MS Dynamics CRM - Display Unique/Auto Number on the form before save.

My client requirement is display the unique reg number for new contact before the save record.
My Previous blog <a href="http://makdns.blogspot.com/2016/03/ms-dynamics-crm-generate-uniqueauto.html">MS Dynamics CRM - Generate Unique/Auto Number</a> will show the reg number on form after save the new contact. if the user clicks save and close, they can't see the number.

So i come up with the web service concept to generate unique number for new contact and display on the contact screen.
Also i am using SQL Server sys.sequences for generating new number.

Web Service Code

MS Dynamics CRM - Generate Unique/Auto Number

MS Dynamics CRM doesn't contain auto increment number attribute. My client was assigned each unique registration number for contact entity.
There is lot options available in the market, but i used very easy code to achieve this task. I used pre create plugin operation to create new registration unique/auto number. Number will be create on while saving the record.

i created one custom entity (dns_global), it will keep last reg number.

Dynamics CRM - Update Contact Fullname

My client want the fullname with the suffix and custom order like LastName, FirstName Middle Name Suffix. Dynamics CRM System Settings doesn't have the option to set the custom order fullname. Contact entity fullname is readonly attribute, it won't allow to update the fullname directly.

You can update through only pre create or update operation plugin.

MS Dynamics CRM - Login user's security role using javascript

I have one situation, login user has multiple security roles, if the login user has permission for particular role, show some buttons/fields otherwise the hide buttons/fields.

It is not stright forward to find out the security role, So i wrote one javascript to find out the security role.

Here i am checking the user has "Content Manager" security role or not.

var CMRole = CheckUserRole("Content Manager");
if (CMRole) {
    //true to show buttons
} else {
    //false to hide buttons
}

This function will get all the user's security role Id, passing security role id to get the security role name. If it match, it is true otherwise false.

function CheckUserRole(roleName) {
    var currentUserRoles = Xrm.Page.context.getUserRoles();
    for (var i = 0; i < currentUserRoles.length; i++) {
        var userRoleId = currentUserRoles[i];
         var userRoleName = GetRoleName(userRoleId);
         if (userRoleName == roleName) {
            return true;
         }
    }
    return false;
}

This function calling odata web service and get the each security role name.

 function GetRoleName(userRoleId) {
     var selectQuery = "RoleSet?$top=1&$filter=RoleId eq guid'" + userRoleId + "'&$select=Name";
     var odataSelect = GetServerUrl() + selectQuery;
     //alert(odataSelect);
     var roleName = null;
     $.ajax({
         type: "GET",
         async: false,
         contentType: "application/json; charset=utf-8",
         datatype: "json",
         url: odataSelect,
         beforeSend: function (XMLHttpRequest) { XMLHttpRequest.setRequestHeader("Accept", "application/json"); },
         success: function (data, textStatus, XmlHttpRequest) {
             var result = data.d;
             if (!!result) {
                 roleName = result.results[0].Name;
             }
         },
         error: function (XmlHttpRequest, textStatus, errorThrown) {
             //alert('OData Select Failed: ' + odataSelect);
         }
     });
     return roleName;
 }

Dynamics CRM - Get selected id from the grid and refresh.

1)Creates a custom button, contains one command (dns.dns_copies.Command.UnCopy)
2)command calling UnCopy javascript (library->$webresource:dns_js/Contact.js) function.
3)command contains 3 parameters
    i)[Crm Parameter]=SelectedControl   (grid name)
   ii)[Crm Parameter]=SelectedControlSelectedItemCount  (number of selected rows)
  iii)[Crm Parameter]=SelectedControlSelectedItemIds (selected entity ids)

Dynamics CRM Report - Generate SSRS report using CRM DB and Extension Database

1) Create 2 data sources
a)DNSCRM_EXT (connect ext database, not using filtered table)

b)MSCRM_DataSource (connect CRM database, using filtered table)

Dynamics CRM 2016/2015/2013/2011 Tools

CRM Rest Builder
Ribbon Workbench
CRM Snoop
SiteMap Editor for Microsoft Dynamics CRM 2011
Diagnostics Tool for Microsoft Dynamics CRM 2011
CRM Manipulation Library

Dynamics CRM Action

CRM Action is a process that allows a user to create it and add custom Workflow, but Action is only be able to be called or triggered by client (Javascript) or server code (C#).

Actions can be defined for an entity or none (Global entity).

Custom Action can be used as Custom Message or Event Handle and can be registered by using Plugin Registration Tool.

Example, storing config parameters (like server url), custom error message, used for complex business code, single point of integration for third party systems.

Create an Action without no steps, message name is edm_TestActionName, entity is none, passing one input ContactID (reference) & one output ValidContact (boolean) parameters. Activate it

Generate an Early Bound Class to get your action in your class library, refer this blog http://makdns.blogspot.com/2012/11/crmsvcutilexe-crm-dynamics-2011-code.html (parameter /generateActions)

Create a Plugin Class, compile & deploy

Unsupported Dynamics CRM database delete operations

Before delete, run SQL Profiler, just delete a single delete operation in CRM and watch all queries involved. 

In this example i am deleting contact entity records, before delete all their related entity records

1.Delete related entities

for example contact related dns_mailings entity (object type code is 12345)
declare  @c table(c varchar(max))

insert into @c select  dns_mailingsid from dns_mailings where dns_name = 'Test 2015'
--select * from @c

delete from dns_mailingsExtensionBase where (dns_mailingsid in (select c from @c));
delete from dns_mailingsBase
OUTPUT DELETED.dns_mailingsid , 12345
into SubscriptionTrackingDeletedObject (ObjectId, ObjectTypeCode)
 where (dns_mailingsid in (select c from @c))

delete from [EmailSearchBase]
OUTPUT DELETED.[EmailSearchId], 4299
into SubscriptionTrackingDeletedObject (ObjectId, ObjectTypeCode)
 where ([ParentObjectId] in (select c from @c))

 update [ActivityPartyBase] set [IsPartyDeleted]=1 where ([PartyId] in (select c from @c)) and [PartyObjectTypeCode] =12345

Dynamic CRM Hide/Show ribbon button by OnChange lookup field

1)create a javascript (HideShow.js), 2 functions

var HideShowButton = {
//refresh the ribbon when lookup field on change.
OnChangeLookup: function () {
        Xrm.Page.ui.refreshRibbon();
  },

//Show and Hide when form load
EnableCustomRule: function () {
if (Xrm.Page.data.entity.attributes.get("contactid") != null) {
   var contactId = Xrm.Page.data.entity.attributes.get("contactid").getValue()[0].id;
   var req = new XMLHttpRequest();
   var url = Xrm.Page.context.getClientUrl() + "/XRMServices/2011/OrganizationData.svc/ContactSet(guid'" + contactId + "')?$select=photoonfile";
   req.open("GET", encodeURI(url), false);
   req.setRequestHeader("Accept", "application/json");
   req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
   req.send();
   var data = JSON.parse(req.responseText).d;
   if (data.photoonfile == null || data.photoonfile == false) {
return true;
   }
   return false;
}
},
};

Dynamic CRM 2011/2013 Audit Report in SSRS

My client want the particular contact entity attributes audit history in the horizontal way SSRS report.
CRM will create one line record in the audit entity for each action (new, update or delete records).
Refer "Dynamics CRM - Audit Entity" - http://makdns.blogspot.com/2014/06/dynamics-crm-audit-entity.html

1)Step created dynamics sql query

declare @contactid uniqueidentifier="00000000-0000-0000-0000-000000000000"> Declare @AuditTable table (id int identity(1,1), AuditId uniqueidentifier, ObjectTypeCode int, AttributeMask varchar(max) null,
        ChangeData varchar(max), CreatedOn datetime)
declare @AuditColumnResult table (id int identity(1,1), rid int null, AuditId uniqueidentifier, Increment int, ColumnKey int,
        ColumnName varchar(max), OldValue varchar(max), NewValue varchar(max), ObjectTypeCode int, createdon datetime)
declare @AuditHisoty table (AuditId uniqueidentifier, Increment int, ColumnKey int, ColumnName varchar(max), Value varchar(max))

Dynamics CRM - Audit Entity

AuditBase table or Audit entity are captured previous data of records.

CRM will create one line record in the audit entity for each action (new, update or delete records).

For example, First Name  Last Name
New Record -  FNC             LNC  => entity record
Old Record -  FN~LN             => audit stored, for example audit id 2, here first name new value is current entity record value  "FNC" and old value is current audit record "FN".
Old Record -  F~L             => audit stored, for example audit id 1, here first name new value is next audit record value  "FN" and old value is current audit record "F"

Convert Dynamics CRM Entity GUID in SSRS

When i create hyperlink i passed  GUID (Fields!contactid.Value) in the query string, the link is not working. I tried to convert GUID to string, still the link is not working.

Finally i used CType function to concatenation with the querystring, it works.

 = Parameters!CRM_URL.Value + "/tools/audit/audit_details.aspx?_CreateFromId=&_CreateFromType=2&id={" & CType(Fields!contactid.Value, GUID).ToString  & "}"

MS Dynamics CRM for Outlook Client - The server address (URL) is not a Microsoft Dynamics CRM Server

In Outlook Client, i clicked the Configure Microsoft Dynamics CRM for Outlook



i entered the server url, then press "Test Connection" button, i got the "Ther server address (URL) is not ac MS Dynamics CRM Server error. 

CRM 2011/2013 Development Toolkit

http://msdn.microsoft.com/en-us/library/hh372957%28v=crm.6%29.aspx

With the Developer Toolkit, you can do the following:

• Easily generate strongly typed proxy classes without having to run CrmSvcUtil.exe.
• Generate plug-in code so you can immediately begin to write code for business logic.
• Edit and register plug-ins without using the Plug-in registration tool.
• Create new web resources or extract existing web resources, add them to your solution, edit them, and deploy changes all within Visual Studio.
• Create and edit workflow and dialog processes from within Visual Studio.
• Get easy access to entity and option set definitions, security role and field security profile information in Visual Studio.

Download SDK http://www.microsoft.com/en-us/download/details.aspx?id=40321

CrmSvcUtil.exe - CRM Dynamics 2011/2013/2015 Code Generation Tool - Early Bound

CrmSvcUtil.exe command-line tool, called the Microsoft.Xrm.Client.CodeGeneration extension, which you can use to generate the data context and data transfer object classes for your Microsoft Dynamics CRM organization.

CrmSvcUtil.exe /codeCustomization:"Microsoft.Xrm.Client.CodeGeneration.CodeCustomization,Microsoft.Xrm.Client.CodeGeneration" /url:http://<Server_Name>/<Organization_Name>/XRMServices/2011/Organization.svc /username:uid /password:pwd /out:"CRMEntities.cs" /namespace:CRM.Entities /serviceContextName:CrmServiceContext

Generate Custom Action as Early Bound (parameter /generateActions)

CrmSvcUtil.exe /url:http://<Server_Name>/<Organization_Name>/XRMServices/2011/Organization.svc /username:uid /password:pwd /out:"c:\crmprojects\CRMEntities.cs" /namespace:DNS.CRM.Entities /serviceContextName:CrmServiceContext /generateActions

Reference - http://msdn.microsoft.com/en-us/library/ff681563.aspx