Phuoc Le

When building hyperlinks to CRM in SSRS reports, please don’t hard code

• Wrong: hard coding your CRM URL. Do not set your URL to “https://crmserver/….” If you do this use the hyperlink will only work in one environment and will have to be rewritten to work in another environment.
• Right: Use the CRM_URL parameter in your report. This makes your links will work in all environments, even when offline.

  Parameters!CRM_URL

• Wrong: Using OTC (ObjectTypeCode) in your hyperlink expression. ObjectTypeCode never changes for System entities, but for custom entity ObjectTypeCode will change when customization is imported into a new environment.

  ="OTC=1&ID={“ & Fields!accountid.Value.ToString() & ”}”

• Right: Use the logical entity name instead of ObjectTypeCode.

  ="LogicalName=account&ID={“ & Fields!accountid.Value.ToString() & ”}”

Sometime, your business logic need access direct SQL Server, and you want to know the ConnectionString of CRM Database.

This code will help you get Sql ConnectionString from CRM Plugin/Custom Action/Custom Workflow (before that I saved the ConnectionString to the custom Options entity)

public void Execute(IServiceProvider serviceProvider)
{
    var context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
    var platformContext = context.GetType().InvokeMember("PlatformContext", BindingFlags.GetProperty, null, context, null);
    var transaction = (SqlTransaction)platformContext.GetType().InvokeMember("SqlTransaction", BindingFlags.GetProperty, null, platformContext, null);
    throw new InvalidPluginExecutionException(transaction.Connection.ConnectionString);
}

• Remember to add reference System.Data.dll to your project

Limitation

• CRM On-Premises only
• Plugin/Custom Action/Custom Workflow when register the option Isolation Mode should selected None
• Access SQL code should out side the Plugin/Custom Action/Custom Workflow pipe line transaction. (E.g: use at Pre-Validation)

Actual project experience

• Requirement: End user want change exchange rate at the end of month after a lot of records created/locked on this month with current temporary exchange rate.
• Analysis: You cannot use the SDK code because a lot of records locked by CRM
• Solution:
  • Create a custom action, get SQL ConnectionString, and then use the ConnectionString to update records
  • Create a custom ribbon button, then call custom action to update data.

I have a requirement in my current project that hide Next Stage, Set Active and Back button in the Business Process Flows

To do that, I used an UnSupported code code below

function hideBPFButton() {
    hideBPFButtons();
    window.addEventListener("resize", hideBPFButtons);
    Xrm.Page.data.process.addOnStageSelected(hideBPFButtons);
}

function hideBPFButtons() {
    var dom = (Xrm == undefined || Xrm.Internal == undefined || Xrm.Internal.isTurboForm() == undefined || Xrm.Internal.isTurboForm() == false) ? document : parent.document;
    $("#stageSetActiveActionContainer", dom).remove();
    $("#stageBackActionContainer", dom).remove();
    $("#stageNavigateActionContainer", dom).remove();
    setTimeout(function () { $("#processStagesContainer", dom).width(1894); }, 50);
}

In the form OnLoad, call function

hideBPFButton();

Before apply code

After apply code

How to code: change stage, set active

• Client side: check Xrm.Page.data.process and Xrm.Page.ui.process
• Server side: reference 3 fields: processid, stageid and traversedpath: in the entity record

The following code query processid by Process Name in the entity workflow