#Javascript

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Aug 4, 2017
2 min

Dynamics 365 – Business Process Flow

This is a nice to have to guide users in terms of filling information based on stages, for instance: The information needed to a contact to be a prospect, probably we only need First Name, Last Name and mobile phone. On the other hand, to become an opportunity, we will need some more details. In this situation i would use this kind of approach, Business Process, because it will be really easy to see by opening the record in which phase of the process the contact is only by lo

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Oct 16, 2015
1 min

CRM 2015 Online Update 1 – {Javascript Code Example #3} – Sub-grid controls new events a

With Update 1 for CRM 2015 Online more events and objects are available, before this update, only the refresh was available. Now it is possible to interact with grid-controls to get the number of total records, getting the object grid so can be worked as an object, it is possible as well to get all rows or even selected rows from the grid only. I would say that mostly i would use the grid object on the purpose of getting either all rows or selected rows, however it is possibl

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May 5, 2015
1 min

CRM 2015 – {Javascript Code Example #2} – Save a form asynchronously with call back func

If for any reason you need to have a call back function in CRM after saving a form asynchronously it is possible to do with this line below: Xrm.Page.data.refresh(save).then(successCallback, errorCallback); More detail please see next table: Name Type Required Description save Boolean No true if the data should be saved after it is refreshed, otherwise false . successCallback Function No A function to call when the operation succeeds. errorCallback Function No A function

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Apr 28, 2015
2 min

CRM 2015 – Javascript – {Personal Opinion #1 – Considerations on customizing CRM F

Extending a lookup control for people that have been working with CRM sometimes looks like a nightmare, and why? The reason for this is related with upgrades, I remember for instance that form CRM 3.0 to CRM 4.0, the way our development team was using this functionality on upgrading it would break the custom filtering. Honestly, i’m not the kind of guy that likes to extend to much the CRM in terms of Javascript because of many reasons, i’m not saying i don’t customize, but i

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Apr 18, 2015
1 min

CRM 2015 – {Javascript Code Example #1} – Grid Objects and Methods

When we need to extend the Grids trough Javascripts, we should use the client sdk to avoid problems in the future, not only because of upgrades, but as well update rollups. Reading an article from MSDN, found written that only the refresh method was available, what means other extensions were not "supported". This few examples are can applied to a CRM 2015 Online Organization with Update 1. Hope that it can be available as well for OnPrem near in the future. 1. Getting the Gr

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CRM 2015 – Javascript – Opening a Web Resource

Apr 12, 2015
1 min

CRM 2015 – Javascript – Opening a Web Resource

Javascript function from the Namespace Xrm.Utility that can be called to open a Web Resource with the possibility of adding parameters. Bare in mind that cannot that this function will not work with Microsoft Dynamics CRM for tablets. Xrm.Utility.openWebResource(webResourceName,webResourceData,width, height) Parameters Name Type Required Description webResourceName String Yes The name of the HTML web resource to open. webResourceData String No Data to be passed into the dat

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Apr 10, 2015
2 min

CRM 2015 – Javascript – Opening an Entity Form from Javascript

Opening a form where you can say if it will open on the same window or another window it will be possible on the Microsoft Dynamics CRM Online 2015 Update 1. In old times you would use the window.open, but my Microsoft and say as well as a best practice you should use the Xrm.Utility (client-side reference). Now it will be possible to pass if you want to open on the same window or in a new window as you can see from the below information that i took from the MSDN. Opens an en

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Apr 8, 2015
1 min

CRM 2015 – Javascript – Closing a CRM Form in Javascript

I had the need of adding an additional button to a form "Submit and Close" for business process purposes. In there doing some code, in the end only needed to call to do whatever i needed: Xrm.Page.data.entity.save("saveandclose"); Xrm.Page.ui.close(); However, doing that, and because i was calling the for from a Web Resource, the form was being closed but the originating web resource was appearing, the solution is simple, change the last line by: if (parent.opener != undefine

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Feb 23, 2015
1 min

CRM 2015 – Javascript – Display Notifications

Below a table with the ways to display notifications using the CRM objects. Task Example Display a message near the control to indicate that data is not valid. Xrm.Page.getAttribute("name").controls.forEach( function (control, i) { control.setNotification("’Test’ is not a valid name."); }) Sets a validation error message on every control in the form for the Account Nameattribute. While this message is displayed the record cannot be saved. This method is only available for

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Feb 19, 2015
1 min

CRM 2015 – Javascript – Custom view on a lookup field

This is a recurring functionality that often a developer has to write and i will put in here as a reminder, change the view of a lookup field to meet some customer requirements, adding/removing columns or even add filters to a lookup field. Don’t remember by heart, but from one version of crm, porbably 3.0 to 4.0 or 4.0 to 2011, that changed. I took this from the Microsoft Developer Network webbsite. var viewId = "{C7034F4F-6F92-4DD7-BD9D-9B9C1E996380}"; var viewDisplayName =

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Feb 19, 2015
2 min

CRM 2015 – Javascript – Attributes Metadata

This can be very helpful, many times we need to know for a specific field type, the default value, min value, max value, all this when applies of course. Below we have the examples for doing that. Task Example Get the type of attribute var attributeType = Xrm.Page.getAttribute(0).getAttributeType(); Assigns the string value that represents the type of attribute for the first attribute to the attributeType variable. Get how the attribute is formatted var attributeFormat = Xrm.

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CRM 2015 – Javascript – Alert vs Form Notification

Feb 17, 2015
1 min

CRM 2015 – Javascript – Alert vs Form Notification

For many years i used the old Alert to show error or warning messages in CRM, i was using that from a web resource or form. But Microsoft provides a way of doing that in terms of CRM point of view. So, inside of a form and for custom validations now we can use the following: Xrm.Page.ui.setFormNotification("Hello","INFO","helloMsg"); Displays the message “Hello” at the top of the form with a system info icon. This method is only available for Updated entities. What’s the prob

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Feb 6, 2015
2 min

CRM 2015 – Client Customizations – Best Practices

Best practices for developing customizations for the CRM web application and Microsoft Dynamics CRM for Microsoft Office Outlook include the following: Use web resources instead of pages that require server-side processing whenever possible. If your requirements can only be achieved by using server-side processing, adhere to the requirement that your custom webpages are installed in a separate website from Microsoft Dynamics CRM. Set the trust level for your site appropriatel

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Feb 4, 2015
1 min

CRM 2015 – Javascript – Confirm Dialog

Sometimes we need to extend in the client side with a confirm dialog, below is the way of doing that with the Xrm.Utility namespace: confirmDialog Displays a confirmation dialog box that contains an optional message as well as OK and Cancel buttons. JavaScript Xrm.Utility.confirmDialog(message,yesCloseCallback,noCloseCallback) ParametersmessageType: String. The text of the message to display in the dialog.yesCloseCallbackType: Function. A function to execute when the OK butto

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Feb 4, 2015
2 min

Open forms, views, dialogs and reports with a URL (Deprecated)

Please go to the new Post for Open a Form from Javascript according to Microsoft Update. CRM 2015 – Javascript – Opening an Entity Form from Javascript http://www.dynamicsmonster.com/blogs/post/CRM-2015-Javascript-Opening-an-Entity-Form-from-Javascript/ Digging in the JavaScript to create my own framework that will make my live and my colleagues live easier. Sometimes we need to open entity records windows, and the most common way of doing that if you ask a JavaScript develop

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Feb 3, 2015
2 min

CRM 2015 – Javascript – Use of jQuery

From the MSDN i found this topics that i think can help who is extending CRM with Javascripts. Use jQuery with HTML web resources We recommend that you use jQuery together with HTML web resources to provide user interfaces because it is an excellent cross-browser library. With HTML web resources, you control the libraries that are present and there is no restriction against manipulating the DOM. Feel free to use jQuery within your HTML Web resources.Avoid using jQuery with fo

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Feb 3, 2015
1 min

CRM 2015 – Javascript – GetGlobalContext function and ClientGlobalContext.js.aspx

You can use the GetGlobalContext function when programming with web resources to gain access to context information. To have the function in your HTML web resource, include a reference to the file ClientGlobalContext.js.aspx. The GetGlobalContext function returns the same context object found in the Xrm.Page.context. An example from the MSDN below: <head> <title>HTML Web Resource</title> <script src="../ClientGlobalContext.js.aspx" type="text/javascript" ></script> <script

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Feb 3, 2015
1 min

CRM 2015 – Removed methods are either obsolete or replaced with other methods on Javascript

The following methods are no longer available on the CRM 2015, so please review the code before migrate to CRM 2015 or when planning to upgrade to CRM 2015. getAuthenticationHeader This method supported use of the Microsoft Dynamics CRM 4.0 web services, which no longer exist. getServerUrl This method was replaced by getClientUrl. isOutlookClient This method was replaced by client.getClient isOutlookOnline This method was replaced by client.getClientState More information on

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Apr 29, 2014
1 min

Execute a CRM(2011/2013) OnPremesis or Online Workflow from Javascript

The function below can be used to execute a workflow from JavaScript using the Organization.svc service instead of the CrmService.asmx from previous versions (CRM 3.0 and CRM4.0 versions): The first parameter of the function is the workflowid that it will be called, and the second parameter is only to show or not a window to confirm the action that will be made in next: function ExecuteWorkflow(workflowId, confirmQuestion) { var _return = true; if(confirmQuestion)

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