Prevent window from closing on Save and Close.

function OnSave(event) {
         // Cancel the save operation.
         event.returnValue = false;
         return false;
}
or
function OnSave(event) {
        // Cancel the save operation.
        event.getEventArgs().preventDefault();
        return false;
}
My understanding is that event.returnValue = false; is CRM 4.0 syntax (still works in CRM 2011), while event.getEventArgs().preventDefault(); is CRM 2011 syntax

Note: The pass execution context as first parameter checkbox is very important to this process. Without it, it will not work.

How to change the form header/footer color in MS CRM 2011 or Set Gradient color in MS CRM 2011 Header and Footer.

Lets I am creating in Account Entity.

First Create a Css called Header.css  using Web Resource in CRM.I give the Name new_Header in CRM.

.ms-crm-Form-HeaderContainer{ 
   filter: progid:DXImageTransform.Microsoft.gradient(startColorstr=#ffB3CAEC, 

endColorstr=#fff6f8faE); 
}

.ms-crm-Form-Footer{ 
   filter: progid:DXImageTransform.Microsoft.gradient(startColorstr=#ffB3CAEC, 

endColorstr=#fff6f8faE); 
   background-image: none; 
}

Now Create a Javascript using Web Resource that call this css during OnLoad Event.
I give Name new_HeaderJS in CRM.The Javascript is like this

function load_css_file(filename) { 
    var fileref = document.createElement("link") 
    fileref.setAttribute("rel", "stylesheet") 
    fileref.setAttribute("type", "text/css") 
    fileref.setAttribute("href", filename) 
    document.getElementsByTagName("head")[0].appendChild(fileref) 

}

function myFormOnLoad() { 

    load_css_file('/WebResources/new_Header'); 

}

Now Open Account Form and add the Library new_HeaderJS in Form Properties and add Event Handler and Pass a Function Name=myFormOnLoad.Then Save it and Publish it.

The Output is Like this.

Set the Default Time in Date type Attribute.

Introduction
                   Today i am going to show you the javascript of set the time in Date Field.Some times back i have requirement of set the time 7:00 when i select any Date From Date Field.If you check then if you select any date the time 00:00 show you.but i have reqirement that i have to set default time value 7:00 when i select the date.and that should only happen when you creating new record.so you have to call the Function in Onchange Event of date Field and use of the FormType for only call it on Create.


function SetDefaultTimeValue()
{
var FORM_TYPE_CREATE = 1;

var formType = Xrm.Page.ui.getFormType();
if (formType == FORM_TYPE_CREATE)
{
var att = Xrm.Page.getAttribute('new_setnextcall');//new_setnextcall is Field name
var curDate = att.getValue();
curDate.setHours(7,0,0);
att.setValue(curDate);
}
}

Now create a new record where this function and field is then and select any date you will see output like

Activate or Deactivate record in CRM 2011

We can Activate\Deactivate record. Below is the code snippet.


For Ex.

  Entity entNewLead = new Entity("lead");

  entNewLead["leadid"] = new Guid(leadduns["leadid"].ToString());

  entNewLead["statuscode"] = new OptionSetValue(2);

  entNewLead["statecode"] = new OptionSetValue(1);

  _service.Update(entNewLead);

How to create a hyperlink in CRM 2011 using Javascript?

Introduction:

             Today I am going to Explain one important topic in MS CRM.Some days back I have to  create one hyperlink in account Entity and the hyperlink text will be the name of account + parent account name and after click on that link the Google search page will open with the search text as hyperlink text(fullname).

So,Today I am going to Explain how to create the Hyperlink with Google search Functionality.

First you have to create a one field with name Google Search and the type of the field will be Text and using java script I am converting this into hyperlink.

Lets discuss Step by Step

1.Create a Field name Google Search (Settings->Customization->Customize System ->Components->Entity->Account->Field->New->Save and Close)

2.Put this Field in Form of Account.(Open Form and just Drag and Drop the Field Google Search)

3.Now Our Objective is Put the Text of accountname in Google Search Field and make it hyperlink using Javascript.
4.So for that We need to create the Javascript File.
5.Open Notepad and put the text below.

function ConvertToLink(recordtype)
{

             var ctrl = Xrm.Page.ui.controls.get("new_googlesearch")._control;  
if(Xrm.Page.ui.getFormType() == 2)
{

                               var strDisplayText;
                               var strSearchString;
         switch(recordtype)
         {
                                          case 'Account':
                     strDisplayText = Xrm.Page.data.entity.attributes.get("name").getValue();
                                 strSearchString = strDisplayText;
                                                                break;
                                          case 'Contact':
                   if(Xrm.Page.data.entity.attributes.get("parentcustomerid").getValue() != null)
{
           strDisplayText = Xrm.Page.data.entity.attributes.get("fullname").getValue() + "(" + Xrm.Page.data.entity.attributes.get("parentcustomerid").getValue()[0].name +")";
          strSearchString = Xrm.Page.data.entity.attributes.get("fullname").getValue() + " " + Xrm.Page.data.entity.attributes.get("parentcustomerid").getValue()[0].name;
                    }
else
{
strDisplayText = Xrm.Page.data.entity.attributes.get("fullname").getValue();
strSearchString = Xrm.Page.data.entity.attributes.get("fullname").getValue();
}
break;
                                }
                    if(trim(strSearchString).length >=0)
{
strSearchString=strSearchString.replace(/&/g, "" ).replace(/>/g, "").replace(/</g, "").replace(/'/g, "");
var btn = "<a href='javascript: void(0);' onclick=\"window.open(\'http://www.google.com/search?q=" + strSearchString + "\', \'windowname1\', \'resizable=1, scrollbars=1\');  return false;\" style='color:blue;text-decoration:underline !important'>" + strDisplayText + "</a>";

ctrl.get_element().innerHTML += btn;  
}
}
                     ctrl.get_element().firstChild.style.display = 'none';

}
function errorDisplay(XmlHttpRequest, textStatus, errorThrown)
{
     alert(errorThrown);
}

function trim(str)
{
    if(!str || typeof str != 'string')
        return null;

    return str.replace(/^[\s]+/,'').replace(/[\s]+$/,'').replace(/[\s]{2,}/,' ');
}

new_googlesearch is the Id of the Google Search Field.

6.Now Save the File With Name GoogleSearchFunction.js.(dont forget to include .js Extension).
7.Now we need to add this Javascript to Web Resources.
8.Now Go to Settings->Customization->Customize System ->Web Resources->New and Add Following detail.

9.Now Save it and Publish it.
10.Now Go to Settings->Customization->Customize System ->Components->Entity->Account->Open Form->Form Properties(its is in header)
11.In Events Tab Add Form Google Search Function(new_GoogleSearchFunction) Library.
12.Then Add Form Libraries
   Control:Form
   Event:OnLoad
13.Click on Add Event Handler.
     Library:new_GoogleSearchFunction
     Function Name:ConvertToLink
     Parameter:'Account' or (you can pass also 'Contact' if you want to do same functionality in Contact Form.because above javascript will be useful for Both Entity Account and Contact.I have used Switch statement in Javascript.)
and click on OK

14.Now Save it and Publish it.
15 Now open any Existing Account and check.

->Now If you look at the Final Output you will see only hyperlink is there Now if you want same hyperlink inside the Text-Box then you just add the Following Lines in GoogleSearchFunction.js File.
(Settings->Customization->Customize System ->Components->Entity->Account->Open Form->Form Properties(its is in header)->Edit Form Libraries)

function ConvertToURL()
{
var urlField =Xrm.Page.data.entity.attributes.get("new_google");

if(urlField.getValue()==null)
urlField.setValue(Xrm.Page.data.entity.attributes.get("name").getValue())

var urlField1=document.getElementById("new_google")
urlField1.readOnly = true
urlField1.style.color = "blue";
urlField1.style.textDecoration="underline";
urlField1.style.cursor='hand';
urlField1.onclick = OpenGoogleUrl;
}

function OpenGoogleUrl(evt)
{
var str=Xrm.Page.data.entity.attributes.get("name").getValue()
window.open("http://www.google.co.in/search?q=" +str );
}

->Now create one More field name Google(The Hyperlink will be shown inside the textbox)

     Library:new_GoogleSearchFunction
     Function Name:ConvertToURL

->Click OK->Save->Publish and check

Find the Form Type in CRM 2011.

Introduction

             Here I am going to show you how to determine whether open Form is New Form or its just an existing Record.

alert(Xrm.Page.ui.getFormType())

If its output is 1 then its a New Form and if its output is 2 then it just Existing Record Form with fill up its data means its update Form.Others Form Types are:


1= "create";
2="update"
3="readonly"
4="disabled";
6="bulkedit";

Jscript Reference for Microsoft CRM 2011

Introduction

           Here’s a some guide covering about Microsoft CRM 2011’s syntax for common Jscript requirements.
Most of the examples are provided as functions so that you can easily test in the OnLoad event of the Account form or any Form.

• Refresh the CRM Form

      function ReLoadContact()

      {
           window.location.reload(true);
      }

• Get the value of a Text field

Note: this example reads and pops the value of the Main Phone (telephone1) field on the Account form

Function AlertTextField() {
var MainPhone = Xrm.Page.data.entity.attributes.get("telephone1").getValue();
alert(MainPhone);
}

• Get the GUID value of a Lookup field

Note: this example reads and pops the GUID of the primary contact on the Account form

Function AlertGUID() {

var primaryContactGUID = Xrm.Page.data.entity.attributes.get("primarycontactid").getValue()[0].id;

alert(primaryContactGUID);

}

• Get the Text value of a Lookup field.

Note: this example reads and pops the name of the primary contact on the Account form
Function AlertText() {

var primaryContactName = Xrm.Page.data.entity.attributes.get("primarycontactid").getValue()[0].name;

alert(primaryContactName);

}

• Get the database value of an Option Set field

Note: this example reads and pops the value of the Address Type (address1_addresstypecode) field on the Account form

Function AlertOptionSetDatabaseValue() {

var AddressType = Xrm.Page.data.entity.attributes.get("address1_addresstypecode");

AddressTypeDisplayValue = AddressType.getValue();

if(AddressTypeDisplayValue !=null) {

alert(AddressTypeDisplayValue);

}

}

• Get the text value of an Option Set field

Note: this example reads and pops the value of the Address Type (address1_addresstypecode) field on the Account form

Function AlertOptionSetDisplayValue() {

var AddressType = Xrm.Page.data.entity.attributes.get("address1_addresstypecode");

AddressTypeDisplayValue = AddressType.getSelectedOption().text;

if(AddressTypeDisplayValue !=null) {

alert(AddressTypeDisplayValue);

}

}

• Get the database value of a Bit field

// example GetBitValue("telephone1");

Function GetBitValue(fieldname) {

Return Xrm.Page.data.entity.attributes.get(fieldname).getValue();

}

• Get the value of a Date field

returns a value like: Wed Nov 30 17:04:06 UTC+0800 2011

and reflects the users time zone set under personal options

// example GetDate("createdon");

Function GetDate(fieldname) {

Return Xrm.Page.data.entity.attributes.get(fieldname).getValue();

}

• Get the day,month and year parts from a Date field

// This function takes the fieldname of a date field as input and returns a DD-MM-YYYY value

// Note: the day, month and year variables are numbers

Function FormatDate(fieldname) {

var d = Xrm.Page.data.entity.attributes.get(fieldname).getValue();

if(d !=null) {

var curr_date = d.getDate();

var curr_month = d.getMonth();

curr_month++;// getMonth() considers Jan month 0, need to add 1

var curr_year = d.getFullYear();

return curr_date + "-" + curr_month + "-"+ curr_year;

}

else return null;

}

// An example where the above function is called

alert(FormatDate("new_date2"));

• Set the value of a string field:

Note: this example sets the Account Name field on the Account Form to “ABC”

function SetStringField() {

var Name = Xrm.Page.data.entity.attributes.get("name");

Name.setValue("ABC");

}

• Set the value of an Option Set (pick list) field:

Note: this example sets the Address Type field on the Account Form to “Bill To”, which corresponds to a database value of “1”

 function SetOptionSetField() {
    var AddressType = Xrm.Page.data.entity.attributes.get("address1_addresstypecode");
    AddressType.setValue(1);
}

• Set a Date field / Default a Date field to Today:

//set date field to now (works on date and date time fields)
Xrm.Page.data.entity.attributes.get("new_date1").setValue(new Date());

• Set a Date field to 7 days from now:

 function SetDateField() {
    var today = new Date();
    var futureDate = new Date(today.setDate(today.getDate() + 7));
    Xrm.Page.data.entity.attributes.get("new_date2").setValue(futureDate);
    Xrm.Page.data.entity.attributes.get("new_date2").setSubmitMode("always"); // Save the Disabled Field
}

• Set the Time portion of a Date Field:

// This is a function you can call to set the time portion of a date field
function SetTime(attributeName, hour, minute) {
        var attribute = Xrm.Page.getAttribute(attributeName);
        if (attribute.getValue() == null) {
            attribute.setValue(new Date());
        }
        attribute.setValue(attribute.getValue().setHours(hour, minute, 0));
}

// Here's an example where I use the function to default the time to 8:30am
SetTime('new_date2', 8, 30);

• Set the value of a Lookup field:

Note: here I am providing a reusable function…

 // Set the value of a lookup field
function SetLookupValue(fieldName, id, name, entityType) {
    if (fieldName != null) {
        var lookupValue = new Array();
        lookupValue[0] = new Object();
        lookupValue[0].id = id;
        lookupValue[0].name = name;
        lookupValue[0].entityType = entityType;
        Xrm.Page.getAttribute(fieldName).setValue(lookupValue);
    }
}
Here’s an example of how to call the function (I retrieve the details of one lookup field and then call the above function to populate another lookup field):

 var ExistingCase = Xrm.Page.data.entity.attributes.get("new_existingcase");
if (ExistingCase.getValue() != null) {
    var ExistingCaseGUID = ExistingCase.getValue()[0].id;
    var ExistingCaseName = ExistingCase.getValue()[0].name;
    SetLookupValue("regardingobjectid", ExistingCaseGUID, ExistingCaseName, "incident");
}

• Split a Full Name into First Name and Last Name fields:

function PopulateNameFields() {
    var ContactName = Xrm.Page.data.entity.attributes.get("customerid").getValue()[0].name;
    var mySplitResult = ContactName.split(" ");
    var fName = mySplitResult[0];
    var lName = mySplitResult[1];
    Xrm.Page.data.entity.attributes.get("firstname").setValue(fName);
    Xrm.Page.data.entity.attributes.get("lastname").setValue(lName);
}

• Set the Requirement Level of a Field:

Note: this example sets the requirement level of the Address Type field on the Account form to Required.

Note: setRequiredLevel(“none”) would make the field optional again.

 function SetRequirementLevel() {
    var AddressType = Xrm.Page.data.entity.attributes.get("address1_addresstypecode");
    AddressType.setRequiredLevel("required");
}

• Disable a field:

function SetEnabledState() {
    var AddressType = Xrm.Page.ui.controls.get("address1_addresstypecode");
    AddressType.setDisabled(true);
}

• Force Submit the Save of a Disabled Field:

 // Save the Disabled Field
Xrm.Page.data.entity.attributes.get("new_date1").setSubmitMode("always");

• Show/Hide a field:

 function hideName() {
    var name = Xrm.Page.ui.controls.get("name");
    name.setVisible(false);
}

• Show/Hide a field based on a Bit field

 function DisableExistingCustomerLookup() {
   var ExistingCustomerBit = Xrm.Page.data.entity.attributes.get("new_existingcustomer").getValue();
    if (ExistingCustomerBit == false) {
       Xrm.Page.ui.controls.get("customerid").setVisible(false);
    }
    else {
       Xrm.Page.ui.controls.get("customerid").setVisible(true);
    }
}

• Show/Hide a nav item:

Note: you need to refer to the nav id of the link, use F12 developer tools in IE to determine this

 function hideContacts() {
    var objNavItem = Xrm.Page.ui.navigation.items.get("navContacts");
    objNavItem.setVisible(false);
}

• Show/Hide a Section:

Note: Here I provide a function you can use.  Below the function is a sample.

 function HideShowSection(tabName, sectionName, visible) {
    try {
        Xrm.Page.ui.tabs.get(tabName).sections.get(sectionName).setVisible(visible);
    }
    catch (err) { }
}

HideShowSection("general", "address", false);   // "false" = invisible

• Show/Hide a Tab:

Note: Here I provide a function you can use. Below the function is a sample.

 function HideShowTab(tabName, visible) {
    try {
        Xrm.Page.ui.tabs.get(tabName).setVisible(visible);
    }
    catch (err) { }
}

HideShowTab("general", false);   // "false" = invisible

• Save the form:

 function SaveAndClose() {
    Xrm.Page.data.entity.save();
}

• Save and close the form:

function SaveAndClose() {
    Xrm.Page.data.entity.save("saveandclose");
}

• Close the form:

Note: the user will be prompted for confirmation if unsaved changes exist

 function Close() {
    Xrm.Page.ui.close();
}

• Determine which fields on the form are dirty:

 var attributes = Xrm.Page.data.entity.attributes.get()
 for (var i in attributes)
 {
    var attribute = attributes[i];
    if (attribute.getIsDirty())
    {
      alert("attribute dirty: " + attribute.getName());
    }
 }

• Determine the Form Type:

Note: Form type codes: Create (1), Update (2), Read Only (3), Disabled (4), Bulk Edit (6)

 function AlertFormType() {
    var FormType = Xrm.Page.ui.getFormType();
     if (FormType != null) {
        alert(FormType);
    }
}

• Get the GUID of the current record:

 function AlertGUID() {
    var GUIDvalue = Xrm.Page.data.entity.getId();
    if (GUIDvalue != null) {
        alert(GUIDvalue);
    }
}

• Get the GUID of the current user:

 function AlertGUIDofCurrentUser() {
    var UserGUID = Xrm.Page.context.getUserId();
     if (UserGUID != null) {
        alert(UserGUID);
    }
}

• Get the Security Roles of the current user:

(returns an array of GUIDs, note: my example reveals the first value in the array only)

 function AlertRoles() {
    alert(Xrm.Page.context.getUserRoles());
}

• Determine the CRM server URL:

// Get the CRM URL
var serverUrl = Xrm.Page.context.getServerUrl();

// Cater for URL differences between on premise and online
if (serverUrl.match(/\/$/)) {
    serverUrl = serverUrl.substring(0, serverUrl.length - 1);
}

• Refresh a Sub-Grid:

var targetgird = Xrm.Page.ui.controls.get("target_grid");
targetgird.refresh();

• Pop the lookup window associated to a Lookup field:

window.document.getElementById('new_existingcase').click();

• Change the default entity in the lookup window of a Customer or Regarding field:

Note: I am setting the customerid field’s lookup window to offer Contacts (entityid 2) by default (rather than Accounts).   I have also hardcoded the GUID of the default view I wish displayed in the lookup window.

 function ChangeLookup() {
    document.getElementById("customerid").setAttribute("defaulttype", "2");
    var ViewGUID= "A2D479C5-53E3-4C69-ADDD-802327E67A0D";
    Xrm.Page.getControl("customerid").setDefaultView(ViewGUID);
}

• Pop an existing CRM record:

Note: this example pops an existing Case record.  The GUID of the record has already been established and is stored in the variable IncidentId.

 //Set features for how the window will appear
var features = "location=no,menubar=no,status=no,toolbar=no";

// Get the CRM URL
var serverUrl = Xrm.Page.context.getServerUrl();

// Cater for URL differences between on premise and online
if (serverUrl.match(/\/$/)) {
    serverUrl = serverUrl.substring(0, serverUrl.length - 1);
}

window.open(serverUrl + "/main.aspx?etn=incident&pagetype=entityrecord&id=" + encodeURIComponent(IncidentId), "_blank", features, false);

• Pop the Create form of a CRM record type:

Note: this example pops the Case form from the Phone Call form, defaulting the Case’s CustomerID based on the Phone Call’s SenderID and defaulting the Case Title to “New Case”

 //Collect values from the existing CRM form that you want to default onto the new record
var CallerGUID = Xrm.Page.data.entity.attributes.get("from").getValue()[0].id;
var CallerName = Xrm.Page.data.entity.attributes.get("from").getValue()[0].name;

//Set the parameter values
var extraqs = "&title=New Case";
extraqs += "&customerid=" + CallerGUID;
extraqs += "&customeridname=" + CallerName;
extraqs += "&customeridtype=contact";

//Set features for how the window will appear
var features = "location=no,menubar=no,status=no,toolbar=no";

// Get the CRM URL
var serverUrl = Xrm.Page.context.getServerUrl();

// Cater for URL differences between on premise and online
if (serverUrl.match(/\/$/)) {
    serverUrl = serverUrl.substring(0, serverUrl.length - 1);
}

//Pop the window
window.open(serverUrl + "/main.aspx?etn=incident&pagetype=entityrecord&extraqs=" + encodeURIComponent(extraqs), "_blank", features, false);

• Pop a Dialog from a ribbon button

Note: this example has the Dialog GUID and CRM Server URL hardcoded, which you should avoid.  A simple function is included which centres the Dialog when launched.

 function LaunchDialog(sLeadID) {
    var DialogGUID = "128CEEDC-2763-4FA9-AB89-35BBB7D5517D";
    var serverUrl = "https://avanademarchdemo.crm5.dynamics.com/";
    serverUrl = serverUrl + "cs/dialog/rundialog.aspx?DialogId=" + "{" + DialogGUID + "}" + "&EntityName=lead&ObjectId=" + sLeadID;
    PopupCenter(serverUrl, "mywindow", 400, 400);
    window.location.reload(true);
}

function PopupCenter(pageURL, title, w, h) {
    var left = (screen.width / 2) - (w / 2);
    var top = (screen.height / 2) - (h / 2);
    var targetWin = window.showModalDialog(pageURL, title, 'toolbar=no, location=no, directories=no, status=no, menubar=no, scrollbars=no, resizable=no, copyhistory=no, width=' + w + ', height=' + h + ', top=' + top + ', left=' + left);
}

• Pop a URL from a ribbon button

Great info on the window parameters you can set here:  http://javascript-array.com/scripts/window_open/

 function LaunchSite() {
    // read URL from CRM field
    var SiteURL = Xrm.Page.data.entity.attributes.get("new_sharepointurl").getValue();
    // execute function to launch the URL
    LaunchFullScreen(SiteURL);
}

function LaunchFullScreen(url) {
 // set the window parameters
 params  = 'width='+screen.width;
 params += ', height='+screen.height;
 params += ', top=0, left=0';
 params += ', fullscreen=yes';
 params += ', resizable=yes';
 params += ', scrollbars=yes';
 params += ', location=yes';

 newwin=window.open(url,'windowname4', params);
 if (window.focus) {
     newwin.focus()
 }
 return false;
}

• Using a SWITCH statement

function GetFormType() {
    var FormType = Xrm.Page.ui.getFormType();
    if (FormType != null) {
        switch (FormType) {
            case 1:
                return "create";
                break;
            case 2:
                return "update";
                break;
            case 3:
                return "readonly";
                break;
            case 4:
                return "disabled";
                break;
            case 6:
                return "bulkedit";
                break;
            default:
                return null;
        }
    }
}

• Pop an Ok/Cancel Dialog

function SetApproval() {
    if (confirm("Are you sure?")) {
        // Actions to perform when 'Ok' is selected:
        var Approval = Xrm.Page.data.entity.attributes.get("new_phaseapproval");
        Approval.setValue(1);
        alert("Approval has been granted - click Ok to update CRM");
        Xrm.Page.data.entity.save();
    }
    else {
        // Actions to perform when 'Cancel' is selected:
        alert("Action cancelled");
    }

}

Xrm.Page.data.entity.attributes – The data fields represented by fields on the form

Xrm.Page.ui.controls – The user interface controls on the form

Xrm.Page.ui.navigation.items – The navigation items on the form