Monday, 24 December 2018

Role based Dashboards – CRM 2016

Dashboards/charts visibility

System charts are like System views, only Users with System Administrator or System Customizer can create and view-able by all users.
Personal charts are like Personal views, only visible to User who created them (i.e., Unless the created user shares the personal Dashboard/chart, nobody else can see it, not even a system administrator)

Restrict User to access Dashboards/Charts

To restrict users to access System dashboards/Charts
- Open security role –> Customization tab, set ‘System Chart/System Form’ access level to ‘none’

System charts Access/Privileges

To restrict users to access Personal dashboards/Charts
- Open security role –> Core Records tab, set ‘User Chart/User Dashboard’ access level to ‘none’

Personal charts Privileges/Access

By removing privileges to User, he can’t access any of the Dashboards or Charts in the system.

What if you want to restrict a particular System Dashboard or Chart to all ‘Sales Person’ security role Users but not others? You cannot configure OOB this in CRM (However you can do this by Plug-ins).

we got a new feature Role based dashboards similar to Role based forms.

Role based Dashboards in CRM 2016

With CRM 2016, we can manage permissions for Dashboards and control which user can see each dashboards based on security roles.
To configure the dashboards based on security roles.
- Open the Solution –> Dashboards, choose single dashboard and click ‘Enable Security Roles‘ button

Configure dashboards by roles

Select the “Display only to these select security roles” and select the security roles which are allowed to view this dashboard.
Publish the customization’s.

Sunday, 23 December 2018

Simple Example - passing the Execution context in Dynamics CRM

How to use the Execution Context in Dynamics CRM ?

From time to time you might need to add some validation to the save event of an entity, this actually used to be an approach I would use on a regular basis but since the introduction of business rules have found myself doing this less and less. But still, knowing the ability is available is handy.

When you define the onsave event function, you must tick the “Pass execution contact as first parameter” option. (See below)

Having done that you can create an onSave function with code similar to the example I have shown below. Note forgetting the “(context)”, which will take the context parameter allowing you to prevent the save when needed.

function onSave(context) {
  var saveEvent = context.getEventArgs();
  if (Xrm.Page.getAttribute("telephone1").getValue() == null) {
    // *** Note: I am using an alert for testing a notification maybe better!
    alert("Put in a phone number!");
    saveEvent.preventDefault();
  }
}

Note: This simple example might be better achieved with a business rule but when you need complex validation that can’t be implemented with a business rule this approach is useful.

More : https://neilparkhurst.com/2015/11/11/javascript-prevent-save/

Passing Execution Context to Onchange Events

In a previous posting I provided some jscript that can be used to validate phone number formats. In order to invoke the validation for a phone number field I mentioned that you need to create an "on change" event that would pass in the attribute name and attribute description i.e.:

function Attribute_OnChange() {
PhoneNumberValidation("attributeName", "attributeDescription");
}

I thought this would provide a good example for demonstrating the ability to use the execution context because you can obtain the field name and label (by extension) via the execution context which on the surface is a good thing since you avoid hard-coding as in the example above (and you can apply this to all phone number fields in the system). And therefore in theory you could simplify that example as follows:

function PhoneNumberValidation(context) {
var phone = context.getEventSource().getName();
var phoneDesc = Xrm.Page.getControl(context.getEventSource().getName()).getLabel();
 var ret = true;
 var phone1 = Xrm.Page.getAttribute(phone).getValue();
 var phone2 = phone1;
 
 if (phone1 == null)
  return true;
  
 // First trim the phone number
 var stripPhone = phone1.replace(/[^0-9]/g, '');

 if ( stripPhone.length < 10 ) {
  alert("The " + phoneDesc + " you entered must be at 10 digits. Please correct the entry.");
  Xrm.Page.ui.controls.get(phone).setFocus();
  ret = false;
 } else {
  if (stripPhone.length == 10) {
   phone2 = "(" + stripPhone.substring(0,3) + ") " + stripPhone.substring(3,6) + "-" + stripPhone.substring(6,10);
  } else {
   phone2 = stripPhone;
  }
 
 }
 Xrm.Page.getAttribute(phone).setValue(phone2);
 return ret;
}

The only difference is that instead of the "phone" and "phoneDesc" parameters being passed into the validation function, the execution context is instead passed in and the phone attribute and its corresponding phoneDesc label are obtained via the context as local variables. The rest stays the same.

In order for this to work, you would update the "on change" event to call the PhoneNumberValidation function directly and check off the "pass execution context as first parameter" as shown:

So that's the theory and I think it demonstrates quite nicely how the execution context can be used.

Having said that, in this particular example, I prefer using the explicit technique referenced in the original posting. The reason for this is because the on change event in this validation example (and probably relevant for most data validation cases) has a dual function -

The first is to provide the necessary validation as part of the field on change event as the example above will accomplish quite well.

The second is to be called from the on save event to make sure that even if users ignore the message from the on change event they will not be able to save the form via the validation from the on save event (the PhoneNumberValidation function returns a true or false value to indicate whether validation was passed or not). And when the function is called from the on change event the specific field context is not going to be there anyway making it necessary to put in some additional logic in order to handle correctly. Therefore what you gain from using the execution context in this example is likely to be offset by requirements for special handling required by the on save event.

Saturday, 22 December 2018

To prevent default save of form in Dynamics crm using javascript

To stop the save event in Javascript all you need is this

event.returnValue = false;

Tanguy the CRM tool guy (and CRM MVP) put something very interesting in the comments but I thought I would promote it to this very small blog post

The new method in CRM 2011 is the following one:

Xrm.Page.context.getEventArgs().preventDefault();

preventDefault : Cancels the save operation, but all remaining handlers for the event will still be executed.

Friday, 23 November 2018

Simple javascript codes for Dynamis CRM

Dynamics crm javascript codes

Xrm.Page.getAttribue("").getValue();

Xrm.Page.getAttribute("").setValue("");

Xrm.Page.data.save()

//Saving a from

Xrm.Page.getAttribute("field1").setValue(1);

Xrm.Page.getAttribute("field1").setSubmitMode("always");

setTimeout(function(){Xrm.Page.data.save().then(closeemailform, errorCallback); }, 500);

Thursday, 8 November 2018

download dynamics 365 v9

Official link to download dynamics 365 v9

https://www.microsoft.com/en-us/download/details.aspx?id=57478

KEY
Microsoft Dynamics 365 Server (no CAL limit): KKNV2-4YYK8-D8HWD-GDRMW-29YTW

Python application - Dynamics 365

you can access the Microsoft Dynamics 365 using the following approach.

The following method works for dynamics 365 V9.0

NOTE: You have to register the CRM app in Azure AAD to get ClientID & secret, later those can be used to get access tokens & interact with CRM web api from outside applications like java/php/.net web applications.

- Installing ` pip install dynamics365crm-python `

- Usage If you will not use the oauth authentication and you already have an access token, call the library like this: - resource = the url of the CRM, example: https://example.crm2.dynamics.com/ ` from dynamics365crm.client import Client client = Client('RESOURCE', 'ACCESS_TOKEN') `

-If you will use the oauth authentication call the library like this: ` from dynamics365crm.client import Client client = Client('RESOURCE',CLIENT_ID', 'CLIENT_SECRET') `

- Get authorization url ` url = client.url_petition("REDIRECT_URL") `

- Exchange the code for an access token ` token =client.exchange_code('REDIRECT_URL', 'CODE') `

- Refresh token ` token = client.refresh_token('REFRESH TOKEN', 'REDIRECT_URL') `

- Set token ` token = client.set_token('TOKEN') `

Contacts Section - see the documentation https://docs.microsoft.com/es-es/dynamics365/customer-engagement/web-api/contact?view=dynamics-ce-odata-9

CONTACT ENTITY CRUD

- Get Contacts can receive orderby, filter, select, top, expand ` list_contacts = client.get_contacts() `

- Create Contact ` create_contact =client.create_contact(firstname="FIRSTNAME", lastname="LASTNAME",middlename="MIDDLENAME", emailaddress1="EMAILADDRESS") `

- Delete Contact ` delete_contact = client.delete_contact('ID') `

- Update Contact ` update_contact = client.update_contact('ID',firstname="FIRSTNAME", lastname="LASTNAME", middlename="MIDDLENAME",emailaddress1="EMAILADDRESS") `

Accounts Section - see the documentation https://docs.microsoft.com/es-es/dynamics365/customer-engagement/web-api/account?view=dynamics-ce-odata-9

ACCOUNT ENTITY CRUD

- Get Accounts can receive orderby, filter, select, top, expand ` get_accounts = client.get_accounts() `

- Create Account ` create_account = client.create_account(name="NAME",websiteurl="WWW.WEBSITE.COM") `

- Delete Account ` create_account = client.delete_account('ID') `

- Update Account ` update_account = client.update_account(id="ID",name="NAME") `

Opportunities Section - see the documentation https://docs.microsoft.com/es-es/dynamics365/customer-engagement/web-api/opportunity?view=dynamics-ce-odata-9

OPPORTUNITY ENTITY CRUD

- Get Opportunities can receive orderby, filter, select, top, expand ` list_opportunities = client.get_opportunities() `

- Create Opportunities ` create_opportunities =client.create_opportunity(name="OPPORTUNITY NAME") `

- Delete Opportunities ` delete_opportunities =client.delete_opportunity(id="OPPORTUNITY ID") `

- Update Opportunities ` update_opportunities =client.update_opportunity(id="OPPORTUNITY ID", name="OPPORTUNITY NAME",description="SOME DESCRIPTION") `

Leads Section - see the documentation https://docs.microsoft.com/es-es/dynamics365/customer-engagement/web-api/lead?view=dynamics-ce-odata-9

LEAD ENTITY CRUD

- Get Leads can receive orderby, filter, select, top, expand ` list_leads = client.get_leads() `

- Create Lead ` create_leads = client.create_lead(fullname="LEAD NAME",subject="LEAD SUBJECT", mobilephone="123456",websiteurl="WWW.WEBSITE.COM", middlename="MIDDLE LEAD NAME") `

- Delete Lead ` delete_leads = client.delete_lead("ID") `

- Update Lead ` update_leads = client.update_lead(fullname="LEAD NAME",subject="LEAD SUBJECT", mobilephone="123456",websiteurl="WWW.WEBSITE.COM", middlename="MIDDLE LEAD NAME") `

Campaign Section - see the documentation https://docs.microsoft.com/es-es/dynamics365/customer-engagement/web-api/campaign?view=dynamics-ce-odata-9

CAMPAIGN ENTITY CRUD

- Get Campaigns can receive orderby, filter, select, top, expand ` list_campaigns = client.get_campaigns() `

- Create Campaign ` create_campaign =client.create_campaign(name="CAMPAIGN NAME", description="SOMEDESCRIPTION") `

- Delete Campaign ` delete_campaign = client.delete_campaign(id="ID") `

- Update Campaign ` update_campaign = client.update_campaign(id="ID",name="CAMPAIGN NAME", description="SOME DESCRIPTION") `

-Requirements - requests

-Tests ` dynamics365crm/test.py `

Friday, 5 October 2018

Query to get all the Entity and Entity Field Name in Dynamics crm onpremisis

Query to get all the Entity and Entity Field Name in Dynamics crm onpremisis

USE Contoso_MSCRM
GO

SELECT  EntityView.Name AS EntityName, LocalizedLabelView_1.Label AS EntityDisplayName,
       AttributeView.Name AS AttributeName, LocalizedLabelView_2.Label AS AttributeDisplayName
FROM    LocalizedLabelView AS LocalizedLabelView_2 INNER JOIN
       AttributeView ON LocalizedLabelView_2.ObjectId = AttributeView.AttributeId RIGHT OUTER JOIN
       EntityView INNER JOIN
       LocalizedLabelView AS LocalizedLabelView_1 ON EntityView.EntityId = LocalizedLabelView_1.ObjectId ON
       AttributeView.EntityId = EntityView.EntityId
WHERE   LocalizedLabelView_1.ObjectColumnName = 'LocalizedName'
 AND LocalizedLabelView_2.ObjectColumnName = 'DisplayName'
 AND LocalizedLabelView_1.LanguageId = '1033'
 AND LocalizedLabelView_2.LanguageId = '1033'
 AND EntityView.Name IN ('Account','Contact') //comment this to get all entity 
ORDER BY EntityName, AttributeName

Monday, 1 October 2018

SQL Query to get the List of customized Entity in Dynamics CRM

SQL Query to get the List of customized Entity in Dynamics CRM onpremisis

SELECT
DISPLAYNAME.LABEL 'Display Name',
EV.NAME 'Logical Name',
ObjectTypeCode 'Object Type Code'
FROM
ENTITYVIEW EV INNER JOIN
LOCALIZEDLABELLOGICALVIEW DISPLAYNAME
ON (EV.ENTITYID = DISPLAYNAME.OBJECTID) AND (DISPLAYNAME.OBJECTCOLUMNNAME = 'LOCALIZEDNAME')
WHERE
LANGUAGEID = 1033 -- Add this if you want to filter records using language Id. For Example : LANGUAGEID 1033 is English
AND ISCUSTOMENTITY = 1 -- Remove this if you want to show the system entities as well
--AND ISACTIVITY = 0 -- Add this if you want to filter out the activity entity
AND EV.NAME NOT LIKE '%MSDYN%' -- Add this if you want to remove like post album, filter, etc
ORDER BY 2

Monday, 24 September 2018

Chrome update bug in dynamics CRM

Chrome update bug in dynamics CRM

Bug : when you create a second contact using quick Create in Account from. the quick create form wont display completely.

solution : Copy paste the following code in the quick create form in contact Entity.


	function chromeFix() { var isChrome = !!window.chrome && !!window.chrome.webstore; //checks browser
	if (isChrome) {
	if (window.top.document.getElementsByClassName("mscrm-globalqc-iframe")[0].style.height == "0px") {

	window.top.document.getElementsByClassName("mscrm-globalqc-iframe")[0].style.height = "200px"; //your quick view form height
	}
	}
	}

Friday, 31 August 2018