CRM Funcionality

CRM Functionality
The CRM solution I'm working on, needs to offer a full and follow up control over customer requests.
It needs to have control of,
Global response time,
One or multiple responsible persons involved to attend it,
Different phases and timing between phases, to attend it,
Alert notifications in delay cases.
Could anybody please tell me which CRM functionality make it possible?
At the moment we have been using: Activities and Workflows, with their particular limitations.
Thanks a lot.
Atte. Jesús Pizano
CRM Consultor

Hello Experts,
Can someone help me with above issue? I really need a insight to do something here.
Thanks in advance!
Rgds,
Amanda

Similar Messages

New funcionality to Marketing Calendar CRM UI

Hi Gurus!!
I'm working with the "Marketing Calendar" in the UI (CRM 7.0) and I need to know if it is possible to
modify the marketing calendar applet.
I have tried to customize the marketing calendar (SPRO) but we require additional
functionality that is not covered by customizing and I have the next questions:
Can I modify the marketing calendar applet to include new functionality?
in other hand...
How Can I include new functionality in the marketing calendar applet?
Thanks in advance,
Oscar R.
Edited by: OSCAR REQUEZ VIVAS on Apr 21, 2010 5:43 AM

Hi,
First , check for the marketing business role for your user.
In Spro - goto CRM - UI Framework - Business roles - Define Business Role
Select MARKETINGPRO and double click on Adjust Workcenters, check for CT_CALENDR and then select it and double click on
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Let me know if you require any other info.
Thanks,
Satish

Functional document of CRM-PCUI application

Hi,
    I have CRM installed in my system.But want to know more functional details of the
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   Earlier i worked on a cproject(PLM) suite.I had
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Sorry but I think this kind of documentation does not exist. However, the applications funcionality is the same (almost all) that in SAP GUI environment.
If you find some similar documents that you're saying plese send me to [email protected] Thanks
Regards
Message was edited by: Javier Merino Vivar

BAPI activeX con SAP CRM

¿Alguien tiene un ejemplo de como hacer una actividad en SAP CRM con las BAPI activex?.
Más concretamente necesitaría saber cuales son los parámetros que se le pasa al método createmultiple cuando se llama desde otro lenguaje a través de activex.
Un ejemplo seria algo así:
bo_sap = iole_bapi.GetSAPObject("ActivityCRM")
oheader = iole_bapi.DimAs(bo_sap,"CreateMultiple","HEADER")
oheader.Rows.Add()
oheader.Value(1,"CATEGORY", "101")
oheader.Value(1,"PROCESS_TYPE", "Z009")
oheader.Value(1,"DESCRIPTION", "JJ")
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En este último método es donde no me funciona porque no conozco los parámetros que lleva.
Gracias por adelantado

RM_MKTPL_BAPI                 CRM Marketing Planning BAPIs,BOR Methods
API_TRADE_ELMT_EXIST_CHECK    Marketing Planning - Check Existence of Trade Element
API_TRADE_EXISTENCE_CHECK     Marketing Planning - Check Existence of Trade
BAPI_CAMPAIGN_ELMT_EXIST_CHECK
BAPI_CAMPAIGN_EXISTENCE_CHECK
BAPI_CAMPGN_OBJECT_EXIST_CHECK
BAPI_DEAL_EXISTENCE_CHECK
BAPI_MKTPL_PROD_ASSIGN_CREATE
BAPI_MKTPL_PROD_ASSIGN_DELETE
BAPI_MKTPL_PROD_ASSIGN_READ
BAPI_MKT_PLAN_ELMT_EXIST_CHECK
BAPI_MKT_PLAN_EXISTENCE_CHECK
BAPI_UPD_TSPEND_REBATE_STAT
BAPI_TRADE_EXISTENCE_CHECK
BAPI_TRADE_ELMT_EXIST_CHECK
BAPI_MKT_PLAN_EXISTENCE_CHECK
Pl.Reward points...

Integracion servidor simbra con outlook CRM

Buenas tardes,
Tenemos un proyecto que va a pas pasar a el correo Zimbra de VMware,
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Quedo atenta a su respuesta,
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CRM - BAPI - Hand held

Hola Colegas!
Perdón por la molestia, pero necesitaba consultarles lo siguiente, a ver si me pueden dar una pequeña orientación.
Tengo que llevar datos de una Hand held al CRM y viceversa. Entonces:
UNO
Me pidieron relevar y hacer una especificación funcional con los datos de los interlocutores comeciales (Transacción BP) solapas de Dirección, Marketing e Industria Farmacológica.
La 1er solapa la saqué con ayuda de las tablas BT000. Pero no logro lo propio con las de marketing: Siempre son estructuras... Las de industria me pasa lo mismo.
DOS
En la Trx. CRM_MKTGPL - Planificador de marketing también debería levantar los datos de estas pantallas. Solapas de: Datos básicos, con su Status, Notas, canales, Segmentos, Productos, y Campos Adicionales.
TRES
Finalmente, con los datos de la Hand Held, actualizar la transacción S_AE2_89000019
Actividad, fechas, detalles, interlcutor, etc, etc.
Lo que pude saber es que existirían unas BAPIs que pudieran resolver estas cuestiones...
No sé, que me recomiendan??
Gracias y un abrazo!
Saludos!
Robert

Hi Rajesh
See this video...
https://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/204fc387-6646-2a10-99b7-bba030bc3f68
Regards
Vidyadhar

WM Service Orders Replication to CRM Service Orders

Hi, is possible to replicate Work Management Service Orders from R/3 to CRM Service Orders? Is this a standard funcionality?
Regards.

Hi Fernando,
The service orders of R/3 (the one created using tcode: IW31 or IW34) cannot be replicated to CRM as part of the standard.
Regards,
Shalini Chauhan

BADI for changing fields during Creation of BP in CRM

Hello to everyone,
I need to find a BADI (or other way) to default several fields during BP creation in CRM (4.0 SR1 SP9). The fields I will like to set are TAX TYPE, TAX NUMBER, TAX CATEGORY, etc.. I have found the BADI BUPA_TAX_UPDATE but i dont see any suitable parameters (structures) to changes these fields. Please advice and thanks in advance.

Hi
If you use function BUPA_NUMBERS_GET then your BP number will already be buffered and you can avoid a DB read. It may also be that the BP is not in the DB yet anyway.
You can only pass one GUID in at a time - loop through IT_CHANGED_INSTANCES into a variable of type BU_PARTNER_GUID and pass that into the function as input parameter IV_PARTNER_GUID.
Cheers
Dom

Refresh CRM data in R/3 report

Hi All,
I've a report in R/3 where i get the Order Status of CRM through a RFC, but when i'm changing the status in CRM through crmd_order, when the report is open in R/3. When i press the refresh button, the status is not changed, it shows the previous status.
Below is the code, can any1 help me how to go about
CALL FUNCTION 'CRM0_READ_RFC_DEST'
    EXPORTING
     i_consumer             = 'CRM'
      i_download_type       = '*'
      i_objname             = '*'
I_BAPICRMDH2          =
I_REM_LOGSYS          =
    TABLES
      t_crmrfcpar           = t_crmrfcpar
EXCEPTIONS
NO_ENTRY_FOUND        = 1
OTHERS                = 2
IF sy-subrc <> 0.
MESSAGE ID SY-MSGID TYPE SY-MSGTY NUMBER SY-MSGNO
        WITH SY-MSGV1 SY-MSGV2 SY-MSGV3 SY-MSGV4.
ENDIF.
IF NOT t_crmrfcpar[] IS INITIAL.
    READ TABLE t_crmrfcpar INDEX 1.
    l_rfcdst = t_crmrfcpar-rfcdest.
ENDIF.
Call RFC
*loop at z_guid into lguid.
*endloop.
*refresh ZORDER_STATUS.
CALL FUNCTION 'ZCRM_HEADER_STATUS'
DESTINATION l_rfcdst
IMPORTING
      ORDER_IDRET       =   l_guid
tables
      ORD_STATUS        = ZORDER_STATUS
Regards
Sanju

any body?

Installation of IPC AP 7.0 Jar is getting Failed when uploading in CRM

Hello Experts,
we did some changes in the previosly uploded version of IPC AP 7.0 customer user exit Jar file in eclipse.
While uploading the new modified jar through transaction /SAPCND/UE_DEV in CRM we are getting error :" installation of module <Jar file name > has failed ".
when we checked the logs in SM 53 we seen the below mentioned error:
Message: Exception of type com.sap.sql.log.OpenSQLException caught: Exception of type com.sap.sql.sqlparser.CommonSQLParserException: - statement "DELETE FROM "SVMCRT_MOD_TR_T" WHERE "MODULE_NAME" LIKE ? ESCAPE ^ (reason: Modification of ABAP tables is not permit ted)" is not supported
caught: - statement "DELETE FROM "SVMCRT_MOD_TR_T" WHERE "MODULE_NAME" LIKE ? ESCAPE ^ (reason: Modification of ABAP tables is not permitted)" is not supported
--> com.sap.sql.log.OpenSQLException: Exception of type com.sap.sql.sqlparser.CommonSQLParserException: - statement "DELETE FROM "SVMCRT_MOD_TR_T" WHERE "MODULE_NAME" LIKE ? ESCAPE '^' (reason: Modification of ABAP tables is n" is not suppor ted
caught: - statement "DELETE FROM "SVMCRT_MOD_TR_T" WHERE "MODULE_NAME" LIKE ? ESCAPE '^' (reason: Modification of ABAP tables is not permitted)" is not supported
at com.sap.sql.log.Syslog.createAndLogOpenSQLException(Ljava/lang/Class;Ljava/lang/String;[Ljava/lang/Object;)Lcom/sap/sql/log/OpenSQLException;(Syslog.java:85)
at
if required i can post the complete stack trace.
any inputs/suggestions are most welcome.
Thanks & regards,
Siddharth

Hi Mark,
Yesterday after Posting the thread we found the same Note ,Issue occured because of JAVA write access was not enabled on the table ,After enabling it as mentioned in SAP Note, Jar file get successfully uploaded.
Thanks for your Help also.
Regards,
Siddharth

Custom message required on log on pop-up in SAP CRM WEB UI

We required custom message to the log- on popup, right now the message is coming after we give the user ID and password "starting SAP CRM" instead of that
user required welcome message.., how can achieve this ?
Please reply as soon as possible.

Hi Pankaj,
did you already check the guide in the CRM Wiki:
https://wiki.sdn.sap.com/wiki/display/CRM/WelcomeUserMessageinWeb+UI
Hope this answers your question.
Best Regards,
Michael

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.

Follow up transaction in CRM

Hi All,
I want to create an Order in CRM with reference to the Standard Order (which is created in ECC and replicated from ECC to CRM).
When I open the Transaction (which is created in ECC and replicated from ECC to CRM).
in CRM and clikc on follow up I am not able to create the follow up transaction.
The follow up transaction is in display mode.
Can anybody give me inputs in this regard? where is wrong
Will award the points for the helpful answer.
Regards,
-Rahul.

Hi Shalini,
The document is replicated from ECC to CRM without any errors.
For this document I just want to create follow up transaction in CRM.(I dont want to change the document in CRM)
The follow up transaction is in display mode. this is my problem.
Hi Rekha:
I have done following setting in CRM to create follow up transaction in CRM for the document which is replicated from ECC to CRM.
1)     Defined the Copying Control for Transaction type
2)     Defined Copying Control for Item categories
3)     Defined Item category determination when copying
Thanks in advance,
Regards,
-Rahul.

How to Delete the condition record in CRM

HI,
Can you please help me how to delete the condition record from condition table in CRM.
Please explain the usage of FM CRMXIF_CONDITION_SEL_DELETE with examples.
I have also read the documention of the function module. How to use this FM for custom defined condition table.
(this is the code given in Documentation)
DATA-OBJECT_REPRESENTATION         = 'E'
DATA-SEL_OPT-CT_APPLICATION              = 'CRM'
DATA-SEL_OPT-OBJECT_TASK                    = 'D'
DATA-SEL_OPT-RANGE-FIELDNAME        = 'PRODUCT_ID'
DATA-SEL_OPT-RANGE-R_SIGN                  = 'I'    (Including)
DATA-SEL_OPT-RANGE-R_OPTION           = 'EQ'
DATA-SEL_OPT-RANGE-R_VALUE_LOW = 'PROD_1'
Thanks
Shankar

Hi Shankar,
I am using the same CRMXIF_CONDITION_SEL_DELETE function module to delete condition record present in CRM.
But it is giving me below error in the return table of the FM after i run the program. Can you please correct me if I am doing any thing wrong?
Error in lt_return: SMW3     CND_MAST_SEL_DEL_EXT_VALIDATE     CND_M_SD
code:
ls_range-fieldname = 'PRODUCT_ID''.
ls_range-R_SIGN = 'I'.
ls_range-R_OPTION = 'EQ'.
ls_range-R_VALUE_LOW = '123456'.
APPEND ls_range TO lt_range.
MOVE lt_range TO ls_entry-SEL_OPT-range.
ls_data-SEL_OPT-object_task = 'D'.
ls_data-SEL_OPT-ct_application = 'CRM'.
ls_data-object_representation = 'E'.
CALL FUNCTION 'CRMXIF_CONDITION_SEL_DELETE'
EXPORTING
    DATA          = ls_date
IMPORTING
   RETURN        = lt_return
CALL FUNCTION 'BAPI_TRANSACTION_COMMIT'
IMPORTING
    return = lt_ret.
Edited by: Saravanaprasad Nadar on Jul 7, 2010 1:27 AM

How to get a Custom View in CRM 2007

Hi,
I have created a new view (SrvTLocation) and I want to replace Service Level Agreements view with the SrvTLocation.
In the old version, I followed this approach to get the location view
1. Add SrvTLocation to the SrvTViewSet under the view area "SrvTActionSLA".
2. Redefine the method "DO_REPLACE_INITIAL_VIEW" of the controller class of "SrvTViewSet", so that it will replace the "SrvTSLA" with "SrvTLocation"
I dont know how to do it in the new system.
Please advice me. I will reward points.
Sreekanth

Hi Sreekanth
Have you checked the new CRM 2007 Cookbook.
I believe it's available from SAP Marketplace. Haven't checked myself but do believe it's there.
Regards
Arden
Reward with points if helpful

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