Delete A Custom Attribute From an Entity in Microsoft Dynamics CRM 2011 Using VB.NET

This illustration will show you how to delete a custom attribute from an entity in Microsoft Dynamics CRM 2011 using VB.NET to invoke DeleteAttributeRequest.

Ok, here is what the code looks like once your service is instantiated!

In VB.NET

Dim attribute As New StringAttributeMetadata
attribute.SchemaName = "new_stringattribute"
attribute.DisplayName = New Label("sample string  attribute", 1033)
attribute.RequiredLevel = New AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None)
attribute.Description = New Label("string attribute", 1033)
attribute.MaxLength = 100

Dim req As New DeleteAttributeRequest
req.EntityLogicalName = "account"
req.LogicalName = attribute.SchemaName
Dim resp As DeleteAttributeResponse = DirectCast(service.Execute(req), DeleteAttributeResponse)

Thats all there is to it!
-

Add a Custom Attribute to an Entity in Microsoft Dynamics CRM 2011 Using VB.NET

This illustration will show you how to add a new custom attribute to an entity in Microsoft Dynamics CRM 2011 using VB.NET.

Ok, here is what the code looks like once your service is instantiated!

In VB.NET

Dim attribute As New StringAttributeMetadata
attribute.SchemaName = "new_stringattribute"
attribute.DisplayName = New Label("sample string  attribute", 1033)
attribute.RequiredLevel = New AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None)
attribute.Description = New Label("string attribute", 1033)
attribute.MaxLength = 100

Dim req As New CreateAttributeRequest
req.EntityName = "account"
req.Attribute = attribute
Dim resp As CreateAttributeResponse = DirectCast(service.Execute(req), CreateAttributeResponse)

Thats all there is to it!
-

Check if an Entity can Participate in Many-To-Many Relationships in Microsoft Dynamics CRM 2011 Using VB.NET

This illustration will show you how to check if an entity can participate in many-to-many (N:N) relationships in Microsoft Dynamics CRM 2011 using VB.NET.

Ok, here is what the code looks like once your service is instantiated!

In VB.NET

Dim req As New CanManyToManyRequest
req.EntityName = "account"
Dim resp As CanManyToManyResponse = DirectCast(service.Execute(req), CanManyToManyResponse)

Thats all there is to it!
-

Check if an Entity can be the Referencing (Many) Entity in a One-To-Many Relationship in Microsoft Dynamics CRM 2011 Using VB.NET

This illustration will show you how to check if an entity can be the referencing (many) entity in a one-to-one relationship in Microsoft Dynamics CRM 2011 using VB.NET.

Ok, here is what the code looks like!

In VB.NET

Dim req As New CanBeReferencingRequest
req.EntityName = "account"
Dim resp As CanBeReferencingResponse = DirectCast(service.Execute(req), CanBeReferencingResponse)

Thats all there is to it!
-

Check if an Entity can be the Primary Entity in a One-To-Many Relationship in Microsoft Dynamics CRM 2011 Using VB.NET

This illustration will show you how to check if an entity can be the primary entity in a one-to-one relationship in Microsoft Dynamics CRM 2011 using VB.NET.

Ok, here is what the code looks like!

In VB.NET

Dim req As New CanBeReferencedRequest
req.EntityName = "account"
Dim resp As CanBeReferencedResponse = DirectCast(service.Execute(req), CanBeReferencedResponse)

Thats all there is to it!
-

Update Rollup 7 Available and Read-Optimized (Read-Only) Forms

Update Rollup 7 is now available for Microsoft Dynamics CRM 2011.  It brings some nice fixes to the table, but also brings with it a new feature, read-optimized forms.  Read-optimized forms are read-only and load very fast because they send only the very minimum amount of information across the wire.  This is very good for people who don't need edit access or often times need to be able to pull up information very quickly.  The edit-button will also still be in the ribbon so you can quickly switch to your edit form.  Lastly, you don't have to use them if you don't want to.  and you can even allow your users to turn them on or off for themselves.

Check out the following articles for more information:
http://support.microsoft.com/kb/2600643
http://msdn.microsoft.com/en-us/library/hh913610.aspx


-

Convergence 2012 or Bust!!

So... I am in the process of getitng ready to head to Houston for Convergence.  I even got up early to go for a nice run about 3 hours ago and I just got back into my house because I accidentally locked myself out.  When the guy finally got to the house it took him about 5 seconds to get in with no more than a blood pressure cuff and a screwdriver.  I had no idea it was so easy to pop a lock.

Anyways, heading to the airport in an hour and  a half..  If anyone wants to hang out while I am down there and grab a beer or invite me to a party please go to my about me page at www.about.me/jamiemiley and click the "email me" button to send me a message.

Update an Entity Instance in Microsoft Dynamics CRM 2011 Using VB.NET

This illustration shows how to use UpdateRequest to update an entity instance in Microsoft Dynamics CRM 2011 with VB.NET

Ok, here is what the code looks like!

In VB.NET

'get entity to update
Dim entityAccount As Entity = service.Retrieve("account", New Guid("063DE6F9-2E6B-E111-B3CA-1CC1DEF1B5FF"), New ColumnSet(True))

'update attributes
entityAccount.Attributes("name") = "test update from vb.net"

'Send update request
Dim req As New UpdateRequest()
req.Target = entityAccount
Dim resp As UpdateResponse = DirectCast(service.Execute(req), UpdateResponse)

Thats all there is to it!
-

Karoline Klever Releases CRM 2011 Compatible Version of Epinova CRM Framework

I have been following Karoline Klever's project for a little while now and covered the release of the 4.0 version here.  The project is pretty cool because it makes it really quick to connect ASP.NET websites up to Microsoft Dynamics CRM

The new version is in it's Alpha stages but it works for CRM 2011 On-Premise.   You can read her blog post about the release at:
http://karolikl.blogspot.com/2012/03/epinovacrmframework-20-alpha-version.html


You can also download and try the new version here:
http://crmframework.codeplex.com/

Karoline says that next steps for this tool-set are to add Online support and work on any outstanding issues.

- Hope you all have a nice day!

Disassociate an Entity Record From Another Entity Record in Microsoft Dynamics CRM 2011 Using C# in Silverlight

This tutorial will show you how to disassociate an entity record from another entity record in Microsoft Dynamics CRM 2011 using C# in Silverlight.

First things first.  You have to set up your Silverlight app to make a web services connection to CRM.   The best tutorial I have found for this is located here in the MSDN:
http://msdn.microsoft.com/en-us/library/gg594452.aspx

Here is the call in C#:

OrganizationRequest request = new OrganizationRequest() { RequestName = "Disassociate" };

//Target is the entity that you are associating your entities to.
EntityReference entrefTarget = new EntityReference();
entrefTarget.Id = new Guid("06AA44B1-336B-E111-B3CA-1CC1DEF1B5FF");
entrefTarget.LogicalName = "account";
request["Target"] = entrefTarget;

//RelatedEntities are the entities you are associating to your target (can be more than 1)
EntityReferenceCollection entrefcolCollection = new EntityReferenceCollection();
EntityReference entrefRelatedEntity1 = new EntityReference();
entrefRelatedEntity1.Id = new Guid("32B365C9-5F0C-E111-BF0B-1CC1DEE89AA8");
entrefRelatedEntity1.LogicalName = "contact";
entrefcolCollection.Add(entrefRelatedEntity1);
request["RelatedEntities"] = entrefcolCollection;


//The relationship schema name in CRM you are using to associate the entities. 
//found in settings - customization - entity - relationships
Relationship relRelationship = new Relationship();
relRelationship.SchemaName = "contact_customer_accounts";
request["Relationship"] = relRelationship;

//execute the request
IOrganizationService service = SilverlightUtility.GetSoapService();

//depending on how you do things your calls will most likely be asynchronous
service.BeginExecute(request, new AsyncCallback(Associate_Callback), service);

You will notice that the biggest change in thinking and syntax will be that you have to specify your request and response properties as strings explicitly in code.

Really though once you understand the differences in working with the two concepts it really isn't a tough nut to crack.

-

Associate an Entity Record with Another in Microsoft Dynamics CRM 2011 Using C# in Silverlight

This tutorial will show you how to associate an entity record to another entity record in Microsoft Dynamics CRM 2011 using C# in Silverlight.

First things first.  You have to set up your Silverlight app to make a web services connection to CRM.   The best tutorial I have found for this is located here in the MSDN:
http://msdn.microsoft.com/en-us/library/gg594452.aspx

Here is the call in C#:

private void AssociateAccount(Guid guidResult)
{
    OrganizationRequest request = new OrganizationRequest() { RequestName = "Associate" };

    //Target is the entity that you are associating your entities to.
    EntityReference entrefTarget = new EntityReference();
    entrefTarget.Id = guidResult;
    entrefTarget.LogicalName = "account";
    request["Target"] = entrefTarget;
     
    //RelatedEntities are the entities you are associating to your target (can be more than 1)
    EntityReferenceCollection entrefcolCollection = new EntityReferenceCollection();
    EntityReference entrefRelatedEntity1 = new EntityReference();
    entrefRelatedEntity1.Id = new Guid("32B365C9-5F0C-E111-BF0B-1CC1DEE89AA8");
    entrefRelatedEntity1.LogicalName = "contact";
    entrefcolCollection.Add(entrefRelatedEntity1);
    request["RelatedEntities"] = entrefcolCollection;
    

    //The relationship schema name in CRM you are using to associate the entities. 
    //found in settings - customization - entity - relationships
    Relationship relRelationship = new Relationship();
    relRelationship.SchemaName = "contact_customer_accounts";
    request["Relationship"] = relRelationship;

    //execute the request
    IOrganizationService service = SilverlightUtility.GetSoapService();

    //depending on how you do things your calls will most likely be asynchronous
    service.BeginExecute(request, new AsyncCallback(Associate_Callback), service);
}

 private void Associate_Callback(IAsyncResult result)
{
    try
    {
        OrganizationResponse response = ((IOrganizationService)result.AsyncState).EndExecute(result);
        

        

    }
    catch (Exception ex)
    {
        ReportError(ex);
    }
}

You will notice that the biggest change in thinking and syntax will be that you have to specify your request and response properties as strings explicitly in code.

Really though once you understand the differences in working with the two concepts it really isn't a tough nut to crack.

SQL Server 2012 is Now Officially Supported for Microsoft Dynamics CRM 2011 and Also 4.0

An interesting turn of events occurred yesterday.  Support for SQL Server 2012 in Microsoft Dynamics CRM 2011 was originally slated to be part of the Q2 2012 service update as noted at these locations:

 - http://crmpublish.blob.core.windows.net/docs/ReleasePreviewGuide.pdf

 - http://blogs.msdn.com/b/crm/archive/2012/03/07/microsoft-dynamics-crm-and-sql-server-2012-better-together.aspx

BUT.....  according to some super secret sources (along with these KB Articles :)  ), Microsoft will currently support SQL Server 2012 on both CRM 2011 and even 4.0 as of Update Rollup 6 and Update Rollup 21 respectively.

 - http://support.microsoft.com/kb/2669061

 - http://support.microsoft.com/kb/2686619


IMPORTANT NOTES:

- One item of note is that you need to re-install the data connector for both CRM 2011 and 4.0 after installation if upgrading otherwise reporting services will not work.

Just be warned, that it's not perfect yet and Microsoft is working on a couple of issues, but they will have hot-fixes out for these soon.  The issues below are both noted in the KB articles above.

 - One issue in 4.0 can cause reports not to be displayed and there isn't a workaround, but a hotfix is coming.

 - Lastly, in CRM 2011, there is still an issue they are working on that can cause the outlook client to fail when using SQL 2012.  A hotfix is also actively being worked on for this at this time also.


Happy Thursday Everyone !!

-

How to Retrieve an Entity Instance in Microsoft Dynamics CRM 2011 with VB.NET

This illustration shows how to use RetrieveRequest to retrieve an entity instance in Microsoft Dynamics CRM 2011 with VB.NET

Ok, here is what the code looks like!

In VB.NET

'Method 1
Dim reqRetrieve1 As New RetrieveRequest()
reqRetrieve1.ColumnSet = New ColumnSet(True)
reqRetrieve1.Target = New EntityReference(Account.EntityLogicalName, New Guid("CCB265C9-5F0C-E111-BF0B-1CC1DEE89AA8"))
Dim respRetrieve1 As RetrieveResponse = DirectCast(slos.Execute(reqRetrieve1), RetrieveResponse)

'Method2
Dim entRetrieved As Entity = slos.Retrieve(Account.EntityLogicalName, New Guid("CCB265C9-5F0C-E111-BF0B-1CC1DEE89AA8"), New ColumnSet(True))

Thats all there is to it!
-

Moving Form Labels Above the Field Instead of on Side of Field in Microsoft Dynamics CRM 2011

I know that I have had trouble in the past when I make a new four column section, getting everything to fit on the form, and by default you need to re-size the form on open to even get everything to fit unless you can find a way to shrink your fields down.  I know there are settings to change the amount of space given to the label, but I have found another way to tackle this.

I was in the car with three other MVP's one day and Scott Sewell starts talking to the other about how he swears by putting the labels for form fields on top of the fields instead of off to the left side.  I know at least two of the MVP's in the car (I was one of them) almost jumped out of their seat.

Here is how it works:

1. The setting is at the section level.  So, double-click on a section to bring up the section properties.

2. Now, click on the formatting tab and scroll to the bottom to find the "Field Label Position" setting:

3. Now you just have to change the setting to "Top" and save and publish the form.  You can repeat this for all sections on the form if you want to.

It's as easy as that.  Here's what it looks like when you are done and have published the form.

- I hope this helps!

Validate the Constraints of an Appointment are Met in Microsoft Dynamics CRM 2011 in Jscript or .NET

This illustration shows how to validate the constraints of an appointment are met in Microsoft Dynamics CRM 2011 with ValidateRequest.  This example will be given in Jscript (SOAP) and in C# (.NET).

Ok, here is what the code looks like!

First in C#:

Entity appointment = null;
appointment = slos.Retrieve("appointment", new Guid("7A1C29A5-3363-E111-B314-1CC1DEF1353B"), new ColumnSet("activityid", "scheduledstart", "scheduledend"));
ValidateRequest req = new ValidateRequest();
req.Activities = new EntityCollection();
req.Activities.Entities.Add(appointment);
ValidateResponse resp = (ValidateResponse)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 post: http://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;
               }, 
           ValidateRequest: 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:ValidateRequest\" 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>Activities</c:key>";
               requestMain += "            <c:value i:type=\"a:EntityCollection\">";
               requestMain += "              <a:Entities>";
               requestMain += "                <a:Entity>";
               requestMain += "                  <a:Attributes>";
               requestMain += "                    <a:KeyValuePairOfstringanyType>";
               requestMain += "                      <c:key>activityid</c:key>";
               requestMain += "                      <c:value i:type=\"d:guid\" xmlns:d=\"http://schemas.microsoft.com/2003/10/Serialization/\">7a1c29a5-3363-e111-b314-1cc1def1353b</c:value>";
               requestMain += "                    </a:KeyValuePairOfstringanyType>";
               requestMain += "                    <a:KeyValuePairOfstringanyType>";
               requestMain += "                      <c:key>scheduledstart</c:key>";
               requestMain += "                      <c:value i:type=\"d:dateTime\" xmlns:d=\"http://www.w3.org/2001/XMLSchema\">2012-03-01T00:30:00Z</c:value>";
               requestMain += "                    </a:KeyValuePairOfstringanyType>";
               requestMain += "                    <a:KeyValuePairOfstringanyType>";
               requestMain += "                      <c:key>scheduledend</c:key>";
               requestMain += "                      <c:value i:type=\"d:dateTime\" xmlns:d=\"http://www.w3.org/2001/XMLSchema\">2012-03-01T01:00:00Z</c:value>";
               requestMain += "                    </a:KeyValuePairOfstringanyType>";
               requestMain += "                  </a:Attributes>";
               requestMain += "                  <a:EntityState i:nil=\"true\" />";
               requestMain += "                  <a:FormattedValues>";
               requestMain += "                    <a:KeyValuePairOfstringstring>";
               requestMain += "                      <c:key>scheduledstart</c:key>";
               requestMain += "                      <c:value>3/1/2012 12:30 AM</c:value>";
               requestMain += "                    </a:KeyValuePairOfstringstring>";
               requestMain += "                    <a:KeyValuePairOfstringstring>";
               requestMain += "                      <c:key>scheduledend</c:key>";
               requestMain += "                      <c:value>3/1/2012 1:00 AM</c:value>";
               requestMain += "                    </a:KeyValuePairOfstringstring>";
               requestMain += "                  </a:FormattedValues>";
               requestMain += "                  <a:Id>7a1c29a5-3363-e111-b314-1cc1def1353b</a:Id>";
               requestMain += "                  <a:LogicalName>appointment</a:LogicalName>";
               requestMain += "                  <a:RelatedEntities />";
               requestMain += "                </a:Entity>";
               requestMain += "              </a:Entities>";
               requestMain += "              <a:EntityName i:nil=\"true\" />";
               requestMain += "              <a:MinActiveRowVersion i:nil=\"true\" />";
               requestMain += "              <a:MoreRecords>false</a:MoreRecords>";
               requestMain += "              <a:PagingCookie i:nil=\"true\" />";
               requestMain += "              <a:TotalRecordCount>0</a:TotalRecordCount>";
               requestMain += "              <a:TotalRecordCountLimitExceeded>false</a:TotalRecordCountLimitExceeded>";
               requestMain += "            </c:value>";
               requestMain += "          </a:KeyValuePairOfstringanyType>";
               requestMain += "        </a:Parameters>";
               requestMain += "        <a:RequestId i:nil=\"true\" />";
               requestMain += "        <a:RequestName>Validate</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.ValidateResponse(req, successCallback, errorCallback); };
               req.send(requestMain);
           },
       ValidateResponse: 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.

http://mileyja.blogspot.com/2011/03/microsoft-dynamics-crm-2011-parsing.html

Now you can call the SDK.SAMPLES.ValidateRequest function from your form jscript handler.

Thats all there is to it!
-