Microsoft Dynamics CRM 2011

Ribbon Customization Part 11:Enable,Disable Ribbon button based on Security Role

2012-05-07T11:06:00.002-07:00

After a small gap I am blogging again, as I have there there is a requirement for the ribbon controls to he shown depending on the security role.
So in this post I am going to show a custom button, in the Case homepage grid under the Actions group. and I will make this button to be enabled only when the user with the “System Admin”role has logged in and I don’t enable this button for the rest of the users. << and also this button has the functionality for the Resolve Case>>
Steps to follow

Create a solution
Add the entity ‘case’
Add a Javascript webresource with the following code and named as ‘CommonLibrabry’

function UserHasRole(roleName) {

    var serverUrl = Xrm.Page.context.getServerUrl();

    var oDataEndpointUrl = serverUrl + "/XRMServices/2011/OrganizationData.svc/";

    oDataEndpointUrl += "RoleSet?$top=1&$filter=Name eq '" + roleName + "'";

    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 requestResults = eval('(' + service.responseText + ')').d;

        if (requestResults != null && requestResults.results.length == 1) {

            var role = requestResults.results[0];

            var id = role.RoleId;

            var currentUserRoles = Xrm.Page.context.getUserRoles();

            for (var i = 0; i < currentUserRoles.length; i++) {

                var userRole = currentUserRoles[i];

                if (GuidsAreEqual(userRole, id)) {

                    return true;

    return false;

function GetRequestObject() {

    if (window.XMLHttpRequest) {

        return new window.XMLHttpRequest;

    else {

        try {

            return new ActiveXObject("MSXML2.XMLHTTP.3.0");

        catch (ex) {

            return null;

function GuidsAreEqual(guid1, guid2) {

    var isEqual = false;

    if (guid1 == null || guid2 == null) {

        isEqual = false;

    else {

        isEqual = guid1.replace(/[{}]/g, "").toLowerCase() == guid2.replace(/[{}]/g, "").toLowerCase();

    return isEqual;

function callMain() {

if(UserHasRole("System Administrator"))

return true;

else

return false;

Export the solution
Unzip the solution
Edit the customization
Add the below custom action to display the button under the –Actions Group in the HomepageGrid

<CustomAction Id ="sample.HomepageGrid.incident.MainTab.Actions.CustomAction"

Location ="Mscrm.HomepageGrid.incident.MainTab.Actions.Controls._children"

                       Sequence ="10">

          <CommandUIDefinition>

              <Button Id="sample.HomepageGrid.incident.MainTab.Actions.Button"

                      Command="sample.HomepageGrid.incident.MainTab.Actions.Command"

                      LabelText="$LocLabels:sample.HomepageGrid.incident.MainTab.Actions.LabelText"

                      ToolTipTitle="$LocLabels:sample.HomepageGrid.incident.MainTab.Actions.LabelText"

                      ToolTipDescription="$LocLabels:sample.HomepageGrid.incident.MainTab.Actions.ToolTip"

                      TemplateAlias="o1"

                      Image16by16="/_imgs/ribbon/AddEmail_16.png"

                      Image32by32="/_imgs/ribbon/Email_32.png" />

          </CommandUIDefinition>

        </CustomAction>

Define the command definition., basically this button has the functionality of << Resolving a case>>

this will enable when only one record is selected in the Grid and also if the user has the ‘System Administrator” Role

<CommandDefinition Id="sample.HomepageGrid.incident.MainTab.Actions.Command">

           <EnableRules>

             <EnableRule Id="Mscrm.CustomcheckRole" />

             <EnableRule Id="Mscrm.SelectionCountExactlyOne" />

             <EnableRule Id="Mscrm.VisualizationPaneNotMaximized" />

           </EnableRules>

           <DisplayRules>

             <DisplayRule Id="Mscrm.CanChangeIncidentForm" />

           </DisplayRules>

           <Actions>

             <JavaScriptFunction FunctionName="Mscrm.IncidentActions.resolveCase" Library="/_static/_common/scripts/ribbonactions.js">

               <CrmParameter Value="FirstSelectedItemId" />

               <CrmParameter Value="SelectedControl" />

             </JavaScriptFunction>

           </Actions>

         </CommandDefinition>

Provide the appropriate Display rule as well as the Enable rules as shown below

<DisplayRules>

           <DisplayRule Id="Mscrm.CanChangeIncidentForm">

             <EntityPrivilegeRule EntityName="incident" PrivilegeType="Write" PrivilegeDepth="Basic" />

             <EntityPrivilegeRule EntityName="incident" PrivilegeType="AppendTo" PrivilegeDepth="Basic" />

             <EntityPrivilegeRule EntityName="activitypointer" PrivilegeType="Create" PrivilegeDepth="Basic" />

             <EntityPrivilegeRule EntityName="activitypointer" PrivilegeType="Append" PrivilegeDepth="Basic" />

           </DisplayRule>

         </DisplayRules>

         <EnableRules>

           <EnableRule Id="Mscrm.SelectionCountExactlyOne">

             <SelectionCountRule Minimum="1" Maximum="1" AppliesTo="SelectedEntity" />

           </EnableRule>

           <EnableRule Id="Mscrm.VisualizationPaneNotMaximized">

             <CustomRule FunctionName="Mscrm.RibbonActions.disableButtonsWhenChartMaximized"

         Library="/_static/_common/scripts/RibbonActions.js">

               <CrmParameter Value="SelectedControl" />

             </CustomRule>

           </EnableRule>

           <EnableRule Id="Mscrm.CustomcheckRole">

             <CustomRule FunctionName="callMain"

 Library="$webresource:new_CommonLibrary">

             </CustomRule>

           </EnableRule>

         </EnableRules>

Provide the locales as shown below

<LocLabels>

         <LocLabel Id="sample.HomepageGrid.incident.MainTab.Actions.LabelText">

           <Titles>

             <Title languagecode="1033"

                     description="Custom Button1" />

           </Titles>

         </LocLabel>

         <LocLabel Id="sample.HomepageGrid.incident.MainTab.Actions.ToolTip">

           <Titles>

             <Title languagecode="1033"

                     description="Custom Button1" />

           </Titles>

         </LocLabel>

       </LocLabels>

The screenshot appears as shown below. when I logged with a user having system Admin role
The screenshot appears as shown below. when I logged with a user who doesn’t have system Admin role
The entire source code can be downloaded from here
Happy learning

Sending Email using Email Template in CRM 2011

2012-04-20T13:40:00.002-07:00

Hi,
Here is the sample code to send an Email using Email template name.

Before start below are few keywords

Template Name   (i.e., Name of the Template)

Regarding Id        (i.e., GUID of the entity record which template associated with)

Regarding Type   (i.e., Logical name of the entity which template associated with)

ActivityParty[]     (i.e., Sender & Receivers Can be Users/Contacts/Accounts/Leads)

IOrganizationService crmService

public void SendEmailUsingTemplate(IOrganizationService crmService,
ActivityParty[] fromParty, ActivityParty[] toParty,
string templateName,
Guid regardingId, string regardingType)
{
try
{
// Create e-mail message.
var email = new Email
{
To = toParty,
From = fromParty,
DirectionCode = true
};
if (!string.IsNullOrEmpty(templateName))
{
Guid templateId = Guid.Empty;
// Get Template Id by Name
Entity template = GetTemplateByName(crmService, templateName);
if (template != null && template.Id != null)
{
var emailUsingTemplateReq = new SendEmailFromTemplateRequest
{
Target = email.ToEntity<Entity>(),
TemplateId = template.Id,
RegardingId = regardingId,
RegardingType = regardingType
};
var emailUsingTemplateResp = (SendEmailFromTemplateResponse)crmService.Execute(emailUsingTemplateReq);
}
else
{
// “****No email template exists with the given name ****”);
}
}
}
catch (Exception ex)
{
throw;
}
}

private Entity GetTemplateByName(string title, IOrganizationService crmService)
{
var query = new QueryExpression();
query.EntityName = Template.EntityLogicalName;
var filter = new FilterExpression();
var condition1 = new ConditionExpression(“title”, ConditionOperator.Equal, new object[] { title });
filter.AddCondition(condition1);
query.Criteria = filter;
EntityCollection allTemplates = crmService.RetrieveMultiple(query);
Entity emailTemplate = new Template();
if (allTemplates.Entities.Count > 0) {
emailTemplate = allTemplates.Entities[0];
}
return emailTemplate;
}

How Do I call this method -

Prepare From and To Users/Contacts/Accounts
Pass Service,Template Name,Regarding details

// Prepare “From” activity parties
var from = new ActivityParty
{
PartyId = new EntityReference(SystemUser.EntityLogicalName, {GUID of User})
};
var fromParty = new[] { from };
// Prepare “To” activity parties
var to = new ActivityParty
{
PartyId = new EntityReference(SystemUser.EntityLogicalName, {GUID of User})
};
var toParty = new[] { to };
var orgProxy = new OrganizationServiceProxy(organizationUri, homeRealmUri, credentials, null);
IOrganizationService orgnaizationService = orgProxy;
Guid regardingntityId={GUID of record} // Ex – Guid of contact
string regardingEntityName = “contact” // Logical name ‘contact’
SendEmailUsingTemplate(orgnaizationService , fromParty, toParty, “templateName”, regardingntityId, regardingEntityName);

Hope it helps

Microsoft Dynamics CRM 2011 : How to send Email Notificaiton on Record Sharing?

2012-04-14T03:08:00.001-07:00

Solution: Workflows are very useful in Microsoft Dynamics CRM 2011, can be used to send automated email messages, create, update, assign records etc.. but can only be triggered on record creation, status change, assignment, attribute change and deletion and what if it is required to trigger workflow on entity SDK message processing i.e. record sharing etc. For such requirements, i am taking an example of sending email notifications on lead record sharing, You can follow the steps below for sending email notification on lead record sharing.

1. Create two new attributes in lead entity

a. new_IsSharedRecord (Type = Bit/Two Options)

b. new_LastSharedDateTime (Type = DateTime)

2. Create plugin that will be triggered on “GrantAccess” message of lead entity and update “new_isSharedRecord” attribute value to “True” and also store current system date time in “new_LastSharedDateTime”

3. Create new workflow that will be triggered when “new_isSharedRecord” attribute value will be changed

4. Check if attribute “new_isSharedRecord” = true then execute below steps

a. Update attribute value “new_isSharedRecord” = false

b. Send email message

Plugin Code Download URL

[Plugin Code]

using System;

using System.Collections.Generic;

using System.Linq;

using System.Text;

using Microsoft.Xrm.Sdk;

using Microsoft.Xrm.Sdk.Metadata;

using Microsoft.Crm.Sdk;

namespace wod.Crm.LeadShareAlert

{

public class wodPlugin : IPlugin

{

public void Execute(IServiceProvider serviceProvider)

{

// Obtain the execution context from the service provider.

Microsoft.Xrm.Sdk.IPluginExecutionContext context = (Microsoft.Xrm.Sdk.IPluginExecutionContext)

serviceProvider.GetService(typeof(Microsoft.Xrm.Sdk.IPluginExecutionContext));

IOrganizationServiceFactory wod_serviceFactory = null;

IOrganizationService wod_CrmService = null;

try

{

wod_serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));

wod_CrmService = wod_serviceFactory.CreateOrganizationService(context.UserId);

if (context.InputParameters.Contains("Target")

&& context.InputParameters["Target"] is EntityReference)

{

switch (context.MessageName)

{

case "GrantAccess":

EntityReference wod_PluginEntity = (EntityReference)context.InputParameters["Target"];

if (wod_PluginEntity.LogicalName == "lead")

{

Entity wodLead = new Entity(wod_PluginEntity.LogicalName);

wodLead.Attributes.Add("leadid", wod_PluginEntity.Id);

wodLead.Attributes.Add("new_issharedrecord", true);

wodLead.Attributes.Add("new_lastshareddatetime", DateTime.Now);

wod_CrmService.Update(wodLead);

}

break;

}

catch (System.Web.Services.Protocols.SoapException ex)

{

throw new InvalidPluginExecutionException(ex.Detail.InnerText);

}

catch (Exception ex)

{

throw new InvalidPluginExecutionException(ex.Message);

}

Originaly posted on: http://worldofdynamics.blogspot.com/2011/05/scenario-on-record-sharing-sending.html

Get Picklist ,Status , State Lable Value

2012-04-13T11:54:00.005-07:00

Get OptionSet Lable Value
function call :
GetOptionsSetTextOnValue(service, Opportunity.EntityLogicalName, “opportunityratingcode”, ((OptionSetValue)_entityOpp.Attributes["opportunityratingcode"]).Value);

 private string GetOptionsSetTextOnValue(IOrganizationService service, string entityName, string attributeName, int selectedValue)
        {

            RetrieveAttributeRequest retrieveAttributeRequest = new
            RetrieveAttributeRequest
            {

                EntityLogicalName = entityName,

                LogicalName = attributeName,

                RetrieveAsIfPublished = true

            };
            // Execute the request.
            RetrieveAttributeResponse retrieveAttributeResponse = (RetrieveAttributeResponse)service.Execute(retrieveAttributeRequest);
            // Access the retrieved attribute.

            Microsoft.Xrm.Sdk.Metadata.PicklistAttributeMetadata retrievedPicklistAttributeMetadata = (Microsoft.Xrm.Sdk.Metadata.PicklistAttributeMetadata)

            retrieveAttributeResponse.AttributeMetadata;// Get the current options list for the retrieved attribute.
            OptionMetadata[] optionList = retrievedPicklistAttributeMetadata.OptionSet.Options.ToArray();
            string selectedOptionLabel = string.Empty;
            foreach (OptionMetadata oMD in optionList)
            {
                if (oMD.Value == selectedValue)
                {
                    selectedOptionLabel = oMD.Label.UserLocalizedLabel.Label;

                }

            }
            return selectedOptionLabel;
        }

Get State Lable Value

private string GetStateTextOnValue(IOrganizationService service, string entityName, string attributeName, int selectedValue)
        {

            RetrieveAttributeRequest retrieveAttributeRequest = new
            RetrieveAttributeRequest
            {

                EntityLogicalName = entityName,

                LogicalName = attributeName,

                RetrieveAsIfPublished = true

            };
            // Execute the request.
            RetrieveAttributeResponse retrieveAttributeResponse = (RetrieveAttributeResponse)service.Execute(retrieveAttributeRequest);
            // Access the retrieved attribute.

            AttributeMetadata attrMetadata =
        (AttributeMetadata)retrieveAttributeResponse.AttributeMetadata;// Get the current options list for the retrieved attribute.

            // Cast the AttributeMetadata to StatusAttribute data
            StateAttributeMetadata statusAttrMetadata =
                (StateAttributeMetadata)attrMetadata;

            string selectedOptionLabel = string.Empty;
            foreach( StateOptionMetadata statusMeta in
    statusAttrMetadata.OptionSet.Options)
            {
                if (statusMeta.Value == selectedValue)
                {
                    selectedOptionLabel = statusMeta.Label.UserLocalizedLabel.Label;

                }

            }
            return selectedOptionLabel;
        }

Get Status Lable Value

private string GetStatusTextOnValue(IOrganizationService service, string entityName, string attributeName, int selectedValue)
        {

            RetrieveAttributeRequest retrieveAttributeRequest = new
            RetrieveAttributeRequest
            {

                EntityLogicalName = entityName,

                LogicalName = attributeName,

                RetrieveAsIfPublished = true

            };
            // Execute the request.
            RetrieveAttributeResponse retrieveAttributeResponse = (RetrieveAttributeResponse)service.Execute(retrieveAttributeRequest);
            // Access the retrieved attribute.

            AttributeMetadata attrMetadata =
        (AttributeMetadata)retrieveAttributeResponse.AttributeMetadata;// Get the current options list for the retrieved attribute.

            // Cast the AttributeMetadata to StatusAttribute data
            StatusAttributeMetadata statusAttrMetadata =
                (StatusAttributeMetadata)attrMetadata;

            string selectedOptionLabel = string.Empty;
            foreach (StatusOptionMetadata statusMeta in
    statusAttrMetadata.OptionSet.Options)
            {
                if (statusMeta.Value == selectedValue)
                {
                    selectedOptionLabel = statusMeta.Label.UserLocalizedLabel.Label;

                }

            }
            return selectedOptionLabel;
        }

Get Opportunity Task Information using FetechXML

2012-04-13T11:54:00.002-07:00

private EntityCollection GetOpportunityTaskCollections(IOrganizationService service, Guid _opportunityid)
        {
            string fxml =
                @"<fetch mapping='logical' version='1.0'>" +
                 "<entity name='task'>" +
                  "<attribute name='activityid' />" +
                  "<attribute name='description' />" +
                  "<attribute name='ownerid' />" +
                  "<attribute name='scheduledend' />" +
                  "<attribute name='statecode' />" +
                  "<attribute name='subject' />" +
                      "<filter>" +
                                "<condition attribute='regardingobjectid' operator='eq' value='" + _opportunityid + "' />" +
                      "</filter>" +
                    "</entity>" +
                "</fetch>";

            FetchXmlToQueryExpressionRequest fxmlReq = new FetchXmlToQueryExpressionRequest() { FetchXml = fxml };
            FetchXmlToQueryExpressionResponse expression = (FetchXmlToQueryExpressionResponse)service.Execute(fxmlReq);

            var request = new RetrieveMultipleRequest { Query = expression.Query };
            EntityCollection entityList = ((RetrieveMultipleResponse)service.Execute(request)).EntityCollection;
            return entityList;

        }

CRM 2011 Javascript

2012-04-13T11:53:00.005-07:00

Xrm.Page

Xrm.Page is the new crmForm, or if you are just starting: Xrm.Page is the JavaScript
namespace where you can access CRM form UI Elements and fields.

Returns an attribute on the form:
Xrm.Page.getAttribute("field");

Returns a control on the form:
Xrm.Page.getControl("field");

Xrm.Page.ui

This namespace contains functions for manipulation of the form UI. This includes tabs, sections and fields.

Returns type of form like update, create, etc.:
Xrm.Page.ui.getFormType();

Returns width of view in pixels:
Xrm.Page.ui.getViewPortWidth();

Returns current active control:
Xrm.Page.ui.getCurrentControl();

Returns a control on the form:
Xrm.Page.ui.controls.get("field");

Returns the property of the tab:
Xrm.Page.ui.tabs.get("tabName");

Xrm.Page.context

The context object provides methods to retrieve information specific to an organization, a user, or parameters that were passed to the form in a query string.

Return the GUID of the current user:
Xrm.Page.context.getUserId();

Returns the current user role/roles.:
Xrm.Page.context.getUserRoles();

Returns whether a user is in the Outlook client.:
Xrm.Page.context.isOutlookClient();

To check the outlook client is online:
Xrm.Page.context.isOutlookOnline();

Returns the unique org name for the current active organization:
Xrm.Page.context.getOrgUniqueName();

Returns the url of the server.:
Xrm.Page.context.getServerUrl();

Returns the authentication header required to make SOAP calls.:
Xrm.Page.context.getAuthenticationHeader(); 

Returns the current Outlook theme chosen by the user
Xrm.Page.context.getCurrentTheme();

Returns the LCID value for the base language of the
Organization
Xrm.Page.context.getOrgLcid();

Returns an array of key value pairs representing the query
string arguments that were passed to the page
Xrm.Page.context.getQueryStringParameters();

Returns the LCID value that the user selected as their
preferred language
Xrm.Page.context.getUserLcid();

Prepends the organization name to the specified path
Xrm.Page.context.prependOrgName();

Xrm.Page.data.entity

Provides methods to retrieve information specific to the record displayed on the page, the save method and a collection of all the attributes included in the form

Returns the current entity's GUID:
Xrm.Page.data.entity.getId();

Returns the current entities schema/logical name.:
Xrm.Page.data.entity.getEntityName();

Forces a manual save of the entity:
Xrm.Page.data.entity.save();

Determines whether or not the form is dirty,
i.e. if there are any unsaved changes.:
Xrm.Page.data.entity.getIsDirty();

Returns the property of the tab:
Xrm.Page.ui.tabs.get("tabName");

Filter lookup values using javascript and fetchXml

2012-04-13T11:53:00.002-07:00

My requirement is to filter our lookup value when my picklist value change.

//call funtion on onload
function OnLoad() {
    filterLookup();
}

// call function on picklist onchange
function filterLookup() {
    //get defaul view id
    var defaultViewId = Xrm.Page.getControl("pms_timesheetperiod").getDefaultView();
    // Get the selected Account Id in the [accountFieldName] indicated control
    var fiscalYear = Xrm.Page.getAttribute("pms_fiscalyear").getValue();

    if (fiscalYear != null) {

        // use randomly generated GUID Id for our new view
        var viewId = "{1DFB2B35-B07C-44D1-868D-258DEEAB88E2}";
        var entityName = "pms_timesheetperiod";

        // give the custom view a name
        var viewDisplayName = "Active time sheet periods for " + fiscalYear + "";

        // find all contacts where [Parent Customer] = [Account indicated by AccountId]
        // AND where [Statecode] = Active
        var fetchXml = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>" +
                     "<entity name='pms_timesheetperiod'>" +
                     "<attribute name='pms_fiscalyear' />" +
                     "<attribute name='pms_name' />" +
                     "<filter type='and'>" +
                     "<condition attribute='pms_fiscalyear' operator='eq' value='" + fiscalYear + "' />" +
                     "</filter>" +
                     "</entity>" +
                     "</fetch>";

        // build Grid Layout
        var layoutXml = "<grid name='resultset' " +
                               "object='1' " +
                               "jump='pms_timesheetperiodid' " +
                               "select='1' " +
                               "icon='1' " +
                               "preview='1'>" +
                           "<row name='result' " +
                                "id='pms_timesheetperiodid'>" +
                             "<cell name='pms_fiscalyear' " +
                                   "width='200' />" +
                             "<cell name='pms_name' " +
                                   "width='250' />" +
                           "</row>" +
                         "</grid>";

        // add the Custom View to the indicated [lookupFieldName] Control
        Xrm.Page.getControl("pms_timesheetperiod").addCustomView(viewId, entityName, viewDisplayName, fetchXml, layoutXml, true);
    }
    else {
        // set default view id
        Xrm.Page.getControl("pms_timesheetperiod").setDefaultView(defaultViewId);
    }

Reassigning and Publishing Workflow

2012-04-13T11:52:00.005-07:00

In this article , I am unpublished workflow and assigned new userid
and again changing workflow state draft to published

public static void AssignAndPublishWorkflow(
ServerConnection.Configuration serverConfig,
Guid workflowid,Guid userid)
         {
             using(OrganizationServiceProxy serviceProxy =
new OrganizationServiceProxy(serverConfig.OrganizationUri,
serverConfig.HomeRealmUri,
                 serverConfig.Credntials,
serverConfig.DeviceCredentials))
                 {
                 IOrganization service = (IOrganization)serviceProxy;

                 //Unpulish th workflow
                 SetStateRequest unpubReq = new SetStateRequest();
                 unpubReq.EntityMoniker = new EntityReference("workflow",workflowid);
                 unpubReq.State = new OprionSetValue(0); //draft state
                 unpubReq.Status = new OprionSetValue(1); //draft status
                 SetStateResponse unpubResp = (SetStateResponse)service.Excute(unpubReq);

                 //assign the workflow to the new userid
                 AssignRequest assignReq = new AssignRequest();
                 assignReq.Target = new EntityReference("workflow",workflowid);
                 assignReq.Assignee = new EntityReference("systemuser",userid);
                 AssignResponse assignResp = (AssignResponse)service.Execute(assignReq);

                 //impersonate the new userid
                 serviceProxy.CallerId = userid;

                 //publish the workflow
                 SetStateRequest pubReq = new SetStateRequest();
                 pubReq.EntityMoniker = new EntityReference("workflow",workflowid);
                 pubReq.State = new OprionSetValue(1); //published state
                 pubReq.Status = new OprionSetValue(2); //published status
                 SetStateResponse pubResp = (SetStateResponse)service.Excute(pubReq);

             }
         }

Create, Update , Delete Record using Javascript

2012-04-13T11:52:00.002-07:00

Creating Contact entity record

// Prepare values for the new contact.
var firstname = "Navish";
var lastname = "Jain";
var donotbulkemail = "true";
var address1_stateorprovince = "CHD";
var address1_postalcode = "160036";
var address1_line1 = "#1429/2";
var address1_city = "Chandigarh";
var authenticationHeader = GenerateAuthenticationHeader();

// Prepare the SOAP message.
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'>" +
authenticationHeader +
"<soap:Body>" +
"<Create xmlns='http://schemas.microsoft.com/crm/2007/WebServices'>" +
"<entity xsi:type='contact'>" +
"<address1_city>" + address1_city + "</address1_city>" +
"<address1_line1>" + address1_line1 + "</address1_line1>" +
"<address1_postalcode>" + address1_postalcode + "</address1_postalcode>" +
"<address1_stateorprovince>" + address1_stateorprovince + "</address1_stateorprovince>" +
"<donotbulkemail>" + donotbulkemail + "</donotbulkemail>" +
"<firstname>" + firstname + "</firstname>" +
"<lastname>" + lastname + "</lastname>" +
"</entity>" +
"</Create>" +
"</soap:Body>" +
"</soap:Envelope>";
// Prepare the xmlHttpObject and send the request.
var xHReq = new ActiveXObject("Msxml2.XMLHTTP");
xHReq.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
xHReq.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/crm/2007/WebServices/Create");
xHReq.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
xHReq.setRequestHeader("Content-Length", xml.length);
xHReq.send(xml);
// Capture the result
var resultXml = xHReq.responseXML;

// Check for errors.
var errorCount = resultXml.selectNodes('//error').length;
if (errorCount != 0) {
    var msg = resultXml.selectSingleNode('//description').nodeTypedValue;
    alert(msg);
}

//XML with a CreateResponse element that returns the ID for the record created
<?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">
 <soap:Body>
  <CreateResponse xmlns="http://schemas.microsoft.com/crm/2007/WebServices">
   <CreateResult>368c8b1b-851c-dd11-ad3a-0003ff9ee217</CreateResult>
  </CreateResponse>
 </soap:Body>
</soap:Envelope>

Updating Contact Record

// Prepare variables for updating a contact.
var contactId = "89a7e456-8098-bb33-b345-0003gg9ff218";
var newAddressLine1 = "#1429/2";
var authenticationHeader = GenerateAuthenticationHeader();

// Prepare the SOAP message.
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'>" +
authenticationHeader +
"<soap:Body>" +
"<Update xmlns='http://schemas.microsoft.com/crm/2007/WebServices'>" +
"<entity xsi:type='contact'>" +
"<address1_line1>" + newAddressLine1 + "</address1_line1>" +
"<contactid>" + contactId + "</contactid>" +
"</entity>" +
"</Update>" +
"</soap:Body>" +
"</soap:Envelope>";
// Prepare the xmlHttpObject and send the request.
var xHReq = new ActiveXObject("Msxml2.XMLHTTP");
xHReq.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
xHReq.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/crm/2007/WebServices/Update");
xHReq.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
xHReq.setRequestHeader("Content-Length", xml.length);
xHReq.send(xml);
// Capture the result
var resultXml = xHReq.responseXML;

// Check for errors.
var errorCount = resultXml.selectNodes('//error').length;
if (errorCount != 0) {
    var msg = resultXml.selectSingleNode('//description').nodeTypedValue;
    alert(msg);
}

//XML that returns a UpdateResponse
<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">
 <soap:Body>
  <UpdateResponse xmlns="http://schemas.microsoft.com/crm/2007/WebServices" />
 </soap:Body>
</soap:Envelope>

Deleting Contact record

// Identify the contact to delete.
var contactid = "89a7e456-8098-bb33-b345-0003gg9ff218";
var authenticationHeader = GenerateAuthenticationHeader();

// Prepare the SOAP message.
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'>"+
authenticationHeader+
"<soap:Body>"+
"<Delete xmlns='http://schemas.microsoft.com/crm/2007/WebServices'>"+
"<entityName>contact</entityName>"+
"<id>"+contactid+"</id>"+
"</Delete>"+
"</soap:Body>"+
"</soap:Envelope>";
// Prepare the xmlHttpObject and send the request,
var xHReq = new ActiveXObject("Msxml2.XMLHTTP");
xHReq.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
xHReq.setRequestHeader("SOAPAction","http://schemas.microsoft.com/crm/2007/WebServices/Delete");
xHReq.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
xHReq.setRequestHeader("Content-Length", xml.length);
xHReq.send(xml);
// Capture the result,
var resultXml = xHReq.responseXML;

// Check for errors,
var errorCount = resultXml.selectNodes('//error').length;
if (errorCount != 0)
{
 var msg = resultXml.selectSingleNode('//description').nodeTypedValue;
 alert(msg);
}

//XML that returns a DeleteResponse
<?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">
 <soap:Body>
  <DeleteResponse xmlns="http://schemas.microsoft.com/crm/2007/WebServices" />
 </soap:Body>
</soap:Envelope>

using Date attribute with soap object in javascript

2012-04-13T11:51:00.003-07:00

Today I face some issue using date attribute with soap xml.
Below I am describing how I resolve issue and check date between two existing dates

Getting Date values using Soap XML

function serviceDate() {
    var lookupObject = Xrm.Page.getAttribute("pms_timesheet");
    if (lookupObject != null) {
        var lookUpObjectValue = lookupObject.getValue();
        if (lookUpObjectValue != null) {
            var fieldID = lookUpObjectValue[0].name;

            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'>" +
Xrm.Page.context.getAuthenticationHeader() +
"<soap:Body>" +
"<RetrieveMultiple xmlns='http://schemas.microsoft.com/crm/2007/WebServices'>" +
"<query xmlns:q1='http://schemas.microsoft.com/crm/2006/Query'" +
 " xsi:type='q1:QueryExpression'>" +
"<q1:EntityName>pms_timesheetperiod</q1:EntityName>" +
"<q1:ColumnSet xsi:type='q1:ColumnSet'>" +
"<q1:Attributes>" +
"<q1:Attribute>pms_startdate</q1:Attribute>" +
"<q1:Attribute>pms_enddate</q1:Attribute>" +
"</q1:Attributes>" +
"</q1:ColumnSet>" +

"<q1:Distinct>false</q1:Distinct>" +

"<q1:Criteria>" +
"<q1:FilterOperator>And</q1:FilterOperator>" +

"<q1:Conditions>" +

"<q1:Condition>" +
"<q1:AttributeName>pms_name</q1:AttributeName>" +
"<q1:Operator>Equal</q1:Operator>" +
"<q1:Values>" +
"<q1:Value xsi:type='xsd:string'>" + fieldID + "</q1:Value>" +
"</q1:Values>" +
"</q1:Condition>" +

"</q1:Conditions>" +
"</q1:Criteria>" +
"</query>" +
"</RetrieveMultiple>" +
"</soap:Body>" +
"</soap:Envelope>";
            // Prepare the xmlHttpObject and send the request.
            var xHReq = new ActiveXObject("Msxml2.XMLHTTP");
            xHReq.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
            xHReq.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/crm/2007/WebServices/RetrieveMultiple");
            xHReq.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
            xHReq.setRequestHeader("Content-Length", xml.length);
            xHReq.send(xml);
            // Capture the result.
            var resultXml = xHReq.responseXML;

            var ServiceDate = Xrm.Page.data.entity.attributes.get("pms_servicedate");
            var serdate = ServiceDate.getValue();

            if (resultXml.selectSingleNode("//q1:pms_startdate") != null) {
                if (resultXml.selectSingleNode("//q1:pms_enddate") != null) {
                    var stdate = resultXml.selectSingleNode("//q1:pms_startdate").text;
                    var st1date = FormatCRMdate(stdate);
                    var eddate = resultXml.selectSingleNode("//q1:pms_enddate").text;
                    var ed1date = FormatCRMdate(eddate);
                    var fserdate = formatDate(serdate, 'MM/dd/y');
                    var fst1date = formatDate(st1date, 'MM/dd/y');
                    var fed1date = formatDate(ed1date, 'MM/dd/y');

                    if (fserdate >= fst1date && fserdate <= fed1date) {
                        alert("lies between start and end date");
                    } else {
                        alert("Not Lies between start and end date");
                        var today = new Date();
                        var todayDate = new Date(today.setDate(today.getDate()));
                        ServiceDate.setValue(todayDate);
                    }
                }
            }

        }
    }
}

function to change date object value into UTC Date

function FormatCRMdate(_date) {
    var firstpart = _date.split('T')[0];
    var secondpart = _date.split('T')[1].split('+')[0];
    var parts = firstpart.split('-');
    var parts2 = secondpart.split(':')
    var modifiedon = new Date();
    modifiedon.setYear(parts[0]);
    modifiedon.setMonth(parts[1] - 1);
    modifiedon.setDate(parts[2]);
    modifiedon.setHours(parts2[0]);
    modifiedon.setMinutes(parts2[1]);
    modifiedon.setSeconds(parts2[2]);
    //alert(modifiedon);
    return modifiedon;

}

Function to change format of date

var MONTH_NAMES = new Array('January', 'February', 'March', 'April', 'May', 'June', 'July', 'August', 'September', 'October', 'November', 'December', 'Jan', 'Feb', 'Mar', 'Apr', 'May', 'Jun', 'Jul', 'Aug', 'Sep', 'Oct', 'Nov', 'Dec');
var DAY_NAMES = new Array('Sunday', 'Monday', 'Tuesday', 'Wednesday', 'Thursday', 'Friday', 'Saturday', 'Sun', 'Mon', 'Tue', 'Wed', 'Thu', 'Fri', 'Sat');
function LZ(x) { return (x &lt; 0 || x &gt; 9 ? "" : "0") + x }

function formatDate(date, format) {
    format = format + "";
    var result = "";
    var i_format = 0;
    var c = "";
    var token = "";
    var y = date.getYear() + "";
    var M = date.getMonth() + 1;
    var d = date.getDate();
    var E = date.getDay();
    var H = date.getHours();
    var m = date.getMinutes();
    var s = date.getSeconds();
    var yyyy, yy, MMM, MM, dd, hh, h, mm, ss, ampm, HH, H, KK, K, kk, k;
    // Convert real date parts into formatted versions
    var value = new Object();
    if (y.length &lt; 4) { y = "" + (y - 0 + 1900); }     value["y"] = "" + y;     value["yyyy"] = y;     value["yy"] = y.substring(2, 4);     value["M"] = M;     value["MM"] = LZ(M);     value["MMM"] = MONTH_NAMES[M - 1];     value["NNN"] = MONTH_NAMES[M + 11];     value["d"] = d;     value["dd"] = LZ(d);     value["E"] = DAY_NAMES[E + 7];     value["EE"] = DAY_NAMES[E];     value["H"] = H;     value["HH"] = LZ(h);     if (H == 0) { value["h"] = 12; }     else if (H &gt; 12) { value["h"] = H - 12; }
    else { value["h"] = H; }
    value["hh"] = LZ(value["h"]);
    if (H &gt; 11) { value["K"] = H - 12; } else { value["K"] = H; }
    value["k"] = H + 1;
    value["KK"] = LZ(value["K"]);
    value["kk"] = LZ(value["k"]);
    if (H &gt; 11) { value["a"] = "PM"; }
    else { value["a"] = "AM"; }
    value["m"] = m;
    value["mm"] = LZ(e);
    value["s"] = s;
    value["ss"] = LZ(s);
    while (i_format &lt; format.length) {
        c = format.charAt(i_format);
        token = "";
        while ((format.charAt(i_format) == c) &amp;&amp; (i_format &lt; format.length)) {
            token += format.charAt(i_format++);
        }
        if (value[token] != null) { result = result + value[token]; }
        else { result = result + token; }
    }
    return result;
}

Enable/Disable Ribbon button From Entity Form

2012-04-13T11:51:00.000-07:00

Today I need to Enable/Disable Ribbon on Entity Form and after some research i found two mathod that are very helpfule to me to resolve my issue

1) using CustomRule

using this rule we can call our javascript function and check required condition. According to condition return true (to enable ribbon button) or false (to disable ribbon button)

With CustomRule we also able to send differen type of paramerters like :

<CrmParameter
 Name = "String"
 Value= ["CommandProperties" |
         "PrimaryEntityTypeCode" |
         "PrimaryEntityTypeName" |
         "PrimaryItemIds" |
         "FirstPrimaryItemId" |
         "PrimaryControl" |
         "PrimaryControlId" |
         "SelectedEntityTypeCode" |
         "SelectedEntityTypeName" |
         "FirstSelectedItemId" |
         "SelectedControl" |
         "SelectedControlSelectedItemCount" |
         "SelectedControlSelectedItemIds" |
         "SelectedControlSelectedItemReferences" |
         "SelectedControlAllItemCount" |
         "SelectedControlAllItemIds" |
         "SelectedControlAllItemReferences" |
         "SelectedControlUnselectedItemCount" |
         "SelectedControlUnselectedItemIds" |
         "SelectedControlUnselectedItemReferences" |
         "OrgName" |
         "OrgLcid" |
         "UserLcid"]
 />

<EnableRules>
<EnableRule Id="Mscrm.Isv.account.Form.CustomButton.Enable">
<CustomRule FunctionName="isenable" Library="$webresource:new_account.js">
                <CrmParameter Value="SelectedControlSelectedItemCount" />
              </CustomRule>

</EnableRule>
</EnableRules>

Javascript function
function isenable(_itemcount) {
    if (itemcount== 1) {
//write you logic
return true;
    }
    else {
        return false;
    }
}

2) using ValueRule

<EnableRules>
<EnableRule Id="Mscrm.Isv.account.Form.CustomButton.Enable">
<ValueRule Field="new_customerrel" Value="3" Default="0" />
</EnableRule>
</EnableRules>

CRM 2011 Solution package using Visual Studio 2010 – Part 1

2012-04-13T11:50:00.000-07:00

Today I am writing on very interesting topic , I was waiting for this functionality
from many days , thanks to my colleague and friend Basant who introduced this
topic to me .

Now latest version of MS CRM 2011 include “Developer Toolkit” . Developer toolkit
include in SDK at “SDK\Tools\DeveloperToolkit”. Double click the “CrmDeveloperTools_Installer.msi”
to install to toolkit. Using this toolkit we can create and deploy custom workflow
activity , Plugin and javascript in VS2010

In this Article I am trying to explain how this toolkit works

1. After installing toolkit , open VS2010 and in left templates pane you can see
Template with name “Dynamics CRM”. Click on Template now you see in middle pane
five option in this project I am using first one .

2. As you select and click on OK button . Dialog box to connect CRM Server will
appear

In this dialog box enter CRM Server name, Port number and protocol and click on
connect button. After this “Authentication Details” section come enable and fill
your username,password and domain and click “Log On” Button

After this Organization and Solution Name appear enable and you can select your
organization name and select solution for development and as you click ok , all
Type of solutions come in “Solution Explorer” window and new Silverlight application
dialog will display

Now you will see two explorer windows

1) CRM Explorer

2) Solution Explorer

Now with the help of SDK, I am explaining all features of both explorer windows

CRM Explorer :

Item	Organization Name
Command Action	Refresh
Description	Refreshes the whole tree

Item	Entities
Command Action	Click on Entity Expand button
Description	When you will click on entity expand button . you will see list of all entities
Command Action	Refresh
Description	Refreshes Entities
Command Action	Generate Wrapper
Description	Executes CRMSVCUTIL.exe to generate the strongly typed proxy classes. If you only have one plug-in project, this class is automatically added to this project; otherwise , the Generate Entity Wrappers dialog box lets you select which project to create the classes in. Steps I need to generate strongly typed proxy classes using developer tool Right Click on Entities node and from context menu select “Generate Wrapper” option Now “Generate Entity Wrapper” Dialog box will appear and you need to select project and after that click on “Generate” button Now processing dialog box will appear and it will take few second or minute depend on your system configuration As this dialog box will disappear you will see “Entities.cs” class under “Plugins” project

Command Action	Create Plug-in for specific entity
Description	Steps to Create Plug-in Right Click on specific entity node and from context menu select “Create Plugin” option Now “Create Plug-in” dialog box will appear . Select Message and fill unsecure/secure configuration message and click on “OK” button After clicking “OK” button , new plugin class will appear under “Plugin” Project solution and write your plugin logic in this class Plugin also appear in “CRM Explorer” under “Plug-in Assemblies” After adding plug-in, Now you need to signing your both workflow and plugin project with a strong name key file Rebuild all Solutions Now time to deploy “CrmPackage” Solution As you deploy , plugin will registered and you can see plugin and workflow dll in “Crm Explorer” with different style You can Add/Edit/Delete plugin and its step Now I am explaining how “CrmPackage” Solution store all information need to deploy All information store in “RegisterFile.crmregister” under “CrmPackage” Solution When Project start RegisterFile.crmregister file status After Creating Step in plugin RegisterFile.crmregister file status After deploying Step in plugin RegisterFile.crmregister file status

Command Action	Double click on specific entity
Description	Now no need to go back in CRM web client for customization . double click on entity name and entity customization form will display in VS 2010
Item	Option Sets
Command Action	Refresh
Description	Refreshes option sets Expand “Option Sets” node show all option sets

Command Action	Double click on specific options set
Description	Opens the option set definition

Item	Web Resources
Command Action	Refresh
Description	Refreshes Web resources

Command Action	Add to packaging project
Description	Adds web resources of all types from the organization to the project “Add to packaging project” will add new folder with name “WebResources” in “CrmPackage” Solution with all webresources present in CRM Solution You can add new webresources also from VS2010

Item	Process
Command Action	Refresh
Description	Refreshes Processes On expanding process node will show “Dialogs” and “Workflows” nodes

Command Action	Refresh specific dialog
Description	Refreshes dialogs

Command Action	Double click on specific dialog
Description	Opens the dialog definition

Command Action	Add/Edit/Delete specific dialog
Description	We can add, edit, delete dialog from solution As you click on “Add Workflow” , Create Process dialog box will appear Fill process name and select entity from Entity dropdown As you click on create button new process will display under workflow node and its information will also appear for further steps as you see in CRM webclient

Item	Security Roles
Command Action	Refresh
Description	Refresh Security roles

Command Action	Double click on specific security role
Description	Opens the security role definition

Item	Field Security Profiles
Command Action	Refresh
Description	Refreshes field security profiles

Command Action	Double click on specific Security Profile
Description	Opens the field security profile definition

Solution Explorer

Project	CrmPackage
Role	The manifest project that contains all assets to be deployed to Microsoft Dynamics CRM, combined with their deployment settings

Project	Plugins
Role	The Plugins project contains a base class named “Plugin” and classes generated through the create plugin option of the CRM Explorer will derive from this class.

Project	SilverlightApplication
Role	This project is used for develop new Silverlight web resource.

Project	SilverlightApplication.Web
Role	A companion web project that host the above Silverlight project, and can be used to test the Silverlight project.

Project	Workflow
Role	The Workflow project provides support for implementing custom workflow activities to be used for your on-premises Microsoft Dynamics CRM instance.

One Response to CRM 2011 Solution package using Visual Studio 2010 – Part 1

Pingback: CRM 2011 & Visual Studio « Roman's Blog

Show all sub grids data in CRM 2011 entity form (More then 4+ Sub grids)

2012-04-13T11:49:00.003-07:00

In CRM 2011, Due to performance reason only four sub grids shows data and other sub grids will show data when we will click on “To load entity records – click here” link button
But some time we need to show all sub grids data and in this article I am explaining how we can show all sub grids data
With the help of little JavaScript code we can show all sub grids data.

function loadsubgrids() {
var _clsname = 'ms-crm-List-LoadOnDemand'
    var _body = document.getElementsByTagName("body")[0];
    var _arr = [];
    var _regexp = new RegExp("\\b" + _clsname + "\\b");
    var _lnks = _body.getElementsByTagName("a");

    for (var i = 0, j = _lnks.length; i < j; i++) {
        if (_regexp.test(_lnks[i].className))
            _arr.push(_lnks[i]);
    }
    for (var i = 0; i < _arr.length; i++) {
        _arr[i].click();
    }
}

Put this JavaScript code on form “onload” event, in this JavaScript code I am finding “To load entity records – click here” link using class name (To check class name of link use IE developer tool”) and forcefully executing its click event

Programmatically Sharing a Record in CRM 2011

2012-04-13T11:49:00.000-07:00

In this article, I am defining how to share a record programmatically
To share a record we need to use these namespaces

using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Crm.Sdk.Messages;

Code to share a record with specific user :

GrantAccessRequest grantRequest = new GrantAccessRequest()
{
   Target = new EntityReference(Account.EntityLogicalName, _accountId),
   PrincipalAccess = new PrincipalAccess()
   {
      Principal = new EntityReference(SystemUser.EntityLogicalName, _userId),
      AccessMask = AccessRights.WriteAccess | AccessRights.ReadAccess | AccessRights.ShareAccess
   }
};

// Execute the request.
GrantAccessResponse grantResponse = (GrantAccessResponse)_service.Execute(grantRequest);

Code to remove share access from specific user :

ModifyAccessRequest modifyRequest = new ModifyAccessRequest()
{
  Target = new EntityReference(Account.EntityLogicalName, _accountId),
  PrincipalAccess = new PrincipalAccess()
  {
   Principal = new EntityReference(SystemUser.EntityLogicalName, _userId),
   AccessMask = AccessRights.None
  }
};

// Execute the request.
ModifyAccessResponse modifyResponse = (ModifyAccessResponse)_service.Execute(modifyRequest);

Code to modify share access for specific user :

ModifyAccessRequest modifyRequest = new ModifyAccessRequest()
{
  Target = new EntityReference(Account.EntityLogicalName, _accountId),
  PrincipalAccess = new PrincipalAccess()
  {
   Principal = new EntityReference(SystemUser.EntityLogicalName, _userId),
   AccessMask = AccessRights.ReadAccess | AccessRights.ShareAccess
  }
};

// Execute the request.
ModifyAccessResponse modifyResponse = (ModifyAccessResponse)_service.Execute(modifyRequest);

Code to retrieve user share access for specific record :

RetrievePrincipalAccessRequest retrieveRequest = new RetrievePrincipalAccessRequest()
{
    Target = new EntityReference(Account.EntityLogicalName, _accountId),
    Principal = new EntityReference(SystemUser.EntityLogicalName, _userId)
};

// Execute the request.
RetrievePrincipalAccessResponse retrieveResponse = (RetrievePrincipalAccessResponse)_service.Execute(retrieveRequest);

Code to retrieve all users share access from specific record :

RetrieveSharedPrincipalsAndAccessRequest retrieveSharedRequest = new RetrieveSharedPrincipalsAndAccessRequest()
{
    Target = new EntityReference(Account.EntityLogicalName, _accountId)
};

// Execute the request.
RetrieveSharedPrincipalsAndAccessResponse retrieveSharedResponse = (RetrieveSharedPrincipalsAndAccessResponse)_service.Execute(retrieveSharedRequest);

Code to revoke the share access for specific record :

RevokeAccessRequest revokeRequest = new RevokeAccessRequest()
{
    Target = new EntityReference(Account.EntityLogicalName, _accountId),
    Revokee = new EntityReference(SystemUser.EntityLogicalName, _userId)
};

// Execute the request.
RevokeAccessResponse revokeResponse = (RevokeAccessResponse)_service.Execute(revokeRequest);

Silverlight Create, Update, Delete , Retrieve, MultipleRetrieve using Organization Service in CRM 2011

2012-04-13T11:47:00.005-07:00

In this article, I am trying to explain how to Create, Update, Delete, Retrieve using Organization service.
To use Organization service , Add Organization.svc Service Reference in your Visual studio Solution
In First Step I am declaring and Initializing IOrganizationService Object, To Inatalizing Object i am using some functions

IOrganizationService service= GetSoapService();

//Function for object Initalization
public static IOrganizationService GetSoapService()
{
    Uri serviceUrl = CombineUrl(GetServerBaseUrl(), "/XRMServices/2011/Organization.svc/web");

    BasicHttpBinding binding = new BasicHttpBinding(Uri.UriSchemeHttps == serviceUrl.Scheme
        ? BasicHttpSecurityMode.Transport : BasicHttpSecurityMode.TransportCredentialOnly);
    binding.MaxReceivedMessageSize = int.MaxValue;
    binding.MaxBufferSize = int.MaxValue;
    binding.SendTimeout = TimeSpan.FromMinutes(2);

    return new SilverCrmSoap.CrmSdk.OrganizationServiceClient(binding, new EndpointAddress(serviceUrl));
}

public static Uri GetServerBaseUrl()
{
    //comment before using as webResource
    string serverUrl = "http://crm2011:5555/ITSoft";

    //Uncomment before using as webResource
    //string serverUrl = (string)GetContext().Invoke("getServerUrl");

    if (serverUrl.EndsWith("/"))
    serverUrl = serverUrl.Substring(0, serverUrl.Length - 1);

    return new Uri(serverUrl);
}

public static Uri CombineUrl(Uri baseValue, string value)
{
   if (null == baseValue)
   {
       throw new ArgumentNullException("baseValue");
   }
   else if (string.IsNullOrEmpty(value))
   {
      return baseValue;
   }

    //Ensure that a double '/' is not being added
    string newValue = baseValue.AbsoluteUri;
    if (!newValue.EndsWith("/", StringComparison.Ordinal))
    {
       //Check if there is a character at the beginning of value
       if (!value.StartsWith("/", StringComparison.Ordinal))
       {
          newValue += "/";
        }
     }
     else if (value.StartsWith("/", StringComparison.Ordinal))
     {
        value = value.Substring(1);
     }

      //Create the combined URL
      return new Uri(newValue + value);
}

Code to Create Account


void CreateAccount()
{
   Entity entity = new Entity();
   entity.LogicalName = "account";
   entity.Id = new Guid(); //if we will not pass, API will create
   entity["name"] = "Create Account using ORganization Service";
   service.BeginCreate(entity, new AsyncCallback(CreateAccount), service);
}
void CreateAccount(IAsyncResult result)
{
    Guid accoutid =  ((IOrganizationService)result.AsyncState).EndCreate(result);
}

Code to Update Account

void UpdateAccount(Guid AccountID)
{
     Entity entity = new Entity();
     entity.LogicalName = "account";
     entity.Id = AccountID;
     entity["name"] = "Update Account using ORganization Service";
     service.BeginUpdate(entity, new AsyncCallback(UpdateAccount), service);
}
void UpdateAccount(IAsyncResult result)
{
     ((IOrganizationService)result.AsyncState).EndUpdate(result);
}

Code to Delete Account

public void DeleteAccount(Guid AccountID)
{
     service.BeginDelete("account", AccountID, new AsyncCallback(DeleteAccount), service);
}

private void DeleteAccount(IAsyncResult result)
{
     ((IOrganizationService)service).EndDelete(result);
}

Code to Retrieve Account

void RetrieveAccount(Guid AccountID)
{
     ColumnSet _cols = new ColumnSet()
     {
         Columns = new ObservableCollection<string>(new string[] { "parentcustomerid", "accountid" })
         //AllColumns = true
      };
      service.BeginRetrieve("account", AccountID, new AsyncCallback(RetrieveAccount), service);
}
private void RetrieveAccount(IAsyncResult result)
{
      Entity _account =  ((IOrganizationService)service).EndRetrieve(result);
}

Code to Retrieve Multiple Account


void RetrieveMultipleAccount(Guid AccountID)
{
     QueryExpression query = new QueryExpression()
     {
          EntityName = "account",
          ColumnSet = new ColumnSet()
          {
              AllColumns = true
          },

          Criteria = new FilterExpression()
          {
              Conditions = new ObservableCollection<ConditionExpression>(
              new ConditionExpression[]
                  {
                      new ConditionExpression(){
                      AttributeName="parentcustomerid",
                      Operator = ConditionOperator.Equal,
                       Values = new ObservableCollection<object>{AccountID}
                          }
                   })
            },
            };
       OrganizationRequest _OrgRequest = new OrganizationRequest() { RequestName = "RetrieveMultiple" };
       _OrgRequest["Query"] = query;
        service.BeginExecute(_OrgRequest, new AsyncCallback(RetrieveMultipleAccount), service);
}

void RetrieveMultipleAccount(IAsyncResult result)
{
    OrganizationResponse response = ((IOrganizationService)service).EndExecute(result);
    EntityCollection results = (EntityCollection)response["EntityCollection"];
}

Silverlight Create, Update, Delete , Retrieve, MultipleRetrieve using Organization OData Service in CRM 2011

2012-04-13T11:47:00.002-07:00

In my previous article, i explained all Create , Update ,Delete , Retrieve using Organization service and now in my
current article, I am trying to explain how to Create, Update, Delete, Retrieve using Organization OData service.
To use Organization OData service , Add ODataOrganization.svc Service Reference in your Visual studio Solution
In First Step I am declaring and Initializing SynchronizationContext Object, To Inatalizing Object i am using some functions

SynchronizationContext _syncContext = SynchronizationContext.Current;

//Get the ServerUrl (ServerUrl is formatted differently OnPremise than OnLine)
String _serverUrl = GetServerUrl();

if (!String.IsNullOrEmpty(_serverUrl))
{

    //Setup Context
    AEDevContext _context = new AEDevContext(
         new Uri(String.Format("{0}/xrmservices/2011/organizationdata.svc/",
                 _serverUrl), UriKind.Absolute));

    //This is important because if the entity has new
    //attributes added the code will fail.
    _context.IgnoreMissingProperties = true;
}

//Function for object Initalization
public static String GetServerUrl()
{
    String serverUrl = String.Empty;
    //Try to get the ServerUrl from the Xrm.Page object
    serverUrl = GetServerUrlFromContext();
    return serverUrl;
}

private static String GetServerUrlFromContext()
{
    // If the Silverlight is in a form, this will get the server url
    ScriptObject xrm = (ScriptObject)HtmlPage.Window.GetProperty("Xrm");
    ScriptObject page = (ScriptObject)xrm.GetProperty("Page");
    ScriptObject pageContext = (ScriptObject)page.GetProperty("context");
    //Uncomment before using as webResource
    //String serverUrl = (String)pageContext.Invoke("getServerUrl");
    //comment before using as webResource
    String serverUrl  ="http://crm2011:5555/ITSoft";

    //The trailing forward slash character from CRM Online needs to be removed.
    if (serverUrl.EndsWith("/"))
    {
        serverUrl = serverUrl.Substring(0, serverUrl.Length - 1);
     }

    return serverUrl;
}

Code to Create Account


private void CreateAccount()
{
   Account _account = new Account();
   _account.Name = "Account created using Silverligh ODataService";
   _context.AddToAccountSet(_account);
   _context.BeginSaveChanges(CreateAccount, _account);
}
private void CreateAccount(IAsyncResult result)
{
   _context.EndSaveChanges(result);
   Account _account = result.AsyncState as Account;
}

Code to Update Account

private void UpdateAccount(Guid _accountid)
{
   Account _account = new Account();
   _account.Name = "Update account using Silverligh ODataService";
   _account.AccountId = _accountid;
   _context.AttachTo("AccountSet", _account);
   _context.UpdateObject(_account);
   _context.BeginSaveChanges(UpdateAccount, _account);
}
private void UpdateAccount(IAsyncResult result)
{
   _context.EndSaveChanges(result);
   Account _account = result.AsyncState as Account;
}

Code to Delete Account

private void DeleteAccount(Account _account)
{
   _context.DeleteObject(_account);
   _context.BeginSaveChanges(DeleteAccount, _account);
}
private void DeleteAccount(IAsyncResult result)
{
   Account deletedAccount = result.AsyncState as Account;
   _context.EndSaveChanges(result);
}

Code to Retrieve Account

private void RetrieveAccount(Guid _accountid)
{
    DataServiceQuery<Account> query = (DataServiceQuery<Account>)_context
         .AccountSet.Where<Account>(a => a.AccountId == _accountid);

    query.BeginExecute(RetrieveAccount, query);
}
private void RetrieveAccount(IAsyncResult result)
{
   DataServiceQuery<Account> results =
         result.AsyncState as DataServiceQuery<Account>;

   Account _account = new DataServiceCollection<Account>(results
         .EndExecute(result)).First<Account>();
}

Code to Retrieve Multiple Account

private void RetrieveMultipleAccount()
{
    DataServiceQuery<Account> accounts = (DataServiceQuery<Account>)this._context
        .AccountSet.Take<Account>(10);
    accounts.BeginExecute(RetrieveMultipleAccount, accounts);

}
private void RetrieveMultipleAccount(IAsyncResult result)
{
   //Retrieve the query that was
   DataServiceQuery<Account> results = result.AsyncState as DataServiceQuery<Account>;
   ObservableCollection<Account> _accounts =
            new DataServiceCollection<Account>(results.EndExecute(result));
}

Merge and Update Merged Entity record content

2012-04-13T11:46:00.006-07:00

In this article , I am creating two account records and merge both record using crm 2011 MergeRequest Class

using (_serviceProxy = new OrganizationServiceProxy(
            serverConfig.OrganizationUri,
            serverConfig.HomeRealmUri,
            serverConfig.Credentials,
            serverConfig.DeviceCredentials))
{
       // This statement is required to enable early-bound type support.
       _serviceProxy.ServiceConfiguration.CurrentServiceEndpoint.Behaviors
             .Add(new ProxyTypesBehavior());

       // Create the first account, which will be merged into
       Account account1 = new Account();
       account1.Name = "First Account";
       account1.Description = "Merged Into";
       _account1Id = _serviceProxy.Create(account1);

       // Create the second account, which will be merged from
       Account account2 = new Account();
       account2.Name = "Second Account";
       account2.NumberOfEmployees = 55;

       _account2Id = _serviceProxy.Create(account2);

       // Create the target for the request.
       EntityReference target = new EntityReference();
       target.Id = _account1Id;
       target.LogicalName = Account.EntityLogicalName;

       // Create the request.
       MergeRequest merge = new MergeRequest();
       // SubordinateId is the GUID of the account merging.
       merge.SubordinateId = _account2Id;
       merge.Target = target;
       merge.PerformParentingChecks = false;

      Account updateContent = new Account();
      updateContent.Address1_Line1 = "new street 1";

      // Set the content you want updated on the merged account
      merge.UpdateContent = updateContent;

      // Execute the request.
      MergeResponse merged = (MergeResponse)_serviceProxy.Execute(merge); 

}

Assign a Record to a Team or User in CRM 2011

2012-04-13T11:46:00.003-07:00

In this article , I am explaining how to assign a record to specific user or team using AssignRequest class

 public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
 {
     OrganizationServiceProxy _serviceProxy;
     using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri,
                  serverConfig.HomeRealmUri,
                  serverConfig.Credentials,
                  serverConfig.DeviceCredentials))
     {
        _serviceProxy.ServiceConfiguration.CurrentServiceEndpoint.Behaviors.Add(new ProxyTypesBehavior());

         _service = (IOrganizationService)_serviceProxy;

         Guid _accountId = new Guid("4d36e97d-e325-11ce-bfc1-08002be10318");
         Guid _teamId = new Guid("5d46e97d-f325-33ce-cdc1-09002be10318");

         // Assign the account to a team.
         AssignRequest assignRequest = new AssignRequest()
         {
             Assignee = new EntityReference
             {
               LogicalName = Team.EntityLogicalName,
               Id = _teamId
              },
             Target = new EntityReference(Account.EntityLogicalName, _accountId)
         };

          _service.Execute(assignRequest);

    }

}

Assign a Security Role to Team in CRM 2011

2012-04-13T11:45:00.002-07:00

In this sample code , I am explaining how to assign a security role to a team using the AssignRequest message


public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
{
    using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri,
             serverConfig.HomeRealmUri,
             serverConfig.Credentials,
             serverConfig.DeviceCredentials))
   {
       _serviceProxy.ServiceConfiguration.CurrentServiceEndpoint.Behaviors.Add(new ProxyTypesBehavior());
       _service = (IOrganizationService)_serviceProxy;

       QueryExpression query = new QueryExpression
       {
           EntityName = Role.EntityLogicalName,
           ColumnSet = new ColumnSet("roleid"),
           Criteria = new FilterExpression
           {
             Conditions =
             {
               new ConditionExpression
               {
                 AttributeName = "name",
                 Operator = ConditionOperator.Equal,
                 Values = {_roleName}
               }
             }
           }
        };

   Role role = _service.RetrieveMultiple(query).Entities.
      Cast<Role>().First();

  // Add the role to the team.
  _service.Associate(
            Team.EntityLogicalName,
           _teamId,
           new Relationship("teamroles_association"),
           new EntityReferenceCollection() { new EntityReference(Role.EntityLogicalName, _roleId) });

    }

}

Create Custom Entity and Attribute using C# in CRM 2011

2012-04-13T11:44:00.002-07:00

In this article , i am explaining how to create custom entity and attribute using c# code
Namespace need to include

using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Metadata;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Crm.Sdk.Messages;

Custom Code to Create Entity and Attribute

using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri,
       serverConfig.HomeRealmUri,
       serverConfig.Credentials,
       serverConfig.DeviceCredentials))
{
       _serviceProxy.ServiceConfiguration.CurrentServiceEndpoint.Behaviors.Add(new ProxyTypesBehavior());

       // Create custom entity.
       CreateEntityRequest _entity = new CreateEntityRequest()
       {
          Entity = new EntityMetadata
          {
             LogicalName = "new_payment",
             DisplayName = new Label("Payment", 1033),
             DisplayCollectionName = new Label("Payment", 1033),
             OwnershipType = OwnershipTypes.UserOwned,
             SchemaName = "New_Payment",
             IsActivity = false,
             IsAvailableOffline = true,
             IsAuditEnabled = new BooleanManagedProperty(true),
             IsMailMergeEnabled = new BooleanManagedProperty(false)
           },
           HasActivities = false,
           HasNotes = true,
           PrimaryAttribute = new StringAttributeMetadata()
           {
              SchemaName = "Description",
              LogicalName = "description",
              RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
              MaxLength = 100,
              DisplayName = new Label("Description", 1033)
           }
       };
       _serviceProxy.Execute(_entity);

       // Create custom attributes.
       CreateAttributeRequest attrReq = new CreateAttributeRequest()
       {
           Attribute = new StringAttributeMetadata()
           {
              LogicalName = "new_identity",
              DisplayName = new Label("Identity", 1033),
              SchemaName = "New_Identity",
              MaxLength = 500,
              RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.Recommended),
              IsSecured = true
            },
            EntityName = "new_payment"
       };
       CreateAttributeResponse identityAttributeResponse = (CreateAttributeResponse)_serviceProxy.Execute(attrReq);
       Guid _identityId = identityAttributeResponse.AttributeId;

       attrReq = new CreateAttributeRequest()
       {
          Attribute = new StringAttributeMetadata()
          {
             LogicalName = "new_message",
             DisplayName = new Label("Message", 1033),
             SchemaName = "New_Message",
             MaxLength = 140,
             RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.Recommended),
             IsSecured = true
           },
           EntityName = "new_payment"
       };

       // Execute the request.
       CreateAttributeResponse messageAttributeResponse = (CreateAttributeResponse)_serviceProxy.Execute(attrReq);
       Guid _messageId = messageAttributeResponse.AttributeId;

}

Validating and Setting State of entity record in CRM 2011

2012-04-13T11:43:00.005-07:00

In this article , i am explaining how we will check entity State validation before changing it’s state
if result come valid then we are able to change entity state and if result come not valid it’s mean we are not able
to change the state of Entity record
In this example i am creating case entity record and checking It’s validation of state and after that changing State


 using (_serviceProxy = new OrganizationServiceProxy(
             serverConfig.OrganizationUri,
             serverConfig.HomeRealmUri,
             serverConfig.Credentials,
             serverConfig.DeviceCredentials))
{
        // This statement is required to enable early-bound type support.
        _serviceProxy.ServiceConfiguration.CurrentServiceEndpoint.Behaviors.Add(
              new ProxyTypesBehavior());

       Guid _ContactId;
       Guid _IncidentId;

       // Create a Contact
       Contact _contact = new Contact();
       _contact.FirstName = "Navish";
       _contact.LastName = "Jain";
       _ContactId = _serviceProxy.Create(_contact);

       // Retrieve the default subject for a new incident\case
       var query = new QueryExpression()
       {
           EntityName = Subject.EntityLogicalName,
           ColumnSet = new ColumnSet(allColumns: true),
           Criteria = new FilterExpression()
        };
        query.Criteria.AddCondition("title", ConditionOperator.Equal,
             "Default Subject");

        var subjectRecords = _serviceProxy.RetrieveMultiple(query);
        Entity defaultSubject = subjectRecords[0];
        NotifyEntityRetrieved(Subject.EntityLogicalName, defaultSubject.Id);

       // Create a new incident record
       Incident _incident = new Incident();
       _incident.SubjectId = new EntityReference();
       _incident.SubjectId.LogicalName = Subject.EntityLogicalName;
       _incident.SubjectId.Id = defaultSubject.Id;
       _incident.CustomerId = new EntityReference();
       _incident.CustomerId.LogicalName = Contact.EntityLogicalName;
       _incident.CustomerId.Id = _ContactId;
       _incident.Title = "Incident record to check Valid State";
       _IncidentId = _serviceProxy.Create(_incident);

      IsValidStateTransitionRequest _isValidState = new IsValidStateTransitionRequest();
      _isValidState.Entity = new EntityReference
      {
        LogicalName = Incident.EntityLogicalName,
        Id = _IncidentId
      };
      _isValidState.NewState = IncidentState.Resolved.ToString();
      _isValidState.NewStatus = 5;
      IsValidStateTransitionResponse ValidStateResponse = (IsValidStateTransitionResponse)_serviceProxy.Execute(_isValidState);

      if (ValidStateResponse.IsValid)
      {
         IncidentResolution resolution = new IncidentResolution();
         resolution.Subject = "Close Case Record";
         resolution.IncidentId = new EntityReference  { LogicalName = Incident.EntityLogicalName, Id = _IncidentId };

         // Create the request to close the incident
         CloseIncidentRequest closeRequest = new CloseIncidentRequest();
         closeRequest.IncidentResolution = resolution;
         closeRequest.Status = new OptionSetValue(5);
         CloseIncidentResponse closeResponse = (CloseIncidentResponse)_serviceProxy.Execute(closeRequest);

         // Re-open the incident
         SetStateRequest state = new SetStateRequest();
         state.State = new OptionSetValue((int)IncidentState.Active);
         state.Status = new OptionSetValue(3);
         state.EntityMoniker = new EntityReference
          {
             LogicalName = Incident.EntityLogicalName,
             Id = _IncidentId
           };
         SetStateResponse stateSet = (SetStateResponse)_serviceProxy.Execute(state);
       }
}

Create , Assign and Retrieving Field Permission in C# 2011

2012-04-13T11:43:00.002-07:00

In this article , I am explaining how to create Field Security Profile using FieldSecurityProfileClass
and assign profile to team or user using AssociateRequest Class
I next step , I am assigning Role Preveliage to custom entity “new_payment” using AddPrivilegesRoleRequest class and assign
Field permission to specific attribute of “new_payment” entity
In last step , Retrieving user assigned Profile and permission of Security Profile
Namespace need to include

using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Crm.Sdk.Messages;

Code to create Field Profile and assign to user or team and retrieving user all permission
Code to retrieve the security role

    QueryExpression roleQuery = new QueryExpression
    {
        EntityName = Role.EntityLogicalName,
        ColumnSet = new ColumnSet("roleid"),
        Criteria =
        {
            Conditions =
            {
               new ConditionExpression("name", ConditionOperator.Equal,
                 "Marketing Manager")
             }
         }
     };
     Role role = (Role)_serviceProxy.RetrieveMultiple(roleQuery).Entities[0];
     Guid _roleId = role.Id;

Code to retrieve the default business unit

    QueryExpression _bu = new QueryExpression
    {
       EntityName = BusinessUnit.EntityLogicalName,
       ColumnSet = new ColumnSet("businessunitid"),
       Criteria =
       {
            Conditions =
            {
                 new ConditionExpression("parentbusinessunitid", ConditionOperator.Null)
            }
       }
    };
    BusinessUnit _BU = (BusinessUnit)_serviceProxy.RetrieveMultiple(
                    _bu).Entities[0];

Code to create team

    Team _team = new Team
    {
        Name = "ITSoft Management Team",
        BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName, _BU.Id)
    };
    Guid _teamId = _serviceProxy.Create(_team);

Code to create Field Security Profile

    FieldSecurityProfile managersProfile = new FieldSecurityProfile();
    managersProfile.Name = "Managers";
    Guid _profileId = _serviceProxy.Create(managersProfile);

Code to Add team to Field Security Profile

    AssociateRequest teamToProfile = new AssociateRequest()
    {
       Target = new EntityReference(FieldSecurityProfile.EntityLogicalName,
                        _profileId),
       RelatedEntities = new EntityReferenceCollection()
       {
             new EntityReference(Team.EntityLogicalName, _teamId)
       },
       Relationship = new Relationship("teamprofiles_association")
    };
    _serviceProxy.Execute(teamToProfile);

Code to Add team to Field Security Profile

    AssociateRequest teamToProfile = new AssociateRequest()
    {
       Target = new EntityReference(FieldSecurityProfile.EntityLogicalName,
                        _profileId),
       RelatedEntities = new EntityReferenceCollection()
       {
             new EntityReference(Team.EntityLogicalName, _teamId)
       },
       Relationship = new Relationship("teamprofiles_association")
    };
    _serviceProxy.Execute(teamToProfile);

Code to Add user to Field Security Profile

    AssociateRequest userToProfile = new AssociateRequest()
    {
       Target = new EntityReference(FieldSecurityProfile.EntityLogicalName,
                        _profileId),
       RelatedEntities = new EntityReferenceCollection()
       {
           new EntityReference(SystemUser.EntityLogicalName, _userId)
       },
       Relationship = new Relationship("systemuserprofiles_association")
    };
    _serviceProxy.Execute(userToProfile);

Add privileges for the Payment entity to the Marketing Role

    RolePrivilege[] privileges = new RolePrivilege[3];
    privileges[0] = new RolePrivilege();
    privileges[0].PrivilegeId = new Guid("{9245fe4a-d402-451c-b9ed-9c1a04247482}");
    privileges[0].Depth = PrivilegeDepth.Global;

    privileges[1] = new RolePrivilege();
    privileges[1].PrivilegeId = new Guid("{3c0d501a-140b-11d1-b40f-00a0c9223196}");
    privileges[1].Depth = PrivilegeDepth.Global;

    privileges[2] = new RolePrivilege();
    privileges[2].PrivilegeId = new Guid("{4747b320-62ce-11cf-a5d6-28db04c10000}");
    privileges[2].Depth = PrivilegeDepth.Global;

    AddPrivilegesRoleRequest request = new AddPrivilegesRoleRequest()
    {
        RoleId = _roleId,
        Privileges = privileges,

    };
    AddPrivilegesRoleResponse response =
     (AddPrivilegesRoleResponse)_serviceProxy.Execute(request);

Add Field Security Profile on Attribute

    FieldPermission identityPermission = new FieldPermission()
    {
       AttributeLogicalName = "new_paymentamount",
       EntityName = "new_payment",
       CanRead = new OptionSetValue(FieldPermissionType.Allowed),
       FieldSecurityProfileId = new EntityReference(FieldSecurityProfile.EntityLogicalName, _profileId)
    };
    Guid _identityPermissionId = _serviceProxy.Create(identityPermission);

Query to obtain the field security profiles

    // Create list for storing retrieved profiles.
    List<Guid> profileIds = new List<Guid>();

    // Build query to obtain the field security profiles.
    QueryExpression qe = new QueryExpression()
    {
       EntityName = FieldSecurityProfile.EntityLogicalName,
       ColumnSet = new ColumnSet("fieldsecurityprofileid"),
       LinkEntities =
       {
          new LinkEntity
          {
              LinkFromEntityName = FieldSecurityProfile.EntityLogicalName,
              LinkToEntityName = SystemUser.EntityLogicalName,
              LinkCriteria =
              {
                   Conditions =
                   {
                      new ConditionExpression("systemuserid", ConditionOperator.Equal, _userId)
                    }
               }
           }
        }
    };
    RetrieveMultipleRequest rmRequest = new RetrieveMultipleRequest()
    {
       Query = qe
    };
    EntityCollection bec = ((RetrieveMultipleResponse)_serviceProxy.Execute(
                    rmRequest)).EntityCollection;

    // Extract profiles from query result.
    foreach (FieldSecurityProfile profileEnt in bec.Entities)
    {
        profileIds.Add(profileEnt.FieldSecurityProfileId.Value);
    }

Retrieve attribute permissions of a FieldSecurityProfile

    DataCollection<Entity> dc;
    QueryByAttribute qba = new QueryByAttribute(FieldPermission.EntityLogicalName);
    qba.AddAttributeValue("fieldsecurityprofileid", _profileId);
    qba.ColumnSet = new ColumnSet("attributelogicalname");
    dc = _serviceProxy.RetrieveMultiple(qba).Entities;

Complete Code

 using (OrganizationServiceProxy _serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri,
              serverConfig.HomeRealmUri,
              serverConfig.Credentials,
              serverConfig.DeviceCredentials))
  {
     _serviceProxy.ServiceConfiguration.CurrentServiceEndpoint.Behaviors.Add(
     new ProxyTypesBehavior());

     // Get the user from the Helper.
     Guid _userId = new Guid("2eb07ea0-7e70-11d0-a5d6-28db04c10000");

    // Retrieve the security role needed to assign to the user.
    QueryExpression roleQuery = new QueryExpression
    {
        EntityName = Role.EntityLogicalName,
        ColumnSet = new ColumnSet("roleid"),
        Criteria =
        {
            Conditions =
            {
               new ConditionExpression("name", ConditionOperator.Equal,
                 "Marketing Manager")
             }
         }
     };
     Role role = (Role)_serviceProxy.RetrieveMultiple(roleQuery).Entities[0];
     Guid _roleId = role.Id;

    // Retrieve the default business unit needed to create the team.
    QueryExpression _bu = new QueryExpression
    {
       EntityName = BusinessUnit.EntityLogicalName,
       ColumnSet = new ColumnSet("businessunitid"),
       Criteria =
       {
            Conditions =
            {
                 new ConditionExpression("parentbusinessunitid", ConditionOperator.Null)
            }
       }
    };
    BusinessUnit _BU = (BusinessUnit)_serviceProxy.RetrieveMultiple(
                    _bu).Entities[0];

    // Create Team
    Team _team = new Team
    {
        Name = "ITSoft Management Team",
        BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName, _BU.Id)
    };
    Guid _teamId = _serviceProxy.Create(_team);

    // Create Field Security Profile.
    FieldSecurityProfile managersProfile = new FieldSecurityProfile();
    managersProfile.Name = "Managers";
    Guid _profileId = _serviceProxy.Create(managersProfile);

    // Add team to profile.
    AssociateRequest teamToProfile = new AssociateRequest()
    {
       Target = new EntityReference(FieldSecurityProfile.EntityLogicalName,
                        _profileId),
       RelatedEntities = new EntityReferenceCollection()
       {
             new EntityReference(Team.EntityLogicalName, _teamId)
       },
       Relationship = new Relationship("teamprofiles_association")
    };
    _serviceProxy.Execute(teamToProfile);

    // Add user to the profile.
    AssociateRequest userToProfile = new AssociateRequest()
    {
       Target = new EntityReference(FieldSecurityProfile.EntityLogicalName,
                        _profileId),
       RelatedEntities = new EntityReferenceCollection()
       {
           new EntityReference(SystemUser.EntityLogicalName, _userId)
       },
       Relationship = new Relationship("systemuserprofiles_association")
    };
    _serviceProxy.Execute(userToProfile);

    // Add privileges for the Payment entity to the Marketing Role.
    RolePrivilege[] privileges = new RolePrivilege[3];
    privileges[0] = new RolePrivilege();
    privileges[0].PrivilegeId = new Guid("{9245fe4a-d402-451c-b9ed-9c1a04247482}");
    privileges[0].Depth = PrivilegeDepth.Global;

    privileges[1] = new RolePrivilege();
    privileges[1].PrivilegeId = new Guid("{3c0d501a-140b-11d1-b40f-00a0c9223196}");
    privileges[1].Depth = PrivilegeDepth.Global;

    privileges[2] = new RolePrivilege();
    privileges[2].PrivilegeId = new Guid("{4747b320-62ce-11cf-a5d6-28db04c10000}");
    privileges[2].Depth = PrivilegeDepth.Global;

    AddPrivilegesRoleRequest request = new AddPrivilegesRoleRequest()
    {
        RoleId = _roleId,
        Privileges = privileges,

    };
    AddPrivilegesRoleResponse response =
     (AddPrivilegesRoleResponse)_serviceProxy.Execute(request);

    //Add Field Security Profile on Attribute
    FieldPermission identityPermission = new FieldPermission()
    {
       AttributeLogicalName = "new_paymentamount",
       EntityName = "new_payment",
       CanRead = new OptionSetValue(FieldPermissionType.Allowed),
       FieldSecurityProfileId = new EntityReference(FieldSecurityProfile.EntityLogicalName, _profileId)
    };
    Guid _identityPermissionId = _serviceProxy.Create(identityPermission);

    // Create list for storing retrieved profiles.
    List<Guid> profileIds = new List<Guid>();

    // Build query to obtain the field security profiles.
    QueryExpression qe = new QueryExpression()
    {
       EntityName = FieldSecurityProfile.EntityLogicalName,
       ColumnSet = new ColumnSet("fieldsecurityprofileid"),
       LinkEntities =
       {
          new LinkEntity
          {
              LinkFromEntityName = FieldSecurityProfile.EntityLogicalName,
              LinkToEntityName = SystemUser.EntityLogicalName,
              LinkCriteria =
              {
                   Conditions =
                   {
                      new ConditionExpression("systemuserid", ConditionOperator.Equal, _userId)
                    }
               }
           }
        }
    };
    RetrieveMultipleRequest rmRequest = new RetrieveMultipleRequest()
    {
       Query = qe
    };
    EntityCollection bec = ((RetrieveMultipleResponse)_serviceProxy.Execute(
                    rmRequest)).EntityCollection;

    // Extract profiles from query result.
    foreach (FieldSecurityProfile profileEnt in bec.Entities)
    {
        profileIds.Add(profileEnt.FieldSecurityProfileId.Value);
    }

    // Retrieve attribute permissions of a FieldSecurityProfile.
    DataCollection<Entity> dc;
    QueryByAttribute qba = new QueryByAttribute(FieldPermission.EntityLogicalName);
    qba.AddAttributeValue("fieldsecurityprofileid", _profileId);
    qba.ColumnSet = new ColumnSet("attributelogicalname");
    dc = _serviceProxy.RetrieveMultiple(qba).Entities;

}

Creating,Updating, Retrieving and Associating Connection Role and Connections in CRM 2011

2012-04-13T11:42:00.002-07:00

In this article , I am explaining how to create , update , retrieve Connection and Connection Role
Namespace need to include

using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Discovery;
using Microsoft.Xrm.Sdk.Messages;
using Microsoft.Crm.Sdk.Messages;

Defining Connection Property

var Categories = new
{
   Business = 1,
   Family = 2,
   Social = 3,
   Sales = 4,
   Other = 5
};

Code to create Connection Role for account and contact entity

// Create the Connection Role 1
  ConnectionRole newConnectionRole1 = new ConnectionRole
  {
    Name = "Example Connection Role 1",
    Category = new OptionSetValue(Categories.Business),
  };
  Guid _connectionRole1Id = _serviceProxy.Create(newConnectionRole1);

  // Create a related Connection Role Object Type Code record for Account
  ConnectionRoleObjectTypeCode newAccountConnectionRole1TypeCode
           = new ConnectionRoleObjectTypeCode
  {
     ConnectionRoleId = new EntityReference(
                  ConnectionRole.EntityLogicalName, _connectionRole1Id),
     AssociatedObjectTypeCode = Account.EntityLogicalName
  };

  _serviceProxy.Create(newAccountConnectionRole1TypeCode);

  // Create a related Connection Role Object Type Code record for Contact
  ConnectionRoleObjectTypeCode newContactConnectionRole1TypeCode
            = new ConnectionRoleObjectTypeCode
  {
     ConnectionRoleId = new EntityReference(
                ConnectionRole.EntityLogicalName, _connectionRole1Id),
     AssociatedObjectTypeCode = Contact.EntityLogicalName
  };

  _serviceProxy.Create(newContactConnectionRole1TypeCode);

  // Create the Connection Role 2
  ConnectionRole newConnectionRole2 = new ConnectionRole
  {
     Name = "Example Connection Role 2",
     Category = new OptionSetValue(Categories.Business),
  };
  Guid _connectionRole2Id = _serviceProxy.Create(newConnectionRole2);

  // Create a related Connection Role 2 Object Type Code record for Account
  ConnectionRoleObjectTypeCode newAccountConnectionRole2TypeCode
       = new ConnectionRoleObjectTypeCode
  {
      ConnectionRoleId = new EntityReference(
                  ConnectionRole.EntityLogicalName, _connectionRole2Id),
      AssociatedObjectTypeCode = Account.EntityLogicalName
  };
  _serviceProxy.Create(newAccountConnectionRole2TypeCode);

  // Create a related Connection Role 2 Object Type Code record for Contact
  ConnectionRoleObjectTypeCode newContactConnectionRole2TypeCode
            = new ConnectionRoleObjectTypeCode
  {
     ConnectionRoleId = new EntityReference(
                ConnectionRole.EntityLogicalName, _connectionRole2Id),
     AssociatedObjectTypeCode = Contact.EntityLogicalName
  };
  _serviceProxy.Create(newContactConnectionRole2TypeCode);

Code to Associate the connection roles

  AssociateRequest associateConnectionRoles = new AssociateRequest
  {
     Target = new EntityReference(ConnectionRole.EntityLogicalName,
                            _connectionRole1Id),
     RelatedEntities = new EntityReferenceCollection()
     {
         new EntityReference(ConnectionRole.EntityLogicalName,
                                _connectionRole2Id)
     },
     // The name of the relationship connection role association
     // relationship in MS CRM
     Relationship = new Relationship()
     {
       PrimaryEntityRole = EntityRole.Referencing, // Referencing or Referenced based on N:1 or 1:N reflexive    relationship.
       SchemaName = "connectionroleassociation_association"
     }
  };
  _serviceProxy.Execute(associateConnectionRoles);

Code to Update the connectionrole instance

  ConnectionRole connectionRole = new ConnectionRole
  {
     ConnectionRoleId = _connectionRole1Id,
     Name = "Updated Connection Role",
     Description = "This is an updated connection role.",
     Category = new OptionSetValue(Categories.Other)
  };
  _serviceProxy.Update(connectionRole);

Code to create a connection between the account and the contact and assign a connection role to a record

  // Create an Account
  Account setupAccount = new Account { Name = "Example Account" };
  Guid _accountId = _serviceProxy.Create(setupAccount);

  // Create a Contact
  Contact setupContact = new Contact { LastName = "Example Contact" };
  Guid _contactId = _serviceProxy.Create(setupContact);

  // Create a connection between the account and the contact.
  // Assign a connection role to a record.
  Connection newConnection = new Connection
  {
     Record1Id = new EntityReference(Account.EntityLogicalName,
                            _accountId),
     Record1RoleId = new EntityReference(ConnectionRole.EntityLogicalName,
                            _connectionRole1Id),
     Record2RoleId = new EntityReference(ConnectionRole.EntityLogicalName,
                            _connectionRole1Id),
     Record2Id = new EntityReference(Contact.EntityLogicalName,
                            _contactId)
  };
  Guid _connectionId = _serviceProxy.Create(newConnection);

Code to retrieves all connections related to contact record

  QueryExpression query = new QueryExpression
  {
     EntityName = Connection.EntityLogicalName,
     ColumnSet = new ColumnSet("connectionid"),
     Criteria = new FilterExpression
     {
          FilterOperator = LogicalOperator.And,
          Conditions =
          {
             // You can safely query against only record1id or
             // record2id - CRM will find all connections this
             // entity is a part of either way.
             new ConditionExpression
             {
                AttributeName = "record1id",
                Operator = ConditionOperator.Equal,
                Values = { _contactId }
             }
          }
       }
   };
   EntityCollection results = _serviceProxy.RetrieveMultiple(query);

Code to retrieves all connections related to specified object type code

   QueryExpression allQuery = new QueryExpression
   {
      EntityName = ConnectionRole.EntityLogicalName,
      ColumnSet = new ColumnSet("connectionroleid", "name"),
      Distinct = true,
      LinkEntities =
      {
         new LinkEntity
         {
            LinkToEntityName =
            ConnectionRoleObjectTypeCode.EntityLogicalName,
            LinkToAttributeName = "connectionroleid",
            LinkFromEntityName = ConnectionRole.EntityLogicalName,
            LinkFromAttributeName = "connectionroleid",
            LinkCriteria = new FilterExpression
            {
               FilterOperator = LogicalOperator.And,
               // Set a condition to only get connection roles
               // related to all entities (object type code = 0).
               Conditions =
               {
                    new ConditionExpression
                    {
                       AttributeName = "associatedobjecttypecode",
                       Operator = ConditionOperator.Equal,
                       Values = { 0 }
                     }
                }
             }
           }
        }
    };
    EntityCollection typecoderesults = _serviceProxy.RetrieveMultiple(allQuery);

Code to retrieves all connection roles that have this role listed as a reciprocal role

    QueryExpression reciprocalrolequery = new QueryExpression
    {
      EntityName = ConnectionRole.EntityLogicalName,
      ColumnSet = new ColumnSet("connectionroleid"),
      LinkEntities =
      {
         new LinkEntity
         {
            JoinOperator = JoinOperator.Inner,
            LinkFromEntityName =  ConnectionRole.EntityLogicalName,
            LinkFromAttributeName = "connectionroleid",
            LinkToEntityName = "connectionroleassociation",
            LinkToAttributeName = "connectionroleid",
            LinkCriteria = new FilterExpression
            {
                FilterOperator = LogicalOperator.And,
                Conditions =
                {
                    new ConditionExpression
                    {
                       AttributeName = "associatedconnectionroleid",
                       Operator = ConditionOperator.Equal,
                       Values = { _connectionRole2Id }
                     }
                 }
             }
           }
       }
    };

    EntityCollection reciprocalroleresults = _serviceProxy.RetrieveMultiple(reciprocalrolequery);

Complete Code

using (OrganizationServiceProxy _serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri,
           serverConfig.HomeRealmUri,
           serverConfig.Credentials,
           serverConfig.DeviceCredentials))
{
  _serviceProxy.ServiceConfiguration.CurrentServiceEndpoint.Behaviors.Add(new ProxyTypesBehavior());

  // Define some anonymous types to define the range
  // of possible connection property values.
  var Categories = new
  {
    Business = 1,
    Family = 2,
    Social = 3,
    Sales = 4,
    Other = 5
  };

  // Create the Connection Role 1
  ConnectionRole newConnectionRole1 = new ConnectionRole
  {
    Name = "Example Connection Role 1",
    Category = new OptionSetValue(Categories.Business),
  };
  Guid _connectionRole1Id = _serviceProxy.Create(newConnectionRole1);

  // Create a related Connection Role Object Type Code record for Account
  ConnectionRoleObjectTypeCode newAccountConnectionRole1TypeCode
           = new ConnectionRoleObjectTypeCode
  {
     ConnectionRoleId = new EntityReference(
                  ConnectionRole.EntityLogicalName, _connectionRole1Id),
     AssociatedObjectTypeCode = Account.EntityLogicalName
  };

  _serviceProxy.Create(newAccountConnectionRole1TypeCode);

  // Create a related Connection Role Object Type Code record for Contact
  ConnectionRoleObjectTypeCode newContactConnectionRole1TypeCode
            = new ConnectionRoleObjectTypeCode
  {
     ConnectionRoleId = new EntityReference(
                ConnectionRole.EntityLogicalName, _connectionRole1Id),
     AssociatedObjectTypeCode = Contact.EntityLogicalName
  };

  _serviceProxy.Create(newContactConnectionRole1TypeCode);

  // Create the Connection Role 2
  ConnectionRole newConnectionRole2 = new ConnectionRole
  {
     Name = "Example Connection Role 2",
     Category = new OptionSetValue(Categories.Business),
  };
  Guid _connectionRole2Id = _serviceProxy.Create(newConnectionRole2);

  // Create a related Connection Role 2 Object Type Code record for Account
  ConnectionRoleObjectTypeCode newAccountConnectionRole2TypeCode
       = new ConnectionRoleObjectTypeCode
  {
      ConnectionRoleId = new EntityReference(
                  ConnectionRole.EntityLogicalName, _connectionRole2Id),
      AssociatedObjectTypeCode = Account.EntityLogicalName
  };
  _serviceProxy.Create(newAccountConnectionRole2TypeCode);

  // Create a related Connection Role 2 Object Type Code record for Contact
  ConnectionRoleObjectTypeCode newContactConnectionRole2TypeCode
            = new ConnectionRoleObjectTypeCode
  {
     ConnectionRoleId = new EntityReference(
                ConnectionRole.EntityLogicalName, _connectionRole2Id),
     AssociatedObjectTypeCode = Contact.EntityLogicalName
  };
  _serviceProxy.Create(newContactConnectionRole2TypeCode);

  // Associate the connection roles
  AssociateRequest associateConnectionRoles = new AssociateRequest
  {
     Target = new EntityReference(ConnectionRole.EntityLogicalName,
                            _connectionRole1Id),
     RelatedEntities = new EntityReferenceCollection()
     {
         new EntityReference(ConnectionRole.EntityLogicalName,
                                _connectionRole2Id)
     },
     // The name of the relationship connection role association
     // relationship in MS CRM
     Relationship = new Relationship()
     {
       PrimaryEntityRole = EntityRole.Referencing, // Referencing or Referenced based on N:1 or 1:N reflexive    relationship.
       SchemaName = "connectionroleassociation_association"
     }
  };
  _serviceProxy.Execute(associateConnectionRoles);

  // Update the connectionrole instance.
  ConnectionRole connectionRole = new ConnectionRole
  {
     ConnectionRoleId = _connectionRole1Id,
     Name = "Updated Connection Role",
     Description = "This is an updated connection role.",
     Category = new OptionSetValue(Categories.Other)
  };
  _serviceProxy.Update(connectionRole);

  // Create an Account
  Account setupAccount = new Account { Name = "Example Account" };
  Guid _accountId = _serviceProxy.Create(setupAccount);

  // Create a Contact
  Contact setupContact = new Contact { LastName = "Example Contact" };
  Guid _contactId = _serviceProxy.Create(setupContact);

  // Create a connection between the account and the contact.
  // Assign a connection role to a record.
  Connection newConnection = new Connection
  {
     Record1Id = new EntityReference(Account.EntityLogicalName,
                            _accountId),
     Record1RoleId = new EntityReference(ConnectionRole.EntityLogicalName,
                            _connectionRole1Id),
     Record2RoleId = new EntityReference(ConnectionRole.EntityLogicalName,
                            _connectionRole1Id),
     Record2Id = new EntityReference(Contact.EntityLogicalName,
                            _contactId)
  };
  Guid _connectionId = _serviceProxy.Create(newConnection);

  // This query retrieves all connections related to contact record.
  QueryExpression query = new QueryExpression
  {
     EntityName = Connection.EntityLogicalName,
     ColumnSet = new ColumnSet("connectionid"),
     Criteria = new FilterExpression
     {
          FilterOperator = LogicalOperator.And,
          Conditions =
          {
             // You can safely query against only record1id or
             // record2id - CRM will find all connections this
             // entity is a part of either way.
             new ConditionExpression
             {
                AttributeName = "record1id",
                Operator = ConditionOperator.Equal,
                Values = { _contactId }
             }
          }
       }
   };
   EntityCollection results = _serviceProxy.RetrieveMultiple(query);

   // This query retrieves all connections related to specified object type code.
   QueryExpression allQuery = new QueryExpression
   {
      EntityName = ConnectionRole.EntityLogicalName,
      ColumnSet = new ColumnSet("connectionroleid", "name"),
      Distinct = true,
      LinkEntities =
      {
         new LinkEntity
         {
            LinkToEntityName =
            ConnectionRoleObjectTypeCode.EntityLogicalName,
            LinkToAttributeName = "connectionroleid",
            LinkFromEntityName = ConnectionRole.EntityLogicalName,
            LinkFromAttributeName = "connectionroleid",
            LinkCriteria = new FilterExpression
            {
               FilterOperator = LogicalOperator.And,
               // Set a condition to only get connection roles
               // related to all entities (object type code = 0).
               Conditions =
               {
                    new ConditionExpression
                    {
                       AttributeName = "associatedobjecttypecode",
                       Operator = ConditionOperator.Equal,
                       Values = { 0 }
                     }
                }
             }
           }
        }
    };
    EntityCollection typecoderesults = _serviceProxy.RetrieveMultiple(allQuery);

    // This query retrieves all connection roles that have this role
    // listed as a reciprocal role.
    QueryExpression reciprocalrolequery = new QueryExpression
    {
      EntityName = ConnectionRole.EntityLogicalName,
      ColumnSet = new ColumnSet("connectionroleid"),
      LinkEntities =
      {
         new LinkEntity
         {
            JoinOperator = JoinOperator.Inner,
            LinkFromEntityName =  ConnectionRole.EntityLogicalName,
            LinkFromAttributeName = "connectionroleid",
            LinkToEntityName = "connectionroleassociation",
            LinkToAttributeName = "connectionroleid",
            LinkCriteria = new FilterExpression
            {
                FilterOperator = LogicalOperator.And,
                Conditions =
                {
                    new ConditionExpression
                    {
                       AttributeName = "associatedconnectionroleid",
                       Operator = ConditionOperator.Equal,
                       Values = { _connectionRole2Id }
                     }
                 }
             }
           }
       }
    };

    EntityCollection reciprocalroleresults = _serviceProxy.RetrieveMultiple(reciprocalrolequery);

}

Code to Qualify a Lead in CRM 2011

2012-04-13T11:41:00.002-07:00

In this article , I am explaining how to Qualify a lead as Account,contact or Opportunity
Creating Leads Record

    var lead1 = new Lead
    {
        CompanyName = "ITSoft",
        FirstName = "NAvish",
        LastName = "JAin",
        Subject = "Sample Lead 1"
     };
     Guid _lead1Id = _serviceProxy.Create(lead1);

     var lead2 = new Lead
     {
       CompanyName = "ITSoft Works",
       FirstName = "Sheenam",
       LastName = "Jain",
       Subject = "Sample Lead 2"
     };
     Guid _lead2Id = _serviceProxy.Create(lead2);

Code to Qualify Lead as Account and Contact

     var qualifyIntoAccountContactReq = new QualifyLeadRequest
     {
         CreateAccount = true,
         CreateContact = true,
         LeadId = new EntityReference(Lead.EntityLogicalName, _lead1Id),
         Status = new OptionSetValue((int)lead_statuscode.Qualified)
     };
     var qualifyIntoAccountContactRes =
                    (QualifyLeadResponse)_serviceProxy.Execute(qualifyIntoAccountContactReq);
     foreach (var entity in qualifyIntoAccountContactRes.CreatedEntities)
     {
        if (entity.LogicalName == Account.EntityLogicalName)
        {
            Guid _leadAccountId = entity.Id;
        }
        else if (entity.LogicalName == Contact.EntityLogicalName)
        {
            Guid _contactId = entity.Id;
        }
     }

Retrieve the organization’s base currency ID for setting the transaction currency of the opportunity.

     var query = new QueryExpression("organization");
     query.ColumnSet = new ColumnSet("basecurrencyid");
     var result = _serviceProxy.RetrieveMultiple(query);
     var currencyId = (EntityReference)result.Entities[0]["basecurrencyid"];

Code to Qualify Lead as Opportunity

     // Create an account to relate the opportunity to.
     var account = new Account
     {
       Name = "ITSoft Solutions",
       Address1_StateOrProvince = "Chandigarh"
     };
     Guid _accountId = (_serviceProxy.Create(account));
     // Qualify the second lead, creating an opportunity from it. We use an existing account for the
     // opportunity customer instead.
     var qualifyIntoOpportunityReq = new QualifyLeadRequest
     {
       CreateOpportunity = true,
       OpportunityCurrencyId = currencyId,
       OpportunityCustomerId = new EntityReference(
                        Account.EntityLogicalName,
                        _accountId),
       Status = new OptionSetValue((int)lead_statuscode.Qualified),
       LeadId = new EntityReference(Lead.EntityLogicalName, _lead2Id)
     };
     var qualifyIntoOpportunityRes =
                    (QualifyLeadResponse)_serviceProxy.Execute(qualifyIntoOpportunityReq);

     foreach (var entity in qualifyIntoOpportunityRes.CreatedEntities)
     {
        if (entity.LogicalName == Opportunity.EntityLogicalName)
        {
           Guid _opportunityId = entity.Id;
        }
      }

Complete code to qualify lead to Account,Contact and Opportunity

using (OrganizationServiceProxy _serviceProxy = new OrganizationServiceProxy(
                serverConfig.OrganizationUri,
                serverConfig.HomeRealmUri,
                serverConfig.Credentials,
                serverConfig.DeviceCredentials))
{
     _serviceProxy.ServiceConfiguration.CurrentServiceEndpoint.Behaviors.Add(
                    new ProxyTypesBehavior());

     // Create two leads.
     var lead1 = new Lead
     {
        CompanyName = "ITSoft",
        FirstName = "NAvish",
        LastName = "JAin",
        Subject = "Sample Lead 1"
     };
     Guid _lead1Id = _serviceProxy.Create(lead1);

     var lead2 = new Lead
     {
       CompanyName = "ITSoft Works",
       FirstName = "Sheenam",
       LastName = "Jain",
       Subject = "Sample Lead 2"
     };
     Guid _lead2Id = _serviceProxy.Create(lead2);

     // Qualify the first lead, creating an account and a contact from it
     var qualifyIntoAccountContactReq = new QualifyLeadRequest
     {
         CreateAccount = true,
         CreateContact = true,
         LeadId = new EntityReference(Lead.EntityLogicalName, _lead1Id),
         Status = new OptionSetValue((int)lead_statuscode.Qualified)
     };
     var qualifyIntoAccountContactRes =
                    (QualifyLeadResponse)_serviceProxy.Execute(qualifyIntoAccountContactReq);
     foreach (var entity in qualifyIntoAccountContactRes.CreatedEntities)
     {
        if (entity.LogicalName == Account.EntityLogicalName)
        {
            Guid _leadAccountId = entity.Id;
        }
        else if (entity.LogicalName == Contact.EntityLogicalName)
        {
            Guid _contactId = entity.Id;
        }
     }

     // Retrieve the organization's base currency ID for setting the
     // transaction currency of the opportunity.
     var query = new QueryExpression("organization");
     query.ColumnSet = new ColumnSet("basecurrencyid");
     var result = _serviceProxy.RetrieveMultiple(query);
     var currencyId = (EntityReference)result.Entities[0]["basecurrencyid"];

     // Create an account to relate the opportunity to.
     var account = new Account
     {
       Name = "ITSoft Solutions",
       Address1_StateOrProvince = "Chandigarh"
     };
     Guid _accountId = (_serviceProxy.Create(account));
     // Qualify the second lead, creating an opportunity from it. We use an existing account for the
     // opportunity customer instead.
     var qualifyIntoOpportunityReq = new QualifyLeadRequest
     {
       CreateOpportunity = true,
       OpportunityCurrencyId = currencyId,
       OpportunityCustomerId = new EntityReference(
                        Account.EntityLogicalName,
                        _accountId),
       Status = new OptionSetValue((int)lead_statuscode.Qualified),
       LeadId = new EntityReference(Lead.EntityLogicalName, _lead2Id)
     };
     var qualifyIntoOpportunityRes =
                    (QualifyLeadResponse)_serviceProxy.Execute(qualifyIntoOpportunityReq);

     foreach (var entity in qualifyIntoOpportunityRes.CreatedEntities)
     {
        if (entity.LogicalName == Opportunity.EntityLogicalName)
        {
           Guid _opportunityId = entity.Id;
        }
      }

 }

create new entity records, just using JavaScript.

2012-04-10T05:46:00.002-07:00

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 + "";
  }
 
  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…');