Andrew Butenko's Blog

HowTo: open plugin/custom workflow activity project created using CRM/D365 Developer Toolkit

25/11/2018 | by Andrew Butenko | 5 Comments

I have to confess that I used to use CRM Developer Toolkit (CRMDT) before Jason Lattimer’s VS extensions were released. After I uninstalled CRMDT I started to experience issues opening projects created using it. Following error message appeared when I tried to open a solution: Here is how it can be easily fixed:

Blog, Troubleshooting

Dude, where is my section?

23/11/2018 | by Andrew Butenko | 5 Comments

I migrated one customer from Dynamics CRM 2011 On-Premise to D365 Online and everything was fine until customer discovered that account form looks weird – one section just disappeared:

Blog, Customization, Howto

Enable plus button for subgrids on disabled forms

20/11/2018 | by Andrew Butenko | 1 Comment

Several weeks ago I got a question from my customer – when record is inactive it’s not possible to add associated records from subgrids located on entity form – is it possible to bring back “plus” button to the subgrid even if record is deactivated?

Blog, Development

Cancelling save event based on the result of async operation

15/11/201823/11/2018 | by Andrew Butenko | 1 Comment

This post is similar to previous one related to showing/hiding of the button based on the result of async operation but in this scenario script allows/disallows form to be saved. In my case I check if there is any account with the same “Account Number” available already and if there is script blocks the save. …

Blog, Development

Showing ribbon button based on the result of async operation

13/11/2018 | by Andrew Butenko | Leave a Comment

Earlier when I had a task to show/hide button based on the result of data-retrieval operation I used following approach – declared variable, made synchronous call to endpoint, set that variable inside the callback and returned true/false result at the end of validation function. It worked but if the operation was long-running it caused blocking …

Blog, Development, Howto

Pass DateTime parameters to set field record values

08/11/201808/11/2018 | by Andrew Butenko | Leave a Comment

Today I got requirement to open new record form with prepopulated DateTime field. This article describes how to pre-set Date field: The following sample sets the Est. Close Date field for a new opportunity to January 31, 2011. The unencoded value for the extraqs parameter is “estimatedclosedate=01/31/11”. No single word about time component. Luckily I …

Blog, Development

How to make 9.0 Classic Client a bit cleaner

07/11/2018 | by Andrew Butenko | 7 Comments

At the moment I do migration for one of customers from 8.2 ground to 9.0 cloud. I migrated all the customizations and customer was not satisfied with layout of updated classic 9.0 client. The biggest complain was related to huge whitespaces around fields. Just compare the same default forms of account entity 8.2 on the …

Blog, Development, Howto

How to share record with user using WebApi

01/11/201801/11/2018 | by Andrew Butenko | Leave a Comment

You can use following code to share record (account in this case) with user (but you can share it with team as well) using JavaScript and WebApi without any additional development:

var target = {
		"accountid": "ACAAB842-21C7-E811-A96F-000D3A16A41E",
		//put <other record type>id and Guid of record to share here
		"@odata.type": "Microsoft.Dynamics.CRM.account"
		//replace account with other record type
};

var principalAccess = {
		"Principal": {
			"systemuserid": "d272654b-57f5-4564-8d0b-36d0d4c426c4",
			//put teamid here and Guid of team if you want to share with team
			"@odata.type": "Microsoft.Dynamics.CRM.systemuser"
			//put team instead of systemuser if you want to share with team
		},
		"AccessMask": "ReadAccess, WriteAccess"
		//full list of privileges is "ReadAccess, WriteAccess, AppendAccess, AppendToAccess, CreateAccess, DeleteAccess, ShareAccess, AssignAccess"
};

var parameters = {
    "Target": target,
    "PrincipalAccess": principalAccess
};

var context;

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

var req = new XMLHttpRequest();
req.open("POST", context.getClientUrl() + "/api/data/v9.0/GrantAccess", 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 target = {

"accountid": "ACAAB842-21C7-E811-A96F-000D3A16A41E",

//put <other record type>id and Guid of record to share here

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

//replace account with other record type

};

var principalAccess = {

"Principal": {

"systemuserid": "d272654b-57f5-4564-8d0b-36d0d4c426c4",

//put teamid here and Guid of team if you want to share with team

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

//put team instead of systemuser if you want to share with team

"AccessMask": "ReadAccess, WriteAccess"

//full list of privileges is "ReadAccess, WriteAccess, AppendAccess, AppendToAccess, CreateAccess, DeleteAccess, ShareAccess, AssignAccess"

};

var parameters = {

"Target": target,

"PrincipalAccess": principalAccess

};

var context;

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

context = GetGlobalContext();

} else {

context = Xrm.Page.context;

}

var req = new XMLHttpRequest();

req.open("POST", context.getClientUrl() + "/api/data/v9.0/GrantAccess", 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

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));