Tech World: Dynamics CRM

Showing posts with label Dynamics CRM. Show all posts

Wednesday, July 12, 2017

Enable and Disable controls inside a tab

Enable / Disable a Section

function sectiondisable(sectionname, disablestatus) {
    var ctrlName = Xrm.Page.ui.controls.get();
    for (var i in ctrlName) {
        var ctrl = ctrlName[i];
        if (ctrl.getParent() == null)
            continue;
        var ctrlSection = ctrl.getParent().getName();
        if (ctrlSection == sectionname) {
            ctrl.setDisabled(disablestatus);
        }
    }
}

Enable / Disable a Tab

function tabdisable(tabname, disablestatus) {
    var tab = Xrm.Page.ui.tabs.get(tabname);
    if (tab == null)
        return;
    else {
        var tabsections = tab.sections.get();
        for (var i in tabsections) {
            var secname = tabsections[i].getName();
            sectiondisable(secname, disablestatus);
        }
    }
}

Friday, June 23, 2017

Click phone number in CRM automatically call go in Skype or Skype for Business

Click phone number in CRM automatically call go in Skype or Skype for Business
Whenever click the skype icon or phone number, we want to call automatically through skype for business or skype.

There are two ways we could achieve it
1)Default CRM method call
2)Using javascript

1) Default CRM method call

Code:

Mscrm.Shortcuts.openPhoneWindow('789-852-987','+1','true');

Output:

Behind the code "Mscrm.Shortcuts.openPhoneWindow" in CRM

openPhoneWindow = function (phoneNumber, countryCode, useSkypeProtocol) {
    var $v_0 = "tel";
    $v_1 = (new parent.Mscrm.PhoneUriBuilder).buildUri(phoneNumber, countryCode, $v_0),
    $v_2 = parent.Mscrm.CrmUri.createForOrganization($v_1, null);
    $v_2.checkParamsNoEqual = true;
    safeWindowOpen($v_2, "", "")
};
function safeWindowOpen(url, name, features, replace, disablePopupWarning) {
    var $v_0 = null;
    //if (!IsNull(url))
    $v_0 = url.toString();
    //  else $v_0 = "";
    //if (IsNull(features))
    features = "";
    parent.Mscrm.PerformanceTracing.write("Navigate", $v_0);
    var $v_1 = null;
    try {
        if (parent.Mscrm.CrmWindow.$3C && parent.Mscrm.Utilities.isChrome()) features = $7x(features, "status=1");
        parent.Mscrm.CrmWindow.$3C = true;
        var $v_2 = new Date;
        if (window.name === name)
            //The below line of code only open skype window.....
            $v_1 = parent.masterWindow().open($v_0, name, features, replace);
        else
            $v_1 = window.open($v_0, name, features, replace);
        attachErrorHandler($v_1);
        try {
            $v_1.focus()
        } catch (e) { }
        var $v_3 = new Date;
        $9p($v_1, $v_2.getTime(), $v_3.getTime());
        $v_1._masterWindow = masterWindow()
    } catch ($$e_9) { }
    //IsNull($v_1) && !disablePopupWarning && handlePopupBlockerError($v_0);
    return $v_1
}

function Test() {
    openPhoneWindow("768-555-0156", "+91", "false")
}

2) Using Javascript:

Code:

<!DOCTYPE html>
<html xmlns="http://www.w3.org/1999/xhtml">
<head>
<title></title>
</head>
<script type="text/javascript" src="http://www.skypeassets.com/i/scom/js/skype-uri.js"></script>
<body>
<a href="tel:23456789">Call</a>
</body>
</html>

Output:

Monday, January 2, 2017

Increase Dynamics CRM Logout timout

Open the windows powershell in the adminsitrator mode.Type the below command

Get-ADFSRelyingPartyTrust -Name "relying_party"

Where you replace the “relying_party” with the name you identified in

In our case the command will be:

Get-ADFSRelyingPartyTrust -Name “CRM IFD Relying Party“

The command to set the time you want to set for Auto Logout.

Set-ADFSRelyingPartyTrust -Targetname “CRM IFD Relying Party“ -TokenLifetime 720

Note: The 720 is time in minutes. 12 Hours in this case. You can change the value up and down as liked

Thanks to https://www.interactivewebs.com/blog/index.php/server-tips/crm-2015-extend-auto-logout-time-in-ifd/

Thursday, December 15, 2016

Convert OptionSet to MultiSelect checkboxes in CRM

Create two fields to store optionset value and text
Create html webresource with below source code.

<html>
<head>
<title></title>
<script src="https://ajax.googleapis.com/ajax/libs/jquery/2.2.4/jquery.min.js"></script>
<script type="text/javascript">

$(document).ready(function () {
ConvertDropDownToCheckBox();
});

//Coverts option list to checkbox
function ConvertDropDownToCheckBox() {

var _optionSet = parent.Xrm.Page.getAttribute("new_optionSet").getOptions();
var _optionSetValue = parent.Xrm.Page.getAttribute("address1_line1").getValue();

$(_optionSet).each(function (i, e) {

var _text = $(this)[0].text;
var _value = $(this)[0].value;
var _isChecked = false;
if (_text !== '') {
if (_optionSetValue !== null && _optionSetValue.indexOf(_value) !== -1)
_isChecked = true;

var _checkbox = "<input type='checkbox' name='" + _value + "'/>";
$(_checkbox)
.attr("value", _value)
.attr("checked", _isChecked)
.attr("id", "id" + _value)
.click(function () {

//To Set Picklist Select Values
var selectedOption = parent.Xrm.Page.getAttribute("address1_line1").getValue();
if (this.checked) {
if (selectedOption === null)
selectedOption = _value;
else {
var temp = selectedOption.indexOf(",") !== -1 ? selectedOption.split(',') : selectedOption.split(' ');
temp.push(_value);
selectedOption = temp.join();
}
}
else {
if (selectedOption.indexOf(_value) !== -1) {
var temp = selectedOption.indexOf(",") !== -1 ? selectedOption.split(',') : selectedOption.split(' ');
temp = removeArrayElement(temp, _value);
selectedOption = temp.join();
}
else
selectedOption = selectedOption.replace(_value, "");
}
parent.Xrm.Page.getAttribute("address1_line1").setValue(selectedOption.toString());

//To Set Picklist Select Text
var _selectedText = parent.Xrm.Page.getAttribute("address1_line2").getValue();
if (this.checked) {
if (_selectedText === null)
_selectedText = _text;
else {
var temp = _selectedText.indexOf(',') !== -1 ? _selectedText.split(',') : _selectedText.split(' ');
temp.push(_text);
_selectedText = temp.join();
}
}
else {
if (_selectedText.indexOf(_text) != -1) {
var temp = _selectedText.indexOf(',') !== -1 ? _selectedText.split(',') : _selectedText.split(' ');
temp = removeArrayElement(temp, _text);
_selectedText = temp.join();
}
else
_selectedText = _selectedText.replace(_text, "");
}
parent.Xrm.Page.getAttribute("address1_line2").setValue(_selectedText);

}).appendTo(checkBoxContainer);
}

//add label to the checkbox
$("<label for='" + _value + "'>" + _text + "</label>").appendTo(checkBoxContainer);
});
}

function removeArrayElement(arr) {
var what, a = arguments, L = a.length, ax;
while (L > 1 && arr.length) {
what = a[--L];
while ((ax = arr.indexOf(what.toString())) != -1) {
arr.splice(ax, 1);
}
}
return arr;
}

</script>
</head>
<body>

<div id="checkBoxContainer">
</div>

</body>
</html>

Please refer
https://community.dynamics.com/crm/f/117/t/211615

Lookup Control value set in CRM using Javascript

Lookup Control value set in CRM using Javascript

var objPaymentModeValue = [{
id: result[0].new_PaymentModeId.Id,
name: result[0].new_PaymentModeId.Name,
entityType: 'new_paymentmode'
}];

Xrm.Page.getAttribute("new_paymentmodeid").setValue(objPaymentModeValue);

CRM Form Load Performance

CRM Form Load Performance
Open the CRM on-premises and online in internet explorer.Click ctrl+shift+e

Append vs Append To

Append and Append To basically deal with the entities that are parties to a 1:N relationship or N:1 relationship.

Append: When an entity has the lookup of another entity on its form. It is important that the user have the “Append” privilege on this entity so that it can set the values for the lookups on this entity. For eg: Contact has the lookup of Account on its form so here the user needs to have the “Append” privilege to be able to set the parent account.

Append To: When an entity is available as a lookup on another entity form. It is important that the user have the “Append to” privilege on the entity that is referred to in the lookup so that it can set the values for the lookups of this entity on any other form. For eg: Account has the lookup of primary contact. So here the user needs to have the “Append To” privilege to be able to set the Primary Contact for the Account.

Wednesday, October 12, 2016

Different values with Date() in Chrome and IE

Different values with Date() in Chrome and IE

IE

Chrome

It is a bug in the ECMAScript 5.1 spec https://bugs.ecmascript.org/show_bug.cgi?id=112. From the comments on the bug, it appears that Chrome 35 implements what the spec says (literally), while IE 10 implements what the spec actually intended to say.

The bug relates to the same sentence in the spec mentioned in the question:

ECMA-262 edition 5.1 (p. 179): The value of an of absent time zone offset is "Z".

The draft version ECMAScript 6 (http://people.mozilla.org/~jorendorff/es6-draft.html) changes this sentence to:

If the time zone offset is absent, the date-time is interpreted as a local time.

Monday, September 12, 2016

Activity point type code in dynamics CRM

Value	Label
4201	Appointment
4202	Email
4204	Fax
4206	Case Resolution
4207	Letter
4208	Opportunity Close
4209	Order Close
4210	Phone Call
4211	Quote Close
4212	Task
4214	Service Activity
4251	Recurring Appointment
4401	Campaign Response
4402	Campaign Activity
4406	Bulk Operation

Thursday, August 25, 2016

Security rights for Download template in Dynamics CRM

Friday, August 19, 2016

How Date time with time zone works in CRM

How Date time with time zone works in CRM

DateTime is saved in database as UTC time
DateTime queried directly from SQL table or base view returns UTC

DateTime in CRM UI is always shown based on user’s local time zone.

DateTime queried from filtered view returns users local time

Thursday, August 18, 2016

Change default base currency in CRM 2011

Open Microsoft SQL Server Management Studio and connect to the SQL server hosting your CRM database.
Find database with name [YourCompanyName]_MSCRM
Backup that database!
Open table [dbo].[TransactionCurrencyBase]
The existing base currency is the first row. Ensure the target currency is there.
Open table [dbo].[OrganizationBase] for edit. Find your organization there, most likely there will be just one row.
Change CurrencySymbol, BaseISOCurrencyCode, BaseCurrencySymbol and BaseCurrencyId. The last field’s value you should take from TransactionCurrencyBase table, from the TransactionCurrencyId field.

That’s it. One thing you should bear in mind – if the conversion rate to base currency was used somewhere, the numbers may become incorrect. Like, if the sum was meant in base currency, but the base currency changed without recalculation.

Tuesday, August 2, 2016

OData value get or set in CRM CRUD operation

OData Update:

var objEntity =new Object();
Lookup:

 objEntity.RegardingObjectId =
    {
        Id: entityId,
        LogicalName: "incident",
        Name: subject
    };

Currency:

var objTotalValue = parseFloat(TotalValue);
 objEntity.QuoteTotalAmount =
    {
        Value: objTotalValue.toString()
    };

OptionSet:

var objTotalValue = 3;//OptionSet value not name
 objEntity.CustomerTypeCode=
    {
        Value: objTotalValue
    };

DateTime:

var dtDateTime= Xrm.Page.getAttribute('kti_datecheck').getValue();
//kti_datecheckvalue is a datetime control

 objEntity.kti_DateCheck=dtDateTime;

TwoOptions:

//kti_bIsAccountAddress is a twoOption date type control 
objEntity.kti_bIsAccountAddress=true;//value=false or true

OData Read:

Lookup:

var dGuid=Xrm.Page.data.entity.getId();
//Filter customer record in the contact 
var strFilter=$filter=ParentCustomerId/Id eq guid'"+dGuid+"'";

Currency:

//Credit limit is currency data type control 
var strFilter=$filter=CreditLimit/Value eq 1000;

DateTime:

var dtDateTime= Xrm.Page.getAttribute('kti_datecheck').getValue();
//kti_datecheckvalue is a datetime control

var strFilter=$filter=kti_DateCheck eq datetime'"+dtDateTime.toJSON()+"'";

//because ODate value filter supports universal format 2016-08-02T19:05:37Z

Option Set:

//Family status code is optionset data type control(value mention in the field) 
var strFilter=$filter=FamilyStatusCode/Value eq 3;

Two Option:

//Credit hold is two option data type control(value either true or false) 
var strFilter=$filter=CreditOnHold eq true;

Filter Guid:

//Credit hold is two option data type control(value either true or false) 
var strFilter=$filter=accountId  eq guid'37cd7ab5-a9ee-e611-80e8-3863bb34de80';

Filter Multiple Guid:

//Credit hold is two option data type control(value either true or false) 
var strFilter=$filter=accountId eq guid'37cd7ab5-a9ee-e611-80e8-3863bb34de80' or accountId eq guid'19b02e31-b4ef-e611-80e8-3863bb34de80' ;

Friday, July 22, 2016

Product Bundle in Dynamics CRM

Product Bundle in Dynamics CRM

Product Bundles allow organizations to bundle products and assign specific pricing for that bundle. Once the bundle is added to an opportunity, quote, or order, the sales person can simply adjust the quantities of the products within the bundle, and the pricing will be calculated accordingly.

We are going to create two product and add two product in a bundle. We are going to create two bundle and will explain how bundle will work differently

Product name:

Dell Laptop
Dell Mouse

Bundle name:

Dell Offer Laptop(Option bundle product)
Dell Offer Laptop(Required bundle product)

Explanation:

Create a product as "Dell Laptop" and "Dell Mouse" with price list item. I hope folks, you knows how to create a product.

Create a bundle as "Dell Offer Laptop(Required)". Click Add bundle in the ribbon.

In the bundle there is a section "Bundle-Product". We are going to bundle two product "Dell Laptop" and "Dell Mouse".

In the Bundle product there is a field called "Required" based on this field total amount calculation is calculated in quote.

Add price list item to the bundle

Create a another bundle and add two product in the bundle product but in the bundle product required field is set to "required" and add price list item.

Now let us see how bundle will work differently for that i am going to create two quote. In the first quote I am going to add first bundle that set bundle product required field set as option and in the second quote going to add second bundle.

In the bundle that set bundle product required field set as option you see "price per unit" is filled with corresponding price and total amount is calculated by

Total Amount in quote =Product bundle price + product price

Product bundle price defined in the price list item as 1000

Dell Laptop Product price defined in the price list item as 1000

Dell Mouse Product price defined in the price list item as 500

Total Amount in quote =1000 +1000+500=2500

In second quote bundle that set bundle product required field set as required you see "price per unit" is filled as "0" and total amount is calculated by

Total Amount in quote =Product bundle price

Product bundle price defined in the price list item as 1000

Total Amount in quote =1000

Please refer https://community.dynamics.com/crm/f/117/t/149558

Product Bundle in Dynamics CRM

Dell Laptop
Dell Mouse

Bundle name:

Dell Offer Laptop(Option bundle product)
Dell Offer Laptop(Required bundle product)

Explanation:

Create a product as "Dell Laptop" and "Dell Mouse" with price list item. I hope folks, you knows how to create a product.

Create a bundle as "Dell Offer Laptop(Required)". Click Add bundle in the ribbon.

In the bundle there is a section "Bundle-Product". We are going to bundle two product "Dell Laptop" and "Dell Mouse".

In the Bundle product there is a field called "Required" based on this field total amount calculation is calculated in quote.

Add price list item to the bundle

Create a another bundle and add two product in the bundle product but in the bundle product required field is set to "required" and add price list item.

Now let us see how bundle will work differently for that i am going to create two quote. In the first quote I am going to add first bundle that set bundle product required field set as option and in the second quote going to add second bundle.

In the bundle that set bundle product required field set as option you see "price per unit" is filled with corresponding price and total amount is calculated by

Total Amount in quote =Product bundle price + product price

Product bundle price defined in the price list item as 1000

Dell Laptop Product price defined in the price list item as 1000

Dell Mouse Product price defined in the price list item as 500

Total Amount in quote =1000 +1000+500=2500

In second quote bundle that set bundle product required field set as required you see "price per unit" is filled as "0" and total amount is calculated by

Total Amount in quote =Product bundle price

Product bundle price defined in the price list item as 1000

Total Amount in quote =1000

Please refer https://community.dynamics.com/crm/f/117/t/149558

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