Microsoft Dynamics CRM: Microsoft Dynamics CRM 2011

Microsoft Dynamics CRM 2011 – Hierarchical Treeview – Version 0.1

Rémi Boigey, Partner Technical Consultant @ Microsoft France, did a great Silverlight application (version 0.1) for Microsoft Dynamics CRM 2011 that we share you today.
Solution Features

Dynamically display associated entities with the current record.
You can customize the display.
You can open records from the list

Next Features

Create a user interface in order to customize the view without coding.

Installation
Step 1 : Save the CRM solution on your disk - SilverlightHierarchicalRelatedEntity_1_0_0_0_managed.zip
Step 2 : Import the solution – Settings / Solutions / Import

Click on Browse Button and select the solution SilverlightHierarchicalRelatedEntity_1_0_0_0_managed.zip.
Click on next buttons and close the form.
Test the solution
In order to test the solution, We provide you a pre-configuration file for an account inside the solution.
In Settings/Customization/Customizations/Customize the System, select the account entity and edit the main Form.
Edit or add a new section.
Click on Insert tab, and then select Web resource 'Hierarchical Related Entity (Account sample).html'

Save and publish the account form.
Customization
You can reuse and customize this solution for different entities, to do this follow the following steps :

Create a new HTML web resource (either in the default solution or in a custom solution)
Copy and paste the following code:

<!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>Sample hierarchical Related Entity</title>
<style type="text/css">
html, body {
height: 100%;
overflow: auto;
    }
body {
             padding: 0;
             margin: 0;
    }
    #silverlightControlHost {
             height: 100%;
             text-align:center;
    }
    </style>
    <script type="text/javascript" src="gps_scripts/Silverlight.js"></script>
    <script type="text/javascript" src="gps_scripts/hierarchicalrelatedentity.js"></script>
    <script type="text/javascript" src="ClientGlobalContext.js.aspx"></script>
    <script type="text/javascript">
        var slConf = '<?xml version="1.0"?>' +
                        '<hierarchies xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">' +
                            '<hierarchy entity="account" pk="accountid" icon="gps_imgs/ico_account.png" displayField="name" UrlBody="/main.aspx?etc=1" UrlBodyExtra="extraqs=id=" UrlSuffix="pagetype=entityrecord">' +
                                '<relatedEntity name="activitypointer" pluralName="Activités" pk="activityid" fk="regardingobjectid" displayField="subject|string,ownerid|EntityReference,scheduledstart|System.DateTime,scheduledend|System.DateTime" icon="gps_imgs/ico_activity.png" UrlBody="userdefined/edit.aspx?etc=4212" UrlBodyExtra="id=" UrlSuffix="" />' +
                                '<relatedEntity name="opportunity" pluralName="Opportunités" pk="opportunityid" fk="customerid" displayField=
"name|string,estimatedvalue|Money,estimatedclosedate|System.DateTime,closeprobability|int,ownerid|EntityReference" icon="gps_imgs/ico_opportunity.png" UrlBody="main.aspx?etn=opportunity" UrlBodyExtra="extraqs=id=" UrlSuffix="pagetype=entityrecord" />' +
                                '<relatedEntity name="contact" pluralName="Contacts" pk="contactid" fk="parentcustomerid" displayField="fullname" icon="gps_imgs/ico_contact.png"   UrlBody="main.aspx?etn=contact" UrlBodyExtra="extraqs=id=" UrlSuffix="pagetype=entityrecord" />' +
                                '<relatedEntity name="account" pluralName="Sous-Comptes" pk="accountid" fk="parentaccountid" displayField="name" icon="gps_imgs/ico_subaccount.png" UrlBody="main.aspx?etn=account" UrlBodyExtra="extraqs=id=" UrlSuffix="pagetype=entityrecord" />' +
                            '</hierarchy>' +
                        '</hierarchies>';
    </script>
</head>
<body>
<form id="form1" runat="server" style='height:100%'>
<div id="silverlightControlHost">
<script type="text/javascript">
         createSLObj(silverlightControlHost);
</script>
</div>
</form>
</body>
</html>

The display is done in JavaScript in the variable named “slConf”. This variable contains data in XML.
Tags

Hierarchy :Represents the current entity

Attributes

entity : schema name of the entity
pk : primary key of the entity
icon: url

For information you can use your own pictures, for that you must import them into the CRM as a web resource.
If there are several attributes, you must use the separator ‘|’ between type and schema name and use a comma to separate different fields
Ex:

UrlBody, UrlBodyExtra ,UrlSuffix : are used to build record url
Tags

relatedEntity : represents an entity linked to the current record

Attributes

entity,pk,icon,displayField : see previous definition
fk : foreign key
pluralName:

relatedEntity: represents an entity linked to the current record
This code samples is provided "AS IS" without warranty of any kind.

Microsoft Dynamics CRM

Friday, June 8, 2012

Microsoft Dynamics CRM 2011 – Hierarchical Treeview

Microsoft Dynamics CRM 2011 – Hierarchical Treeview – Version 0.1

No comments:

Post a Comment