in ms crm Archives - Microsoft Dynamics 365 Blog

Set only contact entity or only Account entity customer field lookup in case / Opportunity for ms crm

Microsoft Dynamics 365 — Fri, 11 Mar 2016 10:01:00 +0000

Set potential customer look up field to only for contact entity record.

By default out of the box functionality gave a pop up with two entity type -contact & account for customer lookup field ,
if your requirement is to set only contact or only account as entity it can be done using javascript as given below ,

Both Contact and Account are viewed by Default

Only Contact records are views

Only Contact is selected and read only

Both account and contact shown by default

function disableaccountfromcustomer() {

debugger;

//timeout of 1sec

setTimeout(function () {

debugger;

var getid = $(‘#customerid_i’); //customer field id contain account and contact both view

getid .attr(‘defaulttype’, ‘2’); // default advance find entity type to contact

getid .attr(‘lookuptypes’, ‘2’); //change lookup view to contact

}, 1000);

}

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The post Set only contact entity or only Account entity customer field lookup in case / Opportunity for ms crm appeared first on Microsoft Dynamics 365 Blog.

Insert Hyperlink in Email using workflow in ms crm 2013 , mscrm , Microsoft Dynamics CRM

Microsoft Dynamics 365 — Mon, 16 Nov 2015 16:00:00 +0000

Below are the steps to add hyperlink in Email using workflow in ms crm .

1. open workflow add Send Email Step

2. Now click on ICON to add details url etc.

Now hyperlink URL will be available in Email.

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The post Insert Hyperlink in Email using workflow in ms crm 2013 , mscrm , Microsoft Dynamics CRM appeared first on Microsoft Dynamics 365 Blog.

Get / Retrieve all Fields of an Entity in MSCRM using C# ( RetrieveEntityRequest )

Microsoft Dynamics 365 — Tue, 01 Sep 2015 12:46:00 +0000

Below Code Retrieve all Fields Of an Entity which can be used to perfore sevral execution Like bulk update of fields in an entity .

RetrieveEntityRequest aEntity = new RetrieveEntityRequest();

aEntity.LogicalName = entityLogicanName;

//only get published fields / attributes

aEntity.RetrieveAsIfPublished = true;

aEntity.EntityFilters = EntityFilters.All ;

RetrieveEntityResponse resp = (RetrieveEntityResponse)service.Execute(aEntity);

EntityMetadata getmetadata = resp.EntityMetadata;

var crmAttributes = getmetadata.Attributes;

attributes.Items.Clear();

foreach (var attr in crmAttributes)

{

// filter can be used to get only Custom fields / or System fields with change

if (attr.IsSecured == false && (attr.CanBeSecuredForUpdate == true || attr.CanBeSecuredForRead == true || attr.CanBeSecuredForCreate == true))

attributes.Items.Add(attr.LogicalName);

}

Hope This Helped You Thanks For the Support , If Any query or suggestion , please comment below

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The post Get / Retrieve all Fields of an Entity in MSCRM using C# ( RetrieveEntityRequest ) appeared first on Microsoft Dynamics 365 Blog.

Get Form Type And Save Modes using JavaScript in mscrm 2011 , mscrm 2013 , mscrm 2015

Microsoft Dynamics 365 — Wed, 10 Jun 2015 13:49:00 +0000

getSaveMode() : Its Return a value telling what was the save event of ms crm entity record ( like is it due to deactivation of form , manual save or save and close etc) below is the full list of events .

// Code
execObj.getEventArgs().getSaveMode();

Event Mode	Value
Save	1
Save and Close	2
Deactivate	5
Reactivate	6
Send (Email)	7
Disqualify (Lead)	15
Qualify (Lead)	16
Assign (user or team owned entities)	47
Save as Completed (Activities)	58
Save and New	59
AutoSave	70

getFormType() : Its Return a value Telling about form type of ms crm entity record ( Update , or create etc) , below is the full list of events.

// code
Xrm.Page.ui.getFormType();

Form Type	Value
Undefined	0
Create	1
Update	2
Read Only	3
Disabled	4
Quick Create	5
Bulk Edit	6
Read Optimized	11

Its very usefull when you want to restrict or allow any particular event in ms crm using javascript .

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The post Get Form Type And Save Modes using JavaScript in mscrm 2011 , mscrm 2013 , mscrm 2015 appeared first on Microsoft Dynamics 365 Blog.

Set Field Read Only Using JavaScript In MSCRM ( Lock Field in MS CRM )

Microsoft Dynamics 365 — Fri, 20 Feb 2015 10:19:00 +0000

Hey Below is the Code To Set a Attribute / field on form Read only (Lock) using JavaScript in MS CRM .

// Get Control of entity

Xrm.Page.ui.controls.get(“new_companyreference”);

// Now set the property to lock the field

ToBeReadOnlyControl.setDisabled(true);

Note : Xrm.Page.ui.controls.get(“new_companyreference”); by this we get full UI controls of the attribute / field by which we can set or get any ui property of that field .

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The post Set Field Read Only Using JavaScript In MSCRM ( Lock Field in MS CRM ) appeared first on Microsoft Dynamics 365 Blog.

GET AND SET VALUES FROM ONE ENTITY TO ANOTHER ENTITY USING PLUGIN IN MSCRM 2011 , 2013

Microsoft Dynamics 365 — Fri, 14 Feb 2014 08:07:00 +0000

using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using System.Runtime.Serialization;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;

namespace elite_employee
{
    public class Class1 : IPlugin
    {
        public void Execute(IServiceProvider serviceProvider)
        {
            IPluginExecutionContext context = (IPluginExecutionContext)
             serviceProvider.GetService(typeof(IPluginExecutionContext));
            IOrganizationServiceFactory serviceFactory =
(IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
            IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);

            new_bankreconciliation reconcil = (new_bankreconciliation)service.Retrieve(new_bankreconciliation.EntityLogicalName, context.PrimaryEntityId, new ColumnSet(true));
            if (reconcil.new_BankAccount != null)
            {
                Guid bank = reconcil.new_BankAccount.Id;

                New_bank bk = (New_bank)service.Retrieve(New_bank.EntityLogicalName, bank, new ColumnSet(true));
                reconcil.new_BalanceLastStatement = bk.New_Balance;
                reconcil.new_StatementEndingBalance = bk.new_BalanceLastStatement;
                service.Update(reconcil);
            }
        }
    }
}

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The post GET AND SET VALUES FROM ONE ENTITY TO ANOTHER ENTITY USING PLUGIN IN MSCRM 2011 , 2013 appeared first on Microsoft Dynamics 365 Blog.