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 …
Category: Development
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:
|
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 |
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:
|
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 |
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:
|
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 |
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:
|
1 2 3 4 5 6 7 8 9 10 |
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 – …
How to use SendEmailFromTemplate action with JavaScript and WebApi
|
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 |
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)); |
How to Add records to Marketing List using WebApi
Following code can be used to add records to Marketing List using JavaScript and WebApi:
|
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 |
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)); |
Microsoft Dynamics 365 v9.0: How to fix connectivity issues between SSDT + Report Authoring Extension and Dynamics 365
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.
Microsoft Dynamics 365 v9.0: lookupObjects – closer look
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.
Microsoft Dynamics 365 v9.0: What’s new in clientside for devs besides Xrm.WebApi
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: