Impersonation using javascript in MS CRM 2013

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

Hi,
This would not be possible from JavaScript due to security reasons I would think. I would write a custom workflow activity / custom action / custom plug-in for this as this code sits on server side and not client side for this.
Hope this helps.
Minal Dahiya
blog : http://minaldahiya.blogspot.com.au/
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Plugin customization from crm 4.0 to crm 2013

Hi,
can anyone advice or help me to customize CRM 4.0 plugin code where using Product class, to CRM 2013.
There is not product class (crm service) in CRM 2013 and I don't know how to customize below Code to CRm 2013 plugin
here i attached snip of CRm 4.0 plugin code
try {
Log("Neue Vorlage!");
Entity vorlage = (Entity)context.PostEntityImages["Vorlage"];
//Entity product = new Entity[4];
product[] produkte = new product[4];

Hello,
You can go 2 ways:
1. Use Late Binding and your code could look like
Entity[] produkte = new Entity[4];
2. You can use
Early Binding.
And after that your code could look like:
Product[] produkte = new Product[4];
Dynamics CRM MVP
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KB3008923 Makes Microsoft Dynamic CRM 2013 add/change javascript in Form Dialog impossible - Fix is use CHROME or remove update.

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
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REPOSTING...
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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.

On demand workflow javascript crm 2013

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

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

How to create a Document Set in SharePoint 2013 using JavaScript Client Side Object Model (JSOM)?

Hi,
The requirement is to create ""Document Sets in Bulk" using JSOM. I am using the following posts:-
http://blogs.msdn.com/b/mittals/archive/2013/04/03/how-to-create-a-document-set-in-sharepoint-2013-using-javascript-client-side-object-model-jsom.aspx
http://social.msdn.microsoft.com/Forums/sharepoint/en-US/1904cddb-850c-4425-8205-998bfaad07d7/create-document-set-using-ecma-script
But, when I am executing the code, I am getting error "Cannot read property 'DocumentSet' of undefined "..Please find
below my code. I am using Content editor web part and attached my JS file with that :-
<div>
<label>Enter the DocumentSet Name <input type="text" id="txtGetDocumentSetName" name="DocumentSetname"/> </label> </br>
<input type="button" id="btncreate" name="bcreateDocumentSet" value="Create Document Set" onclick="javascript:CreateDocumentSet()"/>
</div>
<script type="text/javascript" src="//ajax.aspnetcdn.com/ajax/jQuery/jquery-1.7.2.min.js"> </script>
<script type="text/javascript">
SP.SOD.executeFunc('sp.js','SP.ClientContext','SP.DocumentSet','SP.DocumentManagement.js',CreateDocumentSet);
// This function is called on click of the “Create Document Set” button.
var ctx;
var parentFolder;
var newDocSetName;
var docsetContentType;
function CreateDocumentSet() {
alert("In ClientContext");
var ctx = SP.ClientContext.get_current();
newDocSetName = $('#txtGetDocumentSetName').val();
var docSetContentTypeID = "0x0120D520";
alert("docSetContentTypeID:=" + docSetContentTypeID);
var web = ctx.get_web();
var list = web.get_lists().getByTitle('Current Documents');
ctx.load(list);
alert("List Loaded !!");
parentFolder = list.get_rootFolder();
ctx.load(parentFolder);
docsetContentType = web.get_contentTypes().getById(docSetContentTypeID);
ctx.load(docsetContentType);
alert("docsetContentType Loaded !!");
ctx.executeQueryAsync(onRequestSuccess, onRequestFail);
function onRequestSuccess() {
alert("In Success");
SP.DocumentSet.DocumentSet.create(ctx, parentFolder, newDocSetName, docsetContentType.get_id());
alert('Document Set creation successful');
// This function runs if the executeQueryAsync call fails.
function onRequestFail(sender, args) {
alert("Document Set creation failed" + + args.get_message());
Please help !!
Vipul Jain

Hello,
I have already tried your solution, however in that case I get the error - "UncaughtSys.ArgumentNullException: Sys.ArgumentNullException:
Value cannot be null.Parameter name: context"...
Also, I tried removing SP.SOD.executeFunc
from my code, but no success :(
Kindly suggest !!!
Vipul Jain

Define Proxy Server details in MS Dynamics CRM 2013 tamplate project using CRM 2013 developer toolkit

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
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Hi,
We can :-)
I will try to find a better forum in the list and move it
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Can CRM 2015 Online use the CRM 2013 Email Router?

We are trying to plan our upgrade to CRM 2015 Online from CRM 2013 Online. We currently use the CRM 2013 Email Router and want to know if we need to upgrade the email router immediately after the CRM server is upgraded or if we could wait a short period
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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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What to use (CRM 2013 / Sharepoint 2013 / ...)

Hello together,
please imagine you have all products (SharePoint 2013, CRM 2013, Exchange 2013) in Setup and configured. What is in your opinion the best way to use.
E.g. Tasks
You can create Team Site in SharePoint and and add a Task list. With MySite you can discover easily your Tasks even through different sites and they can be syncronised with Outlook. But These Tasks will not Show up in CRM.
All this is also possible to add Tasks in CRM and let them be syncronised with Outlook.
Where do you see the Advantages (and disadvantages) of each System.
Thanks
Bernhard

Too broad a question. It has to be decided by the business needs and the way it wants to work. Even the concept of advantages and disadvantages requires some knowledge of the business needs that they are being considered for.
You might well make use of all three systems for tasks in the same company for different teams, or even for the same team member. Or none of them.
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SharePoint 2013 implement simple logout button which do not redirect to default sign out page using JavaScript client object model

I am using windows authentication in my web application.
My requirement is to implement a sign out button which will sign out the user without having him to close the browser and application should not ask him to login again.
I tried following two options:
1. Redirecting the user to default signout.aspx page " /_layouts/15/SignOut.aspx "
2. Using "Sign In as a different user" URL " /_layouts/15/closeConnection.aspx?loginasanotheruser=true "
In first case, user is redirected to default sign out page but he can press "Go Back to Site" link to revisit the site. Another major issue is that the user has to close the browser to sign out from the application completely, which is not desirable
in my project requirement.
In second case, the the current user is signed out of the application but if the user has saved the password in browser, he gets signed in automatically to the application.
I also came across the solution where we replace the default sign out page with a custom sign out page, but I am not sure whether it can be implemented using JavaScript Client Object Model of SharePoint.

Hi
I'm basically looking for the exact answer for the query.
Meanwhile you need to go through the link mentioned below in order to understand how to do it.
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http://www.indulhassan.com
You Snooze.. You Lose !!

Returning a SharePoint 2013 termset in a tree structure using JavaScript for MultiLingual

Hi,
How do we get the path of term,if my term label is in some other locale, lets say for Spanish but using currentTerm.get_pathOfTerm() property it returns default path of my term store, i.e English.
But i need the path to use my values returned in Spanish ???
Do we have any idea how to achieve this. ??
Regards,
Avinash

Hi,
According to your post, my understanding is that you want to get term path using JavaScript for MultiLingual.
Per my knowledge,
SP.Taxonomy.Term.pathOfTerm property (sp.taxonomy) gets the path for this
Term in the
TermStore default language.
To get path for MultiLingual, I recommend that you can use
Term.GetPath method (Int32) which
gets the path for the current
Term in the specified lcid.
If the lcid is not a valid TermStore language, then the default language is used.
Thanks,
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Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact
[email protected]
Linda Li
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Dynamic CRM 2013 Online how to execute Report, generate PDF and email

Dear All,
I am using Dynamic CRM 2013 online. For quote, I have workflow and Dialogue processes for review process. On approval, I want the system to generate a PDF of quote report, attach the PDF and email it to the Customer.
Better I would like, When approver, clicks on the approve button, the system should auto generate a PDF of quote report, attach the PDF and email it to the Customer, without any further input from the user. If its not possible, I may have to put button on
quote form.
I am using the attached code, but facing various issues.
1. Under prepare the SOAP Message coding part, I am not sure what should be the below URL for CRM 2013 Online?
xHReq.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
2. What should be the emailid here? Is it Recepient Contact id(Guid) ?
var emailid = resultXml.selectSingleNode("//CreateResult").nodeTypedValue;
alert("emailid" + emailid.toString());
3. Using this code, not able to create Entity for "ActivityMimeAttachment", I am getting newEntity as undefined.
Below is the code I am using. Please check and help me out, where I am going wrong. Let me know if any better way to implement it. At present, I have put one button on quote form, on click event, below code will get executed.
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="http://www.w3.org/1999/xhtml">
<head>
<title></title>
<script type="text/javascript">
var Xrm;
if (window.opener) { Xrm = window.opener.Xrm; }
else if (window.parent) { Xrm = window.parent.Xrm; }
function getReportingSession() {
var reportName = "Quotation_Report"; //set this to the report you are trying to download
var reportId = "7C39D18F-1DC6-E311-8986-D89D6765B238"; //set this to the guid of the report you are trying to download
var recordid = Xrm.Page.data.entity.getId();
// recordid = recordid.substring(1, 37); //getting rid of curly brackets
alert(recordid);
var pth = Xrm.Page.context.getServerUrl() + "/CRMReports/rsviewer/reportviewer.aspx";
var retrieveEntityReq = new XMLHttpRequest();
retrieveEntityReq.open("POST", pth, false);
retrieveEntityReq.setRequestHeader("Accept", "*/*");
retrieveEntityReq.setRequestHeader("Content-Type", "application/x-www-form-urlencoded");
retrieveEntityReq.send("id=%7B" + reportId + "%7D&uniquename=" + Xrm.Page.context.getOrgUniqueName() + "&iscustomreport=true&reportnameonsrs=&reportName=" + reportName + "&isScheduledReport=false");
var x = retrieveEntityReq.responseText.indexOf("ReportSession=");
var ret = new Array();
ret[0] = retrieveEntityReq.responseText.substr(x + 14, retrieveEntityReq.responseText.indexOf("&", x) - x - 14); //the session id
x = retrieveEntityReq.responseText.indexOf("ControlID=");
ret[1] = retrieveEntityReq.responseText.substr(x + 10, retrieveEntityReq.responseText.indexOf("&", x) - x - 10); //the control id
return ret;
function createEntity(ent, entName, upd) {
var jsonEntity = JSON.stringify(ent);
var createEntityReq = new XMLHttpRequest();
var ODataPath = Xrm.Page.context.getServerUrl() + "XRMServices/2011/OrganizationData.svc";
createEntityReq.open("POST", ODataPath + "/" + entName + "Set" + upd, false);
createEntityReq.setRequestHeader("Accept", "application/json");
createEntityReq.setRequestHeader("Content-Type", "application/json; charset=utf-8");
createEntityReq.send(jsonEntity);
var newEntity = JSON.parse(createEntityReq.responseText).d;
alert("new entity" + newEntity);
return newEntity;
function createAttachment() {
var params = getReportingSession();
var recordid = Xrm.Page.data.entity.getId();
alert("recordid " + recordid);
var orgName = Xrm.Page.context.getOrgUniqueName();
var userID = Xrm.Page.context.getUserId();
//create email record
// Prepare the SOAP message.
var xml = "<?xml version='1.0' encoding='utf-8'?>" +"<soap:Envelope xmlns:soap='http://schemas.xmlsoap.org/soap/envelope/'" +
" xmlns:xsi='http://www.w3.org/2001/XMLSchema-instance'" +
" xmlns:xsd='http://www.w3.org/2001/XMLSchema'>" +
"<soap:Header>" +
"</soap:Header>" +
"<soap:Body>" +
"<Create xmlns='http://schemas.microsoft.com/crm/2007/WebServices'>" +
"<entity xsi:type='email'>" +
"<regardingobjectid type='quote'>" + recordid + "</regardingobjectid>" +
"<subject>" + "Email with Attachment4" + "</subject>" +
"</entity>" +
"</Create>" +
"</soap:Body>" +
"</soap:Envelope>";
// Prepare the xmlHttpObject and send the request.
var xHReq = new ActiveXObject("Msxml2.XMLHTTP");
xHReq.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
xHReq.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/crm/2007/WebServices/Create");
xHReq.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
xHReq.setRequestHeader("Content-Length", xml.length);
xHReq.send(xml);
// Capture the result
var resultXml = xHReq.responseXML;
// alert("resultXml " + resultXml);
// Check for errors.
var errorCount = resultXml.selectNodes('//error').length;
if (errorCount != 0) {
alert("ERROR");
var msg = resultXml.selectSingleNode('//description').nodeTypedValue;
alert(msg);
var emailid = resultXml.selectSingleNode("//CreateResult").nodeTypedValue;
alert("emailid" + emailid.toString());
//var emailid = userID;
var post = Object();
post.Body = encodePdf(params);
var email = new Array();
email[0] =new Object();
email[0].id = emailid;
email[0].entityType ='email';
post.Subject ="File Attachment";
post.AttachmentNumber = 1;
post.FileName ="Report.pdf";
post.MimeType ="application/pdf";
post.ObjectId = Object();
post.ObjectId.LogicalName ="email";
post.ObjectId.Id = email[0].id;
post.ObjectTypeCode ="email";
alert(post.ObjectId.Id);
createEntity(post,"ActivityMimeAttachment", "");
alert("created successfully");
email.Subject = "Your Order";
//Set The current order as the Regarding object
email.RegardingObjectId = {
Id: Xrm.Page.data.entity.getId(), //Get the current entity Id , here OrderId
LogicalName: Xrm.Page.data.entity.getEntityName()//Get the current entity name, here it will be “salesOrder”
//Create Email Activity
SDK.JScriptRESTDataOperations.Create(email, "Email", EmailCallBack, function (error) { alert(error.message); });
// Email Call Back function
function EmailCallBack(result) {
email = result; // Set the email to result to use it later in email attachment for retrieving activity Id
var activityPartyFrom = new Object();
// Set the From party of the ActivityParty to relate an entity with Email From field
activityPartyFrom.PartyId = {
Id: customerId, // id of entity you want to associate this activity with.
LogicalName: "contact"
// Set the "activity" of the ActivityParty
activityPartyFrom.ActivityId = {
Id: result.ActivityId,
LogicalName: "email"
// Now set the participation type that describes the role of the party on the activity).
activityPartyFrom.ParticipationTypeMask = { Value: 2 }; // 2 means ToRecipients
// Create the from ActivityParty for the email
SDK.JScriptRESTDataOperations.Create(activityPartyFrom, "ActivityParty", ActivityPartyFromCallBack, function (error) { alert(error.message); });
var activityPartyTo = new Object();
// Set the From party of the ActivityParty to relate an entity with Email From field
activityPartyTo.PartyId = {
Id: ownerId, // id of entity you want to associate this activity with.
LogicalName: "systemuser"
// Set the "activity" of the ActivityParty
activityPartyTo.ActivityId = {
Id: result.ActivityId,
LogicalName: "email"
// Now set the participation type that describes the role of the party on the activity). activityPartyTo.ParticipationTypeMask = { Value: 1 }; // 1 means Sender
// Create the from ActivityParty
SDK.JScriptRESTDataOperations.Create(activityPartyTo, "ActivityParty", ActivityPartyToCallBack, function (error) { alert(error.message); });
//ActivityParty From Callback
function ActivityPartyFromCallBack(result) {
//ActivityParty To Callback
function ActivityPartyToCallBack(result) {
var StringMaker = function () {
this.parts = [];
this.length = 0;
this.append = function (s) {
this.parts.push(s);
this.length += s.length;
this.prepend = function (s) {
this.parts.unshift(s);
this.length += s.length;
this.toString = function () {
return this.parts.join('');
var keyStr = "ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz0123456789+/=";
function encode64(input) {
var output = new StringMaker();
var chr1, chr2, chr3;
var enc1, enc2, enc3, enc4;
var i = 0;
while (i < input.length) {
chr1 = input[i++];
chr2 = input[i++];
chr3 = input[i++];
enc1 = chr1 >> 2;
enc2 = ((chr1 & 3) << 4) | (chr2 >> 4);
enc3 = ((chr2 & 15) << 2) | (chr3 >> 6);
enc4 = chr3 & 63;
if (isNaN(chr2)) {
enc3 = enc4 = 64;
else if (isNaN(chr3)) {
enc4 = 64;
output.append(keyStr.charAt(enc1) + keyStr.charAt(enc2) + keyStr.charAt(enc3) + keyStr.charAt(enc4));
return output.toString();
var bdy = new Array();
var bdyLen = 0;
function concat2Bdy(x) {
bdy[bdyLen] = x;
bdyLen++;
function encodePdf(params) {
bdy = new Array();
bdyLen = 0;
var retrieveEntityReq = new XMLHttpRequest();
var pth = Xrm.Page.context.getServerUrl() + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + params[0] + "&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + params[1] + "&OpType=Export&FileName=Public&ContentDisposition=OnlyHtmlInline&Format=PDF";
retrieveEntityReq.open("GET", pth, false);
retrieveEntityReq.setRequestHeader("Accept", "*/*");
retrieveEntityReq.send();
BinaryToArray(retrieveEntityReq.responseBody);
return encode64(bdy);
</SCRIPT>
<SCRIPT type=text/vbscript>
Function BinaryToArray(Binary)
Dim i
ReDim byteArray(LenB(Binary))
For i = 1 To LenB(Binary)
byteArray(i-1) = AscB(MidB(Binary, i, 1))
concat2Bdy(AscB(MidB(Binary, i, 1)))
Next
BinaryToArray = byteArray
End Function
</SCRIPT>
</head>
<body>
<input type="button" onclick="createAttachment();" value="Attach Report" />
</body>
</html>
Thanks. and waiting for your valuable comments.
- Mittal

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

CRM 2013 - "Save and Close" button behavnig like "Save and New"

Hi,
I am working in CRM 2013. I have a scenario in which I am saving new opportunity product record through javascript and preventing original save of CRM. Save is working fine. After save, I need to refresh the screen. So I have used "Xrm.Utility.openEntityForm"
to open newly created item in edit mode. When I click on "Save and Close" button on this new form in edit mode, instead of closing the opportunity product screen, it opens new entity form. So in short, after saving the record, if I click on "Save
and Close", it behaves like "Save and New".
Any one facing such issue?

Save & Close seems to behave like the Save & "Back" Button, so the form tries to return to the new form, that was opened before.
But I have no solution for this behavior...

Best practice for encrypting data in CRM 2013 (other than the fields it already encrypts)

I know CRM 2013 can encrypt some values by default, but if I want to store data in custom fields then encrypt that, what's the best practice? I'm working on a project to do this through a javascript action that when triggered from a form would reference
a web service to decrypt values and a plugin to encrypt on Update/Create, but I hoped there might be a simpler or more suggested way to do this.
Thanks.

At what level are you encrypting? CRM 2013 supports encrypted databases if you're worried about the data at rest.
In transit, you should be using SSL to encrypt the entire process, not just individual data.
you can use field-level security to not display certain fields to end users of a certain type if you're worried about that. It's even more secure than anything you could do with JS, as the data is never passed over the wire.
Is there something those don't solve?
The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

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