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Tricks and Tips from Users of Microsoft Dynamics CRM

Tags: crm, microsoft, howto about 17 hours ago and saved by2 people -All Annotations (0) -About

Plaxo » A Recipe for OpenID-Enabling Your Site

Tags: openid, tutorial, authentication, programming, webdev, development, howto, openidenabling, sso on 2008-04-25 and saved by38 people -All Annotations (0) -About

in list: Web SSO

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Microsoft CRM

Tags: crm, javascript, howto on 2008-04-22 -All Annotations (0) -About

in list: Microsoft CRM 4.0

more frommicrosoftcrm3.blogspot.com

Customize
CRM Data right inside Visual Studio 2005
This article describes
frequently used application code which uses the Microsoft CRM SDK into Visual
Studio.net 2005 code snippets. By creating a library of standard code snippets
which make use of the Microsoft CRM SDK, you can reduce the amount of time
required to develop Microsoft CRM related applications and also reduce the
number of potential bugs introduced into your code!
Use Visual
Studio 2005 to build CRM Callouts!
As many of you know that A callout is
custom code which uses the Microsoft CRM SDK to extend and customize the core
functionality of the Microsoft CRM product. Up until now, callouts had to be
developed using Visual Studio .NET 2003 and not Visual Studio 2005. This article
shows you how to write Microsoft CRM callouts using Visual Studio 2005! This is
great article about writing call outs in VS 2005. But for compiling still
required .Net 1.1.
// Check
Current User Security Roles and hide tab / field / Button base on
that

Here is some code for Javascript in CRM 4.0 I
am using , it will help you to hide/ disable Tab, Field, Section using
Javascript in CRM 4.0

// pass string of role like Sales Person,/
Administrator and check if that is role exist
function
CheckCurrentRole()
{

//

var userXml =
GetUserRoles();
if(userXml != null)
{
//select the node text
var
allRoles = userXml.selectNodes("//BusinessEntity/q1:name");
if(allRoles !=
null)
{
for(int i = 0; i < text ="="" visibility = "hidden" position =
"absolute" text ="="" lisdocument ="
document.getElementsByTagName('LI');
}
j= j +
1;
}

}
}}}
}

function GetUserRoles(){

// define
XML for retrieve query, for more ask me if you have to buid any query
regarding
var xmlQuery = "" + "" + "

var
xmlHttpRequest = new
ActiveXObject("Msxml2.XMLHTTP");
xmlHttpRequest.Open("POST",
"/mscrmservices/2007/CrmService.asmx",
false);
xmlHttpRequest.setRequestHeader("SOAPAction","
http://schemas.microsoft.com/crm/2007/WebServices/RetrieveMultiple");xmlHttpRequest.setRequestHeader("Content-Type",
"text/xml; charset=utf-8");xmlHttpRequest.setRequestHeader("Content-Length",
xml.length);
// send xml query and get xml data from CRM in
Javascript.
xmlHttpRequest.send(xmlquery);
var resultXml =
xmlHttpRequest.responseXML;
// return xml for user
role
return(resultXml);}

If you have to get current
user info ( user id, organization id, etc)

// Get Current User
Information in Javascript

function GetWhoAmI(){
var crmserver = http://crmserver/;

var xmlhttp = new
ActiveXObject("Msxml2.XMLHTTP");
xmlhttp.open("POST",crmserver +
"/mscrmservices/2007/crmservice.asmx",
false);
xmlhttp.setRequestHeader("Content-Type", "text/xml;
charset=utf-8");
xmlhttp.setRequestHeader("SOAPAction", http://schemas.microsoft.com/crm/2007/WebServices/Execute);
var
soapBody = "
"+"
"+"
"+"
";
var soapXml =
"
";s

oapXml +=
GenerateAuthenticationHeader();soapXml += soapBody;soapXml +=
"
";
xmlhttp.send(soapXml);
xmlDoc=new
ActiveXObject("Microsoft.XMLDOM");
xmlDoc.async=false;

// Load XML and
parse the nodes.
xmlDoc.loadXML(xmlhttp.responseXML.xml);
// Get Current
User ID
var uid =
xmlDoc.getElementsByTagName("UserId")[0].childNodes[0].nodeValue;
// Get
Current Business Unit ID
var bid =
xmlDoc.getElementsByTagName("BusinessUnitId")[0].childNodes[0].nodeValue;

//
Get Current Organization ID Value
var oid =
xmlDoc.getElementsByTagName("OrganizationId")[0].childNod