How to copy Microsoft CRM 2011 organization on the same server.

There are many reasons to copy organizations, one of the most common - for testing purpose.

You can do as following:

1. Select a database in SQL Server Management Studio which will be copied (TEST_MSCRM). Right click on the target database -> Tasks -> Backup.

Useful JavaScript commands for Microsoft CRM 2011 - Part 2: Xrm.Page.data.entity.attributes

Useful JavaScript commands for Microsoft CRM 2011 - Part 2: Xrm.Page.data.entity.attributes

Xrm.Page.data.entity.attributes – provides methods to retrieve information and perform actions on attributes.

Command	Description
.addOnChange()	Sets a function to be called when the attribute value is changed.
.fireOnChange()	Causes the OnChange event to occur on the attribute so that any script associated to that event can execute. Example: Xrm.Page.getAttribute("CRMFieldSchemaName").fireOnChange();
.getAttributeType()	Returns a string value that represents the type of attribute.
.getFormat()	Returns a string value that represents formatting options for the attribute.
.getInitialValue()	Returns the initial value for Boolean or optionset attributes. Attribute Types: Boolean, optionset
.getIsDirty()	Returns a Boolean value indicating if there are unsaved changes to the attribute value.
.getMax()	Returns a number indicating the maximum allowed value for an attribute. Attribute Types: money, decimal, integer, double

Useful JavaScript commands for Microsoft CRM 2011 - Part 1: Xrm.Page.context

Useful JavaScript commands for Microsoft CRM 2011 - Part 1: Xrm.Page.context

Xrm.Page.context – provides methods to obtain information specific to the organization, user or parameters that were passed in the form of a query string.

Command	Description
.getAuthenticationHeader()	Returns the encoded header SOAP-request for Web service in the style of MSCRM 4.0.
.getCurrentTheme()	Returns the current user's Outlook theme.
.getOrgLcid()	Returns the value of the LCID for the main language of the organization. Example: Xrm.Page.context. getOrgLcid();
.getOrgUniqueName()	Returns the unique name of the organization.
.getQueryStringParameters()	Returns an array of key-value pairs passed in the query string.
.getServerUrl()	Returns the base server URL. When a user is working offline with Microsoft Dynamics CRM for Microsoft Office Outlook, the URL is to the local Microsoft Dynamics CRM Web services.
.getUserId()	Returns the GUID value of the SystemUser.id value for the current user. Example: Xrm.Page.context.getUserId();
.getUserLcid()	Returns the LCID value that represents the Microsoft Dynamics CRM Language Pack that is the user selected as their preferred language. Example: Xrm.Page.context.getUserLcid();
.getUserRoles()	Returns an array of strings representing the GUID values of each of the security roles that the user is associated with. Example: Xrm.Page.context.getUserRoles();
.isOutlookClient()	Returns a Boolean value indicating if the user is using Microsoft Dynamics CRM for Microsoft Office Outlook. Example: Xrm.Page.context.isOutlookClient();
.isOutlookOnline()	Returns a Boolean value indicating whether the user is connected to the Microsoft Dynamics CRM server while using Microsoft Dynamics CRM for Microsoft Office Outlook with Offline Access. When this function returns false, the user is working offline without a connection to the server. They are interacting with an instance of Microsoft Dynamics CRM running on their local computer. Example: Xrm.Page.context.isOutlookOnline();
.prependOrgName()	Adds the name of the organization to the specified path.

How to add color to a Microsoft CRM 2011 Form Picklist

Add color to target picklist is a very simple task. I will show you an example on Task form, Priority Picklist.
It has three options: Low, Normal, High.
Let’s add colors for them: Yellow, Green and Red.

Simply add OnLoad event:

function AddColorToPriority()
{
crmForm.all["prioritycode"][0].style.background = "#FFF380"; // Low => Yellow
crmForm.all["prioritycode"][1].style.background = "#5EFB6E"; // Normal => Green
crmForm.all["prioritycode"][2].style.background = "#E55451"; // High => Red
}

Here is other way to implement it:

function AddColorToPrioritySecond()
{
crmForm.all.prioritycode[0].style.background = "yellow"; // Low => Yellow
crmForm.all.prioritycode[1].style.background = "green"; // Normal => Green
crmForm.all.prioritycode[2].style.background = "red"; // High => Red
}

Get a list of System and User Dashboards in CRM 2011

You can get a complete list of System and User Dashboard by:

public void InitializeDashboardList()
{
     this.GetSystemDashboard();
     this.GetUserDashboard();
}

private void GetSystemDashboard()
{
if (!User.HasPrivilege("systemform", AccessRights.ReadAccess, (IOrganizationContext)UserInformation.Current))
return;
var systemdashboard = this.RetrieveDashboard("systemform", new string[4]
{
"formid",
"name",
"isdefault",
"description"
});
}

private void GetUserDashboard()
{
if (!User.HasPrivilege("userform", AccessRights.ReadAccess, (IOrganizationContext)UserInformation.Current))
return;
var userdashboard = this.RetrieveDashboard("userform", new string[3]
{
"userformid",
"name",
"description"
});
}

private ApplicationEntityCollection RetrieveDashboard(string logicalName, string[] columns)
{
     QueryExpression query = new QueryExpression(logicalName);
     query.ColumnSet.AddColumns(columns);
     query.Criteria.AddCondition("type", ConditionOperator.Equal, (object)0);
     query.Orders.Add((object)new OrderExpression("name", OrderType.Ascending));
     return DataSource.RetrieveMultiple(query, (IOrganizationContext)UserInformation.Current);
}

List of Microsoft CRM 2011 Web Services

List of Web Services:

http://demo:7777/AppWebServices/ActivitiesWebService.asmx

http://demo:7777/AppWebServices/AdvancedFind.asmx

http://demo:7777/AppWebServices/Annotation.asmx

http://demo:7777/AppWebServices/AppGridWebService.asmx

http://demo:7777/AppWebServices/AssociateRecords.asmx

Search all columns of all tables in a MS CRM 2011 database for a keyword.

Here is the complete stored procedure code:
CREATE PROC SearchKeywordInAllCRMTables
(
@SearchKeyword nvarchar(100)
)
AS
BEGIN

CREATE TABLE #SearchResults (ColumnName nvarchar(370), ColumnValue nvarchar(3630))
SET NOCOUNT ON
DECLARE @TableName nvarchar(256), @ColumnName nvarchar(128), @TempKeyword nvarchar(110)