Category: Development

How to make 9.0 Classic Client a bit cleaner – 2

08/01/201907/01/2019 | by Andrew Butenko | 2 Comments

In one of my previous posts I played with layout of new WebClient. Idea of this post I got from question was asked on CrmUG forum – is it possible to remove big gray areas under sections? I played a bit and found a way:

Blog, Development, Howto

HowTo: Show ribbon button depending on Application running

07/01/201906/01/2019 | by Andrew Butenko | 8 Comments

Several days back I saw an email from Steve Mordue MVP asking if it is possible to filter ribbon elements based on application like it’s implemented for entities, views and forms. Answer was that at the moment there is no easy way to do it. In this post I will help Steve to resolve his …

Blog, Development, Troubleshooting

Html Webresource, Classic UI vs UCI – story of broken functionality

07/12/201809/12/2018 | by Andrew Butenko | 7 Comments

This morning started for me from bug I found really interesting. Product (custom visualization of data we did using Html/JS webresource developed for customer) didn’t work as it should on the UCI. The same time everything worked fine on the Classic UI Client. My investigation led to scary fact – OOB Api (even in your …

Blog, Development

How to Retrieve Duplicates using WebApi

03/12/201802/12/2018 | by Andrew Butenko | 8 Comments

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.

Blog, Development, Howto

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, Development

Cancelling save event based on the result of async operation

15/11/201823/11/2018 | by Andrew Butenko | 5 Comments

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

13/11/201818/04/2019 | by Andrew Butenko | 27 Comments

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 | 9 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));