Archive for the ‘CRM 2011’ Category

event.returnValue is not working after UR 12 – Fix

July 15, 2013 2 comments

We use event.returnValue=false statement, to stop the event execution. (i.e., I can stop my crm form’s save action, if I write event.returnValue=false statement on my onsave() event).

After I upgraded to UR12, I was getting script error, if I use the event.returnValue statement.


  • Update Rollup 12 and December 2012 Service Update support additional browsers by generating HTML that supports W3C standards.
  • This requires removing dependencies on HTML components (HTC) that are specific to Internet Explorer.
  • Hence event.returnValue statement has been deprecated


  • Use context.getEventArgs().preventDefault() function to cancel the event execution

How do I use this

  • First to get “context”, enable the OnSave event handler to pass the execution context as the first parameter to the OnSave event handler.
  • Open customization form -> Form Properties and in “Handler Properties” window, select the “Pass execution ….” checkbox
  • Pass execution context

    Pass execution context

  • Next in your Jscript , read the context as first parameter

function onsave(context) {

// Prevent the event execution



Get more details on latest CRM JScript changes from this link



CRM online instance opening only in Mobile version – Fix

July 10, 2013 2 comments

The other day, when I upgraded to IE 11 browser and when I browse my CRM online URL, I was getting only mobile version (i.e., http://

CRM Mobile Version

CRM Mobile Version

Even if i explicitly provide the URL http://, it was redirecting to Mobile version Reason

  • CRM online is not compatible with IE 11


  • Add CRM online site to IE 11 compatibility list
  • Go to Tools -> Compatibility View Settings
  • Add the “” website to compatibility view settings by click on “Add”
Comaptibility Settings

Compatibility Settings

  • If its “OnPremise” add CRM server name to compatibility view settings.
  • Refresh the browser


Retrieve records with Fetchxml using Jscript – CRM 2011

June 20, 2013 1 comment

Retrieve the records using FetchXML is a convenient way as we can form the FetchXML easily using the ‘Advanced Find’ .

Download Fetch XML

Download Fetch XML

Once you have the FetchXML ready, below is the JScript to execute and read the result set.

  • In this sample, I am fetching records from custom entity “Bikes” which has relationship with ‘Contact’ entity. (i.e., Fetch all the bikes of a Contact whose full name contains ‘Raj’)
  • Note – I am using “xrmservicetoolkit” helper Jscript which is available in CodePlex. You just need to download the Jscript and refer to your CRM form.

function getBikesByContactName() {

var fetchXml =

“<fetch mapping=’logical’>” +

“<entity name=’raj_bike’>” +

“<attribute name=’raj_name’ />” +

“<attribute name=’createdon’ />” +

“<link-entity name=’contact’ from=’contactid’ to=’raj_customerid’ alias=’ad‘>” +

“<attribute name=’fullname’ />” +

“<filter type=’and’>” +

“<condition attribute=’fullname’ operator=’like’ value=’%raj%’ />” +

“</filter>” +

“</link-entity>” +

“</entity>” +


// Execute the fetch

var bikes = XrmServiceToolkit.Soap.Fetch(fetchXml);

// Get the results by loop through ‘bikes’

for (var indxBikes = 0; indxBikes < bikes.length; indxBikes++) {

alert(“Bike Name – “+bikes[indxBikes].attributes.raj_name.value);

alert(“Created On – “+bikes[indxBikes].attributes.createdon.value);

// Get the related entity (i.e., Contact) attributes using LinkEntity alias)

alert(“Related entity attribute (Contact Name) – ” + bikes[indxBikes];




Filtering Lookup view based on custom logic CRM 2011

June 17, 2013 1 comment

In one of my requirement, I have to filter my lookup view results based on another lookup field value.

I have 2 Lookup fields on my form

  • Product
  • Product Category

When I click on “Product” lookup, I have to show only Products with category as “Product Category” field value.

Filter Lookup View

Filter Lookup View

We can achieve this requirement using Jscript by following below steps

  • Create a new view with our filter
  • Use the SDK method addCustomView, to add newly created view for the lookup dialog box
  • Set this view as default view
  • Disable the view selector to avoid user to select other views from Lookup dialog
  • Put above logic in a function register it on “onchange” event of “Product Category” field

Below is the Jscript function

function createAndSetLookupView() {

// Some GUID but only needs to be unique among the other available views for the lookup

var viewId = “{CB6F8184-D7C2-4664-9FAB-18FD9DCDB22A}”;

// Name of the view

var viewDisplayName = “My filtered view”;

// Prepare the xml with columns to display and filter

// Tip : Use Advanced Find to prepare th FetchXML

var fetchXml = “<fetch version=’1.0′ ” +

“output-format=’xml-platform’ ” +

“mapping=’logical’>” +

“<entity name=’new_product’>” +

“<attribute name=’new_productid’ />” +

“<attribute name=’new_name’ />” +

“<attribute name=’new_categoryid’ />” +

“<attribute name=’createdon’ />” +

“<order attribute=’new_name’ ” +

“descending=’false’ />” +

“<filter type=’and’>” +

“<condition attribute=’new_categoryid’ ” +

“operator=’eq’ ” +

“uiname='” + {categoryName} + “‘ ” +

“uitype=’new_category’ ” +

“value='” + {categoryGUID} + “‘ />” +

“</filter>” +

“</entity>” +


var layoutXml = “<grid name=’resultset’ ” +

“object=’1′ ” +

“jump=’new_name’ ” +

“select=’1′ ” +

“icon=’1′ ” +

“preview=’2′>” +

“<row name=’result’ ” +

“id=’new_productid’>” +

“<cell name=’new_name’ ” +

“width=’150′ />” +

“<cell name=’new_categoryid’ ” +

“width=’150′ />” +

“<cell name=’createdon’ ” +

“width=’100′ />” +

“</row>” +


try {

// Lookup field which you want to add new view

var lookupControl = Xrm.Page.ui.controls.get(“new_productid”);

// Add the created view to Product lookup and set this view as default

lookupControl.addCustomView(viewId, “new_product”, viewDisplayName, fetchXml, layoutXml, true);

//Disable “View Selection” dropdown of “Product” lookup dialog

document.getElementById(“new_productid”).setAttribute(“disableViewPicker”, “1”);


catch (e) {

alert(“Error in createAndSetLookupView() – ” + e.description);




The server was unable to process the request due to an internal error – plugin registration tool

June 13, 2013 2 comments

The other day my plugin registration tool suddenly stopped connecting to my CRM server and was getting below error

Unhandled Exception: System.ServiceModel.FaultException: The server was unable to process the request due to an internal error

Below steps helped me to resolve the issue

  • Go to “Plugin Registration Tool” physical folder
    • Delete existing “Microsoft.Crm.Sdk.Proxy.dll” and “Microsoft.Xrm.Sdk.dll”

    Plugin registration tool folder

    • Get back the 2 .dlls either from CRM SDK or from “C:\Program Files\Microsoft Dynamics CRM\Server\bin” path of CRM server machine
    • Paste them in “Plugin Registration Tool” folder
  • Reset the IIS
  • Open the Plugin Registration Tool and try to connect to the server


Retrieve associated records (N:N related)

In CRM, If you create N:N relationship between 2 entities, it creates an intermediate entity (i.e., Relationship Entity) with 3 fields

  • Primary key field of “Relationship Entity”
  • Entity 1 Primary Key field
  • Entity 2 Primary Key field
N toN Relationship

N to N Relationship

In this sample, I have 2 custom entities “Bike” and “Bond” with N:N association. (i.e., A ‘Bike’ can have N no of ‘Bonds’ and a ‘Bond’ can be associate with N ‘Bikes’)

To get all the ‘Bonds’ of ‘Bike’ with name “Honda”, below is the query expression.

string entity1 = “raj_bike”;

string entity2 = “raj_bond”;

string relationshipEntityName = “raj_bike_bond”;

QueryExpression query = new QueryExpression(entity1);

query.ColumnSet = new ColumnSet(true);

LinkEntity linkEntity1 = new LinkEntity(entity1, relationshipEntityName, “raj_bikeid”, “{Entity 1 Primary key field (i.e.,raj_bikeid)}“, JoinOperator.Inner);

LinkEntity linkEntity2 = new LinkEntity(relationshipEntityName, entity2, “raj_bondid”, “{Entity 2 Primary key field (i.e.,raj_bondid)}“, JoinOperator.Inner);



// Add condition to match the Bike name with “Honda”

linkEntity2.LinkCriteria = new FilterExpression();

linkEntity2.LinkCriteria.AddCondition(new ConditionExpression(“raj_bikename”, ConditionOperator.Equal, “Honda”));

EntityCollection collRecords = service.RetrieveMultiple(query);

Note : To retrieve columns from Entity 2, set ‘Alias’ to ‘LinkEntity2’.


Associate Campaign with related items using Jscript – CRM 2011

We can associate 2 entity records having N:N relationship using “AssociateRequest” SDK message. (How to associate)

But you get below error when you try to associate a Campaign record with Campaign related items such as Marketing List, Product, or Salesliterature using “AssociateRequest” SDK message.

Associate is not supported for CampaignItem Platform

To associate a Campaign, we have an exclusive SDK message “AddItemCampaignRequest”.

Below is the Jscript to associate Campaign with related records

function associateCampaignItem (campaignId, associateRecordId, associateRecordSchemaName) {

var requestMain = “”

requestMain += “<s:Envelope xmlns:s=\”\”>”;

requestMain += ” <s:Body>”;

requestMain += ” <Execute xmlns=\”\” xmlns:i=\”\”>”;

requestMain += ” <request i:type=\”b:AddItemCampaignRequest\” xmlns:a=\”\” xmlns:b=\”\”>”;

requestMain += ” <a:Parameters xmlns:c=\”\”>”;

requestMain += ” <a:KeyValuePairOfstringanyType>”;

requestMain += ” <c:key>CampaignId</c:key>”;

requestMain += ” <c:value i:type=\”d:guid\” xmlns:d=\”\”>” + campaignId + “</c:value>”;

requestMain += ” </a:KeyValuePairOfstringanyType>”;

requestMain += ” <a:KeyValuePairOfstringanyType>”;

requestMain += ” <c:key>EntityId</c:key>”;

requestMain += ” <c:value i:type=\”d:guid\” xmlns:d=\”\”>” + associateRecordId + “</c:value>”;

requestMain += ” </a:KeyValuePairOfstringanyType>”;

requestMain += ” <a:KeyValuePairOfstringanyType>”;

requestMain += ” <c:key>EntityName</c:key>”;

requestMain += ” <c:value i:type=\”d:string\” xmlns:d=\”\”>” + associateRecordSchemaName + “</c:value>”;

requestMain += ” </a:KeyValuePairOfstringanyType>”;

requestMain += ” </a:Parameters>”;

requestMain += ” <a:RequestId i:nil=\”true\” />”;

requestMain += ” <a:RequestName>AddItemCampaign</a:RequestName>”;

requestMain += ” </request>”;

requestMain += ” </Execute>”;

requestMain += ” </s:Body>”;

requestMain += “</s:Envelope>”;

var req = new XMLHttpRequest();


var OrgServicePath = “/XRMServices/2011/Organization.svc/web”;

var serverUrl = Xrm.Page.context.getServerUrl() + OrgServicePath;“POST”, serverUrl, true)

// Responses will return XML. It isn’t possible to return JSON.

req.setRequestHeader(“Accept”, “application/xml, text/xml, */*”);

req.setRequestHeader(“Content-Type”, “text/xml; charset=utf-8”);

req.setRequestHeader(“SOAPAction”, “;);

var successCallback = null;

var errorCallback = null;

req.onreadystatechange = function () { AddItemCampaignResponse(req); };



function AddItemCampaignResponse(req) {

if (req.readyState == 4) {

if (req.status == 200) {



else {

alert(“Error – ” + req.responseXML);




How do I use

  • Lets try to associate ‘Campaign’ with ‘Marketing List’ item using above script
  • Pass the required arguments as specified below

    var campaignId = “”; //Campaign GUID

var marketinglistId = “”; //Marketinglist GUID

var schemaName = “”; // Marketinglist entity Schema Name

associateCampaignItem(campaignId, marketinglistId, schemaName);

Below is the C# code to form the ‘AddItemCampaignRequest’

var request = new AddItemCampaignRequest
    CampaignId = campaignId,
    EntityId = marketinglistId,
    EntityName = {Marketinglist entity Schema Name}


Consuming WCF service from Jscript using JQuery

I recently got a requirement to host a WCF service in Azure and consume it client side using Jscript.

In this article, I am providing details on how to consume WCF service from Jscript with the help of JQuery.

In below example, service is a simple “Products.svc” contain 1 method “GetProducts()” and returns List<Product> (“Product” is custom class)

WCF Service

  • Service Contract (IProductService.cs)

[ServiceContract(Namespace = “http://ABCproducts&#8221;,

Name = “IProductService”,

SessionMode = SessionMode.NotAllowed,

ProtectionLevel = ProtectionLevel.None)]

public interface IProductService{



Method = “POST”,

BodyStyle = WebMessageBodyStyle.Wrapped,

RequestFormat = WebMessageFormat.Json,

ResponseFormat = WebMessageFormat.Json)]

List<Product> GetProducts();



public class Product{

string id = string.Empty;

string name = string.Empty;


public string ProductId{

get { return id; }

set { id = value; }



public string ProductName{

get { return name; }

set { name = value; }



  • Service (ProductService.svc)

public List<Product> GetProducts(){

List<Product> products = new List<Product>();

Product P1 = new Product();

P1.Id = “1”;

P1.Name = “Mango”;

Product P2 = new Product();

P2.Id = “2”;

P2.Name = “Apple”;



return products;


  • Service Binding (Web.config)
    • Very important note is, the service endpoint has to be “webHttpBinding”; otherwise we get “Cannot process the message because the content type application\json was not the expected…” error.
    • webHttpBinding is the REST-style binding, where you can hit a service URL and get back a result in either XML or JSON from the service.
    webHttp Binding

    webHttp Binding

    • Add a “EndPointBehavior” with “webHttp” stack element.
webHttp Behavior

webHttp Behavior

    • Below is the service configuration mentioned in my web.config file


<service name=”ProductService”>

<endpoint address=”” behaviorConfiguration=”endPtBehaviorJSon

binding=”webHttpBinding” bindingConfiguration=”bindingWebHttp”

name=”wsBindingBFS” contract=”IProductService” />





<behavior name=”endPtBehaviorJSon“>

<webHttp />





  • Since we are using JQuery, refer “JQuery.1.4.1.min.js” file
  • In this example we are getting output in json format. (Observe “dataType property mentioned as “json”)
  • getProducts” is the function which communicate to service and gets “Product” collection as response in JSon format.
  • The response comes in special format (i.e., WCF Service method name+Result)  (i.e, GetProductsResult)

function getProducts() {

var serviceURL = “http://{Server Name}/ProductService.svc/GetProducts“;


type: “POST”,

contentType: “application/json; charset=utf-8”,

url: serviceURL,

processData: false,

dataType: “json”,

//If the call succeeds


function (response) {



//If the call fails

error: function (XMLHttpRequest, textStatus, errorThrown) {

alert(“Error while retrieval – ” + XMLHttpRequest.responseText);




function retrieveProducts(response) {

// Result collection come as Response.{MethodName}+”Result”

if (response && response.GetProductsResult) {

$.each(response.GetProductsResult, function (i) {


“Product ID: ” + this.ProductId +

” Product Name: ” + this.ProductName);




Copy a security role programmatically – CRM 2011

In one of the requirement, we have to create a new security role by copying an existing role in a Plug-in.

The whole requirement break down to 3 steps

  1. Create a new security role
  2. Get all the existing role privileges by using “RetrieveRolePrivilegesRoleRequest
    1. RetrieveRolePrivilegesRoleResponse” contain, “RolePrivileges” property, with collection of privileges & access level
    2. Role Privilages

      Role Privileges

  3. Add the retrieved role privileges to the newly created role by using “AddPrivilegesRoleRequest

Below is the code for step 2 & 3

Guid existingRoleId = new Guid(“C85F0FFF-4C80-E211-A877-1CC1DE79B4CA”);

Guid newRoleId = new Guid(“B6690FFF-4C80-E211-A877-1CC1DE79B4CA”);

// Step 2

RetrieveRolePrivilegesRoleRequest getPrivilagesRequest = new RetrieveRolePrivilegesRoleRequest();

getPrivilagesRequest.RoleId = existingRoleId;

RetrieveRolePrivilegesRoleResponse privilagesResponse = (RetrieveRolePrivilegesRoleResponse)service.Execute(getPrivilagesRequest);

if (privilagesResponse != null && privilagesResponse.RolePrivileges != null){

// Step 3

AddPrivilegesRoleRequest addPrivilagesRequest = new AddPrivilegesRoleRequest();

addPrivilagesRequest.Privileges = privilagesResponse.RolePrivileges;

addPrivilagesRequest.RoleId = newRoleId;

AddPrivilegesRoleResponse addPrivilagesResponse = (AddPrivilegesRoleResponse)service.Execute(addPrivilagesRequest);



Unable to install CRM 2011 Report Extension – Reboot required error

I was getting below “Reboot Required” message when I tried to install “CRM 2011 Report Extension” (i.e., CRM2011-Bids-ENU-i386)

Installation cannot proceed

Installation cannot proceed

  • I restarted my machine and I retried to install, still I was getting same error.
  • As mentioned in the error message, I checked the log file under “C:\Users\{curr_user}\appdata\Roaming\Microsoft\MSCRM\Logs\BIDSExtensionsSetup.log” path, there it was written as

Reboot required — Key Found: HKCU\Software\Microsoft\Windows\CurrentVersion\RunOnce

Fix –

  • Seems a known issue
  • We need to delete the “RunOnce” key from “Registry” (Path – HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersion\RunOnce)
  • Refer KB Article from Microsoft.

After deletion of “RunOnce” key from Registry, I was able to install CRM 2011 Report Extension.