Using Webservices in Dynamics CRM plug-ins


Sometimes you need calling a web service inside a plugin, like a scenario we encountered. We need a plugin for an activity Status change event, which calls a web service out side of the CRM server. In this situations if you add a web service reference in plug-in code in visual studio and deploying it to CRM server, it would not work using the config items in App.config.

What is the solution ?

You should manually config the web service, I mean hard code it like below :

BasicHttpBinding binding = new BasicHttpBinding();
EndpointAddress endpoint = new EndpointAddress("http://webservice?wsdl");
var webserviceClient= new WEbServiceClient(binding, endpoint);


Knockout JS, complex form and mvc

It is not a week I have got familiar with Knockout.js. First of all let me tell you that currentlyI spend most of my time developing a web application connected to abas ERP system using a java based web service. The web application is an mvc app, and to make it more like to abas windows client, I am trying my best, and as you know, to make a web app more usable, you HAVE TO use javascript, but use it with caution. Thanks to js libraries developed in last few years, writing a clean and maintainable js code has been more simple than before.

Ok telling story is enough. In my web app, for the first time I decided to use a MVVM js library!. In this phase I have to create a payment form which includes card lines as it items. So to make it easier for user to add items to payment, this time I used knockout to bind invoice items, which are editable. In the past I manually added line item to table and handling edition to any part of line item was a headache, because reflecting the changes made to table containing the items was a lot of hard code.

I am not going to describe the whole solution here, mainly I am going to tell you how to add this line items values to form, to have them as a list in server side (Here server side code is mvc). Before reading the rest of this article, I recommend reading this tutorial from knockoutjs.

Say our payment model is like below:

public class PayemntModel
public string Name{get;set;}
public List Items{get;set;}
public class Card
public decimal Amount{get;set;}
//... other properties

and this is our form handler in server side:

public ActionResult Form(PayemntModel model)
// handle the data

and lets go to client side.

In your clients side code, having form field for “Name” property is easy :

<input type="text" id="Name" name="Name">

but for your card list, can not have something like this:

//first item
<input type="text" id="Amount" value="5600" name="Amount">
//second item
<input type="text" id="Amount" value="2300" name="Amount">

why? first of all modelbinding in mvc side cant detect your list, and also if it find, it can not distingush first item from second.

So every line should have an index and also a unique Id, something like this:

<div data-bind="foreach: Cards">
<input type="hidden" name="Cards.index" value="0">
<inpu value="5600" id="Cards_0__Amount" name="Cards[0].Amount"><input type="hidden" name="Cards.index" value="1">
<inpu value="2300" id="Cards_1__Amount" name="Cards[1].Amount">

How you achieve this with knockout?! after some googling I found that you can easily change attributes of an HTML tag.!!

Here how it is done :

<div data-bind="foreach: Cards">
<input type="hidden" name="Cards.index" data-bind="value: $index()">
<input data-bind="value: Amount,attr: {'id': 'Cards_' + $index() + '__Amount','name':'Cards['+$index()+'].Amount'}" type="hidden">

you can use $index() to easily separate item lines and give them unique id. It is a function in knockout that return index of each item in an observablearray.

Thats it!


Enabling CORS on tomcat

Long time no post!


As i have already told, our Dynamic CRM Customizations deals with ABAS ERP software.

To respond some requirements of Service Processing subsystem, in a CASE form we want a button that by clicking on, product information get loaded to the form. User inputs a serial number, and by that SN, a request made to ERP server and products information get back as response.

ABAS ERP developing team already developed a SOAP web service which sync customer data between ERP and CRM. It works fine when it used as a service reference int a CRM plugin. But when it comes to use web service in a html client using Java Script, story changes. First of all I had to find a JS lib to parse SOAP messages. It was easy, I googled and found javascriptsoapclient. But as the origin of CRM and web service host are different, browser does not allow js to request the web service and throws “Access-Control-Allow-Origin” error.

I am new to Java developed web services and also to apache tomcat web. If it was a .net web service, I could solve problem by adding required headers. But the web service is a Java project and developed using Eclipse IDE. After a lots of research I found that I cand add CORS (Cross Origin resource sharing) to tomcat, but for versions higher than 7.0.41 !

I installed latest version and read lots of documents and questions around web. In official docs of tomcat, it says by adding some xml tags you can enable CORS for entire apps hosted in tomcat. As it seems it is not actually that easy.

What I had to do? I had to download two libraries mentioned in this  guideline and them to lib folder of tomcat. It is the best solution, but in addition to add those libraries to the lib folder of tomcat, you also  have to add them to lib folder of the application you want to have CORS enabled.


Restricting views based on security roles even for quick search view


In a company I currently work (I told you before), we have lots of staff and teams¬†that each staff belongs to one of them. To apply security rules to CRM system, we have already some tools, like “Security Role” and “Field Level Security”.

You can define which entities a team or user can access an how far. I mean you can restrict a user to see only his/her activities or hide some entities for him/her.

But there are some situations that you want to show only specific view of an entity¬†to a team. Say you want to only names and owner of “Account” entity to team¬†“X”.

When a user opens “Accounts”, bunch of views are there to filter result for him/her. But we want user to have only one view of “Account” and all other views being hidden from her/him.

I googled and found this useful solution. You can easy filter views based on security rules. You can even say which view is the default one, when a user/team wants to see records of some entity.

Using the solution, I created a system view, assigned to team “X” as a default view for “Accouint”. Every thing works fine, team members only see name and owner in their views, but when they use quick search box, view changes and all other fields become¬†visible for team members.

That is where plug-in comes to the play. By creating a plugin on pre-operation¬†of “RetriveMultiple” message of account entity you can restrict the fields returned to the user requested the view.

Hope it helps.

Custom Advance Find view in Dynamics CRM

Hi again.

As you know there is a service part in dynamic CRM where you can track customers request for product failure or you can define your services, contracts and etc.

To make “Case” more usable for our company`s needs and requirements and make it easier for support team to work with Dynamics CRM, some customization suggested. One of them was to show a grid of records with same serial number of current Case in the Case form.

I did some research and found this useful article, but it did not work in IE and Firefox, I mean the grid is not shown in the form! So why?

Let see how could we show a custom grid (Like what you see in Views of an entity) in a form.

First you should now that by posting a form to “/AdvancedFind/fetchData.aspx” you can get a result containing a view of requested entity. But this form needs some parameters as below:

FetchXml : The query you pass to get data

LayoutXml: The columns you want to be shown on view

EntityName: Entity you want to query

DefaultAdvFindViewId: Id of a default view you created for your custom need

(Notice: This view should have exact columns as you have in LayoutXml)

ViewType: (I dont know :D)

How could you get “FetchXml “?

is it easy, just go to views tab of entity you want to query, click on New Personal View, In saved views find the View you want to use, then click on Download Fetch XML.

For LayoutXml, you can use XrmToolBox, and get layout of view you want.

So what ? As I said the solution provided by the mentioned article, does works perfect in chrome but have problems in IE and firefox. To make it work in those browsers, instead of creating the form dynamically using js code, I hard-coded form elements in string and then post it, as below:

<br />
	var innerform='<form name="vDynamicForm" method="post" action="'+ gContext.getServerUrl()+'/AdvancedFind/fetchData.aspx">'+

			'<input type="hidden" name="FetchXml" value="'+Instance.FetchXml+'">'+
			'<input type="hidden" name="LayoutXml" value="'+Instance.LayoutXml+'">'+
			'<input type="hidden" name="EntityName" value='+Instance.Entity+'>'+
			'<input type="hidden" name="DefaultAdvFindViewId" value='+Instance.QueryId+'>'+
			'<input type="hidden" name="ViewType" value="1039">'+




Create new record using current form values in dynamic crm

Currently I am working on a new customization for dynamics CRM customization that requires to copy fields from a form and create a new record using JS.

Copying text or numeric values was easy, like the below :

var attValue =;

But for Optionset or Money attributes the scenario was different. For those types to copy to you have to do :

var attVal =;
var newattVal= attVal!=null ? {Value:attVal.toString()}:null;

It meas you have read “Value” from the atttribute to get what you want. Finally yo save a new record with values I read using current form, I utilized the¬†CrmRestKit library like below:

CrmRestKit.Create( 'entityname', listofaatributes, false )
				.fail( function(){
				//console.log('error accoured');
				.done( function ( data, status, xhr ) { 

				} );