Tag: Microsoft Dynamics CRM

Using RetrievePrincipalAccessRequest in CRM


Hi,

Recently had a requirement to show\hide a ribbon button based on the condition i.e. if a user has Write access to that record show it else hide it.

Here either the user can have Write access to the record through the one of the security roles assigned to him or through the team which has that rights.

In this case we can use RetrievePrincipalAccessRequest which returns as response all the right user had on that particular record either through his own security roles or teams he is part of.

For e.g. we give following rights on a particular record to a team (which the user is part of)

If we check the rights user has on the record using RetrievePrincipalAccessRequest we get the following response (combination of all the rights either through sharing or his own security roles)

[


RetrievePrincipalAccessRequest request = new RetrievePrincipalAccessRequest();

// system user or team
request.Principal = new EntityReference("systemuser", new Guid("EBEECB5F-2D60-E511-80F8-3863BB357FC0"));

// record for which we want to check the access
request.Target = new EntityReference("is_productionsite", new Guid("15734DF9-31DD-E511-810E-3863BB353ED0"));

RetrievePrincipalAccessResponse resp = (RetrievePrincipalAccessResponse)orgService.Execute(request);

 

Hope it helps.

Only Secure Content is displayed notification while using Bing Map API version 7.0 in CRM Online.


Hi,

We recently developed a web resource using Bing Map API to show address as push pin for Custom Entities.

However, we were getting the following notification

The reason being we were using Http version of the API and CRM is on HTTPS. We changed it to use HTTPS version and it fixed the issue.

Else we would have to do the following settings in the browsers

http://du.screenstepslive.com/s/docs/m/7107/l/219447-allow-mixed-content-in-browsers

Helpful post

http://blog.devdave.com/2011/01/removing-mixed-content-warning-when.html

Hope it helps..

Business Process Error while trying to open records in CRM 2015


Hi we were getting the below error while trying to open any record in CRM 2015

G

Turned out that by mistake one wrong extra step had got registered on RetrieveMultiple

ActivityFeeds.Plugins: ActivityFeeds.Plugins.ActivityClose]

[c824b80a-d392-e511-8114-3863bb356f90: ActivityFeeds.Plugins.ActivityClose: RetrieveMultiple of any Entity]

Removing this step fixed the issue.

Hope it helps.

Fixed – Microsoft Dynamics CRM Reporting Authoring Extension Setup – Setup cannot continue because there is a pending restart required error in CRM 2015


Hi,

Got the below error while trying to install the Report Authoring Extension for CRM 2015.

To fix the issue, open the log file, check for the registry path and delete it

Hope it helps !

Sample code to check if User is a member of a team C# CRM 2011/2013/2015


Sharing sample code to check if a user belongs to a team or not


public static bool IsTeamMember(Guid teamID, Guid userID, IOrganizationService service)
{
QueryExpression query = new QueryExpression("team");
query.ColumnSet = new ColumnSet(true);
query.Criteria.AddCondition(new ConditionExpression("teamid", ConditionOperator.Equal, teamID));
LinkEntity link = query.AddLink("teammembership", "teamid", "teamid");
link.LinkCriteria.AddCondition(new ConditionExpression("systemuserid", ConditionOperator.Equal, userID));
var results = service.RetrieveMultiple(query);

if (results.Entities.Count > 0)
{
return true;
}
else
{
return false;
}
}

Hope it helps.

Sample code to read XML Data from Web Resource in Plugin in CRM 2011/2013/2015


We recently had a requirement to read xml data stored in a particular web resource in plugin.

Sharing the sample code


public static Dictionary<string, string> GetMarketClusterAndMarketSegment(string webresourceName, string buildingTypeValue, IOrganizationService organizationService)
{
Dictionary<string, string> dictionaryMarket = new Dictionary<string, string>();

// tk_et_oppline_marketingfilterpicklists
// create request to retrieve Webresource
ColumnSet cols = new ColumnSet();
cols.AddColumn("content");
QueryByAttribute requestWebResource = new QueryByAttribute
{
EntityName = "webresource",
ColumnSet = cols
};
requestWebResource.Attributes.AddRange("name");
requestWebResource.Values.AddRange(webresourceName);

Entity webResourceEntity = null;
EntityCollection webResourceEntityCollection = organizationService.RetrieveMultiple(requestWebResource);

if (webResourceEntityCollection.Entities.Count > 0)
{
webResourceEntity = webResourceEntityCollection.Entities[0];
byte[] binary = Convert.FromBase64String(webResourceEntity.Attributes["content"].ToString());
string resourceContent = System.Text.Encoding.UTF8.GetString(binary);
string byteOrderMarkUtf8 = Encoding.UTF8.GetString(Encoding.UTF8.GetPreamble());
if (resourceContent.StartsWith(byteOrderMarkUtf8))
{
resourceContent = resourceContent.Remove(0, byteOrderMarkUtf8.Length);
}

XDocument xmlDocument = XDocument.Parse(resourceContent);

var marketSegment = from t in xmlDocument.Descendants("ParentField").ElementAt(1).Descendants("ShowOption")
where t.Attribute("value").Value.Equals(buildingTypeValue)
select new
{
marketSegmentValue = t.Parent.Attribute("value").Value,
marketSegmentLabel = t.Parent.Attribute("label").Value
};

foreach (var v in marketSegment)
{
dictionaryMarket.Add("marketsegment", v.marketSegmentValue);
var marketCluster = from t in xmlDocument.Descendants("ParentField").ElementAt(0).Descendants("ShowOption")
where t.Attribute("value").Value.Equals(v.marketSegmentValue)
select new
{
marketClusterValue = t.Parent.Attribute("value").Value,
marketClusterLabel = t.Parent.Attribute("label").Value
};

foreach (var m in marketCluster)
{
dictionaryMarket.Add("marketcluster", m.marketClusterValue);
}
}
}

return dictionaryMarket;
}
}

Hope it helps..