MS CRM

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

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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();

   }

}

Adding a lookup field to select a record and display record details of the same record in the same form by using JavaScript (OData).

Step 1:

Create a lookup field in the form in which the details should be displayed.

Step 2:

Create necessary fields to get and display record details.

Step 3:

Add the JavaScript code given below to the form properties and set the function on change of the lookup field

Eg: Here I am fetching information from lead entity

function getdetail()

{

debugger;

    var lookUpObjectValue = Xrm.Page.getAttribute("lookup field name ").getValue();

    if ((lookUpObjectValue != null))

    {

        var lookuptextvalue = lookUpObjectValue[0].name;

         var lookupid = lookUpObjectValue[0].id;

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

    //The XRM OData end-point

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

    var odataSetName = "leadSet"; //which entity looking for (eg: leadSet or contactSet)

    var odataSelect = serverUrl + ODATA_ENDPOINT + "/" + odataSetName + "(guid'" + lookupid + "')";

    $.ajax({

        type: "GET",

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

        datatype: "json",

        url: odataSelect,

        beforeSend: function (XMLHttpRequest) { XMLHttpRequest.setRequestHeader("Accept", "application/json"); },

        success: function (data, textStatus, XmlHttpRequest) {

            var result= data.d;

                                //setting the to the current fields

                        Xrm.Page.getAttribute("current field name ").setValue(result.LeadFieldname1);                                             

          Xrm.Page.getAttribute("current field name ").setValue(result.LeadFieldname2)

        },

        error: function (XmlHttpRequest, textStatus, errorThrown) { alert('OData Select Failed: ' + odataSelect); }

    });

    }

   }

Create a button inside the form using JavaScript

Description:

 Add a button in the form and between the fields JavaScript functions are handy.

JavaScript Code:

function addButton(attribute_name) {

    if (document.getElementById(attribute_name) != null) {

        var FieldID = "field" + attribute_name;

        var elementID = document.getElementById(attribute_name + "_d");

        var div = document.createElement("div");

        div.style.width = "20%";

        div.style.textAlign = "right";

        div.style.display = "inline";

        elementID.appendChild(div, elementID);

        div.innerHTML = '<button id="' + FieldID + '" type="button" style="margin-left: 4px; width: 50%; " >Add Me</button>';

        document.getElementById(attribute_name).style.width = "80%";

        document.getElementById(FieldID).onclick = function () {onbuttonclick(); };

    }

}

function onbuttonclick() {

var sam= Xrm.Page.getAttribute("new_name").getValue();

    alert('welcome to'+sam);

}

           

Placing a Button:

            After Adding JavaScript function to the form property the position of the button to be configured by add the field name under which button should display in Handler property -> parameters (as in figure  below)

Output:

Then the output will be like this

Get the value from a CRM field

var value = Xrm.Page.getAttribute(“CRMFieldSchemaName”).getValue();

Set the value of a CRM field

Xrm.Page.getAttribute(“CRMFieldSchemaName “).setValue(“New Value”);

Get the value from a CRM OptionSet field

var value = Xrm.Page.getAttribute(“CRMOptionSetSchemaName”).getValue();

Get the text from a CRM OptionSet field

var text = Xrm.Page.getAttribute(“CRMOptionSetSchemaName”).getText();

Set the value of a CRM OptionSet field

Xrm.Page.getAttribute(“CRMOptionSetSchemaName”).setValue(“1″); // OptionSet Value

Get the selected text of a CRM OptionSet field

Xrm.Page.getAttribute(“CRMOptionSetSchemaName”).getSelectedOption().text;

Get the selected value of a CRM OptionSet field

Xrm.Page.getAttribute(“CRMOptionSetSchemaName”).getSelectedOption().value;

Get the text and value of a CRM Lookup field

var lookupObject = Xrm.Page.getAttribute(“CRMLookupSchemaName”).getValue();

lookupObject[0].name; // text of lookup

lookupObject[0].id; // Guid of lookup

Set the value of a CRM Lookup field

var lookupData = new Array();

var lookupItem = new Object();

lookupItem.id = “4A2A54CB-349C-E111-8D26-1CC1DEE8DA78″; // Guid of record

lookupItem.name = “New Contact”; // Entity record name

lookupItem.entityType = “EntitySchemaName”;

lookupData[0] = lookupItem;

Xrm.Page.getAttribute(“CRMLookupSchemaName”).setValue(lookupData);

Disable CRM field

Xrm.Page.ui.controls.get(“CRMFieldSchemaName”).setDisabled(true);

Hide CRM field

Xrm.Page.ui.controls.get(“CRMFieldSchemaName”).setVisible(false);

Hide a Tab in CRM

Xrm.Page.ui.tabs.get(“tabName”).setVisible(false);

Hide a Section in CRM

var tab = Xrm.Page.ui.tabs.get(“tabName”);

tab.sections.get(“sectionName”).setVisible(false);

Set the Requirement level in CRM

Xrm.Page.getAttribute(“CRMFieldSchemaName”).setRequiredLevel(“required”);

Xrm.Page.getAttribute(“CRMFieldSchemaName”).setRequiredLevel(“none”);

Xrm.Page.getAttribute(“CRMFieldSchemaName”).setRequiredLevel(“recommended”);

Set Focus on a field in CRM

Xrm.Page.ui.controls.get(“CRMFieldSchemaName”).setFocus(true);

Cancelling Onsave Event in CRM

event.returnValue = false;

return false;

Check IsDirty in CRM field

var isDirty = Xrm.Page.getAttribute(“CRMFieldSchemaName”).getIsDirty();

alert(isDirty); // returns true if the field is dirty

Check IsDirty for all the fields in CRM

var isDirty = Xrm.Page.data.entity.getIsDirty();

alert(isDirty); // returns true if any of the field is dirty in the entire form.

Force Submit a read only field in CRM

Xrm.Page.getAttribute(“CRMFieldSchemaName”).setSubmitMode(“always”);

Preventing an attribute to be saved in CRM form

Xrm.Page.getAttribute(“CRMFieldSchemaName”).setSubmitMode(“never”);

Get Unique Organization Name in CRM

Xrm.Page.context.getOrgUniqueName();

Get Server url in CRM

Xrm.Page.context.getServerUrl();

Get the record Id in CRM

Xrm.Page.data.entity.getId();

Get the User Id in CRM

Xrm.Page.context.getUserId();

Get the Entity Schema Name in CRM

Xrm.Page.data.entity.getEntityName();

Get the UserRole Id’s in CRM
var userRoles = Xrm.Page.context.getUserRoles();

for (var i = 0; i < userRoles.length; i++)

{

var userRole = userRoles[i]; // returns the Role Id

}

Get the Form Type in CRM

Xrm.Page.ui.getFormType();

Form Types in CRM

Is the user creating a new record?

Xrm.Page.ui.getFormType() == “1”

Is the user updating an existing record?

Xrm.Page.ui.getFormType() == “2”

Is the user unable to update this record?

Xrm.Page.ui.getFormType() == “3”

Is this record deactivated?

Xrm.Page.ui.getFormType() == “4”

Is the user using the Quick Create form?

Xrm.Page.ui.getFormType() == “5”

Is the user using the Bulk Edit form?

Xrm.Page.ui.getFormType() == “6”

Save a record in CRM

Xrm.Page.data.entity.save(); // for saving a record

Xrm.Page.data.entity.save(“saveandclose”); // for save and close

Xrm.Page.data.entity.save(“saveandnew”); // for save and new

Close the form in CRM

Create a  Custom Web Site

Step by Step

1.      Create a new Web Site:

b.       Click File | New | Web Site

c.        Under Installed Templates, click Visual C# and choose ASP .NET Empty Web Site. Name the
           project "CRMContactDataEntry". Click OK.

d.       Click Website|Add New Item. This is the actual aspx page that we will develop on.

e.       Under Installed Templates, click Visual C# and choose Web Form. Click OK.

2.       Add a Title and Field Names to the Default.aspx page.

a.      Within Solution Explorer right click on the Default.aspx page and choose View Designer.

  

d.       Add three more lines with the text “Last Name “, “Email Address ”, and “Phone Number ”.

3.       Add four Textbox’s and a Button to the aspx page.

                a.       Click View|Toolbox. When the toolbox window opens click the pin icon to keep the window open.

                

b.       Find the TextBox control within the Toolbox window. Drag the TextBox control onto the Default.aspx page behind the text “First Name”. This creates a single Textbox on the page.

c.        Right click the TextBox control on the default.aspx page and choose Properties. The properties window will display on your right hand side.

d.       Find the ID property and change the value to txtFirstName.