Tuesday, February 21, 2012

Get the Entity Data based on user time zone

If your CRM application is used by multinational users, and if you have custom web pages or any client applications, you have to make sure you show the date and time with the user's time zone, rather than just showing the value you get by retrieving from the CRM Service.
I have below described an easier method to do so.

First we have to get the current user's time zone.
And then let's retrieve the entity object from the CRM Service.
Then we can call our method that will adjust all the DateTime properties in the CRM entity.
public partial class SystemUser
{
    RetrieveUserSettingsSystemUserResponse userSettingsSystemUserResponse;

    /// 
    /// Initialize RetrieveUserSettingsSystemUserResponse
    /// 
    private void InitializeUserSettings()
    {
        if (this.Id != Guid.Empty)
        {
            RetrieveUserSettingsSystemUserRequest userSettingsSystemUserRequest = 
                new RetrieveUserSettingsSystemUserRequest { 
                  RequestId = this.Id,  ColumnSet = new ColumnSet(true),  EntityId = this.Id };

            userSettingsSystemUserResponse = (RetrieveUserSettingsSystemUserResponse)CrmServiceManager
                          .GetService(this.Id).Execute(userSettingsSystemUserRequest);
        }
    }

    /// 
    /// Get a date and returns it back adjusting TimeZone difference
    /// 
    public DateTime GetUserTimeZoneBasedDateTime(DateTime dateTime)
    {
        if (this.Id != Guid.Empty)
        {
            if (userSettingsSystemUserResponse == null)
            {
                InitializeUserSettings();
            }

            if (userSettingsSystemUserResponse != null 
                && userSettingsSystemUserResponse.Results != null 
                && userSettingsSystemUserResponse.Results.Count > 0)
            {
                return dateTime.AddMinutes(
                     ((UserSettings)userSettingsSystemUserResponse.Entity).TimeZoneBias * -1);                    
            }                
        }

        return dateTime;
    }
        
    /// 
    /// Get the Entity and returns it back adjusting TimeZone difference
    /// 
    public T GetEntityWithUserTimeZoneBasedDateTime<t>(T t) where T : Entity
    {
        if (t != null)
        {
            Dictionary<string, Datetime> changedDateTimeDictionary = new Dictionary<string, Datetime>();
            foreach (var attribute in t.Attributes)
            {
                if (attribute.Value is DateTime)
                {
                    changedDateTimeDictionary.Add(
                         attribute.Key, GetUserTimeZoneBasedDateTime((DateTime)attribute.Value));
                }
            }

            foreach (var item in changedDateTimeDictionary)
            {
                t.Attributes[item.Key] = item.Value;
            }
        }

        return t;            
    }
And now you can call the method as below

Guid currentUser = //Set the current user

//Get the record from CRM Service using any convinient method
Account account = new CommonFacade().Get<account>(accountId);

//Pass the retrieved object and with the current user
//That adjust the all DateTime properties in the object
//And reassigned it before displaying the entity

account = new SystemUser {Id = currentUser }.GetEntityWithUserTimeZoneBasedDateTime<account>(account);

//Now you can use the object to any display purposed
//Example
accountCreatedOnLabel.Text = account.createdOn.ToString();

Monday, February 13, 2012

Error: You do not have the necessary permissions to change the domain logon name for this user

You may get an error called "You do not have the necessary permissions to change the domain logon name for this user" when you deploy you plugin to CRM Server in CRM 2011 and when it was triggered. Then you should check whether the plugin is a synchronous plugin or an asynchronous plugin.
If it is a synchronous plugin, means that this error occurs through IIS. And if this plugin is a asynchronous plugin, means that this error occurs through Microsoft Dynamics CRM Asynchronous Processing Service.

1. If it a synchronous plugin(means that this error occurs through IIS)
Check the 'CRMAppPool' running user

Add the Local Administrator Role to the user


Finally do not forget to reset IIS.

2. If it a asynchronous plugin(means that this error occurs through Microsoft Dynamics CRM Asynchronous Processing Service)

Navigate to the Service and check the service running user


Add the Local Administrator Role to the user


Finally do not forget to reset IIS.

Thursday, February 9, 2012

Sending Emails using SendEmailRequest

When you want to send emails through CRM 2011, it is important to set the IssueSend boolean field explicitly.
Because the default value is false, and if the value is false, CRM marks the email as 'Sent' but CRM 2011 does not send the email. So if you want to fire the email to end user, you must set the IssueSend field to true

1. Method 01
//The below code will mark as the email as 'Sent' but CRM 2011 will not send the email to the relevant user
SendEmailRequest sendEmailRequest = new SendEmailRequest { EmailId = emailId, TrackingToken = ""};
2. Method 02
//The below code will mark as the email as 'Sent' but CRM 2011 will not send the email to the relevant user
SendEmailRequest sendEmailRequest = new SendEmailRequest { EmailId = emailId, TrackingToken = "", IssueSend = false};
3. Method 03
//The below code will attempt to send the email to the relevant user
//And if it success, CRM 2011 will mark the email as Sent
SendEmailRequest sendEmailRequest = new SendEmailRequest { EmailId = emailId, TrackingToken = "", IssueSend = true};

Friday, January 27, 2012

Mapping Value from Parent Form to child View in CRM

Sometimes, you have to get the value from parent form and has to show in the child form. Clients may use 2 methods to open child view.
1. Using Associate Views
2. Using Sub Grid
3. Using button in ribbon

Base on the clients' selected method, we have to implement the code, because if the child form is created using Associate Views, window.parent.opener.Xrm.Page.data will be null and when calling from sub grids window.top.opener.parent.Xrm.Page.ui will be null.

So here, I have implemented a method to check both conditions. And in the Parent form, you may have a Lookup, int, decimal or picklist, that has to be mapped with different control in child page

Then, copy below function to your common Library JS (If you dont have a common JS web resource, it's time to create a one)

function MapFromParentForm(target, source)
{
    var targetControl = Xrm.Page.data.entity.attributes.get(target);
    var sourceControl;

    if (window.top.opener.parent != null && window.top.opener.parent.Xrm != null 
                    && window.top.opener.parent.Xrm.Page != null 
                    && window.top.opener.parent.Xrm.Page.ui != null)
    {        
        sourceControl = window.top.opener.parent.Xrm.Page.data.entity.attributes.get(source);
    }
    else if(window.parent != null && window.parent.opener != null 
                    && window.parent.opener.Xrm != null 
                    && window.parent.opener.Xrm.Page != null 
                    && window.parent.opener.Xrm.Page.data != null 
                    && window.parent.opener.Xrm.Page.data.entity != null 
                    && window.parent.opener.Xrm.Page.data.entity.attributes != null)
    {
        sourceControl = window.parent.opener.Xrm.Page.data.entity.attributes.get(source);
    }

    if (targetControl != null && sourceControl != null)
    {
        var sourceValue;
        if (sourceControl.getAttributeType() == "lookup")
        {
            sourceValue = sourceControl.getValue()[0].name;
        }
        else
        {
            sourceValue = sourceControl.getValue();
        }


        if (targetControl.getAttributeType() == "lookup")
        {
            targetControl.setValue(sourceValue)
        }
        else if (targetControl.getAttributeType() == "optionset")
        {
            targetControl.setValue(parseInt(sourceValue))
        }
        else
        {
            targetControl.setValue(sourceValue)
        }
    }
}


Then from the child Page form,
1. Add the Common Javascript web Resouce
2. And in form onLoad event, called the function as below

MapFromParentForm with the dynamic parameters as 'new_name', 'new_contactId' where 'new_name' is the control in child form and 'new_contactId' is in the parent form

Thursday, January 19, 2012

Tuesday, January 17, 2012

Object address not found on party or party is marked as non-emailable

When you want to send an email using CRM, you may use direct method to send email or you may use SendEmailFromTemplateRequest. And sometimes you may get the error "Object address not found on party or party is marked as non-emailable". Once you debug and found the error, you will be differently know that either the email address of 'To' is blank or marked as 'No Email' or 'No Bulk Email'. But when if fields are set correctly, and if you get the same error, once shall we do?

Other than the To Address, you have to check the 'From' users email validity as well(which we usually forget to set), because if it is missing, you will get the same error 'Object address not found on party or party is marked as non-emailable'

And what will happen if the From field is blank? Then CRM conside From user as execution context user. (May be plugin executer in Plugin Context or executer in CRM Async Service for workflows or the credentials you used to communicate with CRM Service.) And if the email address of this user is missing, you will get the same error. "Object address not found on party or party is marked as non-emailable"

Thursday, January 5, 2012

Show CRM Form based on User Role

Sometimes we have to show CRM Form by logged user role. The best way to do this is assign form to correct Security role using CRM Custermizations. But sometimes we have to show the correct Form using Javascripts. For that you can use the below code. Copy the below function to your global/common javascript file
function LoadUserForm(formName)
{

 var allForms = Xrm.Page.ui.formSelector.items.get();
 
 if(allForms != null && allForms.length > 1)
 {
   for(var i = 0; i < allForms.length; i++)
   {
    var currentName = allForms[i].getLabel().toLowerCase();
    
   if(currentName == formName)
    { 
     Xrm.Page.ui.formSelector.items.get(i).navigate();
     break;
    }
   }
 }
}
Then copy below function to all forms in the same entity

function window.onload()
{
 var currentUserRole = GetCurrentUserRole();
 if(currentUserRole == 'System Administrator')
 {
  LoadUserForm('SA Form')
 }
 else if(currentUserRole == 'Sales Manager')
 {
  LoadUserForm('SM Form')
 }
 else if(currentUserRole == 'System Operator')
 {
  LoadUserForm('SO Form')
 }
}