Month: January 2017

Show Notifications On A MS CRM Form With JavaScript

The Microsoft XRM JavaScript Frameworks provides an easy way to show a yellow notification bar on top of the actual form. So you can place prominent notifications that a user can’t miss. There are three different types of notifications: ERROR, WARNING and INFO.   Example Code:

Result: With the given id you can also easily remove …

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Switch Form in MS CRM with JavaScript

The Microsoft XRM JavaScript Framework provides the possbility to switch/navigate to a specific form of an entity. Often the use case is, that a type (e.g. OptionSet) has a dedicated form which should be shown when the type is set/changed. In the first place you have to figure out the id of your target form …

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Refresh the actual Microsoft CRM Page With JavaScript

Within the Microsoft XRM Framework you can simply navigate and refresh the actual Microsoft CRM Page with the openEntityForm function. Usually this function is used to navigate to an existing entity record or to open a new entity form where the actual user can create and/or edit a record. But with this function it is also …

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Retrieve Entity Record With JavaScript And XrmServiceToolkit Library

The XrmServiceToolkit JavaScript Library provides a huge set of features which makes Client-Side Development much easier. The whole library contains four major parts as listed on their offical description: Common: General Methods used for various purpose. Rest: Organization Data Service functions including CRUD, Associate, Disassociate, etc Soap: Organization Service functions including CRUD, Fetch, Associate, Disassociate, …

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Saving Data When A CRM Field is Read-Only With JavaScript (setSubmitMode)

Saving data when a CRM field ist read-only is a often requriered use case, when data is fetched by javascript and written in such a field. Many Developers don’t know in the first place, that if a CRM field is read-only on the client-side you have to set the submit mode of the attribute. Otherwise …

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Copy Marketing Lists in Microsoft CRM With C#

There is a pretty neat method to copy marketing lists in Microsoft CRM without retrieving every member and adding to the new list. All you have to do is creating a CopyMembersListRequest and set the two required properties SourceListId with the old list Id and the TargetListId with the new list id.  And of course, the new list …

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Retrieve Entity Record with Retrieve Request and ColumnSet In MS CRM With C#

Often it is necessary to retrieve an entity or a specific column of an entity with an organization service execute request (retrieve request). With this Request you’ll retrieve the actual database value of that entity record. But you also have to know the actual Id of that record. With the ColumnSet you can definde which …

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Querying all Marketing Lists associated To An Campaign In Microsoft CRM With C#

As I said in the other article, there are some exceptions from the usual many-to-many architecture – one of those exceptions are querying all marketing lists associated to an campaign In Microsoft CRM. In this case you have to join with the CampaignItem table and check if the Logical Name of the entites matches. If so, …

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