Sharing My Experinces with CRM 2011
June 25, 2012 Leave a comment
Usually we get this error in different situations,
one can resolve this issue by performing any of the below listed solutions,
July 1, 2011 Leave a comment
Couple of time you might see a requirement like., ‘user should only see 10 records per view in the entire CRM
You can set this in the Personal options by setting the Records Per Page:
Though records per page can set minimum 25 and maximum 250.
if some one wants to restrict to 10 records per page??
here is the solution..
run the below SQL against the Organization you desired to do so.
update UserSettings set PagingLimit=10 where SystemUserId='<<GUID of the USER>>'
May 31, 2011 7 Comments
When you work with HTML web resources, There might be situations where you need data about the CRM.
“ClientGlobalContext.js.aspx” gives the Context information out side of the CRM FORM.
when we do reference to the above file, what comes next is How to refer the above file., it takes some time to figure out.,
Way1: <script src="ClientGlobalContext.js.aspx"></script> << refer like this when you use a web resource with out having folder conventions>>
Way2: <script src="../ClientGlobalContext.js.aspx"></script> << refer like this when you use web resource with a folder like structure
For example:Web resource name is referred as “test_/new_HTMLResource.htm”>>
Way 3: <script src="../../ClientGlobalContext.js.aspx"></script> << refer like this if the web resource looks like this “ test_/testing1/new_HTMLResource.htm”
I hope this would help and save lot of time of yours when you start working with Web resources
May 31, 2011 1 Comment
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN"><html><head><title>CRM 2011 HTML Web Resource </title><!-- including the 'ClientGlobalContext.js.asp'-- which gives the context information--><script src="ClientGlobalContext.js.aspx"></script><!-- including the minified version of jquery--><script type="text/javascript" src="new_jquery_1.4.1.min.js"></script><script language="javascript">function getAllData() {var serverUrl;var ODataPath;var userid;var userRole;var OrgName;var context = GetGlobalContext();serverUrl = context.getServerUrl();ODataPath = serverUrl + "/XRMServices/2011/OrganizationData.svc";userid = context.getUserId();userRole = context.getUserRoles();OrgName = context.getOrgUniqueName();Text1.Title = serverUrl;Text2.Title = userid;Text3.Title = userRole;Text4.Title = OrgName;Text1.value = serverUrl;Text2.value = userid;Text3.value = userRole;Text4.value = OrgName;}</script></head><body onload="getAllData();"><p>ServerURL: <input id="Text1" type="text" /></p><p>User ID <input id="Text2" type="text" /></p><p>User Role <input id="Text3" type="text" /></p><p>Oraganization <input id="Text4" type="text" /></p></body></html>In this post we will see
- how to add HTML web resource to CRM 2011 Form
- How to get the Context in the HTML web resource
- How to use the GetGlobalContext function,
Steps to Follow
- Create a new solution
- Add a new Entity called –’TestforHTMLWebresource’
- Add a Web Resource with the name’Jquery1.4.1’ minified version as shown in the screenshot
- Add another HTML page as a webresource but with the following Code.
- Save and Publish the HTML webresource,
- open the Entity form
- insert the above created HTML web resource
- Publish all the customizations and Export the Solution
- Reimport the solution
- Refresh the browser.
- You can observe the HTML Webresource showing the Following Values
- server Url
- userId
- User Role
- Organization.
- The solution appears as detailed in the below screenshot
- The complete solution file can be downloaded from here
May 30, 2011 1 Comment
What are Web Resources?
Web Resources are the Virtual files stored in Microsoft Dynamics CRM Database, and also they can be accessible using a unique URL address
Why do we use Web Resources?
Web Resources are used to extend the CRM web application which can be in the form of html, Jscript, Silverlight applications
Where can we use Web resources?
Web Resources can be used in
What are the major Limitations for Web Resources?
Web Resource Types?
|
File |
File extensions |
Type |
|
Web Page (HTML) |
.htm, .html |
1 |
|
Style Sheet (CSS) |
.css |
2 |
|
Script (JScript) |
.js |
3 |
|
Data (XML) |
.xml |
4 |
|
Image (PNG) |
.png |
5 |
|
Image (JPG) |
.jpg |
6 |
|
Image (GIF) |
.gif |
7 |
|
Silverlight (XAP) |
.xap |
8 |
|
StyleSheet (XSL) |
.xsl, .xslt |
9 |
|
Image (ICO) |
.ico |
10 |
How to refer web Resources?
May 27, 2011 Leave a comment
Usually when we add a custom tab to the HomePageGrid as discussed in the post , it will add the custom tab but when navigate to different entities , All the times, Custom Tab is selected, in order to avoid that we need add the below TabDisplayRule
<TabDisplayRules>
<TabDisplayRule TabCommand="Mscrm.Isv.Global">
<EntityRule Context ="HomePageGrid" AppliesTo ="SelectedEntity"/>
</TabDisplayRule>
</TabDisplayRules>
That’s it.,by this You can avoid the default selection of the custom Tab all the times.
May 19, 2011 20 Comments
After a small gap I am blogging again, as I have there there is a requirement for the ribbon controls to he shown depending on the security role.
So in this post I am going to show a custom button, in the Case homepage grid under the Actions group. and I will make this button to be enabled only when the user with the “System Admin”role has logged in and I don’t enable this button for the rest of the users. << and also this button has the functionality for the Resolve Case>>
Steps to follow
function UserHasRole(roleName) {
var serverUrl = Xrm.Page.context.getServerUrl();
var oDataEndpointUrl = serverUrl + "/XRMServices/2011/OrganizationData.svc/";
oDataEndpointUrl += "RoleSet?$top=1&$filter=Name eq '" + roleName + "'";
var service = GetRequestObject();
if (service != null) {
service.open("GET", oDataEndpointUrl, false);
service.setRequestHeader("X-Requested-Width", "XMLHttpRequest");
service.setRequestHeader("Accept", "application/json, text/javascript, */*");
service.send(null);
var requestResults = eval('(' + service.responseText + ')').d;
if (requestResults != null && requestResults.results.length == 1) {
var role = requestResults.results[0];
var id = role.RoleId;
var currentUserRoles = Xrm.Page.context.getUserRoles();
for (var i = 0; i < currentUserRoles.length; i++) {
var userRole = currentUserRoles[i];
if (GuidsAreEqual(userRole, id)) {
return true;
}
}
}
}
return false;
}
function GetRequestObject() {
if (window.XMLHttpRequest) {
return new window.XMLHttpRequest;
}
else {
try {
return new ActiveXObject("MSXML2.XMLHTTP.3.0");
}
catch (ex) {
return null;
}
}
}
function GuidsAreEqual(guid1, guid2) {
var isEqual = false;
if (guid1 == null || guid2 == null) {
isEqual = false;
}
else {
isEqual = guid1.replace(/[{}]/g, "").toLowerCase() == guid2.replace(/[{}]/g, "").toLowerCase();
}
return isEqual;
}
function callMain() {
if(UserHasRole("System Administrator"))
{
return true;
}
else
{
return false;
}
}
<CustomAction Id ="sample.HomepageGrid.incident.MainTab.Actions.CustomAction"
Location ="Mscrm.HomepageGrid.incident.MainTab.Actions.Controls._children"
Sequence ="10">
<CommandUIDefinition>
<Button Id="sample.HomepageGrid.incident.MainTab.Actions.Button"
Command="sample.HomepageGrid.incident.MainTab.Actions.Command"
LabelText="$LocLabels:sample.HomepageGrid.incident.MainTab.Actions.LabelText"
ToolTipTitle="$LocLabels:sample.HomepageGrid.incident.MainTab.Actions.LabelText"
ToolTipDescription="$LocLabels:sample.HomepageGrid.incident.MainTab.Actions.ToolTip"
TemplateAlias="o1"
Image16by16="/_imgs/ribbon/AddEmail_16.png"
Image32by32="/_imgs/ribbon/Email_32.png" />
</CommandUIDefinition>
</CustomAction>
<CommandDefinition Id="sample.HomepageGrid.incident.MainTab.Actions.Command">
<EnableRules>
<EnableRule Id="Mscrm.CustomcheckRole" />
<EnableRule Id="Mscrm.SelectionCountExactlyOne" />
<EnableRule Id="Mscrm.VisualizationPaneNotMaximized" />
</EnableRules>
<DisplayRules>
<DisplayRule Id="Mscrm.CanChangeIncidentForm" />
</DisplayRules>
<Actions>
<JavaScriptFunction FunctionName="Mscrm.IncidentActions.resolveCase" Library="/_static/_common/scripts/ribbonactions.js">
<CrmParameter Value="FirstSelectedItemId" />
<CrmParameter Value="SelectedControl" />
</JavaScriptFunction>
</Actions>
</CommandDefinition>
<DisplayRules>
<DisplayRule Id="Mscrm.CanChangeIncidentForm">
<EntityPrivilegeRule EntityName="incident" PrivilegeType="Write" PrivilegeDepth="Basic" />
<EntityPrivilegeRule EntityName="incident" PrivilegeType="AppendTo" PrivilegeDepth="Basic" />
<EntityPrivilegeRule EntityName="activitypointer" PrivilegeType="Create" PrivilegeDepth="Basic" />
<EntityPrivilegeRule EntityName="activitypointer" PrivilegeType="Append" PrivilegeDepth="Basic" />
</DisplayRule>
</DisplayRules>
<EnableRules>
<EnableRule Id="Mscrm.SelectionCountExactlyOne">
<SelectionCountRule Minimum="1" Maximum="1" AppliesTo="SelectedEntity" />
</EnableRule>
<EnableRule Id="Mscrm.VisualizationPaneNotMaximized">
<CustomRule FunctionName="Mscrm.RibbonActions.disableButtonsWhenChartMaximized"
Library="/_static/_common/scripts/RibbonActions.js">
<CrmParameter Value="SelectedControl" />
</CustomRule>
</EnableRule>
<EnableRule Id="Mscrm.CustomcheckRole">
<CustomRule FunctionName="callMain"
Library="$webresource:new_CommonLibrary">
</CustomRule>
</EnableRule>
</EnableRules>
<LocLabels>
<LocLabel Id="sample.HomepageGrid.incident.MainTab.Actions.LabelText">
<Titles>
<Title languagecode="1033"
description="Custom Button1" />
</Titles>
</LocLabel>
<LocLabel Id="sample.HomepageGrid.incident.MainTab.Actions.ToolTip">
<Titles>
<Title languagecode="1033"
description="Custom Button1" />
</Titles>
</LocLabel>
</LocLabels>
May 6, 2011 Leave a comment
Just thought of Working on CRM 2011 JavaScript and found a good post which might be a starting point to see how to Script in CRM 2011. It’s a Good article to spend some time.
Siva's Dynamics CRM 2011 Blog 