CRM 2015 / CRM 2013 / CRM 2011 / CRM 4.0 and Asp.net

Friday, July 24, 2015

External Service call (Web access) from a CRM plug-in Post data and get respnse- CRM Dynamics 2015 / 2013 /2011

Call external web service from CRM Dynamics. Post data and get response object.

var url = "https://postdataurl";
            var pairs = new NameValueCollection()
                       {
                           { "Email", "vikram@test.com" },
                           { "FirstName", "Vikram" },
                           { "InventoryId", "1" },
                       };
            byte[] response = null;
            using (WebClient client = new WebClient())
            {
                response = client.UploadValues(url, "POST", pairs); //Adding post message as input is optional
            }
            var text = System.Text.Encoding.UTF8.GetString(response);

            /* Equivalent to following Webrequest/ json Call */
            var httpWebRequest = (HttpWebRequest)WebRequest.Create(url);
            httpWebRequest.ContentType = "application/json";
            httpWebRequest.Method = "POST";
            using (var streamWriter = new StreamWriter(httpWebRequest.GetRequestStream()))
            {
                string json = "{\"Email\":\"" + "vikram@test.com" + "\"," +
                    "\"FirstName\":\"" + "Vikram" + "\"," +
                    "\"InventoryId\":" + 3 + "," +
                    "\"bypassCRM\":\"true\"}";
                streamWriter.Write(json);
                streamWriter.Flush();
                streamWriter.Close();
                var httpResponse = (HttpWebResponse)httpWebRequest.GetResponse();
                using (var streamReader = new StreamReader(httpResponse.GetResponseStream()))
                {
                    text = streamReader.ReadToEnd();
                }
            }
            /* Equivalant Webrequest/ json Call */

External Service call (Web access) from a CRM plug-in - CRM Dynamics 2015 / 2013 /2011 (Delete Json Call Message)

Call external web service from CRM Dynamics. Delete Json call

Dynamics CRM 2015 / 2013 /2011 – Multi Select Option List / Pick list / Dropdown

Dynamics CRM 2015 / 2013 /2011 – Multi Select Option List / Pick list / Dropdown

1) Create a HTML Web Resource MultiSelectPicklist.html

<!DOCTYPE html>

<html>

<head>

var PicklistFieldName;

var TextAttributefield;

document.onreadystatechange = function () {

if (document.readyState == "complete") {

getDataParam();

}

function getDataParam() {

//Get the any query string parameters and load

var vals = new Array();

if (location.search != "") {

vals = location.search.substr(1).split("&");

for (var i in vals) {

vals[i] = vals[i].replace(/\+/g, " ").split("=");

}

//look for the parameter named 'data'

var found = false;

for (var i in vals) {

if (vals[i][0].toLowerCase() == "data") {

parseDataValue(vals[i][1]);

found = true;

break;

}

if (!found) {

noParams();

}

else {

noParams();

}

function setText(element, text) {

if (typeof element.innerText != "undefined") {

element.innerText = text;

}

else {

element.textContent = text;

}

function parseDataValue(datavalue) {

PicklistFieldName = '';

TextAttributefield = '';

if (datavalue != "") {

vals = decodeURIComponent(datavalue).split("&");

for (var i in vals) {

vals[i] = vals[i].replace(/\+/g, " ").split("=");

}

var temp = vals[i][0].split(';');

if (temp.length == 2) {

PicklistFieldName = temp[0];

TextAttributefield = temp[1];

}

else {

noParams();

}

else {

noParams();

}

function noParams() {

var message = document.createElement("p");

setText(message, "No data parameter was passed to this page");

document.body.appendChild(message);

}

function CreateMultiSelectPicklist() {

if (PicklistFieldName != '' && TextAttributefield != '') {

var dropdownOptions = parent.Xrm.Page.getAttribute(PicklistFieldName).getOptions();

var selectedValue = parent.Xrm.Page.getAttribute(TextAttributefield).getValue();

parent.Xrm.Page.getControl(PicklistFieldName).setVisible(false);

parent.Xrm.Page.getControl(TextAttributefield).setDisabled(true);

// Create Multi Select Picklist with values from input picklist.

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

var rText = $(this)[0].text;

var rvalue = $(this)[0].value;

var isChecked = false;

if (rText != '') {

if (selectedValue != null && selectedValue.indexOf(rText) != -1)

isChecked = true;

var checkbox = " input type='checkbox' name='r'/>" + rText + ""

$(checkbox)

.attr("value", rvalue)

.attr("checked", isChecked)

.attr("id", "id" + rvalue)

.attr("style", 'border:none; width:25px; align:left;')

.click(function () {

//To Set Picklist Select Text

var selectedYear = parent.Xrm.Page.getAttribute(TextAttributefield).getValue();

if (this.checked) {

if (selectedYear == null)

selectedYear = rText + ";";

else

selectedYear = selectedYear + rText + ";"

}

else {

var tempSelectedtext = rText + ";";

if (selectedYear.indexOf(tempSelectedtext) != -1)

selectedYear = selectedYear.replace(tempSelectedtext, "");

else

selectedYear = selectedYear.replace(rText, "");

}

parent.Xrm.Page.getAttribute(TextAttributefield).setValue(selectedYear);

})

.appendTo(checkboxList);

}

});

}

</script>

</head>

</div>

</body>

</html>

Hide Unwanted Activities from Activities view Dropdown in MSCRM2011/ MSCRM2013 /MSCRM2015 using javascript

Create a JavaScript web resource with following functions.

function AttachHideEvent()

{

document.getElementById("crmGrid_SavedNewQuerySelector").setAttribute('onclick','HideItems();');

$( "#crmGrid_SavedNewQuerySelector" ).mouseout(function() { HideItems(); });

}

function HideItems()

{

if(document.getElementById("ViewSelector_fax") !=null)

{

//fax

document.getElementById("ViewSelector_fax").style.visibility = "hidden";

document.getElementById("ViewSelector_fax").style.height="0px";

document.getElementById("ViewSelector_fax").style.float="left";

//Letter

document.getElementById("ViewSelector_letter").style.visibility = "hidden";

document.getElementById("ViewSelector_letter").style.height="0px";

document.getElementById("ViewSelector_letter").style.float="left";

}

Then add a enable rule to first button on activities homepage ribbon and call this function with default value = true/ function name= AttachHideEvent/ webresource=web resource created.

In 2^nd function add activities you want to hide from dropdown.

Friday, October 2, 2009

Connect to CRM 1.2

#region "Connect to CRM 1.2"
///

/// This fucntion will connect to CRM 1.2
///

/// After sucessfully connection it will return CRM 1.2 user authentication
private Microsoft.CRM.Proxy.CUserAuth connectToCRM()
{
// BizUser proxy object
Microsoft.CRM.Proxy.BizUser bizUser = new Microsoft.CRM.Proxy.BizUser();
bizUser.Credentials = new System.Net.NetworkCredential(userName, password, domain);
bizUser.Url = strDir + "BizUser.srf";

try
{
userAuth = bizUser.WhoAmI();
//MessageBox.Show("Sucessfully connected to CRM 1.2");
}
catch (System.Web.Services.Protocols.SoapException ex)
{
MessageBox.Show("Unable to connect to CRM 1.2, Please check CRM 1.2 details.", ex.Message.ToString());
return null;
}

return userAuth;
}

#endregion

Download file form web / IE without Save/Open dialog box

string url = "http://"; // Download File path
System.Net.WebClient myWebClient = new System.Net.WebClient();
myWebClient.Credentials = new System.Net.NetworkCredential("User Name", "Password", "Domain");

string sFile ="C:\\"; //Path to save file

myWebClient.DownloadFile(url, sFile);

Update / Set CRM Opportunity State/ Status

public bool UpdateOpportunityState(Guid activityid, string astatuscode, string astatecode)
{

CrmService Crm4_service = connect();
try
{
if (astatecode == "Open")
{
SetStateOpportunityRequest state = new SetStateOpportunityRequest();

if (astatuscode == "1")
{
return true;
}
else if (astatuscode == "2")
{
state.OpportunityState = OpportunityState.Open;
state.OpportunityStatus = 2;/// Convert.ToInt32();
}

state.EntityId = activityid;
SetStateOpportunityResponse stateSet = (SetStateOpportunityResponse)Crm4_service.Execute(state);

return true;
}

opportunity src_opp = (opportunity)Crm4_service.Retrieve(EntityName.opportunity.ToString(), activityid, new AllColumns()); // = OpportunityState.Lost;

opportunityclose opp_close = new opportunityclose();
opp_close.actualrevenue = src_opp.actualvalue;
opp_close.opportunityid = new Lookup();
opp_close.opportunityid.Value = src_opp.opportunityid.Value;
opp_close.actualend = src_opp.actualclosedate;
opp_close.statuscode = src_opp.statuscode;
if (astatuscode == "3")
{
// this Opportunity was won
WinOpportunityRequest opp_won = new WinOpportunityRequest();
opp_won.OpportunityClose = opp_close;
opp_won.Status = 3;// src_opp.statuscode.Value;
Crm4_service.Execute(opp_won);
return true;
}
else
{
// this Opportunity was lost
LoseOpportunityRequest opp_lost = new LoseOpportunityRequest();
opp_lost.OpportunityClose = opp_close;
if (astatuscode == "4")
{
opp_lost.Status = 4;// src_opp.statuscode.Value;
}
else
{
opp_lost.Status = 5;// src_opp.statuscode.Value;

}
Crm4_service.Execute(opp_lost);
return true;
}

}
catch (System.Web.Services.Protocols.SoapException ex)
{
return false;
}

return true;

}

CRM 2015 / CRM 2013 / CRM 2011 / CRM 4.0 and Asp.net

Friday, July 24, 2015

External Service call (Web access) from a CRM plug-in Post data and get respnse- CRM Dynamics 2015 / 2013 /2011

External Service call (Web access) from a CRM plug-in - CRM Dynamics 2015 / 2013 /2011 (Delete Json Call Message)

Dynamics CRM 2015 / 2013 /2011 – Multi Select Option List / Pick list / Dropdown

Monday, February 24, 2014

Hide Unwanted Activities from Activities view Dropdown in MSCRM2011/ MSCRM2013 /MSCRM2015 using javascript

Friday, October 2, 2009

Connect to CRM 1.2

Download file form web / IE without Save/Open dialog box

Update / Set CRM Opportunity State/ Status

Vikram Tupe

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