Using Child Workflows in MS CRM 2011.

While working with the Projects we have to implement several logic as per the Client Need.

Here is the requirement.

1)Case Severity can be (1,2,3,4) Where 1 is the highest and 4 is the lowest.
2)Whenever Severity is raised to 1.It should trigger a mail to an user and keep on sending until Status of the Case is Closed.

Solution:

1)"Keep on sending until Status of the Case is Closed" this Can be achieved using child workflow.
2)"Whenever severity is raised to 1" :It means we should compare the previous severity with the new severity.

Note:
So we should Create  a custom field "previous severity".Set this field  with the value of case severity.When the Case is Created.You can achieve this using either workflow or JavaScript.

Creating Workflows:We will create two workflows

1)Main Workflow
2)Child workflow

Main workflow will call the child workflow and child workflow will call itself to achieve this.

Main Workflow Screen shot:

Child Workflow Screen shot:

Note : This workflow is on change of "Severity" of case.

Hope this helps,

Regards,

Yusuf

Clone an Opportunity in MS CRM 2011 by Plugin.

Below is a Plugin to create an Opportunity Clone [Cloning opportunity products as well].It uses early bound approach.

using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using Microsoft.Xrm.Sdk;
using Microsoft.Crm.Sdk.Messages;
using Entities = Pes.My.Configurations.Entities;
using System.ServiceModel;
using Pes.My.Configurations.Entities;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Client;
 
namespace My.Crm.Plugins.Opportunity
{
    public class PostUpdate : IPlugin
    {
        public void Execute(IServiceProvider serviceProvider)
        {
            Entities.Opportunity oppRec;
 
            IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
 
            // This plug-in was fired from the playback queue after the user selected to go online within Microsoft Dynamics CRM for Outlook.
            if (context.IsExecutingOffline || context.Depth > 1)
                return;
 
 
            if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
            {
 
                //Verify that the entity represents an Opportunity
                if (((Entity)context.InputParameters["Target"]).LogicalName != Pes.My.Configurations.Entities.Opportunity.EntityLogicalName || context.MessageName != "Update")
                    return;
                else
                    oppRec = ((Entity)context.InputParameters["Target"]).ToEntity<Pes.My.Configurations.Entities.Opportunity>();
            }
            else
            {
                return;
            }
 
            try
            {
                IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
                IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
 
 
                using (var MyContext = new MyContext(service))
                {
 
                    if (oppRec.My_IsCloned == true)
                    {
                        if (context.Depth == 1)
                        {
 
                            Entity opportunity = null;
 
                            opportunity = service.Retrieve(Entities.Opportunity.EntityLogicalName, oppRec.Id, new ColumnSet(true));
 
                            Entity cloneopportunity = new Entity();
 
                            opportunity.Attributes.Remove("opportunityid");
                            opportunity.Id = Guid.NewGuid();
 
                            cloneopportunity = opportunity;
                            Guid ClonedOppId = service.Create(cloneopportunity);
 
 
                            List<Entities.OpportunityProduct> listoppproduct = MyContext.OpportunityProductSet
                                      .Where(acp => acp.OpportunityId.Id == oppRec.Id).ToList<Entities.OpportunityProduct>();
                            foreach (OpportunityProduct objoppproduct in listoppproduct)
                            {
                                cloneOppProduct((Guid)objoppproduct.Id, ClonedOppId, service);
                            }
 
 
                        }
 
                    }
 
                }
 
 
            }
            catch (InvalidPluginExecutionException)
            {
                throw;
            }
            catch (FaultException<OrganizationServiceFault> ex)
            {
                throw new InvalidPluginExecutionException("An error occurred in the plug-in.", ex);
            }
 
        }
 
        private void cloneOppProduct(Guid guid, Guid Opp, IOrganizationService service)
        {
 
            Entity opportunityproduct = null;
            opportunityproduct = service.Retrieve(Entities.OpportunityProduct.EntityLogicalName, guid, new ColumnSet(true));
 
            Entity cloneopportunityproduct = new Entity();
 
            opportunityproduct.Attributes.Remove("opportunityproductid");
            opportunityproduct.Attributes.Remove("opportunityid");
            opportunityproduct.Id = Guid.NewGuid();
            opportunityproduct.Attributes["opportunityid"] = new EntityReference(Entities.Opportunity.EntityLogicalName, Opp);
            cloneopportunityproduct = opportunityproduct;
            service.Create(cloneopportunityproduct);
 
        }
    }
}

Note: I run this plugin from ribbon button "Clone Opportunity".Here I am setting Custom field "My_IsCloned " to true and saving the form using javaScript.And On post update it triggers this plugin.

Also you have to create an early bound class using CrmSvcUtil  below is an example

CrmSvcUtil.exe /out:MyEntities.cs /url:https://Mydev1.api.crm.dynamics.com/XRMServices/2011/Organization.svc /username:name@My.com /password:pass123 /namespace:Pes.My.Configurations.Entities /serviceContextName:MyContext 

Use the class generated i.e MyEntities [here] in your project and accomplish the same.

Hope this helps.

Yusuf

Custom Workflow Activity not appearing in MS CRM 2011 Issue.

I created a Custom Workflow activity and deployed it in Development server.It was working correct .I deployed same assembly in Staging server and I was surprised to see that assembly was  not showing the workflow which I added. Although It was shown in plugin registration tool.

Solution 1: Problem was in Strong name key.I created a different Strong name key and updated the  Custom workflow assembly.I unregistered the old assembly and registered the updated one.
It worked like a  Charm.

Solution 2: As suggested by Philip Update the AssemblyVersion and AssemblyFileVersion.
check  below link
http://blog.philipverlinden.be/crm/newly-added-custom-workflow-activity-not-showing-when-adding-a-new-step/


Hope this helps.

Querying OptionSetValue from MS CRM using Linq query with join operation

Below Code is taken from this post ,

   

        private string GetPickListText(string entityName, string attributeName, int optionSetValue)

        {

            string AttributeName = attributeName;

            string EntityLogicalName = entityName;

            RetrieveEntityRequest retrieveBankAccountEntityRequest = new RetrieveEntityRequest

            {

                EntityFilters = EntityFilters.All,

                LogicalName = EntityLogicalName

            };

            RetrieveEntityResponse retrieveBankAccountEntityResponse = (RetrieveEntityResponse)_serviceContext.Execute(retrieveBankAccountEntityRequest);

            Microsoft.Xrm.Sdk.Metadata.EntityMetadata metadata = retrieveBankAccountEntityResponse.EntityMetadata;

            Microsoft.Xrm.Sdk.Metadata.PicklistAttributeMetadata picklistMetadata = metadata.Attributes.FirstOrDefault(attribute => String.Equals(attribute.LogicalName, attributeName, StringComparison.OrdinalIgnoreCase)) as Microsoft.Xrm.Sdk.Metadata.PicklistAttributeMetadata;

            Microsoft.Xrm.Sdk.Metadata.OptionSetMetadata options = picklistMetadata.OptionSet;

            IList<OptionMetadata> picklistOption = (from o in options.Options

                                                    where o.Value.Value == optionSetValue

                                                    select o).ToList();

            string picklistLabel = (picklistOption.First()).Label.UserLocalizedLabel.Label;

            return picklistLabel;

        }



Hope this helps,

Yusuf

Clone a record in MS CRM 2011

Sometime in CRM there is a need to copy the existing record.For example there may be a need to clone the existing case so that service representative can update some fields on the cloned case.

Q.How can we achieve it in MS CRM 2011

A. It can be achieved either by JavaScript or Plugin.

We will try to achieve with JavaScript using "Relationships" mappings feature in MS CRM 2011.

Q:What we need to do?

  

1)Add a ribbon button called "Clone Case"

2)Creating a 1:N relationship with Case to Case then generating mappings.

3)On button click Open the URL of the cloned Case.

Implementation:

1)Add a ribbon button called "Clone Case"

Add a ribbon button called "Clone Case".You can use ribbon workbech for this on click of this button it will call a Javascript function called "cloneCase" in "My_CustomRibbonJavascript" webresource.

Or you can do manually like.

1)Create a solution add "Case" entity to it.

2)Export the Solution.

3)Extract the Solution.

4)Open Customizations.xml in Visual studio.

5)Replace <RibbonDiffXml> with the below given XML

6)Take care of adding the icons as given in below XML in CRM as webresources before import.

<RibbonDiffXml>
  <CustomActions>
 
    <CustomAction Id="My.MSCRM.incident.form.Clone.Button.CustomAction" Location="Mscrm.Form.incident.MainTab.Collaborate.Controls._children" Sequence="0">
      <CommandUIDefinition>
        <Button Command="MSCRM.incident.form.Clone.Command" Id="MSCRM.incident.form.Clone.Button" Image32by32="$webresource:My_Clone32" Image16by16="$webresource:My_Clone16" LabelText="$LocLabels:MSCRM.incident.form.Clone.Button.LabelText" Sequence="0" TemplateAlias="o1" ToolTipTitle="$LocLabels:MSCRM.incident.form.Clone.Button.ToolTipTitle" ToolTipDescription="$LocLabels:MSCRM.incident.form.Clone.Button.ToolTipDescription" />
      </CommandUIDefinition>
    </CustomAction>
 
  </CustomActions>
  <Templates>
    <RibbonTemplates Id="Mscrm.Templates"></RibbonTemplates>
  </Templates>
  <CommandDefinitions>
 
    <CommandDefinition Id="MSCRM.incident.form.Clone.Command">
      <EnableRules/>
      <DisplayRules>
        <DisplayRule Id="MSCRM.incident.form.Clone.DisplayRule" />
      </DisplayRules>
      <Actions>
        <JavaScriptFunction FunctionName="cloneCase" Library="$webresource:My_CustomRibbonJavascript" />
      </Actions>
    </CommandDefinition>
 
  </CommandDefinitions>
  <RuleDefinitions>
    <TabDisplayRules />
    <DisplayRules>
 
      <DisplayRule Id="MSCRM.incident.form.Clone.DisplayRule">
        <FormStateRule State="Create" InvertResult="true" />
      </DisplayRule>
 
    </DisplayRules>
    <EnableRules/>
 
  </RuleDefinitions>
  <LocLabels>
 
    <LocLabel Id="MSCRM.incident.form.Clone.Button.LabelText">
      <Titles>
        <Title description="Clone Case" languagecode="1033" />
      </Titles>
    </LocLabel>
    <LocLabel Id="MSCRM.incident.form.Clone.Button.ToolTipDescription">
      <Titles>
        <Title description="Clone Case" languagecode="1033" />
      </Titles>
    </LocLabel>
    <LocLabel Id="MSCRM.incident.form.Clone.Button.ToolTipTitle">
      <Titles>
        <Title description="Clone Case" languagecode="1033" />
      </Titles>
    </LocLabel>
 
  </LocLabels>
</RibbonDiffXml>

2)Creating a 1:N relationship with Case to Case then generating mappings.

Open the Case enity relationship(1:N) and Create a relationship with Case.Open the created relationship and generate mappings.

Refer below screenshots

3)On button click Open the URL of the cloned Case.

Add a new webresource called "My_CustomRibbonJavascript" add the  "cloneCase" function to it

function GetContext() {
    var _context = null;
    if (typeof GetGlobalContext != "undefined")
        _context = GetGlobalContext();
    else if (typeof Xrm != "undefined")
        _context = Xrm.Page.context;
    return _context
}
function cloneCase() {
 
    if (Xrm.Page.data.entity.getId() == null) {
        alert('First save the record before Clone Case')
 
    }
    else {
        var CRMContext = GetContext();
        var serverUrl = CRMContext.getServerUrl();
        var caseid = Xrm.Page.data.entity.getId();
        caseid = caseid.replace('{', '').replace('}', '');
 
        //Below URL is for CRM online  
        var url = serverUrl + 'main.aspx?etc=112&extraqs=%3f_CreateFromId%3d%257b' + caseid + '%257d%26_CreateFromType%3d112%26etc%3d112%26pagemode%3diframe&pagetype=entityrecord';
 
        openNewWindow(url, 900, 600, 'toolbar=no,menubar=no,resizable=yes');
    }
 
 
}

Note:How to create the URL

Since Case is in 1:N relationship It will appear in case left navigation pane.Click on Case button and add the new Case.Copy the created URL and make it dynamic.

For Onpresmise MS CRM 2011 URL will be like this

var url = serverUrl + '/cs/cases/edit.aspx?_CreateFromType=112&_CreateFromId=' +
 Xrm.Page.data.entity.getId();

 Hope it helps someone somewhere :)

Regards,

Yusuf

A Scenery

I spent two years in Kerala (India) for studies.I am very much impressed by the natural beauty of Kerala.I feel that in Kerala everywhere there is an opportunity to see the Scenery.

CRM 2011: Ribbon not loading in Mozilla Firefox and Chrome

Good news for MS CRM 2011 developer is that December 2012 Service Update for Microsoft Dynamics CRM 2011 (Polaris) will allows cross browser compatibility and some other splendid updates.

Now the chances for Javascipt errors will be more across different browsers.Now onwards we have to more careful while writing JavaScript Code.We need to make sure it will work different across other browsers besides IE as well.

We are working on Polaris CRM 2011 and customizing using Javascript.While testing functionality we came to know that Case ribbon is not being loaded.

Here comes the  Microsoft Dynamics CRM 2011 Custom Code Validation Tool  into picture.

What is it :"Custom Code Validation Tool to ensure their existing customizations will work with the next service release of CRM 2011, code named Polaris"

For more information read this blog.

After running this tool on Case JavaScript I got the erroneous code (marked in blue colour) which was causing the issue for the ribbon loading.I updated the JavaScript to fix that.

It's now working fine.Below is the screenshot of MS CRM 2011 running in Mozilla Firefox.

Hope it helps someone.

Regards,
Yusuf