CRM 2011 - Hide or Disable Button from ribbon

CRM 2011   Hide or Disable Button from ribbon

 

 Source:http://mscrmshop.blogspot.com/2011/07/step-by-step-hiding-add-existing-button.html

Here are the steps

• Create a new solution.
• Add the contact entity to the solution. Do not include any required components or dependent components to the solution.
• Export the solution and unzip the solution file.
• Open the customizations file and look for “<RibbonDiffXml>” tag.
• Replace the <CustomActions /> with

<CustomActions>
  <HideCustomAction Location="Mscrm.SubGrid.contact.AddExistingAssoc" HideActionId="Mscrm.SubGrid.contact.AddExistingAssoc.HideAction" />
  <HideCustomAction Location="Mscrm.SubGrid.contact.AddExistingStandard" HideActionId="Mscrm.SubGrid.contact.AddExistingStandard.HideAction" />
</CustomActions>

• Save the file.
• Replace the customizaions.xml file in your zip solution with this file.
• Import the solution and publish the changes.

Note: Replace the highlighted "contact” text with your entity name. It can be “opportunity” or a custom entity like “new_entity” etc.

 

Set Notification error messsage in CRM 2011

Please try below code instead of alert box it will be displayed on form.

set_Notification(2, 'source', 'Business Phone must contain 10 numbers.');

CRM 2011 - change Ribbon Button Name

Change button Name in ribbon - CRM 2011 dynamics.

Hi,
When we have relationship between two entities, the child entity link add to the left navigation of parent.
For example,

• “Contacts” link add to the left navigation of “Accounts”

Contacts Associated View In Account

The view we call it as “Associate View” and it contains buttons with below naming convention

• “Add {Display name of child}” (i.e., “Add Contact” in above screen)
• “Add Existing {Display name of child}” (i.e., “Add Existing Contact” in above screen)

To rename the “Add & Add existing” buttons below are the steps

• Create a new solution
• Add child entity (i.e., Contact) in above example
• Export & Save solution in local folder
• Extract folder and open “Customizations.XML” in Visual Studio
• Find <RibbonDiffXml><CustomActions> node
• Add below XML

          <CustomAction Id=”Mscrm.SubGrid.{Entity Name}.AddNewStandard.CustomAction” Location=”Mscrm.SubGrid.{Entity Name}.AddNewStandard” Sequence=”210″>
<CommandUIDefinition>
<!–New Button Id – AddNewStandard; Existing Button Id – AddExistingStandard–>
<Button Id=”Mscrm.SubGrid.{Entity Name}.AddNewStandard“
Command=”Mscrm.AddNewRecordFromSubGridStandard”
Sequence=”20″
LabelText=”My Custom Text“
Alt=”My Custom Text“
Image16by16=”/_imgs/ribbon/NewRecord_16.png” Image32by32=”/_imgs/ribbon/newrecord32.png”
TemplateAlias=”o1″ ToolTipTitle=”Add New Contact”
ToolTipDescription=”$Resources(EntityDisplayName):Mscrm_SubGrid_EntityLogicalName_MainTab_Management_AddNewStandard_ToolTipDescription” />
</CommandUIDefinition>
</CustomAction>

• Save, zip & Export solution

 

 

CRM 2011 - Auto populate values on lookup value selected - json ODATA

On Lookup up change get Account Entity values get auto populated using ODATA JSON script

function retrieveRecord() {

    var odataSetName = "AccountSet";
    debugger;
    var accountLookup = Xrm.Page.getAttribute("pmax_companyname1").getValue();
    if (accountLookup != null) {
        var AccountID = accountLookup[0].id;
    }
    // Get Server URL

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

    var serverUrl = "http://117.218.28.36/pmax-crm";

    //The OData end-point

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

    //Asynchronous AJAX function to Retrieve a CRM record using OData
    debugger;
    $.ajax({

        type: "GET",

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

        url: serverUrl + ODATA_ENDPOINT + "/" + odataSetName + "(guid'" + AccountID + "')",

        beforeSend: function (XMLHttpRequest) {

            //Specifying this header ensures that the results will be returned as JSON.

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

        },

        success: function (data, textStatus, XmlHttpRequest) {

            readRecord(data, textStatus, XmlHttpRequest)

        },

        error: function (XmlHttpRequest, textStatus, errorThrown) {

            alert("Error – " + errorThrown)

        }

    });

}

    function readRecord(data, textStatus, XmlHttpRequest) {

    alert("Record read successfully!!");

    var account = data;

    alert("Name – " + account.d.Telephone1);
    alert("Name – " + account.d.WebSiteURL);

    Xrm.Page.getAttribute("pmax_website").setValue(account.d.WebSiteURL);
    Xrm.Page.getAttribute("pmax_website").setSubmitMode("always");

    Xrm.Page.getAttribute("pmax_businessphone").setValue(account.d.Telephone1);
    Xrm.Page.getAttribute("pmax_businessphone").setSubmitMode("always");
  

    }

Default the Activities 'Filter on' to 'All' for Account and Contact - CRM 2011

Default the Activities 'Filter on' to 'All' for Account and Contact

 

//default the Activities 'Filter on' to 'All' for Account and Contact 

function filterAllActivities() {
    document.getElementById("navActivities").onclick = function () {
        loadArea("areaActivities"); 

        document.getElementById("areaActivitiesFrame").onload = function () {
            var entityName = Xrm.Page.data.entity.getEntityName();
            var entity = entityName.charAt(0).toUpperCase() + entityName.substr(1);
            var doc = this.contentWindow.document;
            var filterOn = doc.getElementById("crmGrid_" + entity + "_ActivityPointers_datefilter"); 

            filterOn.value = "All";
            filterOn.FireOnChange();
        };
    };

 

Close quote Plugin code in c#.net

Close quote Plugin code in c#.net

Below code to achieve logic 
  using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Crm.Sdk.Messages;
namespace CloseQuote
{
    public class PluginCloseQuote:IPlugin
    {
        public void Execute(IServiceProvider serviceProvider)
        {
            IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
            try
            {
                // Plugin to close the quote
                if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity && context.Depth<2)
                {
                    Entity entity = context.InputParameters["Target"] as Entity;

                    IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
                    IOrganizationService service = ((IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory))).CreateOrganizationService(new Guid?(context.UserId));


                    OrganizationServiceContext orgContext = new OrganizationServiceContext(service);
                    Entity postImageEntity = (context.PostEntityImages != null && context.PostEntityImages.Contains("PostImage")) ? context.PostEntityImages["PostImage"] : null;
                  
                    if (postImageEntity.GetAttributeValue<bool>("pmax_isclosequote"))
                    {
                     
                        if (((OptionSetValue)postImageEntity.Attributes["statecode"]).Value == 0)
                        {
                            //method to Activate quote
                            SetEntityStatus(service, entity.Id, "quote");

                        }
                       
                        //method to close quote
                        CloseQuoteRequest req = new CloseQuoteRequest();
                        Entity quoteClose = new Entity("quoteclose");
                        quoteClose.Attributes.Add("quoteid", new EntityReference("quote", entity.Id));
                        quoteClose.Attributes.Add("subject", "Customer was mean so we just closed it.");
                        req.QuoteClose = quoteClose;
                        req.RequestName = "CloseQuote";
                        OptionSetValue o = new OptionSetValue();
                        o.Value = 5;
                        req.Status = o;
                       
                        CloseQuoteResponse resp = (CloseQuoteResponse)service.Execute(req);
                    }
                    else if (postImageEntity.GetAttributeValue<bool>("pmax_isactivatequote"))
                    {
                        if (((OptionSetValue)postImageEntity.Attributes["statecode"]).Value == 0)
                        {
                            //method to Activate quote
                            SetEntityStatus(service, entity.Id, "quote");

                        }
                    }
                }
            }
            catch (Exception ex)
            {
                throw new InvalidPluginExecutionException(
                   "An error occurred in the CloseQuote.PluginCloseQuote Plug-in" + ex.Message, ex);
            }
        }
        //activate the quote
        private void SetEntityStatus(IOrganizationService service, Guid recordGUID, string entityName)
        {

            SetStateRequest setState = new SetStateRequest();

            setState.EntityMoniker = new EntityReference();

            //Pass GUID of the record to be activated or Deactivated

            setState.EntityMoniker.Id = recordGUID;

            setState.EntityMoniker.Name = entityName;

            setState.EntityMoniker.LogicalName = entityName;

            //Setting ‘State’ i.e., (0 – Active ; 1 – InActive)

            setState.State = new OptionSetValue();

            setState.State.Value = 1;

            //Setting ‘Status’ i.e., (1 – Active ; 2 – InActive)

            setState.Status = new OptionSetValue();

            setState.Status.Value = 3;

            SetStateResponse setStateResponse = (SetStateResponse)service.Execute(setState);

        }
        private void SetEntityStatusActive(IOrganizationService service, Guid recordGUID, string entityName)
        {

            SetStateRequest setState = new SetStateRequest();

            setState.EntityMoniker = new EntityReference();

            //Pass GUID of the record to be activated or Deactivated

            setState.EntityMoniker.Id = recordGUID;

            setState.EntityMoniker.Name = entityName;

            setState.EntityMoniker.LogicalName = entityName;

            //Setting ‘State’ i.e., (0 – Active ; 1 – InActive)

            setState.State = new OptionSetValue();

            setState.State.Value = 3;

            //Setting ‘Status’ i.e., (1 – Active ; 2 – InActive)

            setState.Status = new OptionSetValue();

            setState.Status.Value = 5;

            SetStateResponse setStateResponse = (SetStateResponse)service.Execute(setState);

        }
        private SetStateRequest inactiveSuspect(Entity entSuspect)
        {
            //to set prospect record inactive
            //WinOpportunityRequest

           
            SetStateRequest setState = new SetStateRequest();

            setState.EntityMoniker = new EntityReference();

            //Pass GUID of the record to be activated or Deactivated

            setState.EntityMoniker.Id = entSuspect.Id;

            setState.EntityMoniker.Name = "quote";

            setState.EntityMoniker.LogicalName = entSuspect.LogicalName;

            //Setting ‘State’ i.e., (0 – Active ; 1 – InActive)

            setState.State = new OptionSetValue();

            setState.State.Value = 0;

            //Setting ‘Status’ i.e., (1 – Active ; 2 – InActive)

            setState.Status = new OptionSetValue();

            setState.Status.Value = 1;


            return setState;
            //
        }
    }
}
 

SubGrid Refresh or SubGrid Attach even usig Java Script

 below peice of code to refresh the subgrid.

 

function SubGridLoadWait() {
    setTimeout(OnAccountFormLoad, 3000);
}

function OnAccountFormLoad() {
    //Set Action on subgrid Refresh
    //debugger;
    var subGrid = document.getElementById("SuspectGrid");
    //if(subGrid) {
    subGrid.attachEvent("onrefresh", getPrimaryRows);

    //SubGrid.attachEvent("onrefresh", CallbackFunction);
    //SubGrid.control.add_onRefresh(CallbackFunction);

    //}

}

//This function fires on subgrid refresh

function getPrimaryRows() {
    var isPrimaryYes = false;
    var isPrimaryNo = false;
    var gridControl = document.getElementById('SuspectGrid').control;
    var ids = gridControl.get_allRecordIds();
    for (i = 0; i < ids.length; i++) {

        var primary = gridControl.getCellValue('new_isprimarysuspect', ids[i]);
        if (primary=="Yes") {
            isPrimaryYes = true;
            break;
        }
        else if(primary=="No"){
            isPrimaryNo = true;
        }
    }
    if (isPrimaryYes) {

        Xrm.Page.getAttribute("new_canhaveprimarysuspect").setValue(true);
//        alert("Primary Suspect checked");
    }
    else if (isPrimaryNo) {
        Xrm.Page.getAttribute("new_canhaveprimarysuspect").setValue(false);
      //  alert("Primary Suspect unchecked");
    }
}