Hi,
Today i came across this new tool for Ribbon editing in CRM 2011.
http://www.develop1.net/public/page/Ribbon-Workbench-for-Dynamics-CRM-2011.aspx
The tools looks really wonderful.
Will try it out soon.
Bye.
Hi,
Today i came across this new tool for Ribbon editing in CRM 2011.
http://www.develop1.net/public/page/Ribbon-Workbench-for-Dynamics-CRM-2011.aspx
The tools looks really wonderful.
Will try it out soon.
Bye.
Hi,
To get the id of the case record which is getting resolved in the plugin, we need to make use of IncidentResolution inputparameters of the context.
Entity incRes = this.Context.InputParameters["IncidentResolution"] as Entity; Guid caseId = ((EntityReference)incRes.Attributes["incidentid"]).Id;
Bye.
We had one plugin which was registered against “SetState” and “SetStateDynamic” message. It used to run when we were doing “Cancel Case” from the ribbon.
We thought the same message will work in case of “Resolve Case“.
However in case of Resolve Case, we need to use or register our plugin against the “Close” message.
InputParametersà
Hope it helps.
We recently had requirement to show the Case Information in one of its related (related) entity’s header. The information should appear as a hyperlink so that users can open the case directly from that entity’s form.
Case entity was having 1-n relationship with this other entity say Entity A and Entity A was related 1-n with Entity B. In Entity A we had moved the lookup of Case in the header. So from Entity A’s form user could click the lookup in header (as lookup appeared as hyperlink in Header) and open the Case.
Now they wanted the similar kind of functionality in Entity B. However as Entity B was not directly related to Case entity it had no lookup or any other field having Case information in it.
So this is what we did :-
Case Information in the header and the hyperlink:-
Sample Code of the HTML Web Resource:-
<html xmlns="http://www.w3.org/1999/xhtml"> <head> <title>Case Information</title> <script src="ClientGlobalContext.js.aspx"></script> <script type="text/javascript" src="new_json2"></script> <style type="text/css"> .ms-crm-Field-Normal { font-family: Segoe UI, Tahoma, Arial; font-size: 13px; position:absolute; top:0px; text-align: left; } </style> <meta charset="utf-8"> </head> <body style="background-color: #f7fbff; margin: 10px" onload="GetCaseInformation()" contenteditable="true"> <a id="anchorCase" href="#" target="_blank" class="ms-crm-Field-Normal"></a> <script> var FORM_TYPE_UPDATE = 2; var FORM_TYPE_READ_ONLY = 3; var FORM_TYPE_DISABLED = 4; var ODataPath; var serverUrl; var entityName = ""; var id = ""; var entity; function GetCaseInformation() { init(); } function init() { serverUrl = document.location.protocol + "//" + document.location.host + "/" + Xrm.Page.context.getOrgUniqueName(); ODataPath = serverUrl + "/XRMServices/2011/OrganizationData.svc"; if (parent.Xrm.Page.ui.getFormType() == FORM_TYPE_UPDATE || parent.Xrm.Page.ui.getFormType() == FORM_TYPE_READ_ONLY || parent.Xrm.Page.ui.getFormType() == FORM_TYPE_DISABLED) { // get the lookup control and its guid and entity type var value = parent.Xrm.Page.ui.controls.get('new_casemedicalconditionid').getAttribute().getValue(); if (value != null) { id = value[0].id.replace('{', '').replace('}', ''); entityName = value[0].entityType; } } // get the case information retrieveRecord(id); } function retrieveRecord(Id) { var retrieveReq = new XMLHttpRequest(); var url = ODataPath + "/" + entityName + "Set(guid'" + Id + "')"; retrieveReq.open("GET", ODataPath + "/" + entityName + "Set(guid'" + Id + "')", true); retrieveReq.setRequestHeader("Accept", "application/json"); retrieveReq.setRequestHeader("Content-Type", "application/json; charset=utf-8"); retrieveReq.onreadystatechange = function () { retrieveReqCallBack(this); }; retrieveReq.send(); } function retrieveReqCallBack(retrieveReq) { if (retrieveReq.readyState == 4 /* complete */) { if (retrieveReq.status == 200) { //Success entity = JSON.parse(retrieveReq.responseText).d; if (entity.new_CaseId != null) { var caseGuid = entity.new_CaseId.Id; var caseName = entity.new_CaseId.Name; var serverUrl = document.location.protocol + "//" + document.location.host + "/" + Xrm.Page.context.getOrgUniqueName(); if (document.getElementById('anchorCase').innerHTML == "") { document.getElementById('anchorCase').innerHTML = caseName; document.getElementById('anchorCase').href = serverUrl + "/CS/cases/edit.aspx?id={" + caseGuid + "}"; } } } } } </script> </body> </html>
Bye.
As we all know that we have new multiple forms feature in CRM 2011, which allows us to create multiple forms for an entity. Today for the first time I got an opportunity to implement it.
Our scenario was something like this :-
We wanted only specific users to Reactivate Case and they shouldn’t be able to modify any value on the case that they are Reactivating.
We started by first figuring out the minimum rights required to Reactivate the case and they were
for the Case entity.
Obviously with Write access user will be able to modify the values for the case.
So we did the following
So now when the user having the new security role opens the case form for Reactivating the Case, he only sees the newly created form which has all the fields set as read only.
This solved our purpose.
Hope it helps.
Hi,
Below the minimum rights required to Reactivate a closed or resolved Case in CRM.
Sample code to do it through code
private void Form_Load(object sender, EventArgs e) { Uri organizationUri = new Uri("http://servername/orgname/XRMServices/2011/Organization.svc"); Uri homeRealmUri = null; ClientCredentials credentials = new ClientCredentials(); credentials.Windows.ClientCredential = System.Net.CredentialCache.DefaultNetworkCredentials; OrganizationServiceProxy orgProxy = new OrganizationServiceProxy(organizationUri, homeRealmUri, credentials, null); IOrganizationService _service = (IOrganizationService)orgProxy; ReactivateState("incident", new Guid("caseGuid"), 0, -1, _service); } public static void ReactivateState(string entityName, Guid entityGuid, int state, int status, IOrganizationService orgService) { try { SetStateRequest req = new SetStateRequest(); req.EntityMoniker = new EntityReference(entityName, entityGuid); req.State = new OptionSetValue(state); req.Status = new OptionSetValue(status); orgService.Execute(req); } catch (Exception ex) { } }
Bye.