Jonas Deibe - Dynamics CRM, C#, JS : Javascript

CRM developer toolkit v1

Jonas Deibe — Fri, 10 Apr 2009 00:47:00 GMT

A new toolkit to make customizations to CRM 4.0 has been released. Download bits from http://code.msdn.microsoft.com/E2DevTkt

View All CRM Entities - Displays a listing of CRM entities that are dynamically available from the CRM Explorer within Visual Studio 2008
Create and Update CRM Entities - Allows for creating new entities and updating existing entities from within the CRM Explorer experience
Create a Wrapper Class - Provides the ability to auto-generate wrapper classes for entities, which exposes the CRM entities and their corresponding attributes as classes and properties respectively to enable development of code to interact with the entities
Generate Plug-in Code - Enumerates the available Plug-ins for an entity and generates the code necessary to jumpstart the plug-in development process
Integrate the Build and Deploy Process - Simplifies the process of building and deploying a CRM solution
Deploy Across Multiple Servers - Assists in deployment and maintenance of Windows installer packages across multiple environments

The E2 team would also like to encourage Toolkit users to submit comments, suggestions, or other general thoughts about extending Toolkit functionality to better support the efforts of developers in planning, developing, customizing, and maintaining on-premise deployments of Microsoft Dynamics CRM. To initiate or participate in Toolkit discussions, In Code Gallery, please see visit the Toolkit Discussions tab at http://code.msdn.microsoft.com/E2DevTkt/Thread/List.aspx

My current suggestion list looks something like this

Suggestions for more features
Automatics SDK generation (.chm or other formats)
Plug-in registration (automatic)
Entity relations ship generation (similar as the SDK app to generate Visio ERD schema)
CRM settings from visual studio add-in (link or properties)
All possible deployments (CRM online, partner hosted)
Storage of Javascript customizations and automatic process to remove blank CHARS ect in file to minimize size (minimizer)
Storage for database tunings (custom index ect)
Storage for modified or custom SSRS reports

Playing around with iframes... in javascript

Jonas Deibe — Mon, 21 May 2007 21:20:00 GMT

Display a related entity in context of the parent is old stuff and could be found little every where if you search around. But finding samples to change or modify attached child entities is not so clear. One thing that differs if you render your iframe with a related entity is that it gets loaded during the form onload. This could be used for your advantage to do validation etc (on child/related entities witout callout logic ~ offline enabled = fast GUI response) but has a price of potential slower form onload.

Well enough, heres the code samples and yes it's just samples. Copy and past to either onload or onsave of your form. Slight modifications are needed to fit your entity names or fields.

Hide "Delete" button from iframe entity depending state of picklist from main form

function myCustomLoaded()

{

if (this.readyState == "complete")

{

hideCustomDeleteButton()

}

function hideCustomDeleteButton()

{

var tmp = crmForm.all.new_dropdownvalue.SelectedText;

switch (tmp)

{

case "Stängt":

case "Förlorad Opportunity":

case "Not Choosen Partner":

//TODO: Change entity number 10001 to the one in your implementation

btnDelete = document.all.IFRAME_mycustom.contentWindow.document.all._MBdoActioncrmGrid10001delete;

if (btnDelete != null)

btnDelete.style.display = "none";

break;

}

//In onload of form

document.all.IFRAME_mycustom.onreadystatechange = myCustomLoaded;

//Just call hideCustomDeleteButton from onchange of your picklist

Hide "New" button depending state of main form

var navCustom = document.all.nav_opportunity_new_custom;

if (navCustom != null)

{

navCustom.style.display = "none";

//tab2 is used to place this frame

if (crmForm.all.tab2Tab.style.display == "")

{

if (crmForm.FormType == CRM_FORM_DISABLED || crmForm.FormType == CRM_READ_ONLY_TYPE )

//Read only no new button even if security saying something else

var url = "/userdefined/areas.aspx?oId=" + crmForm.ObjectId + "&oType=3&security=1&tabSet=opportunity_new_custom";

else

//Read from security and render depending role

var url = "/userdefined/areas.aspx?oId=" + crmForm.ObjectId + "&oType=3&security=852023&tabSet=opportunity_new_custom";

document.all.IFRAME_mycustom.src = url;

}

Validate rows in grid from onsave for child entity

//call checkRows in onsave

function checkRows()

{

var r = true;

var rows = document.all.IFRAME_mycustom.contentWindow.crmGrid.InnerGrid.rows

//Change to your cell to verify from grid

if (typeof(rows[0].cells[2]) == "undefined" || IsNull(rows[0].cells[2]))

return AlertMessage(0);

var total = 0;

var l = rows.length;

for (var i = 0; i < l; i++)

total = total + parseInt(rows[i].cells[2].innerText);

if (total != 5)

r = AlertMessage(total);

return r;

}

function AlertMessage(rows)

{

alert("You need to have atleast 5 rows to complete. Current sum of rows: " + rows + "!");

return false;

}

http://msdn2.microsoft.com/en-us/library/ms535258.aspx
http://msdn2.microsoft.com/en-us/library/ms534638.aspx

Simplify sharing of opportunities (Or any entities) with direct e-mailing links

Jonas Deibe — Thu, 19 Apr 2007 14:54:00 GMT

One thing I found useful when working with MSCRM is the possibility to directly access records by hitting its direct URL. Out-of-the-box this can be manually done by opening a record and hit CTRL-N or CTRL –D. Later copy the URL and past it to your e-mail. Whoa I love CTRL-C. Well by adding below script to your onload you will have a new ready to email link in your right corner of the record.

Fast access to direct record, sharing, etc

Useful for testing

Could be extended with url copied to clipboard

Feel free to rewrite script in an iframe for support. See this script as an idea.

NOTE! Customizations directly to the DOM are not supported by the product group.

Notice new link in right corner of entity! Click the E-mail opportunity link to open outlook with direct URL pasted to e-mail

function createSendLink()

{

var strUrl = "";

if (IsOnline())

{

var title = "Please followup on Opportunity [" + crmForm.name.DataValue + "]";

var id = crmForm.ObjectId;

id = id.replace("{",""); id = id.replace("}","");

query = '' + this.location;

query = query.substring(0, query.indexOf('?'));

strUrl = query + "/sfa/opps/edit.aspx?id=";

}

if (IsOutlookLaptopClient())

strUrl = crmRcUtil.ServerUrl.replace("MSCRMServices", "") + "sfa/opps/edit.aspx?id=";

strUrl = escape(strUrl);

var a = document.createElement("a")

var aText = document.createTextNode("E-mail opportunity link...")

a.href = "mailto:&subject="+title+"&body=" + strUrl + id;

a.name = "EmailLink";

a.appendChild(aText)

if (document.getElementById('_MBcrmFormSubmitCrmForm1truetruefalse')!= null)

{

var cur = document.getElementById('_MBcrmFormSubmitCrmForm1truetruefalse')

document.getElementById('mnuTitle').insertBefore(a, cur.nextSibling);

}

Render hidden values in "tester" mode by using querystring parameters

Jonas Deibe — Mon, 16 Apr 2007 21:31:00 GMT

One way of doing verification on your logic in "build" mode is to use querystring parameters to render you MSCRM gui/logic different.

Verification during testing
Version verification of js-script running in current release
Link new buttons with extra querystring parameters attached in ISV/Sitemap config
Etc

Notice how the title is changed to current version of the onload script

//Place in onload of entity

if (GetItemFromQueryString("tester") == "yes")

document.title = "Entity in TESTER mode [" + JS_VERSION + "]";

else

{

//Hidden fields logic or something else

}

function GetItemFromQueryString(name)

{

var regexS = "[\\?&]" + name + "=([^&#]*)";

var regex = new RegExp(regexS);

var tmpURL = window.location.href;

var results = regex.exec(tmpURL);

if (results == null)

return "";

else

return results[1];

}

Create Advanced Fetch in 10 Seconds using javascript

Jonas Deibe — Wed, 28 Mar 2007 09:00:00 GMT

One simple way of creating fetch fast is to use advanced find and render that fetch in javascript.
Open advanced find and reopen window by pressing CTRL-N

Create your query...dont forget to build your query in full-window not framed as in screen shoot

Replace your URL with one of below javascript calls

javascript:alert(resultRender.FetchXml.value);

javascript:document.writeln(resultRender.FetchXml.value);

Now view source for fetch command

Copy and past and insert in your callouts or what ever your building

The result when prompting (alert) advanced find query

Another CRM -> Sharepoint integration

Jonas Deibe — Sat, 24 Mar 2007 14:36:00 GMT

Here is my first blogpost in English since I received requests from non speaking Swedes. The MSCRM team, Kjell-Sverre Jerijærvi (Integrating team-sites into MSCRM (part II)) and allot of others has published different ways of integrating MSCRM with Sharepoint. Guess what! Here is another solution actually made back in 05’ as a Proof of concept solution… Each Account has its own sharepoint library structured under an alphabetic label (dummy library). This is done initial on setup of libraries A,B,C,D etc. A custom Sharepoint template is used for MSCRM look and feel (not in scope of this blogpost)

For example Alfa Demo Account is stored as own library under letter A with it's url stored on the MSCRM.

SPSite site = null;

try

{

site = new SPSite(wssServerUrl);

SPSite newSite = site.SelfServiceCreateSite(rootUrl, siteName,

description, 1053, "STS", @"custom\mscrm", "Admin",

"mscrm@custom.local", @"custom\mscrm", "Admin", "mscrm@custom.local");

SPWeb web = newSite.OpenWeb();

web.Webs.Add(nextLevelSiteName, nextLevelSiteName, description, language, template, false, false);

}

catch (SPException err)

{

System.Diagnostics.Debug.WriteLine(err.Message);

throw;

}

catch (Exception err)

{

System.Diagnostics.Debug.WriteLine(err.Message);

throw;

}

finally

{

site.Dispose();

}

A new chrome remover file is stored under its own web.

MSCRM_iframe.aspx cleaner removes chromes from library files

<%@ Page Language="C#" %>

<%string sUrl = Context.Request["url"];%>

<!DOCTYPEHTMLPUBLIC"-//W3C//DTD HTML 4.0 Transitional//EN">

<html>

<head>

<title>MSCRM Integration</title>

<scriptlanguage="Jscript">

var iNavCount=0;var strValidPages="AllItems.aspx,Upload.aspx,Checkin.aspx,EditForm.aspx,DispForm.aspx,Versions.aspx,SubNew.aspx";var strOriginalUrl="<%=sUrl%>";function evReadyStateChange()

{var oFrm=document.frames.mscrmShowPage;var ofrmElement=event.srcElement;try{var sDoc=oFrm.location.pathname;sDoc=sDoc.substring(sDoc.lastIndexOf("/")+1);if(ofrmElement.readyState=='loading'){ofrmElement.style.display="none";oFrm.onerror=function(){return true;}}else if(ofrmElement.readyState=='complete'){var bValid=false;iNavCount++;var arrTmp=strValidPages.split(",");for(var s in arrTmp)if(arrTmp[s]==sDoc)bValid=true;if(!bValid){document.location.assign("MSCRM_error.aspx?rUrl="+location.href);}else{try{var oTable=oFrm.document.all.tags("table")[0];oTable.rows(0).style.display="none";oTable.rows(1).style.display="none";oTable.rows(2).cells(0).style.display="none";oFrm.document.all("diidEditInGridButton")[0].parentNode.parentNode.style.display="none";oFrm.IMNShowOOUI=function(){return false;};}catch(e){}

oFrm.document.body.insertAdjacentHTML("beforeEnd","<a href='#' onclick='window.open(location.href)' class='ms-formdescription' style='position:absolute;top:10px;right:10px;color:blue'>In new window</a>");ofrmElement.style.display="inline";}}}

catch(e)

{}}

</script>

</ head >

< body style ="margin:0 0 0 0">

<%if (sUrl!=null) {%>

<iframeid="mscrmShowPage"frameborder="0"height="100%"width="100%"onreadystatechange="evReadyStateChange()"style="display:none"src="<%=sUrl%>"></iframe>

<%}%>

</ body >

</html>

On MSCRM server a new virtual directory (or new web according to ISV rules) holds files to link it all to WSS or Sharepoint side.

<divclass="tab"id="tabBody1"style="DISPLAY: inline">

<tableid="Table0"style="TABLE-LAYOUT: fixed"height="100%"cellSpacing="0"cellPadding="3"width="100%">

<tr>

<td>

<iframeid="Iframe0"frameborder="0"width="100%"height="100%"src="<%Response.Write(ConfigurationSettings.AppSettings["PathToMSCRM"].ToString());%>/SharePointConnector/_redirect.aspx?<%Response.Write(Request.QueryString);%>&Folder=1"></iframe>

</td>

</tr>

</table>

</div>

Clip from AccountCreateFrame.aspx .

I added 2 keys in MSCRM’s web.config for dynamic settings

<addkey="PathToMSCRM"value="http://crm/Beta.Crm.Sharepoint/"/>

<addkey="SharePointServerIframe"value="http://sharepoint/_layouts/CRM/MSCRM_iframe.aspx?url="/>

</appSettings>

I prefer to add everything on the leftside navigation and that could be easily done by modification of ISV.config or by injecting js script in from onLoad

Documents added in ISV.config pointing <PathToMSCRM> Accountcreateframe.aspx

You can download all files here and hopefully everything is clearer when you look at the code J

NOTE!!! You are required to have licenses for SharePoint server