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 :)