D365Bytes: 2019

Tuesday, November 19, 2019

Monday, May 6, 2019

Hiding column data based on current user role

Description:
hiding column data based on current user role.
For this I got the current user id, Query on System user roles table to get the role of the current user. If the role matches the criteria, I am hiding the revenue column details in the opportunity grid.

I have used JQuery, view customizations and REST API calls, for implementing the above scenario.

// checking condition if the customercategory is A+,A,B then hide the next row data

function hideColumnData(rowdata, userLCID) {
var str = JSON.parse(rowdata);
var coldata = str.dxc_customercategory_Value;
var imgName;
var tooltip;
if (coldata == 282210000 || coldata == 282210001 || coldata == 282210002) {
var currentUserId = Xrm.Page.context.getUserId();
currentUserId = currentUserId.replace('{', '').replace('}', '');
var currentUserRoles = getCurrentUserRoles(currentUserId);
for (var i = 0; i < currentUserRoles.length; i++) {
if (currentUserRoles[i] == "System Administrator") {
$('span:contains("A+")').closest('td').next('td').css('visibility', 'hidden');
$('span:contains("A")').closest('td').next('td').css('visibility', 'hidden');
$('span:contains("B")').closest('td').next('td').css('visibility', 'hidden');
}
}
}

var resultarray = [imgName, tooltip];
return resultarray;
}

//getting current user id and system user id(roleid)
function getCurrentUserRoles(currentUserId) {
var userRoleName = new Array();
var req = new XMLHttpRequest();
req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.1/systemuserrolescollection?$select=roleid&$filter=systemuserid eq " + currentUserId, false);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");
req.onreadystatechange = function () {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 200) {
var results = JSON.parse(this.response);
for (var i = 0; i < results.value.length; i++) {
var userRoleId = results.value[i]["roleid"];

userRoleName[i] = GetRoleName(userRoleId);
}
} else {
Xrm.Utility.alertDialog(this.statusText);
return userRoleName;
}
}
};
req.send();
return userRoleName;
}
//getting role name
function GetRoleName(userRoleId) {
var userRoleName;
var req = new XMLHttpRequest();
req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.0/roles(" + userRoleId + ")?$select=name,roleid", false);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");
req.onreadystatechange = function () {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 200) {
var result = JSON.parse(this.response);
userRoleName = result["name"];
//var roleid = result["roleid"];
return userRoleName;
} else {
Xrm.Utility.alertDialog(this.statusText);
return userRoleName;
}
}
};
req.send();
return userRoleName;
}
//calling webresource in coloumn

Monday, April 15, 2019

Ckeck Users Exists in Team D365

Sunday, April 14, 2019

Show/Hide Ribbonbutton Based on current userroles

Step:1
Create ribbon button

Step:2
Add Enable Rule

Step:3
Add Custom Rule

Call Below "showhideribbonbutton" function
NOTE: mention role names for whom button has to be shown

function showhideribbonbutton(rowdata, userLCID) {
var result=false;
var currentUserId = Xrm.Page.context.getUserId();
currentUserId = currentUserId.replace('{', '').replace('}', '');
var currentUserRoles = getCurrentUserRoles(currentUserId);
for (var i = 0; i < currentUserRoles.length; i++) {
if (currentUserRoles[i] == "System Administrator" ||currentUserRoles[i] == "CSR MANAGER") {
result=true;
}
}

return result;
}

function getCurrentUserRoles(currentUserId) {
var userRoleName = new Array();
var req = new XMLHttpRequest();
req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.1/systemuserrolescollection?$select=roleid&$filter=systemuserid eq " + currentUserId, false);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");
req.onreadystatechange = function () {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 200) {
var results = JSON.parse(this.response);
for (var i = 0; i < results.value.length; i++) {
var userRoleId = results.value[i]["roleid"];

userRoleName[i] = GetRoleName(userRoleId);
}
} else {
Xrm.Utility.alertDialog(this.statusText);
return userRoleName;
}
}
};
req.send();
return userRoleName;
}

function GetRoleName(userRoleId) {
var userRoleName;
var req = new XMLHttpRequest();
req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.0/roles(" + userRoleId + ")?$select=name,roleid", false);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");
req.onreadystatechange = function () {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 200) {
var result = JSON.parse(this.response);
userRoleName = result["name"];
//var roleid = result["roleid"];
return userRoleName;
} else {
Xrm.Utility.alertDialog(this.statusText);
return userRoleName;
}
}
};
req.send();
return userRoleName;
}

Saturday, March 23, 2019

assign record - bulk

// getting current user id

function GetGUIDofCurrentUser() {
debugger;
var UserGUID = Xrm.Page.context.getUserId();
if (UserGUID != null) {
//alert(UserGUID);

var currentid = UserGUID.replace('{', '').replace('}', '');
var managerid =Validateposition_getManagerId(currentid);
var opportunitiesrec = getopportunitys(currentid);
AssignRecordToManager(managerid, opportunityrec);
}
}

//getting user record details

function Validateposition_getManagerId(currentid) {
var _parentsystemuserid_value;
var req = new XMLHttpRequest();
req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/systemusers("+ currentid +")?$select=systemuserid,_parentsystemuserid_value,_positionid_value", false);
//req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/systemusers(' + currentid +')?$select=_parentsystemuserid_value,_positionid_value", true);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");
req.onreadystatechange = function () {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 200) {
var result = JSON.parse(this.response);
_parentsystemuserid_value = result["_parentsystemuserid_value"];
//var _parentsystemuserid_value_formatted = result["_parentsystemuserid_value@OData.Community.Display.V1.FormattedValue"];
//var _parentsystemuserid_value_lookuplogicalname = result["_parentsystemuserid_value@Microsoft.Dynamics.CRM.lookuplogicalname"];
var _positionid_value = result["_positionid_value"];
var _positionid_value_formatted = result["_positionid_value@OData.Community.Display.V1.FormattedValue"];
//var _positionid_value_lookuplogicalname = result["_positionid_value@Microsoft.Dynamics.CRM.lookuplogicalname"];
if (_positionid_value_formatted == "bankmanger") {
return _parentsystemuserid_value;
}
}
else {
Xrm.Utility.alertDialog(this.statusText);
return _parentsystemuserid_value;
}
}
};

req.send();
return _parentsystemuserid_value;
}
//getting all opportunities records owned by user
function getopportunities(currentid) {

var results;
//var opportunityid = UserGUID.replace('{', '').replace('}', '');
var req = new XMLHttpRequest();
req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/opportunities?$select=name,opportunityid&$filter=statecode eq 0 and _ownerid_value eq "+currentid+"", false);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");
req.onreadystatechange = function () {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 200) {
results = JSON.parse(this.response);
return results;

} else {
Xrm.Utility.alertDialog(this.statusText);
return results;
}
}
};
req.send();
return results;
}

//update ownerid to assign on the record
function AssignRecordToManager(managerid, results) {
for (var i = 0; i < results.value.length; i++) {
var opportunityid = results.value[i]["opportunityid"];
opportunityid = opportunityid.replace('{', '').replace('}', '');
var entity = {};
entity.new_ownerid = managerid;
var req = new XMLHttpRequest();
req.open("PATCH", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/opportunities("+opportunityid+")", true);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange = function() {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 204) {
//Success - No Return Data - Do Something
var a =67;
} else {
Xrm.Utility.alertDialog(this.statusText);
}
}
};
req.send(JSON.stringify(entity));
}
}

//trigger plugin on ownerid field update to assign to manager

using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using Microsoft.Xrm.Sdk;
using System.ServiceModel;
using Microsoft.Crm.Sdk.Messages;

namespace opportunities
{
public class assignopportunity:IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{

IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory factory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = factory.CreateOrganizationService(context.UserId);
ITracingService tracingservice = (ITracingService)serviceProvider.GetService(typeof(ITracingService));

Entity _opportunity = null;
string _ownerid=string.Empty;

if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
_opportunity = (Entity)context.InputParameters["Target"];
tracingservice.Trace("entity");
}
if (_opportunity.Attributes.Contains("new_ownerid") && _opportunity.Attributes["new_ownerid"] != null)
{
_ownerid = (string)_opportunity.Attributes["new_ownerid"];
if (!string.IsNullOrEmpty(_ownerid))
{
tracingservice.Trace("ownerid" + _ownerid);

Entity _user = service.Retrieve("systemuser", new Guid(_ownerid), new Microsoft.Xrm.Sdk.Query.ColumnSet("systemuserid"));

AssignRequest assign = new AssignRequest
{
// User or team assigned to the child records
Assignee = _user.ToEntityReference(),

//Target child record
Target = _opportunity.ToEntityReference()

};
// Execute the Request
service.Execute(assign);
}

}

}
}
}