Friday, December 30, 2011

Using CreateRequest to Create an Entity in Microsoft Dynamics CRM 2011 Using VB .NET

This illustration shows how to use CreateRequest to create an entity in Microsoft Dynamics CRM 2011 with VB.NET

Ok, here is what the code looks like!

In VB.NET

Dim create As New CreateRequest()
Dim tstAccount As New Account()

'set attributes here
tstAccount.Name = "test account in code"
tstAccount.Address1_City = "Richfield"

create.Target = tstAccount
service.Execute(create)


Thats all there is to it!
-

Thursday, December 29, 2011

Using RetrieveMultipleRequest in Microsoft Dynamics CRM 2011 in VB .NET

RetrieveMultiple is probably the most common request I use so I figured I better add a decent VB.NET example to my example index. This illustration shows how to use the RetrieveMultipleRequest in Microsoft Dynamics CRM 2011 with VB.NET

Ok, here is what the code looks like!

In VB.NET

 Dim rmr As New RetrieveMultipleRequest()
 Dim resp As New RetrieveMultipleResponse()

 Dim qry As New QueryExpression()
 qry.EntityName = "systemuser"
 qry.ColumnSet = New ColumnSet(True)
 qry.Criteria = New FilterExpression()
 qry.Criteria.FilterOperator = LogicalOperator.And

 Dim cnd As New ConditionExpression()
 cnd.AttributeName = "organizationid"
 cnd.Operator = ConditionOperator.Equal
 cnd.Values.Add("f5d3e6d4-61b5-4739-af1b-a8ca3232a4e3")
 qry.Criteria.Conditions.Add(cnd)

 rmr.Query = qry
 resp = DirectCast(slos.Execute(rmr), RetrieveMultipleResponse)


Thats all there is to it!
-

Wednesday, December 28, 2011

Determine the User, Business Unit, and Organization Id's of a Calling User in Microsoft Dynamics CRM 2011 in VB .NET With WhoAmIRequest

Since it's the holidays we won't cover anything too difficult today. :)  BUT... this is leading up to something much greater in the near future so stay tuned.

This illustration shows how to determine the user, business unit, and organization id's of a calling user in Microsoft Dynamics CRM 2011 with WhoAmIRequest.  This example will be given in VB.NET

Ok, here is what the code looks like!

In VB.NET

Dim req As New WhoAmIRequest()
Dim resp As WhoAmIResponse = DirectCast(slos.Execute(req), WhoAmIResponse)


Thats all there is to it!
-

Monday, December 26, 2011

Add an Activity to a Queue in Microsoft Dynamics CRM 2011 Using .NET or Jscript

This illustration shows how to add an activity to a queue in Microsoft Dynamics CRM 2011 with AddToQueueRequest.  This example will be given in Jscript (SOAP) and in C# (.NET).


Ok, here is what the code looks like!

First in C#:
AddToQueueRequest req = new AddToQueueRequest();
req.Target = new EntityReference(Fax.EntityLogicalName, new Guid("52DCF6FA-1B20-E111-8E08-1CC1DEF1353B"));
//source queue is optional
 //req.SourceQueueId = new Guid();
req.DestinationQueueId = new Guid("9F361689-2730-E111-8E0C-1CC1DEF1353B");
 
AddToQueueResponse resp = (AddToQueueResponse)service.Execute(req);


If you need help instantiating a service object in .NET within a plugin check out this post:
http://mileyja.blogspot.com/2011/04/instantiating-service-object-within.html


Now here is the Jscript nicely formatted by the CRM 2011 SOAP formatter. Available at: http://crm2011soap.codeplex.com/
Now in Jscript

This example is asynchronous, if you want to learn how to make JScript SOAP calls synchronously please visit this posthttp://mileyja.blogspot.com/2011/07/using-jscript-to-access-soap-web.html

if (typeof (SDK) == "undefined")
   { SDK = { __namespace: true }; }
       //This will establish a more unique namespace for functions in this library. This will reduce the 
       // potential for functions to be overwritten due to a duplicate name when the library is loaded.
       SDK.SAMPLES = {
           _getServerUrl: function () {
               ///<summary>
               /// Returns the URL for the SOAP endpoint using the context information available in the form
               /// or HTML Web resource.
               ///</summary>
               var ServicePath = "/XRMServices/2011/Organization.svc/web";
               var serverUrl = "";
               if (typeof GetGlobalContext == "function") {
                   var context = GetGlobalContext();
                   serverUrl = context.getServerUrl();
               }
               else {
                   if (typeof Xrm.Page.context == "object") {
                         serverUrl = Xrm.Page.context.getServerUrl();
                   }
                   else
                   { throw new Error("Unable to access the server URL"); }
                   }
                  if (serverUrl.match(/\/$/)) {
                       serverUrl = serverUrl.substring(0, serverUrl.length - 1);
                   } 
                   return serverUrl + ServicePath;
               }, 
           AddToQueueRequest: function () {
               var requestMain = ""
               requestMain += "<s:Envelope xmlns:s=\"http://schemas.xmlsoap.org/soap/envelope/\">";
               requestMain += "  <s:Body>";
               requestMain += "    <Execute xmlns=\"http://schemas.microsoft.com/xrm/2011/Contracts/Services\" xmlns:i=\"http://www.w3.org/2001/XMLSchema-instance\">";
               requestMain += "      <request i:type=\"b:AddToQueueRequest\" xmlns:a=\"http://schemas.microsoft.com/xrm/2011/Contracts\" xmlns:b=\"http://schemas.microsoft.com/crm/2011/Contracts\">";
               requestMain += "        <a:Parameters xmlns:c=\"http://schemas.datacontract.org/2004/07/System.Collections.Generic\">";
               requestMain += "          <a:KeyValuePairOfstringanyType>";
               requestMain += "            <c:key>Target</c:key>";
               requestMain += "            <c:value i:type=\"a:EntityReference\">";
               requestMain += "              <a:Id>52dcf6fa-1b20-e111-8e08-1cc1def1353b</a:Id>";
               requestMain += "              <a:LogicalName>fax</a:LogicalName>";
               requestMain += "              <a:Name i:nil=\"true\" />";
               requestMain += "            </c:value>";
               requestMain += "          </a:KeyValuePairOfstringanyType>";
               requestMain += "          <a:KeyValuePairOfstringanyType>";
               requestMain += "            <c:key>DestinationQueueId</c:key>";
               requestMain += "            <c:value i:type=\"d:guid\" xmlns:d=\"http://schemas.microsoft.com/2003/10/Serialization/\">9f361689-2730-e111-8e0c-1cc1def1353b</c:value>";
               requestMain += "          </a:KeyValuePairOfstringanyType>";
               requestMain += "        </a:Parameters>";
               requestMain += "        <a:RequestId i:nil=\"true\" />";
               requestMain += "        <a:RequestName>AddToQueue</a:RequestName>";
               requestMain += "      </request>";
               requestMain += "    </Execute>";
               requestMain += "  </s:Body>";
               requestMain += "</s:Envelope>";
               var req = new XMLHttpRequest();
               req.open("POST", SDK.SAMPLES._getServerUrl(), true)
               req.setRequestHeader("Accept", "application/xml, text/xml, */*");
               req.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
               req.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/xrm/2011/Contracts/Services/IOrganizationService/Execute");
               var successCallback = null;
               var errorCallback = null;
               req.onreadystatechange = function () { SDK.SAMPLES.AddToQueueResponse(req, successCallback, errorCallback); };
               req.send(requestMain);
           },
       AddToQueueResponse: function (req, successCallback, errorCallback) {
               ///<summary>
               /// Recieves the assign response
               ///</summary>
               ///<param name="req" Type="XMLHttpRequest">
               /// The XMLHttpRequest response
               ///</param>
               ///<param name="successCallback" Type="Function">
               /// The function to perform when an successfult response is returned.
               /// For this message no data is returned so a success callback is not really necessary.
               ///</param>
               ///<param name="errorCallback" Type="Function">
               /// The function to perform when an error is returned.
               /// This function accepts a JScript error returned by the _getError function
               ///</param>
               if (req.readyState == 4) {
               if (req.status == 200) {
               if (successCallback != null)
               { successCallback(); }
               }
               else {
                   errorCallback(SDK.SAMPLES._getError(req.responseXML));
               }
           }
       },
       _getError: function (faultXml) {
           ///<summary>
           /// Parses the WCF fault returned in the event of an error.
           ///</summary>
           ///<param name="faultXml" Type="XML">
           /// The responseXML property of the XMLHttpRequest response.
           ///</param>
           var errorMessage = "Unknown Error (Unable to parse the fault)";
           if (typeof faultXml == "object") {
               try {
                   var bodyNode = faultXml.firstChild.firstChild;
                   //Retrieve the fault node
                   for (var i = 0; i < bodyNode.childNodes.length; i++) {
                       var node = bodyNode.childNodes[i];
                       //NOTE: This comparison does not handle the case where the XML namespace changes
                       if ("s:Fault" == node.nodeName) {
                       for (var j = 0; j < node.childNodes.length; j++) {
                           var faultStringNode = node.childNodes[j];
                           if ("faultstring" == faultStringNode.nodeName) {
                               errorMessage = faultStringNode.text;
                               break;
                           }
                       }
                       break;
                   }
               }
           }
           catch (e) { };
        }
        return new Error(errorMessage);
     },
 __namespace: true
};



To understand how to parse the response please review my post on using the DOM parser.
Now you can call the SDK.SAMPLES.AddToQueueRequest function from your form jscript handler.

Thats all there is to it!
-

Friday, December 23, 2011

Merry Christmas Everyone!!

Merry Christmas!!  I hope God blesses you this coming new year and that you are spending the holidays with family!!

Thursday, December 22, 2011

Retrieve the Dependencies to Delete a Solution Component in Microsoft Dynamics CRM 2011 Using .NET or Jscript

This illustration shows how to retrieve the dependencies to delete a solution component in Microsoft Dynamics CRM 2011 with RetrieveDependenciesForDeleteRequest.  This example will be given in Jscript (SOAP) and in C# (.NET).

Important Note: The metadata browser can be very useful in finding the MetadataId of a component to be used in this call
      Ok, here is what the code looks like!
      First in C#:

      RetrieveDependenciesForDeleteRequest req = new RetrieveDependenciesForDeleteRequest();
      req.ComponentType = (int)SolutionComponentType.Entity;
      //use the metadata browser or a retrieveentity request to get the MetadataId for the entity
      req.ObjectId = new Guid("70816501-edb9-4740-a16c-6a5efbc05d84");
      RetrieveDependenciesForDeleteResponse resp = (RetrieveDependenciesForDeleteResponse)service.Execute(req);
      
      

      If you need help instantiating a service object in .NET within a plugin check out this post:
      http://mileyja.blogspot.com/2011/04/instantiating-service-object-within.html

      Now here is the Jscript nicely formatted by the CRM 2011 SOAP formatter. Available at: http://crm2011soap.codeplex.com/

      Now in Jscript


      This example is asynchronous, if you want to learn how to make JScript SOAP calls synchronously please visit this posthttp://mileyja.blogspot.com/2011/07/using-jscript-to-access-soap-web.html

      
      if (typeof (SDK) == "undefined")
         { SDK = { __namespace: true }; }
             //This will establish a more unique namespace for functions in this library. This will reduce the 
             // potential for functions to be overwritten due to a duplicate name when the library is loaded.
             SDK.SAMPLES = {
                 _getServerUrl: function () {
                     ///<summary>
                     /// Returns the URL for the SOAP endpoint using the context information available in the form
                     /// or HTML Web resource.
                     ///</summary>
                     var ServicePath = "/XRMServices/2011/Organization.svc/web";
                     var serverUrl = "";
                     if (typeof GetGlobalContext == "function") {
                         var context = GetGlobalContext();
                         serverUrl = context.getServerUrl();
                     }
                     else {
                         if (typeof Xrm.Page.context == "object") {
                               serverUrl = Xrm.Page.context.getServerUrl();
                         }
                         else
                         { throw new Error("Unable to access the server URL"); }
                         }
                        if (serverUrl.match(/\/$/)) {
                             serverUrl = serverUrl.substring(0, serverUrl.length - 1);
                         } 
                         return serverUrl + ServicePath;
                     }, 
                 RetrieveDependenciesForDeleteRequest: function () {
                     var requestMain = ""
                     requestMain += "<s:Envelope xmlns:s=\"http://schemas.xmlsoap.org/soap/envelope/\">";
                     requestMain += "  <s:Body>";
                     requestMain += "    <Execute xmlns=\"http://schemas.microsoft.com/xrm/2011/Contracts/Services\" xmlns:i=\"http://www.w3.org/2001/XMLSchema-instance\">";
                     requestMain += "      <request i:type=\"b:RetrieveDependenciesForDeleteRequest\" xmlns:a=\"http://schemas.microsoft.com/xrm/2011/Contracts\" xmlns:b=\"http://schemas.microsoft.com/crm/2011/Contracts\">";
                     requestMain += "        <a:Parameters xmlns:c=\"http://schemas.datacontract.org/2004/07/System.Collections.Generic\">";
                     requestMain += "          <a:KeyValuePairOfstringanyType>";
                     requestMain += "            <c:key>ObjectId</c:key>";
                     requestMain += "            <c:value i:type=\"d:guid\" xmlns:d=\"http://schemas.microsoft.com/2003/10/Serialization/\">70816501-edb9-4740-a16c-6a5efbc05d84</c:value>";
                     requestMain += "          </a:KeyValuePairOfstringanyType>";
                     requestMain += "          <a:KeyValuePairOfstringanyType>";
                     requestMain += "            <c:key>ComponentType</c:key>";
                     requestMain += "            <c:value i:type=\"d:int\" xmlns:d=\"http://www.w3.org/2001/XMLSchema\">1</c:value>";
                     requestMain += "          </a:KeyValuePairOfstringanyType>";
                     requestMain += "        </a:Parameters>";
                     requestMain += "        <a:RequestId i:nil=\"true\" />";
                     requestMain += "        <a:RequestName>RetrieveDependenciesForDelete</a:RequestName>";
                     requestMain += "      </request>";
                     requestMain += "    </Execute>";
                     requestMain += "  </s:Body>";
                     requestMain += "</s:Envelope>";
                     var req = new XMLHttpRequest();
                     req.open("POST", SDK.SAMPLES._getServerUrl(), true)
                     req.setRequestHeader("Accept", "application/xml, text/xml, */*");
                     req.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
                     req.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/xrm/2011/Contracts/Services/IOrganizationService/Execute");
                     var successCallback = null;
                     var errorCallback = null;
                     req.onreadystatechange = function () { SDK.SAMPLES.RetrieveDependenciesForDeleteResponse(req, successCallback, errorCallback); };
                     req.send(requestMain);
                 },
             RetrieveDependenciesForDeleteResponse: function (req, successCallback, errorCallback) {
                     ///<summary>
                     /// Recieves the assign response
                     ///</summary>
                     ///<param name="req" Type="XMLHttpRequest">
                     /// The XMLHttpRequest response
                     ///</param>
                     ///<param name="successCallback" Type="Function">
                     /// The function to perform when an successfult response is returned.
                     /// For this message no data is returned so a success callback is not really necessary.
                     ///</param>
                     ///<param name="errorCallback" Type="Function">
                     /// The function to perform when an error is returned.
                     /// This function accepts a JScript error returned by the _getError function
                     ///</param>
                     if (req.readyState == 4) {
                     if (req.status == 200) {
                     if (successCallback != null)
                     { successCallback(); }
                     }
                     else {
                         errorCallback(SDK.SAMPLES._getError(req.responseXML));
                     }
                 }
             },
             _getError: function (faultXml) {
                 ///<summary>
                 /// Parses the WCF fault returned in the event of an error.
                 ///</summary>
                 ///<param name="faultXml" Type="XML">
                 /// The responseXML property of the XMLHttpRequest response.
                 ///</param>
                 var errorMessage = "Unknown Error (Unable to parse the fault)";
                 if (typeof faultXml == "object") {
                     try {
                         var bodyNode = faultXml.firstChild.firstChild;
                         //Retrieve the fault node
                         for (var i = 0; i < bodyNode.childNodes.length; i++) {
                             var node = bodyNode.childNodes[i];
                             //NOTE: This comparison does not handle the case where the XML namespace changes
                             if ("s:Fault" == node.nodeName) {
                             for (var j = 0; j < node.childNodes.length; j++) {
                                 var faultStringNode = node.childNodes[j];
                                 if ("faultstring" == faultStringNode.nodeName) {
                                     errorMessage = faultStringNode.text;
                                     break;
                                 }
                             }
                             break;
                         }
                     }
                 }
                 catch (e) { };
              }
              return new Error(errorMessage);
           },
       __namespace: true
      };
      
      


      To understand how to parse the response please review my post on using the DOM parser.
      Now you can call the SDK.SAMPLES.RetrieveDependenciesForDeleteRequest function from your form jscript handler.


      Thats all there is to it!
      -

      Wednesday, December 21, 2011

      Lock Sales Order Product Pricing in Microsoft Dynamics CRM 2011 Using .NET or Jscript

      This illustration shows how to lock sales order product pricing in Microsoft Dynamics CRM 2011 with LockSalesOrderRequest.  This example will be given in Jscript (SOAP) and in C# (.NET).

      Important Note: This is a nifty call that allows you to lock your sales order pricing so that changes in price to the underlying products in the product catalog do not effect the  price of the items on an existing sales order.
          Ok, here is what the code looks like!
          First in C#:

          LockSalesOrderPricingRequest req = new LockSalesOrderPricingRequest();
          req.SalesOrderId = new Guid("F531AF36-E12B-E111-87E0-1CC1DEF1B5FF");
          LockSalesOrderPricingResponse resp = (LockSalesOrderPricingResponse)service.Execute(req);
          
          

          If you need help instantiating a service object in .NET within a plugin check out this post:
          http://mileyja.blogspot.com/2011/04/instantiating-service-object-within.html

          Now here is the Jscript nicely formatted by the CRM 2011 SOAP formatter. Available at: http://crm2011soap.codeplex.com/

          Now in Jscript


          This example is asynchronous, if you want to learn how to make JScript SOAP calls synchronously please visit this posthttp://mileyja.blogspot.com/2011/07/using-jscript-to-access-soap-web.html

          
          if (typeof (SDK) == "undefined")
             { SDK = { __namespace: true }; }
                 //This will establish a more unique namespace for functions in this library. This will reduce the 
                 // potential for functions to be overwritten due to a duplicate name when the library is loaded.
                 SDK.SAMPLES = {
                     _getServerUrl: function () {
                         ///<summary>
                         /// Returns the URL for the SOAP endpoint using the context information available in the form
                         /// or HTML Web resource.
                         ///</summary>
                         var ServicePath = "/XRMServices/2011/Organization.svc/web";
                         var serverUrl = "";
                         if (typeof GetGlobalContext == "function") {
                             var context = GetGlobalContext();
                             serverUrl = context.getServerUrl();
                         }
                         else {
                             if (typeof Xrm.Page.context == "object") {
                                   serverUrl = Xrm.Page.context.getServerUrl();
                             }
                             else
                             { throw new Error("Unable to access the server URL"); }
                             }
                            if (serverUrl.match(/\/$/)) {
                                 serverUrl = serverUrl.substring(0, serverUrl.length - 1);
                             } 
                             return serverUrl + ServicePath;
                         }, 
                     LockSalesOrderPricingRequest: function () {
                         var requestMain = ""
                         requestMain += "<s:Envelope xmlns:s=\"http://schemas.xmlsoap.org/soap/envelope/\">";
                         requestMain += "  <s:Body>";
                         requestMain += "    <Execute xmlns=\"http://schemas.microsoft.com/xrm/2011/Contracts/Services\" xmlns:i=\"http://www.w3.org/2001/XMLSchema-instance\">";
                         requestMain += "      <request i:type=\"b:LockSalesOrderPricingRequest\" xmlns:a=\"http://schemas.microsoft.com/xrm/2011/Contracts\" xmlns:b=\"http://schemas.microsoft.com/crm/2011/Contracts\">";
                         requestMain += "        <a:Parameters xmlns:c=\"http://schemas.datacontract.org/2004/07/System.Collections.Generic\">";
                         requestMain += "          <a:KeyValuePairOfstringanyType>";
                         requestMain += "            <c:key>SalesOrderId</c:key>";
                         requestMain += "            <c:value i:type=\"d:guid\" xmlns:d=\"http://schemas.microsoft.com/2003/10/Serialization/\">f531af36-e12b-e111-87e0-1cc1def1b5ff</c:value>";
                         requestMain += "          </a:KeyValuePairOfstringanyType>";
                         requestMain += "        </a:Parameters>";
                         requestMain += "        <a:RequestId i:nil=\"true\" />";
                         requestMain += "        <a:RequestName>LockSalesOrderPricing</a:RequestName>";
                         requestMain += "      </request>";
                         requestMain += "    </Execute>";
                         requestMain += "  </s:Body>";
                         requestMain += "</s:Envelope>";
                         var req = new XMLHttpRequest();
                         req.open("POST", SDK.SAMPLES._getServerUrl(), true)
                         req.setRequestHeader("Accept", "application/xml, text/xml, */*");
                         req.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
                         req.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/xrm/2011/Contracts/Services/IOrganizationService/Execute");
                         var successCallback = null;
                         var errorCallback = null;
                         req.onreadystatechange = function () { SDK.SAMPLES.LockSalesOrderPricingResponse(req, successCallback, errorCallback); };
                         req.send(requestMain);
                     },
                 LockSalesOrderPricingResponse: function (req, successCallback, errorCallback) {
                         ///<summary>
                         /// Recieves the assign response
                         ///</summary>
                         ///<param name="req" Type="XMLHttpRequest">
                         /// The XMLHttpRequest response
                         ///</param>
                         ///<param name="successCallback" Type="Function">
                         /// The function to perform when an successfult response is returned.
                         /// For this message no data is returned so a success callback is not really necessary.
                         ///</param>
                         ///<param name="errorCallback" Type="Function">
                         /// The function to perform when an error is returned.
                         /// This function accepts a JScript error returned by the _getError function
                         ///</param>
                         if (req.readyState == 4) {
                         if (req.status == 200) {
                         if (successCallback != null)
                         { successCallback(); }
                         }
                         else {
                             errorCallback(SDK.SAMPLES._getError(req.responseXML));
                         }
                     }
                 },
                 _getError: function (faultXml) {
                     ///<summary>
                     /// Parses the WCF fault returned in the event of an error.
                     ///</summary>
                     ///<param name="faultXml" Type="XML">
                     /// The responseXML property of the XMLHttpRequest response.
                     ///</param>
                     var errorMessage = "Unknown Error (Unable to parse the fault)";
                     if (typeof faultXml == "object") {
                         try {
                             var bodyNode = faultXml.firstChild.firstChild;
                             //Retrieve the fault node
                             for (var i = 0; i < bodyNode.childNodes.length; i++) {
                                 var node = bodyNode.childNodes[i];
                                 //NOTE: This comparison does not handle the case where the XML namespace changes
                                 if ("s:Fault" == node.nodeName) {
                                 for (var j = 0; j < node.childNodes.length; j++) {
                                     var faultStringNode = node.childNodes[j];
                                     if ("faultstring" == faultStringNode.nodeName) {
                                         errorMessage = faultStringNode.text;
                                         break;
                                     }
                                 }
                                 break;
                             }
                         }
                     }
                     catch (e) { };
                  }
                  return new Error(errorMessage);
               },
           __namespace: true
          };
          
          


          To understand how to parse the response please review my post on using the DOM parser.
          Now you can call the SDK.SAMPLES.LockSalesOrderPricingRequest function from your form jscript handler.


          Thats all there is to it!
          -