FormEntityContextRule Example

 CustomActions:

        <CustomActions>

          <CustomAction Id="Mscrm.SubGrid.new_test.AddExistingAssocCustom" Location="Mscrm.SubGrid.new_test.AddExistingStandard" Sequence="30" >

            <CommandUIDefinition>

              <Button Id="Mscrm.SubGrid.new_test.AddExistingStandard" Command="Mscrm.AddExistingRecordFromSubGridStandardCustom" Sequence="30" LabelText="CustomAddExistingStd" Alt="$Resources(EntityDisplayName):Ribbon.SubGrid.AddExisting" Image16by16="/_imgs/ribbon/AddExistingStandard_16.png" Image32by32="/_imgs/ribbon/AddExistingStandard_32.png" TemplateAlias="o1" ToolTipTitle="$Resources(EntityDisplayName):Mscrm_SubGrid_EntityLogicalName_MainTab_Management_AddExistingStandard_ToolTipTitle" ToolTipDescription="$Resources(EntityDisplayName):Mscrm_SubGrid_EntityLogicalName_MainTab_Management_AddExistingStandard_ToolTipDescription" />

            </CommandUIDefinition>

          </CustomAction>

          <CustomAction Id="Mscrm.SubGrid.new_test.AddNewStandardCustom" Location="Mscrm.SubGrid.new_test.AddNewStandard" Sequence="20" >

            <CommandUIDefinition>

              <Button Id="Mscrm.SubGrid.new_test.AddNewStandard" Command="Mscrm.AddNewRecordFromSubGridStandardCustom" Sequence="20" LabelText="CustomAddNewStd" Alt="$Resources(EntityDisplayName):Ribbon.SubGrid.AddNew" Image16by16="/_imgs/ribbon/NewRecord_16.png" Image32by32="/_imgs/ribbon/newrecord32.png" TemplateAlias="o1" ToolTipTitle="$Resources(EntityDisplayName):Mscrm_SubGrid_EntityLogicalName_MainTab_Management_AddNewStandard_ToolTipTitle" ToolTipDescription="$Resources(EntityDisplayName):Mscrm_SubGrid_EntityLogicalName_MainTab_Management_AddNewStandard_ToolTipDescription" />

            </CommandUIDefinition>

          </CustomAction>

        </CustomActions>

CommandDefinitions:

        <CommandDefinitions>

          <CommandDefinition Id="Mscrm.AddExistingRecordFromSubGridStandardCustom">

            <EnableRules>

              <EnableRule Id="Mscrm.AppendToPrimary" />

              <EnableRule Id="Mscrm.EntityFormIsEnabled" />

            </EnableRules>

            <DisplayRules>

              <DisplayRule Id="Mscrm.AddExisting" />

              <DisplayRule Id="Mscrm.ShowForOneToManyGrids" />

              <DisplayRule Id="Mscrm.AppendToPrimary" />

              <DisplayRule Id="Mscrm.AppendSelected" />

              <DisplayRule Id="Mscrm.CanWriteSelected" />

              <DisplayRule Id="Mscrm.CustomShow" />

            </DisplayRules>

            <Actions>

              <JavaScriptFunction FunctionName="Mscrm.GridRibbonActions.addExistingFromSubGridStandard" Library="/_static/_common/scripts/RibbonActions.js">

                <CrmParameter Value="SelectedEntityTypeCode" />

                <CrmParameter Value="SelectedControl" />

              </JavaScriptFunction>

            </Actions>

          </CommandDefinition>

          <CommandDefinition Id="Mscrm.AddNewRecordFromSubGridStandardCustom">

            <EnableRules>

              <EnableRule Id="Mscrm.AppendToPrimary" />

              <EnableRule Id="Mscrm.EntityFormIsEnabled" />

            </EnableRules>

            <DisplayRules>

              <DisplayRule Id="Mscrm.ShowForOneToManyGrids" />

              <DisplayRule Id="Mscrm.AppendToPrimary" />

              <DisplayRule Id="Mscrm.CreateSelectedEntityPermission" />

              <DisplayRule Id="Mscrm.AppendSelected" />

              <DisplayRule Id="Mscrm.HideAddNewForChildEntities" />

              <DisplayRule Id="Mscrm.CustomShow" />

            </DisplayRules>

            <Actions>

              <JavaScriptFunction FunctionName="Mscrm.GridRibbonActions.addNewFromSubGridStandard" Library="/_static/_common/scripts/RibbonActions.js">

                <CrmParameter Value="SelectedEntityTypeCode" />

                <CrmParameter Value="PrimaryEntityTypeCode" />

                <CrmParameter Value="FirstPrimaryItemId" />

                <CrmParameter Value="PrimaryControl" />

              </JavaScriptFunction>

            </Actions>

          </CommandDefinition>

        </CommandDefinitions>

RuleDefinition:

        <RuleDefinitions>

          <TabDisplayRules />

          <DisplayRules>

            <DisplayRule Id="Mscrm.CustomShow" >

              <FormEntityContextRule EntityName="account" InvertResult="true" />

            </DisplayRule>

          </DisplayRules>

          <EnableRules />

        </RuleDefinitions>

open link url inside a div/iframe

<html>
<head>
<script type="text/javascript">

function  showPage (which) {
    document.getElementById('xrmforms').innerHTML = '<' + 'iframe id="crmpage" src="' + which + '"width="100%" height="600px;" scrolling="auto"></iframe>';

}

</script>

</head>
<body>
<a href="http://www.google.com" onclick="showPage(this.href);return false;">Click here</a>


<div id="xforms">
</div>

</body>
</html>

Replace certain character JavaScript

To replace certain characters in javascript:

In this example, i'm replacing '&' with '&amp;' in the entire string.


function formatTexts(linkText) {
    var patt1 = /&/g;
    var patt1replStr = "&amp;";

    var matchPatt = linkText.match(patt1);

    var pattformat = /&amp;/g;
    var matchformatted = "";
    if (matchPatt != null && matchPatt.length > 0) {
        while (matchformatted.length < matchPatt.length) {
            linkText = linkText.replace(linkText.match(patt1)[0], patt1replStr);
            matchformatted = linkText.match(pattformat);
        }
    }
    return linkText;
}

HtmlEncoding in Javascript

Often when executing fetchxml in javascript or when creating tables throught javascript, you would face the error because the values are not htmlencoded.


function htmlEncode(value) {
    return $('<div/>').text(value).html();
}
function htmlDecode(value) {
    return $('<div/>').html(value).text();
}


This encodes the default characters that have to be encoded.
For more details:
http://support.microsoft.com/kb/316063

Hide CrmNavBar and CrmRibbon through javascript

//This toggles ribbon visibility, but doesnt move the form area up
window.top.document.getElementById("minimizeribbon").fireEvent("onclick");


// Hide the Ribbon toolbar and move the form Content area to the top of the window.
window.top.document.getElementById("crmTopBar").style.display = "none";
window.top.document.getElementById("crmContentPanel").style.top = "0px"; //

//default values for showing ribbon and moving content area below ribbon

window.top.document.getElementById("crmTopBar").style.display = "";
window.top.document.getElementById("crmContentPanel").style.top = "135px"; //



// Hide Left Hand Nav bar / pane
document.getElementById("crmNavBar").parentElement.style.display = "none";
document.getElementById("tdAreas").parentElement.parentElement.parentElement.parentElement.colSpan = 2;



// Hide the Breadcrumb and Record Set Toolbar
document.getElementById("recordSetToolBar").parentElement.style.display = "none";

// Hide the Form Footer Bar
document.getElementById("crmFormFooter").parentElement.style.display = "none";

Parse Json in Silverlight

            string jsonstring = "";//Must be a Json String
            byte[] inputarray = Encoding.UTF8.GetBytes(jsonstring);
            MemoryStream stream = new MemoryStream(inputarray);
            StreamReader reader = new StreamReader(stream);
           
            XmlDictionaryWriter xmlData = JsonReaderWriterFactory.CreateJsonWriter(reader.BaseStream);

Modifying System Ribbon button functionality CRM 2011

I found ribbons in 2011 the most painful part, till i learnt how to use it. It is actually cooler than in CRM4. To modify a system button functionality: All that we need to do here is copy the button ID as is from exportedribbonxml available from  sdk\samplecode\cs\client\ribbon\exportribbonxml\exportedribbonxml\myentityribbon.xml.

In this case, i'm gonna modify my email form's send button functionality. The button definition from emailribbon.xml looks like:

<Button Id="Mscrm.Form.email.Send" Command="MSCRM.Form.email.Send.CustomCommand" Sequence="1" Alt="$Resources:Ribbon.Form.email.MainTab.Actions.Send" LabelText="$Resources:Ribbon.Form.email.MainTab.Actions.Send" Image16by16="/_imgs/SFA/SendAsEmail_16.png" Image32by32="/_imgs/SFA/SendAsEmail_32.png" TemplateAlias="o1" ToolTipTitle="$Resources:Mscrm_Form_email_MainTab_Actions_Send_ToolTipTitle" ToolTipDescription="$Resources:Mscrm_Form_email_MainTab_Actions_Send_ToolTipDescription" />

Add that buttondefinition as we would do for adding any custom button. Just match the location attribute of the Customaction tag for the button with the button ID.

i.e.  Change your CustomAction's location attribute

<CustomAction Id="Mscrm.Form.email.Send.CustomAction" Location="Mscrm.Form.email.Send" Sequence="1"><CommandUIDefinition><Button Id="Mscrm.Form.email.Send" Command="MSCRM.Form.email.Send.CustomCommand" Sequence="1" Alt="$Resources:Ribbon.Form.email.MainTab.Actions.Send" LabelText="$Resources:Ribbon.Form.email.MainTab.Actions.Send" Image16by16="/_imgs/SFA/SendAsEmail_16.png" Image32by32="/_imgs/SFA/SendAsEmail_32.png" TemplateAlias="o1" ToolTipTitle="$Resources:Mscrm_Form_email_MainTab_Actions_Send_ToolTipTitle" ToolTipDescription="$Resources:Mscrm_Form_email_MainTab_Actions_Send_ToolTipDescription" /></CommandUIDefinition></CustomAction>

After this, i define a Commanddefinition MSCRM.Form.email.Send.CustomCommand inside my command definition tag.

<CommandDefinition Id="MSCRM.Form.email.Send.CustomCommand">            <EnableRules><EnableRule Id="Mscrm.UserHasRoleForSend"/>            </EnableRules><DisplayRules><DisplayRule Id="Mscrm.CanWritePrimary" />              <DisplayRule Id="Mscrm.Form.email.InDraftOrFailedState" /></DisplayRules><Actions><JavaScriptFunction FunctionName="send" Library="/_static/activities/email.js" /></Actions></CommandDefinition>

After this, i define my customrule "Mscrm.UserHasRoleForSend" inside a javascript.

<EnableRules><EnableRule Id="Mscrm.UserHasRoleForSend"><CustomRule FunctionName="UserHasRoleForSend" Library="$webresource:customscripts_CheckUserRoleForMarketingList.js" /></EnableRule></EnableRules>

customscripts_CheckUserRoleForMarketingList.js is a webresource jscript that i've already uploaded. I'm calling a function UserHasRoleForSend in customscripts_CheckUserRoleForMarketingList.js. The function returns a true or false value.

Since the display rules are inbuilt i'm not redefining them in my customizations.xml.
Note: If not required, we can remove the displayrules from the custom command. In my case, i just needed to add an additional condition for enabling the "send" button in email form. The same can be done for HomePageGrid buttons also.

Sample Odata Query CRM2011

function GetCity()
{
var serverUrl = "http://"+window.location.host+"/" + Xrm.Page.context.getOrgUniqueName();
  var id = Xrm.Page.getAttribute("new_courtid").getValue();
if(id!=null)
{
    var ODataPath = serverUrl + "/XRMServices/2011/OrganizationData.svc";

    var retrieveReq = new XMLHttpRequest();
//replace with your odata query
    var Odata = ODataPath + "/AccountSet?$select=new_city&$filter=accountId eq guid'" + id[0].id + "'";
    retrieveReq.open("GET", Odata, true);
    retrieveReq.setRequestHeader("Accept", "application/json");
    retrieveReq.setRequestHeader("Content-Type", "application/json; charset=utf-8");
    retrieveReq.onreadystatechange = function () { retrieveReqCallBack(this); };
    retrieveReq.send();
}
}

function retrieveReqCallBack(retrieveReq) {

    if (retrieveReq.readyState == 4 /* complete */) {
        if (retrieveReq.status == 200) {
            var retrieved = JSON.parse(retrieveReq.responseText).d;
//replace attribute name as in the query
            var city= retrieved.results[0]["new_city"];
            Xrm.Page.data.entity.attributes.get('new_city').setValue(city.Value);
        }
        else {
            errorHandler(retrieveReq);
            alert("Unable to Retrieve City");
        }
    }
}

Read Config File from a different location

ExeConfigurationFileMap cf =
                new ExeConfigurationFileMap() { ExeConfigFilename = "C:\\app.config" };


            Configuration configFile = ConfigurationManager.OpenMappedExeConfiguration(cf, ConfigurationUserLevel.None);


This by default provides KeyValuePair when you attempt to read the settings. To return KeyValuePair as NameValuePair, Use as below. 




            ExeConfigurationFileMap cf =
                new ExeConfigurationFileMap() { ExeConfigFilename = "C:\\app.config" };


            Configuration confFile = ConfigurationManager.OpenMappedExeConfiguration(cf, ConfigurationUserLevel.None);
                       NameValueCollection _collsettings = new NameValueCollection();
            foreach (string key in confFile.AppSettings.Settings.AllKeys)
            {
                 _collsettings.Add(confFile.AppSettings.Settings[key].Key, confFile.AppSettings.Settings[key].Value);
            }


If you are reading machine config file, make use of Suitable class instead of Execonfigurationfilemap.

Could not load file or assembly ‘Microsoft.Crm, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35′

 

Sharing from Nishant Rana's Blog..

Could not load file or assembly ‘Microsoft.Crm, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35′ or one of its dependencies. The system cannot find the file specified or Deploying custom web application inside ISV folder of CRM 2011

Posted: January 20, 2011 in CRM, CRM 2011, Microsoft Dynamics CRM
Tags: CRM, CRM 2011

20

To deploy our custom web application inside ISV folder of CRM 2011 we need to follow the below steps
Make following changes in the web.config
<configuration>
<configSections>
<remove name=“crm.authentication“ />
</configSections>
<system.web>
<httpModules>
<clear/>
</httpModules>
……………………
And after deploying the application within the ISV folder, place the following dlls within its bin folder

• AntiXssLibrary.dll
• Microsoft.Crm.dll
• Microsoft.Crm.Sdk.dll
• Microsoft.Crm.Platform.Sdk.dll

We can find these dll’s inside
../Microsoft Dynamics CRM/Server/Bin folder.
The above solution worked perfectly for Beta Versions of CRM 2011.
Recently we upgraded to RTM, and we had to deploy a WCF Service and custom web site inside isv.
For WCF service we had to make following changes to the web.config apart from the changes mentioned above
<serviceHostingEnvironment aspNetCompatibilityEnabled=”false”>
</serviceHostingEnvironment>
</system.serviceModel>
And in case of custom web site we had to add the following additional dll’s

• Microsoft.Crm.Sdk.Proxy.dll
• Microsoft.Xrm.Sdk.dll

Hope it helps!