Free Calendar Add-Ons for CRM 2015/2016

Today I am back with the new requirement where I was asked to display the record on the calendar view on the based of the date when the record was created for the specific Entity.

To Full-fill this requirement I have created a CRM Solution with the help of one of the open source java script library (FullCalendar - http://fullcalendar.io ).
The solution contains a web Resource "pankaj_calendarControlForAnyEntity"  which can be placed on any Entity form with some parameter and be able to view the record on calender .

End result will look like this:-

Steps to configure web resource properties:-
Step 1. Insert a web resource on the form and configure it according to this screen shot.

Step 2. Most important you need to take care about the parameter which need to be pass to the web resource.

Format of parameter :- parameter1,parameter2,parameter3,parameter4,parameter5              

1. parameter1 (Required) -Schema name of the Entity on which the calender control is being used.

2. parameter2 (Required) - Schema name of the Date Field on which we want to display the record.

3. parameter3 (Required)-Schema name of the String Field which  used as dispay name for record.

4.parameter4 (Optional)-Schema name of the Field which will be used as a filter field for the Entity

5.parameter5 (Optional) - Value that will used as a filter for paramter4 .                                            

Above used web resource parameters Example :-                                                                                 

                                                                    

"contact,createdon,fullname,fullname,aa" will fetch all the active record from contact Entity  

where fullname  contains "aa". Field to be display on the calendar will be "fullname" and the 

 cell to displayed on start day the record was "createdon".                                                           

Note:- This control allow you to add it for any Entity for any condition with any field as a         display name.                                                                                                         

You can download the solution from this link :-                                                                         Managed Solution                                                                                     

Un-Managed Solution                                                                            

 I have added a Unmanaged solution which will allow you to Enhance/Edit the control according 

to your requirement. I recommend you to go through this http://fullcalendar.io link to get the      

methods of the calendar control.

Hope this would help you to create a calendar control for your specfic Entity!!!!!!!!!            

Feel Free to comment if you have any question or need help to Enhance the control!!!!!!!!!!

                                                                     

Create A public View Using Java Script In CRM 2015/2016

Today I am back with the new requirement where my client has asked me to create a public view on the button click using java script .

To work around this requirement need to follow some step :-

1. Get the fetchXml generated using advance find or any other code source.
2. Create a layout for view according to your requirement.
3. create a record in "SavedQuery" Entity which is the CRM default Entity to save all the view.

Step 1.
Generating of fetchXml can be done through Advance Find if it has a static fetch request.
For dynamic you have to create your own method to generate a fetchXml.

Sample of FetchXml will be like :-
      var fetchXml = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>" +
                        "<entity name='account'> " +
                            "<attribute name='new_lastname' />" +
                            "<attribute name='new_firstname' />" +                                                   
                            "<filter type='and'>" +
"<condition attribute='new_lastname' operator='like' value='%abc%' />" +
                            "</filter>" +                         
                         "</entity>" +
                      "</fetch>";
Step 2.
During creating Layout one thing need to keep in mind is the object value in Layout it should be the objectcode value of that entity on which the view is created.

To get the objectCode of Entity dynamically follow my this blog link :-
http://crmpankaj.blogspot.in/2015/10/create-custom-dialog-lookup-values-for.html
  var layoutXml = "<grid name='resultset' object='1' jump='name' select='1' preview='1' icon='1'>" +
             "<row name='result' id="accountid'>" +
                   "<cell name='sy_lastname' width='150' /> " +
                   "<cell name='sy_firstname' width='150' /> " +                  
           "  </row>" +

          "</grid>";
Step 3.
Now create a record in SavedQuery Entity in CRM.
Here we have used SDK.REST Library to create a record.

Sample code to create record .                 var savedQueryObject = new Object();
                savedQueryObject.Name = "A Custom Public View ;
                savedQueryObject.Description = "A Saved Query created";
                savedQueryObject.ReturnedTypeCode = "account";   //schema name of the Entity in which view need to be created
                savedQueryObject.FetchXml = fetchXml;
                savedQueryObject.LayoutXml = layoutXml;
               
              //  savedQueryObject.IsDefault = true;
                savedQueryObject.QueryType = 0;  //public view =0;

                SDK.REST.createRecord(savedQueryObject, "SavedQuery", function (result) {
                     alert("view created");
                        },
                        function (error) { alert(error.message); });

            } Hope this would be helpful in your custom development !!!!!
If you have any Query !!!  Please leave your comment !!!!!!!!!!

Send a PDF File as an attachment in Mail using java script in CRM 2015/2016

Today I will show how to "Send a PDF File as an attachment in Mail using java script in CRM 2015/2016 ".
To work around this we need to follow some steps :-

Step 1. Create a record in "Email" Entity with some subject value.
step 2. Create a record for activityParty in "ActivityParty" Entity.
step 3. Add the attachement of pdf in base64 to ActivityMimeAttachment and create a record in "ActivityMimeAttachment" Entity.
step 4. Open the Email form for based on the newelly created activityId.

STEP 1
CreateEmail: function () {
var email = new Object();
email.Subject = "Testing the sending of mail through java script";
SDK.REST.createRecord(email, "Email", EmailCallBack, function (error) { alert(error.message); });
}, STEP 2
When the Email record is created with sucessfull, Then we have to create activity party for that email.
// Email Call Back function
EmailCallBack: function (result) {
email1 = result;
var activityParty = new Object();
// Set the "party" of the ActivityParty // EntityReference of an entity this activityparty relatated to.
activityParty.PartyId = {
Id: Xrm.Page.context.getUserId(), // id of the the current user which becomes the sender
LogicalName: "systemuser"
};
// Set the "activity" of the ActivityParty
// EntityReference.
activityParty.ActivityId = {
Id: result.ActivityId,
LogicalName: "email"
};
// Set the participation type (what role the party has on the activity).
activityParty.ParticipationTypeMask = { Value: 1 }; // 1 mean Sender

SDK.REST.createRecord(activityParty, "ActivityParty", ActivityPartyCallBack, function (error) { alert(error.message); });
}, STEP 3
When activity Party is created we need to attached a pdf file as base64 to the mail.
For more information on how to create a pdf file follow my blog:-
Generate PDF File Using Java Script
ActivityPartyCallBack: function (result2) {
// Generate the pdf file to attached to the Email.
var responseSession = getReportingSession();
encodePdf(responseSession);
},
// create a Email record with the attachement and other parameters.
CreateEmailAttachment: function (bdy) {
//Email attachment parameters
var activitymimeattachment = Object();
activitymimeattachment.ObjectId = Object();
activitymimeattachment.ObjectId.LogicalName = "email";
activitymimeattachment.ObjectId.Id = email1.ActivityId;
activitymimeattachment.ObjectTypeCode = "email",
activitymimeattachment.Subject = "File Attachment";
activitymimeattachment.Body = bdy;
activitymimeattachment.FileName = "xyz.pdf";
//Attachment call
activitymimeattachment.MimeType = "application/pdf";

SDK.REST.createRecord(activitymimeattachment, "ActivityMimeAttachment",ActivityMimeAttachmentCallBack, function (error) { alert(error.message); });
},
STEP 4 ActivityMimeAttachmentCallBack: function (result) {
var options = {
openInNewWindow: true
};
Xrm.Utility.openEntityForm("email", email1.ActivityId, null, options);
}, //Encode the binary output pdf file to create an attachement
encodePdf: function (responseSession) {

var retrieveEntityReq = new XMLHttpRequest();

var pth = Xrm.Page.context.getClientUrl() + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + responseSession[0] + "&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + responseSession[1] + "&OpType=Export&FileName=Public&ContentDisposition=OnlyHtmlInline&Format=PDF";

retrieveEntityReq.open("GET", pth, true);
retrieveEntityReq.setRequestHeader("Accept", "*/*");
retrieveEntityReq.responseType = "arraybuffer";

retrieveEntityReq.onreadystatechange = function () {
if (retrieveEntityReq.readyState == 4 && retrieveEntityReq.status == 200) {
var binary = "";
var bytes = new Uint8Array(this.response);

for (var i = 0; i < bytes.byteLength; i++) {
binary += String.fromCharCode(bytes[i]);
}
var bdy = btoa(binary);

CreateEmailAttachment(bdy);
}
};
retrieveEntityReq.send();
},  Method to get the session in the form of Array getReportingSession: function () {
var selectedIds = Xrm.Page.data.entity.getId();
var reportName = "abc.rdl";
var reportGuid = // Report GUID - Replace with your report GUID

var pth = Xrm.Page.context.getClientUrl() + "/CRMReports/rsviewer/QuirksReportViewer.aspx";

var retrieveEntityReq = new XMLHttpRequest();

retrieveEntityReq.open("POST", pth, false);

retrieveEntityReq.setRequestHeader("Accept", "*/*");

retrieveEntityReq.setRequestHeader("Content-Type", "application/x-www-form-urlencoded");

retrieveEntityReq.send("id=%7B" + reportGuid + "%7D&uniquename=" + Xrm.Page.context.getOrgUniqueName() + "&iscustomreport=true&reportnameonsrs=&reportName=" + reportName + "&isScheduledReport=false&p:<parameters Name In ssrs>=" + selectedIds.toLowerCase().replace(/[^a-z0-9-]/g, ''));
// p:<parameters Name In ssrs> :Is optional when you want to have parameter.
var x = retrieveEntityReq.responseText.lastIndexOf("ReportSession=");
var y = retrieveEntityReq.responseText.lastIndexOf("ControlID=");

var ret = new Array();

ret[0] = retrieveEntityReq.responseText.substr(x + 14, 24);
ret[1] = retrieveEntityReq.responseText.substr(x + 10, 32);

return ret;
},
 Hope this would help in your custom development.
Leave you comment if you have any query.....

Create A Custom DialogBox In CRM 2015/2016 Online

Hi All,

Today i am back with my new custom requirement in CRM 2015/2016 where i was required to

developer a custom Dialog Box, where we were required to get a different type of input from 

the user and that input need to used in the java script for the futher logic.

This is the sample Image of Custom Dialog Box which we develop using HTML.

 

To Full fill this requirement we need to follow some steps which are -:                                                                                                     

                                                     

Step 1 . First you need to develop the dialog using HTML webresource in CRM According to your         requirement what is needed. You can use CSS for the design and look.                         

Step 2. You should write all your java script logic in this web resource and pass the output result to

             the main CRM java script file.                                                                                            

            This is the sample code which we required to add in our dialog webresource to send a

            value as a return type to the main java script file.                                                               

 Mscrm.Utilities.setReturnValue(<yourReturnValue>);
       try{
        closeWindow(true);
        }
        catch(e){
        alert(e);
        }

Step 3. Now you need to call this dialog web Resource from the Main java script File.                                      Sample Code:                                                                                            

 var DialogProperty = new Xrm.DialogOptions();                                         
                        DialogProperty.width = 250;                                                                                  
                        DialogProperty.height = 350;                                                                                 

                        Xrm.Internal.openDialog("/WebResources/<dialogWebResourceName>", DialogProperty, null, null, callBackResponse);

 function callBackResponse(result) {                                                          
            if (result.length != 0)                                                           
                //Write Your Logic                                                             
                   }                                                                                                           

                                                                                                  

Hope this is going to help you in your custom development.                                            

For Any queries regarding this post you can comment and i will be back ASAP with your query

                                        

Generate PDF File using java script in Microsoft Dynamics CRM 2015 online in just 1 click .

Hi All,

Today I Back with my New requirement to "Generate a PDF file of an open record in Just 1 Click "

The Image Below will give you the clear understanding what was real requirement was.

To solve this requirement we need to follow some steps :-

1. You need to create an SSRS Report for your Record by passing "RecordId" as parameter.

2. Get the ReportSession and ControlId for the called report.

3. Open the Report as a PDF Format.

After the SSRs Report has been Added in CRM Instance. You need to add a Button on Form Ribbon.

Once we done with SSRs Report and Button we will create a  java script file and code will be

Method to get the SessionID and ControlID for the SSRSReport getReportingSession: function () {
        var selectedIds = Xrm.Page.data.entity.getId();
        var reportName = "NameofReport.rdl";
        var reportGuid = getReportGuidByName("NameofReport");   //OR Report GUID - Replace with your report GUID

        var pth = Xrm.Page.context.getClientUrl() + "/CRMReports/rsviewer/QuirksReportViewer.aspx";

        var retrieveEntityReq = new XMLHttpRequest();

        retrieveEntityReq.open("POST", pth, false);

        retrieveEntityReq.setRequestHeader("Accept", "*/*");

        retrieveEntityReq.setRequestHeader("Content-Type", "application/x-www-form-urlencoded");

        retrieveEntityReq.send("id=%7B" + reportGuid + "%7D&uniquename=" + Xrm.Page.context.getOrgUniqueName() + "&iscustomreport=true&reportnameonsrs=&reportName=" + reportName + "&isScheduledReport=false&p:parameterNamespecified in ssrs report=" + selectedIds);

        var x = retrieveEntityReq.responseText.lastIndexOf("ReportSession=");
        var y = retrieveEntityReq.responseText.lastIndexOf("ControlID=");

        var ret = new Array();

        ret[0] = retrieveEntityReq.responseText.substr(x + 14, 24);
        ret[1] = retrieveEntityReq.responseText.substr(x + 10, 32);

        return ret;
    }

**Replace the Value which is specified with the Red Color in the code.

After we have received the Session Array we will call a method which will download the PDF file to our Local drive. Code is here.
Method to Download PDF. runReportToPrint: function () {       

        var params = getReportingSession();

        var newPth = Xrm.Page.context.getClientUrl() + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + params[0] + "&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + params[1] + "&OpType=Export&FileName=public&ContentDisposition=OnlyHtmlInline&Format=PDF";

        window.open(newPth, "_self");
    } Hope this would help you in your custom development!!!
If you have any Query related the code!! Please leave the Comment!!!

Associate Records with the Record of Different Entity using java script

Hi All,

As a very common requirement, I was asked to implement the functionality to associate a record in CRM 2015 just to associate the existing record to the record of different entity.

To get this work done First you need to add SDK.REST.js library to your script.

Link to download Sdk.Rest

Then copy paste this code and pass the parameter value as required.

function associateRecord (parentId, childId) {

           SDK.REST.associateRecords(
                                          parentId,                                  //Guid of parent record
                                         "new_contactlist",                       // Schema Name of Parent Entity
                                          "new_contactlist_sevaprofilenew",  //Relationship Schema Name
                                          childId,                                    // Guid of Child Record
                                          "new_sevaprofilenew",             // Schema Name of Child entity
           
                       function () {
                                        alert("Association successful.");
                                        },
                       function () {
                                      alert("Record Already Found");
                                     });
        }

To get a lookup record of parent Entity in your script .

Please refer my previous Blog
http://crmpankaj.blogspot.in/2015/10/create-custom-dialog-lookup-values-for.html

Hope this would be very helpful to you in your development.

Create a custom Dialog Lookup Records For an Entities on button click.

One feature of Dialogs is the ability to prompt the user for a record to interact with i.e. prompt for a lookup response.

This blog fulfil the Requirement Like we have a custom Button on the Form/Ribbon and onclick of this button i need to create a lookup for an Entity which looks similar to CRM Lookup.

Here is the code which i have used to get the solution.

var url = "/_controls/lookup/lookupsingle.aspx?objecttypes=" + objectTypeCode;

var DialogOptions = new Xrm.DialogOptions();

DialogOptions.width = 500;

 DialogOptions.height = 300;

Xrm.Internal.openDialog(Mscrm.CrmUri.create(url).toString(), DialogOptions, null, null, returnDialogResponse);

objectTypeCode:- You Need to provide a objectTypecode value of the Entity on which Entity the lookup is going to be created But I Recommend to get the "objectTypecode" dynamically by passing Schema Name of the Entity because when the solution is Export/Import then this Entity objectTypeCode may differ from different Machine.

Here i am providing a method which help you to get the objectTypeCode of an Entity by passing the Schema Name of an Entity.

 function getEntityObjectTypeCodeByName(entitySchemaName) {

            try {

                var lookupService = new window.parent.RemoteCommand("LookupService",                                           "RetrieveTypeCode");

                lookupService.SetParameter("entityName", entityName);

                var result = lookupService.Execute();

                if (result.Success && typeof result.ReturnValue == "number") {

                    return result.ReturnValue;

                } else {

                    return null;

                }

            } 

          catch (e) {

                alert("Error getting ETC by Name – " + e.description);

            }

        }

Hope this will be Helpful in your CRM custom development.