Dynamically Populated Option Sets in CRM 2013
Hello,
In my solution, I have an entity with an option set attribute that has no option values by default. A script in the entity form handles the population of the option set dropdown via .addOption. The displayed value of the attribute shows blank or "--"
(for CRM 2013). The expected behavior is that when the user selects an item in the dropdown, the field value changes and then displays the selected value. Another attribute (single line of text) then gets that value for later use. This works just fine in CRM
2011.
However, in CRM 2013, selecting a value in the dropdown does not change the displayed value of the field. Putting focus again on the dropdown shows that the default value (blank) is selected (or nothing is selected).
I tried to modify the field value using Xrm.Page/Entity and even JQuery directly on elements to at least to display the selected text, change some attributes, etc. None of this works. It should be noted that when attaching a "change" handler in
JQuery to the dropdown, it fires. When specifying a change handler for the field in the form properties, it does not fire.
I have another idea involving creating a workflow that runs periodically or another server process/plugin to dynamically populate a global option set, and then point my entity's option set attribute to that option set. If you're wondering why a workflow,
the attribute is supposed to be a list of all existing entity names in the current default solution. If for some reason entities are added/removed from the solution, my option set needs to be brought up-to-date.
Before going down this road, I'm wondering if any of you have encountered this and how you got around it.
Thanks!
Hello Mahender
As Rod mentioned in his query, the option set attribute is supposed to be a list of all existing entity names in the current CRM organization . If for some reason entities are added/removed from the organization, the option set needs to be updated.
Hence we created a blank option set attribute. Now, OnLoad of the form, we populate the option set using .addOption() method. This populates the option set, but on selection change, attribute's OnChange() is not getting triggered and also, the selected value
is not visible on form.
Below is an example of what we are trying to achieve
http://www.powerobjects.com/blog/2012/01/25/microsoft-dynamics-crm-and-dynamic-option-sets/
I hope I am able to explain my query in detail here.
Any help is appreciated.
Thanks,
Bhavika Patel
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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.
- MittalHello,
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. -
What is the best way for email processing setup on CRM 2013 (on- premises) Set up?
We need to notify customers via CRM 2013 for some activities.
I searched regarding email processing set up, and i found two options:
1. via outlook
2. Via Exchange Server.
Tried through email router (exchange server), but it requires exchange online or SMTP for outgoing profile.
I do have exchange on premise setup, I am not sure about SMTP option.
My queries are:
> Can we configure Exchange server to work as Exchange Online?
> what other option, I can try for email Processing?
looking for your suggestions...
Thanks in advance!If you have Exchange onPremise, then you should be able to use the email router or server side sync in combination with CRM workflows (to generate the email). This is a fairly common scenario. You do not need Exchange Online.
http://technet.microsoft.com/en-us/library/dn531109(v=crm.6).aspx
http://technet.microsoft.com/en-us/library/dn531050(v=crm.6).aspx
http://www.microsoft.com/en-us/download/details.aspx?id=40342
Regards, Donna -
Sharepoint 2013 Online - error while setting up CRM integration
Hi,
we use Dynamics CRM 2011 on-premise and Sharepoint 2013 online and since last week CRM integration with Sharepoint stopped working. When I want to set up "Document Management Settings" in CRM administration I got an error
"An error occured while loading the page. The url may not have been mapped in the Sharepoint server. Ask your system administrator to check the Configure alternate access mappings settings in Sharepoint central administration."
But we use Sharepoint online, so I can't configure it.
I think it is common issue after some Sharepoint update in last month, because I tested 2 instances of Sharepoint online with 4 instances of CRM on-premise (3 different versions of CRM 2011 and one last updated CRM 2013).Hi ,
According to your description, my understanding is that you encountered the error "An error occurred while loading the page. The URL may not have been mapped in the SharePoint server. Ask your system administrator
to check the Configure alternate access mappings settings in SharePoint central administration" when you want to set up "Document Management Settings" in CRM administration.
For your issue, please re-install the Microsoft Dynamics CRM 2011 List Component for Microsoft SharePoint Server 2010 and Microsoft SharePoint Server 2013:
http://www.microsoft.com/en-us/download/details.aspx?id=5283
Also you can follow the thread:
http://social.microsoft.com/Forums/en-US/2430e529-1eaa-43c6-8958-f109abe86270/crm-2011-documents-on-sharepoint-online-an-error-occurred-while-loading-the-page?forum=crm
Best Regards,
Eric
Eric Tao
TechNet Community Support -
Enable document management for entities through PowerShell script (Dynamic CRM 2013 on premises)
Hello,
Can anybody let me know if it is possible to enable document management for entities through PowerShell script for Dynamic CRM 2013 on premises.
I want power shall script where user will give the entity (Accounts, Contacts etc.) for the CRM.
The script should enable the document management for the entity.
Thank you for your support.Hi Jeff,
Any updates? If you have any other questions, please feel free to let me know.
A little clarification to the script:
function _ErrObject{
Param($name,
$errStatus
If(!$err){
Write-Host "error detected"
$script:err = $True
$ErrObject = New-Object -TypeName PSObject
$Errobject | Add-Member -Name 'Name' -MemberType Noteproperty -Value $Name
$Errobject | Add-Member -Name 'Comment' -MemberType Noteproperty -Value $errStatus
$script:ErrOutput += $ErrObject
$errOutput = @()
_ErrObject Name, "Missing External Email Address"
$errOutput
_ErrObject Name "Missing External Email Address"
$errOutput
If you have any feedback on our support, please click here.
Best Regards,
Anna Wang
TechNet Community Support -
After KB3008923 was installed on my computer we found out that in Microsoft Dynamic Crm 2013
we could not change Form Script or add Form scripts as the dialog adding/maintaining this did not work
any more. The dropdown box is empty and the function and parameters are gone.
Fix is to remove KB3008923 or use CHROME until Microsoft fixes it!REPOSTING...
Some web application modal dialog boxes don't work correctly in Internet Explorer 11 after you install update 3008923 (17 Dec-14)
http://support2.microsoft.com/kb/3025390/en-us
~Robear Dyer (PA Bear) MS MVP-Windows Client since 2002 Disclaimer: MS MVPs neither represent nor work for Microsoft -
Coded UI automation support for MIcrosoft Dynamic CRM 2013
Hi,
I have been checking for a UI automation tool for Microsoft Dynamic CRM 2013. Even though it is mentioned as coded UI fully supports Dynamic CRM, I was not able to automate CRM with VS2013, VS2015 Preview. Please reply if you have any workaround to make
it possible to automate UI testing of CRM 2013 using coded UI.
Regards,
Vinu chandran.Hi Vinu,
According to your description,
could you please tell me what version of VS you use to test your coded UI test?
In addition, I did some search and don’t find any information about CRM2013 support for Coded UI test.
Based on this article:
Supported Configurations and Platforms for Coded UI Tests and Action
Recordings, Dynamics CRM web client is fully supported. Even though I am not sure whether it includes CRM2013, I suggest you should use VS to drag the crosshair
on the control to check the control can be identified by Coded UI Test.
In addition, since the issue is related to the Microsoft Dynamic CRM, I suggest you can ask the issue to
Microsoft Dynamic
CRM forum, may be you will get better support.
As you said that you are not able to automate coded UI test with VS2015 Preview, because VS2015 Preview is still a preview version
instead of final released version, I suggest that you should submit this feedback to Microsoft Connect feedback portal:
http://connect.microsoft.com/VisualStudio/feedback/CreateFeedback.aspx,
Microsoft engineers will evaluate them seriously.
After you submit the feedback, you can post the link here which will be beneficial for other members with the
similar issue.
Thanks for your understanding.
Best Regards,
We are trying to better understand customer views on social support experience, so your participation in this interview project would be greatly appreciated if you have time. Thanks for helping make community forums a great place.
Click
HERE to participate the survey. -
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
Pradnya07Hi
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 -
Error while installing the Microsoft Dynamics CRM 2013 Report Authoring Extension set up
HI Experts,
I am trying to install Report Authoring extension tool to work with MS CRM 2015 online reports but unable to install, getting below error even though I am having VS 2013, SQL Server 2014 and Data tools for VS 2013 installed on my machine.
Please help me to fix this issue.
When I double click the error getting below error.
Error : Business Intelligence Development Studio is not installed for Microsoft SQL Server Reporting Services.
When I click the details , getting below error.
Thanks
Baji RahamanThe Report Authoring Extensions (any version) don't support VS 2013. Currently the Crm 2015 Report Authoring Extensions support VS 2012 and VS 2010, and the Crm 2013 Report Authoring Extensions supports only VS 2010.
By the way, the error you posted suggests you're trying to install the Crm 2011 Report Authoring Extensions
Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk -
Microsoft Dynamics CRM 2013 Google Chrome not populating popups working correctly with pop ups.
If incorrect forum, just alert and move. I am having an issue with hosted Microsoft Dynamics 2013 and Google Chrome latest release, 31. This just started with the hosted version of Dynamics CRM 2013, Chrome had been working correctly with
our earlier version of CRM.
When users on latest version of Chrome, 31, login to Dynamics CRM 2013, everything looks fine. Issue is specifically, for sales folks, when they open a client record, and where the client info is located, there is a standard date and time and tiny
little calendar you can pull up if you click on it. When the user clicks on the tiny little calendar, they DO get a pop up, but the pop up is blank. And, there is no error message at all. Nothing freezes, nothing bad happens at all, except
for the salesperson, who live and die by their calendars and ability to schedule appointments and see exiting appointments.
This is not some in house coding issue. It is a generic CRM phone call record that has this issue.
Again, no errors, nothing crashes, but Dynamics CRM 2013 is useless to Google Chrome users in house because of this. Which, in a support position, is terrible. Users who got an upgrade, have their favorite interface rendered useless. And these
are sales folks. And, I did all settings according to what I was able to find for CRM 2010 and Chrome, for when pop ups do not work, and all settings were already correct for pop ups, website is in trusted sites, etc, which is what I expected, since
everything worked on CRM 2010.
Any clues or ideas? Thank You.
RickWe don't know. Better to ask over here.
https://community.dynamics.com/crm/f/117.aspx
Regards, Dave Patrick ....
Microsoft Certified Professional
Microsoft MVP [Windows]
Disclaimer: This posting is provided "AS IS" with no warranties or guarantees , and confers no rights. -
Hi,
I am trying to create MS CRM 2013 template project using MS CRM 2013 developer tool kit. When I am trying to connect with MS CRM 2013 online , it is giving me error "407 Proxy Authentication Required".
Actually I am using proxy server for connect with CRM. In my custom application as well as using plugin registration tool I have define below setting in config file for avoid this error
<system.net>
<defaultProxy useDefaultCredentials="true" />
</system.net>
But in MS CRM 2013 template project I don't get any option to add config file. So I am unable to add this detail in project.
Can any one help me, how can I avoid this error for MS CRM 2013 developer tool kit project.
Thanks,
---vaibHi,
We can :-)
I will try to find a better forum in the list and move it
Good luck :-)
Ronen Ariely
[Personal Site] [Blog] [Facebook] -
Problem to convert a optionset into multi selection picklist on crm 2013
Hey I meet a problème on my development see my result :
link : https://social.microsoft.com/Forums/getfile/652331
a multiple select list on my crm 2013 I do this process on this forum :
link : https://social.microsoft.com/Forums/en-US/2db47a59-165d-40c9-b995-6b3262b949eb/how-to-convert-a-optionset-into-multi-selection-picklist-in-crm-2011-using-javasacript?forum=crmdevelopment
my development :
// var_sc_optionset >> Provide schema-name for Option Set field
// var_sc_optionsetvalue >> Provide schema-name for field which will store the multi selected values for Option Set
// OS >> Provide Option Set field object
// OSV >> Provide text field object which will store the multi selected values for Option Set
//Method to convert an optionset to multi select Option Set
function ConvertToMultiSelect(var_sc_optionset, var_sc_optionsetvalue, OS, OSV)
if( OS != null && OSV != null )
OS.style.display = "none";
Xrm.Page.getControl(var_sc_optionsetvalue).setVisible(false);
// Create a DIV container
// var addDiv = document.createElement("<div style='overflow-y:auto; color:#000000; height:160px; border:1px #6699cc solid; background-color:#ffffff;' />");
var addDiv = document.createElement("div");
addDiv.style.overflowY = "auto";
addDiv.style.height = "160px";
addDiv.style.border = "1px #6699cc solid";
addDiv.style.background = "#ffffff";
addDiv.style.color = "#000000";
OS.parentNode.appendChild(addDiv);
// Initialise checkbox controls
for( var i = 1; i < OS.options.length; i++ )
var pOption = OS.options[i];
if( !IsChecked( pOption.text , OS, OSV) ){
// var addInput = document.createElement("<input type='checkbox' style='border:none; width:25px; align:left;' />" );
var addInput = document.createElement("input" );
addInput.setAttribute("type","checkbox");
addInput.setAttribute("style","border:none; width:25px; align:left;");
else {
// var addInput = document.createElement("<input type='checkbox' checked='checked' style='border:none; width:25px; align:left;' />" );
var addInput = document.createElement("input" );
addInput.setAttribute("type","checkbox");
addInput.setAttribute("checked","checked");
addInput.setAttribute("style","border:none; width:25px; align:left;");
// var addLabel = document.createElement( "<label />");
var addLabel = document.createElement( "label");
addLabel.innerText = pOption.text;
// var addBr = document.createElement( "<br />"); //it's a 'br' flag
var addBr = document.createElement( "br"); //it's a 'br' flag
OS.nextSibling.appendChild(addInput);
OS.nextSibling.appendChild(addLabel);
OS.nextSibling.appendChild(addBr);
///////Supported functions
// Check if it is selected
function IsChecked( pText , OS, OSV)
if(OSV.value != "")
var OSVT = OSV.value.split(";");
for( var i = 0; i < OSVT.length; i++ )
if( OSVT[i] == pText )
return true;
return false;
// var_sc_optionsetvalue >> Provide schema-name for field which will store the multi selected values for Option Set
// OS >> Provide Option Set field object
// Save the selected text, this field can also be used in Advanced Find
function OnSave(OS, var_sc_optionsetvalue)
var getInput = OS.nextSibling.getElementsByTagName("input");
var result = '';
for( var i = 0; i < getInput.length; i++ )
if( getInput[i].checked)
result += getInput[i].nextSibling.innerText + ";";
//save value
control = Xrm.Page.getControl(var_sc_optionsetvalue);
attribute = control.getAttribute();
attribute.setValue(result);
I have to do 2 field one is option list field and the second is textfield,
option list field : new_books
textfiled : new_picklistvalue
my js is on onload event see :
link : https://social.microsoft.com/Forums/getfile/652333
thanks you for you'r helpHey I meet a problème on my development see my result :
link : https://social.microsoft.com/Forums/getfile/652331
a multiple select list on my crm 2013 I do this process on this forum :
link : https://social.microsoft.com/Forums/en-US/2db47a59-165d-40c9-b995-6b3262b949eb/how-to-convert-a-optionset-into-multi-selection-picklist-in-crm-2011-using-javasacript?forum=crmdevelopment
my development :
// var_sc_optionset >> Provide schema-name for Option Set field
// var_sc_optionsetvalue >> Provide schema-name for field which will store the multi selected values for Option Set
// OS >> Provide Option Set field object
// OSV >> Provide text field object which will store the multi selected values for Option Set
//Method to convert an optionset to multi select Option Set
function ConvertToMultiSelect(var_sc_optionset, var_sc_optionsetvalue, OS, OSV)
if( OS != null && OSV != null )
OS.style.display = "none";
Xrm.Page.getControl(var_sc_optionsetvalue).setVisible(false);
// Create a DIV container
// var addDiv = document.createElement("<div style='overflow-y:auto; color:#000000; height:160px; border:1px #6699cc solid; background-color:#ffffff;' />");
var addDiv = document.createElement("div");
addDiv.style.overflowY = "auto";
addDiv.style.height = "160px";
addDiv.style.border = "1px #6699cc solid";
addDiv.style.background = "#ffffff";
addDiv.style.color = "#000000";
OS.parentNode.appendChild(addDiv);
// Initialise checkbox controls
for( var i = 1; i < OS.options.length; i++ )
var pOption = OS.options[i];
if( !IsChecked( pOption.text , OS, OSV) ){
// var addInput = document.createElement("<input type='checkbox' style='border:none; width:25px; align:left;' />" );
var addInput = document.createElement("input" );
addInput.setAttribute("type","checkbox");
addInput.setAttribute("style","border:none; width:25px; align:left;");
else {
// var addInput = document.createElement("<input type='checkbox' checked='checked' style='border:none; width:25px; align:left;' />" );
var addInput = document.createElement("input" );
addInput.setAttribute("type","checkbox");
addInput.setAttribute("checked","checked");
addInput.setAttribute("style","border:none; width:25px; align:left;");
// var addLabel = document.createElement( "<label />");
var addLabel = document.createElement( "label");
addLabel.innerText = pOption.text;
// var addBr = document.createElement( "<br />"); //it's a 'br' flag
var addBr = document.createElement( "br"); //it's a 'br' flag
OS.nextSibling.appendChild(addInput);
OS.nextSibling.appendChild(addLabel);
OS.nextSibling.appendChild(addBr);
///////Supported functions
// Check if it is selected
function IsChecked( pText , OS, OSV)
if(OSV.value != "")
var OSVT = OSV.value.split(";");
for( var i = 0; i < OSVT.length; i++ )
if( OSVT[i] == pText )
return true;
return false;
// var_sc_optionsetvalue >> Provide schema-name for field which will store the multi selected values for Option Set
// OS >> Provide Option Set field object
// Save the selected text, this field can also be used in Advanced Find
function OnSave(OS, var_sc_optionsetvalue)
var getInput = OS.nextSibling.getElementsByTagName("input");
var result = '';
for( var i = 0; i < getInput.length; i++ )
if( getInput[i].checked)
result += getInput[i].nextSibling.innerText + ";";
//save value
control = Xrm.Page.getControl(var_sc_optionsetvalue);
attribute = control.getAttribute();
attribute.setValue(result);
I have to do 2 field one is option list field and the second is textfield,
option list field : new_books
textfiled : new_picklistvalue
my js is on onload event see :
link : https://social.microsoft.com/Forums/getfile/652333
thanks you for you'r help -
Dynamically populated parameter clears previously entered parameters
Software: Crystal Reports XI with MS SQL Server 2008
I've created a report that asks for three parameters, 2 dates, and a string which is dynamically populated. The report has two tables added in the database expert.
The first table is a command object which passes the two date parameters to a stored procedure:
exec sp_MyStoredProcedure {?startdate},{?enddate}
The second table is a stored procedure object used to populate the string parameter {?_users}. The criteria for the string parameter are:
Prompt with Description only: False
Allow multiple values: True
Allow discrete values: True
Allow range values: False
This stored procedure object requires no parameters, and was originally a view in the database, but it the same problem occurs whether i dynamically populate the string parameter options from either a view or a stored procedure. I'd like to go back to using a view, as i do not need to pass any kind of parameters to the stored procedure
The string parameter is used for defining the record selection formula:
IF {Command.user_name} in {?_users} THEN true ELSE false.
The two tables are not linked in the database expert, but linking them does not seem to solve the problem I am having with this report, the problem being this:
No matter which order I set the parameters, it always first displays a form showing only the prompts for the date values. After entering these, it then shows a form prompting for the date values again (the previously selected date information now cleared), along with the list of users from which to select. On this 2nd form, the parameters are displayed in the order I set using the field explorer option presented when I right click on the Paramter Fields heading. After entering the date parameter values a 2nd time, and selecting the users from the dynamically generated list, the report performs as intended.
Edited by: Duraplex on Nov 12, 2010 6:26 PM
Edited by: Duraplex on Nov 12, 2010 6:57 PM - After contacting the tech dept of my employer, they are applying a service pack update to my installation, I am hoping this resolves the issue. Will post an update as soon as I know more.
Edited by: Duraplex on Nov 12, 2010 7:35 PM - After applying SP4 to my installation, the problem persists. I did note however that removing the string parameter and record selection formula, and then recreating them, does somewhat solve the issue temporarily - i still am presented with two forms, but the second form doesn't clear the previously entered date parameters. However, once i save the report, and reload it, the problem manifests again and the date parameters are cleared when presented on the 2nd form. Has anyone else encountered a similar problem?
Edited by: Duraplex on Nov 15, 2010 8:38 PM - Problem resolved by upgrading from Release 1 to Release 2.Hi,
Once record status gets change for block you can not populate/repopulate the list item. Keep those list items as non-database item with different names and create different items as database orignal items. Than assign the values in WHEN-LIST-CHANGE trigger to the actual database items.
-Ammad -
Date parameter values cleared when dynamically populating string parameter
Software: Crystal Reports XI Release 1 with SP4, with MS SQL Server 2008
I've created a report that asks for three parameters, 2 dates, and a string which is dynamically populated. The report has two tables added in the database expert.
The first table in the database expert is a command object which passes the two date parameters to a stored procedure:
exec sp_MyStoredProcedure {?startdate},{?enddate}
The second table in the database expert is a stored procedure object used to populate the string parameter {?_users}. The criteria for the string parameter are:
Prompt with Description only: False
Allow multiple values: True
Allow discrete values: True
Allow range values: False
This stored procedure object requires nothing to be passed, it was originally a view in the database, but the same problem occurs whether i dynamically populate the string parameter options from either a view or a stored procedure.
The string parameter is used for defining the record selection formula:
IF {Command.user_name} in {?_users} THEN true ELSE false.
The two table objects are not linked in the database expert, but linking them does not seem to solve the problem I am having with this report, the problem being this:
No matter which order I set the parameters, it always first displays a form showing only the prompts for the date values. After entering these, it then shows a form prompting for the date values again (the previously selected date information now cleared), along with the list of users from which to select. On this 2nd form, the parameters are displayed in the order I set using the field explorer option presented when I right click on the Paramter Fields heading. After entering the date parameter values a 2nd time, and selecting the users from the dynamically generated list, the report performs as intended. After subsequently running the report (prompting for new parameter values by pressing F5), it does not clear the date parameters on the 2nd form's appearance.
What I need is to be able to enter in these values the first time around, without having the date parameters cleared. Am i going about this incorrectly, or is this a bug?What you are experiencing is not a bug... Passing a multi-valued parameter to a Command or SP is not supported in any version of CR prior to CR 2008.
Your options are #1) Upgrade to CR 2008 or #2) Jump through the necessary hoops to make it work in CR XI
Check out this link...[SQL Command Parameter - Multiple Value|Re: SQL Command Parameter - Multiple Value]
It has some good examples a good step by step.
HTH,
Jason
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