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How to send Message to an IFrame using JavaScript in MS CRM 2011

Posted on November 23rd, 2015 by Ranjan Parhi

1.To send the message to the IFrame  write following javascript code . Xrm.Page.ui.controls.get(‘IFrameName‘).getObject().contentWindow.postMessage(Value,”*”); 2.To receive the message on the IFrame write the message event inside the javascript on IFrame window.attachEvent(“onmessage”,functionname); 3.Define the function function functionname(Value) { var Name = Value.data; //Do any operation using Name }    

REST Endpoint for Web Resources to retrieve data for MS CRM 2011

Posted on November 23rd, 2015 by Pallavi Kar

We can use JScript to access Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online data from within the application. There are two web services available i.e Rest and Soap endpoints. Here we will have a look at the Rest endpoint service to retrieve some data. In our system we have two entities named “ServiceAppointment” […]

Retrieve attributes of a specified entity in MS CRM 2011

Posted on November 23rd, 2015 by Pallavi Kar

Lets walk through some lines to retrieve the attributes of a specified entity for MS CRM 2011. First of all lets have three properties declared in a class as below private OrganizationDetail CurrentOrganizationDetail { get; set; } private IDiscoveryService DiscoveryService { get; set; } private IOrganizationService OrgService { get; set; } Then in the second […]

Populate account name and account id of account entity in WPF Listbox

Posted on November 23rd, 2015 by Monalisa Chakraborty

The following code demonstrates that list of account entity details in listbox. In WPF application within listbox store account entity name and accountid using IOrganizationService interface to connect with CRM 2011 server. public void populateList() { Uri myUri = new Uri(“http://localhost:5558/mfdev/XRMServices/2011/Discovery.svc”); IServiceConfiguration<IDiscoveryService> dinfo = ServiceConfigurationFactory.CreateConfiguration<IDiscoveryService>(myUri); var creds = new ClientCredentials(); DiscoveryServiceProxy dsp = new DiscoveryServiceProxy(dinfo, […]

Change Singular to Plural and Display Name of Specific Entity

Posted on November 23rd, 2015 by Monalisa Chakraborty

The following example demonstrates how to change entity display name and publish that entity. In this code defines retrieve attributes set of specific entity. Then change plural name and display name of that entity and publish it. For this operation here using IOrganizationService interface to connect with CRM 2011 server. public void ChangeEntityName() { Uri […]

Customize tool tips in form label of CRM 2011

Posted on November 23rd, 2015 by Monalisa Chakraborty

To achieve this functionality create an xml file that will hold the tooltip information. The following code illustrates it <tooltip> <entity name=”new_test”> <attribute name=”new_testField”> <shorttooltip>use for testing</shorttooltip> </attribute> </entity> </tooltip> Now use java script file to call above xml file for tool tips. The jquery library should include in that global java script file. the […]

Using java script change background color of fields on form in CRM 2011

Posted on November 23rd, 2015 by Monalisa Chakraborty

In CRM 2011 anyone can set back color of attribute field in form level using JavaScript. In entity form we can use entity attributes field. The following snippet illustrates this document.getElementById(fieldname).style.backgroundColor = “colorname”; // change back color of field to any color Use following snipet to color single option in option set using index number… […]

Debugging a Silverlight Application for MS CRM 2011

Posted on November 23rd, 2015 by Pallavi Kar

As Silverlight is not a integral part of CRM platform , its very cumbersome  to keep track of error and  debugging  custom codes. So to  debug  a  Silverlight application  for  CRM 2011 we need to  follow  certain steps as  given below : 1.Build  the silverlight application  and set the  breakpoint to the  code where its  […]

Using Javascript Intellisense for MS Dynamics CRM 2011 in Visual Studio

Posted on November 23rd, 2015 by Monalisa Chakraborty

The Xrm.Page Script Library Template is a Microsoft Visual Studio 2010 project that provides JScript IntelliSense and JScript libraries which uses Xrm.Page objects and methods.This template provides JScript IntelliSense completion and method documentation. The latest release of the Microsoft Dynamics SDK (Version 5.0.3) contains Microsoft Dynamics CRM Solution and Visual Studio extension that together will […]

Retrieve a lookup field value in a Silverlight page as a WebResource in CRM 2011

Posted on November 23rd, 2015 by Pallavi Kar

To retrieve the values of a lookup field or any other field in a Silverlight page, we need to follow two steps i.e 1. Design the Silverlight application to retrieve the lookup field value. And create a web resource of type Silverlight and upload the .xap file. 2. Create a webresource in the form customization […]

HOW TO CUSTOMIZE SITE MAP IN DYNAMICS CRM 2011

Posted on November 23rd, 2015 by Ranjan Parhi

Step 1: Go to Setting>> Solutions. Create a new Solution. Step 2: Open the Solution. Click Add Existing>> Site Map . Step 3: Save and Publish the Solution. Export the Solution. Step 4: Unzip the Zip file. Step 5:Open the customizations.xml in Visual Studio/Notepad++. Step 6: Below the ResourCenter Area Write following  codes . <Area […]

Get Default TagPrefix of an Organization using REST End Point in MS CRM 2011

Posted on November 23rd, 2015 by A. Nibedita Dora

It’s often required to get the default tagprefix of an organization dynamicaly using REST endpoint. We can get the default tagprefix from Default Publisher.But to know which is Default Publisher we need to get the DefaultSolution. The following code snippet helps us to find the default tagprefix. //Get the default TagPrefix of the Organization var […]

Plugin for SetState Message

Posted on November 23rd, 2015 by Pallavi Kar

In CRM we have  a  common requirement  for plugins for setstate message ie  when the  status  of  a  record changes (like activate/deactivated/state change of a  record etc.) So, here we  will look at some  plugin codes which executes to  update certain field when a record state changes ie activated/deactivated. using System; using System.Collections.Generic; using System.Linq; […]

Using Custom Workflow retrieve Account details which are created in last month in MS Dynamics CRM 2011.

Posted on November 23rd, 2015 by Abhisek Sriramka

The following code snipet illustrate this… protected override void Execute(CodeActivityContext executionContext) { // Get the context service. IWorkflowContext context = executionContext.GetExtension<IWorkflowContext>(); IOrganizationServiceFactory serviceFactory = executionContext.GetExtension<IOrganizationServiceFactory>(); // Use the context service to create an instance of IOrganizationService. IOrganizationService _orgService = serviceFactory.CreateOrganizationService(context.InitiatingUserId); // Use _orgService to call methods. //Create a query expression specifying the Account entity and […]

Get WebResources Related To An Entity Using REST END POINT In MS Dynamics CRM

Posted on November 23rd, 2015 by A. Nibedita Dora

Webresources associated to an Entity are stored inside “FormXml” of that entity as follows. <formLibraries> <Libraryname=”new_jquery.1.4.4.min”libraryUniqueId=”{405ae6dd-4825-97e3-7de4-8653dde56587}” /> <Libraryname=”new_SDK.Metadata”libraryUniqueId=”{10073a56-0333-96c7-405d-593a6cece89a}” /> <Libraryname=”new_toolTipsJS”libraryUniqueId=”{b289a047-30e1-d90d-317b-0bbce7e486b8}” /> <Libraryname=”new_json2″libraryUniqueId=”{442753de-bb92-aad2-8505-a6ae9b0c1ab6}” /> </formLibraries>   To get the FormXml of an entity we need to query “SystemForm” with some filter condiion . The following code snippet helps us to find WebResources associated to an Entity. […]

Working with party list type

Posted on November 23rd, 2015 by Pallavi Kar

PartyList : This is a  data type available in MS crm. It  is almost  a lookup  that can have references to more than one records of an entity for a single field. A partylist  has certain attributes like   name, id, type,typename etc. So the basic operation  for such a field will be to retrieve or […]

MS CRM 2011- IOrganizationService

Posted on November 23rd, 2015 by Pradip Sukla

IOrganizationService is the primary webservice for accessing the data and metadata for the organization on MS Dynamics CRM 2011. Here is the code snippet for accessing it on a On-Premise, IFD and Online Server. On-Premise: OrgService = Uri orgServiceUri = new Uri(“Org Service URL”);IServiceConfiguration<IOrganizationService> orgConfigInfo = ServiceConfigurationFactory.CreateConfiguration<IOrganizationService>(orgServiceUri);var creds1 = new ClientCredentials();new OrganizationServiceProxy(orgConfigInfo, creds1); IFD: creds.UserName.UserName […]