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Format date fields in CRM

Special thanks to Andriy a33ik Butenko for this post.

// Formats the date into a certain format
Date.prototype.Format = function(format)
{
var d = this;
var f = "";
f = f + format.replace( /dd|mm|yyyy|MM|hh|ss|ms|APM|\s|\/|\-|,|\./ig ,
function match()
{
switch(arguments[0])
{
case "dd":
var dd = d.getDate();
return (dd <>
case "mm":
var mm = d.getMonth() + 1;
return (mm <>
case "yyyy": return d.getFullYear();
case "hh":
var hh = d.getHours();
return (hh <>
case "MM":
var MM = d.getMinutes();
return (MM <>
case "ss":
var ss = d.getSeconds();
return (ss <>
case "ms": return d.getMilliseconds();
case "APM":
var apm = d.getHours();
return (apm <>
default: return arguments[0];
}
});

return f;
}

// Formats the date to CRM format
Date.prototype.toCRMFormat = function()
{
var d = this;
var f = d.Format("yyyy-mm-ddThh:MM:ss+" + (-d.getTimezoneOffset()/60) + ":00");

return f;
}

Change attachment file limit

More details about this issue can be found here: http://rahulsalunkhe.wordpress.com/2010/08/26/increasing-the-crm-4-0-attachment-size-limit . This should work under CRM 2011 as well.

CRM Usage Report

A very nice thread about this issue, written by David Jennaway - MVP, can be found here.

Generate a new Guid in JavaScript

As easy as that :)

// Generate new Guid
function Hexa4()
{
return (((1+Math.random())*0x10000)|0).toString(16).substring(1);
}
function GenerateGuid()
{
return (Hexa4()+Hexa4()+"-"+Hexa4()+"-"+Hexa4()+"-"+Hexa4()+"-"+Hexa4()+Hexa4()+Hexa4()).toUpperCase();
}

// USE
var guid = GenerateGuid();
alert(guid);

Create a custom filtered lookup view in runtime - CRM 2011

Starting CRM 2011 you can filter a certain lookup view based on related entities or other system/custom views. But sometimes this is not enough. For example, if you wanna make a custom filtered view, that uses several filters, you can use the following approach.

Starting scenario (all of the completed lookup fields will be used as filters):


// *** ALL IN 1 CODE ***
// Structs
var FilterBy = MakeStruct("SchemaName Operator Value");
var ViewColumn = MakeStruct("SchemaName Width");

// Advanced Filtered Lookup
function AdvancedFilteredLookup(lookupSchemaName, viewId, entityName, primaryKeyName, primaryFieldName, viewDisplayName, filterBy, orderBy, viewColumns)
{
var fetchXml = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>" +
"<entity name='" + entityName + "'>" +
"<attribute name='" + primaryFieldName + "' />" +
"<order attribute='" + orderBy + "' descending='false' />" +
"<filter type='and'>" +
"<filter type='and'>";
for(var i=0; i< filterBy.length; i++)
fetchXml += "<condition attribute='" + filterBy[i].SchemaName + "' operator='" + filterBy[i].Operator + "' value='" + filterBy[i].Value + "' />";
fetchXml += "</filter></filter></entity></fetch>";

var layoutXml = "<grid name='resultset' " +
"object='1' " +
"jump='name' " +
"select='1' " +
"icon='1' " +
"preview='1'>" +
"<row name='result' " +
"id='" + primaryKeyName + "'>";
for(var i=0; i< viewColumns.length; i++)
layoutXml += "<cell name='" + viewColumns[i].SchemaName + "' width='" + viewColumns[i].Width.toString() + "' />";
layoutXml += "</row></grid>";

try {
var lookupControl = Xrm.Page.ui.controls.get(lookupSchemaName);
lookupControl.addCustomView(viewId, entityName, viewDisplayName, fetchXml, layoutXml, true);
}
catch(err) {
}
}

// USE - we gonna create a custom filtered lookup view for the new_productid lookup field
// Note: this function should be called on the OnChange() event of all the filter-fields (for example: new_type1id)
function FilterProducts()
{
try {
// Parameters
var customViewId = "{FD140AAF-4DF4-11DD-BD17-0019B9312238}"; // new id
var customViewName = "Type Filtered Products";
var lookupFieldName = "new_productid";
var entityName = "product";
var primaryKeyName = "productid";
var primaryFieldName = "name";
var orderBy = "name";

// Generate Filters
var type1id = crmForm.all.item("nov_type1id").DataValue != null ? crmForm.all.item("nov_type1id").DataValue[0].id : null;
var type2id = crmForm.all.item("nov_type2id").DataValue != null ? crmForm.all.item("nov_type2id").DataValue[0].id : null;
var type3id = crmForm.all.item("nov_type3id").DataValue != null ? crmForm.all.item("nov_type3id").DataValue[0].id : null;
var type4id = crmForm.all.item("nov_type4id").DataValue != null ? crmForm.all.item("nov_type4id").DataValue[0].id : null;
var clientneedid = crmForm.all.item("nov_clientneedid").DataValue != null ? crmForm.all.item("nov_clientneedid").DataValue[0].id : null;
var vendorid = crmForm.all.item("nov_vendorid").DataValue != null ? crmForm.all.item("nov_vendorid").DataValue[0].id : null;
var filters = new Array();
var index = 0;
if(type1id != null)
filters[index++] = new FilterBy("new_type1id", LogicalOperator.Eq, type1id);
if(type2id != null)
filters[index++] = new FilterBy("new_type2id", LogicalOperator.Eq, type2id);
if(type3id != null)
filters[index++] = new FilterBy("new_type3id", LogicalOperator.Eq, type3id);
if(type4id != null)
filters[index++] = new FilterBy("new_type4id", LogicalOperator.Eq, type4id);
if(clientneedid != null)
filters[index++] = new FilterBy("new_clientneedid", LogicalOperator.Eq, clientneedid);
if(vendorid != null)
filters[index++] = new FilterBy("nov_vendorid", LogicalOperator.Eq, vendorid);

// View Columns
var viewColumns = [new ViewColumn("name", 200), new ViewColumn("productnumber", 100), new ViewColumn("new_type1id", 100), new ViewColumn("new_type2id", 100), new ViewColumn("new_type3id", 100), new ViewColumn("new_type4id", 100), new ViewColumn("new_clientneedid", 100), new ViewColumn("nov_vendorid", 100)];

// Create Dynamics View
AdvancedFilteredLookup(lookupFieldName, customViewId, entityName, primaryKeyName, primaryFieldName, customViewName, filters, orderBy, viewColumns);

// Clear Previous Product Value
crmForm.all.item(lookupFieldName).DataValue = null;
}
catch(err) {
}
}

And now, the custom filtered lookup view for the new_productid lookup field will look like this:


Hope you'll find this article useful.

P.S.: In my opinion, filtering a lookup this way is a lot more efficient than altering the lookupsingle.aspx file (the unsupported method used in CRM 4.0) ;)

Creating records in CRM 2011 using JavaScript

Using the CRM Web Service, you can create new entity records, just using JavaScript. The following code demonstrates this:

// Make Struct
function MakeStruct(names) {
var names = names.split(' ');
var count = names.length;
function constructor() {
for (var i = 0; i < count; i++) {
this[names[i]] = arguments[i];
}
}
return constructor;
}

// CRM Field Struct
var CRMField = MakeStruct("SchemaName Value");

// Call Crm Service
function CallCrmService(soapBody, method)
{
try {
var xmlHttpRequest = new ActiveXObject("Msxml2.XMLHTTP");
xmlHttpRequest.Open("POST", '/mscrmservices/2007/CrmService.asmx', false);
xmlHttpRequest.setRequestHeader("SOAPAction", 'http://schemas.microsoft.com/crm/2007/WebServices/' + method);
xmlHttpRequest.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
var xml = "<?xml version=\"1.0\" encoding=\"utf-8\"?>" +
"<soap:Envelope xmlns:soap=\'http://schemas.xmlsoap.org/soap/envelope/\' xmlns:xsi=\'http://www.w3.org/2001/XMLSchema-instance\' xmlns:xsd=\'http://www.w3.org/2001/XMLSchema\'>" +
GenerateAuthenticationHeader() + "<soap:Body>" + soapBody + "</soap:Body></soap:Envelope>";
xmlHttpRequest.setRequestHeader("Content-Length", xml.length);
xmlHttpRequest.send(xml);

var resultXml = xmlHttpRequest.responseXML;
var errorCount = resultXml.selectNodes('//error').length;

if (errorCount != 0) {
var msg = resultXml.selectSingleNode('//description').nodeTypedValue;
alert(msg);

return null;
}

return resultXml;
}
catch(err) {
}

return null;
}

// Create Record
function CreateRecord(entityName, fields)
{
try {
var resultArray = new Array();
var attributesList = '';

for(var i = 0; i < fields.length; i++)
attributesList += "<" + fields[i].SchemaName + ">" + fields[i].Value + "</"+fields[i].SchemaName+">";
}

var xml = "<Create xmlns='http://schemas.microsoft.com/crm/2007/WebServices'><entity xsi:type='"+entityName+"'>" + attributesList + "</entity></Create>";
var resultXml = CallCrmService(xml, 'Create');

if (resultXml) {
var newid = resultXml.selectSingleNode('//CreateResult').nodeTypedValue;
return newid;
}
}
catch(err) {
}

return null;
}

// USE
// Create new Contact
function CreateContact()
{
var fields = [new CRMField('firstname', 'Cornel'), new CRMField('lastname, 'Croitoriu')];
return CreateRecord('contact', fields); // return new contact id
}

// Create new Annotation
function CreateAnnotation(parentEntityName, parentEntityId, title, text)
{
var fields = [new CRMField('objecttypecode', parentEntityName), new CRMField('objectid', parentEntityId), new CRMField('subject', title), new CRMField('notetext', text), new CRMField('isdocument', false), new CRMField("mimetype", "text/html")];
return CreateRecord('annotation', fields); // return new note id
}

// Example
CreateAnnotation('opportunity', 'FD140AAF-4DF4-11DD-BD17-0019B9312238', 'dynamic generated note', 'text goes here...');

Microsoft Dynamics CRM 2011 Online Global Availability

Microsoft Dynamics CRM 2011 goes international: 40 countries, 41 languages. Click here for more details.

Set a lookup value in CRM 2011

// Sets the lookup value for a certain field
function SetLookupValue(fieldName, id, name, entityType) {
if(fieldName != null) {
var lookupValue = new Array();
lookupValue[0] = new Object();
lookupValue[0].id = id;
lookupValue[0].name = name;
lookupValue[0].entityType = entityType;

Xrm.Page.getAttribute(fieldName).setValue(lookupValue);
}
}

// USE
SetLookupValue("new_blogid", "{FD140AAF-4DF4-11DD-BD17-0019B9312238}", "CRM Stuff", "new_blog");

JavaScript structures

Here's a brief example of how to create structures in JavaScript. We'll use this function a lot from now on in our code.

// Make Struct
function MakeStruct(names) {
var names = names.split(' ');
var count = names.length;
function constructor() {
for (var i = 0; i < count; i++) {
this[names[i]] = arguments[i];
}
}
return constructor;
}

// Use
// Declaring the struct
var Person = MakeStruct("ID FirstName LastName Email");
// Instance
var person1 = new Person(21, "Cornel", "Croitoriu", "cscmediadesign@yahoo.com");

Hope you'll find this useful ;)

CRM Stuff - 4 years together

CRM Stuff has reached its 4th anniversary. I'd like to thank the community for all the support, comments, ideas, suggestions and thoughts.

Best of luck,
Cornel
CRM Stuff

CRM 2011 Custom Form Button

Using some of the basic DOM vs JavaScript capabilities, you can use the following code to dynamically generate a custom button for your CRM Form in Microsoft Dynamics CRM 2011 (scroll to the end of this post to see an example of how to use it). The button will look just like the ones in the toolbar.
All you need is a random CRM field (the type doesn't matter) to host the button (the original field content will be hidden). Also, you'll need a custom function to pass for the onclick event.
Note: the image you use for the button must be placed inside the %programfiles%\Microsoft Dynamics CRM\CRMWeb\_imgs\ico folder.

The final output looks like this:

And... here's the code masterpiece :)...

// CODE

// Create Dynamic Button for CRM 5
function CreateButtonCRM5(fieldName, buttonText, buttonWidth, iconName, clickEvent)
{
functiontocall=clickEvent;
crmForm.all.item(fieldName + "_c").style.display = "none";

var li = document.createElement("LI");
li.setAttribute('id', fieldName + 'LI');
li.setAttribute('className', 'ms-crm-Menu');
li.setAttribute('title', buttonText);
li.setAttribute('onclick', functiontocall);
li.setAttribute('onmousedown', push_custom_button);
li.setAttribute('onmouseup', release_custom_button);
li.style.width=buttonWidth;
li.style.cursor="hand";
li.style.textAlign="center";
li.style.overflow="hidden";

var span = document.createElement("span");
span.setAttribute('className', 'ms-crm-Menu-Label');
span.setAttribute('id', fieldName + 'Span');
span.style.cursor = "hand";
li.appendChild(span);
li.onmouseover = function() { span.setAttribute('className', 'ms-crm-Menu-Label-Hovered'); }
li.onmouseout = function() { span.setAttribute('className', 'ms-crm-Menu-Label'); }

var a = document.createElement("a");
a.setAttribute('id', fieldName + 'A');
a.setAttribute('className', 'ms-crm-Menu-Label');
a.onclick = function() { return false; }
a.setAttribute('target', '_self');
a.setAttribute('href', 'javascript:onclick();');
a.style.cursor = "hand";
span.appendChild(a);

var img = document.createElement("img");
img.setAttribute('id', fieldName + 'Img');
img.setAttribute('className', 'ms-crm-Menu-ButtonFirst');
img.setAttribute('src', '/_imgs/ico/' + iconName);
img.style.cursor = "hand";

var span2 = document.createElement("span");
span2.setAttribute('id', fieldName + 'Span2');
span2.setAttribute('className', 'ms-crm-MenuItem-TextRTL');
span2.innerText = buttonText;
span2.style.cursor = "hand";
a.appendChild(img);
a.appendChild(span2);

removeChildNodes(crmForm.all.item(fieldName + "_d"));
crmForm.all.item(fieldName + "_d").appendChild(li);
}

function push_custom_button()
{
window.event.srcElement.style.marginLeft="1px";
window.event.srcElement.style.marginTop="1px";
}

function release_custom_button()
{
window.event.srcElement.style.marginLeft="0px";
window.event.srcElement.style.marginTop="0px";
}

// USE
function CustomClickFunction()
{
alert("your code goes here...");
}

// Create the button, using the new_custombutton field as a container
CreateButtonCRM5('new_custombutton', 'Custom Button','100 px', '16_cancel.png', CustomClickFunction);


BONUS:
For the developers out there who are still using CRM 4.0, you can use the following function to generate a custom button, CRM styled, based on the same principles as previous article/function.

// Create Dynamic Button for CRM 4
function CreateButtonCRM4(fieldName, buttonText, buttonWidth, clickEvent)
{
functiontocall=clickEvent;
crmForm.all.item(fieldName + "_c").style.display = "none";

crmForm.all.item(fieldName).DataValue = buttonText;
crmForm.all.item(fieldName).style.borderRight="#3366cc 1px solid";
crmForm.all.item(fieldName).style.paddingRight="5px";
crmForm.all.item(fieldName).style.borderTop="#3366cc 1px solid";
crmForm.all.item(fieldName).style.paddingLeft="5px";
crmForm.all.item(fieldName).style.fontSize="11px";
crmForm.all.item(fieldName).style.backgroundImage="url(/_imgs/btn_rest.gif)";
crmForm.all.item(fieldName).style.borderLeft="#3366cc 1px solid";
crmForm.all.item(fieldName).style.width=buttonWidth;
crmForm.all.item(fieldName).style.cursor="hand";
crmForm.all.item(fieldName).style.lineHeight="18px";
crmForm.all.item(fieldName).style.borderBottom="#3366cc 1px solid";
crmForm.all.item(fieldName).style.backgroundRepeat="repeat-x";
crmForm.all.item(fieldName).style.fontFamily="Tahoma";
crmForm.all.item(fieldName).style.height="20px";
crmForm.all.item(fieldName).style.backgroundColor="#cee7ff";
crmForm.all.item(fieldName).style.textAlign="center";
crmForm.all.item(fieldName).style.overflow="hidden";
crmForm.all.item(fieldName).attachEvent("onmousedown",push_custom_button);
crmForm.all.item(fieldName).attachEvent("onmouseup",release_custom_button);
crmForm.all.item(fieldName).attachEvent("onclick",functiontocall);
crmForm.all.item(fieldName).contentEditable= false;
}

and the output: