Mahender Pal

Get Parent Customer ID based on contact id

30 Apr 2012 Leave a Comment

by mahenderpal in MS CRM 2011

sometime we have requirement to get contact’s parent customer id, if you have same requirment you can use below code, make sure

function ParentCustomerID(ContactId) {

    var context = Xrm.Page.context;
    var serverUrl = context.getServerUrl();
    var ODataPath = serverUrl + “/XRMServices/2011/OrganizationData.svc”;
    var retrieveParentCustomer= new XMLHttpRequest();
    retrieveParentCustomer.open(“GET”, ODataPath + “/ContactSet(guid’” + ContactId+ “‘)”, false);
    retrieveParentCustomer.setRequestHeader(“Accept”, “application/json”);
    retrieveParentCustomer.setRequestHeader(“Content-Type”, “application/json; charset=utf-8″);
    retrieveParentCustomer.onreadystatechange = function() {
        retrieveParentCustomerCallBack(this);
    };
    retrieveParentCustomer.send();

}
function retrieveParentCustomerCallBack(retrieveParentCustomer) {
    if (retrieveParentCustomer.readyState == 4 /* complete */) {
        if (retrieveParentCustomer.status == 200) {

            var retrievedParent = this.parent.JSON.parse(retrieveParentCustomer.responseText).d;

                    alert(retrievedParent.ParentCustomerId.Id); //for id
                    alert(retrievedParent.ParentCustomerId.Name); //for name

}
  
}}

Enjoy !!!

A managed solution cannot overwrite the SavedQuery component with Id=xxxx-xxx-xxx-xxx-xxxx.. Error

23 Apr 2012 Leave a Comment

by mahenderpal in MS CRM 2011

Are you getting below error when trying to import managed solution exported from your dev environment where Activity feed is configured.

A managed solution cannot overwrite the SavedQuery component with Id=xxxx-xxx-xxx-xxx-xxxx  which has an unmanaged base instance.The most likely scenario for this error is that an unmanaged solution has installed a new unmanaged SavedQuery component on the target system, and now a managed solution from the same publisher is trying to install that same SavedQuery component as managed. This will cause an invalid layering of solutions on the target system and is not allowed.

If yes, you need to remove Activity feed configuration from source system before exporting your solution. You need to follow below steps

1. Open your Dev envornment.
2. Navigate to Activity Feeds Configuration under Setting->System.
3. Delete all configuration records except for user entity.
4. Delete user entity record.

 Now you can export your solution, make sure to click on “Publish All Customization” during export step.

Once solution imported into production envirnment, you can configure activity feed again.

 Enjoy !!!

reference : http://blogs.msdn.com/b/crm/archive/2012/01/26/activity-feeds-solution-amp-development-environment.aspx

MS CRM 2011 Technical Interview Question Part -1

18 Apr 2012 2 Comments

by mahenderpal in MS CRM 2011

I have seen many times, where CRM developers asking for common interview question in CRM development forums. I am writing this post to collect some common question on MS CRM technical side that can crm developers community

• Explain some new features in  MS CRM 2011.
• What are the different webservice available in MS CRM 2011.
• Which service can be used to access metadata information.
• What are the different ways to consume MS CRM webservice from client side?
• Rest Vs Soap.
• Difference between Dialog and Workflow.
• What is Solution?
• Difference between Managed and unmanaged solution.
• Is it possible to register plugin through solution?
• What is field level security?
• How can we use auditing in MS CRM 2011.
• What is the use of document location entity in MS CRM 2011.
•  How can we create a custom Ribbon button.
• How can we rename a custom Ribbon button.
• How can we open a custom webpage from ribbon button.
• How can we use Filtered views in MS CRM 2011.
• What is Webresource and what the different types of webresource.
• How can deploy a Silverlight webresource in MS CRM 2011.
• What is the use of subgrids?
• What are the basic steps involved in developing plugin.
• What is the use of tracingService in plugin development.
• What are the new messages introduced for plugins in MS CRM 2011?
• What is sandbox plugin.
• What are the different ways to create custom report for MS CRM 2011.
• Difference between Early bound and late bound.

Enjoy !!

Getting Current User Date and Time Format setting using Javascript MS CRM 2011

11 Apr 2012 5 Comments

by mahenderpal in MS CRM 2011

If you are looking to get current user Date and Time format you can use below code for the same

function RetrieveUserSettingRecord() {

 var context;

 var serverUrl;

 var ODataPath;

context = Xrm.Page.context; //get context

 serverUrl = context.getServerUrl();

 ODataPath = serverUrl +“/XRMServices/2011/OrganizationData.svc”;

 var UserID = Xrm.Page.context.getUserId();  //get current user id from context

 var RetrieveUserSetting = new XMLHttpRequest();

RetrieveUserSetting.open(“GET”, ODataPath + “/UserSettingsSet(guid’” + UserID + “‘)”, true);

RetrieveUserSetting.setRequestHeader(“Accept”, “application/json”);

RetrieveUserSetting.setRequestHeader(“Content-Type”, “application/json; charset=utf-8″);

RetrieveUserSetting.onreadystatechange =function() {

RetrieveUserSettingCallBack(this);

};

 RetrieveUserSetting.send();

 }

 function RetrieveUserSettingCallBack(retrievedUserSetting) {

 if (retrievedUserSetting.readyState == 4 /* complete */) {

 if(retrievedUserSetting.status == 200) {

 var retrievedUser = this.parent.JSON.parse(retrievedUserSetting.responseText).d;

 if (retrievedUser.TimeFormatString != null)

alert(retrievedUser.TimeFormatString);

 if (retrievedUser.DateFormatString != null)

alert(retrievedUser.DateFormatString);

 }}

 }

 Enjoy !!

Microsoft Dynamics CRM Q2 2012 Service Update Video

09 Mar 2012 Leave a Comment

by mahenderpal in MS CRM 2011

Check out this video for Q2 2011 Service Update : http://www.youtube.com/watch?v=5HVqc5MthbI&feature=uploademail

Send Email through Code using Late Bound MSCRM 2011

02 Mar 2012 Leave a Comment

by mahenderpal in MS CRM 2011

If you want to send mail through sdk using late bound you can use below function

 private void CreateMail(IOrganizationService service,Guid _ contactid,Guid _From)

{

//create activityparty

Entity Fromparty = new Entity(“activityparty”);

Entity Toparty = new Entity(“activityparty”);

 //set partyid

//You can refer http://msdn.microsoft.com/en-us/library/gg328549.aspx to get acitivity party entity attribute

Toparty[“partyid"]= new EntityReference(“contact”, _ contactid));

 Fromparty["partyid"]= new EntityReference(“systemuser”, _From));

//create email  and set attributes

Entity _Email = new Entity(“email”);

 _Email["from"] = new Entity[] { Fromparty };

 _Email["to"] = new Entity[] { Toparty };

 _Email["directioncode"] = true;

 _Email["regardingobjectid"] = new EntityReference(“contact”, _contactid);

  Guid EmailID = service.Create(_Email);

}

Enjoy !!!