Beiträge getagged ‘HowTo’

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Howto: Use pre-generated Guids for records

5 Juni 2010

A customer asked me recently if it is possible to get the id of a record in a pre-create plugin. By default, it is not possible because the record is not yet created at this point and has not got an id.

However, Dynamics CRM allows you to create your own id for a record. The primary key of a record is stored in its Key-Property. On all default entities, for example account, the id property is marked as Valid for create (see accountid). This means, the sdk allows you to pass your own id.

using System;
using Microsoft.Crm.Sdk;
 
namespace PreCreateKeyPlugin
{
    public class PreCreateKeyPlugin : IPlugin
    {
        public void Execute(IPluginExecutionContext context)
        {
            if (IsPreCreate(context))
            {
                if (context.InputParameters.Contains(ParameterName.Target))
                {
                    DynamicEntity target = context.InputParameters[ParameterName.Target] as DynamicEntity;
 
                    if (target != null)
                    {
                        Guid customId = new Guid("{d7256b93-a5b5-45f9-9f2d-a1838279c35c}");
 
                        target["accountid"] = new Key(customId);
                    }
                }
            }
        }
 
        private bool IsPreCreate(IPluginExecutionContext context)
        {
            return  context.MessageName == MessageName.Create && 
                    context.Stage == MessageProcessingStage.BeforeMainOperationOutsideTransaction;
        }
    }
}

If you register this plugin for pre-create on the account entity and create a new account, it will have the provided id.

Please keep in mind, that you are in the responsibility to assign an new GUID for every execution of this plugin, but this should be clear when working with primary keys.

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Howto: Get label for an attribute with JavaScript

19 Mai 2010

If you have to retrieve the label of an attribute in a form script, you have two options. The first one, is of course not supported, but quick and easy to implement.

function GetFieldLabel(fieldname)
{
  var field = crmForm.all[fieldname+ '_c'];
 
  if (field != null){
    return field.firstChild.firstChild.nodeValue;
  }
  else {
    return '';
  }
}
 
alert(GetFieldLabel('subject'));

The other option is, to retrieve the label for the user language from the crm service. I will cover this in another article.

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Howto: Detect external request with JavaScript

1 Mai 2010

If you have activated Internet Facing Deployment for your CRM system, it could be necessary to detect if a request comes from outside your network or from your internal network.

For example, if you integrate a web application with an IFrame, you have to set different addresses for internal and external access. Or, if the application is only accessible from inside your network, you can show a message that it is not available for external users.

With help of Form Scripting you can detect an external request with little effort. You can make use of the function prependOrgName(”) which adds the organization prefix to the argument, if it is necessary. That means for an external request, it returns always the argument which you have passed.

function IsExternalRequest() 
{
  var ifdTestValue = prependOrgName('');
  var isIFDCall = ifdTestValue == '';
 
  return isIFDCall;
}

Calling IsExternalRequest will return true, if the request comes from an external network range. You could also define this function globally in the form context (see also http://www.stunnware.com/crm2/topic.aspx?id=JS5)

IsExternalRequest = function() 
{
  var ifdTestValue = prependOrgName('');
  var isIFDCall = ifdTestValue == '';
 
  return isIFDCall;
}

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Howto: Debugging CRM errors

24 August 2009

Today I had a service call with a customer who got an error on creating appointments. The error message was General Failure in Scheduling Engine

A quick search in the internet revealed that this error message is not an unknown one (at least for Dynamics CRM 3)

Because the description of the articles were not suitable for the customers environment and the CRM system is a newer one ( Dynamics CRM 4), we had to dig further.

We enabled the tracing on the crm application server and set the TraceCategories to *:Error which writes only the message with TraceLevel Error to the trace file.

The generated trace file contained following error
...
Crm Exception: Message: SecLib::CrmCheckPrivilege failed. Returned hr = -2147220960 on UserId: bcf9bb2e-6070-de11-a4a6-000c29abeb6c and PrivilegeId: b5f2ee06-d359-4495-bbda-312aae1c6b1e, ErrorCode: -2147220960
...
MessageProcessor fail to process message 'Book' for 'appointment'.
...

A quick search for the name of the denied privilege showed that the security role of the user doesn’t give him the right to share appointments. Apparently, this right is needed for creating an appointment. After adjusting the security role the error was gone and the customer was happy.

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