Display or Remove Custom Entity or OOB in Outlook Quick Create

Dear All,

Please find the steps below for Displaying/Remove Custom Entity or OOB in Outlook Quick Create

1). Open CRM System
2). Navigate to Settings --> Customization --> Customize the system
3). Click on the Custom Entity that you want to display Quick Create (Enable Allow Quick Create & Reading Pane in Dynamics 365 for Outlook)

4). After Enabling Navigate to Settings --> Customization --> Customize the System

5). Click on Model-driven Apps or Apps  then open Dynamics 365 App for Outlook then Add the Entity which you wanted.

6). Click Save.

7). Publish.

N:N Filter Subgrid Dynamics 365 + MSCRM + Javascript

Dear All,

Today we got requirement to filter N:N Subgrid in D365 

--> Quote Entity - Country Field
--> Accessorial Entity - Country Field

 Our Requirement is that we need to filter Accessorial Entity in N:N Subgrid based on the Country Selection in Quote Entity


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// Function to check the opened form is UCI or MSCRM Form
function isUCI() {
    var globalContext = Xrm.Utility.getGlobalContext();
    var t1 = globalContext.getCurrentAppUrl();
    var t2 = globalContext.getClientUrl();
    if (t1 !== t2)
        return true;

    return false;

}

// Custom function to define filters per relationship
function getAddExistingFilters(relationshipName, primaryEntityName) {
    if (relationshipName == "new_accessorialinformation_quote_SubGrid" && primaryEntityName == "quote") {
        return [{ entityLogicalName: "new_accessorialinformation", filterXml: "<filter type='and'><condition attribute='new_country' operator='eq' value='" + Xrm.Page.getAttribute("new_country").getValue()[0].id + "' /></filter>" }]
    }
    return null;

}

// Custom function to call instead of the OOTB Add Existing button/command - all 4 parameters can be passed from the ribbon
function filterAddExisting(selectedEntityTypeName, selectedControl, firstPrimaryItemId, relationshipList) {
    debugger;
    var relationshipName = selectedControl.getRelationship().name;
    var primaryEntityName = Xrm.Page.data.entity.getEntityName();
    if (isUCI) {
        if (relationshipList.indexOf(relationshipName) > -1) {
            var options = {
                allowMultiSelect: true,
                entityTypes: [selectedEntityTypeName],
                showNew: true,
                disableMru: true,
                filters: getAddExistingFilters(relationshipName, primaryEntityName)
            };

            lookupAddExistingRecords(relationshipName, selectedEntityTypeName, primaryEntityName, firstPrimaryItemId, selectedControl, options);
        }
        else {
            // Any other contact relationship (N:N or 1:N) - use default behaviour
            XrmCore.Commands.AddFromSubGrid.addExistingFromSubGridAssociated(selectedEntityTypeName, selectedControl);
        }
    }
    else {
        if (selectedControl.getRelationship().name == "new_accessorialinformation_quote_SubGrid") {
            var options = {
                allowMultiSelect: true,
                entityTypes: ["new_accessorialinformation"],
                showNew: true,
                customFilterTypes: [""],
                customFilters: [encodeURIComponent("<filter type='and'><condition attribute='new_country' operator='eq' value='" + Xrm.Page.getAttribute("new_dropoffcountry").getValue()[0].id + "' /></filter>")]
            };

            lookupAddExistingRecords("new_accessorialinformation_quote_SubGrid", "quote", "new_accessorialinformation", firstPrimaryItemId, selectedControl, options);
        } else {
            XrmCore.Commands.AddFromSubGrid.addExistingFromSubGridAssociated(selectedEntityTypeName, selectedControl);
        }

    }

}


// relationshipName = the schema name of the N:N or 1:N relationship
// primaryEntity = the 1 in the 1:N or the first entity in the N:N - for N:N this is the entity which was used to create the N:N (may need to trial and error this)
// relatedEntity = the N in the 1:N or the secondary entity in the N:N
// parentRecordId = the guid of the record this subgrid/related entity is used on
// gridControl = the grid control parameter passed from the ribbon context
// lookupOptions = options for creating the custom lookup with filters: http://butenko.pro/2017/11/22/microsoft-dynamics-365-v9-0-lookupobjects-closer-look/
function lookupAddExistingRecords(relationshipName, primaryEntity, relatedEntity, parentRecordId, gridControl, lookupOptions) {
    Xrm.Utility.lookupObjects(lookupOptions).then(function (results) {
        // Get the entitySet name for the primary entity
        Xrm.Utility.getEntityMetadata(primaryEntity).then(function (primaryEntityData) {
            var primaryEntitySetName = primaryEntityData.EntitySetName;

            // Get the entitySet name for the related entity
            Xrm.Utility.getEntityMetadata(relatedEntity).then(function (relatedEntityData) {
                var relatedEntitySetName = relatedEntityData.EntitySetName;

                // Call the associate web api for each result (recursive)
                associateAddExistingResults(relationshipName, primaryEntitySetName, relatedEntitySetName, relatedEntity, parentRecordId.replace("{", "").replace("}", ""), gridControl, results, 0)
            });
        });
    });
}

// Used internally by the above function
function associateAddExistingResults(relationshipName, primaryEntitySetName, relatedEntitySetName, relatedEntity, parentRecordId, gridControl, results, index) {
    if (index >= results.length) {
        // Refresh the grid once completed
        Xrm.Page.ui.setFormNotification("Associated " + index + " record" + (index > 1 ? "s" : ""), "INFO", "associate");
        if (gridControl) { gridControl.refresh(); }

        // Clear the final notification after 2 seconds
        setTimeout(function () {
            Xrm.Page.ui.clearFormNotification("associate");
        }, 2000);

        return;
    }

    Xrm.Page.ui.setFormNotification("Associating record " + (index + 1) + " of " + results.length, "INFO", "associate");

    var lookupId = results[index].id.replace("{", "").replace("}", "");
    var lookupEntity = results[index].entityType || results[index].typename;

    var primaryId = parentRecordId;
    var relatedId = lookupId;
    if (lookupEntity.toLowerCase() != relatedEntity.toLowerCase()) {
        // If the related entity is different to the lookup entity flip the primary and related id's
        primaryId = lookupId;
        relatedId = parentRecordId;
    }

    var association = { '@odata.id': Xrm.Page.context.getClientUrl() + "/api/data/v9.0/" + relatedEntitySetName + "(" + relatedId + ")" };

    var req = new XMLHttpRequest();
    req.open("POST", Xrm.Page.context.getClientUrl() + "/api/data/v9.0/" + primaryEntitySetName + "(" + primaryId + ")/" + relationshipName + "/$ref", true);
    req.setRequestHeader("Accept", "application/json");
    req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
    req.setRequestHeader("OData-MaxVersion", "4.0");
    req.setRequestHeader("OData-Version", "4.0");
    req.onreadystatechange = function () {
        if (this.readyState === 4) {
            req.onreadystatechange = null;
            index++;
            if (this.status === 204 || this.status === 1223) {
                // Success
                // Process the next item in the list
                associateAddExistingResults(relationshipName, primaryEntitySetName, relatedEntitySetName, relatedEntity, parentRecordId, gridControl, results, index);
            }
            else {
                // Error
                var error = JSON.parse(this.response).error.message;
                if (error == "A record with matching key values already exists.") {
                    // Process the next item in the list
                    associateAddExistingResults(relationshipName, primaryEntitySetName, relatedEntitySetName, relatedEntity, parentRecordId, gridControl, results, index);
                }
                else {
                    Xrm.Utility.alertDialog(error);
                    Xrm.Page.ui.clearFormNotification("associate");
                    if (gridControl) { gridControl.refresh(); }
                }
            }
        }
    };
    req.send(JSON.stringify(association));

}


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Copy paste the code in your JS File and publish it.


new_accessorialinformation_quote_SubGrid - Relationship between Quote and Accessorial
 Xrm.Page.getAttribute("new_country").getValue()[0].id - Lookup in Quote Entity
new_accessorialinformation - Accessorial Entity Logical name
quote - Quote Entity logical name

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Now Add Accessorial Entity in Solution and the Published Javascript file

Right Click on the Accessorial Subgrid ( the id should end with AddExistingAssoc) and click Customise Command

After adding Click the command add a String Parameter and add the Subgrid name(new_accessorialinformation_quote_SubGrid) and Remove the Library and add your Custom Library and Add the function called (filterAddExisting)

Thanks, Hope this helps.

JavaScript to check run on UCI or not in Microsoft Dynamics CRM

function isUCI(){
        var globalContext = Xrm.Utility.getGlobalContext();
        var t1 = globalContext.getCurrentAppUrl();
        var t2 = globalContext.getClientUrl();
        if (t1 !== t2)
            return true;

    return false;
}