Tag: Microsoft Dynamics CRM

Set Organizer for appointment or working with ActivityParty in CRM 2011


Hi,
Just posting a sample code for creating appointment record in CRM 2011.


Uri organizationUri = new Uri(<a href="http://CRM2011/orgName/XRMServices/2011/Organization.svc">http://CRM2011/orgName/XRMServices/2011/Organization.svc</a>);
Uri homeRealmUri = null;
ClientCredentials credentials = new ClientCredentials();
credentials.Windows.ClientCredential = new System.Net.NetworkCredential("administrator", "password", "contoso");

OrganizationServiceProxy orgProxy = new OrganizationServiceProxy(organizationUri, homeRealmUri, credentials, null);
// Get the IOrganizationService
IOrganizationService orgService = (IOrganizationService)orgProxy;

// create entity record
Entity appointment = new Entity();
appointment.LogicalName = "appointment";
appointment.Attributes["subject"] = "App at " + DateTime.Now.ToString();
appointment.Attributes["scheduledstart"] = new DateTime();
appointment.Attributes["scheduledstart"] = DateTime.Now.AddDays(1);
appointment.Attributes["scheduledend"] = new DateTime();
appointment.Attributes["scheduledend"] = DateTime.Now.AddDays(1).AddHours(2);

// create activity party record
Entity activityParty = new Entity();
activityParty.LogicalName = "activityparty";
activityParty.Attributes["partyid"]=new EntityReference("systemuser",new Guid("userGuid"));
EntityCollection colAP = new EntityCollection();
colAP.Entities.Add(activityParty);

appointment.Attributes["organizer"] = new EntityCollection();
appointment.Attributes["organizer"] = colAP;

// If we use the bookrequest class it will fail
// and gives ResourceBusy error in case of scheduling conflict
// so simply create the appointment without using book request
// to make it appear in the calendar

//   BookRequest bookRequest = new BookRequest();
//   bookRequest.Target = appointment;

try
{
//  BookResponse booked = (BookResponse)orgService.Execute(bookRequest);
string appGuid = orgService.Create(appointment).ToString();
}
catch (Exception ex)
{
string exMessage = ex.Message;
}



Hope it helps !

Exception message “entityName” in CRM 2011


Hi,

We get the “entityName” exception if we haven’t specified value for LogicalName property of Entity class. (easy to figure out 🙂 )
Hope it helps!

Using Bulk Data Export tool of CRM 4.0 with CRM 2011


We need to make following changes to get the Bulk Data Export tool for CRM 4.0(http://mscrmbulkdataexport.codeplex.com/workitem/list/basic) to work with CRM 2011.

Change the app.config of the tool

http://mscrmuk.blogspot.com/2011/02/using-crm-40-assemblies-on-crm-2011.html

<runtime>
<assemblyBinding
xmlns=“urn:schemas-microsoft-com:asm.v1“><dependentAssembly>
<assemblyIdentity
name=“Microsoft.Crm.Sdk“
publicKeyToken=“31bf3856ad364e35“
culture=“neutral“/>

<publisherPolicy
apply=“no“/>
</dependentAssembly>
</assemblyBinding>
</runtime>

And add references to the 64 bit version of Microsoft.crm.sdk and Microsoft.crm.sdktypeproxy dlls. (Which we can get from its SDK)

http://www.microsoft.com/downloads/en/confirmation.aspx?familyid=82e632a7-faf9-41e0-8ec1-a2662aae9dfb&displaylang=en

http://www.box.net/shared/z6z1dcby0k

Hope it helps.

Plugin for Resolve Case action against Incident Entity. (CRM 4.0)


We had a requirement wherein we wanted to update one of the fields in the incident record when we are resolving it through (Actionà Resolve Case).

Here we had to write a Pre-Update plugin registered on Child Pipeline against incident entity.

More on that

http://roman20007.wordpress.com/2010/04/25/resolve-case-event-in-plugin/

http://social.microsoft.com/Forums/en-HK/crmdevelopment/thread/ef1e594f-f50b-484e-a166-285429df8e4d

Hope it helps.

Calling On Demand Workflow through a Button in Ribbon (launchOnDemandWorkflow) in CRM 2011


I had to call an on demand workflow through a custom button click inside the ribbon. I thought of using launchOnDemandWorkflow function.

http://inogic.blogspot.com/2009/06/call-workflow-from-isv-button.html

But couldn’t really find a way of calling that function.

So thought of calling it through its url, which would be something like this

http://servername/orgname/_grid/cmds/dlg_runworkflow.aspx?


iObjType=10004

&iTotal=1

&sIds=%7b4BEBDCAF-8F66-E011-A475-00155D045711%7d%3b

&wfId=%7bF0ED25C7-5129-4297-8515-69DFFA0739FF%7d


function CallOnDemandWorkflow() {


var recordID = crmForm.ObjectId;


var url = “http://server/org/_grid/cmds/dlg_runworkflow.aspx?iObjType=10004&iTotal=1&sIds={“ + recordID + “}&wfId={F0ED25C7-5129-4297-8515-69DFFA0739FF}”;

window.open(url);

}

However I keep getting some JavaScript Error.

Finally found out the correct way of doing so.

function CallOnDemandWF() {

var a = new Array(crmFormSubmit.crmFormSubmitId.value);

var sIds = crmFormSubmit.crmFormSubmitId.value+“;”;

var sEntityTypeCode = “10004”; //Replace this with your entity type code

var sWorkflowId = “{F0ED25C7-5129-4297-8515-69DFFA0739FF}”; //Replace this with your actual workflow ID

var iWindowPosX = 500; //Modal dialog position X

var iWindowPosY = 200; //Modal dialog position Y

var oResult = openStdDlg(prependOrgName(“/_grid/cmds/dlg_runworkflow.aspx”)+“?iObjType=” + CrmEncodeDecode.CrmUrlEncode(sEntityTypeCode) + “&iTotal=” +

CrmEncodeDecode.CrmUrlEncode(a.length) + “&wfId=” + CrmEncodeDecode.CrmUrlEncode(sWorkflowId)+ “&sIds=” + CrmEncodeDecode.CrmUrlEncode(sIds) , a, iWindowPosX, iWindowPosY);

}

Check out the thread

http://axforum.info/forums/showthread.php?t=29333

Final Output

The ribbondiffxml used is following

    <RibbonDiffXml>

            <CustomActions>

                <CustomAction

                Id=“CA_MyFirstButton”

                Location=“Mscrm.Form.new_rip.MainTab.Workflow.Controls._children”

                Sequence=“31“>

                    <CommandUIDefinition>

                        <Button

                        Id=“B_MyFirstButton”

                        Command=“Cmd_JavaScript”

                        LabelText=“Invite Service Member”

                        ToolTipTitle=“Invite User”

                        ToolTipDescription=“Use this workflow to invite Service Member to the portal”

                        TemplateAlias=“o1”

                        Image16by16=“/_imgs/ribbon/startdialog_16.png”

                        Image32by32=“/_imgs/ribbon/startdialog_32.png“></Button>

                    </CommandUIDefinition>

                </CustomAction>

            </CustomActions>

            <Templates>

                <RibbonTemplates

                Id=“Mscrm.Templates“/>

            </Templates>

            <CommandDefinitions>

                <CommandDefinition
Id=“Cmd_JavaScript“>

                    <EnableRules>

                        <EnableRule
Id=“Mscrm.Enabled“></EnableRule>

                    </EnableRules>

                    <DisplayRules></DisplayRules>

                    <Actions>

                        <JavaScriptFunction

                            Library=“$webresource:new_InOut”

                            FunctionName=“CallOnDemandWF”

                    >

                        </JavaScriptFunction>

                    </Actions>

                </CommandDefinition>

            </CommandDefinitions>

            <RuleDefinitions>

                <TabDisplayRules/>

                <DisplayRules/>

                <EnableRules/>

            </RuleDefinitions>

            <LocLabels/>

        </RibbonDiffXml>

Bye.

Initializing and setting DefaultCrendentials for OrganizationService in CRM 2011


I created a simple windows application just to see how to make use of IOrganizationService within CRM 2011.

Here we need to add references to the following dlls

  1. Microsoft.Xrm.Sdk.
  2. System.ServiceModel.
  3. System.Runtime.Serialization.

This is the sample code

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);
}
}