Set form notifications in dynamics 365

You can display any number of notifications using “setFormNotification” and they will be displayed until they are removed using clearFormNotification. The height of the notification area is limited so each new message will be added to the top. Users can scroll down to view older messages that have not yet been removed.

Syntax

To clear the notifications on the form.

Xrm.Page.ui.clearFormNotification(uniqueId);

To set  the notifications on the form.

Xrm.Page.ui.setFormNotification(message, level, uniqueId);

To set the notifications on the form for a particular field.

Xrm.Page.getControl(fieldname).setNotification(message, uniqueId);

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To set the notifications on the form.

function setFormNotifications() {

    Xrm.Page.ui.setFormNotification("This is an INFORMATION notification.", "INFO","1");

    Xrm.Page.ui.setFormNotification("This is a WARNING notification. ", "WARNING" , "2");

    Xrm.Page.ui.setFormNotification("This is an ERROR notification. ", "ERROR", "3");

    Xrm.Page.getControl("name").setNotification("Message to display", "101")

}

To clear the notifications from field and form.

function clearFormNotifications() {

    // Cleards notifications from the field "name" with unique identifier 101

    Xrm.Page.getControl("name").clearNotification("101");

    // Clears notifications from the form for unique id 1

    Xrm.Page.ui.clearFormNotification("1");

}

Dynamics 365 JavaScript functions

Get the value from a CRM field

 var varMyValue = Xrm.Page.getAttribute(“ fieldName”).getValue() ;

Set the value of a CRM field

Xrm.Page.getAttribute(“ fieldName”).setValue(‘My New Value’);

Hide/Show a tab/section

Xrm.Page.ui.tabs.get(5).setVisible(false);

Xrm.Page.ui.tabs.get(5).setVisible(true);

Hide/Show field

Xrm.Page.ui.controls.get(fieldName).setVisible(false); Xrm.Page.ui.controls.get(fieldName).setVisible(true);

Call the onchange event of a field

 Xrm.Page.getAttribute(“ fieldName”).fireOnChange();

Get the selected value of picklist

Xrm.Page.getAttribute(“ fieldName”).getSelectedOption().text;

Set the requirement level

Xrm.Page.getAttribute(“ fieldName”).setRequiredLevel(“none”);

Xrm.Page.getAttribute(“ fieldName”).setRequiredLevel(“required”);

Xrm.Page.getAttribute(“ fieldName”).setRequiredLevel(“recommended”);

Update a readonly field

Xrm.Page.getAttribute("fieldName").setSubmitMode("always");

Set the focus to a field

Xrm.Page.getControl(“ fieldName”).setFocus(true);

Disable/Enable field

 Xrm.Page.getControl(fieldName).setDisabled(true); Xrm.Page.getControl(fieldName).setDisabled(false);

Stop an on save event

event.returnValue = false;

Return array of strings of users security role GUIDs

Var arrUserRoles = Xrm.Page.context.getUserRoles();

Get record GUID

var recordId = Xrm.Page.data.entity.getId();

var recordIdWithoutCurlyBraces = Xrm.Page.data.entity.getId().substring(1,37);

Get Organization unique name

var OrganizationUniqueName = Xrm.Page.context.getOrgUniqueName();

Gets current user Guid

var userGUID = Xrm.Page.context.getUserId();

Returns the base URL that was used to access the application.

var clientURL = Xrm.Page.context.getClientUrl();

Returns a string current Microsoft Office Outlook theme chosen by the user.

var currentTheme = Xrm.Page.context.getCurrentTheme();

Returns whether Autosave is enabled for the organization.

var isAutoSaveEnnabled = Xrm.Page.context.getIsAutoSaveEnabled();

Returns the Dynamics 365 Language Pack that is user's preferred language.

var userLCID = Xrm.Page.context.getUserLcid();

Returns the name of the current user

var userLCID = Xrm.Page.context.getUserName();

Returns the version number of the Dynamics 365 server

var currentVersion = Xrm.Page.context.getVersion();

Method to close the form.

Xrm.Page.ui.close();

Method to get the form type of the record.

Xrm.Page.ui.getFormType();

Method to refresh the ribbon.

Xrm.Page.ui.refreshRibbon();

Returns the difference between the local time and Coordinated Universal Time (UTC).

var timeDifference = Xrm.Page.context.getTimeZoneOffsetMinutes();

Set Form Notifications in Dynamics 365

Retrieve an entity using Dynamics 365 Web API

The following example retrieves name and revenue properties for the account entity with the Id

Request

GET [Organization URI]/api/data/v8.2/accounts(00000000-0000-0000-0000-000000000001)?$select=name,revenue HTTP/1.1

Accept: application/json

Content-Type: application/json; charset=utf-8

OData-MaxVersion: 4.0

OData-Version: 4.0

Response

HTTP/1.1 200 OK

Content-Type: application/json; odata.metadata=minimal

OData-Version: 4.0

{

"@odata.context": "[Organization URI]/api/data/v8.2/$metadata#accounts(name,revenue)/$entity",

"@odata.etag": "W/\"502186\"",

"name": "A. Datum Corporation (sample)",

"revenue": 10000,

"accountid": "00000000-0000-0000-0000-000000000001",

"_transactioncurrencyid_value":"b2a6b689-9a39-e611-80d2-00155db44581"

}

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function GetRecord() {

   

    var entityName = "accounts", etag;

    var clientURL = Xrm.Page.context.getClientUrl();

    var req = new XMLHttpRequest();

    req.open("GET", encodeURI(clientURL + "/api/data/v8.2/" + entityName + "(00000000-0E99-E711-8127-000000000001)?$select=name,revenue", false));

    req.setRequestHeader("Accept", "application/json");

    req.setRequestHeader("Content-Type", "application/json; charset=utf-8");

    req.setRequestHeader("OData-MaxVersion", "4.0");

    req.setRequestHeader("OData-Version", "4.0");

    req.onreadystatechange = function () {       

        if (this.readyState === 4 /* complete */) {

            req.onreadystatechange = null;

            if (this.status === 200) {

                var result = JSON.parse(this.response);               

            }

            else {

                var error = JSON.parse(this.response).error;

                alert(error.message);

            }

        }

    };

    req.send();

  

}

Apply optimistic concurrency on update Dynamics Web Api

You can use optimistic concurrency to detect whether an entity has been modified since it was last retrieved. If the entity you intend to update or delete has changed on the server since you retrieved it, you may not want to complete the update or delete operation. By applying the pattern shown here you can detect this situation, retrieve the most recent version of the entity, and apply any necessary criteria to re-evaluate whether to try the operation again.

Request

PATCH [Organization URI]/api/data/v8.2/accounts(00000000-0000-0000-0000-000000000001) HTTP/1.1

If-Match: W/"470867"

Accept: application/json

OData-MaxVersion: 4.0

OData-Version: 4.0

{"name":"Updated Account Name"}

Response

HTTP/1.1 412 Precondition Failed

Content-Type: application/json; odata.metadata=minimal

OData-Version: 4.0

{

  "error":{

    "code":"","message":"The version of the existing record doesn't match the RowVersion property provided.",

    "innererror":{

      "message":"The version of the existing record doesn't match the RowVersion property provided.",

      "type":"System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]",

"stacktrace":"  <stack trace details omitted for brevity>

    }

  }

}

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The following update request for an account with accountid of 00000000-0E99-E711-8127-000000000001 fails because the ETag value sent with the If-Match header is different from the current value. If the value had matched means the data which is retrieved is not edited and you have the latest data, a 204 (No Content) status is expected.

function updateLatestData() { // Using optimistic concurrency

  

    var entityName = "accounts";

    var clientURL = Xrm.Page.context.getClientUrl();

    var req = new XMLHttpRequest();

  

    req.open("PATCH", encodeURI(clientURL + "/api/data/v8.2/" + entityName + "(00000000-0E99-E711-8127-000000000001)", true));

    req.setRequestHeader("Accept", "application/json");

    req.setRequestHeader("Content-Type", "application/json; charset=utf-8");

    req.setRequestHeader("OData-MaxVersion", "4.0");

    req.setRequestHeader("OData-Version", "4.0");

    req.setRequestHeader("If-Match", "W/\"470867\"");

    req.onreadystatechange = function () {

        if (this.readyState === 4 /* complete */) {

            req.onreadystatechange = null;

            if (this.status === 204) {

                alert("Record updated");

            }

            else {

                var error = JSON.parse(this.response).error;

                alert(error.message);

            }

        }

    };

    req.send(JSON.stringify(

        {

            name: "Sample Account updated"           

        }));

}

Create Entity using Web API in Dynamics 365

Creating an account record with name "sample account" using web api's

https://msdn.microsoft.com/en-us/library/gg328090.aspx

// Request 

POST [Organization URI]/api/data/v8.2/accounts HTTP/1.1
Content-Type: application/json; charset=utf-8
OData-MaxVersion: 4.0
OData-Version: 4.0
Accept: application/json
{
    "name": "Sample Account",  
}

// Response

HTTP/1.1 204 No Content
OData-Version: 4.0
OData-EntityId: [Organization URI]/api/data/v8.2/accounts(GUID)

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function createEntity() {
    var entityName = "accounts";// Entity Name
    var clientURL = Xrm.Page.context.getClientUrl();// To get CRM client URl 
    var req = new XMLHttpRequest(); //Creating New HTTP request

    req.open("POST", encodeURI(clientURL + "/api/data/v8.2/" + entityName, true));
    req.setRequestHeader("Accept", "application/json");
    req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
    req.setRequestHeader("OData-MaxVersion", "4.0");
    req.setRequestHeader("OData-Version", "4.0");

    req.onreadystatechange = function () {
        if (this.readyState == 4 /* complete */) {
            req.onreadystatechange = null;
            if (this.status == 204) {/* Status 204 denotes success */
                alert("account created from api");
            }
            else {
                var error = JSON.parse(this.response).error;
                alert(error.message);
            }
        }
    };

    req.send(JSON.stringify(// json object to be created
        {
            name: "sample account"
        }));

}

Set Lookup Value using Javascripts in CRM

function set_LookupValue(fieldName, id, name, entityType) {

        if (fieldName != null && id != null) {

            var lookupValue = new Array();

            lookupValue[0] = new Object();

            lookupValue[0].id = id;

            lookupValue[0].name = name;

            lookupValue[0].entityType = entityType;

            Xrm.Page.getAttribute(fieldName).setValue(lookupValue);

        }

    }