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..

Getting Rid of the CRM Export to Excel Message

When you export to Excel from CRM and open the exported spreadsheet in Excel, you will receive the warning:

This warning is due to a security feature in Excel 2007 and greater that checks the contents of a file to make sure that they match the file extension.
Given that the CRM data is exported using XML and saved with an .xls format, Excel doesn’t think that the format of the file is correct.

While this is probably designed to prevent some legitimate security concerns,
it winds up having the opposite effect for people who export frequently from
Excel—since this message will be popping up for them so frequently that they
will be conditioned to always click “Yes.” As a result, more legitimate security
warnings are easily ignored.

There are two options for getting rid of this warning:
1. Group Policy – “Getting IT Right” blog has a good post
on how to globally suppress this warning using group policy.
http://blog.meteorit.co.uk/2010/07/01/annoying-file-format-warning-whenexporting-crm-records-to-excel/
2. Per Computer – You can easily get rid of this warning using a simple
registry change on your computer. The following instructions are for Excel
2010. If you have 2007, the only change is that the location of the registry
folder will be …\Microsoft\OFFICE\12.0\EXCEL\SECURITY.
 1. Open your Registry (Start -> Run -> regedit.exe)
 2. Navigate to HKEY_CURRENT_USER\SOFTWARE\MICROSOFT\OFFICE\14.0\EXCEL\SECURITY
 3. Right click in the right window and choose New -> DWORD
 4. Type “ExtensionHardening” as the name (without the quotes)
 5. Verify that the data has the value “0I

Normal warnings apply—don’t modify your registry unless you know what
you are doing!

Document your CRM installation

Everybody knows the importance of documentation of a project.

There is a free tool which you can download from Codeplex: CRM 4 documentation.

If you want to use this tool on a standalone machine or a machine without internet connection, then you should download and install the following files first:

vstor30.exe
vstor30sp1-KB949258-x86.exe

I do know that this is not a new tool, but not everybody heard about this before. Happy documentation!