Developments around Microsoft Dynamics https://docs.microsoft.com/archive/blogs/paf/feed.xml Tue, 16 Apr 2019 05:22:00 GMT en-US hourly 1 Dependent Picklist (Recurrent problems) https://docs.microsoft.com/archive/blogs/paf/dependent-picklist-recurrent-problems Thu, 29 Sep 2011 02:52:00 GMT https://blogs.msdn.microsoft.com/paf/2011/09/29/dependent-picklist-recurrent-problems/ These problems are often  related to authentication issue or configuration issue.

So please follow these steps :

  • Connect to the CRM Server, then run deployment manager, select your organization and click browse from the right panel and then navigate to the Dependent Picklist link.
  • Define mapping between « case type » & « priority »:

clip_image002

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  • Create XML web resource
    • Click on get script button and copy the xml
    • Create a new xml web resource

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  • Edit case form
    • Edit case form, and click on form properties
    • Add pgs_SDK.DependentOptionSet.js script
    • Then add new function on the form load

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    • Then click on the form click on “case type” field and add onchange event

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    • Publish customization
  • Test

Open a case (an existing one or a new one)

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]]> How to easily create dependent Picklist(Option Set) in CRM 2011 ? https://docs.microsoft.com/archive/blogs/paf/how-to-easily-create-dependent-picklistoption-set-in-crm-2011 Thu, 21 Apr 2011 06:56:00 GMT https://blogs.msdn.microsoft.com/paf/2011/04/21/how-to-easily-create-dependent-picklistoption-set-in-crm-2011/ Remi Boigey, Partner Technical Consultant @ Microsoft France, did a new silverlight application in order to create Dependent Picklist by using a user friendly interface.

HomeDependentPickListCRM2011

Solution Features

  • It provides a generic, re-usable JScript library that can be used for any pair of option set fields.
  • It allows for a chain of dependent option set fields. Because each dependent option set field options are filtered based on the value of another field, additional option set fields options can be filtered by the option chosen in the first dependent option set field. This allows for the possibility of a set of hierarchically dependent option set fields.
  • The filtering of dependent options is set in an XML Web resource. This allows for changing the option mappings without changing the code. Editing an XML Web resource is easier for a non-developer to configure options with less opportunity to break the code.
  • The solution supports multiple languages. The filtering is based solely on the data value of the options rather than any text in the options.
  • Filtering works for any number of instances of an attribute control on the form.

Install the solution

Step 1 : Save the CRM solution on your disk - 

    Step 2 : Import the solution – Settings / Solutions / Import

    importsolutionCRM2011_thumb6

    Click on Browse Button and select the solution DependentPickLists_1_0_0_0_managed.zip.

    Click on next buttons and close the form.

    Refresh the web page.

Test the solution

In order to test the solution, you can use the Case entity with the two OptionSet fields: Case Type and Priority. We will filter them as displayed in the following table:

Case Type

Priority

Question

High
 

Normal
 

Low
   

Problem

High
 

Normal
   
Request

Normal
 

Low

When you finalized the mapping, click on ‘Get script’ button.

In order to use our script, you need to add a XML web ressource to the targeted entity.

Step 1

  • Go to Settings / Customization / Customize the System / Web Ressources
  • Click on New and fill the following attributes
    • Name = Schema Name
    • Display Name
    • Type
      • Select Data XML
      • Click on ‘Text editor’ and paste your clipboard
  • Save the form

Step 2

  • Go to Settings / Customization / Customize the System / Entities / Case / Forms
  • Open the Main Form
  • Click on Form properties
  • Add “gps_SDK.DepdenentOpeitonSet.js” script as available libraries

image

  • Then, in the ‘Event Handlers’ section, add the SDK.DependentOptionSet.init function on the control Form for the event OnLoad.
  • And follow the printscreens :

form

  • Click on Add

image

- Function: SDK.DependentOptionSet.init
- Check ‘Pass execution context as first parameter’

‘new_Case_DependentOptionSetConfig’
    The parameter is the schema name of the Web ressource we just created.
  • Click on OK

image

  • Save the Form.
  • Now, we have to add a function ‘SDK.DependentOptionSet.filterDependentField’ on the onchange event of the primary field (here case type)

- Double click on the ‘Case Type"’ Field

image

- Select the Events Tab

image

- Click on Add under the Event Handlers section

  1. Function: SDK.DependentOptionSet.filterDependentField
  2. Don’t Check ‘Pass execution context as first parameter’
‘casetypecode’,’prioritycode’
Parameters are the schema name of the option set fields..
  • Click on OK
  • Save the Form
  • Publish all customizations

publish

  • Navigate to Case Form and use the picklists : Case Type and Priority
]]> Microsoft Dynamics CRM 2011 – Hierarchical Treeview – Version 0.1 https://docs.microsoft.com/archive/blogs/paf/microsoft-dynamics-crm-2011-hierarchical-treeview-version-0-1 Fri, 25 Mar 2011 06:08:00 GMT https://blogs.msdn.microsoft.com/paf/2011/03/25/microsoft-dynamics-crm-2011-hierarchical-treeview-version-0-1/  

Rémi Boigey, Partner Technical Consultant @ Microsoft France, did a great Silverlight application (version 0.1) for  Microsoft Dynamics CRM 2011 that we share you today.

Solution Features

  • Dynamically display associated entities with the current record.
  • You can customize the display.
  • You can open records from the list

image

Next Features

  • Create a user interface in order to customize the view without coding.

Installation

Step 1 : Save the CRM solution on your disk -  SilverlightHierarchicalRelatedEntity_1_0_0_0_managed.zip

Step 2 : Import the solution – Settings / Solutions / Import

importsolutionCRM2011

Click on Browse Button and select the solution SilverlightHierarchicalRelatedEntity_1_0_0_0_managed.zip.

Click on next buttons and close the form.

Test the solution

In order to test the solution, We provide you a pre-configuration file for an account inside the solution.

In Settings/Customization/Customizations/Customize the System, select the account entity and edit the main Form.

Edit or add a new section.

Click on Insert tab, and then select Web resource 'Hierarchical Related Entity (Account sample).html'

WebRessources1CRM2011

WebRessourcesCRM2011

WebRessources2CRM2011

Save and publish the account form.

Customization

You can reuse and customize this solution for different entities, to do this follow the following steps :

  • Create a new HTML web resource (either in the default solution or in a custom solution)
  • Copy and paste the following code:

<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "https://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="https://www.w3.org/1999/xhtml" >
<head>
<title>Sample hierarchical Related Entity</title>
<style type="text/css">
html, body {
height: 100%;
overflow: auto;
    }

body {
             padding: 0;
             margin: 0;
    }
    #silverlightControlHost {
             height: 100%;
             text-align:center;
    }

    </style>
    <script type="text/javascript" src="gps_scripts/Silverlight.js"></script>
    <script type="text/javascript" src="gps_scripts/hierarchicalrelatedentity.js"></script>
    <script type="text/javascript" src="ClientGlobalContext.js.aspx"></script>
    <script type="text/javascript">

        var slConf = '<?xml version="1.0"?>' +

                        '<hierarchies xmlns:xsi="https://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="https://www.w3.org/2001/XMLSchema">' +

                            '<hierarchy entity="account" pk="accountid" icon="gps_imgs/ico_account.png" displayField="name"  UrlBody="/main.aspx?etc=1" UrlBodyExtra="extraqs=id=" UrlSuffix="pagetype=entityrecord">' +

                                '<relatedEntity  name="activitypointer" pluralName="Activités" pk="activityid" fk="regardingobjectid" displayField="subject|string,ownerid|EntityReference,scheduledstart|System.DateTime,scheduledend|System.DateTime" icon="gps_imgs/ico_activity.png" UrlBody="userdefined/edit.aspx?etc=4212" UrlBodyExtra="id=" UrlSuffix=""  />' +

                                '<relatedEntity  name="opportunity" pluralName="Opportunités" pk="opportunityid" fk="customerid" displayField=
"name|string,estimatedvalue|Money,estimatedclosedate|System.DateTime,closeprobability|int,ownerid|EntityReference" icon="gps_imgs/ico_opportunity.png"  UrlBody="main.aspx?etn=opportunity" UrlBodyExtra="extraqs=id=" UrlSuffix="pagetype=entityrecord"  />' +

                                '<relatedEntity name="contact" pluralName="Contacts" pk="contactid" fk="parentcustomerid" displayField="fullname" icon="gps_imgs/ico_contact.png"   UrlBody="main.aspx?etn=contact" UrlBodyExtra="extraqs=id=" UrlSuffix="pagetype=entityrecord" />' +

                                '<relatedEntity  name="account" pluralName="Sous-Comptes" pk="accountid" fk="parentaccountid" displayField="name" icon="gps_imgs/ico_subaccount.png"  UrlBody="main.aspx?etn=account" UrlBodyExtra="extraqs=id=" UrlSuffix="pagetype=entityrecord" />' +
                            '</hierarchy>' +
                        '</hierarchies>';
    </script>

</head>

<body>
<form id="form1" runat="server" style='height:100%'>
<div id="silverlightControlHost">
<script type="text/javascript">
         createSLObj(silverlightControlHost);
</script>
</div>
</form>
</body>
</html>

The display is done in JavaScript in the variable named “slConf”. This variable contains data in XML.

Tags

  • Hierarchy :Represents the current entity

Attributes

  • entity : schema name of the entity
  • pk : primary key of the entity
  • icon: url

For information you can use your own pictures, for that you must import them into the CRM as a web resource.

If there are several attributes, you must use the separator ‘|’ between type and schema name and use a comma to separate different fields

Ex:

displayField=
"name|string,estimatedvalue|Money,estimatedclosedate|System.DateTime,closeprobability|int,ownerid|EntityReference"

UrlBody, UrlBodyExtra ,UrlSuffix : are used to build record url

Tags

  • relatedEntity : represents an entity linked to the current record

Attributes

  • entity,pk,icon,displayField : see previous definition
  • fk : foreign key
  • pluralName:

relatedEntity: represents an entity linked to the current record

This code samples is provided "AS IS" without warranty of any kind.
We appreciate any feedbacks, so feel free to contact Remi BOIGEY | remib@microsoft.com

PAF

]]> How to easily close many CRM 4.0 activities in one shot ? https://docs.microsoft.com/archive/blogs/paf/how-to-easily-close-many-crm-4-0-activities-in-one-shot Thu, 11 Mar 2010 07:18:00 GMT https://blogs.msdn.microsoft.com/paf/2010/03/11/how-to-easily-close-many-crm-4-0-activities-in-one-shot/ This sample allows you to add a button in order to close selected activities
in one shot.

image

Install:

- Export the ISV config file.

- extract the file and open it in an text editor.

- Update the isv config file with this source code (‘activitypointer’ section )

<ImportExportXml version="4.0.0.0" languagecode="1033" generatedBy="OnPremise">

  <Entities>

  </Entities>

  <Roles>

  </Roles>

  <Workflows>

  </Workflows>

  <IsvConfig>

    <configuration version="3.0.0000.0">

      <Root>

      </Root>

      <!-- Microsoft Customer Relationship Management Entities (Objects) -->

      <Entities>

        <Entity name="activitypointer">

          <Grid>

            <MenuBar>

              <Buttons>

                <Button Icon="/_imgs/ico_18_debug.gif" JavaScript="

                        var grid = document.getElementById('gridBodyTable');

                        var a = document.all['crmGrid'].InnerGrid.SelectedRecords;

                        var selectedItems = new Array(a.length);

                        for (var i=0; i &lt; a.length; i++)

                        {

                        var stateReq = '';

                        var stateType = '';

                        var state = 'Completed';

                        var status = '-1';

                         if(a[i][1] == '4212')

                         {

                          stateReq = 'SetStateTaskRequest';

                          stateType= 'Task';

                          }

                        else if(a[i][1] == '4210')

                         {

                          stateReq = 'SetStatePhoneCallRequest';

                          stateType= 'PhoneCall';

                          }

                        else if(a[i][1] == '4207')

                         {

                          stateReq = 'SetStateLetterRequest';

                          stateType= 'Letter';

                        }

                        else if(a[i][1] == '4204')

                         {

                          stateReq = 'SetStateFaxRequest';

                          stateType= 'Fax';

                        }

                        else if(a[i][1] == '4214')

                         {

                          stateReq = 'SetStateServiceAppointmentRequest';

                          stateType= 'ServiceAppointment';

                          state = 'Closed';

                        }

                        else if(a[i][1] == '4201')

                         {

                          stateReq = 'SetStateAppointmentRequest';

                          stateType= 'Appointment';

                        }

                       else if(a[i][1] == '4402')

                         {

                          stateReq = 'SetStateCampaignActivityRequest';

                          stateType= 'CampaignActivity';

                          state = 'Closed';

                        }

                       else if(a[i][1] == '4401')

                         {

                          stateReq = 'SetStateCampaignResponseRequest';

                          stateType= 'CampaignResponse';

                       }

                       else if(a[i][1] == '4202')

                         {

                          stateReq = 'SetStateEmailRequest';

                          stateType= 'Email';

                        }

                            var xml = '' +

'&lt;?xml version=&quot;1.0&quot; encoding=&quot;utf-8&quot;?>' +

                            '&lt;soap:Envelope xmlns:soap=&quot;https://schemas.xmlsoap.org/soap/envelope/&quot; xmlns:xsi=&quot;https://www.w3.org/2001/XMLSchema-instance&quot; xmlns:xsd=&quot;https://www.w3.org/2001/XMLSchema&quot;>' +

                            '  &lt;soap:Header>' +

                            '    &lt;CrmAuthenticationToken xmlns=&quot;https://schemas.microsoft.com/crm/2007/WebServices&quot;>' +

                            '      &lt;AuthenticationType xmlns=&quot;https://schemas.microsoft.com/crm/2007/CoreTypes&quot;>0&lt;/AuthenticationType>' +

                            '      &lt;OrganizationName xmlns=&quot;https://schemas.microsoft.com/crm/2007/CoreTypes&quot;>Microsoft&lt;/OrganizationName>' +

                            '      &lt;CallerId xmlns=&quot;https://schemas.microsoft.com/crm/2007/CoreTypes&quot;>00000000-0000-0000-0000-000000000000&lt;/CallerId>' +

                            '    &lt;/CrmAuthenticationToken>' +

                            '  &lt;/soap:Header>' +

                            '  &lt;soap:Body>' +

                            '    &lt;Execute xmlns=&quot;https://schemas.microsoft.com/crm/2007/WebServices&quot;>' +

                            '      &lt;Request xsi:type=&quot;'+stateReq+'&quot;>' +

                            '        &lt;EntityId>' + a[i][0] + '&lt;/EntityId>' +

                            '        &lt;'+stateType+'State>'+state+'&lt;/'+stateType+'State>'+

                            '        &lt;'+stateType+'Status>' +  status + '&lt;/'+stateType+'Status>'+

                            '    &lt;/Request>' +

                            '    &lt;/Execute>' +

                            '  &lt;/soap:Body>' +

                            '&lt;/soap:Envelope>' +

                            '';

                            var xmlHttpRequest = new ActiveXObject('Msxml2.XMLHTTP');

                            xmlHttpRequest.Open('POST', '/mscrmservices/2007/CrmService.asmx', false);

                            xmlHttpRequest.setRequestHeader('SOAPAction','https://schemas.microsoft.com/crm/2007/WebServices/Execute');

                            xmlHttpRequest.setRequestHeader('Content-Type', 'text/xml; charset=utf-8');

                            xmlHttpRequest.setRequestHeader('Content-Length', xml.length);

                            xmlHttpRequest.send(xml);

                            var resultXml = xmlHttpRequest.responseXML;                       

                        }

                        window.crmGrid.Refresh();

" Client="Web" AvailableOffline="true">

                  <Titles>

                    <Title LCID="1033" Text="Close Activities" />

                  </Titles>

                  <ToolTips>

                    <ToolTip LCID="1033" Text="Close Activities for selected records" />

                  </ToolTips>

                </Button>

              </Buttons>

            </MenuBar>

          </Grid>

        </Entity>

      </Entities>

    </configuration>

  </IsvConfig>

  <EntityMaps />

  <EntityRelationships />

  <Languages>

    <Language>1033</Language>

  </Languages>

</ImportExportXml>

-import in CRM the isv config file.

 

Pierre-Adrien FORESTIER | PAF | https://blogs.msdn.com/paf

]]> Field Level Security for Microsoft Dynamics CRM 4.0 https://docs.microsoft.com/archive/blogs/paf/field-level-security-for-microsoft-dynamics-crm-4-0 Mon, 08 Mar 2010 01:36:00 GMT https://blogs.msdn.microsoft.com/paf/2010/03/08/field-level-security-for-microsoft-dynamics-crm-4-0/ Here is a simple way to enable Field Level Security for Microsoft Dynamics CRM 4.0. This soluion is a ‘simple’ workaround :-) and only works on CRM Forms. the aim is to disabled fields following security roles.

Before:

image

After:

image

Just Copy/Paste the following code on the onload event and change the 2 first lines :

var _roles = ['roleX','System Administrator']; //array of security roles name

var _fields = ['name', 'accountNumber']; // array of field schema names to disable

UpdateFields();

/* Functions */

function UpdateFields() {

    var oXml = GetCurrentUserRoles();

    if (oXml != null) {

        var roles = oXml.selectNodes("//BusinessEntity/q1:name");

        if (roles != null) {

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

                for (j = 0; j < _roles.length; j++) {

                    if (roles[i].text == _roles[j]) {

                        for (k = 0; k < _fields.length; k++) {

                            try {

                                document.getElementById(_fields[k]).Disabled = true;

                            } catch (e) {

                            }

                        }

                        return;  

                    }

                }

            }

        }

    }

    return;

}

function GetCurrentUserRoles() {

    var xml = "" +

"<?xml version=\"1.0\" encoding=\"utf-8\"?>" +

"<soap:Envelope xmlns:soap=\"https://schemas.xmlsoap.org/soap/envelope/\" xmlns:xsi=\"https://www.w3.org/2001/XMLSchema-instance\" xmlns:xsd=\"https://www.w3.org/2001/XMLSchema\">" +

GenerateAuthenticationHeader() +

" <soap:Body>" +

" <RetrieveMultiple xmlns=\"https://schemas.microsoft.com/crm/2007/WebServices\">" +

" <query xmlns:q1=\"https://schemas.microsoft.com/crm/2006/Query\" xsi:type=\"q1:QueryExpression\">" +

" <q1:EntityName>role</q1:EntityName>" +

" <q1:ColumnSet xsi:type=\"q1:ColumnSet\">" +

" <q1:Attributes>" +

" <q1:Attribute>name</q1:Attribute>" +

" </q1:Attributes>" +

" </q1:ColumnSet>" +

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

" <q1:LinkEntities>" +

" <q1:LinkEntity>" +

" <q1:LinkFromAttributeName>roleid</q1:LinkFromAttributeName>" +

" <q1:LinkFromEntityName>role</q1:LinkFromEntityName>" +

" <q1:LinkToEntityName>systemuserroles</q1:LinkToEntityName>" +

" <q1:LinkToAttributeName>roleid</q1:LinkToAttributeName>" +

" <q1:JoinOperator>Inner</q1:JoinOperator>" +

" <q1:LinkEntities>" +

" <q1:LinkEntity>" +

" <q1:LinkFromAttributeName>systemuserid</q1:LinkFromAttributeName>" +

" <q1:LinkFromEntityName>systemuserroles</q1:LinkFromEntityName>" +

" <q1:LinkToEntityName>systemuser</q1:LinkToEntityName>" +

" <q1:LinkToAttributeName>systemuserid</q1:LinkToAttributeName>" +

" <q1:JoinOperator>Inner</q1:JoinOperator>" +

" <q1:LinkCriteria>" +

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

" <q1:Conditions>" +

" <q1:Condition>" +

" <q1:AttributeName>systemuserid</q1:AttributeName>" +

" <q1:Operator>EqualUserId</q1:Operator>" +

" </q1:Condition>" +

" </q1:Conditions>" +

" </q1:LinkCriteria>" +

" </q1:LinkEntity>" +

" </q1:LinkEntities>" +

" </q1:LinkEntity>" +

" </q1:LinkEntities>" +

" </query>" +

" </RetrieveMultiple>" +

" </soap:Body>" +

"</soap:Envelope>" +

"";

    var xmlHttpRequest = new ActiveXObject("Msxml2.XMLHTTP");

    xmlHttpRequest.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);

    xmlHttpRequest.setRequestHeader("SOAPAction", " https://schemas.microsoft.com/crm/2007/WebServices/RetrieveMultiple");

    xmlHttpRequest.setRequestHeader("Content-Type", "text/xml; charset=utf-8");

    xmlHttpRequest.setRequestHeader("Content-Length", xml.length);

    xmlHttpRequest.send(xml);

    var resultXml = xmlHttpRequest.responseXML;

    return (resultXml);

}

/* Functions */

 

 

Pierre-Adrien FORESTIER | PAF | https://blogs.msdn.com/paf

]]> Mobile Express for Microsoft Dynamics CRM 4.0 is available https://docs.microsoft.com/archive/blogs/paf/mobile-express-for-microsoft-dynamics-crm-4-0-is-available Fri, 07 Aug 2009 03:08:58 GMT https://blogs.msdn.microsoft.com/paf/2009/08/07/mobile-express-for-microsoft-dynamics-crm-4-0-is-available/  

Mobile Express for Microsoft Dynamics CRM 4.0 is available as a free download. It supports all the customization and the multi-tenant capabilities of Microsoft Dynamics CRM 4.0. Customization tools are embedded within Mobile Express for Microsoft Dynamics CRM 4.0, and it uses the same user roles that you already have to provide a role-based experience on the device.

https://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=f592ec6c-f412-4fd5-9a80-cd3bcbd26d8b#tm

]]> Update Rollup 5 for Microsoft Dynamics CRM 4.0 https://docs.microsoft.com/archive/blogs/paf/update-rollup-5-for-microsoft-dynamics-crm-4-0 Fri, 03 Jul 2009 04:06:07 GMT https://blogs.msdn.microsoft.com/paf/2009/07/03/update-rollup-5-for-microsoft-dynamics-crm-4-0/ Download it here :

https://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=5101d801-976b-4c11-bdfc-000b970ef4a3

Microsoft Dynamics CRM 4.0 updates and hotfixes :

https://support.microsoft.com/kb/949256/en-us

]]> Update Rollup 4 for Microsoft Dynamics CRM 4.0 https://docs.microsoft.com/archive/blogs/paf/update-rollup-4-for-microsoft-dynamics-crm-4-0 Mon, 11 May 2009 12:29:57 GMT https://blogs.msdn.microsoft.com/paf/2009/05/11/update-rollup-4-for-microsoft-dynamics-crm-4-0/ Download it here :

https://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=0ddf8e83-5d9c-4fe7-9ae6-f2713a024071

Microsoft Dynamics CRM 4.0 updates and hotfixes :

https://support.microsoft.com/kb/949256/en-us

]]> How to display related entity field in a CRM Lookup instead of the primary entity field? https://docs.microsoft.com/archive/blogs/paf/how-to-display-related-entity-field-in-a-crm-lookup-instead-of-the-primary-entity-field Wed, 22 Apr 2009 02:17:00 GMT https://blogs.msdn.microsoft.com/paf/2009/04/22/how-to-display-related-entity-field-in-a-crm-lookup-instead-of-the-primary-entity-field/ Overview

As you all know a CRM lookup only displays its related entity primary field. Although this can not be changed using existing customizations; in most cases that suffices.

However, there are occasions where you want to display another information in order to avoid opening the related entity form.

So I created a generic JavaScript function to display another attibute inside CRM lookup.

Sample

 

On a contact form you want to display the accountnumber field, inside the parent customer lookup, instead of primary field of the account entity.

Before:

image

After:

image 

Step 1

Go on the form where the lookup is displayed:

On the onload event, add this line of code and change LookupSchemaName by the schema name of your lookup.

crmForm.all.LookupSchemaName.FireOnChange();

Step 2

On the onchange event of the lookup, Copy the following code (inside the table):

  • fieldToDisplay = the name of the attribute that you want to display in the lookup. Take the schema name of the attribute in the linked entity.
  • fieldToDisplayIsText:
    • true if you want to display a nvarchar field.
    • false if you want to display a picklist or a lookup field.
  • organizationName = name of your organization (without spaces).

var fieldToDisplay = 'accountnumber';
var fieldToDisplayIsText = true;
var organizationName = 'MyOrganizationName';

var lookupData = new Array();
var lookupItem= new Object();
var lookup = event.srcElement.DataValue;

if (typeof(lookup) != 'undefined' && lookup != null && lookup[0] != null)
{
var myValue = GetAttributeValueFromID(lookup[0].typename,lookup[0].id,fieldToDisplay,fieldToDisplayIsText);

if(myValue != '')
{

  lookupItem.id = lookup[0].id;
   lookupItem.typename = lookup[0].typename;
   lookupItem.name = myValue;
   lookupData[0] = lookupItem; 
   crmForm.all[event.srcElement.id].DataValue = lookupData;
}

}

function GetAttributeValueFromID(sEntityName, sGUID, sAttributeName, isTextField)
{
var xml = "" +

"<?xml version=\"1.0\" encoding=\"utf-8\"?>" +

"<soap:Envelope xmlns:soap=\"https://schemas.xmlsoap.org/soap/envelope/\" xmlns:xsi=\"https://www.w3.org/2001/XMLSchema-instance\" xmlns:xsd=\"https://www.w3.org/2001/XMLSchema\">" +

GenerateAuthenticationHeader() +

"  <soap:Body>" +

"    <Execute xmlns=\"https://schemas.microsoft.com/crm/2007/WebServices\">" +

"      <Request xsi:type=\"RetrieveRequest\" ReturnDynamicEntities=\"false\">" +

"        <Target xsi:type=\"TargetRetrieveDynamic\">" +

"          <EntityName>" + sEntityName + "</EntityName>" +

"          <EntityId>" + sGUID + "</EntityId>" +

"        </Target>" +

"        <ColumnSet xmlns:q1=\"https://schemas.microsoft.com/crm/2006/Query\" xsi:type=\"q1:ColumnSet\">" +

"          <q1:Attributes>" +

"            <q1:Attribute>" + sAttributeName + "</q1:Attribute>" +

"          </q1:Attributes>" +

"        </ColumnSet>" +

"      </Request>" +

"    </Execute>" +

"  </soap:Body>" +

"</soap:Envelope>" +

"";

var xmlHttpRequest = new ActiveXObject("Msxml2.XMLHTTP");

xmlHttpRequest.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);

xmlHttpRequest.setRequestHeader("SOAPAction","https://schemas.microsoft.com/crm/2007/WebServices/Execute");

xmlHttpRequest.setRequestHeader("Content-Type", "text/xml; charset=utf-8");

xmlHttpRequest.setRequestHeader("Content-Length", xml.length);

xmlHttpRequest.send(xml);

var result = null;

if(isTextField){

result = xmlHttpRequest.responseXML.selectSingleNode("//q1:" + sAttributeName).text;

}

else

{

result = xmlHttpRequest.responseXML.selectSingleNode("//q1:" + sAttributeName).getAttribute('name');

}
                        if (result == null)
                        {
                                    return '';
}
                        else
                        return result;
            }

Step 3

Save and publish the entity

 

PAF

]]> CRM 4.0 doesn’t provide a 360 view, so we did it for you :-) – Version 0.9 https://docs.microsoft.com/archive/blogs/paf/crm-4-0-doesnt-provide-a-360-view-so-we-did-it-for-you-version-0-9 Wed, 08 Apr 2009 02:13:00 GMT https://blogs.msdn.microsoft.com/paf/2009/04/08/crm-4-0-doesnt-provide-a-360-view-so-we-did-it-for-you-version-0-9/ Here you’ll find our free Relationship Explorer/Charting for Microsoft Dynamics CRM 4.0.

Too many people were asking us this feature, so now we’re proud to share this first version.

image

Download it here Version 32bits
                         Version 64 bits
                         Configuration Document

Requirement :

- .NET 3.5 Framework installed
- Microsoft Dynamics CRM 4.0

Step 1 : Installation

Follow this video:

In site map :

To add a link in the site map, add this snippet in the site map xml file.

<Group Id="Addons" Title="Addons">
  <SubArea Id="nav_treeview" Title="Vue d'ensemble" Icon="/_imgs/area/18_calendar.gif"    Url="/ISV/HierarchicalView/hierarchie.aspx?file=*******.xml" Client="Web" PassParams="1" />
</Group>

The PassParams attribute must be set to 1.
Replace ‘*******’  by the file name to use as configuration file.

Video show you how to display the 360 view in the CRM site map but you can display it in any entity form by adding an Iframe.

Iframe properties:

image

Don’t forget to check “Pass record object-type code and unique identifier as parameters” and uncheck “Restrict cross-frame scripting”.
Replace schemaname.xml in the url by your configuration file name.

Step 2: Configuration

If you want to create multiple tree structures, you can create and define a new xml file for each structure. To specify which structure you want to display, you must add “file” parameter in the URL. For example:

* /ISV/HierarchicalView/hierarchie.aspx?file=account.xml

All structure xml file must be in ISV/HierarchicalView folder. We provide you a document explaining you how to write your own xml file.

In the project package, there is a xsd file which define the xml structure of the configuration file.

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