DataGrid Export to Excel

//btnExporttoExcel

Response.Clear();

Response.Buffer = true;

Response.ClearContent();

Response.ClearHeaders();

Response.Charset = "";

string FileName = "MS EXCEL" + DateTime.Now + ".xls";

StringWriter strwritter = new StringWriter();

HtmlTextWriter htmltextwrtter = new HtmlTextWriter(strwritter);

Response.Cache.SetCacheability(HttpCacheability.NoCache);

Response.ContentType = "application/vnd.ms-excel";

Response.AddHeader("Content-Disposition", "attachment;filename=" + FileName);

dgpayment.GridLines = GridLines.Both;

dgpayment.HeaderStyle.Font.Bold = true;

dgpayment.RenderControl(htmltextwrtter);

Response.Write(strwritter.ToString());

Response.End();

//another method

public override void VerifyRenderingInServerForm(Control control)

        {

            //

        }

Business Process stage field: Dynamics CRM 2013 Javascript

Enable/Disable Business Process stage field:

Xrm.Page.getControl(‘header_process_fieldname’).setDisabled(false);  //Enabled

Xrm.Page.getControl(‘header_process_fieldname’).setDisabled(true);  //Disabled

Show/Hide Business Process stage field:

Xrm.Page.getControl(‘header_process_fieldname’).setVisible(true);  //Show

Xrm.Page.getControl(‘header_process_fieldname’).setDisabled(false);  //Hide

Get Value/ Set Value Business Process stage field:

Xrm.Page.getControl(‘header_process_fieldname’).getAttribute().setValue(value);  //Set Value

Xrm.Page.getControl(‘header_process_fieldname’).getAttribute().getValue();  //Get Value

Set and Remove Notification on Business Process stage field:

Xrm.Page.getControl(‘header_process_fieldname’).setNotification(“Notificationmessage”);  //Set Notification message

Xrm.Page.getControl(‘header_process_fieldname’).clearNotification(); // Clear Notification message

Set Required levels on Business Process stage field:

(Xrm.Page.getControl(‘header_process_fieldname).getAttribute()).setRequiredLevel(‘required’); //Required level

(Xrm.Page.getControl(‘header_process_fieldname).getAttribute()).setRequiredLevel(‘none’); //none level

(Xrm.Page.getControl(‘header_process_fieldname).getAttribute()).setRequiredLevel(‘recommended’); //Recommended level

Note: I have noticed this code will work when current stage field in business process on form is visible on UI.

Get/Set currency field values in JavaScript for Dynamics CRM

We Cannot use the below code to retrieve the currency field value

Xrm.Page.getAttribute(“Currency field name”).getValue() and Xrm.Page.getAttribute(“Currency field name”).setValue(Value)

The resolution is in such cases you can access currency fields in below manner:

// To get currency field

Xrm.Page.data.entity.attributes.get(“Currency field name”).getValue();

// To set currency field

Xrm.Page.data.entity.attributes.get(“Currency field name”).setValue(Value);

Xrm.Utility.openEntityForm for Dynamics CRM 2013/2011

Open a new account record using JavaScript

Xrm.Utility.openEntityForm(“account”);

Open an existing account record JavaScript

Xrm.Utility.openEntityForm(“account”,”A85C0252-DF8B-E111-997C-00155D8A8410″);

Open a new account record with a specific form and setting default values JavaScript

var parameters = {};

parameters["formid"] = “b053a39a-041a-4356-acef-ddf00182762b”;

parameters["name"] = “Test”;

parameters["telephone1"] = “(425) 555-1234″;

Xrm.Utility.openEntityForm(“account”, null, parameters);

Open a new record with setting form values for regardingobjectid will not work. So, in that case, the Workaround? Here we go:

Open Form Script

//set the parameters to pass to the new form

var parameters = {};

var Regarding = Xrm.Page.getAttribute(“regardingobjectid”).getValue();

parameters["parameter_regardingid"] = Regarding[0].id;

parameters["parameter_regardingname"] = Regarding[0].name;

parameters["parameter_regardingtype"] = Regarding[0].entityType;

//Open the new form

Xrm.Utility.openEntityForm(“appointment”,null,parameters);

onLoad Script for new form which needs to be opened:

// Get the Value of the Regarding through the Customer Parameters

var param=Xrm.Page.context.getQueryStringParameters();

var regardingId=param["parameter_regardingid"];

var regardingName=param["parameter_regardingname"];

var regardingType=param["parameter_regardingtype"];

//Populate the Regarding if there is one

if (regardingId != undefined)

  {Xrm.Page.getAttribute(“regardingobjectid”).setValue([{id:regardingId, name:regardingName, entityType:regardingType}]);}  

MIGRATION FROM CRM 4.0 TO DYNAMICS CRM 2013

Migration from CRM 4.0 to Dynamics CRM 2013 is not a single step procedure, but it is nevertheless not difficult either. The steps involved would be to first move to CRM 2011 and then progressively upgrade to Dynamics CRM 2013. There exists no direct upgrade option from CRM 4.0 to Dynamics CRM 2013.

When migrating from CRM 4.0 to Dynamics CRM 2011, there are no changes in customizations required, as CRM 2011 supports all CRM 4.0 javascripts, plugins and DLLs. Dynamics CRM 2013 does not support some CRM 4 DLLs, SDKs, javascrips and plugins. These are to be checked prior to start of migration process and disabled to ensure a successful migration. The Legacy feature check tool from Microsoft helps to check all customizations which are unsupported by Dynamics CRM 2013. The Legacy feature check tool can be obtained from here and this document provides more inputs on these customizations.

After running the legacy feature check tool and the plugins and javascript issues are dealt with, the migration process to Dynamics CRM 2013 from CRM 2011 can be started. The customizations from CRM 2011 are supported by Dynamics CRM 2013, hence only the CRM 4 plugins need to be re-written for CRM 2011. The other option is to remove all CRM 4.0 customizations, migrate it to CRM 2011, and then to Dynamics CRM 2013, following which the customizations can be implemented in Dynamics CRM 2013 itself.

A Broad Outline Of Steps To Be Followed Are

1. Software requirements and support to be checked on the server
2. Plugins, workflows and java scripts to be checked using legacy feature check tool
3. Remove all CRM 4.0 customizations prior to start of migration to CRM 2011
4. Enable customizations in CRM 2011 if required
5. Continue migration to Dynamics CRM 2013
6. Add all the removed customizations to Dynamics CRM 2013, if not added earlier to CRM 2011

Some Issues That We Faced

• The database table field length differences affected usability after migration. This has to be checked as there are differences in allowed field lengths between CRM 4.0, CRM 2011 and Dynamics CRM 2013
• CRM 4.0 web services API were not removed prior to migration to Dynamics CRM 2013 which disrupted the upgrade. This customization was required to be removed and re-implemented in Dynamics CRM 2013

When migrating from CRM 2011 to Dynamics CRM 2013, the server can not be rolled back to CRM 2011. And to proceed with the migration, there are predominantly two different methodologies to follow, based on availability of resources. For a detailed document on migration from CRM 2011 to Dynamics CRM 2013.

Reference Link: http://www.nalashaa.com/migration-crm-4-0-dynamics-crm-2013/ 

GridView textbox Navigation using Arrow(up/down) keys using Javascript in ASP.Net

 function GetTextBoxValues1(txt) {

//sai krishna for right arrow

//debugger;

if (window.event.keyCode == 39) {

    //var cnt = document.getElementById("GridView1").rows[0].cells.length;

    var gridView = document.getElementById("GridView1");

    for (var i = 1; i < gridView.rows.length - 1; i++) {

        if (txt == document.getElementById("GridView1_txtWeek1_" + (i - 1)).id) {

            document.getElementById("GridView1_txtweek2_" + (i - 1)).focus();

            return false;

        }

        if (txt == document.getElementById("GridView1_txtweek2_" + (i - 1)).id) {

            document.getElementById("GridView1_txtweek3_" + (i - 1)).focus();

            return false;

        }

        if (txt == document.getElementById("GridView1_txtweek3_" + (i - 1)).id) {

            document.getElementById("GridView1_txtweek4_" + (i - 1)).focus();

            return false;

        }

        if (txt == document.getElementById("GridView1_txtweek4_" + (i - 1)).id) {

            document.getElementById("GridView1_txtweek4_" + (i - 1)).focus();

            return false;

        }

                  

    }

}

//sai krishna for left arrow

//debugger;

if (window.event.keyCode == 37) {

    //var cnt = document.getElementById("GridView1").rows[0].cells.length;

    var gridView = document.getElementById("GridView1");

    for (var i = gridView.rows.length - 1; i >= 1 ; i--) {

        if (txt == document.getElementById("GridView1_txtWeek1_" + (i - 1)).id) {

            document.getElementById("GridView1_txtWeek1_" + (i-1)).focus();

            return false;

        }

        if (txt == document.getElementById("GridView1_txtweek2_" + (i - 1)).id) {

            document.getElementById("GridView1_txtWeek1_" + (i - 1)).focus();

            return false;

        }

        if (txt == document.getElementById("GridView1_txtweek3_" + (i - 1)).id) {

            document.getElementById("GridView1_txtweek2_" + (i - 1)).focus();

            return false;

        }

        if (txt == document.getElementById("GridView1_txtweek4_" + (i - 1)).id) {

            document.getElementById("GridView1_txtweek3_" + (i - 1)).focus();

            return false;

        }

    }

}

//sai krishna for down arrow

if (window.event.keyCode == 40) {

    var gridView = document.getElementById("GridView1");

    for (var i = 1; i < gridView.rows.length-1; i++) {

        if (txt == document.getElementById("GridView1_txtWeek1_" + (i - 1)).id)

        {

            document.getElementById("GridView1_txtWeek1_" + (i)).focus();

            return false;

        }

    }

    for (var i = 1; i < gridView.rows.length - 1; i++) {

        if (txt == document.getElementById("GridView1_txtweek2_" + (i - 1)).id) {

            document.getElementById("GridView1_txtweek2_" + (i)).focus();

            return false;

        }

    }

    for (var i = 1; i < gridView.rows.length - 1; i++) {

        if (txt == document.getElementById("GridView1_txtweek3_" + (i - 1)).id) {

            document.getElementById("GridView1_txtweek3_" + (i)).focus();

            return false;

        }

    }

    for (var i = 1; i < gridView.rows.length - 1; i++) {

        if (txt == document.getElementById("GridView1_txtweek4_" + (i - 1)).id) {

            document.getElementById("GridView1_txtweek4_" + (i)).focus();

            return false;

        }

    }

}

//sai krishna for UP arrow

if (window.event.keyCode == 38) {

    var gridView = document.getElementById("GridView1");

    for (var i = gridView.rows.length - 1; i > 1 ; i--) {

        if (txt == document.getElementById("GridView1_txtWeek1_" + (i - 1)).id) {

            document.getElementById("GridView1_txtWeek1_" + (i-2)).focus();

            return false;

        }

    }

    for (var i = gridView.rows.length - 1; i > 1 ; i--) {

        if (txt == document.getElementById("GridView1_txtweek2_" + (i - 1)).id) {

            document.getElementById("GridView1_txtweek2_" + (i - 2)).focus();

            return false;

        }

    }

    for (var i = gridView.rows.length - 1; i > 1 ; i--) {

        if (txt == document.getElementById("GridView1_txtweek3_" + (i - 1)).id) {

            document.getElementById("GridView1_txtweek3_" + (i - 2)).focus();

            return false;

        }

    }

    for (var i = gridView.rows.length - 1; i > 1 ; i--) {

        if (txt == document.getElementById("GridView1_txtweek4_" + (i - 1)).id) {

            document.getElementById("GridView1_txtweek4_" + (i - 2)).focus();

            return false;

        }

    }

}
}

<asp:GridView ID="GridView1" TabIndex="0" runat="server" Width="100%" GridLines="Horizontal">
  <Columns>
    <asp:TemplateField HeaderText="Week" ItemStyle-HorizontalAlign="Center" HeaderStyle-CssClass="datagridheaders" HeaderStyle-ForeColor="white">
    <ItemTemplate>
  <asp:TextBox ID="txtweek2" runat="server" Width="75px" onkeyup="return GetTextBoxValues1(this.id);" Columns="10"></asp:TextBox>
  </ItemTemplate>
  </asp:TemplateField>
 </Columns>
</asp:GridView>

Search for a specific text in entire database

USE [AIRLINES]
GO

SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE PROC [dbo].[SearchTables]
(
     @SearchStr nvarchar(100)
)
AS
BEGIN

DECLARE @Results TABLE(ColumnName nvarchar(370), ColumnValue nvarchar(3630))
SET NOCOUNT ON
DECLARE @TableName nvarchar(256), @ColumnName nvarchar(128), @SearchStr2
nvarchar(110)
SET  @TableName = ''
SET @SearchStr2 = QUOTENAME('%' + @SearchStr + '%','''')

WHILE @TableName IS NOT NULL
BEGIN
     SET @ColumnName = ''
     SET @TableName =
     (
         SELECT MIN(QUOTENAME(TABLE_SCHEMA) + '.' + QUOTENAME(TABLE_NAME))
         FROM    INFORMATION_SCHEMA.TABLES
         WHERE       TABLE_TYPE = 'BASE TABLE'
             AND QUOTENAME(TABLE_SCHEMA) + '.' + QUOTENAME(TABLE_NAME) > @TableName
             AND OBJECTPROPERTY(
                     OBJECT_ID(
                         QUOTENAME(TABLE_SCHEMA) + '.' +
QUOTENAME(TABLE_NAME)
                          ), 'IsMSShipped'
                            ) = 0
     )
     WHILE (@TableName IS NOT NULL) AND (@ColumnName IS NOT NULL)
     BEGIN
         SET @ColumnName =
         (
             SELECT MIN(QUOTENAME(COLUMN_NAME))
             FROM    INFORMATION_SCHEMA.COLUMNS
             WHERE       TABLE_SCHEMA    = PARSENAME(@TableName, 2)
                 AND TABLE_NAME  = PARSENAME(@TableName, 1)
                 AND DATA_TYPE IN ('char', 'varchar', 'nchar', 'nvarchar')
                 AND QUOTENAME(COLUMN_NAME) > @ColumnName
         )
         IF @ColumnName IS NOT NULL
         BEGIN
             INSERT INTO @Results
             EXEC
             (
                 'SELECT ''' + @TableName + '.' + @ColumnName + ''', LEFT(' + @ColumnName + ', 3630)
                 FROM ' + @TableName + ' (NOLOCK) ' +
                 ' WHERE ' + @ColumnName + ' LIKE ' + @SearchStr2
             )
         END
     END
END
SELECT ColumnName, ColumnValue FROM @Results END

--To execute the above Stored Procedure
DECLARE @return_value int
EXEC @return_value = [dbo].[SearchTables]
@SearchStr = N'SAIKRISHNA'
SELECT 'Return Value' = @return_value

Get full path of the selected file using FileUpload1 control

string  fileName = Path.GetFullPath(FileUpload1.PostedFile.FileName);

Everything In Active Directory via C#

http://www.codeproject.com/KB/system/everythingInAD.aspx

http://www.ianatkinson.net/computing/adcsharp.htm

Useful tool for Exporting the JavaScripts in CRM

The below tool will help you to export JavaScript from MS CRM, it is published on codeplex

Once the tool has been downloaded you can see the below window to configure the connection.

Refresh the form automatically in MS CRM

Recently I faced a scenario where the page should load automatically I,e once the record has been created internally workflow will trigger [to update the telephone number in account] which will update the created record fields for this use the below code on onload 

function Refresh()

{

var type = Xrm.Page.ui.getFormType();

if(type==2)//form opened for update

{

var x=Xrm.Page.getAttribute("telephone1").getValue();

if(x==""||x==null)

{

setTimeout("doTimer()", 8000);//for 8 seconds

}

}

}

function doTimer()

{

window.location.reload(true);

}

CRM 2011: Custom Reports & the rsProcessingAborted Error

I created a custom report for CRM 2011 in BIDS , but it is throwing an error “The report cannot be displayed. (rsProcessingAborted)” message . Out-of-the-box reports would display fine.

Reporting Error:

The report cannot be displayed. (rsProcessingAborted)

Resolution: It was not having the permission to connect to the CRM Database.

1> I then opened my SQL.

2> Went to Security -> Logins

3> Right Click NT Authority\SYSTEM (in my case)

4> Selected user Mapping

5> Checked the MSSCRM_CONFIG and Org_MSCRM with roles of :

·         CRMReaderRole

·         public

·         db_ownwer

After this refresh the database to resolve this.

Multi Select Look up in MS CRM 2011

First create three text fields in Opportunity as new_sguid, new_stype, new_sname

Add the below code in the Web Resource

function onchange() {

    var originatingLeadValue = Xrm.Page.getAttribute("originatingleadid").getValue();

    if (IsNull(originatingLeadValue) || originatingLeadValue[0].type == "4") {

        // Lookup is null or there is a Lead, need to clear hidden fields. To clear one of them will be enough, we will be check this field during onload.

        Xrm.Page.getAttribute("new_sguid").setValue(null);

    }

    else {

        // Lookup contains Contact or User, so need to store lookup properties to our hidden fields.

        Xrm.Page.getAttribute("new_stype").setValue(originatingLeadValue[0].type);

        Xrm.Page.getAttribute("new_sguid").setValue(originatingLeadValue[0].id);

        Xrm.Page.getAttribute("new_sname").setValue(originatingLeadValue[0].name);

    }

}

function onsave() {

    var originatingLeadValue = Xrm.Page.getAttribute("originatingleadid").getValue();

    if (!IsNull(originatingLeadValue) && originatingLeadValue[0].type != '4') {

        Xrm.Page.getAttribute("originatingleadid").setValue(null);

    }

}

function onload() {

    debugger;

    lookuptypeIcons = '/_imgs/ico_16_1.gif:/_imgs/ico_16_2.gif:/_imgs/ico_16_4.gif:/_imgs/ico_16_8.gif:/_imgs/ico_16_9.gif';//add the custom entity type gif image

    lookuptypenames = 'account:1:Account,contact:2:Contact,lead:4:Lead,systemuser:8:User,team:3:Team';

    lookuptypes = '1,2,4,8,9';// Here first one is entity name, the second one we can get by opening any record for our custom entity and check out the etc value in the url and the third one is the display name for your entity. And i used /_imgs/ico_16_customEntity.gif for the icons to work with.

    var savedId = Xrm.Page.getAttribute("new_sguid").getValue();

    var savedType = Xrm.Page.getAttribute("new_stype").getValue();

    var savedName = Xrm.Page.getAttribute("new_sname").getValue();

    var savedEntityName = savedType == "8" ? "systemuser" : "contact";

    document.getElementById("originatingleadid").setAttribute("lookuptypes", lookuptypes);

    document.getElementById("originatingleadid").setAttribute("lookuptypenames", lookuptypenames);

    document.getElementById("originatingleadid").setAttribute("lookuptypeIcons", lookuptypeIcons);

    document.getElementById("originatingleadid").setAttribute("defaulttype", "4"); // default type - Lead entity

    var originatingLeadValue = Xrm.Page.getAttribute("originatingleadid").getValue();

    if (IsNull(originatingLeadValue) && !IsNull(savedId)) {

        var value = new Array();

        value[0] = new Object();

        value[0].displayClass = "ms-crm-Lookup-Item";

        value[0].keyValues = new Object();

        value[0].values = new Object();

        value[0].onclick = "openlui()";

        value[0].id = savedId;

        value[0].entityType = savedEntityName;

        value[0].typename = savedEntityName;

        value[0].name = savedName;

        value[0].type = savedType;

        Xrm.Page.getAttribute("originatingleadid").setValue(value);

    }

}

call the onload function on Opportunity onload, onsave function on Opportunity onsave, onchange on Opportunity originating lead change :)