Read records synchronously using JSON in CRM 2011

function retrieveRecordsSynchronously() {

     var retrieveRecordsReq = new XMLHttpRequest();

     var ODataPath = Xrm.Page.context.getServerUrl() + "/XRMServices/2011/OrganizationData.svc/AccountSet";

     retrieveRecordsReq.open('GET', ODataPath, false);

     retrieveRecordsReq.setRequestHeader("Accept", "application/json");

     retrieveRecordsReq.setRequestHeader("Content-Type", "application/json; charset=utf-8");

     retrieveRecordsReq.send(null);

     var records = JSON.parse(retrieveRecordsReq.responseText).d;

     //Read the first account name

     alert('First Account Name is: ' + records.results[0].Name);

 }

Automatical refreshing the form in crm 2011

function ForceRefreshForm() 
{ 
         if(Xrm.Page.data.entity.getIsDirty()) 
                 Xrm.Page.data.entity.save(); 
         else 
                 window.location.reload(true); 
}  

Set the CRM Form as Read Only

function setFormAsReadOnly() {
    // define the logic here
    disableFormFields(true);
}
function doesControlHaveAttribute(control) {
    var controlType = control.getControlType();
    return controlType != "iframe" && controlType != "webresource" && controlType != "subgrid";
}
function disableFormFields(onOff) {
    Xrm.Page.ui.controls.forEach(function(control, index) {
        if (doesControlHaveAttribute(control)) {
            control.setDisabled(onOff);
        }
    });
}

Passing configuration data using Plug-in registration tool (Secured vs. Unsecured)

• CRM plugin registration tool contain “Unsecure & Secure” configuration sections while registering a “Step”
• We can pass configuration data and can be used in the plug-in logic.

Secured vs. Unsecured
Below are key differentiations between Secured and Unsecured data configuration

• Access
  • Data passed through “Unsecure” section is PUBLIC (i.e., It can be read by any user in CRM).
  • Only users with “System Administrator” role have access to the data passed through “Secure” configuration section
• Storage
  • “Unsecure” config data will be stored along with the Plugin ‘Step’ registration information (i.e., In SdkMessageProcessingStep entity)
  • “Secure” config data will be stored in a separate entity named “SdkMessageProcessingStepSecureConfig”
    • Only “System Administrator” has Read access on this entity, hence only users with ‘Sys Admin’ role can access this data
  • Both “Secured & Unsecured” configuration data stored as “Plain text” in DB
• Outlook Sync
• “Unsecured” configuration data is downloaded to the user’s computer when they go offline making it Unsecure
• “Secured” configuration data is NOT downloaded to User’s Computer when they go Offline

How to read Configuration data in Plug-in
In our plug-in class, we can define a constructor that passes two parameters (i.e., unsecure configuration and secure configuration)

public class AccountCreateHandler: IPlugin{
  public AccountCreateHandler(string unsecure, string secure){
    // Do something with the parameter strings.
  }
  public void Execute(IPluginExecutionContext context){
    // Do something here.
  }
}

 If you want to read “Secure” configuration in the plug-in code, either change the user context in plugin registration as “CRM administrator ” or Impersonate to “CRM Administrator” role user in the code

Adding button/Javascript to a Ribbon

Replace the <RibbonDiffXml> with the below code.It will add the button on Account main form with javascript code

<RibbonDiffXml>
<CustomActions>
<CustomAction Id="CA_MyFirstButton" Location="Mscrm.Form.account.MainTab.Save.Controls._children" Sequence="31">
<CommandUIDefinition>
<Button Id="B_MyFirstButton" Command="MSCRM.Form.account.MainTab.Save.Controls._children" LabelText="My First Button" ToolTipTitle="My First Button Tool Tip Title" ToolTipDescription="My First Button Tool Tip Description"
TemplateAlias="o1" Image16by16="/_imgs/ribbon/saveandclose16.png" Image32by32="/_imgs/ribbon/saveandclose32.png" /></CommandUIDefinition>
</CustomAction>
</CustomActions>
<Templates>
<RibbonTemplates
Id="Mscrm.Templates"/>
</Templates>
<CommandDefinitions>
<CommandDefinition Id="MSCRM.Form.account.MainTab.Save.Controls._children">
<EnableRules />
<DisplayRules />
<Actions>
<JavaScriptFunction FunctionName="hello" Library="$webresource:new_test">
<CrmParameter Value="CommandProperties"></CrmParameter>
</JavaScriptFunction>
</Actions>
</CommandDefinition>
</CommandDefinitions>
<RuleDefinitions>
<TabDisplayRules/>
<DisplayRules/>
<EnableRules/>
</RuleDefinitions>
<LocLabels/>
</RibbonDiffXml>

create a web resource test and add the below function

function hello(){
alert("My First Button with Custom button");
}

whenever you click on the custom button it shows an alert

CRUD operations using Jquery in MS CRM 2011

function onLoad(context) {

    var accountId = Xrm.Page.data.entity.getId();
    //ReadMethod("MostRecent");
    //deleteAccount("41FB760C-2C4B-E211-AB64-0800270618E2");
    //WriteMethod("SAI KRISHNA YADAV");
    //updateRecord(accountId, "AccountSet");

}

function ReadMethod(queryName) {
    try {
        // debugger;
        var serverUrl;
        //serverUrl = Xrm.Page.context.getServerUrl() + oDataQuery;
        var accountId = Xrm.Page.getAttribute("primarycontactid").getValue()[0].id;
        $.ajax({
            type: "GET",
            url: "http://test/CRM2011VM/XRMServices/2011/organizationData.svc/ContactSet?$select=FullName&$filter=ContactId eq guid'" + accountId + "'",
            data: {},
            contentType: "application/json; charset=utf-8",
            dataType: "json",
            async: false,
            success: function (result) {
                //debugger;
                if (result != undefined && result.d != undefined && result.d.results != undefined && result.d.results != null) {
                    // for (var i = 0; i < result.d.results.length; i++) {
                    alert(result.d.results[0].FullName);
                    //WriteMethod(result.d.results[0].FullName);
                    //}
                }
            },
            error: function (res) {
                //  debugger;
                alert(res.responseText);
            }
        });
    } catch (e) {
        debugger;
        alert(e.Description);
    }
}
function WriteMethod() {
    try {
        var serverUrl;
        var serverUrl = Xrm.Page.context.getServerUrl();
        var ODATA_ENDPOINT = "/XRMServices/2011/OrganizationData.svc/AccountSet";
        // Define attribute values for the CRM object you want created
        var newAccount = new Object();
        newAccount.Name = "Samplee";
        newAccount.Telephone1 = "123";
        newAccount.Fax = "456";
        //Parse the entity object into JSON
        var jsonEntity = window.JSON.stringify(newAccount);
        //Asynchronous AJAX function to Create a CRM record using OData
        $.ajax({ type: "POST",
            contentType: "application/json; charset=utf-8",
            datatype: "json",
            url: serverUrl + ODATA_ENDPOINT,
            data: jsonEntity,
            beforeSend: function (XMLHttpRequest) {
                //Specifying this header ensures that the results will be returned as JSON.
                XMLHttpRequest.setRequestHeader("Accept", "application/json");
            },
            success: function (data, textStatus, XmlHttpRequest) {
                var NewCRMRecordCreated = data["d"];
                alert("CRM GUID created: " + NewCRMRecordCreated.AccountId);
            },
            error: function (XMLHttpRequest, textStatus, errorThrown) {
                alert("failure");
            }
        });
    } catch (e) {
        debugger;
        alert(e.Description);
    }
}
function deleteAccount(id) {
    // Get Server URL
    var serverUrl = Xrm.Page.context.getServerUrl();
    //The OData end-point
    var ODATA_ENDPOINT = "/XRMServices/2011/OrganizationData.svc";
    //Asynchronous AJAX function to Delete a CRM record using OData
    $.ajax({
        type: "POST",
        contentType: "application/json; charset=utf-8",
        datatype: "json",
        url: serverUrl + ODATA_ENDPOINT + "/" + "AccountSet" + "(guid'" + id + "')",
        beforeSend: function (XMLHttpRequest) {
            //Specifying this header ensures that the results will be returned as JSON.
            XMLHttpRequest.setRequestHeader("Accept", "application/json");
            //Specify the HTTP method DELETE to perform a delete operation.
            XMLHttpRequest.setRequestHeader("X-HTTP-Method", "DELETE");
        },
        success: function (data, textStatus, XmlHttpRequest) {
            alert("Record deleted successfully!!!!");
        },
        error: function (XmlHttpRequest, textStatus, errorThrown) {
            alert("Error while deletion – " + errorThrown);
        }
    });
}

function updateRecord(id, odataSetName) {
    // Get Server URL
    var serverUrl = Xrm.Page.context.getServerUrl();
    var newAccount = new Object();
    newAccount.Name = "Samplee";
    newAccount.Telephone1 = "123";
    newAccount.Fax = "456";
    var jsonEntity = window.JSON.stringify(newAccount);
    //The OData end-point
    var ODATA_ENDPOINT = "/XRMServices/2011/OrganizationData.svc";
    //Asynchronous AJAX function to Update a CRM record using OData
    $.ajax({
        type: "POST",
        contentType: "application/json; charset=utf-8",
        datatype: "json",
        data: jsonEntity,      
        url: Xrm.Page.context.getServerUrl() + "/XRMServices/2011/OrganizationData.svc/AccountSet(guid'" + id + "')",
        beforeSend: function (XMLHttpRequest) {
            //Specifying this header ensures that the results will be returned as JSON.
            XMLHttpRequest.setRequestHeader("Accept", "application/json");
            //Specify the HTTP method MERGE to update just the changes you are submitting.
            XMLHttpRequest.setRequestHeader("X-HTTP-Method", "MERGE");
        },
        success: function (data, textStatus, XmlHttpRequest) {
            alert("Updated successfully");
        },
        error: function (XmlHttpRequest, textStatus, errorThrown) {
            if (XmlHttpRequest && XmlHttpRequest.responseText) {
                alert("Error while updating " + odataSetName + " ; Error – " + XmlHttpRequest.responseText);
            }
        }
    });
}

Add the onLoad function in Form onload/onChange of any field..