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

.NET Web Configuration - Access Service by both AJAX & SOAP.

Web Configuration

<?xml version="1.0" encoding="UTF-8"?>
<configuration>
  <connectionStrings>
    <add name="" />
  </connectionStrings>
  <appSettings>
    <add key="aspnet:UseTaskFriendlySynchronizationContext" value="true" />
  </appSettings>
  <system.web>
    <compilation debug="true" targetFramework="4.5" />
    <httpRuntime targetFramework="4.5" />
  </system.web>

Unable to get property 'ClientVariables' of undefined or null reference - MS Dynamics CRM

CRM contact form loaded completely empty without error message, CRM UI server Event viewer is not giving any error. I checked FF & Chrome nothing produce any error details. Then i tried IE, IE throws 'Unable to get property 'ClientVariables' of undefined or null reference'

Finally i figure it our, If the CRM Role doesn't have read rights on the campaign entity, you will get this error. campaign empty is connected with contact entity. I never used campaign entity in my projects, CRM is internally tied with campaign entity.

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;
}
},
};