MS CRM

Age Calculation:

Add Java Scripts code as on change of Date Of Birth field value Then you will get age value when ever Date Of Birth value change.

function CalcAge()

{

    var now = new Date(); //Todays Date  

    var birthday = Xrm.Page.getAttribute("new_dob").getValue(); //Get the Date of Birth value 

    

    var diff = now.getMonth() - birthday.getMonth();  //Check to see if Birthday has already passed

if (diff > -1) //If Birthday has already occurred  

    {

        var bd1 = now.getFullYear() - birthday.getFullYear();

        //set the age attribute

        Xrm.Page.getAttribute("new_a").setValue(bd1.toString()); 

    }

    else //If Birthday has not already occurred 

    {

        var bd2 = now.getFullYear() - birthday.getFullYear() - 1;

        Xrm.Page.getAttribute("new_a").setValue(bd2.toString());

    }

}

Create a sub grid in the required entity.

Go to Settings à Customizations à Customize the system à Select the entity (Account) à Views

In views open Account Lookup view, Edit Filter criteria in that add condition

Now save and publish, then you will get the particular sub grid filter 

Here I am going to create auto numbering plugin for lead entity

Step 1:

First create one custom entity for Auto Numbering. Which is used for configuring auto numbering operation.

Step 2:

Create following fields

Step 3:

Create a field to display auto number in the required entity

Step 4:

Using the code below create a plugin for auto number generation.

Code:

using System;

using System.Collections.Generic;

using System.Linq;

using System.Text;

using Microsoft.Xrm.Sdk;

using Microsoft.Xrm.Sdk.Client;

using Microsoft.Xrm.Sdk.Query;

using Microsoft.Xrm.Sdk.Messages;

using Microsoft.Xrm.Sdk.Discovery;

using Microsoft.Crm.Sdk.Messages;

using System.ServiceModel;

using System.Runtime.Serialization;

namespace AutoNumberPlugin

{

    public class Class1:IPlugin

    {

        public void Execute(IServiceProvider serviceProvider)

        {

  IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.
GetService(typeof(IPluginExecutionContext));

 IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.
GetService(typeof(IOrganizationServiceFactory));

            IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);

            if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)

            {

                Entity entity = (Entity)context.InputParameters["Target"];

                if (entity.LogicalName == "lead")

                {

                    try

                    {

                        var fetchXml ="<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>";

                            fetchXml +="<entity name='new_auto'>";

                            fetchXml +="<attribute name='new_autoid' />";

                            fetchXml +="<attribute name='new_name' />";

                               fetchXml +="<attribute name='new_prefix' />";

                               fetchXml +="<attribute name='new_startingnumber' />";

                            fetchXml +="<attribute name='createdon' />";

                            fetchXml +="<order attribute='new_name' descending='false' />";

                            fetchXml +="<filter type='and'>";

                            fetchXml +="<condition attribute='new_name' operator='eq' value='"+entity.LogicalName+"' />";

                            fetchXml +="</filter>";

                            fetchXml +="</entity>";

                            fetchXml +="</fetch>";

                            var result = service.RetrieveMultiple(new FetchExpression(fetchXml));

                            if (result.Entities.Count > 0)

                            {

                                Guid AutoNumberId = ((Guid)result.Entities[0].Attributes["new_autoid"]);

                                String Prefix = ((String)result.Entities[0].Attributes["new_prefix"]);

                                String Number = ((String)result.Entities[0].Attributes["new_startingnumber"]);

                                Int32 No = Convert.ToInt32(Number);

                                No = No + 1;

                                String ACCcode = Prefix + (Convert.ToString(No)).PadLeft(4, '0');

                                ColumnSet attributes1 = new ColumnSet(new string[] { "leadid", "new_lead_id" });

                                Entity acc = service.Retrieve("lead", entity.Id, attributes1);

                                if (!(acc.Contains("new_lead_id")))   

                                {

                                    acc.Attributes["new_lead_id"] = ACCcode;

                                    service.Update(acc);

                                    ColumnSet attributes2 = new ColumnSet(new string[] { "new_startingnumber" });

                                    Entity ano = service.Retrieve("new_auto", AutoNumberId, attributes2);

                                    ano.Attributes["new_startingnumber"] = Convert.ToString(No);

                                    service.Update(ano);

                                }

                            }

                    }

                    catch (Exception ex)

                    {

                        throw new InvalidPluginExecutionException("An error occured in plugin. " + ex, ex);

                    }

                }

            }

        }

    }

}

To Update a record in CRM, we require JQuery min 1.4 &  JSON2 script file which we can get from SDK from this specific path

Now add the following code to your web resource.
Also add JSon.js and Jquery1.4min.js to the Library

------------------>

function update()

{

var lookupObject = Xrm.Page.getAttribute("new_lookup").getValue();   //getting the id through lookup

var id = lookupObject[0].id;

var obj = new Object();

obj.new_name = "Hello";

var set="your entity schema nameSet"

updatelog(id,obj,set);

}

function updatelog(id,obj1,odata)

{

var jsonEntity = window.JSON.stringify(obj1);

var serverUrl = window.parent.Xrm.Page.context.getClientUrl();

var ODATA_ENDPOINT = "/XRMServices/2011/OrganizationData.svc";

$.ajax({

                                type: "POST",

                                contentType: "application/json; charset=utf-8",

                                datatype: "json",

                                data: jsonEntity,

                                url: serverUrl + ODATA_ENDPOINT + "/" + odata + "(guid'" + id + "')",

                                beforeSend: function(XMLHttpRequest)

                                {

                                                XMLHttpRequest.setRequestHeader("Accept", "application/json");

                                                XMLHttpRequest.setRequestHeader("X-HTTP-Method", "MERGE");

        }

                                success: function (data, textStatus, XmlHttpRequest) {

                                alert("Updated successfully");

                                },

                                error: function (XmlHttpRequest, textStatus, errorThrown) {

                                if (XmlHttpRequest && XmlHttpRequest.responseText) {

                                alert("Error while updating " + odataSetName+ " ; Error – " + XmlHttpRequest.responseText);

                                }

                                }

                });

}

There are a few useful additions that have been added to the client API around the Save event. They are 3 methods that have been formally introduced:

The key method is the getSaveMode function. Think about the new auto-save feature on updated forms. The getSaveMode function allow the JavaScript method executing on the Save event to know why/how the record is being saved. That gives you the flexibility as a developer to add some additional logic to handle your scenario… Below is the list of values returned by the getSaveMode function based on the entity type.

Entity	Event Mode	Value
All	Save	1
All	Save and Close	2
All	Save and New	59
All	AutoSave	70
Activities	Save as Completed	58
All	Deactivate	5
All	Reactivate	6
User or Team owned entities	Assign	47
Email (E-mail)	Send	7
Lead	Qualify	16
Lead	Disqualify	15

This is fantastic as you can now write script to handle very specific scenario like an activity being resolved, a record being saved and closed, assigned and other cases. Below is a usage example in which we prevent the auto-save from happening as presented in the SDK documentation:

Example code:

function preventAutoSave(econtext) {

   var eventArgs = econtext.getEventArgs();

   if (eventArgs.getSaveMode() == 70) {

      eventArgs.preventDefault();

   }

}