Andrew Butenko's Blog

How to call QuerySchedule using WebApi

11/07/2018 | by Andrew Butenko | 2 Comments

Following code can be used to call QuerySchedule function using WebApi:

var context;

if (typeof GetGlobalContext === "function") {
    context = GetGlobalContext();
} else {
    context = Xrm.Page.context;
}

var start = new Date(); //Put Start datetime here

var end = new Date(); //Put End datetime here
end.setDate(end.getDate() + 1);

var requestUrl = "/api/data/v8.2/QuerySchedule(ResourceId=@p1,Start=@p2,End=@p3,TimeCodes=@p4)";
requestUrl += "?@p1=" + context.getUserId().replace("{", "").replace("}", "");
//put Id of resource you want get data for as parameter 1

requestUrl += "&@p2=" + JSON.stringify(start).replace(/"/g, "");
requestUrl += "&@p3=" + JSON.stringify(end).replace(/"/g, "");
requestUrl += "&@p4=" + JSON.stringify(['0']);

//For TimeCodes use '0' for Available
//'1' for Busy
//'2' for Unavailable
//'3' for Filter

var req = new XMLHttpRequest();
req.open("GET", context.getClientUrl() + requestUrl, true);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange = function() {
    if (this.readyState === 4) {
        req.onreadystatechange = null;

        if (this.status === 200) {
            var results = JSON.parse(this.response);
            //you've got results to results variable
        } else {
            var errorText = this.responseText;
            //handle error here
        }
    }
};
req.send();

var context;

if (typeof GetGlobalContext === "function") {

context = GetGlobalContext();

} else {

context = Xrm.Page.context;

}

var start = new Date(); //Put Start datetime here

var end = new Date(); //Put End datetime here

end.setDate(end.getDate() + 1);

var requestUrl = "/api/data/v8.2/QuerySchedule(ResourceId=@p1,Start=@p2,End=@p3,TimeCodes=@p4)";

requestUrl += "?@p1=" + context.getUserId().replace("{", "").replace("}", "");

//put Id of resource you want get data for as parameter 1

requestUrl += "&@p2=" + JSON.stringify(start).replace(/"/g, "");

requestUrl += "&@p3=" + JSON.stringify(end).replace(/"/g, "");

requestUrl += "&@p4=" + JSON.stringify(['0']);

//For TimeCodes use '0' for Available

//'1' for Busy

//'2' for Unavailable

//'3' for Filter

var req = new XMLHttpRequest();

req.open("GET", context.getClientUrl() + requestUrl, true);

req.setRequestHeader("OData-MaxVersion", "4.0");

req.setRequestHeader("OData-Version", "4.0");

req.setRequestHeader("Accept", "application/json");

req.setRequestHeader("Content-Type", "application/json; charset=utf-8");

req.onreadystatechange = function() {

if (this.readyState === 4) {

req.onreadystatechange = null;

if (this.status === 200) {

var results = JSON.parse(this.response);

//you've got results to results variable

} else {

var errorText = this.responseText;

//handle error here

}

};

req.send();

Blog, Development, Howto

How to Add Item to Campaign using WebApi

21/06/2018 | by Andrew Butenko | Leave a Comment

Following JS (with small changes) can be used to add Marketing List/Product/Sales Literature to Campaign:

var parameters = {
	Campaign: {
		campaignid: "E5EE91B6-7A75-E811-A95F-000D3A33EB4E",
		//put valid if of campaign here
		"@odata.type": "Microsoft.Dynamics.CRM.campaign"
	}
};
 
var context;
 
if (typeof GetGlobalContext === "function") {
    context = GetGlobalContext();
} else {
    context = Xrm.Page.context;
}
 
var req = new XMLHttpRequest();
req.open("POST", context.getClientUrl() + 
	"/api/data/v8.2/lists(2DBBE7F5-7A75-E811-A95F-000D3A33EB4E)/Microsoft.Dynamics.CRM.AddItemCampaign", true);
//replace collection name and record id with record you want to add to campaign
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange = function () {
    if (this.readyState === 4) {
        req.onreadystatechange = null;
        if (this.status === 204) {
            //Success - No Return Data - Do Something
        } else {
            var errorText = this.responseText;
            //Error and errorText variable contains an error - do something with it
        }
    }
};
req.send(JSON.stringify(parameters));

var parameters = {

Campaign: {

campaignid: "E5EE91B6-7A75-E811-A95F-000D3A33EB4E",

//put valid if of campaign here

"@odata.type": "Microsoft.Dynamics.CRM.campaign"

}

};

var context;

if (typeof GetGlobalContext === "function") {

context = GetGlobalContext();

} else {

context = Xrm.Page.context;

}

var req = new XMLHttpRequest();

req.open("POST", context.getClientUrl() +

"/api/data/v8.2/lists(2DBBE7F5-7A75-E811-A95F-000D3A33EB4E)/Microsoft.Dynamics.CRM.AddItemCampaign", true);

//replace collection name and record id with record you want to add to campaign

req.setRequestHeader("OData-MaxVersion", "4.0");

req.setRequestHeader("OData-Version", "4.0");

req.setRequestHeader("Accept", "application/json");

req.setRequestHeader("Content-Type", "application/json; charset=utf-8");

req.onreadystatechange = function () {

if (this.readyState === 4) {

req.onreadystatechange = null;

if (this.status === 204) {

//Success - No Return Data - Do Something

} else {

var errorText = this.responseText;

//Error and errorText variable contains an error - do something with it

}

};

req.send(JSON.stringify(parameters));

Blog, CRM Extensions, Ultimate Workflow Toolkit

UWT: Email Invoice in PDF format

03/05/2018 | by Andrew Butenko | Leave a Comment

It became a typical scenario – Email Quote or Invoice to customer in PDF format. When you’re on premise – it’s not a big problem – develop report, publish it to CRM, publish it to Reporting Services and use Reporting Services to render report in PDF format. But what to do when you’re online? One …

Blog, Tools, Ultimate Workflow Toolkit

UWT: Cloning record with related records with no code

26/04/201826/04/2018 | by Andrew Butenko | Leave a Comment

After I wrote previous post regarding copying of N-N related records I got reasonable question – why have I used Action in this scenario if it is possible to implement it without it using just “Distribute Workflow” step and On-Demand workflow. I agreed that this is possible. So here is other scenario that can’t be …

Tools, Ultimate Workflow Toolkit

UWT: Copying of N-N related records with no code

26/04/201826/04/2018 | by Andrew Butenko | Leave a Comment

In this post I will provide instructions how you can copy N-N related records using latest release of Ultimate Workflow Toolkit without any code.

CRM Extensions, Tools

Ultimate Workflow Toolkit v1.5.0.0

20/03/2018 | by Andrew Butenko | 41 Comments

New release of Ultimate Workflow Toolkit is available. On one hand this release contains a lot of new cool features. On the other this release is not directly compatible with earlier versions. I will provide guide that will describe how to install this version if you have earlier versions installed already. Here is what I’ve …

Blog, Development, Howto

How to generate Excel Template from code

19/03/201819/03/2018 | by Andrew Butenko | Leave a Comment

2 years ago as a part of Dynamics CRM 2016 release Microsoft introduced “Word/Excel Document Templates”. I saw examples how to generate Word template but have never seen the same example for Excel. Here is what I found after several hours spent with DB of CRM and ILSpy:

var request = new OrganizationRequest("RenderTemplateFromView");
request["Template"] = new EntityReference("documenttemplate", new Guid("ECF388DE-1033-4C7C-93F3-0803B16C09C7"));
request["View"] = new EntityReference("savedquery", new Guid("00000000-0000-0000-00AA-000010003001"));

var response = service.Execute(request);

var fileContent = (byte[]) response["ExcelFile"];

//Do whatever you need with file content - I saved it to hard drive
File.WriteAllBytes("GeneratedExcel.xlsx", fileContent);

var request = new OrganizationRequest("RenderTemplateFromView");

request["Template"] = new EntityReference("documenttemplate", new Guid("ECF388DE-1033-4C7C-93F3-0803B16C09C7"));

request["View"] = new EntityReference("savedquery", new Guid("00000000-0000-0000-00AA-000010003001"));

var response = service.Execute(request);

var fileContent = (byte[]) response["ExcelFile"];

//Do whatever you need with file content - I saved it to hard drive

File.WriteAllBytes("GeneratedExcel.xlsx", fileContent);

Huge limitation of this code – …

Development, Howto

How to use SendEmailFromTemplate action with JavaScript and WebApi

02/03/2018 | by Andrew Butenko | Leave a Comment

var parameters = {
    TemplateId: "07B94C1D-C85F-492F-B120-F0A743C540E6",//Guid of template
    Regarding: {
        contactid: "CA26BD09-62B4-E711-A94F-000D3A109280",//entity that will be used for templating
        "@odata.type": "Microsoft.Dynamics.CRM.contact"
    },
    Target: {//stub of email that has to contain at least one valid recipient
        "@odata.type": "Microsoft.Dynamics.CRM.email",
        email_activity_parties: [{
            "partyid_contact@odata.bind": "/contacts(CA26BD09-62B4-E711-A94F-000D3A109280)",
            participationtypemask: 2//To
        }]
    }
};

var context;

if (typeof GetGlobalContext === "function") {
    context = GetGlobalContext();
} else {
    context = Xrm.Page.context;
}

var req = new XMLHttpRequest();
req.open("POST", context.getClientUrl() + "/api/data/v8.2/SendEmailFromTemplate", true);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange = function () {
    if (this.readyState === 4) {
        req.onreadystatechange = null;
        if (this.status === 200) {
            //Success - No Return Data - Do Something
        } else {
            var errorText = this.responseText;
            //Error and errorText variable contains an error - do something with it
        }
    }
};
req.send(JSON.stringify(parameters));

var parameters = {

TemplateId: "07B94C1D-C85F-492F-B120-F0A743C540E6",//Guid of template

Regarding: {

contactid: "CA26BD09-62B4-E711-A94F-000D3A109280",//entity that will be used for templating

"@odata.type": "Microsoft.Dynamics.CRM.contact"

Target: {//stub of email that has to contain at least one valid recipient

"@odata.type": "Microsoft.Dynamics.CRM.email",

email_activity_parties: [{

"partyid_contact@odata.bind": "/contacts(CA26BD09-62B4-E711-A94F-000D3A109280)",

participationtypemask: 2//To

}]

}

};

var context;

if (typeof GetGlobalContext === "function") {

context = GetGlobalContext();

} else {

context = Xrm.Page.context;

}

var req = new XMLHttpRequest();

req.open("POST", context.getClientUrl() + "/api/data/v8.2/SendEmailFromTemplate", true);

req.setRequestHeader("OData-MaxVersion", "4.0");

req.setRequestHeader("OData-Version", "4.0");

req.setRequestHeader("Accept", "application/json");

req.setRequestHeader("Content-Type", "application/json; charset=utf-8");

req.onreadystatechange = function () {

if (this.readyState === 4) {

req.onreadystatechange = null;

if (this.status === 200) {

//Success - No Return Data - Do Something

} else {

var errorText = this.responseText;

//Error and errorText variable contains an error - do something with it

}

};

req.send(JSON.stringify(parameters));

Development, Howto

How to Add records to Marketing List using WebApi

01/03/201802/03/2018 | by Andrew Butenko | Leave a Comment

Following code can be used to add records to Marketing List using JavaScript and WebApi:

var parameters = {
    List: {
        listid: "9DEE7D76-611D-E811-A95B-000D3A1087A0",
        "@odata.type": "Microsoft.Dynamics.CRM.list"
    },
    Members: [{
        accountid: "3653A521-A2C0-E711-A950-000D3A109280",
        "@odata.type": "Microsoft.Dynamics.CRM.account"
    }]
};

var context;

if (typeof GetGlobalContext === "function") {
    context = GetGlobalContext();
} else {
    context = Xrm.Page.context;
}

var req = new XMLHttpRequest();
req.open("POST", context.getClientUrl() + "/api/data/v8.2/AddListMembersList", true);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange = function () {
    if (this.readyState === 4) {
        req.onreadystatechange = null;
        if (this.status === 204) {
            //Success - No Return Data - Do Something
        } else {
            var errorText = this.responseText;
            //Error and errorText variable contains an error - do something with it
        }
    }
};
req.send(JSON.stringify(parameters));

var parameters = {

List: {

listid: "9DEE7D76-611D-E811-A95B-000D3A1087A0",

"@odata.type": "Microsoft.Dynamics.CRM.list"

Members: [{

accountid: "3653A521-A2C0-E711-A950-000D3A109280",

"@odata.type": "Microsoft.Dynamics.CRM.account"

}]

};

var context;

if (typeof GetGlobalContext === "function") {

context = GetGlobalContext();

} else {

context = Xrm.Page.context;

}

var req = new XMLHttpRequest();

req.open("POST", context.getClientUrl() + "/api/data/v8.2/AddListMembersList", true);

req.setRequestHeader("OData-MaxVersion", "4.0");

req.setRequestHeader("OData-Version", "4.0");

req.setRequestHeader("Accept", "application/json");

req.setRequestHeader("Content-Type", "application/json; charset=utf-8");

req.onreadystatechange = function () {

if (this.readyState === 4) {

req.onreadystatechange = null;

if (this.status === 204) {

//Success - No Return Data - Do Something

} else {

var errorText = this.responseText;

//Error and errorText variable contains an error - do something with it

}

};

req.send(JSON.stringify(parameters));

Blog, Development, Howto, Reports

Microsoft Dynamics 365 v9.0: How to fix connectivity issues between SSDT + Report Authoring Extension and Dynamics 365

14/02/201815/02/2018 | by Andrew Butenko | 2 Comments

At the moment (February 14, 2018) Microsoft hasn’t released version of Report Authoring Extension that supports both v9.0 and enforced TLS 1.2. This post will help people who develops reports for latest Dynamics 365 v9.0 using SQL Server Data Tools and FetchXml Authoring Extension.