Andrew Butenko's Blog

Ultimate Workflow Toolkit v1.5.0.0

20/03/201807/11/2018 | by Andrew Butenko | 45 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.

Blog, Development

Microsoft Dynamics 365 v9.0: lookupObjects – closer look

22/11/201722/11/2017 | by Andrew Butenko | 3 Comments

After I posted my previous post about new namespaces and methods I got several questions about lookupObjects method from Xrm.Utility namespace. I decided to make additional research to check what was not documented but can be used.

Blog, Development

Microsoft Dynamics 365 v9.0: What’s new in clientside for devs besides Xrm.WebApi

21/11/201703/12/2017 | by Andrew Butenko | 10 Comments

After analysis of new namespaces and methods that were released as a part of new 9.0 version I come to conclusion that “Dynamics 365 CE” Product Team actively works on elimination of gap between methods that are available to Product Team and usual developers. And here is why:

Development, Howto

Microsoft Dynamics 365 v9.0: Usage of new OOB WebApi functions – Part 3

18/10/2017 | by Andrew Butenko | 1 Comment

In previous posts I described how to use Xrm.WebApi methods to perform CRUD operations and use “execute” method to call Actions. This part is dedicated to functions.

Development, Howto

Microsoft Dynamics 365 v9.0: Usage of new OOB WebApi functions – Part 2

18/10/201718/10/2017 | by Andrew Butenko | 15 Comments

In previous post I described how to perform CRUD operations using OOB wrapper for WebApi operations released as a part of v9.0 release. In this I will describe 2 remaining methods – execute and executeMultiple. Methods are used to execute actions or functions.

Development, Howto

Microsoft Dynamics 365 v9.0: Usage of new OOB WebApi functions – Part 1

05/10/201702/11/2017 | by Andrew Butenko | 10 Comments

It was anounced earlier that wrapper for usage of WebApi will be available as a part of v9.0 release. Now v9.0 is released so it became possible to check what can it do and what we can do with it.