CRM 2013 - Convert Async workflow to Synchronous

Hi,
I already have a async workflow in place in CRM but I would like to convert the workflow to synchronous workflow and set ‘Execute’ as “The user who made changes to the record”
in the synchronous workflow programmatically. I am able to find the required workflow and deactivate it. How do I set the workflow's mode property to WorkflowMode.Realtime?
//Deactivate the workflow
var deactivateRequest = new SetStateRequest
EntityMoniker = new EntityReference (Workflow.EntityLogicalName, ent.Id),
State = new OptionSetValue((int)WorkflowState.Draft),
Status = new OptionSetValue(1)
orgService.Execute(deactivateRequest);
//Convert workflow to Synchronous workflow
UpdateRequest updateWorkflowType = new UpdateRequest()
//How to set Mode property to WorkflowMode.Realtime?
orgService.Execute(updateWorkflowType);
Thanks,
Anna'

Hello,
Try to use following code:
Entity workflow = new Entity("workflow")
Id = ent.Id
workflow["mode"] = new OptionSet(1);
orgService.Update(workflow);
Dynamics CRM MVP/ Technical Evangelist at SlickData LLC
My blog

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Issue with retrieveing the Manager of a System User in a Custom workflow - CRM 2013

Issues with custom workflow activity in CRM 2013 On-prem
I'm trying to pass the Manager of the System
here is the code that I'm running, it gets to setting the MANAGER and stops
I put the ran the FetchXML seperatly and it does return a value so I know what bit works
public class CaseAccountManagerManagersLookup : CodeActivity
// Inputs
[Input("Enter Case")]
[ReferenceTarget("incident")]
public InArgument<EntityReference> CA { get; set; }
// Outputs
[Output("Manager Output")]
[ReferenceTarget("systemuser")]
public OutArgument<EntityReference> AMOUT { get; set; }
protected override void Execute(CodeActivityContext executionContext)
// Context
IWorkflowContext context = executionContext.GetExtension<IWorkflowContext>();
IOrganizationServiceFactory serviceFactory = executionContext.GetExtension<IOrganizationServiceFactory>();
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
//Create the tracing service
ITracingService tracingService = executionContext.GetExtension<ITracingService>();
// get the account and renewals manager ID's
var CASE = CA.Get<EntityReference>(executionContext);
tracingService.Trace("Case ID = " + CASE.Id);
try
// FETCH
string fetchXml = string.Format(@"
<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
<entity name='incident'>
<attribute name='title' />
<attribute name='incidentid' />
<order attribute='title' descending='false' />
<filter type='and'>
<condition attribute='incidentid' operator='eq' value='{0}' />
</filter>
<link-entity name='contact' from='contactid' to='customerid' alias='ak'>
<link-entity name='account' from='accountid' to='parentcustomerid' alias='al'>
<link-entity name='systemuser' from='systemuserid' to='bc_dssalesperson' alias='am'>
<attribute name='parentsystemuserid' />
</link-entity>
</link-entity>
</link-entity>
</entity>
</fetch>", CASE.Id);
EntityCollection case_results = service.RetrieveMultiple(new FetchExpression(fetchXml));
//tracingService.Trace("fetch has run");
if (case_results.Entities.Count != 0)
foreach (var a in case_results.Entities)
//if (a.Attributes.Contains("ai_parentsystemuserid"))
tracingService.Trace("set manager id next");
var MANAGERID = (EntityReference)a.Attributes["parentsystemuserid"];
tracingService.Trace("manager id set");
AMOUT.Set(executionContext, MANAGERID);
throw new InvalidOperationException("Want to see trace");
tracingService.Trace("end ");
catch (Exception e)
throw new InvalidPluginExecutionException("Plugin - CaseAccountManagerManagerLookup - " + e.Message);
finally
throw new InvalidOperationException("Want to see trace");
Pete

Hello,
Try to use am.parentsystemuserid instead of just parentsystemuserid.
Dynamics CRM MVP/ Technical Evangelist at
SlickData LLC
My blog

Problem to convert a optionset into multi selection picklist on crm 2013

Hey I meet a problème on my development see my result :
link : https://social.microsoft.com/Forums/getfile/652331
a multiple select list on my crm 2013 I do this process on this forum :
link : https://social.microsoft.com/Forums/en-US/2db47a59-165d-40c9-b995-6b3262b949eb/how-to-convert-a-optionset-into-multi-selection-picklist-in-crm-2011-using-javasacript?forum=crmdevelopment
my development :
// var_sc_optionset >> Provide schema-name for Option Set field
// var_sc_optionsetvalue >> Provide schema-name for field which will store the multi selected values for Option Set
// OS >> Provide Option Set field object
// OSV >> Provide text field object which will store the multi selected values for Option Set
//Method to convert an optionset to multi select Option Set
function ConvertToMultiSelect(var_sc_optionset, var_sc_optionsetvalue, OS, OSV)
if( OS != null && OSV != null )
OS.style.display = "none";
Xrm.Page.getControl(var_sc_optionsetvalue).setVisible(false);
// Create a DIV container
// var addDiv = document.createElement("<div style='overflow-y:auto; color:#000000; height:160px; border:1px #6699cc solid; background-color:#ffffff;' />");
var addDiv = document.createElement("div");
addDiv.style.overflowY = "auto";
addDiv.style.height = "160px";
addDiv.style.border = "1px #6699cc solid";
addDiv.style.background = "#ffffff";
addDiv.style.color = "#000000";
OS.parentNode.appendChild(addDiv);
// Initialise checkbox controls
for( var i = 1; i < OS.options.length; i++ )
var pOption = OS.options[i];
if( !IsChecked( pOption.text , OS, OSV) ){
// var addInput = document.createElement("<input type='checkbox' style='border:none; width:25px; align:left;' />" );
var addInput = document.createElement("input" );
addInput.setAttribute("type","checkbox");
addInput.setAttribute("style","border:none; width:25px; align:left;");
else {
// var addInput = document.createElement("<input type='checkbox' checked='checked' style='border:none; width:25px; align:left;' />" );
var addInput = document.createElement("input" );
addInput.setAttribute("type","checkbox");
addInput.setAttribute("checked","checked");
addInput.setAttribute("style","border:none; width:25px; align:left;");
// var addLabel = document.createElement( "<label />");
var addLabel = document.createElement( "label");
addLabel.innerText = pOption.text;
// var addBr = document.createElement( "<br />"); //it's a 'br' flag
var addBr = document.createElement( "br"); //it's a 'br' flag
OS.nextSibling.appendChild(addInput);
OS.nextSibling.appendChild(addLabel);
OS.nextSibling.appendChild(addBr);
///////Supported functions
// Check if it is selected
function IsChecked( pText , OS, OSV)
if(OSV.value != "")
var OSVT = OSV.value.split(";");
for( var i = 0; i < OSVT.length; i++ )
if( OSVT[i] == pText )
return true;
return false;
// var_sc_optionsetvalue >> Provide schema-name for field which will store the multi selected values for Option Set
// OS >> Provide Option Set field object
// Save the selected text, this field can also be used in Advanced Find
function OnSave(OS, var_sc_optionsetvalue)
var getInput = OS.nextSibling.getElementsByTagName("input");
var result = '';
for( var i = 0; i < getInput.length; i++ )
if( getInput[i].checked)
result += getInput[i].nextSibling.innerText + ";";
//save value
control = Xrm.Page.getControl(var_sc_optionsetvalue);
attribute = control.getAttribute();
attribute.setValue(result);
I have to do 2 field one is option list field and the second is textfield,
option list field : new_books
textfiled : new_picklistvalue
my js is on onload event see :
link : https://social.microsoft.com/Forums/getfile/652333
thanks you for you'r help

Hey I meet a problème on my development see my result :
link : https://social.microsoft.com/Forums/getfile/652331
a multiple select list on my crm 2013 I do this process on this forum :
link : https://social.microsoft.com/Forums/en-US/2db47a59-165d-40c9-b995-6b3262b949eb/how-to-convert-a-optionset-into-multi-selection-picklist-in-crm-2011-using-javasacript?forum=crmdevelopment
my development :
// var_sc_optionset >> Provide schema-name for Option Set field
// var_sc_optionsetvalue >> Provide schema-name for field which will store the multi selected values for Option Set
// OS >> Provide Option Set field object
// OSV >> Provide text field object which will store the multi selected values for Option Set
//Method to convert an optionset to multi select Option Set
function ConvertToMultiSelect(var_sc_optionset, var_sc_optionsetvalue, OS, OSV)
if( OS != null && OSV != null )
OS.style.display = "none";
Xrm.Page.getControl(var_sc_optionsetvalue).setVisible(false);
// Create a DIV container
// var addDiv = document.createElement("<div style='overflow-y:auto; color:#000000; height:160px; border:1px #6699cc solid; background-color:#ffffff;' />");
var addDiv = document.createElement("div");
addDiv.style.overflowY = "auto";
addDiv.style.height = "160px";
addDiv.style.border = "1px #6699cc solid";
addDiv.style.background = "#ffffff";
addDiv.style.color = "#000000";
OS.parentNode.appendChild(addDiv);
// Initialise checkbox controls
for( var i = 1; i < OS.options.length; i++ )
var pOption = OS.options[i];
if( !IsChecked( pOption.text , OS, OSV) ){
// var addInput = document.createElement("<input type='checkbox' style='border:none; width:25px; align:left;' />" );
var addInput = document.createElement("input" );
addInput.setAttribute("type","checkbox");
addInput.setAttribute("style","border:none; width:25px; align:left;");
else {
// var addInput = document.createElement("<input type='checkbox' checked='checked' style='border:none; width:25px; align:left;' />" );
var addInput = document.createElement("input" );
addInput.setAttribute("type","checkbox");
addInput.setAttribute("checked","checked");
addInput.setAttribute("style","border:none; width:25px; align:left;");
// var addLabel = document.createElement( "<label />");
var addLabel = document.createElement( "label");
addLabel.innerText = pOption.text;
// var addBr = document.createElement( "<br />"); //it's a 'br' flag
var addBr = document.createElement( "br"); //it's a 'br' flag
OS.nextSibling.appendChild(addInput);
OS.nextSibling.appendChild(addLabel);
OS.nextSibling.appendChild(addBr);
///////Supported functions
// Check if it is selected
function IsChecked( pText , OS, OSV)
if(OSV.value != "")
var OSVT = OSV.value.split(";");
for( var i = 0; i < OSVT.length; i++ )
if( OSVT[i] == pText )
return true;
return false;
// var_sc_optionsetvalue >> Provide schema-name for field which will store the multi selected values for Option Set
// OS >> Provide Option Set field object
// Save the selected text, this field can also be used in Advanced Find
function OnSave(OS, var_sc_optionsetvalue)
var getInput = OS.nextSibling.getElementsByTagName("input");
var result = '';
for( var i = 0; i < getInput.length; i++ )
if( getInput[i].checked)
result += getInput[i].nextSibling.innerText + ";";
//save value
control = Xrm.Page.getControl(var_sc_optionsetvalue);
attribute = control.getAttribute();
attribute.setValue(result);
I have to do 2 field one is option list field and the second is textfield,
option list field : new_books
textfiled : new_picklistvalue
my js is on onload event see :
link : https://social.microsoft.com/Forums/getfile/652333
thanks you for you'r help

On demand workflow javascript crm 2013

Hi
I am struggling to make the on-demand workflow working in JavaScript in CRM 2013. Can you please help ?
it was working fine in CRM 2011.
Thanks for your help.

Hi,
There is no change. However here is the code snippet
function RunWorkflow() {
var _return = window.confirm('Are you want to execute workflow.');
if (_return) {
var url = Xrm.Page.context.getServerUrl();
var entityId = Xrm.Page.data.entity.getId();
var workflowId = '541B45C9-3F88-4448-9690-2D4A365C3172';
var OrgServicePath = "/XRMServices/2011/Organization.svc/web";
url = url + OrgServicePath;
var request;
request = "<s:Envelope xmlns:s=\"http://schemas.xmlsoap.org/soap/envelope/\">" +
"<s:Body>" +
"<Execute xmlns=\"http://schemas.microsoft.com/xrm/2011/Contracts/Services\" xmlns:i=\"http://www.w3.org/2001/XMLSchema-instance\">" +
"<request i:type=\"b:ExecuteWorkflowRequest\" xmlns:a=\"http://schemas.microsoft.com/xrm/2011/Contracts\" xmlns:b=\"http://schemas.microsoft.com/crm/2011/Contracts\">" +
"<a:Parameters xmlns:c=\"http://schemas.datacontract.org/2004/07/System.Collections.Generic\">" +
"<a:KeyValuePairOfstringanyType>" +
"<c:key>EntityId</c:key>" +
"<c:value i:type=\"d:guid\" xmlns:d=\"http://schemas.microsoft.com/2003/10/Serialization/\">" + entityId + "</c:value>" +
"</a:KeyValuePairOfstringanyType>" +
"<a:KeyValuePairOfstringanyType>" +
"<c:key>WorkflowId</c:key>" +
"<c:value i:type=\"d:guid\" xmlns:d=\"http://schemas.microsoft.com/2003/10/Serialization/\">" + workflowId + "</c:value>" +
"</a:KeyValuePairOfstringanyType>" +
"</a:Parameters>" +
"<a:RequestId i:nil=\"true\" />" +
"<a:RequestName>ExecuteWorkflow</a:RequestName>" +
"</request>" +
"</Execute>" +
"</s:Body>" +
"</s:Envelope>";
var req = new XMLHttpRequest();
req.open("POST", url, true)
// Responses will return XML. It isn't possible to return JSON.
req.setRequestHeader("Accept", "application/xml, text/xml, */*");
req.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
req.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/xrm/2011/Contracts/Services/IOrganizationService/Execute");
req.onreadystatechange = function () { assignResponse(req); };
req.send(request);
function assignResponse(req) {
if (req.readyState == 4) {
if (req.status == 200) {
alert('successfully executed the workflow');
Relevant links:
http://www.mscrmconsultant.com/2013/03/execute-workflow-using-javascript-in.html
https://community.dynamics.com/crm/f/117/t/143712.aspx
Hope this helps.
Minal Dahiya
blog : http://minaldahiya.blogspot.com.au/
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Dynamic CRM 2013 Online how to execute Report, generate PDF and email

Dear All,
I am using Dynamic CRM 2013 online. For quote, I have workflow and Dialogue processes for review process. On approval, I want the system to generate a PDF of quote report, attach the PDF and email it to the Customer.
Better I would like, When approver, clicks on the approve button, the system should auto generate a PDF of quote report, attach the PDF and email it to the Customer, without any further input from the user. If its not possible, I may have to put button on
quote form.
I am using the attached code, but facing various issues.
1. Under prepare the SOAP Message coding part, I am not sure what should be the below URL for CRM 2013 Online?
xHReq.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
2. What should be the emailid here? Is it Recepient Contact id(Guid) ?
var emailid = resultXml.selectSingleNode("//CreateResult").nodeTypedValue;
alert("emailid" + emailid.toString());
3. Using this code, not able to create Entity for "ActivityMimeAttachment", I am getting newEntity as undefined.
Below is the code I am using. Please check and help me out, where I am going wrong. Let me know if any better way to implement it. At present, I have put one button on quote form, on click event, below code will get executed.
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="http://www.w3.org/1999/xhtml">
<head>
<title></title>
<script type="text/javascript">
var Xrm;
if (window.opener) { Xrm = window.opener.Xrm; }
else if (window.parent) { Xrm = window.parent.Xrm; }
function getReportingSession() {
var reportName = "Quotation_Report"; //set this to the report you are trying to download
var reportId = "7C39D18F-1DC6-E311-8986-D89D6765B238"; //set this to the guid of the report you are trying to download
var recordid = Xrm.Page.data.entity.getId();
// recordid = recordid.substring(1, 37); //getting rid of curly brackets
alert(recordid);
var pth = Xrm.Page.context.getServerUrl() + "/CRMReports/rsviewer/reportviewer.aspx";
var retrieveEntityReq = new XMLHttpRequest();
retrieveEntityReq.open("POST", pth, false);
retrieveEntityReq.setRequestHeader("Accept", "*/*");
retrieveEntityReq.setRequestHeader("Content-Type", "application/x-www-form-urlencoded");
retrieveEntityReq.send("id=%7B" + reportId + "%7D&uniquename=" + Xrm.Page.context.getOrgUniqueName() + "&iscustomreport=true&reportnameonsrs=&reportName=" + reportName + "&isScheduledReport=false");
var x = retrieveEntityReq.responseText.indexOf("ReportSession=");
var ret = new Array();
ret[0] = retrieveEntityReq.responseText.substr(x + 14, retrieveEntityReq.responseText.indexOf("&", x) - x - 14); //the session id
x = retrieveEntityReq.responseText.indexOf("ControlID=");
ret[1] = retrieveEntityReq.responseText.substr(x + 10, retrieveEntityReq.responseText.indexOf("&", x) - x - 10); //the control id
return ret;
function createEntity(ent, entName, upd) {
var jsonEntity = JSON.stringify(ent);
var createEntityReq = new XMLHttpRequest();
var ODataPath = Xrm.Page.context.getServerUrl() + "XRMServices/2011/OrganizationData.svc";
createEntityReq.open("POST", ODataPath + "/" + entName + "Set" + upd, false);
createEntityReq.setRequestHeader("Accept", "application/json");
createEntityReq.setRequestHeader("Content-Type", "application/json; charset=utf-8");
createEntityReq.send(jsonEntity);
var newEntity = JSON.parse(createEntityReq.responseText).d;
alert("new entity" + newEntity);
return newEntity;
function createAttachment() {
var params = getReportingSession();
var recordid = Xrm.Page.data.entity.getId();
alert("recordid " + recordid);
var orgName = Xrm.Page.context.getOrgUniqueName();
var userID = Xrm.Page.context.getUserId();
//create email record
// Prepare the SOAP message.
var xml = "<?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'>" +
"<soap:Header>" +
"</soap:Header>" +
"<soap:Body>" +
"<Create xmlns='http://schemas.microsoft.com/crm/2007/WebServices'>" +
"<entity xsi:type='email'>" +
"<regardingobjectid type='quote'>" + recordid + "</regardingobjectid>" +
"<subject>" + "Email with Attachment4" + "</subject>" +
"</entity>" +
"</Create>" +
"</soap:Body>" +
"</soap:Envelope>";
// Prepare the xmlHttpObject and send the request.
var xHReq = new ActiveXObject("Msxml2.XMLHTTP");
xHReq.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
xHReq.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/crm/2007/WebServices/Create");
xHReq.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
xHReq.setRequestHeader("Content-Length", xml.length);
xHReq.send(xml);
// Capture the result
var resultXml = xHReq.responseXML;
// alert("resultXml " + resultXml);
// Check for errors.
var errorCount = resultXml.selectNodes('//error').length;
if (errorCount != 0) {
alert("ERROR");
var msg = resultXml.selectSingleNode('//description').nodeTypedValue;
alert(msg);
var emailid = resultXml.selectSingleNode("//CreateResult").nodeTypedValue;
alert("emailid" + emailid.toString());
//var emailid = userID;
var post = Object();
post.Body = encodePdf(params);
var email = new Array();
email[0] =new Object();
email[0].id = emailid;
email[0].entityType ='email';
post.Subject ="File Attachment";
post.AttachmentNumber = 1;
post.FileName ="Report.pdf";
post.MimeType ="application/pdf";
post.ObjectId = Object();
post.ObjectId.LogicalName ="email";
post.ObjectId.Id = email[0].id;
post.ObjectTypeCode ="email";
alert(post.ObjectId.Id);
createEntity(post,"ActivityMimeAttachment", "");
alert("created successfully");
email.Subject = "Your Order";
//Set The current order as the Regarding object
email.RegardingObjectId = {
Id: Xrm.Page.data.entity.getId(), //Get the current entity Id , here OrderId
LogicalName: Xrm.Page.data.entity.getEntityName()//Get the current entity name, here it will be “salesOrder”
//Create Email Activity
SDK.JScriptRESTDataOperations.Create(email, "Email", EmailCallBack, function (error) { alert(error.message); });
// Email Call Back function
function EmailCallBack(result) {
email = result; // Set the email to result to use it later in email attachment for retrieving activity Id
var activityPartyFrom = new Object();
// Set the From party of the ActivityParty to relate an entity with Email From field
activityPartyFrom.PartyId = {
Id: customerId, // id of entity you want to associate this activity with.
LogicalName: "contact"
// Set the "activity" of the ActivityParty
activityPartyFrom.ActivityId = {
Id: result.ActivityId,
LogicalName: "email"
// Now set the participation type that describes the role of the party on the activity).
activityPartyFrom.ParticipationTypeMask = { Value: 2 }; // 2 means ToRecipients
// Create the from ActivityParty for the email
SDK.JScriptRESTDataOperations.Create(activityPartyFrom, "ActivityParty", ActivityPartyFromCallBack, function (error) { alert(error.message); });
var activityPartyTo = new Object();
// Set the From party of the ActivityParty to relate an entity with Email From field
activityPartyTo.PartyId = {
Id: ownerId, // id of entity you want to associate this activity with.
LogicalName: "systemuser"
// Set the "activity" of the ActivityParty
activityPartyTo.ActivityId = {
Id: result.ActivityId,
LogicalName: "email"
// Now set the participation type that describes the role of the party on the activity). activityPartyTo.ParticipationTypeMask = { Value: 1 }; // 1 means Sender
// Create the from ActivityParty
SDK.JScriptRESTDataOperations.Create(activityPartyTo, "ActivityParty", ActivityPartyToCallBack, function (error) { alert(error.message); });
//ActivityParty From Callback
function ActivityPartyFromCallBack(result) {
//ActivityParty To Callback
function ActivityPartyToCallBack(result) {
var StringMaker = function () {
this.parts = [];
this.length = 0;
this.append = function (s) {
this.parts.push(s);
this.length += s.length;
this.prepend = function (s) {
this.parts.unshift(s);
this.length += s.length;
this.toString = function () {
return this.parts.join('');
var keyStr = "ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz0123456789+/=";
function encode64(input) {
var output = new StringMaker();
var chr1, chr2, chr3;
var enc1, enc2, enc3, enc4;
var i = 0;
while (i < input.length) {
chr1 = input[i++];
chr2 = input[i++];
chr3 = input[i++];
enc1 = chr1 >> 2;
enc2 = ((chr1 & 3) << 4) | (chr2 >> 4);
enc3 = ((chr2 & 15) << 2) | (chr3 >> 6);
enc4 = chr3 & 63;
if (isNaN(chr2)) {
enc3 = enc4 = 64;
else if (isNaN(chr3)) {
enc4 = 64;
output.append(keyStr.charAt(enc1) + keyStr.charAt(enc2) + keyStr.charAt(enc3) + keyStr.charAt(enc4));
return output.toString();
var bdy = new Array();
var bdyLen = 0;
function concat2Bdy(x) {
bdy[bdyLen] = x;
bdyLen++;
function encodePdf(params) {
bdy = new Array();
bdyLen = 0;
var retrieveEntityReq = new XMLHttpRequest();
var pth = Xrm.Page.context.getServerUrl() + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + params[0] + "&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + params[1] + "&OpType=Export&FileName=Public&ContentDisposition=OnlyHtmlInline&Format=PDF";
retrieveEntityReq.open("GET", pth, false);
retrieveEntityReq.setRequestHeader("Accept", "*/*");
retrieveEntityReq.send();
BinaryToArray(retrieveEntityReq.responseBody);
return encode64(bdy);
</SCRIPT>
<SCRIPT type=text/vbscript>
Function BinaryToArray(Binary)
Dim i
ReDim byteArray(LenB(Binary))
For i = 1 To LenB(Binary)
byteArray(i-1) = AscB(MidB(Binary, i, 1))
concat2Bdy(AscB(MidB(Binary, i, 1)))
Next
BinaryToArray = byteArray
End Function
</SCRIPT>
</head>
<body>
<input type="button" onclick="createAttachment();" value="Attach Report" />
</body>
</html>
Thanks. and waiting for your valuable comments.
- Mittal

Hello,
Yes, I was able to make my code working as below. Tested on CRM online 2013.
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="http://www.w3.org/1999/xhtml">
<head>
<title></title>
<script src="https://ajax.googleapis.com/ajax/libs/jquery/1.4.1/jquery.min.js"></script>
<script type="text/javascript">
if (typeof (SDK) == "undefined")
{ SDK = { __namespace: true }; }
SDK.JScriptRESTDataOperations = {
_context: function () {
if (typeof GetGlobalContext != "undefined")
{ return GetGlobalContext(); }
else {
if (typeof Xrm != "undefined") {
return Xrm.Page.context;
else { return new Error("Context is not available."); }
_getServerUrl: function () {
var serverUrl = this._context().getServerUrl()
if (serverUrl.match(/\/$/)) {
serverUrl = serverUrl.substring(0, serverUrl.length - 1);
return serverUrl;
_ODataPath: function () {
return this._getServerUrl() + "/XRMServices/2011/OrganizationData.svc/";
_errorHandler: function (req) {
return new Error("Error : " +
req.status + ": " +
req.statusText + ": " +
JSON.parse(req.responseText).error.message.value);
_dateReviver: function (key, value) {
var a;
if (typeof value === 'string') {
a = /Date$([-+]?\d+)$/.exec(value);
if (a) {
return new Date(parseInt(value.replace("/Date(", "").replace(")/", ""), 10));
return value;
Create: function (object, type, successCallback, errorCallback) {
var req = new XMLHttpRequest();
req.open("POST", this._ODataPath() + type + "Set", true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange = function () {
if (this.readyState == 4 /* complete */) {
if (this.status == 201) {
successCallback(JSON.parse(this.responseText, SDK.JScriptRESTDataOperations._dateReviver).d);
else {
errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
req.send(JSON.stringify(object));
Retrieve: function (id, type, successCallback, errorCallback) {
var req = new XMLHttpRequest();
req.open("GET", this._ODataPath() + type + "Set(guid'" + id + "')", true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange = function () {
if (this.readyState == 4 /* complete */) {
if (this.status == 200) {
successCallback(JSON.parse(this.responseText, SDK.JScriptRESTDataOperations._dateReviver).d);
else {
errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
req.send();
Update: function (id, object, type, successCallback, errorCallback) {
var req = new XMLHttpRequest();
req.open("POST", this._ODataPath() + type + "Set(guid'" + id + "')", true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("X-HTTP-Method", "MERGE");
req.onreadystatechange = function () {
if (this.readyState == 4 /* complete */) {
if (this.status == 204 || this.status == 1223) {
successCallback();
else {
errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
req.send(JSON.stringify(object));
Delete: function (id, type, successCallback, errorCallback) {
var req = new XMLHttpRequest();
req.open("POST", this._ODataPath() + type + "Set(guid'" + id + "')", true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("X-HTTP-Method", "DELETE");
req.onreadystatechange = function () {
if (this.readyState == 4 /* complete */) {
if (this.status == 204 || this.status == 1223) {
successCallback();
else {
errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
req.send();
RetrieveMultiple: function (type, filter, successCallback, errorCallback) {
if (filter != null) {
filter = "?" + filter;
else { filter = ""; }
var req = new XMLHttpRequest();
req.open("GET", this._ODataPath() + type + "Set" + filter, true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange = function () {
if (this.readyState == 4 /* complete */) {
if (this.status == 200) {
successCallback(JSON.parse(this.responseText, SDK.JScriptRESTDataOperations._dateReviver).d.results);
else {
errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
req.send();
__namespace: true
</script>
<script type="text/javascript">
//Create Email and link it with Order as Regarding field
var Xrm;
var email = new Object();
var ownerID = "";
var CustomerId = "";
if (window.opener) { Xrm = window.opener.Xrm; }
else if (window.parent) { Xrm = window.parent.Xrm; }
//Get ownerid who send email of quotation to customer
function GetOwnerID() {
var owner = Xrm.Page.getAttribute("ownerid").getValue();
ownerID = owner[0].id;
var ownerName = owner[0].name;
var entityType = owner[0].entityType;
GetToEmailGUID();
//Get customerid who receive email of quotation from owner
function GetToEmailGUID() {
var Customer = Xrm.Page.getAttribute('customerid').getValue();
CustomerId = Customer[0].id;
var CustomerName = Customer[0].name;
var entityType = Customer[0].entityType;
//if CustomerId is type of "Account" then get Primary Contact id of that account
if (entityType == "account") {
var contact = Xrm.Page.getAttribute("customerid").getValue();
if (contact === null) return;
var serverUrl = Xrm.Page.context.getClientUrl();
var oDataSelect = serverUrl + "/XRMServices/2011/OrganizationData.svc/AccountSet(guid'" + contact[0].id + "')?$select=PrimaryContactId";
var req = new XMLHttpRequest();
req.open("GET", oDataSelect, false);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json;charset=utf-8");
req.onreadystatechange = function () {
if (req.readyState === 4) {
if (req.status === 200) {
var retrieved = JSON.parse(req.responseText).d;
CustomerId = retrieved.PrimaryContactId.Id;
else {
alert(this.statusText);
req.send();
function CreateEmail() {
GetOwnerID();
email.Subject = "Email with Report Attachment";
//Set The current order as the Regarding object
email.RegardingObjectId = {
Id: Xrm.Page.data.entity.getId(), //Get the current entity Id , here OrderId
LogicalName: Xrm.Page.data.entity.getEntityName()//Get the current entity name, here it will be “salesOrder”
//Create Email Activity
SDK.JScriptRESTDataOperations.Create(email, "Email", EmailCallBack, function (error) { alert(error.message); });
// Email Call Back function
function EmailCallBack(result) {
email = result; // Set the email to result to use it later in email attachment for retrieving activity Id
var activityPartyFrom = new Object();
// Set the From party of the ActivityParty to relate an entity with Email From field
activityPartyFrom.PartyId = {
Id: CustomerId, //"79EBDD26-FDBE-E311-8986-D89D6765B238", // id of entity you want to associate this activity with.
LogicalName: "contact"
// Set the "activity" of the ActivityParty
activityPartyFrom.ActivityId = {
Id: result.ActivityId,
LogicalName: "email"
// Now set the participation type that describes the role of the party on the activity).
activityPartyFrom.ParticipationTypeMask = { Value: 2 }; // 2 means ToRecipients
// Create the from ActivityParty for the email
SDK.JScriptRESTDataOperations.Create(activityPartyFrom, "ActivityParty", ActivityPartyFromCallBack, function (error) { alert(error.message); });
var activityPartyTo = new Object();
// Set the From party of the ActivityParty to relate an entity with Email From field
activityPartyTo.PartyId = {
Id: ownerID, //"79EBDD26-FDBE-E311-8986-D89D6765B238", // id of entity you want to associate this activity with.
LogicalName: "systemuser"
// Set the "activity" of the ActivityParty
activityPartyTo.ActivityId = {
Id: result.ActivityId,
LogicalName: "email"
// Now set the participation type that describes the role of the party on the activity).
activityPartyTo.ParticipationTypeMask = { Value: 1 }; // 1 means Sender
// Create the from ActivityParty
SDK.JScriptRESTDataOperations.Create(activityPartyTo, "ActivityParty", ActivityPartyToCallBack, function (error) { alert(error.message); });
//ActivityParty From Callback
function ActivityPartyFromCallBack(result) {
//ActivityParty To Callback
function ActivityPartyToCallBack(result) {
GetReportId('Quotation');
//Create attachment for the created email
function CreateEmailAttachment() {
//get reporting session and use the params to convert a report in PDF
var params = getReportingSession();
//Email attachment parameters
var activitymimeattachment = Object();
activitymimeattachment.ObjectId = Object();
activitymimeattachment.ObjectId.LogicalName = "email";
activitymimeattachment.ObjectId.Id = email.ActivityId;
activitymimeattachment.ObjectTypeCode = "email",
activitymimeattachment.Subject = "File Attachment";
activitymimeattachment.Body = encodePdf(params);
activitymimeattachment.FileName = "Report.pdf";
activitymimeattachment.MimeType = "application/pdf";
//Attachment call
SDK.JScriptRESTDataOperations.Create(activitymimeattachment, "ActivityMimeAttachment", ActivityMimeAttachmentCallBack, function (error) { alert(error.message); });
//ActivityMimeAttachment CallBack function
function ActivityMimeAttachmentCallBack(result) {
var features = "location=no,menubar=no,status=no,toolbar=no,resizable=yes";
var width = "800px";
var height = "600px";
window.open(Xrm.Page.context.getServerUrl() + "main.aspx?etc=" + 4202 + "&pagetype=entityrecord&id=" + email.ActivityId, "_blank", features);
// To open window which works in outlook and IE both
//openStdWin(Xrm.Page.context.getServerUrl() + "main.aspx?etc=" + 4202 + "&pagetype=entityrecord&id=" + email.ActivityId, "_blank", width, height, features);
//This method will get the reportId based on a report name that will be used in getReportingSession() function
function GetReportId(reportName) {
var oDataSetName = "ReportSet";
var columns = "ReportId";
var filter = "Name eq '" + reportName + "'";
retrieveMultiple(oDataSetName, columns, filter, onSuccess);
function retrieveMultiple(odataSetName, select, filter, successCallback) {
var serverUrl = Xrm.Page.context.getServerUrl();
var ODATA_ENDPOINT = "/XRMServices/2011/OrganizationData.svc";
var odataUri = serverUrl + ODATA_ENDPOINT + "/" + odataSetName + "?";
if (select) {
odataUri += "$select=" + select + "&";
if (filter) {
odataUri += "$filter=" + filter;
$.ajax({
type: "GET",
contentType: "application/json; charset=utf-8",
datatype: "json",
url: odataUri,
beforeSend: function (XMLHttpRequest) {
XMLHttpRequest.setRequestHeader("Accept", "application/json");
success: function (data) {
if (successCallback) {
if (data && data.d && data.d.results) {
successCallback(data.d.results);
else if (data && data.d) {
successCallback(data.d);
else {
successCallback(data);
error: function (XmlHttpRequest, errorThrown) {
if (XmlHttpRequest && XmlHttpRequest.responseText) {
alert("Error while retrieval ; Error – " + XmlHttpRequest.responseText);
function onSuccess(data) {
reportId = data[0].ReportId.replace('{', ").replace('}', ");
CreateEmailAttachment(); // Create Email Attachment
//Gets the report contents
function getReportingSession() {
var pth = Xrm.Page.context.getServerUrl() + "/CRMReports/rsviewer/reportviewer.aspx";
var retrieveEntityReq = new XMLHttpRequest();
var Id = Xrm.Page.data.entity.getId();
var quotationGUID = Id.replace('{', ""); //set this to selected quotation GUID
quotationGUID = quotationGUID.replace('}', "");
var reportName = "Quotation"; //set this to the report you are trying to download
var reportID = "7C39D18F-1DC6-E311-8986-D89D6765B238"; //set this to the guid of the report you are trying to download
var rptPathString = ""; //set this to the CRMF_Filtered parameter
var strParameterXML = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'><entity name='quote'><all-attributes /><filter type='and'><condition attribute='quoteid' operator='eq' uitype='quote' value='" + quotationGUID + "' /> </filter></entity></fetch>";
retrieveEntityReq.open("POST", pth, false);
retrieveEntityReq.setRequestHeader("Accept", "*/*");
retrieveEntityReq.setRequestHeader("Content-Type", "application/x-www-form-urlencoded");
rptPathString = "id=%7B" + reportID + "%7D&uniquename=" + Xrm.Page.context.getOrgUniqueName() + "&iscustomreport=true&reportnameonsrs=&reportName=" +
reportName + "&isScheduledReport=false&p:CRMAF_Filteredquote=" + strParameterXML;
//remove the part starting from &p:salesorderid if your report has no parameters
retrieveEntityReq.send(rptPathString);
var x = retrieveEntityReq.responseText.indexOf("ReportSession=");
var ret = new Array();
ret[0] = retrieveEntityReq.responseText.substr(x + 14, retrieveEntityReq.responseText.indexOf("&", x) - x - 14); //the session id
x = retrieveEntityReq.responseText.indexOf("ControlID=");
ret[1] = retrieveEntityReq.responseText.substr(x + 10, retrieveEntityReq.responseText.indexOf("&", x) - x - 10); //the control id
return ret;
var bdy = new Array();
var bdyLen = 0;
function concat2Bdy(x) {
bdy[bdyLen] = x;
bdyLen++;
function encodePdf(params) {
bdy = new Array();
bdyLen = 0;
var retrieveEntityReq = new XMLHttpRequest();
var pth = Xrm.Page.context.getServerUrl() + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + params[0] +
"&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + params[1] +
"&OpType=Export&FileName=Public&ContentDisposition=OnlyHtmlInline&Format=PDF";
retrieveEntityReq.open("GET", pth, false);
retrieveEntityReq.setRequestHeader("Accept", "*/*");
retrieveEntityReq.send();
BinaryToArray(retrieveEntityReq.responseBody);
return encode64(bdy);
var StringMaker = function () {
this.parts = [];
this.length = 0;
this.append = function (s) {
this.parts.push(s);
this.length += s.length;
this.prepend = function (s) {
this.parts.unshift(s);
this.length += s.length;
this.toString = function () {
return this.parts.join('');
var keyStr = "ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz0123456789+/=";
function encode64(input) {
var output = new StringMaker();
var chr1, chr2, chr3;
var enc1, enc2, enc3, enc4;
var i = 0;
while (i < input.length) {
chr1 = input[i++];
chr2 = input[i++];
chr3 = input[i++];
enc1 = chr1 >> 2;
enc2 = ((chr1 & 3) << 4) | (chr2 >> 4);
enc3 = ((chr2 & 15) << 2) | (chr3 >> 6);
enc4 = chr3 & 63;
if (isNaN(chr2)) {
enc3 = enc4 = 64;
} else if (isNaN(chr3)) {
enc4 = 64;
output.append(keyStr.charAt(enc1) + keyStr.charAt(enc2) + keyStr.charAt(enc3) + keyStr.charAt(enc4));
return output.toString();
</script>
<script type="text/vbscript">
Function BinaryToArray(Binary)
Dim i
ReDim byteArray(LenB(Binary))
For i = 1 To LenB(Binary)
byteArray(i-1) = AscB(MidB(Binary, i, 1))
concat2Bdy(AscB(MidB(Binary, i, 1)))
Next
BinaryToArray = byteArray
End Function
</script>
</head>
<body>
<input type="button" onclick="CreateEmail();" value="Attach Report" />
</body>
</html>
Thank you,
Mittal.

CRM 2013 online - deploy a 2015 solution package to crm 2013

Hi,
We have staging online CRM upgraded to 2015 already, however, the prod CRM still stays in version 2013 during this transition time. We developed some functions in staging CRM, such as new attributes, web resources, workflows, etc, and packaged
them into a solution. When we imported the solution to production(2013), we had the error saying '...invalid XML in package...'. Is there any way to fix it? Thanks.

Hello,
So if I have got it right, you want to export your solution from CRM 2015 to CRM 2013 which is your production. Unfortunately you cant do this as any solution exported from a newer version of Microsoft Dynamics CRM (which is crm 2015 in your case)
cannot be imported into an older version of Microsoft Dynamics CRM (which is CRM 2013 in your case).
You can also refer the following link for more information:-
https://msdn.microsoft.com/en-us/library/gg328109.aspx?f=255&MSPPError=-2147217396
Regards, Abhishek Bakshi If you find this post helpful then please Vote as Helpful and Mark As Answer. Check my blog on https://mydynamicscrmblog.wordpress.com/

Import Fail crm 2011 to crm 2013 Legacy component issue

Hi All
We are getting issues during organization import from crm 2011 to crm 2013 , the error is
"We have detected the presence of legacy component(s) during upgrade, these components are not supported in Dynamics CRM 2013. Please refer to upgrade log file C:\Users\Administrator\AppData\Roaming\Microsoft\MSCRM\Logs\LegacyFeatureCheck.xml
for more information."
when we check log file it shows the error "ISV folder under CRM Website contains one or more files"
Even we removed everything from ISV folder , Iframe urls from app , solution which is using ISV urls ,plugins and custom workflows but still the error is same
Please help to resolve this issue .
Thank you
Sharique

Hi,
Please refer below blog having details about "Removal of the 2007 Endpoint and Legacy Features"
http://blog.simonjackson.info/2013/07/whats-changing-in-crm-2013-from-sdk.html
The following legacy Microsoft Dynamics CRM 4.0 features will be removed or will no longer be supported in the next major product release:
ISV folder support for custom web applications
Microsoft Dynamics CRM 4.0 plug-ins
Microsoft Dynamics CRM 4.0 client-side scripting
Microsoft Dynamics CRM 4.0 custom workflow activities
Also you can download a tool that can detect legacy feature on your server
http://go.microsoft.com/fwlink/p/?LinkID=309565
Entire documentation is available at below article.
http://msdn.microsoft.com/en-us/library/dn281891.aspx
Hope this helps.
Ajay Chawla

What is the best way for email processing setup on CRM 2013 (on- premises) Set up?

We need to notify customers via CRM 2013 for some activities.
I searched regarding email processing set up, and i found two options:
1. via outlook
2. Via Exchange Server.
Tried through email router (exchange server), but it requires exchange online or SMTP for outgoing profile.
I do have exchange on premise setup, I am not sure about SMTP option.
My queries are:
> Can we configure Exchange server to work as Exchange Online?
> what other option, I can try for email Processing?
looking for your suggestions...
Thanks in advance!

If you have Exchange onPremise, then you should be able to use the email router or server side sync in combination with CRM workflows (to generate the email). This is a fairly common scenario. You do not need Exchange Online.
http://technet.microsoft.com/en-us/library/dn531109(v=crm.6).aspx
http://technet.microsoft.com/en-us/library/dn531050(v=crm.6).aspx
http://www.microsoft.com/en-us/download/details.aspx?id=40342
Regards, Donna

Dynamically Populated Option Sets in CRM 2013

Hello,
In my solution, I have an entity with an option set attribute that has no option values by default. A script in the entity form handles the population of the option set dropdown via .addOption. The displayed value of the attribute shows blank or "--"
(for CRM 2013). The expected behavior is that when the user selects an item in the dropdown, the field value changes and then displays the selected value. Another attribute (single line of text) then gets that value for later use. This works just fine in CRM
2011.
However, in CRM 2013, selecting a value in the dropdown does not change the displayed value of the field. Putting focus again on the dropdown shows that the default value (blank) is selected (or nothing is selected).
I tried to modify the field value using Xrm.Page/Entity and even JQuery directly on elements to at least to display the selected text, change some attributes, etc. None of this works. It should be noted that when attaching a "change" handler in
JQuery to the dropdown, it fires. When specifying a change handler for the field in the form properties, it does not fire.
I have another idea involving creating a workflow that runs periodically or another server process/plugin to dynamically populate a global option set, and then point my entity's option set attribute to that option set. If you're wondering why a workflow,
the attribute is supposed to be a list of all existing entity names in the current default solution. If for some reason entities are added/removed from the solution, my option set needs to be brought up-to-date.
Before going down this road, I'm wondering if any of you have encountered this and how you got around it.
Thanks!

Hello Mahender
As Rod mentioned in his query, the option set attribute is supposed to be a list of all existing entity names in the current CRM organization . If for some reason entities are added/removed from the organization, the option set needs to be updated.
Hence we created a blank option set attribute. Now, OnLoad of the form, we populate the option set using .addOption() method. This populates the option set, but on selection change, attribute's OnChange() is not getting triggered and also, the selected value
is not visible on form.
Below is an example of what we are trying to achieve
http://www.powerobjects.com/blog/2012/01/25/microsoft-dynamics-crm-and-dynamic-option-sets/
I hope I am able to explain my query in detail here.
Any help is appreciated.
Thanks,
Bhavika Patel

Does JQuery DataTable work for CRM 2013 online?

Hi,
In CRM 2013 online, I am embedding a html WebResource to display a JQuery DataTable object in Account form. The JQuery DataTable queries an external database thru its restful API. Somehow, the DataTable does not display data in
Account form. My first question is: does JQuery DataTable work with CRM online?

Hi, Polat-
Thanks for your relay. I am using JQuery DataTable ajax object to fill the html table. It does not get data from service API. It always goes to the error block. What went wrong? Thanks.
var oData = null;
               // Perform a synchronous oData retrieve
               $(document).ready(function() {
                       $('#example').dataTable( {
                           "ajax": {
                                  "type": "POST",
                                  "url": oDataSelect,
                                  "data": oData,
                                  "beforeSend": function (XMLHttpRequest) {
                                      XMLHttpRequest.setRequestHeader("Accept",
"application/json");
                                      // generate base 64 string from username
+ password
                                      XMLHttpRequest.setRequestHeader("Authorization",
"Basic " + Base64.encode("xxxxxxxxxxx"));
                                  "success": function (oData, textStatus, XmlHttpRequest)
                                        alert('OData Select Succeeded:
' + oDataSelect);
                                  "error": function (XmlHttpRequest, textStatus, errorThrown)
                                      alert('OData Select Failed: ' +
oDataSelect);
                           "columns": [
                                  { "title": "Name" },
                                  { "title": "Position" },
                                  { "title": "Office" },
                                  { "title": "Extn." },
                                  { "title": "Start date" },
                                  { "title": "Salary" }

CRM 2013: missing conversion of activities to campaign responses

Hi!
Recently we upgraded from CRM 2011 to 2013 and now I am looking for a functionality, which I am quite sure was there in 2011: in a campaign I can distribute a campaign activity and get a number of activities of a certain type depending on the channel I selected
in the campaign activity (e.g. phone call). When I now process these activities and call the potential customers, I want to track their responses in CRM using the campaign response entity. But what I am missing now is a way to directly convert the activity
into a campaign response. I seem to remember that there was a button for this in CRM 2011, but I can't find this button in CRM 2013. Does anybody now abaout this?
Best regards
Daniel

Vasavi,
Thanks for your reply! You mean I can NOT convert a phone call to a campaign response? But why?
You are right regarding the activity with 'letter' as channel, I can promote that to a response.
Is there no way to activate this same functionality for phone calls? I am quite sure that it worked in CRM 2011. Is there someone at Microsoft randomly picking functions and deactivating them for new releases? I can't see any logical reason why one should
not promote a phone call to a response - I call people and most of them give me responses...
Regards
Daniel

Impersonation using javascript in MS CRM 2013

Could it be possible to retrieve records on behalf of another user in MS CRM 2013/2015 using javascript. Is there any way to use ActOnBehalfOf privilege using javascript?

Hi,
This would not be possible from JavaScript due to security reasons I would think. I would write a custom workflow activity / custom action / custom plug-in for this as this code sits on server side and not client side for this.
Hope this helps.
Minal Dahiya
blog : http://minaldahiya.blogspot.com.au/
If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

CRM 2013: Updating a Entity form from WFA plugin

I have created a dll (build with C# code) and registered it through the plugin registration tool on to my CRM.
I am using this plugin (dll) as the first step of an Work Flow (Process) for "on create". The plugin is getting value for one of the fields (attributes) from another system - which is working fine. Because I can see the field populated when
I hit refresh on the page. But I was wondering if there is a way where I can refresh the whole entity form right from the dll (C# code) or from the work flow - so that, the user does not have to hit refresh.
Thanks
Hasib
Hasibur Rahman

I would take a
look at Xrm.Page.data.refresh(). It sounds like just what you are trying to do. I'm not entirely clear if you are using a plugin or a custom workflow activity, but another option is to run the workflow as synchronous and then the user will see
any updates your workflow makes without needing to refresh (easy).
If this answer was helpful, please mark as answered.

CRM 2013 Online - sending email with CRM Online and jQuery

Hi,
I have a html page in webresource in a CRM 2013 Online form. There is a button to send an e-mail from the html page. Because this is an embedded html, I will not be able to create a plug-in to trigger 'send an e-mail'. The best bet
is to send an e-mail via javascript.
I found an article about 'Sending email with SharePoint and jQuery',
http://geekswithblogs.net/ThorvaldBoe/archive/2014/07/03/sending-email-with-sharepoint-and-jquery.aspx
Is there a similar Jquery way we can send e-mail from CRM 2013 Online? Thanks.

Hello,
Actually you can send email through plugin using Actions feature. Recheck my articles about the feature -
http://a33ik.blogspot.com/search/label/Action
In case you anyway want to send your email directly you should recheck following articles:
http://mileyja.blogspot.com/2012/02/create-email-activity-in-microsoft.html
http://mileyja.blogspot.com/2012/02/send-email-synchronously-in-microsoft.html
Dynamics CRM MVP/ Technical Evangelist at
SlickData LLC
My blog

Display notification in Homepage of CRM 2013

Hi,
How can we display any notification to user in homepage of CRM 2013.
Thanks,
Silky

Hi Silky,
You can do it using Workflow to Create a New Activity Feed Post, which can be shown on User's Dashboard. You can refer the following post on how to create this.
https://community.dynamics.com/crm/b/dynamics_universitycrm/archive/2013/05/13/using-workflow-to-create-a-new-activity-feed-post.aspx
Hope this helps!
Regards, Abhishek Bakshi If you find this post helpful then please Vote as Helpful and Mark As Answer. Check my blog on https://mydynamicscrmblog.wordpress.com/

CRM 2013 - Convert Async workflow to Synchronous

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