Tuesday, February 24, 2015
To Add GUID in email template,
1. Create one text attribute in Account or contact entity.. say Account GUID.
Here I am getting account id and updating in custom attribute. We can do this only if existing record is opened.
If want to populate this custom Account GUID attribute on save of account record, then need to create custom plugin and register on Post-Save method. Make sure.. this plugin is not going into Loop by adding some condition like if new_accountguid is null then only execute & update account.
4. Now open or create email template for account and add this custom attribute in email template
5. Now use this email template for Account..
Notice that account name is selected like
Friday, February 20, 2015
In this example I am using crmFetchkit.js. this kit is available on http://crmtoolkit.codeplex.com
Here are steps
In this script I am using FetchXML to retrieve products from Quote. To generate FetchXML, easiest option is using Advanced find.
2. Add latest jquery library in form library
3. Add CrmFetchkit.js web resource in Form library
4. Add Quote.Js in form library
Wednesday, February 18, 2015
Tuesday, February 17, 2015
I have different Cars in system, and cars has different categories, when one car record is opened, I want to show all other cars of same category in sub grid.
Main thing is that there is not any relationship between cars.
Basically need to filter sub grid dynamically based on category of current record and show related records.
To achieve this there is not fully supported way, so I did using unsupported way..
1. Add Sub grid on form for car entity.
When adding sub grid, make sure initially show all records.
Monday, February 9, 2015
AttributeMask - Column number of attribute from either Attribute table or from MetadataSchema.Attribute
CRM stores all attributes changed in single transaction in a string format concatenate by ,
Attribute mask column contains values like
To get list of attribute name use query like
FROM MetadataSchema.Attribute ar INNER JOIN
MetadataSchema.Entity en ON ar.EntityId = en.EntityId
WHERE en.ObjectTypeCode=2 AND ar.ColumnNumber=47
FROM Attribute ar INNER JOIN
Entity en ON ar.EntityId = en.EntityId
WHERE en.ObjectTypeCode=2 AND ar.ColumnNumber=47
Action column stores what kind of action performed on record. Action would be Create, Update, Delete, Activate, Fulfill etc. In audit table CRM stored action value like 2 or 3 or 4 etc.
To get all action value from Database use following query
SELECT Value as Action,AttributeValue as ActionValue FROM StringMap WHERE AttributeName='action'
and here is list of actions in CRM 2013.
|0 - Unknown,||25 - Disqualify,||44 - Win,||63 - Enabled for organization,|
|1 - Create,||26 - Submit,||45 - Lose,||64 - User Access via Web,|
|2 - Update,||27 - Reject,||46 - Internal Processing,||65 - User Access via Web Services,|
|3 - Delete,||28 - Approve,||47 - Reschedule,||100 - Delete Entity,|
|4 - Activate,||29 - Invoice,||48 - Modify Share,||101 - Delete Attribute,|
|5 - Deactivate,||30 - Hold,||49 - Unshare,||102 - Audit Change at Entity Level,|
|11 - Cascade,||31 - Add Member,||50 - Book,||103 - Audit Change at Attribute Level,|
|12 - Merge,||32 - Remove Member,||51 - Generate Quote From Opportunity,||104 - Audit Change at Org Level,|
|13 - Assign,||33 - Associate Entities,||52 - Add To Queue,||105 - Entity Audit Started,|
|14 - Share,||34 - Disassociate Entities,||53 - Assign Role To Team,||106 - Attribute Audit Started,|
|15 - Retrieve,||35 - Add Members,||54 - Remove Role From Team,||107 - Audit Enabled,|
|16 - Close,||36 - Remove Members,||55 - Assign Role To User,||108 - Entity Audit Stopped,|
|17 - Cancel,||37 - Add Item,||56 - Remove Role From User,||109 - Attribute Audit Stopped,|
|18 - Complete,||38 - Remove Item,||57 - Add Privileges to Role,||110 - Audit Disabled,|
|20 - Resolve,||39 - Add Substitute,||58 - Remove Privileges From Role,||111 - Audit Log Deletion,|
|21 - Reopen,||40 - Remove Substitute,||59 - Replace Privileges In Role,||112 - User Access Audit Started,|
|22 - Fulfill,||41 - Set State,||60 - Import Mappings,||113 - User Access Audit Stopped,|
|23 - Paid,||42 - Renew,||61 - Clone,|
|24 - Qualify,||43 - Revise,||62 - Send Direct Email,|
Object Id the record id, for which this audit record is created.
The user who performed action on record.
Change Data column stores old data for the attribute. If you changed First name of contact from James to Jim, then in Change data James will be stored.
Values in Change Data are stored in same order as attribute mask stored.
If First name attribute mask is 2 and last name is 3, then in AttributeMask it would be ,2,3 and Change data would be James~Bond
Change Data column data is separated by ~ by per attribute.
Operation column stores information of what kind of operation is performed on record.
CRM has only four operations
1 - Create , 2 - Update, 3 - Delete, 4 - Access.
To get directly operation values from database use
SELECT Value,AttributeValue FROM StringMap WHERE AttributeName='operation'
Object Type code is entity object type code.
To find object type code for entity use
SELECT ObjectTypeCode, LogicalName FROM Entity WHERE Name='contact'
If want to get entity details from object type code then use
SELECT ObjectTypeCode, LogicalName FROM Entity WHERE ObjectTypeCode=1