Saturday, December 20, 2014
Wednesday, November 12, 2014
MS CRM - SSRS Reports Display Values in Footer - CRM User Name , Execution Time, Page Number
Current CRM User Name
1.Create a dataset & use the below query
SELECT fullname
FROM FilteredSystemUser
WHERE (systemuserid = dbo.fn_FindUserGuid())
FROM FilteredSystemUser
WHERE (systemuserid = dbo.fn_FindUserGuid())
2. use the below expression for textbox in Footer
= "Prepared by " & First(Fields!fullname.Value, "DataSet2")
= "Prepared by " & First(Fields!fullname.Value, "DataSet2")
Execution Time
=Globals!ExecutionTime
=Format(Globals!ExecutionTime, "dd/MM/yyyy hh:mm:ss tt")
Page Number
="Page "&Globals!PageNumber &" of "&Globals!TotalPages
Tuesday, November 11, 2014
MS CRM -SSRS Date Parameter - Set dafault Value First Day & Last day of Last Month
Date From: (previous month first day)
=DateSerial(Year(Now), Month(Now), "1").AddMonths(-1)
Date To : (previous month last day)
Date To : (previous month last day)
=DateSerial(Year(Now), Month(Now), "1").AddDays(-1)
=DateSerial(Year(Now), Month(Now), "1").AddDays(-1)
Reference:
Reference:
http://stackoverflow.com/questions/7842877/first-and-last-day-of-current-month
http://stackoverflow.com/questions/7842877/first-and-last-day-of-current-month Tuesday, August 12, 2014
Simple Console App to connect to MS CRM
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using System;
using System.Configuration;using System.IO;
using System.Net;
using System.Net.Security;
using System.Security.Cryptography.X509Certificates;
using System.ServiceModel.Description;
//using XrmClasses; // Early Binding Classes
namespace ConsoleApplication1
{
class Program
{
static void Main(string[] args)
{
CreateAccount();
Console.ReadLine();
}
private static void CreateAccount()
{
try
{
_service = GetCRMService("<CRM Org Service URL>", false, "<UserName>", "<Password>", "<Domain>");
//Late Binding
Entity account = new Entity("account");
account["name"] = "New Account1";
_service.Create(account);
//Early Binding
//Account newAccount = new Account();
//newAccount.Name = "New Account2";
//_service.Create(newAccount);
}
catch (Exception ex)
{
Console.WriteLine(ex.Message);
WriteLog(ex.Message);
}
}
public static IOrganizationService _service = null;
// GetCRMService for CRM on premises
public static IOrganizationService GetCRMService(string CrmUrl, string isDefaultCredential, string UserName, string Password, string Domain)
{
if (_service == null)
{
//string CrmUrl = (ConfigurationManager.AppSettings["CrmUrl"] != null) ? ConfigurationManager.AppSettings["CrmUrl"] : string.Empty;
//string isDefaultCredential = (ConfigurationManager.AppSettings["DefaultCredential"] != null) ? ConfigurationManager.AppSettings["DefaultCredential"] : string.Empty;
//string Domain = (ConfigurationManager.AppSettings["Domain"] != null) ? ConfigurationManager.AppSettings["Domain"] : string.Empty;
//string UserName = (ConfigurationManager.AppSettings["Username"] != null) ? ConfigurationManager.AppSettings["Username"] : string.Empty;
//string Password = (ConfigurationManager.AppSettings["Password"] != null) ? ConfigurationManager.AppSettings["Password"] : string.Empty;
//CrmUrl += "/XRMServices/2011/Organization.svc";
ClientCredentials credentials = new ClientCredentials();
if (isDefaultCredential == "true")
{
credentials.Windows.ClientCredential = System.Net.CredentialCache.DefaultNetworkCredentials;
}
else
{
if (string.IsNullOrEmpty(UserName) || string.IsNullOrEmpty(Password) || string.IsNullOrEmpty(Domain))
{
throw new Exception("Error: Non-default connection requires username, password and domain!");
}
else
{
credentials.Windows.ClientCredential = new System.Net.NetworkCredential(UserName, Password, Domain);
}
}
if (!string.IsNullOrEmpty(CrmUrl) && CrmUrl.Contains("https"))
{
ServicePointManager.ServerCertificateValidationCallback = delegate(object s, X509Certificate certificate, X509Chain chain,
SslPolicyErrors sslPolicyErrors) { return true; };
}
OrganizationServiceProxy orgServiceProxy = new OrganizationServiceProxy(new Uri(CrmUrl), null, credentials, null);
orgServiceProxy.EnableProxyTypes();
orgServiceProxy.Timeout = new TimeSpan(0, 10, 0);
_service = (IOrganizationService)orgServiceProxy;
return _service;
}
else
{
return _service;
}
}
// GetCRMService for CRM Online
public static IOrganizationService GetOnlineService()
{
IOrganizationService _service;
var liveIDCreds = new ClientCredentials();
liveIDCreds.UserName.UserName = "username";
liveIDCreds.UserName.Password = "password";
var deviceIDcreds = new ClientCredentials();
deviceIDcreds.UserName.UserName = "11ltfz36jrxd4sdycpkfk7a0gq";
deviceIDcreds.UserName.Password = "aeKwQN#c/V`RR!!ObqFA,Pz7";
OrganizationServiceProxy orgServiceProxy =
new OrganizationServiceProxy(new Uri("orgnizationurl"), null, liveIDCreds, deviceIDcreds);
orgServiceProxy.ServiceConfiguration.CurrentServiceEndpoint.Behaviors.Add(new ProxyTypesBehavior());
orgServiceProxy.EnableProxyTypes();
_service = (IOrganizationService)orgServiceProxy;
return _service;
}
}
}
public static void WriteLog(string Message)
{
using (StreamWriter sw = new StreamWriter(logFilePath, true))
{
sw.WriteLine(Message);
}
}
Note:
ClientCredentials clientCredentials=new ClientCredentials();
clientCredentials.Windows.ClientCredential = new NetworkCredential(userName, password,domain);
In IFD :-
clientCredentials.UserName.UserName =domain + @"\" + userName;
clientCredentials.UserName.Password = password;
OrganizationServiceProxy service = new Microsoft.Xrm.Sdk.Client.OrganizationServiceProxy(organizationUri, HomeRealmUri, credentials, null);
for more details:
Tuesday, July 22, 2014
MS CRM 2013 - Set Current User's Team as Owner using Javascript
function SetCurrentUserTeam() {
try {
var teamName2;
var TeamId2;
var type = Xrm.Page.ui.getFormType();
if (type == 1) {
var serverUrl = Xrm.Page.context.getServerUrl();
var oDataEndpointUrl = serverUrl + "/XRMServices/2011/OrganizationData.svc/";
// query to get the teams that match the name
// oDataEndpointUrl += "TeamSet?$select=Name,TeamId&$filter=Name eq '" + teamName + "'";
// oDataEndpointUrl += "TeamSet?$select=Name,TeamId&$filter=teamtype/Value eq 0";
oDataEndpointUrl += "TeamSet?$select=Name,TeamId";
var service = GetRequestObject();
if (service != null) {
// execute the request
service.open("GET", oDataEndpointUrl, false);
service.setRequestHeader("X-Requested-Width", "XMLHttpRequest");
service.setRequestHeader("Accept", "application/json,text/javascript, */*");
service.send(null);
// parse the results
var requestResults = eval('(' + service.responseText + ')').d;
if (requestResults != null && requestResults.results.length > 0) {
var teamCounter;
// iterate through all of the matching teams, checking to see if the current user has a membership
for (teamCounter = 0; teamCounter < requestResults.results.length; teamCounter++) {
// alert(requestResults.results.length);
var team = requestResults.results[teamCounter];
var teamId = team.TeamId;
// get current user teams
var currentUserTeams = getUserTeams(teamId);
// Check whether current user teams matches the target team
if (currentUserTeams != null) {
// alert(currentUserTeams.length);
if (currentUserTeams.length > 0) {
var currentTeam = currentUserTeams[0];
var teamCounter2;
// iterate through all of the matching teams, checking to see if the current user has a membership
for (teamCounter2 = 0; teamCounter2 < requestResults.results.length; teamCounter2++) {
var team2 = requestResults.results[teamCounter];
if (team2.TeamId == currentTeam.TeamId)
teamName2 = team2.Name;
}
TeamId2 = currentTeam.TeamId;
}
}
}
var lookupValue = new Array();
lookupValue[0] = new Object();
lookupValue[0].id = TeamId2;
lookupValue[0].name = teamName2;
lookupValue[0].entityType = "team";
Xrm.Page.data.entity.attributes.get('ownerid').setValue(lookupValue);
Xrm.Page.getControl('ownerid').setDisabled(true);
}
}
}
else {
Xrm.Page.getControl('ownerid').setDisabled(true);
}
}
catch (ex) {
alert(ex.message);
}
}
function getUserTeams(teamToCheckId) {
try {
// gets the current users team membership
var userId = Xrm.Page.context.getUserId().substr(1, 36);
var serverUrl = Xrm.Page.context.getServerUrl();
var oDataEndpointUrl = serverUrl + "/XRMServices/2011/OrganizationData.svc/";
oDataEndpointUrl += "TeamMembershipSet?$filter=SystemUserId eq guid' " + userId + " ' and TeamId eq guid' " + teamToCheckId + " '";
var service = GetRequestObject();
if (service != null) {
service.open("GET", oDataEndpointUrl, false);
service.setRequestHeader("X-Requested-Width", "XMLHttpRequest");
service.setRequestHeader("Accept", "application/json,text/javascript, */*");
service.send(null);
var requestResults2 = eval('(' + service.responseText + ')').d;
if (requestResults2 != null && requestResults2.results.length > 0) {
return requestResults2.results;
}
}
}
catch (ex2)
{ alert(ex2.message); }
}
function GetRequestObject() {
if (window.XMLHttpRequest) {
return new window.XMLHttpRequest;
} else {
try {
return new ActiveXObject("MSXML2.XMLHTTP.3.0");
} catch (ex) {
return null;
}
}
}
for more details:
http://microsoftcrmkartik.blogspot.com/2013/05/get-current-users-teams-in-crm-2011.html
Tuesday, July 1, 2014
MS CRM- Retrieve Records in N:N Relationship
//The relationship schema
string relationshipName = "new_account_new_contact";
//Create a query that will check to see if the relationship already exists between contacts related to the Account
QueryExpression query1 = new QueryExpression(relationshipName)
{
NoLock = true,
ColumnSet = new ColumnSet(true),//only get the row ID, since we don't need any actual values
Criteria =
{
Filters =
{
new FilterExpression
{
// FilterOperator = LogicalOperator.And,
Conditions =
{
//Get the row for the relationship where the account and contact are the account
new ConditionExpression("accountid", ConditionOperator.Equal, entity.Id),
},
},
}
}
};
EntityCollection retrievedRelations = service.RetrieveMultiple(query1);
EntityReferenceCollection existingContactsList = new EntityReferenceCollection();
foreach (Entity retrievedRelation in retrievedRelations.Entities)
{
EntityReference existingContact = new EntityReference("contact", (Guid)retrievedRelation .Attributes["contactid"]);
existingContactsList.Add(existingContact );
}
service.Associate("account", newAccountId, new Relationship(relationshipName), existingContactsList);
string relationshipName = "new_account_new_contact";
//Create a query that will check to see if the relationship already exists between contacts related to the Account
QueryExpression query1 = new QueryExpression(relationshipName)
{
NoLock = true,
ColumnSet = new ColumnSet(true),//only get the row ID, since we don't need any actual values
Criteria =
{
Filters =
{
new FilterExpression
{
// FilterOperator = LogicalOperator.And,
Conditions =
{
//Get the row for the relationship where the account and contact are the account
new ConditionExpression("accountid", ConditionOperator.Equal, entity.Id),
},
},
}
}
};
EntityCollection retrievedRelations = service.RetrieveMultiple(query1);
EntityReferenceCollection existingContactsList = new EntityReferenceCollection();
foreach (Entity retrievedRelation in retrievedRelations.Entities)
{
EntityReference existingContact = new EntityReference("contact", (Guid)retrievedRelation .Attributes["contactid"]);
existingContactsList.Add(existingContact );
}
service.Associate("account", newAccountId, new Relationship(relationshipName), existingContactsList);
Associate/Disassociate plugin messages in CRM
http://rajeevpentyala.wordpress.com/2013/04/17/associatedisassociate-plugin-messages-in-crm/
Plugin to associate a record
http://msdynamicscrmblog.wordpress.com/2013/04/29/associate-and-disassociate-many-to-many-relationship-records-using-c-in-microsoft-dynamics-crm-2011/
how to use AssociateRequest
http://mileyja.blogspot.com/2011/05/how-to-use-associate-requests-to.html
Wednesday, May 21, 2014
Hide Sitemap Areas Based On Security Roles in MS CRM
Q:
in MS CRM, I would like to show only Sales area to the sales team, Marketing area to Marketing team and
Service area to service team, how..?
A: create a custom
entity ,Add it to all the subareas with “read” privilage. In the site
map.remove the read permission with newly created security role & apply the
role for the user.
For
more details:
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