Web API Retrieve Single Record

Today I am showing how to select an entity record by passing Guid and get back desired fields.
I am running this code on 'Contact' entity and retrieving two fields. I have to remove starting and ending brackets as Web API is not accepting while processing Guids
I am using below javascript code in webresource. For application outside CRM in separate application, u have to first authenticate using Azure / AD depending upon deployment (Online / On-Premises). Refer to this link for this feature.


Code Start:

function MySelectUsingWebAPI() {



var id = Xrm.Page.data.entity.getId();



             id = id.replace("{", "");

            id = id.replace("}", "");

Value Rule - Ribbon Workbench CRM 2015

Tested on: CRM 2015

Below is the procedure to apply 'Value Rule' using Ribbon Workbench.

Situation:
Business Process is to hide Post button on invoice form page, when status reason is Posted.

Solution:

1) I have added a new Display Rule, add a step Value Rule and add display rule to Post button command, as shown in below snapshot.

2) Now set Value Rule Properties as shown in below snapshot

Add Record for Many to Many Relation

Tested on: CRM 2015

In this problem, I want to add invigilators for the Exam Activity. There is Many to Many relation between Activity & Invigilators.

Here is the snapshot of relationship in CRM 2015

                      

  AssociateRequest request = new AssociateRequest{

             

Lookup Filter Through XRM

In below example, I have implemented custom filter on Student Course Lookup. This filter is forcing the student courses to show for the given Student Id. Student Id is mapped as single line of text field so default filter functionality can not be implemented for Student Course Lookup.

Student Course Lookup Before Filter

Student Course Lookup After Filter 

Xrm Code

Entity Home - Bind Javascript function on Custom Button

This technique work to bind java script function in entity home page.

https://rajeevpentyala.wordpress.com/2012/05/23/loading-dependent-jscript-libraries-in-ribbon-buttons-execution-crm-2011/

The solution is simple. We can add all the required libraries to <Actions> node like below

 <JavaScriptFunction Library=”$webresource:common” FunctionName=”isNaN” />

Note – Since <JavaScriptFunction> requires a function name, pass “isNaN”.

Now my <Actions> node look like below

<Actions>

<JavaScriptFunction Library=”$webresource:account_ribbon” FunctionName=”sayHello”>

</JavaScriptFunction>

<JavaScriptFunction Library=”$webresource:common” FunctionName=”isNaN”>

</JavaScriptFunction>

</Actions>

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Load Multiple JavaScript Libraries

Loading dependent jscript libraries in ribbon button’s execution CRM 2011

https://rajeevpentyala.wordpress.com/2012/05/23/loading-dependent-jscript-libraries-in-ribbon-buttons-execution-crm-2011/

<Actions>

<JavaScriptFunction Library=”$webresource:account_ribbon” FunctionName=”sayHello”>

</JavaScriptFunction>

<JavaScriptFunction Library=”$webresource:common” FunctionName=”isNaN”>

</JavaScriptFunction>

</Actions>

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Microsoft Dynamics CRM 2013 – Calling Custom Actions Using JavaScript

http://www.plusconsulting.com/Blogs/Lists/Posts/Post.aspx?ID=56

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Improving CRM JavaScript Code with an Xrm.Page Common Library

http://thinketg.com/improving-crm-javascript-code-with-an-xrm-page-common-library/

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JavaScript references in Microsoft Dynamics CRM 2013

https://msdynamicscrmblog.wordpress.com/2013/12/14/javascript-references-in-microsoft-dynamics-crm-2013/



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Microsoft CRM syntax for common jscript requirements

JavaScript Reference for Microsoft Dynamics CRM 2011

2013

http://garethtuckercrm.com/2011/03/16/jscript-reference-for-microsoft-dynamics-crm-2011/

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IFrame Set Src

IFrame src can be set on Form Load event, but this technique not work all time as On Load can be complete before loading IFrame. In this case, IFrame Url set to its default value.
The work around is to set IFrame Src in IFrame Event Handler on 'readystatechange' event.

So, add webresource library on form and register the function on IFrame event handler to set the Src.

In below code, I have register IFrame function on IFrame event handler. Now my IFrame Url set successfully.

Disable Pending Email Warning Message

CRM show pending email warnings when there are pending emails. For some reason you have created an email message, tried to send it but it never got sent and is stuck in pending. To get rid of these annoying warnings, I have found two methods mentioned below.

Method 1) Using Advance Find
Do an advanced find and search for email messages where you are the owner and the status is Pending Send.

CRM 2013 Quick Create Form Mapping Bug

There is bug in Contact Quick Create Form on lead form. Once contact form is opened without first selecting the Existing Account, it no more map Parent Account on contact form.

This issue is reported in several blogs including Microsoft official community.

https://community.dynamics.com/crm/f/117/t/143653



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Allow Posts in Social Pane CRM 2013

If Posts tab is not showing in Social Pane, then go to Settings-> Post Configurations tab, as shown in snap shot.

select relevant entity. Now activate/publish entity.This will activate the Posts tab in Social Pane on Entity Form.

If Post Configuration tab is not showing in setings area, then you have to edit the sitemap of CRM. This usually happen due to up-gradation from CRM 2011 to CRM 2013.


Ali Wadood
 Dynamics CRM Consultant Maison Consulting & Solutions

Hide Business Process Flow Based on Condition

Requirement: Business Process require to hide Business Process Flow on Opportunity Form if Opportunity Type is Consumer. In below Xrm code I have apply this business process requirement.



Opportunity is not Consumer:

Opportunity is Consumer:

Xrm Code

-- Code on Form Load

Hiding BPF if Opportunity Type is Consumer Opportunity i.e equal to 4

An Idea!

Consultancy

Presales
Sales 

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Implement Business Logic on Lead Disqualify

Whenever you disqualify the lead it save the Lead form, so you can have  JS registered on save event to check if user initiated action to disqualify lead

In this case you need to check for savemode() equal to 15 on save event of lead

In the save event you can use the execution context object getEventArgs method to retrieve an object that contains methods you can use to manage the save event.

execObj.getEventArgs().getSaveMode()

Entity
Event Mode
Value

All

Save

1


All

Save and Close

2


All

Save and New

59


All

AutoSave

70


Activities

Save as Completed

58


All

Deactivate

5


All

Reactivate

6


User or Team owned entities

Assign

47


Email (E-mail)

Send

7


Lead

Qualify

16


Lead

Disqualify

15

Prevent Delete on Desired Condition - CRM 2013 Plugin

Scenario: XYZ Pvt Ltd, wants to implement business logic of Delete prevention if value of Is Delete Field is No on Opportunity Entity. CRM 2013 will prevent deltetion of record if value of Is Delete Field is set to No and vice versa. 

Work Around: We have added a custom field on Opportunity Entity with Display name 'Is Delete' & Schema Name 'IsDelete'.

Solution: Below is the CRM 2013  Prevent Delete Plugin code.


using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Crm.Sdk.Messages;


namespace PreventAccountDelete
{
    public class Class1:IPlugin
    {

XRM - Move to Next Stage in Business Process Flow

Here is the XRM code to move to next stage in Business Process Flow on desired condition. Add this code on ribbon button. If you want to add this code on Form save, then implement your logic of 'OnSave' accordingly.
Below code is using Opportunity entity. Other desired entities can be passed in successCallback function. 

function MoveNextStage(stageToMove) {

Add Dynamic Ribbon Menu Buttons

1) Create Ribbon Menu Buttons using (Ribbon Workbench)

2) Add Enable Rules in Ribbon Workbench

• For each Rule Add a Custom Rule and Select Custom Javascript Rule
• Now mention your function name and web-resource.

3) Connect Rules with Commands
4) Add the functions in Web-Resource as mentioned in Specified Rules in Step 2.
5) For Enable Button Return True and to Disable the Button, Return False.

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