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Show navigation bar item in IFrame in Microsoft CRM

Show navigation bar item in IFrame in Microsoft CRM

We don't make anything without Navigation Bar in CRM. In default, CRM haven't a setting about showing their pages in a IFrame. But we can change this event and we can more effective a usage area in CRM Form. Specially sales persons don't want to click to lot of things and they want see the result of an action. So in this article we will learn how to show associated activities in centre of Contact card. We have a way that have two step. In first step, we will place a IFrame in Contact Card. In second step we will place a little JavaScript code for IFrame that we had placed. Let start;

a) IFrame :

"Settings" -> "Customizations" -> "Customize Entities" after this steps in CRM, we find the Contact card and we open this card. We select the "Forms and Views" in navigation bar at left and we clicked the Form.
Where you want place the your activities screen you select the interested tab and click the "Add IFrame" button. A window will be opened;

  1. set the Name "HistoryFrame",
  2. set the URL "about:blank",
  3. we select the "Pass record object-type code and unique identifier as parameters",
  4. we unselect the "Restrict cross-frame scripting"

The first step will be completed when we press the ok. Let the show second step;

b) JavaScript :

We click the "Form Properties" in same screen. We click the "OnLoad" on opened window. We replace the code that below. We click the buttons "ok" and "Save Form and Close".

function GetFrameSource(tabSet)
{
   
if (crmForm.ObjectId != null)
    {
       
var oId = crmForm.ObjectId;
       
var oType = crmForm.ObjectTypeCode;
       
var security = crmFormSubmit.crmFormSubmitSecurity.value;
       
return "areas.aspx?oId=" + oId + "&oType=" + oType + "&security=" + security + "&tabSet=" + tabSet;
    }
   
else
    {
       
return "about:blank";
    }
}

crmForm.all.IFRAME_HistoryFrame.src = GetFrameSource(
"areaActivityHistory");

We click to "Publish" that in the "actions" menu. We will see the activity history of contact when we open a contact card.

I hope it will done. Regards.

Barış KANLICA
Software Specialist
brsk@e-kolay.net
www.cub-e.net



 

Access a web page in Dynamics CRM with JavaScript Code

Access a web page in Dynamics CRM with JavaScript Code


In this article, I will see how to you can access a web page with JavaScript code in Microsoft Dynamics CRM. You can process about CRM entities or different action in that page.

In sample JavaScript code; we will take Guid of on Product and we will pass this Guid to '/QuoteCalcs/Calcs.aspx' page. This page will make some process and it will return a result that in xml tags that in <baris>. If the result is "null" or "false" JavaScript code will show an error alert to user.
If you want cancel the save process of CRM after this error, you must add
"event.returnValue = false;" code block after error code.
If there is a value in object that passed a area for show to user.

You will find the c# code after
JavaScript code.

This code will show how to you will access a web page with JavaScript;

var oProduct = document.crmForm.all.productid;
// we passed the Lookup object for access to Guid//
var aProduct = new Array();
/
/The lookup is an array on CRM Form. So we must access to
//this objects of array with an array object.
aProduct = oProduct .DataValue;
//Yeah, we found the Guid of Product
var sProductID = aProduct [0].id;
sProductID = encodeURIComponent(sProductID);
if (sProductID!=null)
{
 
//We create an Microsoft.XMLDOM object
 
var oXmlDoc = new ActiveXObject('Microsoft.XMLDOM');
  oXmlDoc.async =
false; // we don't want asenkron code process
 
var path = '/QuoteCalcs/Calcs.aspx?productid=' + sProductID ;
  /
/we passed the path of our web page to XMLDOM object
 
oXmlDoc.load(path);
 
we look for <baris> xml tag - Baris is my name:-)
 
var oNode = oXmlDoc.selectSingleNode('baris');
  if (oNode != null && oNode.text == 'false')
 {
   alert(
'an error');
 }

 
if (oNode != null && oNode.text != 'false')
 {
   //we set value to price area in CRM Form
 
crmForm.all.price.value = oNode.text;
 }
}

The real process will run on this aspx page. We takes the parameters that passed from our JavaScriptCode. We are looking for that parameters are empty. Later, We access to CRM Web Services with default credential. If you aren't  same domain with Microsoft Dynamics CRM you didn't access to CRM Web Service with default credential so you must access to Web Services with username and password. We will send a query that like "select * from filteredproduct where productid=ProductId" with using web services. The response from web services is a BussinessEntityCollection that is the base of all entities in Microsoft Dynamics CRM. We convert the BussinessEntityCollection  class to product class. and we are find our value what you want and we return the this value in <baris> xml tag.

<%@ Page Language='c#'%>
<%@ Import Namespace='CrmSdk' %>
<script runat='server'>
protected override void Render(HtmlTextWriter writer)
{
 Response.Clear();
 Response.ContentType = 'text/xml';
 string ProductID = Request.QueryString['ProductID'];
 string TYPE = Request.QueryString['Type'];
 if (ProductID != null &&
 ProductID !='null')
 {
  CrmService service = new CrmService();
  service.Credentials = System.Net.CredentialCache.DefaultCredentials;
  QueryByAttribute attributeQuery = new QueryByAttribute();
  attributeQuery.ColumnSet = new AllColumns();
  attributeQuery.Attributes = new string [] {'productid'};
  attributeQuery.Values = new string [] {ProductID};
  attributeQuery.EntityName = EntityName.product.ToString();
  RetrieveMultipleRequest retrieve = new RetrieveMultipleRequest();
  retrieve.Query = attributeQuery;
  RetrieveMultipleResponse retrieved = (RetrieveMultipleResponse)service.Execute(retrieve);
  if (retrieved.BusinessEntityCollection.BusinessEntities.Length > 0)
  {
   product prd = (product)retrieved.BusinessEntityCollection.BusinessEntities[0];
   if (prd.price!=null)
   {
     Response.Write('<baris>'+prd.price.Value.ToString()+'</baris>');
   }
   else
   {
     Response.Write('<baris>false</baris>');
   }
  }
  else
  {
    Response.Write('<baris>false</baris>');
  }
}
}

</script>

All of this process we have a JavaScript and a c#Script code. In c#Script code we import the CrmSdk dll to the page with import method. You can make your CrmSdk ( Microsoft.Crm.Sdk.Wsdl.dll ) dll. In below you can find how to make your CrmSdk dll. All of those process we must put our code to a server and we must create a virtual directory in CRM Web Site in IIS.

Note:

Creating a DLL for the Microsoft CRM Web Service

When developing your solution, you first need to general a WSDL that will provide you with all the classes and methods in Microsoft CRM 3.0. You should always start with a clean installation of Microsoft CRM 3.0, one that has had no customizations made. This way your code will not rely on information not found on a customer installation.

The steps below demonstrate how to generate this reference file for the SDK. You can use the same procedure to generate a reference file for the metadata Web service.

  1. Click Start, point to All Programs, point to Microsoft Visual Studio .NET 2003, point to Visual Studio .NET Tools, and then click Visual Studio .NET 2003 Command Prompt.
  2. At the command prompt, create the reference file, Microsoft.Crm.Sdk.Wsdl.cs, by typing the following command, using the URL of your server running Microsoft CRM:
    								wsdl.exe /out: Microsoft.Crm.Sdk.Wsdl.cs /namespace:CrmSdk http://<yourserver>/mscrmservices/2006/crmservice.asmx				
    				
  3. Generate a WSDL DLL that will be packaged with your solution using the reference created in step 2 using this command:
    								csc /t:library Microsoft.Crm.Sdk.Wsdl.cs				
    				

This DLL can now be packaged with your add-on.

Barış KANLICA
Yazılım Uzmanı – Software Specialist
brsk@e-kolay.net
www.cub-e.net