#CRM2016 – Get all teams by user in C#

public Microsoft.Xrm.Sdk.EntityCollection UserTeams(Guid UserID)
{

    QueryExpression query = new QueryExpression("team");
    query.ColumnSet = new ColumnSet(true);
    LinkEntity link = query.AddLink("teammembership", "teamid", "teamid");
    link.LinkCriteria.AddCondition(new ConditionExpression("systemuserid", ConditionOperator.Equal, UserID));

    try
    {
      return service.RetrieveMultiple(query);
    }
    catch (Exception ex)
    {
       // Do your Error Handling here
       throw ex;
    }
}

CRM2016 – Check if User is a mamber of a team C#

The code is the following:

public static bool IsTeamMember(Guid teamID, Guid userID, IOrganizationService service)
{
QueryExpression query = new QueryExpression("team");
query.ColumnSet = new ColumnSet(true);
query.Criteria.AddCondition(new ConditionExpression("teamid", ConditionOperator.Equal, teamID));
LinkEntity link = query.AddLink("teammembership", "teamid", "teamid");
link.LinkCriteria.AddCondition(new ConditionExpression("systemuserid", ConditionOperator.Equal, userID));
var results = service.RetrieveMultiple(query);
 
if (results.Entities.Count > 0)
{
return true;
}
else
{
return false;
}
}

CRM 2016 – Get all activities related with a user with C#

Today I need to get all activities related with a specific user. The way it to easy: We can use FetchXM or Query Expression. I usually prefer use Query Expression.
The code is easy:

private List<Entity> GetAssociatedActivities(EntityReference regarding)
        {
            QueryExpression query = new QueryExpression { EntityName = "activitypointer", ColumnSet = new ColumnSet(new string[] { "activitytypecode" }) };
            query.Criteria.AddCondition("regardingobjectid", ConditionOperator.Equal, regarding.Id);
            query.Criteria.AddCondition("statecode", ConditionOperator.NotEqual, 1);  //ignore completed
            EntityCollection collection = _sdk.RetrieveMultiple(query);
            return collection.Entities.ToList();
        }

That’s all.

CRM2016 – Getting use of PublishXmlRequest SDK message to publish an Entity or a Web Resource

Today I had a timeout error on my application when I tried to use PublishAllXmlRequest .I resolved to use a single PublishXmlRequest in this way:

#region Publish FormXMl
//Publish entity for which formxml has been changed 
PublishXmlRequest publishRequest = new PublishXmlRequest();
publishRequest.ParameterXml ="<importexportxml>" +
"    <entities>" +
"        <entity>" + entityName + "</entity>" +
"    </entities>" +
"    <nodes/>" +
"    <securityroles/>  " +
"    <settings/>" +
"    <workflows/>" +
"</importexportxml>";

try
{
organizationService.Execute(publishRequest);
}
catch (Exception ex)
{
    throw new ex
}
#endregion

MSCRM – Enable Note and Insert Note Area in the Entity

Today I start to create a tool to help me with some ordinary activity in the upgrade process to CRM2016. I needed a way to migrate DCP entity in the Mail Merge Template. The first problem that I found, is the possibility to enable “Note” in the entity and the second problem was to insert the Note Area inside the main form. The check of the property inside the entity is not enough because we need to edit manually the form. The ckeck enabled the Note Button in edit Form:

I wanted an automatic process. After scounting I found this solution:

Enable and Insert Note Code

private void EnableMailMergeTemplateAnnotation(IOrganizationService service)
{
	//Check if note area exists in the entity
	if (CheckNoteExist(service))
	{
		Log.Info("Enable Note  - the note panes exists in the form ...");
	}
	else
	{
		//Get Entity Metadata for the entity mailmergetemplate
		RetrieveEntityRequest retrieveBankAccountEntityRequest = new RetrieveEntityRequest
		{
			EntityFilters = EntityFilters.Entity,
			LogicalName = "mailmergetemplate"
		};
	
		RetrieveEntityResponse retrieveMailMergeTemplateMetaData = (RetrieveEntityResponse)service.Execute(retrieveBankAccountEntityRequest);

		EntityMetadata mailMergeTemplate = retrieveMailMergeTemplateMetaData.EntityMetadata;

		// Enable Notes 
		UpdateEntityRequest enableNoteRequest = new UpdateEntityRequest
		{
			Entity = mailMergeTemplate,
			HasNotes = true
		};
				
		service.Execute(enableNoteRequest);
		
		//Update Form
		UpdateEntityForm("mailmergetemplate", service);

		//Publish Update
		PublishAllXmlRequest publishRequest = new PublishAllXmlRequest();
		service.Execute(publishRequest);
	}
}

Add Note Area in the form

public void UpdateEntityForm(String entityLogicalName, IOrganizationService service)
{

	QueryExpression q = new QueryExpression("systemform");
	q.ColumnSet = new ColumnSet("formxml");
	q.Criteria.AddCondition(new ConditionExpression("type", ConditionOperator.Equal, 2));
	q.Criteria.AddCondition(new ConditionExpression("objecttypecode", ConditionOperator.Equal, "mailmergetemplate"));

	var entities = service.RetrieveMultiple(q);


	if (entities != null)
	{
		string mainForm = entities.Entities.First().Attributes["formxml"].ToString();
		// Definition of a custom tab containing the custom attributes created in this sample
		String noteRow = @"<row/>
			<row/>
			<row>
				<cell id=""{33537195-ad98-07d8-7267-2e93e712905d}"" showlabel=""true"" rowspan=""15"" auto=""false"" colspan=""2"">
					<labels>
						<label description=""Note Text"" languagecode=""1033"" />
					</labels>
					<control id=""notescontrol"" classid=""{06375649-c143-495e-a496-c962e5b4488e}"" />
				</cell>
			</row>
			<row />
			<row />
			<row />
			<row />
			<row />
			<row />
			<row />
			<row />
			<row />
			<row />
			<row />
			<row />
			<row />
			<row />
		</rows>
		</section>


<section name=""Categorization""";

		if (mainForm.Contains("notescontrol"))
		{
			Log.Info("Note exists in the form...");
		}
		else
		{             
			string newForm = mainForm.Replace("</rows></section>
<section name=\"Categorization\"", noteRow);
			//Updateing the entity form definition
			entities.Entities.First().Attributes["formxml"] = newForm;
			//saving the bank account form
			service.Update(entities.Entities.First());
		}
	   

	   
	}
}

And with this code my life is more easy.

CRM 2011 – How to get the current user from within a worflow

Today I needed to get the Current User inside a workflow activity. In CRM 2001 process it is not possible to get current user and in some cases a reference can be necessary in order to set the right user.
A Custom Workflow Activity can be created for this purpose, taking advantage of the InitiatingUserId property.

public class GetCurrentUser : CodeActivity
    {
        [Output("Current User")]
        [ReferenceTarget("systemuser")]
        public OutArgument<EntityReference> CurrentUser { get; set; }
        protected override void Execute(CodeActivityContext context)
        {
            IWorkflowContext workflowContext = context.GetExtension<IWorkflowContext>();
            CurrentUser.Set(context, new EntityReference("systemuser", workflowContext.InitiatingUserId));

        }
    }

Now from our workflow activity we have the current user.

CRM2011 – Search what is the database associated at Organization

Sometimes I need to search what is a database associated at an existing organization. It is simple: From CRM Server, we need to ope SQL Server tools and execuete this query:

By running this query within MSCRM_CONFIG database we should be able to easily identify each organization:

SELECT [DatabaseName]
      ,[FriendlyName]
      ,[SqlServerName]
      ,[SrsUrl]
      ,[State]
      ,[UniqueName]
      ,[UrlName]
      ,[IsDeleted]
FROM [MSCRM_CONFIG].[dbo].[Organization]

That’s all…