Im working with Microsoft Dynamics CRM. The client is requesting to be able to add notes from a webresources.
I thought that something like this will do the trick:
Xrm.Utility.openEntityForm("annotation", null, parameters);
or even the classic
/main.aspx?etn=annotation&pagetype=entityrecord#
But I receive a "Query Builder Error: The specified record type does not exist in Microsoft Dynamics CRM"
It seems like notes is not something we can open in that way but I cannot found the right way (if even exists!)
Any help?
Maybe this can help someone in the future: This will open a dialog with the Regarding field filled, the textboxs for title and description and the attachments field.
function createNote() {
var EntityID = Xrm.Page.data.entity.getId(); // to get entity id
var ServicerURL = Xrm.Page.context.getClientUrl(); // to get server url
var etc =Xrm.Page.context.getQueryStringParameters().etc; // to get entity type code, make sure not to hard code it, because it could changed in another deployment
var NotesURL = ServicerURL + "/notes/edit.aspx?pId=" + EntityID + "&pType=" + etc;
var features = "copyhistory=no,top=110,left=280,width=600,height=400";
window.open(NotesURL, "", features);
}
Related
I am having a problem similar to Botframework findEntity() issue.
I have created a node.js botframework app using the azure interface. I am using the azure ide for development (to keep things simple).
The relevant code is:
// Main dialog with LUIS
var recognizer = new builder.LuisRecognizer(LuisModelUrl);
var intents = new builder.IntentDialog({ recognizers: [recognizer] })
/*
.matches('<yourIntent>')... See details at http://docs.botframework.com/builder/node/guides/understanding-natural-language/
*/
.matches('Help',(session, args) => {
var entities = args.entities;
var itype = builder.EntityRecognizer.findEntity(args.entities, 'ItemTypes');
session.send(args.entities[0]["entity"]);
session.send(args.entities[0]["type"]);
session.send('How may I assist you? ' + JSON.stringify(args));
session.send('Value of entity (didnt match) you said: \'%s\'.', itype);
})
the findEntity function returns null in itype (at least that is what I see in the session.send results.
I tried using both args.entities and args.intents.entities, no change.
When I look at the results of the args.entities[0]["entity"] and [type] I do get values. The results of the JSON.stringify are below (also showing it is finding the entity).
How may I assist you?
{"score":0.970185757,"intent":"Help","intents":[{"intent":"Help","score":0.970185757},{"intent":"Joke","score":0.0711096451},{"intent":"Greeting","score":0.0438234434},{"intent":"None","score":0.0408537947},{"intent":"Goodbye","score":0.04074517}],"entities":[{"entity":"stapler","type":"ItemTypes","
I'm assuming there is more but that it was cut off by the chat window.
I'm new to every technology involved and will take any help I can get.
I am using Ms Dynamic Web Api with Simple OData. I need to add new record for link entities.
I am using the below code snip and refer the documentation on
https://github.com/object/Simple.OData.Client/wiki/Adding-entries-with-links
var newContactData = await _oDataClient
.For<Contacts>()
.Set(new
{
firstname = contactData.ContatDetails.firstname,
lastname = contactData.ContatDetails.lastname,
emailaddress1 = contactData.ContatDetails.emailaddress1
})
.InsertEntryAsync(true);
var newContactLink = await _oDataClient.For<New_project_contactses>()
.Set(new
{
_new_contact_project_name_new_value = contactData.ContatDetailsLink._new_contact_project_name_new_value,
new_project_contactsid = new Guid("0eb46b24-21a2-e611-80eb-c4346bc5b2d4"),
new_contact_type = contactData.ContatDetailsLink.new_contact_type,
})
.InsertEntryAsync(resultRequired: true);
i am getting exception
CRM do not support direct update of Entity Reference properties, Use
Navigation properties insteadS
Well, it is possible, but you need to use the special "#odata.bind" syntax to update your single-navigation properties.
For example, to update an account so that it references an existing primarycontactid, you can use a PATCH operation to the /api/data/v8.2/accounts endpoint with the following body:
{
"name":"Sample Account",
"primarycontactid#odata.bind":"/contacts(00000000-0000-0000-0000-000000000001)"
}
See https://msdn.microsoft.com/en-us/library/gg328090.aspx#Anchor_3 (it is discussed in terms of creating an entity, but it works for updating as well).
I figure out the issue With Dynamc CRM you cannot directly update reference entities Field. You can identify reference entity properties start with "_".
I am trying to write an activity in Google+ using the dotnet-client. The issue is that I can't seem to get the configuration of my client app correctly. According to the Google+ Sign-In configuration and this SO question we need to add the requestvisibleactions parameter. I did that but it did not work. I am using the scope https://www.googleapis.com/auth/plus.login and I even added the scope https://www.googleapis.com/auth/plus.moments.write but the insert still did not work.
This is what my request url looks like:
https://accounts.google.com/ServiceLogin?service=lso&passive=1209600&continue=https://accounts.google.com/o/oauth2/auth?scope%3Dhttps://www.googleapis.com/auth/plus.login%2Bhttps://www.googleapis.com/auth/plus.moments.write%26response_type%3Dcode%26redirect_uri%3Dhttp://localhost/%26state%3D%26requestvisibleactions%3Dhttp://schemas.google.com/AddActivity%26client_id%3D000.apps.googleusercontent.com%26request_visible_actions%3Dhttp://schemas.google.com/AddActivity%26hl%3Den%26from_login%3D1%26as%3D-1fbe06f1c6120f4d<mpl=popup&shdf=Cm4LEhF0aGlyZFBhcnR5TG9nb1VybBoADAsSFXRoaXJkUGFydHlEaXNwbGF5TmFtZRoHQ2hpa3V0bwwLEgZkb21haW4aB0NoaWt1dG8MCxIVdGhpcmRQYXJ0eURpc3BsYXlUeXBlGgdERUZBVUxUDBIDbHNvIhTeWybcoJ9pXSeN2t-k8A4SUbfhsygBMhQivAmfNSs_LkjXXZ7bPxilXgjMsQ&scc=1
As you can see from there that there is a request_visible_actions and I even added one that has no underscore in case I got the parameter wrong (requestvisibleactions).
Let me say that my app is being authenticated successfully by the API. I can get the user's profile after being authenticated and it is on the "insert moment" part that my app fails. My insert code:
var body = new Moment();
var target = new ItemScope();
target.Id = referenceId;
target.Image = image;
target.Type = "http://schemas.google.com/AddActivity";
target.Description = description;
target.Name = caption;
body.Target = target;
body.Type = "http://schemas.google.com/AddActivity";
var insert =
new MomentsResource.InsertRequest(
// this is a valid service instance as I am using this to query the user's profile
_plusService,
body,
id,
MomentsResource.Collection.Vault);
Moment result = null;
try
{
result = insert.Fetch();
}
catch (ThreadAbortException)
{
// User was not yet authenticated and is being forwarded to the authorization page.
throw;
}
catch (Google.GoogleApiRequestException requestEx)
{
// here I get a 401 Unauthorized error
}
catch (Exception ex)
{
} `
For the OAuth flow, there are two issues with your request:
request_visible_actions is what is passed to the OAuth v2 server (don't pass requestvisibleactions)
plus.moments.write is a deprecated scope, you only need to pass in plus.login
Make sure your project references the latest version of the Google+ .NET client library from here:
https://developers.google.com/resources/api-libraries/download/stable/plus/v1/csharp
I have created a project on GitHub showing a full server-side flow here:
https://github.com/gguuss/gplus_csharp_ssflow
As Brettj said, you should be using the Google+ Sign-in Button as demonstrated in the latest Google+ samples from here:
https://github.com/googleplus/gplus-quickstart-csharp
First, ensure you are requesting all of the activity types you're writing. You will know this is working because the authorization dialog will show "Make your app activity available via Google, visible to you and: [...]" below the text that starts with "This app would like to". I know you checked this but I'm 90% sure this is why you are getting the 401 error code. The following markup shows how to render the Google+ Sign-In button requesting access to Add activities.
<div id="gConnect">
<button class="g-signin"
data-scope="https://www.googleapis.com/auth/plus.login"
data-requestvisibleactions="http://schemas.google.com/AddActivity"
data-clientId="YOUR_CLIENT_ID"
data-accesstype="offline"
data-callback="onSignInCallback"
data-theme="dark"
data-cookiepolicy="single_host_origin">
</button>
Assuming you have a PlusService object with the correct activity type set in data-requestvisibleactions, the following code, which you should be able to copy/paste to see it work, concisely demonstrates writing moments using the .NET client and has been tested to work:
Moment body = new Moment();
ItemScope target = new ItemScope();
target.Id = "replacewithuniqueforaddtarget";
target.Image = "http://www.google.com/s2/static/images/GoogleyEyes.png";
target.Type = "";
target.Description = "The description for the activity";
target.Name = "An example of add activity";
body.Target = target;
body.Type = "http://schemas.google.com/AddActivity";
MomentsResource.InsertRequest insert =
new MomentsResource.InsertRequest(
_plusService,
body,
"me",
MomentsResource.Collection.Vault);
Moment wrote = insert.Fetch();
Note, I'm including Google.Apis.Plus.v1.Data for convenience.
Ah it's that simple! Maybe not? I am answering my own question and consequently accept it as the answer (after a few days of course) so others having the same issue may be guided. But I will definitely up-vote Gus' answer for it led me to the fix for my code.
So according to #class answer written above and as explained on his blog the key to successfully creating a moment is adding the request_visible_actions parameter. I did that but my request still failed and it is because I was missing an important thing. You need to add one more parameter and that is the access_type and it should be set to offline. The OAuth request, at a minimum, should look like: https://accounts.google.com/o/oauth2/auth?scope=https://www.googleapis.com/auth/plus.login&response_type=code&redirect_uri=http://localhost/&request_visible_actions=http://schemas.google.com/AddActivity&access_type=offline.
For the complete and correct client code you can get Gus' example here or download the entire dotnet client library including the source and sample and add what I added below. The most important thing that you should remember is modifying your AuthorizationServerDescription for the Google API. Here's my version of the authenticator:
public static OAuth2Authenticator<WebServerClient> CreateAuthenticator(
string clientId, string clientSecret)
{
if (string.IsNullOrWhiteSpace(clientId))
throw new ArgumentException("clientId cannot be empty");
if (string.IsNullOrWhiteSpace(clientSecret))
throw new ArgumentException("clientSecret cannot be empty");
var description = GoogleAuthenticationServer.Description;
var uri = description.AuthorizationEndpoint.AbsoluteUri;
// This is the one that has been documented on Gus' blog site
// and over at Google's (https://developers.google.com/+/web/signin/)
// This is not in the dotnetclient sample by the way
// and you need to understand how OAuth and DNOA works.
// I had this already, see my original post,
// I thought it will make my day.
if (uri.IndexOf("request_visible_actions") < 1)
{
var param = (uri.IndexOf('?') > 0) ? "&" : "?";
description.AuthorizationEndpoint = new Uri(
uri + param +
"request_visible_actions=http://schemas.google.com/AddActivity");
}
// This is what I have been missing!
// They forgot to tell us about this or did I just miss this somewhere?
uri = description.AuthorizationEndpoint.AbsoluteUri;
if (uri.IndexOf("offline") < 1)
{
var param = (uri.IndexOf('?') > 0) ? "&" : "?";
description.AuthorizationEndpoint =
new Uri(uri + param + "access_type=offline");
}
// Register the authenticator.
var provider = new WebServerClient(description)
{
ClientIdentifier = clientId,
ClientSecret = clientSecret,
};
var authenticator =
new OAuth2Authenticator<WebServerClient>(provider, GetAuthorization)
{ NoCaching = true };
return authenticator;
}
Without the access_type=offline my code never worked and it will never work. Now I wonder why? It would be good to have some explanation.
I'm really scratching my head with this. I'm trying to use the Dynamics CRM SDK to update an account record. No matter what I try, it's failing. Here goes.
Account sampleAccount = CrmAccount.GetAccountsBySubmissionCode(crmService, "ERZZUP").Single<Account>();
sampleAccount.Name = "AMC Edited";
crmService.Update(sampleAccount);
Gives the error: EntityState must be set to null, Created (for Create message) or Changed (for Update message)
XrmServiceContext ctx = new XrmServiceContext(crmService);
Account sampleAccount = CrmAccount.GetAccountsBySubmissionCode(crmService, "ERZZUP").Single<Account>();
sampleAccount.Name = "AMC Edited";
ctx.UpdateObject(sampleAccount);
ctx.SaveChanges();
Gives the error: The context is not currently tracking the 'account' entity.
XrmServiceContext ctx = new XrmServiceContext(crmService);
Account sampleAccount = CrmAccount.GetAccountsBySubmissionCode(crmService, "ERZZUP").Single<Account>();
sampleAccount.Name = "AMC Edited";
ctx.Attach(sampleAccount);
ctx.UpdateObject(sampleAccount);
ctx.SaveChanges();
Gives the error: The 'account' entity is already attached to a context.
For reference,
1. The Account object is created by the SDK Early Bound Code Generation Tool
2. crmService is the IOrganizationService connection object
3. GetAccounts ... performs a LINQ query and return an IEnumerable
Please help.
Thanks,
Chris.
Refer to http://msdn.microsoft.com/en-us/library/gg695783.aspx, particularly the "Multiple Data Contexts" part. It seems you're using multiple contexts to track the entities. The CrmAccount.GetAccountsBySubmissionCode method just hides this from you.
Make sure within the CrmAccount.GetAccountsBySubmissionCode method to dispose of the context/service before returning the IEnumerable<Account>, or make sure you use the same context/service to Update.
The CRM SDK says this is possible but the following code fails. Does anyone know why?
var request = new RetrieveMultipleRequest();
var query = new QueryExpression(EntityName.asyncoperation.ToString());
query.ColumnSet = new AllColumns();
request.Query = query;
var response = _connection.Execute(request);
The error is:
<error>\n
<code>0x80040216</code>
<description>An unexpected error occurred.</description>
<type>Platform</type>
</error>
If I change the entity name to account, it works fine.
Found the answer. It appears that it doesn't like the "new AllColumns()" bit. If I specify a column list it works.