Pre-Requisites: Add XRMServiceToolKit Library (Click Here) Add Process Helper Library (Click Here) Follow the Steps below. //Fetch XML for Getting the ID of Document Template var templateName = “Testing Template”; var fetchXml = “<fetch version=’1.0′ output-format=’xml-platform’ mapping=’logical’ distinct=’false’>” + “<entity … Continue reading
With the following couple of lines of code, we can easily restrict the Lookup Types in Lookup Dialog. var regarding = Xrm.Page.getAttribute(“regardingobjectid”); regarding.setLookupTypes([“account”,”contact”]);
If Case is getting Re-Activated and need to perform some logic. Following is the Code snippet. It should be registered on both messages i.e. SetState and SetStateDynamicEntity. IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext)); if (context.InputParameters.Contains(“EntityMoniker”) && context.InputParameters[“EntityMoniker”] is EntityReference) { EntityReference entity … Continue reading
Resolve Case without case Resolution dialog pop-up: Create a Boolean attribute, place it on form and set visible false. Create a Ribbon Command on Case using Ribbon Workbench. Create a client side script (java script) to update the Boolean flag … Continue reading
//Save the Form Xrm.Page.data.entity.save(); //Build Request – Here the Status would be “Resolved” and Status Reason is 5 i.e. Problem Solved Pass Entity ID var request = “<s:Envelope xmlns:s=’http://schemas.xmlsoap.org/soap/envelope/’>” + ” <s:Body>” + ” <Execute xmlns=’http://schemas.microsoft.com/xrm/2011/Contracts/Services’ xmlns:i=’http://www.w3.org/2001/XMLSchema-instance’>” + ” <request … Continue reading
