MS CRM Customization

Tuesday, February 24, 2015

MS CRM form load Performance Anyalyzer

This is good Microsoft CRM Hidden tool to check how much time is taken by form to load.

All Credit goes to Gareth Tucker

This tool opens when you click CTRL +SHIFT +Q

Here are details about how to use Form Load Performance analyzer tool

http://garethtuckercrm.com/2014/07/01/microsoft-crm-form-load-performance-analyzer/

Add Account/Contact GUID in email template

In CRM Email template, you cannot add record id, but sometime we need to send GUID in email or need to send record URL which will contain record ID/ GUID.

To Add GUID in email template,

1. Create one text attribute in Account or contact entity.. say Account GUID.

2. Add this attribute on form, so that we can able to use it in JavaScript.

3. Add following JavaScript code on form load.

function getRecordId() {

var accountGuid = Xrm.Page.getAttribute('new_accountguid').getValue()

if (Xrm.Page.ui.getFormType() == 2 && accountGuid == null) {

var accountId = Xrm.Page.data.entity.getId();

Xrm.Page.getAttribute('new_accountguid').setValue(accountId);

Xrm.Page.data.entity.save();

}

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..

Another option will be by updating Template body XML. but for this need to update template XML using SQL query.

CRM stores templates in Template table.

to get particular template,

select Body from Template where Title='Account Reconnect'

Email template body is represented in XML and xml is look like

	<?xml version="1.0" ?>
	<xsl:stylesheet xmlns:xsl="http://www.w3.org/1999/XSL/Transform" version="1.0">
	<xsl:output method="text" indent="no"/>
	<xsl:template match="/data">
	<![CDATA[<p>Dear ]]><xsl:choose>
	<xsl:when test="account/name">
	<xsl:value-of select="account/name" />
	</xsl:when>
	<xsl:otherwise>Valued Customer</xsl:otherwise>
	</xsl:choose><![CDATA[,</p> <p>We have not heard from you for a while. We wanted to check in and make sure that you are still having a great experience using our product(s). We have asked ]]><xsl:choose>
	<xsl:when test="account/ownerid/@name">
	<xsl:value-of select="account/ownerid/@name" />
	</xsl:when>
	<xsl:otherwise>a customer service representative</xsl:otherwise>
	</xsl:choose><![CDATA[ to contact you next week to get your feedback on the product(s) you are currently using and to give you details about our upcoming products.</p><p>?]]><xsl:choose>
	<xsl:when test="account/name">
	<xsl:value-of select="account/name" />
	</xsl:when>
	<xsl:otherwise></xsl:otherwise>
	</xsl:choose><![CDATA[?</p><p> </p> <p>Thank you.</p>]]>
	</xsl:template>
	</xsl:stylesheet>

view raw gistfile1.xml hosted with ❤ by GitHub

if email template is like

Notice that account name is selected like

< xsl:when test="account/name" >

< xsl:value-of select="account/name" / >

< /xsl:when >

If changed this to

< xsl:when test="account/accountid" >

<xsl:value-of select="account/accountid" / >

< /xsl:when >

and updated back template body using SQL statement

update Template set Body='<?xml version="1.0" ?><xsl:stylesheet xmlns:xsl="http://www.w3.org/1999/XSL/Transform" version="1.0"><xsl:output method="text" indent="no"/><xsl:template match="/data"><![CDATA[<p>Dear ]]><xsl:choose><xsl:when test="account/name"><xsl:value-of select="account/name" /></xsl:when><xsl:otherwise>Valued Customer</xsl:otherwise></xsl:choose><![CDATA[,</p> <p>We have not heard from you for a while. We wanted to check in and make sure that you are still having a great experience using our product(s). We have asked ]]><xsl:choose><xsl:when test="account/ownerid/@name"><xsl:value-of select="account/ownerid/@name" /></xsl:when><xsl:otherwise>a customer service representative</xsl:otherwise></xsl:choose><![CDATA[ to contact you next week to get your feedback on the product(s) you are currently using and to give you details about our upcoming products.</p><p>?]]><xsl:choose><xsl:when test="account/accountid"><xsl:value-of select="account/accountid" /></xsl:when><xsl:otherwise></xsl:otherwise></xsl:choose><![CDATA[?</p><p>&#160;</p> <p>Thank you.</p>]]></xsl:template></xsl:stylesheet>' where Title='Account Reconnect'

view raw gistfile1.sql hosted with ❤ by GitHub

Now when you use this email template then you will see GUID in email template.

Friday, February 20, 2015

Minimum product quantity required when creating Quote/order/invoice

Some time in order needs to products with certain Quantity, if product added below certain Quantity, then need to stop user from creating quote.

I am doing this functionality using JavaScript.

In this example I am using crmFetchkit.js. this kit is available on http://crmtoolkit.codeplex.com

Here are steps

1. Create JavaScript web resource and add following code in JavaScript.. I created Js web resource with name Quote.js
In this script I am using FetchXML to retrieve products from Quote. To generate FetchXML, easiest option is using Advanced find.

	function CheckPrductQuantity(productName) {
	var fetchXml = ['<fetch distinct="false" mapping="logical" output-format="xml-platform" version="1.0">',
	'<entity name="quotedetail">',
	'<attribute name="productid"/>',
	'<attribute name="productdescription"/>',
	'<attribute name="priceperunit"/>',
	'<attribute name="quantity"/>',
	'<attribute name="extendedamount"/>',
	'<attribute name="quotedetailid"/>',
	'<order descending="false" attribute="productid"/>',
	'<link-entity name="quote" alias="ab" to="quoteid" from="quoteid">',
	'<filter type="and">',
	'<condition attribute="quoteid" value="'+ Xrm.Page.data.entity.getId() +'" uitype="quote" operator="eq"/>',
	'</filter>',
	'</link-entity>',
	'</entity>',
	'</fetch>'].join('');

	CrmFetchKit.FetchAll(fetchXml).then(function (quoteProducts) {
	for (var index in quoteProducts) {
	var quoteProd = quoteProducts[index];
	var quantity = quoteProd.attributes.quantity.value;
	var product = quoteProd.attributes.productid.name;
	if (productName == product) {
	if (quantity < 5) {
	Xrm.Page.ui.setFormNotification("Quantity should be greater than 5", "ERROR", "productQuantityError");
	}
	else {
	Xrm.Page.ui.clearFormNotification("productQuantityError");
	}
	}
	}
	}, onFetchError);
	}
	function onFetchError(xhr, status, errorThrown) {
	var errormsg = $(xhr.responseXML).find('Message').text();
	alert('CrmFetchKit-Error occured: ' + errormsg);
	}