProxy = new OrganizationServiceProxy(organizationUri, homeRealmUri, credentials, null);
 // This statement is required to enable early-bound type support.
  _serviceProxy.ServiceConfiguration.CurrentServiceEndpoint.Behaviors.Add(new ProxyTypesBehavior());

For Office 365 check this post
https://nishantrana.wordpress.com/2012/12/06/sample-code-to-connect-office-365-users-to-crm-2011-online/
Bye.


			


	





	

		
		
Url to edit Connection Role in CRM 2011
	


	
	
	

		

Hi,


I had to disable some of the existing connection role and had to define new one.  Was not able to find a page(grid view) from which i could do that easily.So used the following url to edit the Connection Role


http://servser:port/orgname/_root/homepage.aspx?etc=3231


Please let me know from where we can do it easily within CRM UI  itself.

	


	





	

		
		
Hiding Collaborate,Process and Data group from Contact Entity in CRM 2011
	


	
	
	

		

Hi,


 we could make use of following xml definition for that


Hides from Grid


<HideCustomAction Location=”Mscrm.HomepageGrid.contact.MainTab.ExportData” HideActionId=”Sample.HomepageGrid.contact.MainTab.ExportData.HideAction”/>

<HideCustomAction Location=”Mscrm.HomepageGrid.contact.MainTab.Collaborate” HideActionId=”Sample.HomepageGrid.contact.MainTab.Collaborate.HideAction”/>

<HideCustomAction Location=”Mscrm.HomepageGrid.contact.MainTab.Workflow” HideActionId=”Sample.HomepageGrid.contact.MainTab.Workflow.HideAction”/>


Hides from form

<HideCustomAction Location=”Mscrm.Form.contact.MainTab.ExportData” HideActionId=”Mscrm.Form.contact.MainTab.ExportData.HideAction”/>

<HideCustomAction Location=”Mscrm.Form.contact.MainTab.Collaborate” HideActionId=”Mscrm.Form.contact.MainTab.Collaborate.HideAction”/>

<HideCustomAction Location=”Mscrm.Form.contact.MainTab.Workflow” HideActionId=”Mscrm.Form.contact.MainTab.Workflow.HideAction”/>


We can get the Location value from the following sample code of sdk


…….\sdk\samplecode\cs\client\ribbon\exportribbonxml\exportedribbonxml


Hope it helps !

	


	





	

		
		
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


<CustomActions>




 <HideCustomAction Location=”Mscrm.Form.new_case.Related”

                      HideActionId=”Sample.Form.new_case.Related.HideAction”  />

 <HideCustomAction Location=”Mscrm.HomepageGrid.new_case.Related”

                      HideActionId=”Sample.HomepageGrid.new_case.Related.HideAction”  />


<CustomActions>


 

	


	





	

		
		
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


<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”/>

      </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>

 </CommandDefinitions>

 <RuleDefinitions>

  <TabDisplayRules>

   <TabDisplayRule TabCommand=”Sample.Form.new_test.CustomTab”>

    <EntityRule EntityName=”new_test” Context=”Form” AppliesTo=”PrimaryEntity”/>

   </TabDisplayRule>

  </TabDisplayRules>

  <DisplayRules/>

  <EnableRules/>

 </RuleDefinitions>

 <LocLabels/>

</RibbonDiffXml>


Hope it helps !