CRM HELP Online???

Dear all,
I want to download CRM Help Library from the internet.
Can Any body guide me how can i download it?
Regards,
Jayesh Patel

Hi Jayesh,
if you have a very good Internet Conneciton you could try to download it with the Tool: HTTRACK avaliable for free at http://www.httrack.com/. But you should better look for a CRM Documentation DVD.
Regards
Gregor

Similar Messages

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.

Email Template Issue in MS CRM 2015 Online

Hi,
We recently upgraded the CRM form 2011 on premise to MS CRM 2015 online.
We are facing the issue in Email Templates navigation in MS CRM 2015 online version as mentioned below.
SETTINGS-->TEMPLATES-->Email Templates getting the following error message.
I have deleted all the email templates in DEV instance but still this error occurred.
Please help how to resolve this issue. Its very urgent.
Yadav

Hi,
Please let me know if anybody aware of this issue.
Yadav

Configure SMTP server profile on CRM 2015 online

Hi,
I am trying to get the CRM mail router to work with CRM 2015 online.
I use smtp.org.com as the address, but I get this error: '
Unsupported Email server. The specified email server location isn't supported by server side synchronization. Specify a valid server location to connect to the supported email server and try again.
I read online that MS CRM 2015 supports POP3/SMTP mail servers, so why this error?

Hello,
Try looking for the specific error in the CRM Trace folder.
To enable tracing, please read
this post.
Cornel Croitoriu - Senior Software Developer
If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

Unable to register custom workflow activity on MS CRM 2015 Online

Hi All,
I am trying to register custom workflow activity using plugin registration tool on MS CRM 2015 Online.
Error says that 'No Plugin have been selected from list. Please select atleast one and try again'
In short my assembly is not considered as custom workflow activity.
I am giving my code let me know, If any thing is wrong.
using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Activities;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Workflow;
namespace Training.SamplePlugin
public class SampleCustomworkflow : CodeActivity
[Input("Birthday")]
public InArgument<DateTime> BirthDate { get; set; }
[Output("NextBirthday")]
public OutArgument<DateTime> NextBirthDay { get; set; }
protected override void Execute(CodeActivityContext executionContext)
//Create the tracing service
ITracingService tracingService = executionContext.GetExtension<ITracingService>();
//Create the context
IWorkflowContext context = executionContext.GetExtension<IWorkflowContext>();
IOrganizationServiceFactory serviceFactory = executionContext.GetExtension<IOrganizationServiceFactory>();
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
if (context.PrimaryEntityName.ToLowerInvariant() == "contact")
DateTime birthDate = BirthDate.Get<DateTime>(executionContext);
DateTime nextBirthDate = new DateTime(DateTime.Now.AddYears(1).Year, birthDate.Month, birthDate.Day);
//NextBirthDay.Set(executionContext, nextBirthDate);
Entity newContact = new Entity();
newContact.LogicalName = "contact";
newContact.Id = context.PrimaryEntityId;
newContact["new_nextbirthday"] = nextBirthDate;
service.Update(newContact);
If code is correct then has somebody faced this kind of issue earlier, what is resolution.
Thanks
Apurv

Have your signed your assembly ??
Microsoft Dynamics CRM Training|Our Blog |
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Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

How to improve performance for bulk data load in Dynamics CRM 2013 Online

Hi all,
We need to bulk update (or create) contacts into Dynamics CRM 2013 online every night due to data updated from another external data source. The data size is around 100,000 and the data loading duration was around 6 hours.
We are already using ExecuteMultiple web services to handle the integration, however, the 6 hours integraton duration is still not acceptable and we are seeking for any advise for further improvement.
Any help is highly appreciated. Many thanks.
Gary

I think Andrii's referring to running multiple threads in parallel (see
http://www.mscrmuk.blogspot.co.uk/2012/02/data-migration-performance-to-crm.html - it's a bit dated, but should still be relevant).
Microsoft do have some throttling limits applied in Crm Online, and it is worth contacting them to see if you can get those raised.
100 000 records per night seems a large number. Are all these records new or updated records, or are there some that are unchanged, in which case you could filter them out before uploading ? Or are there useful ways to summarise the data before loading
Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

What happens if I don't approve Update to CRM 2015 Online

Hi there
Can anyone help me with this simple question?
What happens if I don't approve the automatic Upgrade to CRM 2015 Online?
Blogs tell me, that the Org is not being updated. That's ok, but what are my options afterwards?
Let's say I let the automatic Update pass by not approving it and in 10 month I would still like to get the upgrade. Can I still get an automatic upgrade at a later point of time?
Thanks for your help.
I posted the same question here: https://community.dynamics.com/crm/f/117/t/152185.aspx
but received no reasonable feedback.

Hi Tobi,
I don't know what you mean for "reasonable feedback", but as I wrote in the other post, at a certain post you will not able to delay the upgrade and your instance will be updated automatically to CRM 2015. And as the other user wrote, the deadline
is end of June of this year.
My blog: www.crmanswers.net -
Rockstar 365 Profile

Downloadable CRM help documentation

hi,
Do let me know if you have any downloadable CRM help documentation. I had spotted the online links that you have.
Please do let me know if you have material uploaded.
Thanks

Hello,
the distribution, participation in distributing or otherwise sending of this material is against the law. The material you are requesting is copyrighted material and available ONLY to customers of SAP. If you need such documents from the SAP Service Marketplace then you must have 'S' user ID and login yourself to retrieve this material. If you do not have a 'S' user ID then you should contact your own internal company groups responsible and request one or request them to retrieve the document for you.
By participating and sending such documents you are at risk for legal action and a removal of your account here on SDN and BPX.
DO NOT send material via email such as this! Further ations will result in officials within your company and your SAP Sales Account being notified and could result in legal action against you as an individual.
Regard,
Gerhard
Moderator

CRM 2015 online instance

Dear Friends ,
I have subscribed for CRM 15 online.
When i logged in for first time , i found Sales module is missing and dash boards say that I have no privilege.
I should be sys admin for my subscription instance , isnt it ?
Thanks,
Naveen

Not necessarily. I have heard reports from others that the subscribing user is not automatically given sys admin role any more, you have to modify that in the O365 admin panel.
Hope this helps.
Adam Vero, Microsoft Certified Trainer | Microsoft Community Contributor 2011
UK CRM Guru Blog

Microsoft Dynamics CRM 2015 online (AD requirements)

Hi all,
we are currently looking to setup a CRM 2015 online environment.
I tried looking in the Technet articles but couldn't find an answer.
Do we need to forsee Active directory groups (such as PrivUserGroup, SQLAccessGroup,...) like we do for the On premise version?
And do we need to give a license, or does this come with the Office 365 license?
Any help would be highly appreciated.
Regards,

Got a call from MS support, its across the entire service. They are working hard to fix meanwhile they provided a work around I am not sure if it will work for everyone but
https://ORGNAME--s.crm4.dynamics.com worked for me. Or variations where --d becomes --s
so that is the normal url https://ORGNAME.crm4.dynamics.com/ you take the orgname and add --d or --s followed by crm4.dynamics.com
Only works in IE
teach a man to fish ... etcetera

Connect To Microsoft Dynamics CRM 2011 Online From Windows Azure Hosted Website

Hi
I have hosted a asp.net website on Windows Azure and trying to connect to Microsoft Dynamics CRM 2011 Online. But I am getting below error:
The data protection operation was unsuccessful. This may have been caused by not having the user profile loaded for the current thread's user context, which may be the case when the thread is impersonating.
Error Source =    at System.Security.Cryptography.ProtectedData.Protect(Byte[] userData, Byte[] optionalEntropy, DataProtectionScope scope)
   at Microsoft.Crm.Services.Utility.DeviceUserName.Encrypt(String value) in c:\DWASFiles\sites\mfs\VirtualDirectory0\site\wwwroot\App_Code\DeviceidManager.cs:line 869
   at Microsoft.Crm.Services.Utility.DeviceUserName.UpdateCredentials(String encryptedValue, String decryptedValue) in c:\DWASFiles\sites\mfs\VirtualDirectory0\site\wwwroot\App_Code\DeviceidManager.cs:line 840
   at Microsoft.Crm.Services.Utility.DeviceUserName.set_DecryptedPassword(String value) in c:\DWASFiles\sites\mfs\VirtualDirectory0\site\wwwroot\App_Code\DeviceidManager.cs:line 796
   at Microsoft.Crm.Services.Utility.DeviceIdManager.GenerateDeviceUserName() in c:\DWASFiles\sites\mfs\VirtualDirectory0\site\wwwroot\App_Code\DeviceidManager.cs:line 390
   at Microsoft.Crm.Services.Utility.DeviceIdManager.RegisterDevice(Guid applicationId, Uri issuerUri, String deviceName, String devicePassword) in c:\DWASFiles\sites\mfs\VirtualDirectory0\site\wwwroot\App_Code\DeviceidManager.cs:line 185
   at Microsoft.Crm.Services.Utility.DeviceIdManager.LoadOrRegisterDevice(Uri issuerUri, String deviceName, String devicePassword) in c:\DWASFiles\sites\mfs\VirtualDirectory0\site\wwwroot\App_Code\DeviceidManager.cs:line 109
   at Microsoft.Crm.Services.Utility.DeviceIdManager.LoadOrRegisterDevice(Uri issuerUri) in c:\DWASFiles\sites\mfs\VirtualDirectory0\site\wwwroot\App_Code\DeviceidManager.cs:line 92
   at Microsoft.Crm.Services.Utility.DeviceIdManager.LoadOrRegisterDevice() in c:\DWASFiles\sites\mfs\VirtualDirectory0\site\wwwroot\App_Code\DeviceidManager.cs:line 70
   at ServerConnection.ConnectToCRM() in c:\DWASFiles\sites\mfs\VirtualDirectory0\site\wwwroot\App_Code\CrmService.cs:line 56
Can someone help me on this?
Thanks Chandrabhanu

Hi
DeviceidManager.cs was causing the problem. I used simple codes and it worked.
string CrmConnection crmConnection = CrmConnection.Parse("Url=" + crmserver + "; Username=" + username + "; Password=" + password + ";");
OrganizationService serviceProxy = new OrganizationService(crmConnection);
Thanks Chandrabhanu

How can i install mac os when i already erased my hard disk and no way to go back to my mac i'm in did erased by conrol key r then i can't do anything i have four choices restore back up,reinstall ,get help online here where i'm using the broswer and disk

when i tried to reinstall from that option and i entered my apple id it says that i need apple id that was used to purchase lion,
i have no cd for that when i bought it.i am using macbook pro.
i can's use my mac anymore i am using it by clicking on control and key R when i on then i use get help online to get help like now.
i have no back up too.
what can i do in this situaion .

Try CMD+R. That will restore the latest version you were running.

I cannot able able to start my macbook and then i started my mac in a recovery mode now mac os X utility window opens with 4 options 1. Restore From Time Machine Backup 2. Reinstall Mac OSX 3. Get Help Online 4. Disk Utility if i try to restore my mac wit

i cannot able able to start my macbook and then i started my mac in a recovery mode now mac os X utility window opens with 4 options 1. Restore From Time Machine Backup 2. Reinstall Mac OSX 3. Get Help Online 4. Disk Utility if i try to restore my mac with time machine no option appears if i reinstall from Mac OSX error comes and cannot able to recover from disk utility please help how can i reinstall mac OSX

Guitar21,
your MacBook Pro has booted into its Recovery mode. From the OS X Utilities menu, select Disk Utility. On the left-hand side of the Disk Utility window, select your internal disk’s boot partition (typically called “Macintosh HD”). On the right-hand side, press the Verify Disk button if it’s not greyed out; if it is greyed out, or if it reports that errors were found, press the Repair Disk button. Once the verification/repair is completed, exit Disk Utility and select Restart from the Apple menu to restart in normal mode. Does it get to the login screen now?

CRM 2015 Online, E-mail router performs so slow

Hi,
We are testing staging CRM 2015 Online. Email router for 2015 is installed in an online Windows 2012 server. We set Polling Period(seconds) 60 in Email Router Configuration Manager. However, when I send an e-mail, it takes
more than 20 minutes for the e-mail to arrive in my Gmail Inbox. Checking System Jobs and views regarding sent e-mail, all indicates that the e-mail was sent instantly. What shall I do to improve the Email Router performance? Thanks.

Why are you using the email router if your Exchange Server is also Online? Dynamics CRM Online has Server Sync built in so it will directly communicate to Exchange Online. Much better solution than rolling up an email Router.
Also, if you don't have access to the Exchange server, I' doubt there's much you can do, since you don't have all the tools you need to troubleshoot the issue.
The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

How to show User Auditing data in dashboard/reports in MS CRM 2013 online?

HI,
I am having requirement to show user auditing details like user last logged in date/ session spent time in MS CRM 2013 online.
I did not found any option to query user Auditing data.
I found the Audit summary View but don't know how to use it.
Could any one suggest me how to achieve this.
Thanks
Baji Rahaman

Please try this
Public Function Decompress(ByVal arr As Byte()) As Byte()
Dim s As Byte()
Dim notCompressed As Boolean
notCompressed = False
Dim MS As System.IO.MemoryStream
MS = New System.IO.MemoryStream()
MS.Write(arr, 0, arr.Length)
MS.Position = 0
Dim stream As System.IO.Compression.GZipStream
stream = New System.IO.Compression.GZipStream(MS, System.IO.Compression.CompressionMode.Decompress)
Dim temp As System.IO.MemoryStream
temp = New System.IO.MemoryStream()
Dim buffer As Byte() = New Byte(4096) {}
While (True)
Try
Dim read As Integer
read = stream.Read(buffer, 0, buffer.Length)
If (read <= 0) Then
Exit While
Else
temp.Write(buffer, 0, buffer.Length)
End If
Catch ex As Exception
notCompressed = True
Exit While
End Try
End While
If (notCompressed = True) Then
stream.Close()
Return temp.ToArray()
Else
Return temp.ToArray()
End If
End Function
Thanks & Regards Manoj

CRM HELP Online???

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