In this post I provide 2 ways to retrieve duplicates – using plain JS way and with usage of Xrm.WebApi namespace that was introduced as a part of 9.0 release.
Category: Development
HowTo: open plugin/custom workflow activity project created using CRM/D365 Developer Toolkit
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:
Cancelling save event based on the result of async operation
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. …
Showing ribbon button based on the result of async operation
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 …
Pass DateTime parameters to set field record values
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 …
How to make 9.0 Classic Client a bit cleaner
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 …
How to share record with user using WebApi
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:
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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)); |
How to call QuerySchedule using WebApi
Following code can be used to call QuerySchedule function using WebApi:
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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(); |
How to Add Item to Campaign using WebApi
Following JS (with small changes) can be used to add Marketing List/Product/Sales Literature to Campaign:
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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)); |
How to generate Excel Template from code
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:
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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 – …