Disable subgrid in ms crm 2013

Hi All,
how to disable subgrid in ms crm 2013, using javascript when onload event.
i try some code that I have used in 2011, but not work in 2013 version.
thanks

Hi,
Found following articles which has steps and code for this.
http://xrmguy.com/2014/03/03/crm-2013-make-all-controls-including-subgrids-disabled-onload/
https://kishored4.wordpress.com/2014/06/04/ms-dynamics-crm-2013-disable-the-icon-on-sub-grid-based-on-status-reason/
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"

Similar Messages

How to sum subgrid column in CRM 2013

Hi,
I want to sum Subgrid column named "Quantity" and show in alert.

Hi,
You can also try this code to calculate subgrid amount total for crm 2013.
Add your subgrid name in place of "testing" and amount field name in place of 'new_amount'.
function RetrieveSubGridRecords() {
    if (document.getElementById("testing")) {
        var grid = document.getElementById("testing").control;
        var ids = grid.get_allRecordIds();
        var sum = 0.00;
        var cellValue;
       for(i = 0; i < ids.length; i++) {
           var cellValue = grid.getCellValue('new_amount',ids[i]);
           var number = Number(cellValue.replace(/[^0-9\.]+/g,""));
           sum = sum + number;
       alert('s'+sum);
    else {
       setTimeout("RetrieveSubGridRecords();", 2500);
Hope this help..
Thanks

How to Disable the Process Header, collapsible Area, and Process Warning Bar from Contacts Form of CRM 2013

Folks,
How to Disable the Process Header, collapsible Area, and Process Warning Bar from Contacts Form of CRM 2013
Thank you.

Hi,
You can deactivate the business process itself if you do not want at all. So that the header will not available for the entity.
Regards,
Priya

Disable most recently used items for this field in CRM 2013

Hi,
I have checked "Disable most recently used items for this field " property option for lookup filed in CRM 2013. But it still displaying MRU items on the lookup filed. Can someone please help to fix this ?
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did you try to clean your browser cache? use a different browser?
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Unexpected behaviour in MS CRM 2013

Hi,
In MS CRM 2013 contacts form I am facing an issue. For some records the tab heading is having an underline. This is happening only for some records, not for all. Also the issue is in IE 9, for IE 11 its working fine. Can anyone suggest a solution for this.

Hi,
Found following articles which has steps and code for this.
http://xrmguy.com/2014/03/03/crm-2013-make-all-controls-including-subgrids-disabled-onload/
https://kishored4.wordpress.com/2014/06/04/ms-dynamics-crm-2013-disable-the-icon-on-sub-grid-based-on-status-reason/
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"

Goals in Dashboard (CRM 2013)

Hi
Does anyone know how to get different goals in the Dashboard. When i create a graph, all goals is displayed in the same graph.
For instance i would like to have one graph to show revenue (actual vs budget) and one graph to show meetings (count of actual vs target).
This is probably very simple, but i cant seem to figure it out..
In advance,
thanks,

Hi,
Found following articles which has steps and code for this.
http://xrmguy.com/2014/03/03/crm-2013-make-all-controls-including-subgrids-disabled-onload/
https://kishored4.wordpress.com/2014/06/04/ms-dynamics-crm-2013-disable-the-icon-on-sub-grid-based-on-status-reason/
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"

App-V CRM 2013 Outlook Client and Office 2013 Click to Run

Hi,
I'm trying to get going with enbing the CRM 2013 for Outlook client with the VL version of Office Pro Plus 2013. I have successfully published and use Office App-V package in a test environment. App-V version 5.0 SP2 is installed on the client
PC (Windows 7 64bit). SCCM 2012 R2 is used to publish APP-V applications to user groups.
I have sequenced the CRM 2013 Outlook client (offline mode disabled) with UR2 and published it using SCCM as a "Add-on or Plug-in. I've also created a connection group so that the App-V version of Office 2013 is able to connect to the sequenced
CRM client. The client installs successfully, but the CRM tab doesn't appear in the Outlook Ribbon, and the Configuration Wizard crashes each time it is launched. The App-V event log is blank (which I'm taking to be a good sign). All CRM
client prerequisites have been preinstalled on the target PC.
I'm thinking that the CRM client can't see the Outlook application and therefore crashes and doesn't integrate with the Outlook application. Problem Signature 09 (from the crash explanation) states "System.NullReference Exception".
I can't seem to find much out there for sequencing the 2013 version of the client. Has any else managed this yet or have any ideas where I'm going wrong?
Thanks,
Tim

Hello,
I would use Process Monitor to understand what happens and to see why Outlook isn't seeing the plugin, and why the wizard is crashing
Nicke Källén | The Knack| Twitter:
@Znackattack

Ms CRM 2013 Autosave loop in quote form.

Hi Everyone,
I have problem with autosave feature. I disabled this feature but in quote form when im triying to add quoteitem from quotedetailsGrid, form trying to save item.
And never stop. I cant enter my quoteitem's name or discount because form trying to save it every second. First of i thought my preupdate plugin cause this problem. I debugged my plugin and i realize that context.depht is always "1". So infinitive
loop continuous. Any advice?
http://fuattatar.blogspot.com.tr/

Just want to let you know that this will be fixed in Service pack 1 for CRM 2013.
http://support.microsoft.com/kb/2941390
Users of Microsoft Dynamics CRM 2013 Update Rollup will notice that the Save and Close button does not save appointments or recurring appointments they've entered.

Duplicate posts on personal wall in MS CRM 2013

Hi,
We are currently facing a strange issue on a recent MS CRM 2013 deployment. Every post gets repeated on the user's personal wall. i.e. if a user enters a phone call, the wall displays 2 identical posts regarding the activity.What could be the reason and
how can it be resolved?
Thanks
Rinish R

Hello rinish,
if i understand your problem well, i'd say Rocky answered the question here:
https://social.msdn.microsoft.com/Forums/sqlserver/en-US/78560d28-6e50-4ab6-a337-8ab5ed92403a/duplicate-wall-posts-when-creating-accounts?forum=crm
Go into Default solution, click on SDK Message Processing Steps (in the left column) and disable duplicate steps.
Worked for my organization.
Best regards

CRM 2013 - Internal query related to fetching top 51 emails

Hello All,
We have recently upgraded from CRM 4 to CRM 2013. We are monitoring database server performance through one of the tool. We find that following internal query getting executed more frequently during initial business hours.
(@ModifiedOn0 datetime,@PartyId0 uniqueidentifier)
SELECT DISTINCT top 51 "email0".ModifiedOn as "modifiedon" ,  "email0".MessageId as "messageid" ,  "email0".ActivityId as "activityid" ,  "email0".RegardingObjectId
as "regardingobjectid" ,  "email0".Subject as "subject" ,  "email0".RegardingObjectIdYomiName as "regardingobjectidyominame" ,     "email0".RegardingObjectIdName
as "regardingobjectidname" ,     "email0".RegardingObjectTypeCode as "regardingobjecttypecode"
FROM Email as "email0" JOIN ActivityParty as "activityparty1" ON ("email0".ActivityId = "activityparty1".ActivityId
AND (("activityparty1".PartyId = @PartyId0)))
WHERE (( "email0".ModifiedOn >= @ModifiedOn0
AND "email0".MessageId is not null))
ORDER BY "email0".MessageId asc ,
   "email0".ActivityId asc
I found following useful blog which mentions the reason of frequent execution of this query.
https://community.dynamics.com/crm/b/dynamicscrmsupportblog/archive/2012/10/11/crm-e-mail-tracking-part-3-tagging.aspx
My question is,
1) What will be impact if we disable email tagging option from all users? Note that, We are not using email router in our implementation.
2) Will this query executes frequently during normal business hours also? If yes, then do we have any settings to change interval of execution of this process?

Hi ,
Try to deactivate the Automatic E-Mail Tagging from Diagnostic Tool and observer the behaviour.
If it still trigger then better to look for other areas.
Regards
Ayaz

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.

Save and Close button issue in CRM 2013 for Activity Type Appointment

Hi All,
Have come across a strange behavior in CRM 2013 and would like to be sure that it really is an issue which others have encountered too.
Open a Case record, and click on Activity navigation link to see the Open Activity Associated View. Then try creating an Activity of type Meeting and click on
Save & Close button (not just Save). When you refresh the view, the activity might show up. But repeat the same steps and create another Activity of Type Meeting and this activity will not show up. It doesnt show up even in the All Activities
view. Seems like the activity does not get created when using Save and Close button.
This behavior is replicated even on online 30 day trial version. Any inputs?
Regards,
Yogesh

The problem only occurs when your appointment times clash. "Save and close" just throws the appointment away. "Save" tells you about clash (or perhaps it's just unavailability) and allows you to ignore and continue with the
save.

CRM 2013 - Inconsistent javascript issue crash the web client and user needs to reopen

Hello,
We are using CRM 2013 on premise version and almost 600 users are using it. We have some inconsistent JavaScript issue (following is the log for same) which happens to users in a day or two. When this issue occurs user can not work in system and they have
to open new instance of CRM.
Does anybody knows about this error?
<CrmScriptErrorReport>
<ReportVersion>1.0</ReportVersion>
<ScriptErrorDetails>
   <Message>Unable to get property 'location' of undefined or null reference</Message>
   <Line>1</Line>
   <URL>/_static/_common/scripts/main.js?ver=1676323357</URL>
   <PageURL>/main.aspx#313155368</PageURL>
   <Function>anonymous($p0,$p1,$p2){this.$3_3.get_currentIFrame()&&Mscrm.PerformanceTracing.write("Unload",this.$3_3.get_currentIFrame().src);this.$H_3=$p0.toString();this.$26_3();this.$1A_3();this.$1J_3();if($p0.get_isLocalServer())$p0.get_query()["pagemode"]="iframe</Function>
   <CallStack>
    <Function>anonymous($p0,$p1,$p2){this.$3_3.get_currentIFrame()&&Mscrm.PerformanceTracing.write("Unload",this.$3_3.get_currentIFrame().src);this.$H_3=$p0.toString();this.$26_3();this.$1A_3();this.$1J_3();if($p0.get_isLocalServer())$p0.get_query()["pagemode"]="iframe";addPassiveAuthParameters($p0);var$v_0=$p0.toString();if(IsNull($p2))$p2=false;var$v_1=this.$18_3($p0,$p2);if($v_1){if(this.$2z_3()){window.location.reload();return}this.$2d_3();this.$1s_3();Mscrm.PerformanceTracing.write("Navigate",$v_0);!Mscrm.Utilities.isIE()&&this.raiseEvent(Mscrm.ScriptEvents.UpdateTopLocation,null);this.$3_3.get_currentIFrame().contentWindow.location.replace($v_0)}else{this.$10_3();var$v_2=this.get_contentWindow().Sys.Application.findComponent("crmPageManager");if($v_2){!Mscrm.Utilities.isIE()&&$v_2.raiseEvent(Mscrm.ScriptEvents.UpdateTopLocation,null);var$v_3={};$v_3["sourceUri"]=Mscrm.Utilities.getContentUrl(null);$v_2.raiseEvent(Mscrm.ScriptEvents.IFrameReactivated,$v_3)}}window.self.InnerIFrameSrcChangeTimestamp=(newDate).getTime();this.title=$p1;if(window.LOCID_UI_DIR==="RTL"&&$p0.toString().indexOf("PersonalWall")>=0&&window.UseTabletExperience)this.$3_3.get_currentIFrame().style.position="RELATIVE"}</Function>
   </CallStack>
</ScriptErrorDetails>
<ClientInformation>
   <BrowserUserAgent>Mozilla/5.0 (compatible; MSIE 10.0; Windows NT 6.1; WOW64; Trident/6.0; SLCC2; .NET CLR 2.0.50727; .NET CLR 3.5.30729; .NET CLR 3.0.30729; Media Center PC 6.0; .NET4.0C; .NET4.0E; InfoPath.3)</BrowserUserAgent>
   <BrowserLanguage>en-US</BrowserLanguage>
   <SystemLanguage>en-US</SystemLanguage>
   <UserLanguage>en-US</UserLanguage>
   <ScreenResolution>1366x768</ScreenResolution>
   <ClientName>Web</ClientName>
   <ClientTime>2015-04-20T15:41:12</ClientTime>
</ClientInformation>
<ServerInformation>
    <OrgLanguage>1033</OrgLanguage>
    <OrgCulture>1033</OrgCulture>
    <UserLanguage>1033</UserLanguage>
    <UserCulture>1033</UserCulture>
    <OrgID>{E8BBA7AE-A552-DE11-B475-001E0B4882E2}</OrgID>
    <UserID>{614837CD-448B-DE11-A5E1-005056970D6C}</UserID>
    <CRMVersion>6.1.2.112</CRMVersion>
</ServerInformation>
</CrmScriptErrorReport>

Are you on-premise, or on-line? : It's on-premise
Can you reproduce it on-demand, or is it sporadic?: It's sporadic
There is a mention of loading an iFrame in the error, do you have iFrames on the form that generates this error?
It's not on specific forms, so can't identify that. Yes we have iframes on some forms.
Does it happen on any/all entity forms, or specific ones? Do the entity forms have any custom JavaScript on them?
It's not on specific forms. And yes we have javascript on almost all forms.
Do you have any network problems or slowness in your network? Does the problem happen when the network is busy?
We need to check this on next occurrence.
Do the users that see this error have any unusual add-ins or toolbars in their browser?  This is not for specific user. Its happening for all randomly.
Have you tried other browsers like Chrome or FireFox and do users see the problem there as well?
We need to check only for IE.

How to show filtered parameter in dropdown form in crm 2013

Hi,
I want to create a report in crm 2013. When I report is run then filtered parameter fill record from database in dropdown form and when I select record from dropdown then generate report of selected record. Please tell me how to show record in filtered parameter
from database within crm. In below image paramter is text field. How to auto fill filtered parameter from database.

Hi Aamir,
Check if the below link helps!!
https://social.microsoft.com/Forums/en-US/ad8a3bc2-dbec-4597-adfd-8bd6c34f5e9a/drop-down-parameter-in-crm-2011-custom-report?forum=crm
Thanks,
Prasad
Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

Dynamic Hyperlink in SSRS 2008 for CRM 2013 online

Hi All,
I have a report which displays contact name and contactid from contact table
I need a link to the contact name which open the CRM record
Is this possible ?
Any suggestion most appreciated
Thanks
Pradnya07

Hi
i been using this url for help
http://h30507.www3.hp.com/t5/Applications-Services-Blog/Microsoft-Dynamics-CRM-2013-SSRS-drill-down-reports-Part-II/ba-p/149943
but it didnt worked i get the below error
Any help much appreciated
Thanks
Pradnya07

Disable subgrid in ms crm 2013

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