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Month: March 2017

CRM background color

Posted in Dynamics 365, and Revive

With Dynamics CRM 2015 Update 1 Microsoft introduced the possibility to create own themes. In this post I won’t show you default settings and screenshots of unicorn colored CRM systems, I will show you the hidden setting for the CRM background color.

When you query the properties of a theme you will discover a setting that isn’t visible on the theme record (the highlighted line).
Please spare yourself the trail to customize the theme formular, it is not possible.

{
   "name": "CRM Default Theme",
   "isdefaulttheme": false,
   "logotooltip": "Microsoft Dynamics 365",
   "_logoid_value": null,
   "navbarbackgroundcolor": "#000000",
   "navbarshelfcolor": "#DFE2E8",
   "headercolor": "#1160B7",
   "globallinkcolor": "#1160B7",
   "selectedlinkeffect": "#B1D6F0",
   "hoverlinkeffect": "#D7EBF9",
   "processcontrolcolor": "#D24726",
   "defaultentitycolor": "#001CA5",
   "defaultcustomentitycolor": "#006551",
   "controlborder": "#CCCCCC",
   "controlshade": "#F3F1F1",
   "backgroundcolor": "#FFFFFF",
}

So I had the idea to update the value directly through a web service call and it works.
After publishing the theme, I had a new CRM background color.

What you need to know is that Microsoft changes value back to the original CRM background color (#FFFFFF), every time you save the record through th UI.

The CRM background color bookmarklet

Since I’m a lazy guy who likes it when things are reusable, I’ve created the following bookmarklet.

Drag and drop the “CRM background color” button on your bookmark toolbar.
 

With the bookmarklet your process to change the CRM background color is:

  1. Open your theme record
  2. Make your customizations
  3. Save the theme
  4. Use the bookmarklet
  5. Publish your theme

I’m not sure if Microsoft will support it.
From a technical point of view is it only an update of a record through the webservice. Considered a manufacturers point of view, they don’t want that we can change it – otherwise we had probably an option for it in the UI.

Happy styling!

Get EntitySetName from Metadata

Posted in Dynamics 365, and Revive

Everybody who has worked with the Web Api, in the system formerly known as Dynamics CRM (honestly, I do not know how to call it now), must have notice that you can’t pass the EntityLogicalName to it. It expects the EntitySetName, which is a kind of plural name for the entity.
Not to be confused with the plural display name you can configure in the entity.

So far I had a little Javascript function that tried to imitade the rules wich are responsible for the generation of the EntitySetName. But since there can be some exceptions, I’m now the opinion that it would be more reliable to query the metadata directly from the system.

Here it is: Get EntitySetName from Metadata

function getEntitSetName(strEntityLogicalName)
{
    var req = new XMLHttpRequest();
    req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/" +
        "EntityDefinitions(LogicalName='" + strEntityLogicalName + "')?$select=EntitySetName", 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.onreadystatechange = function ()
    {
        if (this.readyState === 4)
        {
            req.onreadystatechange = null;
            if (this.status === 200)
            {
                var result = JSON.parse(this.response);
                return result.EntitySetName;
            }
            else
            {
                return null;
            }
        }
    };
    req.send();
}

Export a solution via Javascript

Posted in Dynamics 365, and Revive

Last week I got an error during a solution export, but the error message wasn’t very helpfull. I then had the idea to export the solution via Javascript with the hope to get an more meanfull error.
Fortunately it was so and by the way I’ve learned how to export a solution via Javascript.

//Just to make the selection oh the target version easier
var targetVersions = {
    v_7_0 : "7.0.0.0",
    v_7_1 : "7.1.0.0",
    v_8_0 : "8.0.0.0",
    v_8_1 : "8.1.0.0",
    v_8_2 : "8.2.0.0",
};

function exportSolution(strSolutionName, asManaged, strTargetVersion, objParameter)
{
    var parameters = {
        SolutionName: strSolutionName,
        Managed: asManaged,
        TargetVersion: strTargetVersion,
        ExportAutoNumberingSettings: objParameter.ExportAutoNumberingSettings || false,
        ExportCalendarSettings: objParameter.ExportCalendarSettings || false,
        ExportCustomizationSettings: objParameter.ExportCustomizationSettings || false,
        ExportEmailTrackingSettings: objParameter.ExportEmailTrackingSettings || false,
        ExportGeneralSettings: objParameter.ExportGeneralSettings || false,
        ExportMarketingSettings: objParameter.ExportMarketingSettings || false,
        ExportOutlookSynchronizationSettings: objParameter.ExportOutlookSynchronizationSettings || false,
        ExportRelationshipRoles: objParameter.ExportRelationshipRoles || false,
        ExportIsvConfig: objParameter.ExportIsvConfig || false,
        ExportSales: objParameter.ExportSales || false,
        ExportExternalApplications: objParameter.ExportExternalApplications || false,
    };

	var req = new XMLHttpRequest();
	req.open("POST", Xrm.Page.context.getClientUrl() + "/api/data/v8.0/ExportSolution", true);
	req.setRequestHeader("OData-Version", "4.0");
	req.setRequestHeader("OData-MaxVersion", "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 === 200)
			{
                //you will get a download notification
			}
			else
			{
				Xrm.Utility.alertDialog(this.statusText);
			}
		}
	};
	req.send(JSON.stringify(parameters));
}