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Tag: WebApi

RetrieveTotalRecordCount Bookmarklet

Posted in Dynamics 365, and Power Platform

Counting records in CRM can be tricky and time consumption when there are more than 5.000 records in the table. There are several ways and tools to do this that are already well described in the community.

When you are fine with the fact that the numbers you receive are static from a count last night, you can use the RetrieveTotalRecordCount function.
There are descriptions in the community on how to use it, too:

I combined both and created a bookmarklet, so that you don’t need to to memorize the url path or modify a bookmark everytime when you are in a different system or need another table (entity).

The RetrieveTotalRecordCount Bookmarklet

Create a normal bookmark in you browser and replace its url with the following code:

javascript:function proc(){var r = JSON.parse(this.responseText).EntityRecordCountCollection,t = [];for (let i = 0; i < r.Keys.length; i++) {t.push(r.Keys[i]+"="+r.Values[i])}prompt("Result", t.join(","))} etn = prompt("EntitySchemaName as CSV?", "account,contact").split(",").map((str) => str.replace(/\s/g,''));var oReq = new XMLHttpRequest();oReq.addEventListener("load", proc);oReq.open("GET","api/data/v9.1/RetrieveTotalRecordCount(EntityNames=['"+etn.join("', '")+"'])");oReq.send();

You can use it at any place inside of D365 CE. You only need to write in a SchemaName of an entity (table) or several, comma separated SchemaNames and it answers you with the EntitySetName and the number of records in it (counted last night).

EntitySetName Bookmarklet

Posted in Dynamics 365, Power Automation, and Power Platform

Almost six years after my last post about bookmarklets, I’m proud to present you a new bookmarklet for Dynamics 365 CE.

It can be used to retrieve the EntitySetName for for an entity (table).

In case you don’t know what the EntitySetName, here is what Microsoft writes about it.

This value is used in the resource path for this entity in the Web API. For custom entities, you can change the name of the entity set used. By default it is the same as the LogicalCollectionName.

Source: Microsoft Docs

In other words, you need when you use the WebApi or the Common Data Service (current environment) connector in PowerAutomate.

The EntitySetName Bookmarklet

Create a normal bookmark in you browser and replace its url with the following code:

javascript: etn=prompt("SchemaName?","account");var xhr=new XMLHttpRequest;xhr.open("GET","/api/data/v9.0/EntityDefinitions(LogicalName='"+etn+"')?$select=EntitySetName",!0),xhr.onload=function(t){4===xhr.readyState&&200===xhr.status&&prompt("EntitySetName:",JSON.parse(xhr.responseText).EntitySetName)},xhr.send();

You can use it at any place inside of D365 CE. You only need to write in the SchemaName of an entity (table) and it answers you with the EntitySetName from the EntityDefinitions.

Get isActivity from Metadata

Posted in Dynamics 365, Power Platform, and Revive

This week I had to differentiate between normal entities and activities in Javascript. I had a look into the SDK and remembered my previous post “Get EntitySetName from Metadata“. A little modification and I get true or false from the ‘isActivity’ information in the metadata.

Here it is fo you: Get isActivity from Metadata

function isActivity(strEntityLogicalName)
{
    var req = new XMLHttpRequest();
    req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.0/" +
        "EntityDefinitions(LogicalName='" + strEntityLogicalName + "')?$select=IsActivity", false);
    req.setRequestHeader("OData-MaxVersion", "4.0");
    req.setRequestHeader("OData-Version", "4.0");
    req.setRequestHeader("Accept", "application/json");
    req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
    req.onreadystatechange = function ()
    {
        if (this.readyState === 4)
        {
            req.onreadystatechange = null;
            if (this.status === 200)
            {
                var result = JSON.parse(this.response);
                var isActivity = result.IsActivity;
            }
        }
    };
    req.send();
}

isActivity

CalculateRollupField with WebApi function in Javascript

Posted in Dynamics 365, Power Platform, and Revive

Microsoft added with Service Pack 1 a new function called “CalculateRollupField” in Dynamics CRM (v 8.1) which enables us to recalculate a rollup field on demand.
I will show you here how you can use it in Javascript with a http request against the WebApi.

The CalculateRollupField function inside the webrequest needs a few parameter to know which rollup field you want to to calulate:

  • The EntitySetName of the target record.
    I wrote here how you can get the EntitySetName from the Metadata with an webrequest too.
  • The GUID of the target record.
  • The schema name of the target field.

CalculateRollupField in Javascript:

function calcRollupField(strTargetEntitySetName, strTargetRecordId, strTargetFieldName)
{
    strTargetRecordId = strTargetRecordId.replace("{", "").replace("}", "");
    var req = new XMLHttpRequest();
    req.setRequestHeader("OData-Version", "4.0");
    req.setRequestHeader("OData-MaxVersion", "4.0");
    req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/" +
        "CalculateRollupField(Target=@p1,FieldName=@p2)?" +
        "@p1={'@odata.id':'" + strTargetEntitySetName + "(" + strTargetRecordId + ")'}&" +
        "@p2='" + strTargetFieldName + "'", true);

    req.onreadystatechange = function ()
    {
        if (this.readyState === 4)
        {            
            req.onreadystatechange = null;
            if (this.status === 200)
            {
                var results = JSON.parse(this.response);
            }
            else
            {
                Xrm.Utility.alertDialog(this.statusText);
            }
        }
    };    
    req.send(JSON.stringify({}));
}

The answer of the webservice for the CalculateRollupField function contains the value for the target field, the date of the last calculation and its state.

CRM background color

Posted in Dynamics 365, Power Platform, and Revive

With Dynamics CRM 2015 Update 1 Microsoft introduced the possibility to create own themes. In this post I won’t show you default settings and screenshots of unicorn colored CRM systems, I will show you the hidden setting for the CRM background color.

When you query the properties of a theme you will discover a setting that isn’t visible on the theme record (the highlighted line).
Please spare yourself the trail to customize the theme formular, it is not possible.

{
   "name": "CRM Default Theme",
   "isdefaulttheme": false,
   "logotooltip": "Microsoft Dynamics 365",
   "_logoid_value": null,
   "navbarbackgroundcolor": "#000000",
   "navbarshelfcolor": "#DFE2E8",
   "headercolor": "#1160B7",
   "globallinkcolor": "#1160B7",
   "selectedlinkeffect": "#B1D6F0",
   "hoverlinkeffect": "#D7EBF9",
   "processcontrolcolor": "#D24726",
   "defaultentitycolor": "#001CA5",
   "defaultcustomentitycolor": "#006551",
   "controlborder": "#CCCCCC",
   "controlshade": "#F3F1F1",
   "backgroundcolor": "#FFFFFF",
}

So I had the idea to update the value directly through a web service call and it works.
After publishing the theme, I had a new CRM background color.

What you need to know is that Microsoft changes value back to the original CRM background color (#FFFFFF), every time you save the record through th UI.

The CRM background color bookmarklet

Since I’m a lazy guy who likes it when things are reusable, I’ve created the following bookmarklet.

Drag and drop the “CRM background color” button on your bookmark toolbar.
 

With the bookmarklet your process to change the CRM background color is:

  1. Open your theme record
  2. Make your customizations
  3. Save the theme
  4. Use the bookmarklet
  5. Publish your theme

I’m not sure if Microsoft will support it.
From a technical point of view is it only an update of a record through the webservice. Considered a manufacturers point of view, they don’t want that we can change it – otherwise we had probably an option for it in the UI.

Happy styling!