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CRM 2011, Plug-Ins

Sending Email using Email Template in CRM 2011

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Rajeev Pentyala

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February 19, 2012

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…
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CRM 2011, JScript

Retrieve record using OData and JQuery in CRM 2011

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Rajeev Pentyala

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February 12, 2012

Hi, Below is the script to read a record using OData & JQuery function retrieveRecord(id, odataSetName) { // Get Server URL var serverUrl = Xrm.Page.context.getServerUrl(); //The OData end-point var ODATA_ENDPOINT = “/XRMServices/2011/OrganizationData.svc”; //Asynchronous AJAX function to Retrieve a CRM record using OData $.ajax({ type: “GET”, contentType: “application/json; charset=utf-8”, datatype: “json”,…
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CRM 2011

Reading the GUID of record from CRM form URL

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Rajeev Pentyala

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February 9, 2012

Hi, Below are the steps to get the GUID of record from CRM form URL. In the form ribbon, click on Copy a Link button in the Collaborate group. Paste the URL on notepad. The ‘id’ parameter in the copied URL contains the encoded id value for the record. The brackets in…
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CRM 2011, JScript

Using JQuery and Json in Ribbon button’s function handler

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February 6, 2012

Hi, In one of my CRM 2011 requirement, I had to update a record using ribbon button placed on CRM grid. I had written an update script which calls OData service using Json & JQuery. (link) But when I execute the function, I got “$ undefined” exception. I wondered since I already…
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CRM 2011, JScript

Update record using OData and JQuery in CRM 2011

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Rajeev Pentyala

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February 5, 2012

Hi, Below is the script to update a record using OData & JQuery. I am updating an Account record in this example. function updateRecord(id, entityObject, odataSetName) { var jsonEntity = window.JSON.stringify(entityObject); // Get Server URL var serverUrl = Xrm.Page.context.getServerUrl(); //The OData end-point var ODATA_ENDPOINT = “/XRMServices/2011/OrganizationData.svc”; //Asynchronous AJAX function to Update a CRM…
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CRM 2011, JScript

Assign record using JScript in CRM 2011

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February 4, 2012

Hi, Below is the Jscript to assign a record to particular User using SOAP. function AssignRecord(Assignee, Target, entityName) { var request = “<s:Envelope xmlns:s=\”http://schemas.xmlsoap.org/soap/envelope/\”>”; request += “<s:Body>”; request += “<Execute xmlns=\”http://schemas.microsoft.com/xrm/2011/Contracts/Services\””; request += ” xmlns:i=\”http://www.w3.org/2001/XMLSchema-instance\”>”; request += “<request i:type=\”b:AssignRequest\””; request += ” xmlns:a=\”http://schemas.microsoft.com/xrm/2011/Contracts\””; request += ” xmlns:b=\”http://schemas.microsoft.com/crm/2011/Contracts\”>”; request += “<a:Parameters…
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Misc

Closing Aspx page on PostBack by suppressing close confirmation

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February 4, 2012

Hi, Below is the code to close the current .aspx page in the Postback (i.e., On Button click) without “Close” confirmation dialog // Close the window with no close confirmation Response.Write(“<script language=’javascript’> { window.open(”, ‘_self’, ”); window.close(); }</script>”); Hope it helps 🙂
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CRM 2011

Reading Optionset using CRM 2011 IOrganizationService

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Rajeev Pentyala

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February 3, 2012

Hi, Below is the code to read “Optionset” using CRM 2011 IOrganizationService. Below logic reads the Optionset and returns “KeyValue” list (Key = Option Label; Value = Option Value) using Microsoft.Xrm.Sdk; using Microsoft.Xrm.Sdk.Client; using Microsoft.Xrm.Sdk.Query; using Microsoft.Xrm.Sdk.Messages; using Microsoft.Xrm.Sdk.Metadata; public List<KeyValuePair<string, int>> GetOptionSet(string entityName, string attributeName, IOrganizationService service) { var optionSet =…
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CRM 2011, Misc

New window is opening up on button click in modal dialog

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February 1, 2012

Hi, In one of my requirement, I am opening an “.aspx” page in modal dialog on CRM ribbon button click. My .aspx page has a button and when I click on the button , The same page is opening up in another window Fix :- Add “base target=”_self” tag to the .Aspx page’s…
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CRM 2011, JScript

Create record using OData and JQuery in CRM 2011

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Rajeev Pentyala

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January 29, 2012

Hi, Below is the code snippet to create a record (i.e., Account) using OData & JQuery. //Prepare ‘Account’ object and call create function function createAccount() { //Create an object to represent an Account record and set properties var account = new Object(); // Set text field account.Name = “Rajeev Pentyala”; // Set…
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