Vista CRM Search Gadget

Microsoft Dynamics CRM @ Joris Kalz's WebLog — Mon, 16 Apr 2007 01:41:18 GMT

CRM-Friends! As promised I wanted to update my multi entity search for Microsoft CRM by using a Windows

re: Vista CRM Search Gadget

Joris Kalz — Mon, 16 Apr 2007 12:42:43 GMT

Some questions and answers from a mail:

1. The gadget URL textbox doesn't allow enough characters. In my case, I needed to put the FQDN in and ran out of characters (http://xxxx.xxxxxxxxx.local/search). I got around it by adding a DNS suffix, but it might be nice to have some more room in there.

ANSWER: I have uploaded a new version, it is now extended to 256 chars.

2. What columns are you returning in the results? Can the search results have column headers?

ANSWER: I thought about to divide the result into multiple tables to make it more clear for the user what columns will be returned, maybe next version. However it is customizible by editing the config.xml file.

3. When I try to add the search to the list of IE 7 providers, I get the following error:

ANSWER: Unfortunately it is hardcoded. Look at Default.aspx Line 78:

And change it to

re: Vista CRM Search Gadget

Vali — Mon, 16 Apr 2007 17:48:07 GMT

Hello - crm search works like a charm - good job Joris

I have one hickup - it is only searching through leads - so it is not touching Opps and Accounts

Why?

Vali

re: Vista CRM Search Gadget

Joris Kalz — Mon, 16 Apr 2007 18:02:39 GMT

@vali:

it should search in accounts, contacts and leads. open the config.xml to see which fields will be searched.

re: Vista CRM Search Gadget

petergordon — Thu, 19 Apr 2007 16:02:14 GMT

when I perform a search I get this error. Is it a configuration issue on my part?

Exception Details: System.Net.WebException: The request failed with HTTP status 401: Unauthorized.

Source Error:

Line 314:

Line 315: // Execute the request.

Line 316: RetrieveMultipleResponse principalResponse = (RetrieveMultipleResponse)service.Execute(retrievePrincipal);

Line 317:

Line 318: return principalResponse.BusinessEntityCollection;

Source File: e:\inetpub\extensions\search\Default.aspx.cs Line: 316

re: Vista CRM Search Gadget

JochenG — Thu, 19 Apr 2007 16:32:00 GMT

@Vali:

The fact that it wasn't searching the Account had something to do with a minor bug in the add2DataTable method.

Just add following code to the catch block in the method and everything should work:

catch (Exception)

{

if (dataRow != null && dataRow["id"] != null && dataRow["id"] != String.Empty)

{

dataTable.Rows.Add(dataRow);

}

re: Vista CRM Search Gadget

Joris Kalz — Thu, 19 Apr 2007 23:28:01 GMT

@petergordon:

please check if your web site for the search application is running in windows authentication mode.

@JochenG:

thanks a lot for your correction

re: Vista CRM Search Gadget

Kuven — Thu, 24 May 2007 17:52:17 GMT

Hi there, really cool app.

CS0103: The name 'dataRow' does not exist in the current context

I get this error after adding the catch statement to the default.aspx.cs file. I am not a developer so please excuse. I get this when trying to fix the bug so that it may search through accounts.

Kevin

re: Vista CRM Search Gadget

tsales314 — Wed, 30 May 2007 07:30:15 GMT

I got the same error...any ideas?

-T

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A Freaky Microsoft Dynamics CRM Blog — Tue, 12 Jun 2007 11:34:18 GMT

I can now proudly announce that we will have the new Microsoft Dynamics CRM VPC available for download

re: Vista CRM Search Gadget

loxer420 — Wed, 20 Jun 2007 23:58:29 GMT

I am trying to get this to work on my CRM 3.0 server and tried including the code above so that the searches would be more accurate, but am getting the same error "CS0103: The name 'dataRow' does not exist in the current context".

I noticed that it was searching on 4 fields in account by default, but that if one of the fields was empty, the application wouldn't return those items in the result. Below is the same error but with a little more details.

Compiler Error Message: CS0103: The name 'dataRow' does not exist in the current context

Source Error:

Line 397: catch (Exception)

Line 398: {

Line 399: if (dataRow != null && dataRow["id"] != null && dataRow["id"] != String.Empty)

Line 400: {

Line 401:

Source File: c:\Inetpub\CRMSearch\Default.aspx.cs Line: 399

My modified catch statement in Default.aspx.cs looks like this:

catch (Exception)

{

if (dataRow != null && dataRow["id"] != null && dataRow["id"] != String.Empty)

{

dataTable.Rows.Add(dataRow);

}

Am I doing something fundamentally wrong here?

re: Vista CRM Search Gadget

dr3w2k — Tue, 07 Aug 2007 23:42:07 GMT

Is it possible to add the option to also search Cases? I have tried editing the config.xml file but I constantly get an error thrown on line 316:

Line 314:

Line 315: // Execute the request.

Line 316: RetrieveMultipleResponse principalResponse = (RetrieveMultipleResponse)service.Execute(retrievePrincipal);

Line 317:

Line 318: return principalResponse.BusinessEntityCollection;

Here is the code I added to the config.xml file:

</entity>

Any thoughts/suggestions?

CRM Queue Gadget

Akezyt on MSDN — Wed, 08 Aug 2007 01:55:37 GMT

Introduction Microsoft CRM 3.0 shipped with an extensive web service API that can be used by various

re: Vista CRM Search Gadget

TourismVI — Fri, 21 Sep 2007 20:19:44 GMT

I too am getting the CS0103: 'dataRow" does not exist error. What are we all doing wrong??

Compiler Error Message: CS0103: The name 'dataRow' does not exist in the current context

Source Error:

Line 397: catch (Exception)

Line 398: {

Line 399: if (dataRow != null && dataRow["id"] != null && dataRow["id"] != String.Empty)

Line 400:

Line 401: {

Source File: c:\Program Files\Microsoft CRM\Search\Default.aspx.cs Line: 399

re: Vista CRM Search Gadget

TourismVI — Fri, 21 Sep 2007 21:58:01 GMT

Also, did anybody else find that if you have too many results when using the Vista Gadget (more than about 10), the IE7 window that pops up cuts off the rest of the results? In other words there is no scroll bar. Any ideas how to fix this?

re: Vista CRM Search Gadget

TourismVI — Fri, 05 Oct 2007 00:25:03 GMT

For all those struggling with the CS0103 error I have the solution! Move the following line from default.aspx.cs up ABOVE the try block.

DataRow dataRow = dataTable.NewRow();

In other words that add2DataTable should function should look like this:

private static void add2DataTable(ref DataTable dataTable, BusinessEntityCollection entityCollection)

{

// adding records

for (int i = 0; i < entityCollection.BusinessEntities.Length; i++)

{

DynamicEntity dynamicEntity = (DynamicEntity)entityCollection.BusinessEntities[i];

DataRow dataRow = dataTable.NewRow();

try

{

dataRow["type"] = dynamicEntity.Name;

dataRow["id"] = ((KeyProperty)dynamicEntity.Properties[0]).Value.Value;

if (((StringProperty)dynamicEntity.Properties[1]).Value != null)

dataRow["field1"] = ((StringProperty)dynamicEntity.Properties[1]).Value;

if (((StringProperty)dynamicEntity.Properties[2]).Value != null)

dataRow["field2"] = ((StringProperty)dynamicEntity.Properties[2]).Value;

if (((StringProperty)dynamicEntity.Properties[3]).Value != null)

dataRow["field3"] = ((StringProperty)dynamicEntity.Properties[3]).Value;

if (((StringProperty)dynamicEntity.Properties[4]).Value != null)

dataRow["field4"] = ((StringProperty)dynamicEntity.Properties[4]).Value;

dataTable.Rows.Add(dataRow);

}

catch (Exception)

{

if (dataRow != null && dataRow["id"] != null && dataRow["id"] != String.Empty)

{

dataTable.Rows.Add(dataRow);

}

re: Vista CRM Search Gadget

Joris Kalz — Wed, 10 Oct 2007 11:53:54 GMT

TourismVI, Thank you very much for sharing your solution! I highly appreciate it!

Joris

Vista CRM Search Gadget

Microsoft Dynamics CRM @ Joris Kalz's WebLog — Wed, 10 Oct 2007 12:04:30 GMT

If you haven't read about the Vista - Microsoft Dynamics CRM Search Gadget yet, please read this first:

Bio - Joris Kalz

Microsoft Dynamics CRM Team Blog — Fri, 19 Oct 2007 17:37:35 GMT

Joris Kalz is working as Partner Technical Specialist for Microsoft in Germany. He focuses on consulting,

Bio - Joris Kalz

Microsoft Dynamics CRM Team Blog — Thu, 25 Oct 2007 17:05:43 GMT

Joris Kalz is working as Partner Technical Specialist for Microsoft in Germany. He focuses on consulting,

Ny Vista Gadget för sök i Microsoft CRM

Microsoft Dynamics CRM Norge — Fri, 07 Dec 2007 09:57:13 GMT

Nu har ytterligare en ny Vista Gadget dykt upp som gör det enkelt att söka igenom Microsoft CRM databasen

re: Vista CRM Search Gadget

SviFi — Wed, 08 Apr 2009 16:38:25 GMT

Thank you very much for the script!

With modification listed in comments here it works great. In fact, maybe the source file could be also fixed a little to be up to date, considering what was noted in comments?

One question (getting back to what dr3w2k was asking, but wasn't answered): how easy is it to make it search in additional entities such as cases, articles, E-mails, Appointments?

Would it be a task of rewriting everything or just some small modifications?

Thank you very much again. I appreciate great work.

Vitaly Stockman