Archive

Posts Tagged ‘xml’

Remove ‘Resource Center’ from CRM4.

May 18th, 2009

Hi All,

If you would like to remove the ‘Resource Center’ menu navigation area in CRM, just do the following:

  1. Export the SiteMap customizations from CRM.
  2. Unzip the file, then open the XML file and scroll to the end of the file and look for:
  3. Highlight the the whole <area id=”ResourceCenter”> node and delete.
  4. Save the XML file.
  5. Re-Upload into CRM.
  6. Clear IE cache and refresh - You should no longer see the navigation.

Any suggestions or comments welcome!

MSCRM-Admin CRM 4.0, Customizations , , , , , , ,

Add custom toolbar buttons to the Case Entity form.

May 17th, 2009

Hi All,

Have you ever wanted to add some toolbar buttons to the CASE/CONTACT/ACCOUNT form?

Well now you can, you can use the ISV.config provided by CRM.

  1. Export the ISV Config Customizations from CRM
  2. Edit the XML file
  3. Find the <entity name=”incident”> node and add the following - I couldn’t paste the XML because of wordpress limitations.

  4. Note: the following are custom images: taskicon.gif, emailicon.gif and phonecallicon.gif.

  5.  Save the XML and import into CRM and publish the customizations.

Code explantion:

JavaScript="locAddActTo(4210)" PassParams="0" WinParams="" WinMode="0" Client="Web, Outlook" AvailableOffline="true"

Here we are using the CRM javascript function locAddActTo() and using the entity identifier (this being a phone call) which is located in the SDK and we are telling CRM to show this button is Outlook and the web version of CRM

JavaScript="resolve();" PassParams="0" WinParams="" WinMode="0" Client="Web, Outlook" AvailableOffline="true"

We are using the resolve() function on the case entity form which will resolve the case like you would when going to the actions menu > resolve case

MSCRM-Admin CRM 4.0, Customizations, JavaScript , , , ,

JavaScript Web Service Call

August 12th, 2008

Firstly i’d like to thank Michael Höhne for his great application that converts your c# code to Javascript. Basically you input your c# code and it sends a soap request and gets a reply and converts the request to Javascript so you can do it in realtime and not by a plug-in.

  • First grab the application from: http://mscrmblog.net/downloads/JSWebCall.zip
  • Open the project Visual Studio and double click on Form1.cs
  • Go to the “try” line and input your c# code to be converted.
  • Below i have my peice of code which just queries the systemuser entity for the GUID: F2EBE1D4-8E57-DD11-9225-000C29165D7E

<img class="alignnone" title="code c#" src="http://mscrmblog.net/downloads/codejs2.png" alt="" width="624" height="156" />

  • Build the program and run the Application (from the bin\deubg dir)
  • Click on the start and wait until you see a response in the response tab.
  • Then move onto the Javascript tab and copy the code and paste it on a event (onchange, onload & onsave)
  • Heres my final code:
window.setTimeout(RetrieveXML,1000);
function RetrieveXML()
{
var xml = "" +
"" +
"" +
GenerateAuthenticationHeader() +
" " +
" " +
" " +
" systemuser" +
" " +
" " +
" businessunitid" +
" " +
" " +
" false" +
" " +
" And" +
" " +
" " +
" systemuserid" +
" Equal" +
" " +
" "+crmForm.all.ownerid.DataValue[0].id+"" +
" " +
" " +
" " +
" " +
" " +
" " +
" " +
"" +
"";
var xmlHttpRequest = new ActiveXObject("Msxml2.XMLHTTP");
xmlHttpRequest.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
xmlHttpRequest.setRequestHeader("SOAPAction","http://schemas.microsoft.com/crm/2007/WebServices/RetrieveMultiple");
xmlHttpRequest.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
xmlHttpRequest.setRequestHeader("Content-Length", xml.length);
xmlHttpRequest.send(xml);

var resultXml = xmlHttpRequest.responseXML;
var businessUnitName = resultXml.getElementsByTagName("q1:businessunitid")[0].getAttribute('name');
alert(businessUnitName);
}

  • Basically this gets the businessunit name from the ownerid in the field.

Hope this helps.

MSCRM-Admin CRM 4.0, Customizations, JavaScript, SDK , , , , ,