Thursday, February 18, 2016

Impersonate the Plugins MSCRM C#

Hi,

Today i have a scinario to impersonate the plugin for that we followed below steps.

Open Plugin Registration tool and open the plugin which you need to impersonate. Pass the GUID in Unsecure Configuration


Once Done. Update the step and 

public Impersonate(string unsecure)
            : base(typeof(Impersonate))
        {
            base.RegisteredEvents.Add(new Tuple<int, string, string, Action<LocalPluginContext>>(40, "Update", "ENTITYNAME",
                new Action<LocalPluginContext>(ExecuteImpersonate)));
            if (!Guid.TryParse(unsecure, out ssisUserGuid))
            {
                throw new InvalidPluginExecutionException(CustomMessagesResources.Error_PostCustomerAssign_ConfigRead);
            }

        }
 protected void ExecutePostCrmDealUpdateSecurity(LocalPluginContext localContext)

        {
 EntityReference callingUser = new EntityReference
                        {
                            LogicalName = "systemuser",
                            Id = ssisUserGuid
                        };
                        OrganizationServiceProxy serviceProxy = (OrganizationServiceProxy)service;

                        serviceProxy.CallerId = callingUser.Id;
}

The above code will impersonate the plugin to the user which you have mentioned in the plugin unsecure configuration.

Async Privilage is Missing for the User

if User is getting Async privilage Error while running the Plugin 
as Principal user (Id=GUID, type=8) is missing prvReadAsyncOperation privilege

Go to Security Roles --> Customization -->Provide privilage for System Jobs


Create Custom Page Based on Custom/OOB Entity

Hi All,

Today we got a Requirement to Create a Custom Page that should fetch data from Custom Entity and it should display the same in HTML

As per our Requirement we need to show page like below screen shots.

For this we need to have
         
1.   Name Field
2.   Url Field
3.   Image Field
4.   Description Field
5.   Order Field


Steps:


Create a Custom Entity and name it as new_CustomEntity, and create the fields
è New_name(String)
è New_URL(String)
è New_EntityImageUrl(Create as an OOB Entity Image)
è New_Description(Multi Line String)
è New_Order(Whole Nubmer)

Open Visual Studio and Add New HTML Page to the Solutions

Add the below Scripts
<script type="text/javascript" src="new_/SDK.REST.js"></script>
<script type="text/javascript" src="new_SDK.Metadata.js"></script>
<script type="text/javascript" src="new_GetOptionSetSDK.js"></script>
<script type="text/javascript" src="ClientGlobalContext.js.aspx"></script>
<script type="text/javascript" src="new_jquery1.4.1.min"></script>
<script type="text/javascript" src="new_FetchXMLQueries.js"></script>
<script type="text/javascript" src="new_XrmServiceToolkit"></script>

Above mentioned Scripts Used to load the JS into the Current page where the HTML page is loaded

new_FetchXMLQueries – we are Using FetchXML in this js file
new_XrmServiceToolkit – XRM tool KIT

<script type="text/javascript">
        var getSplit;

        var getallValuespagingValues = [];
        var relatedAccounts = [];
        var getCollectionRecords = new Array();
        function getRMWorkbenchValues() {
            context = GetGlobalContext();
            serverUrl = context.getClientUrl();
            userid = context.getUserId();
            ODataPath = serverUrl + "/xrmservices/2011/OrganizationData.svc/new_?$select=new_Order,new_URL,new_Description,new_name,EntityImage_URL&$orderby=CreatedOn%20asc";
            GetRecords(ODataPath);
        }
        function GetRecords(ODataPath) {
            jQuery.ajax({
                type: "GET",
                contentType: "application/json; charset=utf-8",
                datatype: "json",
                url: ODataPath,
                async: false,
                beforeSend: function (XMLHttpRequest) {
                    XMLHttpRequest.setRequestHeader("Accept", "application/json");
                },
                success: function (data, textStatus, XmlHttpRequest) {
                    if (data && data.d != null && data.d.results != null) {
                        AddRecordsToArray(data.d.results);
                        FetchRecordsCallBack(data.d);
                    }
                },
                error: function (XmlHttpRequest, textStatus, errorThrown) {
                    alert("Error :  has occured during retrieval of the records ");
                }
            });
        }
        function AddRecordsToArray(records) {
            for (var i = 0; i < records.length; i++) {
                var Generatetable = "<td>"
                Generatetable += "<table tabindex='0' style='cursor: hand;' id='_L" + records[i].new_Order + "' cellpadding='12' cellspacing='0' width='100%'>"
                Generatetable += "<tbody>"
                Generatetable += "<tr>"
                Generatetable += "<td width='48'>"
                Generatetable += "<img alt='' src=" + serverUrl + records[i].EntityImage_URL + " height='50' width='54'></a></td>"
                Generatetable += "<td style='padding-left: 2px;'><a target='_blank' class='linktitle ms-crm-Link' href='" + records[i].new_URL + "' id='_A" + records[i].new_Order + "'>" + records[i].new_name + "<br>"
                Generatetable += "</a>"
                Generatetable += "<div class='linkhelp' id='_I" + records[i].new_Order + "'>" + records[i].new_Description + "<a onclick='return false;' href='#'></a>"
                Generatetable += "</div>"
                Generatetable += "</td>"
                Generatetable += "</tr>"
                Generatetable += "</tbody>"
                Generatetable += "</table>"
                Generatetable += "</td>"
                relatedAccounts.push(Generatetable);
            }
        }

        function FetchRecordsCallBack(records) {
            if (records.__next != null) {
                var ODataPathh = records.__next;
                GetRecords(ODataPathh);
            }
        }

        function Getheader() {
            var head = GetHeader();
            document.getElementById("demo").innerHTML = head;
        }
        function GenerateTable() {
            getRMWorkbenchValues();
            //Create a HTML Table element.
            var table = document.createElement("TABLE");
            table.style = 'table-layout: fixed;';
            table.cellpadding = '0';
            table.cellspacing = '0';
            table.width = '100%';
            //Get the count of columns.
            var columnCount = relatedAccounts.length;

            //Add the data rows.
            for (var i = 0; i < relatedAccounts.length; i++) {
                var row = table.insertRow(-1);
                var cell1 = row.insertCell(0);
                var cell2 = row.insertCell(1);
                cell1.innerHTML = relatedAccounts[i];
                if (columnCount > i + 1) {
                    cell2.innerHTML = relatedAccounts[i + 1];
                    i++;
                }
            }

            var dvTable = document.getElementById("dvTable");
            dvTable.innerHTML = "";
            dvTable.appendChild(table);
            document.getElementById("getheader").innerHTML = (GetHeaderValue("Header"))[0].attributes.new_value.value;
            document.getElementById("getsubheader").innerHTML = (GetHeaderValue("SubHeader"))[0].attributes.new_value.value;
        }
    </script>

Import the HTML and attached JS and

Map the HTML in Sitemap.


Then Right Click Select Add Tile --> LCID = 1033 Title = Application then click Save and Update the Site Map

Create a Record in Custom Entity

(Eg)


Create Two Configuration Record
(Eg)


Now Try open the Application you can able to view below screen
Please find the Link to Download Managed and Unmanaged Solutions

Refresh SubGrid from Javascript MSCRM


Refresh the Subgrid from below query.

Xrm.Page.ui.controls.get("SubGridName").refresh();

Eg. Xrm.Page.ui.controls.get("deal").refresh();






Trigger a Plugin on Adding User or Removing User from Access Team

We can trigger a plugin on add/remove user from Access Team in CRM 2013 and 2015

SDK provided two messages for it
  1. AddUserToRecordTeam
  2. RemoveUserFromRecordTeam

AddUserToRecordTeam (Primary Entity as teamtemplate)



You will get input parameters as follows

Record -- Entity Reference object of the record
SystemUserId -- User which you want to remove
TeamTeamplateId -- Access Team Template Guid

For more information on input parameters check - AddUserToRecordTeamRequest Members

RemoveUserFromRecordTeam (Primary Entity as teamtemplate)

 

You will get input parameters as follows Check
  
Record -- Entity Reference object of the record
SystemUserId -- User which you want to remove
TeamTeamplateId -- Access Team Template Guid

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