Microsoft CRM Blog

Javascript to Get Current user ID

CRM — Wed, 18 Nov 2009 01:06:35 +0000

The following function when called gets the GUID of current user


//

// Name : GetCurrentUserId

// Description: Gets the id of the current user

// Parameters : none

// Return Value: Guid of the current user

// Usage : var userId = GetCurrentUserId();

//

function GetCurrentUserId()

{

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

xmlhttp.open("POST", "/mscrmservices/2007/crmservice.asmx", false);

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

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

var soapBody = ""+

""+

""+

"";

var soapXml = "";

soapXml += GenerateAuthenticationHeader();

soapXml += soapBody;

soapXml += "";

xmlhttp.send(soapXml);

xmlDoc=new ActiveXObject("Microsoft.XMLDOM");

xmlDoc.async=false;

xmlDoc.loadXML(xmlhttp.responseXML.xml);

var userid = xmlDoc.getElementsByTagName("UserId")[0].childNodes[0].nodeValue;

return userid;

}

Javascript to check if user has a particular role-Field Level Security in CRM

CRM — Wed, 18 Nov 2009 01:04:55 +0000

Call the following function to check if the user has a particular role;

Based in the value of UserHasRole function you can set the security at field level


UserHasRole(GetCurrentUserRoles(), "System Administrator");

You need to copy the following two functions to work


//

// Name : UserHasRole

// Description: check if a role exist in the list of security roles (XML) user has

// Parameters : oXml

// resultXML you retrieve from GetCurrentUserRoles()

// role

// string value of the security role you want to check against

// Return Value: true if security role exists, otherwise false;

// Usage : var isUserSA = UserHasRole(resultXml, "System Administrator");

//

function UserHasRole(oXml, role)

{

if(oXml != null)

{

//select the node text

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

if(roles != null)

{

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

{

if(roles[i].text == role)

{

//return true if user has this role

return true;

}

}

}

}

//otherwise return false

return false;

}


//

// Name : GetCurrentUserRoles

// Description: Get all the security roles the current user is in

// Parameters : None

// Return Value: result XML from web service call

// Usage : var resultXml = GetCurrentUserRoles();

//

function GetCurrentUserRoles()

{

var xml = "" +

"" +

"http://schemas.xmlsoap.org/soap/envelope/" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd=""">http://www.w3.org/2001/XMLSchema">" + GenerateAuthenticationHeader() +

" " +

" "">http://schemas.microsoft.com/crm/2007/WebServices">" +

" http://schemas.microsoft.com/crm/2006/Query" xsi:type="q1:QueryExpression">" +

" role" +

" " +

" " +

" name" +

" " +

" " +

" false" +

" " +

" " +

" roleid" +

" role" +

" systemuserroles" +

" roleid" +

" Inner" +

" " +

" " +

" systemuserid" +

" systemuserroles" +

" systemuser" +

" systemuserid" +

" Inner" +

" " +

" And" +

" " +

" " +

" systemuserid" +

" EqualUserId" +

" " +

" " +

" " +

" " +

" " +

" " +

" " +

" " +

" " +

" " +

"" +

"";

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

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

xmlHttpRequest.setRequestHeader("SOAPAction"," http://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);

}

How to force submit readonly field in CRM 4

CRM — Tue, 17 Nov 2009 23:36:10 +0000

new_name is a readonly field so have to force submit to save changes


crmForm.all.new_name.ForceSubmit = true;

Retrieve value of an Attribute from an Entity

CRM — Tue, 17 Nov 2009 23:01:20 +0000

The following function retrieves value of an attribute/Field from an entity

function RetrieveNameFromEntityRecord(entityName, attributeName, id)
{
   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>"+ 
    "<Retrieve xmlns='http://schemas.microsoft.com/crm/2007/WebServices'>"+ 
    "<entityName>" + entityName + "</entityName>"+ 
    "<id>"+ id+"</id>"+ 
    "<columnSet xmlns:q1='http://schemas.microsoft.com/crm/2006/Query' xsi:type='q1:ColumnSet'>"+ 
    "<q1:Attributes>"+ 
    "<q1:Attribute>" + attributeName + "</q1:Attribute>"+ 
    "</q1:Attributes>"+ 
    "</columnSet>"+ 
    "</Retrieve>"+ 
    "</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/Retrieve");
  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 errorCount = resultXml.selectNodes('//error').length;
  if (errorCount != 0)
  {
     var msg = resultXml.selectSingleNode('//description').nodeTypedValue;
     alert(msg);
  }
  else
  {
    return resultXml.selectSingleNode("//q1:" + attributeName).nodeTypedValue;
  } 
}

How to rename a title of a section using javascript for CRM 4.0

CRM — Tue, 17 Nov 2009 22:33:01 +0000

Call the following function


UpdateSectionName("Tab_Name","Section_Name","New_Name")

Copy the following two functions



function UpdateSectionName(TabNumber,CurrentSectionName,NewSectionName)
{
 var anchorNode = document.getElementById(TabNumber);
 var secBarCss  = "ms-crm-Form-SectionBar";
 var addrSecElm = null;

 var results = getElementsByClassName( secBarCss , anchorNode );
 for( var i = 0 ; i < results.length ; i++ )
 {
 if( results[i].innerText == CurrentSectionName)
 {
 addrSecElm = results[i];
 break;
 }
 }
 if(addrSecElm != null)
 {
 addrSecElm.innerText = NewSectionName;
 }
}



function getElementsByClassName(className, anchorNode)
{
 if(!anchorNode) anchorNode = document.body;
 var result = [];
 var regEx  = new RegExp("\\b" + className + "\\b");
 var children = anchorNode.getElementsByTagName("*");
 for( var i = 0 ; i < children.length ; i++ )
 {
 if( regEx.test( children[i].className ) )
 result.push( children[i] );
 }
 return result;
}

This post was originally posted in http://www.irfansaeed.net

Timeout exception in data migration

CRM — Tue, 27 Oct 2009 05:35:31 +0000

When there are no ports available for data transfer that’s when we get the timeout exception, change the following values(TcpTimedWaitDelay and MaxUserPort)

, and restart the server to make the changes effect.

HKEY_LOCAL_MACHINESYSTEMCurrentControlSetServicesTcpipParameters

On the Edit menu, click New, and then add the following registry entry:
Value Name: MaxUserPort
Value Type: DWORD
Value data: 65534
Valid Range: 5000-65534 (decimal)
Default: 0×1388 (5000 decimal)

We need to increase the value to a higher one eg 65534.

Another fix for a lot of time_wait is adjusting the TcpTimedwaitDelay in the registry. This value indicates the amount of time a port will remain in Time_wait state if you do not close the connection. If you decrease this value, the port will be in time_wait state for less amount of time and will be reused sooner.

This key is located at -:

HKEY_LOCAL_MACHINESystemCurrectControlSetservicesTcpipParameters
The registry value is:

TcpTimedWaitDelay

Key: TcpipParameters
Value Type: REG_DWORD – Time in seconds
Valid Range: 30-300 (decimal)
Default: 0xF0 (240 decimal)

How to Make a Field required in crm form by javascript

CRM — Thu, 22 Oct 2009 22:33:12 +0000

Here is the Jscript code to make a field required / not required. Replace the new_fieldname with whatever the name of your field is.

crmForm.SetFieldReqLevel("new_fieldname", 1);

1 = Required

0 = Not required

Migrating and uploading resolutions in CRM

CRM — Tue, 04 Aug 2009 01:20:04 +0000

The following is the code for inserting resolution

Here is the code for inserting case resolutions using code. Key is first insert as many resolutions as you need and then call the Case Close message.


public Form1()

{

InitializeComponent();

string crmServerUrl = "<a href="http://localhost:5555/&quot;;">http://localhost:5555/";</a>

CrmAuthenticationToken token = new CrmAuthenticationToken();

//TODO:: Fix later for test

token.OrganizationName = "CompanyName";

CrmService service = new CrmService();

if (crmServerUrl != null &&

crmServerUrl.Length > 0)

{

UriBuilder builder = new UriBuilder(crmServerUrl);

builder.Path = "//MSCRMServices//2007//CrmService.asmx";

service.Url = builder.Uri.ToString();

}

service.Credentials = System.Net.CredentialCache.DefaultCredentials;

service.CrmAuthenticationTokenValue = token;

string incidentID = "A070ADF5-E874-DE11-BF68-0003FF9BCAF0";

//string noteStr = "This is the sample text to be inserted.";

//DateTime createdDate = new DateTime(2009,01,21);

//CreateCRMNotes(service, incidentID, noteStr,createdDate);

string resolutionString = "SDK resolve";

CreateResolution(service, incidentID, resolutionString);

}

public void CreateResolution(CrmService service, string incidentID, string noteStr)

{

TargetCreateIncidentResolution resolution = new TargetCreateIncidentResolution();

incidentresolution resolve = new incidentresolution();

resolve.timespent = new CrmNumber(20);

Lookup incident = new Lookup(EntityName.incident.ToString(),new Guid(incidentID));

resolve.incidentid = incident;

resolve.description = noteStr;

Status status = new Status(2);

resolve.statuscode = status;

IncidentResolutionStateInfo state = new IncidentResolutionStateInfo();

state.Value = IncidentResolutionState.Completed;

resolve.statecode = state;

resolve.subject = "some garbage";

resolution.IncidentResolution = resolve;

CreateRequest create = new CreateRequest();

create.Target = resolution;

// Execute the request.

CreateResponse created = (CreateResponse)service.Execute(create);

//resolutionID = created.id;

//Call this once you have all the resolutions inserted

CloseIncidentRequest StatusChange = new CloseIncidentRequest();

StatusChange.IncidentResolution = resolve;

StatusChange.Status = 5;

//Primary key of record

// StatusChange.Entity.Id = new Guid(incidentID);

//StatusChange.Entity.Name = "incident";

//StatusChange.State = "Resolved";

//StatusChange.Status = 200003;

service.Execute(StatusChange);

}

0x80042f09 SecLib::CheckPrivilege failed. Returned hr = -2147209463, User: 529cc8c0-23b6-dd11-a373-001cc458db68

CRM — Fri, 31 Jul 2009 01:29:12 +0000

Check User roles as this error represent error in roles of user

How to migrate Notes Data with Datetime

CRM — Wed, 29 Jul 2009 05:56:30 +0000

Method to create service and migrate the notes data


Public void MigrateNotes

{

string crmServerUrl = "<a href="http://localhost:5555/&quot;">http://localhost:5555/"</a>;

CrmAuthenticationToken token = new CrmAuthenticationToken();

token.OrganizationName = "CompanyName";

CrmService service = new CrmService();

if (crmServerUrl != null &&

crmServerUrl.Length > 0)

{

UriBuilder builder = new UriBuilder(crmServerUrl);

builder.Path = "//MSCRMServices//2007//CrmService.asmx";

service.Url = builder.Uri.ToString();

}

service.Credentials = System.Net.CredentialCache.DefaultCredentials;

service.CrmAuthenticationTokenValue = token;

string incidentID = "40B3A02A-D440-DE11-A415-0003FFB76206";

string noteStr = "This is the sample text to be inserted.";

DateTime createdDate = new DateTime(2009,01,21);

CreateCRMNotes(service, incidentID, noteStr,createdDate);

}

Now create a method to insert notes into CRM

public void CreateCRMNotes(CrmService service, string incidentID, string noteStr,DateTime createdDt)

{

annotation oNote = new annotation();

oNote.notetext = noteStr;

oNote.objectid = new Lookup();

oNote.objectid.type = EntityName.incident.ToString();

oNote.objectid.Value = new Guid(incidentID);

oNote.objecttypecode = new EntityNameReference();

oNote.objecttypecode.Value = EntityName.incident.ToString();

oNote.subject = "Note Created on:" + createdDt.ToShortDateString();

//CrmDateTime createdDate = new CrmDateTime("createdon",createdDate.date

CrmDateTime crmCreatedNotes = new CrmDateTime();

crmCreatedNotes.date = createdDt.ToShortDateString();

oNote.createdon = crmCreatedNotes;

TargetCreateAnnotation targetCreate = new TargetCreateAnnotation();

targetCreate.Annotation = oNote;

// Create the request object.

CreateRequest create = new CreateRequest();

create.Target = targetCreate;

// Execute the request.

CreateResponse created = (CreateResponse)service.Execute(create);

//NoteID = created.id;

// return NoteID; }