Category: Development

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.

Blog, Development, Howto

HowTo: Log all inputs of your custom worflow activities in generic way

12/09/2017 | by Andrew Butenko | 1 Comment

For couple of months I work on my Ultimate Workflow Toolkit. For those who doesn’t know what is it (especially for power users and consultants who doesn’t write code but like build and use workflows) – it is a toolkit that contains steps for workflows to extend list of basic operations. To make troubleshooting of …

Development, Howto

How to get Object Type Code of entity using WebApi

09/06/2017 | by Andrew Butenko | Leave a Comment

If you need to get Object Type Code of entity based on Logical Name of entity you can use following code:

var entityLogicalName = "account";

var requestUrl = "/api/data/v8.2/EntityDefinitions?$filter=LogicalName eq '" + entityLogicalName + "'&$select=ObjectTypeCode";

var context;

if (typeof GetGlobalContext === "function") {
    context = GetGlobalContext();
} else {
    context = Xrm.Page.context;
}
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 result = JSON.parse(this.response);
            var objectTypeCode = result.value[0].ObjectTypeCode;
            //use retrieved objectTypeCode
        } else {
            var errorText = this.responseText;
            //handle error here
        }
    }
};
req.send();

var entityLogicalName = "account";

var requestUrl = "/api/data/v8.2/EntityDefinitions?$filter=LogicalName eq '" + entityLogicalName + "'&$select=ObjectTypeCode";

var context;

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

context = GetGlobalContext();

} else {

context = Xrm.Page.context;

}

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 result = JSON.parse(this.response);

var objectTypeCode = result.value[0].ObjectTypeCode;

//use retrieved objectTypeCode

} else {

var errorText = this.responseText;

//handle error here

}

};

req.send();

Development, Howto

How to call Rollup of Activities using WebApi

09/05/2017 | by Andrew Butenko | Leave a Comment

Following code can be used to retrieve collection of ‘rolled up’ activities for couple of standard entities (account, contact and opportunity). You can find detailed description here.

var target = {
    "@odata.id": "accounts(F591DEE6-5B2F-E711-8110-C4346BAC5238)"
};

var query = {
    "@odata.type": "Microsoft.Dynamics.CRM.QueryExpression",
    "EntityName": "activitypointer",
    "ColumnSet": {"AllColumns":"true"}
};

var requestUrl = "/api/data/v8.2/Rollup(Target=@p1,RollupType=@p2,Query=@p3)";
requestUrl += "?@p1=" + JSON.stringify(target);
requestUrl += "&@p2=Microsoft.Dynamics.CRM.RollupType'Extended'";
requestUrl += "&@p3=" + JSON.stringify(query);

var context;

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

"@odata.id": "accounts(F591DEE6-5B2F-E711-8110-C4346BAC5238)"

};

var query = {

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

"EntityName": "activitypointer",

"ColumnSet": {"AllColumns":"true"}

};

var requestUrl = "/api/data/v8.2/Rollup(Target=@p1,RollupType=@p2,Query=@p3)";

requestUrl += "?@p1=" + JSON.stringify(target);

requestUrl += "&@p2=Microsoft.Dynamics.CRM.RollupType'Extended'";

requestUrl += "&@p3=" + JSON.stringify(query);

var context;

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

context = GetGlobalContext();

} else {

context = Xrm.Page.context;

}

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();

Development, Howto

How to close Quote as Won using WebApi

23/03/2017 | by Andrew Butenko | 1 Comment

Following code can be used to close Quote as Won using JavaScript and WebApi:

var quoteclose = {
    "quoteid@odata.bind": "/quotes(D6ED8C34-EA0F-E711-810E-1458D041F8E8)",//replace with id of active quote
    "subject": "Quote Won Subject",
    "actualend": new Date(),
    "description": "Your description here"
};

var parameters = {
    "QuoteClose": quoteclose,
    "Status": -1
};

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/WinQuote", 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 quoteclose = {

"quoteid@odata.bind": "/quotes(D6ED8C34-EA0F-E711-810E-1458D041F8E8)",//replace with id of active quote

"subject": "Quote Won Subject",

"actualend": new Date(),

"description": "Your description here"

};

var parameters = {

"QuoteClose": quoteclose,

"Status": -1

};

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/WinQuote", 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));