CRM update web service call in Java Script in MS CRM 4.0

// Record Owner
var Owner = new Array;
Owner = crmForm.all.ownerid.DataValue;
var oppOwner = Owner[0].name;

// updating Opportunity
/* setting opportunuty owner name to a text field in the same record using crm update web service call in JScript */
try
{
var xml1 = "<?xml version='1.0' encoding='utf-8'?>"+
"<soap:Envelope xmlns:soap='http://schemas.xmlsoap.org/soap/envelope/'"+
" xmlns:xsi='http://www.w3.org/2001/XMLSchema-instance'"+
" xmlns:xsd='http://www.w3.org/2001/XMLSchema'>"+
GenerateAuthenticationHeader()+
"<soap:Body>"+
"<Update xmlns='http://schemas.microsoft.com/crm/2007/WebServices'>"+
"<entity xsi:type='opportunity'>" +
"<new_text>"+ xmlencode(oppOwner) +"</new_text>" +
"<opportunityid>" + crmForm.ObjectId + "</opportunityid>" +
"</entity>"+
"</Update>"+
"</soap:Body>"+
"</soap:Envelope>";

var xHReq1 = new ActiveXObject("Msxml2.XMLHTTP");
xHReq1.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
xHReq1.setRequestHeader("SOAPAction","http://schemas.microsoft.com/crm/2007/WebServices/Update");
xHReq1.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
xHReq1.setRequestHeader("Content-Length", xml1.length);
xHReq1.send(xml1);
// Capture the result
var resultXml1 = xHReq1.responseXML;

var errorCount1 = resultXml1.selectNodes('//error').length;
}
catch (e)
{ }

/* xml encoding to convert "&" and single quote (') symbol*/
function xmlencode(string) {
return string.replace(/\&/g,'&'+'amp;').replace(/</g,'&'+'lt;').replace(/>/g,'&'+'gt;').replace(/\'/g,'&'+'apos;').replace(/\"/g,'&'+'quot;');
}

Set the account lookup when new contact is created from the Contact lookup new button in Account form in MS CRM 4.0

function getAccountLookup()
{
try
{
var stringXml = window.opener.document.getElementById("fetchxml").value;

xmlDoc=new ActiveXObject("Microsoft.XMLDOM");
xmlDoc.async="false";
xmlDoc.loadXML(stringXml)

var name = xmlDoc.selectNodes('fetch/entity/filter/condition')[1].attributes[2].value;
var id = xmlDoc.selectNodes('fetch/entity/filter/condition')[1].attributes[4].value;

//Create an array to set as the DataValue for the lookup control.
var lookupData = new Array();

//Create an Object add to the array.
var lookupItem= new Object();

//Set the id, typename, and name properties to the object.
lookupItem.id = id;
lookupItem.typename = 'account';
lookupItem.name = name;

// Add the object to the array.
lookupData[0] = lookupItem;

// Set the value of the lookup field to the value of the array.
crmForm.all.parentcustomerid.DataValue = lookupData;

}
catch (e)
{}
}

Remove Add Existing Button From CRM Iframe in MS CRM 4.0

/* _MBtoplocAssocOneToMany2contactcustomeraccounts is the Id of the AddExisting button appearing in CRM grid. this id can be find out using IE developer tool bar */

function RemoveAddExistingFromIframe()
{
var iFrame1 = null;
iFrame1 = crmForm.all.IFRAME_Test;
var iDoc1 = iFrame1.contentWindow.document;
iFrame1.attachEvent( "onreadystatechange" , Ready1);
RemoveWhiteSpace(iFrame1);
}

function Ready1()
{

var iFrame1 = crmForm.all.IFRAME_Test;
var iDoc1 = iFrame1.contentWindow.document;
if(iDoc1.getElementById("_MBtoplocAssocOneToMany2contactcustomeraccounts") != null)
iDoc1.getElementById("_MBtoplocAssocOneToMany2contactcustomeraccounts").style.display = "none";
}


function RemoveWhiteSpace(iframe)
{
try
{
var IFRAME_test = iframe;
IFRAME_test.onreadystatechange = function ()
{
if( IFRAME_test.readyState != 'complete' )
return;
IFRAME_test.style.border = "0px";
var IframeWindo = IFRAME_test.contentWindow;
IframeWindo.document.body.scroll = "no";
IframeWindo.document.body.childNodes[0].rows[0].cells[0].style.padding = "0px";
}
}catch (e)
{alert('Error : '+e);}
}

Hide CRM form Button/menu/sort cuts/isv buttons in MS CRM 4.0

function HideISVButtons()
{

var toolBar = document.getElementById('mnuBar1');
if (toolBar != null && toolBar.rows.length > 0 && toolBar.rows[0].cells.length > 0)
{
try
{

var toolBarItems = toolBar.rows[0].cells[0].getElementsByTagName('li')
if (toolBarItems != null && toolBarItems.length > 0) {
for (var i = 0; i < toolBarItems.length; i++) {
var toolBarbuttonName = toolBarItems[i].getAttribute('title');
switch (toolBarbuttonName) {
case "Attach a File":
toolBarItems[i].style.display = 'none';
toolBarItems[i - 1].style.display = 'none';
break;
case "Print Preview":
toolBarItems[i].style.display = 'none';
break;
case "Actions":
toolBarItems[i].style.display = 'none';
toolBarItems[i - 1].style.display = 'none';
break;
break;
case "Follow Up":
toolBarItems[i].style.display = 'none';
toolBarItems[i - 1].style.display = 'none';
break;
case "Test ISV Button":
toolBarItems[i].style.display = 'none';
toolBarItems[i - 1].style.display = 'none';
toolBarItems[i + 1].style.display = 'none'; break;
}
}
}
}
catch (e)
{ }
}
}

Advanced find view in an IFRAME in CRM from in MS CRM 4.0

// Fetch xml for the data we want to show in a CRM grid

fetchXml = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='true'>"+
"<entity name='opportunity'>"+
"<attribute name='name'/>"+
"<attribute name='createdon'/>"+
"<attribute name='ownerid'/>"+
"<attribute name='new_finalstage'/>"+
"<attribute name='opportunityid'/>"+
"<order attribute='name' descending='false'/>"+
"<filter type='and'><condition attribute='statecode' operator='eq' value='0'/></filter>"+
"</entity></fetch>";

/* Layout of the adv find Grid
In object - is the objecttypecode of the result entity
jump - is the name of the primary column in the result view */

var layoutXml = ""+
"<grid name='resultset' object='3' jump='name' select='1' icon='1' preview='1'>"+
"<row name='result' id='opportunity'>"+
"<cell name='name' width='230' />"+
"<cell name='createdon' width='80' />"+
"<cell name='ownerid' width='120' />"+
"<cell name='new_finalstage' width='160' />"+
"</row>"+
"</grid>";

/* the main method to retrieve and bind the data to the CRM Grid according to the fetch XML and Layout XML
IFRAME_TEST- an IFRAME to show the advance find view
opportunity – is the main entity name
fetchXml – the fetchXml query we want to retrieve from CRM
layoutXml – the layout to show the retrieved data
name – sorting of records in CRM advanced find grid
false – sort order Descending
{350D0AA8-3EF5-496B-A714-15B2DE896D20} – advance find view id for the same entity (opportunity) */

EmbedAdvancedFindView("IFRAME_TEST", "opportunity", fetchXml, layoutXml, "name", "false", "{350D0AA8-3EF5-496B-A714-15B2DE896D20}");

// to remove the toolbar items from the advance find grid
var iFrame1 = null;
iFrame1 = crmForm.all.IFRAME_TEST;
var iDoc1 = iFrame1.contentWindow.document;
iFrame1.attachEvent( "onreadystatechange" , Ready1);
RemoveWhiteSpace(iFrame1);


function Ready1(){
try{
var iFrame = crmForm.all.IFRAME_TEST;
var iDoc1 = iFrame.contentWindow.document;
if(iDoc1.getElementById("gridMenuBar") != null)
iDoc1.getElementById("gridMenuBar").style.display = "none";
}catch (e)
{}
}


function EmbedAdvancedFindView(iFrameId, entityName, fetchXml, layoutXml, sortCol, sortDescend, defaultAdvFindViewId) {
try {

var iFrame = document.getElementById(iFrameId);
var httpObj = new ActiveXObject("Msxml2.XMLHTTP");
var url = "/" + ORG_UNIQUE_NAME + "/advancedFind/fetchData.aspx";

var params = "FetchXML=" + fetchXml
+ "&LayoutXML=" + layoutXml
+ "&EntityName=" + entityName
+ "&DefaultAdvFindViewId=" + defaultAdvFindViewId
+ "&ViewType=1039" // According to Michael Hohne over at Stunnware
+ "&SortCol=" + sortCol
+ "&SortDescend=" + sortDescend;

httpObj.Open("POST", url, true);

httpObj.setRequestHeader("Content-type", "application/x-www-form-urlencoded");
httpObj.setRequestHeader("Content-length", params.length);

httpObj.onreadystatechange = function() {
if (httpObj.readyState == 4 && httpObj.status == 200) {
var doc = iFrame.contentWindow.document;
iFrame.src = null;
doc.open();
doc.write(httpObj.responseText);
doc.close();

doc.body.style.padding = "0px";
doc.body.style.backgroundColor = "#eaf3ff";
}
}
httpObj.send(params);
}
catch (e) {
}
}

// to expand the adv find grid to full width
function RemoveWhiteSpace(iframe)
{
var IFRAME_test = iframe;
IFRAME_test.onreadystatechange = function ()
{
if( IFRAME_test.readyState != 'complete' )
return;
IFRAME_test.style.border = "0px";
var IframeWindo = IFRAME_test.contentWindow;
if(IframeWindo.document.body.childNodes[0]!=null){
if(IframeWindo.document.body.childNodes[0].rows!=null){
IframeWindo.document.body.scroll = "no";
IframeWindo.document.body.childNodes[0].rows[0].cells[0].style.padding = "0px";
}
}
}
}

Xmlencode the text in fetchXML in Jscript in MS CRM 4.0

While passing text as a parameter in fetchXml in CRM OnLoad/OnSave/OnChange event Jscript, it required to xmlencode the text before use the same as parameter.
This is because the fetchXml contains “&” or single quote(‘) is not executed in Jscript CRM service call.


function xmlencode(string) {
return string.replace(/\&/g,'&'+'amp;').replace(//g,'&'+'gt;').replace(/\'/g,'&'+'apos;').replace(/\"/g,'&'+'quot;');
}

Refresh a CRM grid on the CRM Form in MS CRM 4.0

try
{
var _locAssocObj = locAssocObj;
locAssocObj = this.locAssocObj;

//fucntion definition for overloading the N:N Grid association
this.locAssocObj = function(iType, sSubType, sAssociationName, iRoleOrdinal) {
_locAssocObj(iType, sSubType, sAssociationName, iRoleOrdinal);
switch (sAssociationName) {
case "new_new_opportunity_systemuser":
crmForm.all.IFRAME_OpportunityUser.contentWindow.document.all.crmGrid.Refresh();
break;
}
}

} catch (e)
{ }


“sAssociationName” is the relationship name (we can find this in entity customization).
Here there is an N:N relationship in between Opportunity and SystemUser named “new_new_opportunity_systemuser”.
And the system user grid is there on the CRM. On addition/removal of any entry in the user list will refresh the corresponding grid.

Set Focus to a field in CRM form in MS CRM 4.0

function SetFocustoaField()
{
var oField = crmForm.all.new_name;
oField.onblur = function() {
oField.SetFocus();
oField.onblur = null;
}
oField.SetFocus();
}

Call External JS file in CRM from OnLoad/OnSave/OnChange event in MS CRM 4.0

Take an example. I have a JS file named “Entity_OnLoad.js” in “ISV/Org_Name/JavaScript” folder. There is a method named “CommonAction” in “Entity_OnLoad.js” file.

With the help of following Jscript we can call the “CommonAction” method from “Entity_OnLoad.js” in the OnLoad/OnSave/OnChange event of the CRM form.


var netRequest = new ActiveXObject("Msxml2.XMLHTTP");
netRequest.open("GET", "/ISV/Org_Name/JavaScript/Entity_OnLoad.js", false);
netRequest.send(null);
eval(netRequest.responseText);

CommonAction();