Client Scripting Code

Email Templates tag merging

Abe Saldana — Fri, 27 Jul 2007 02:31:31 GMT

I was working on a small project making some changes to the Email Templates when I got the requirements to create some meta tags and implement detail logic that will depend on the value of a field, that was interesting and challenging at the same time and make that customization been supported by the infrastructure of CRM, well I made changes but these are unsupported code, these are the steps on how to make the customizations:

1) Make the modifications to ...\Activities\email\edit.aspx file.

2) Update the javascript function ApplyTemplate() and include the functionality required for the customer.

function ApplyTemplate()

{ var oTarget = ChooseTemplateTarget();

if (oTarget == null)

return;

var sUrl = "/_grid/cmds/dlg_bulkemail.aspx?bulkemail=false" + "&objectTypeCode=" + oTarget.otype + "&objectId=" + oTarget.oid;

var sResponse = openStdDlg(sUrl, null, 550, 850);

if (sResponse != null)

{

// Get Response from the email template

var templatedescription = sResponse.EmailBody ;

// Get the contact/account id for searching

var ToRecipients = crmForm.all.to.Items();

var customerid = ToRecipients[0].id

// Get status for the contact/account

var validationonBoolean = GetWebServiceValidation(customerid);

if (validationonBoolean)

{

// Customer Validation is TRUE

templatedescription = stringReplace(templatedescription,"[LOCALEDMESSAGE]","Replace message with English version");

}else

{

// Customer Validation is FALSE

templatedescription = stringReplace(templatedescription,"[LOCALEDMESSAGE]","Replace message with Spanish version");

}

crmForm.all.description.InsertValue ( templatedescription );

}

3) After that I used the normal string.Replace function finding the function only replaced the first instance, that will take me to the second correction and make the following function:

function stringReplace(originalString, findText, replaceText)

{

var pos = 0;

var len = findText.length;

pos = originalString.indexOf(findText);

while (pos != -1)

{

preString = originalString.substring(0,pos);

postString = originalString.substring(pos + len,

originalString.length);

originalString = preString + replaceText + postString;

pos = originalString.indexOf(findText);

}

return originalString;

}

The rest was a simple implementation of your Web Services call, please read the previous blog called "How to call my web service using Javascript?"

Remember that this is an Unsupported customization and when a service patch come it will provably remove those customizations.

I hope this information help you to add more flexibility to the email templates.

Abe Saldaña

http://www.crmbuzz.net

This all is undocumented and unsupported. Therefore you should only try these kinds of modifications if you feel comfortable with this.
Everything here, though, is my personal opinion and is not read nor approved before being posted. No warranties or other guarantees will be offered as to the quality of the opinions or anything else offered here.

How to call my web service using Javascript?

Abe Saldana — Fri, 18 May 2007 22:16:02 GMT

This is a new code sample for calling a web service using Javascript/Jscript, but specially to call my web services on the same server that MSCRMServices is located.

The difference on this sample code is that I'm enabling the web service call using the RemoteCommand functions available under the following folder Inetpub\wwwroot\_controls\RemoteCommands\RemoteCommand.js, also Ronald Lemmen have a good blog on how to call internal CRM SDK services, but in this case I will be calling My special web service that will give me a True/False value for a specific Case, the process will validate if the Case have any Open Activities (Any Type of Activity)

The code is simple to implement, there is 3 sections for the sample

The Case OnLoad event change
The General definition for calling my Web Service, Global.js modifications
The web service that will process the Case Activities

So lets see the Case OnLoad Code

if(crmForm.FormType == CRM_FORM_TYPE_UPDATE)

{

// crmFormSubmit.crmFormSubmitId.value is the Case ID sent as part of the querystring

var caseid= crmFormSubmit.crmFormSubmitId.value;

var iscaseValidforclose = IncidentValidForClose(caseid);

if (iscaseValidforclose == false)

{

alert("\r\n Please Close all Open Activities,\r\n\r\nBefore Resolving the Case!\r\n");

}

This is the Global.js code that will make the web service call

// IncidentValidForClose

// Web Service Call

// Abe Saldana

// This all is undocumented and unsupported.

// Therefore you should only try these kind of modifications

// if you feel comfortable with this.

function IncidentValidForClose(caseid)

{

var isIncidentValidForClose;

isIncidentValidForClose = true;

try

{

// Calling the Local Web service located on the following

// folder \Inetpub\wwwroot\MSCRMServices\CRMcustom\CRMCustom.asmx

var oCommand = new RemoteCommand("CRMCustom","IncidentValidForClose","/MSCRMServices/CRMcustom/");

// Passing the parameters

oCommand.SetParameter("CaseID",caseid);

// Making the call

var oResult = oCommand.Execute();

if (oResult.Success)

{

// Success Return Value

isIncidentValidForClose = oResult.ReturnValue;

alert("caseid: " + caseid + "Response: " + oResult.ReturnValue.toString());

}else

{

// Failed response or Default response

alert("caseid: " + caseid + "Response: " + oResult.ReturnValue.toString());

}

}catch (e)

{

alert(e.description);

isIncidentValidForClose = true;

}

return isIncidentValidForClose;

}

The web service code is located on a zip file plase follow the installation instructions to have a successful installation also make the correct Web.config changes for your environment, code is available here

Download the CRMCustomWS.zip file with the sample code.

You can copy and past the functions as the code for the Case OnLoad event. if you copy and past the last function on the Global.js make sure to change the reference to the web services to "/MSCRMServices/" and change to any SDK method call you want to make.

So I will use this blog to say: "Thanks to Ronald Lemmen for his code and detail information on how to acomodate these JScript calls"...

Abe Saldana.

This all is undocumented and unsupported. Therefore you should only try these kind of modifications if you feel comfortable with this.
Everything here, though, is my personal opinion and is not read nor approved before being posted. No warranties or other guarantees will be offered as to the quality of the opinions or anything else offered here.

MS Dynamics CRM 3.0 learning and training

Abe Saldana — Tue, 08 May 2007 03:40:31 GMT

A couple of weeks ago I started working with MS CRM 3.0 for my company’s Customer Care department, this project is interesting and exiting at the same time, working on a new product and new infrastructure give me the motivation to continue learning, I will be installing and work on the configuration initially, but the plans are that I need to work on the integration for CRM and GP, taking some time before I started working on the development environment and our production staging area.

I was looking for more information on the Customization for the applications and found some link that point all the time to the same book, “Working With Microsoft Dynamics CRM 3.0” Microsoft Press, I started reading and getting to understand the application and the framework, I will start my feed on CRM and the configuration and customizations I will be making, so this is going to be more than a work on progress type a blog

Download the sample chapter on Workflow www.sonomapartners.com/microsoft-crm-book-sample.aspx

Enjoy the reading!

Abe Saldaña