Tag Archives | MSCRM2011

When using PowerShell to pull REST data from MS CRM, escape `$filter !

Note to self.

When trying to filter a REST response in PowerShell, by using the “$filter” parameter in the url (as with MS CRM 2011), you must escape the “$” with “`$”.

For example:

Does not work:
$url=”http://crmserver.company.com/Organization/xrmservices/2011/OrganizationData.svc/ContactSet$filter=StateCode/Value eq 0″

$url=”http://crmserver.company.com/Organization/xrmservices/2011/OrganizationData.svc/ContactSet`$filter=StateCode/Value eq 0″

Gets me every time, and I can’t figure out why my filters are being ignored!


A simple javascript/AJAX function to post a SOAP request to CRM 2011

This is a simple function that I use to post a SOAP envelope to CRM 2011. Just pass the URL and the xml (you can create that with this function) and you should be good to go

    function soapToCRM(URL, data) {
        var returnValue
            type: "POST",
            contentType: "text/xml; charset=utf-8",
            datatype: "xml",
            async: false,
            url: URL,
            data: data,
            beforeSend: function (XMLHttpRequest) {
                XMLHttpRequest.setRequestHeader("Accept", "application/xml, text/xml, */*");
                XMLHttpRequest.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
                XMLHttpRequest.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/xrm/2011/Contracts/Services/IOrganizationService/Execute");
            success: function (data, textStatus, XmlHttpRequest) {
                var NewCRMRecordCreated = data["d"];
                returnValue = true
            error: function (XMLHttpRequest, textStatus, errorThrown) {
                alert("failure " + errorThrown);
                returnValue = false;
        return returnValue;

Using AJAX and SOAP to create a CRM 2011 activity

I have posted a bunch of PowerShell scripts to interact with CRM 2011, now I am going to put up similar javascript versions. I feel that there is a lot of javascript content out there for CRM 2011, but most of it is javascript inside the actual CRM interface. I don’t see a lot of content about using javascript from a different webpage/site with ajax, so I thought I would post some of the code I put together.

This is a function that I put together to build a SOAP envelope for creating an activity in CRM 2011. Credit for the template goes to Jamie Miley and this post. I took his template a little further and created a function for either email,Phone call or appointment. In addition this function allows for multiple contacts in an phone call’s to and multiple required contacts in a meeting.

Continue Reading →

How to hide a field in a SharePoint EditForm.aspx page, append a replica, add a jQuery autocomplete, and put the selected value in the original field.

If you look at this old post, you can see a technique that I used to hide a form field, and then append read-only data after it. I wanted to use this technique to hide a field in a form, append a replica with a jQuery autocomplete, and based on the selected value from the drop down, put the value in the original filed. I actually wanted a comma separated concatenation of all the selected values (multiple lookups). For example, I wanted to create a form to capture all the people at a meeting, the the attendees field would be hidden and replaced with a input box that can lookup contact GUIDs from a CRM, and once the contact is selected, the GUID is appended to the contents of the original Attendees field.

First up, the code to hide the field I want:

	attendeesRow='<tr id="attendeesRow"> \
		<td nowrap="true" valign="top" width="190px" class="ms-formlabel"><h3 class="ms-standardheader"><nobr>Attendee<nobr></h3></td> \
		<td valign="top" class="ms-formbody" width="400px"> \
		<div id="AddAttendees"><input type="text" id="AddAttendeesSearchTextbox" /> (add an EXISTING CRM Contact)</div><br/> \

Lines 1-5 is the code for the new replica field
Line 6 hides the existing field
Line 7 prepends the new replicate created in Lines 1-5

Next is the jQuery code to attach an autocomplete to the new text box (AddAttendeesSearchTextbox). I am using a little knockout to organize my code and I use some of the observable arrays to make the page more dynamic.

	    source: function (request, response) { VM.contactsSearchSourceREST(request, response) },
		delay: 600,
		minLength: 3,
		select: function(event, ui) {
			var selectedObj = ui.item;
			return false;

And here is the javascript code (part of the view model) that is used for the source of the jQuery AutoComplete (CRM 2011 oData REST endpoint). Just a simple ajax call to CRM 2011.

	self.contactsSearchSourceREST = function (request, response) {
	    var serverUrl = "crm.server.com"
	    var ODATA_ENDPOINT = "/ORGNAME/XRMServices/2011/OrganizationData.svc";
	    var ODATA_EntityCollection = "/ContactSet";
	    var strSelect = "$select=FullName,ParentCustomerId,ContactId"
	    var strFilter = "$filter=substringof('" + request.term + "',FullName) and StateCode/Value eq 0"
	    var URL = serverUrl + ODATA_ENDPOINT + ODATA_EntityCollection + "?" + strFilter + "&" + strSelect
	        type: "GET",
	        contentType: "application/json",
	        datatype: "json",
	        async: false,
	        url: URL,
	        beforeSend: function (XMLHttpRequest) {
	            XMLHttpRequest.setRequestHeader("Accept", "application/json");
	            XMLHttpRequest.setRequestHeader("Content-Type", "application/json")
	        success: function (data, textStatus, XmlHttpRequest) {
	            response($.map(data.d.results, function (item) {
	                return {
	                    label: item.FullName + ' (' + item.ParentCustomerId["Name"] + ')',
	                    value: item.FullName + ' (' + item.ParentCustomerId["Name"] + ')',
	                    fullname: item.FullName,
	                    ParentCustomerIdName: item.ParentCustomerId["Name"],
	                    id: item.ContactId
	        error: function (XMLHttpRequest, textStatus, errorThrown) {
	            alert("failure " + errorThrown);
	            return false;

Next is the knockout code (part of the view model) that is used to push the new contact guid into an observable array upon selecting the AutoCompleted contact

    self.Attendees = ko.observableArray();
    self.contact = function(fullname, firstname, lastname,ParentCustomerIdName, activitypartytype, guid) {
	this.fullname = fullname;
	this.firstname = firstname;
	this.lastname = lastname;
	this.ParentCustomerIdName = ParentCustomerIdName;
	this.role = activitypartytype;
	this.guid = guid;
    self.addAttendee = function(fullname, firstname, lastname,ParentCustomerIdName, activitypartytype, guid) {
        self.Attendees.push(new self.contact(fullname, firstname, lastname,ParentCustomerIdName, activitypartytype, guid));

And finally the knockout code to concatenate the GUIDs and put them in the hidden (original) field (Attendees).

    ko.utils.arrayForEach(self.Attendees(), function(contact) {
        total = total + contact.guid + ';'
    total = total.substring(0, total.length - 1);
    return total

Pretty complex, lots of different techniques bing used (knockout, jQuery, ajax). Hope it makes sense.

SharePoint 2010 modal dialog (showModalDialog) without an existing page

I was retrieving Activity data from a Microsoft CRM 2011 REST query. I wanted to have a popup with more information. I decided to use the built in showModalDialog. The problem was that all the examples I found showed how to popup an existing page. I wanted the modal to contain data that didn’t exist anywhere. The solution was to use the following code, specifically create a divElement and set the innerHTML to html that contained the data I want to show. I threw in some typical SharePoint css classes to keep the same look and feel as the rest of the site.

    displayActivityModalDialog = function () {
        var divElem = document.createElement('div');
        var htmlOutput = '<div class="ms-bodyareacell"><table>'
        htmlOutput += '<tr><td width="190" class="ms-formlabel">Type:</td><td class="ms-formbody">' + this.ActivityType + '</td></tr>';
        htmlOutput += '<tr><td width="190" class="ms-formlabel">Subject:</td><td class="ms-formbody">' + this.Subject + '</td></tr>';
        htmlOutput += '<tr><td width="190" class="ms-formlabel">Date:</td><td class="ms-formbody">' + this.ScheduledStart + '</td></tr>';
        htmlOutput += '<tr><td width="190" class="ms-formlabel">Regarding:</td><td class="ms-formbody">' + this.Regarding + '</td></tr>';
        htmlOutput += '<tr><td width="190" class="ms-formlabel">Organizer:</td><td class="ms-formbody">' + this.Organizer + '</td></tr>';
        htmlOutput += '<tr><td width="190" class="ms-formlabel">Description:</td><td class="ms-formbody">' + this.Description + '</td></tr>';
        htmlOutput += '<tr><td width="190" class="ms-formlabel">Other Attendees:</td><td class="ms-formbody">' + this.RequiredAttendee + '</td></tr>';
        htmlOutput += '</table></div>'

        divElem.innerHTML = htmlOutput;
        var options = SP.UI.$create_DialogOptions();
        options.html = divElem;
        options.title = "Activity details";
        options.showClose = true;
        options.showMaximized = false;

Now I can put anything in a showModalDialog!

Looping through a SharePoint List Column with jQuery and replacing a GUID with a name from CRM 2011

This is a very specialized piece of code, but it came together nicely, so I thought I would share it.

I have a SharePoint List that has a bunch of Microsoft CRM 2011 Contact GUIDs in it. Some columns have one GUID and others have multiple GUIDs separated by semicolons. My goal was: when a user visits the default view for this list, the GUIDs are looked up agains CRM and displayed as the contact’s full name. I wrote the following code to do just that. The 4th, 5th and 10th columns has guide in them. I use this method to loop through the column.

$('table.ms-listviewtable td:nth-child(4),table.ms-listviewtable td:nth-child(5),table.ms-listviewtable td:nth-child(10)').each(function () {
        var guids = $(this).text().split(";");
        var names = ''
        $.each(guids, function () {
            var guid = this;
            var serverUrl = "http://crmserver.company.com"
            var ODATA_ENDPOINT = "/Organization/XRMServices/2011/OrganizationData.svc";
            var ODATA_EntityCollection = "/ContactSet(guid'" + guid + "')";
            var URL = serverUrl + ODATA_ENDPOINT + ODATA_EntityCollection
                type: "GET",
                contentType: "application/json",
                datatype: "json",
                async: false,
                url: URL,
                beforeSend: function (XMLHttpRequest) {
                    XMLHttpRequest.setRequestHeader("Accept", "application/json");
                    XMLHttpRequest.setRequestHeader("Content-Type", "application/json")
                success: function (data, textStatus, XmlHttpRequest) {
                    names = names + data.d.FullName + ","
        $(this).text(names.substring(0, names.length - 1));

Line 1: is the jQuery selector for all the columns that have GUIDs. And we loop through each of them.
Line 2: splits the contents of the column.
Line 4: loops through the all the GUIDs in each row/column
Lines 5-9: are setting up the CRM 2011 REST url for the ajax call
Lines 10-24: query the Microsoft CRM 2011 rest endpoint with the contact’s GUID and assign the full name to a variable
Line 25: displays the full name instead of the GUID.

Some slim code that works pretty well.

Using PowerShell to add a Contact to a CRM 2011 MarketingList (SOAP)

We had a user delete a Marketing List. I needed to recreate it. I went to a database backup and found the GUID of the deleted list.
Then I used the following SQL query to find the GUIDs of all the members of that list:

  FROM [CRMDataBaseName].[dbo].[ListMember],[CRMDataBaseName].[dbo].Contact
  where ListId = '787b77ca-c47d-431b-863e-12a98969b097' AND 
  [EntityId] = ContactId
  order by LastName,FirstName

I saved the EntityId column to a text file, and then I used the following PowerShell code to loop through the GUIDs and add them to a new MarketingList

$ListMembers = Get-Content C:\IT\Temp\ListMemberGUIDs.txt
foreach ($EntityId in $ListMembers){
$xml = ""
$xml += "<s:Envelope xmlns:s='http://schemas.xmlsoap.org/soap/envelope/'>";
$xml += "  <s:Body>";
$xml += "    <Execute xmlns='http://schemas.microsoft.com/xrm/2011/Contracts/Services' xmlns:i='http://www.w3.org/2001/XMLSchema-instance'>";
$xml += "      <request i:type='b:AddMemberListRequest' xmlns:a='http://schemas.microsoft.com/xrm/2011/Contracts' xmlns:b='http://schemas.microsoft.com/crm/2011/Contracts'>";
$xml += "        <a:Parameters xmlns:c='http://schemas.datacontract.org/2004/07/System.Collections.Generic'>";
$xml += "          <a:KeyValuePairOfstringanyType>";
$xml += "            <c:key>ListId</c:key>";
$xml += "            <c:value i:type='d:guid' xmlns:d='http://schemas.microsoft.com/2003/10/Serialization/'>5deb4efb-4ed7-47f3-8e8e-bb487e0db423</c:value>";
$xml += "          </a:KeyValuePairOfstringanyType>";
$xml += "          <a:KeyValuePairOfstringanyType>";
$xml += "            <c:key>EntityId</c:key>";
$xml += "            <c:value i:type='d:guid' xmlns:d='http://schemas.microsoft.com/2003/10/Serialization/'>$($EntityId)</c:value>";
$xml += "          </a:KeyValuePairOfstringanyType>";
$xml += "        </a:Parameters>";
$xml += "        <a:RequestId i:nil='true' />";
$xml += "        <a:RequestName>AddMemberList</a:RequestName>";
$xml += "      </request>";
$xml += "    </Execute>";
$xml += "  </s:Body>";
$xml += "</s:Envelope>";
$http_request = New-Object -ComObject Msxml2.XMLHTTP
$http_request.Open('POST', $url, $false)
$http_request.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/xrm/2011/Contracts/Services/IOrganizationService/Execute")
$http_request.setRequestHeader("Content-Type", "text/xml; charset=utf-8")
$http_request.setRequestHeader("Content-Length", $xml.length)

PowerShell script to set the State of a record in Microsoft CRM 2011 (SOAP)

I wanted to mark a meeting/appointment as completed via code. I came up with the PowerShell script below. Maybe it will be of use to some one?

    [string][ValidateSet("crmserver.company.com", "dev-crmserver.company.com")]$ServerName="crm.sardverb.com",
    [string][parameter(Mandatory=$true)][ValidateSet("email", "phonecall", "appointment")]$EntityType,
    [string][parameter(Mandatory=$true)][ValidateScript({ $_ -match("^(\{){0,1}[0-9a-fA-F]{8}\-[0-9a-fA-F]{4}\-[0-9a-fA-F]{4}\-[0-9a-fA-F]{4}\-[0-9a-fA-F]{12}(\}){0,1}$")})]$TargetGUID,
$requestMain = ""
$requestMain += "<s:Envelope xmlns:s=`"http://schemas.xmlsoap.org/soap/envelope/`">";
$requestMain += "  <s:Body>";
$requestMain += "    <Execute xmlns=`"http://schemas.microsoft.com/xrm/2011/Contracts/Services`" xmlns:i=`"http://www.w3.org/2001/XMLSchema-instance`">";
$requestMain += "      <request i:type=`"b:SetStateRequest`" xmlns:a=`"http://schemas.microsoft.com/xrm/2011/Contracts`" xmlns:b=`"http://schemas.microsoft.com/crm/2011/Contracts`">";
$requestMain += "        <a:Parameters xmlns:c=`"http://schemas.datacontract.org/2004/07/System.Collections.Generic`">";
$requestMain += "          <a:KeyValuePairOfstringanyType>";
$requestMain += "            <c:key>EntityMoniker</c:key>";
$requestMain += "            <c:value i:type=`"a:EntityReference`">";
$requestMain += "              <a:Id>$TargetGUID</a:Id>";
$requestMain += "              <a:LogicalName>$EntityType</a:LogicalName>";
$requestMain += "              <a:Name i:nil=`"true`" />";
$requestMain += "            </c:value>";
$requestMain += "          </a:KeyValuePairOfstringanyType>";
$requestMain += "          <a:KeyValuePairOfstringanyType>";
$requestMain += "            <c:key>State</c:key>";
$requestMain += "            <c:value i:type=`"a:OptionSetValue`">";
$requestMain += "              <a:Value>$State</a:Value>";
$requestMain += "            </c:value>";
$requestMain += "          </a:KeyValuePairOfstringanyType>";
$requestMain += "          <a:KeyValuePairOfstringanyType>";
$requestMain += "            <c:key>Status</c:key>";
$requestMain += "            <c:value i:type=`"a:OptionSetValue`">";
$requestMain += "              <a:Value>$Status</a:Value>";
$requestMain += "            </c:value>";
$requestMain += "          </a:KeyValuePairOfstringanyType>";
$requestMain += "        </a:Parameters>";
$requestMain += "        <a:RequestId i:nil=`"true`" />";
$requestMain += "        <a:RequestName>SetState</a:RequestName>";
$requestMain += "      </request>";
$requestMain += "    </Execute>";
$requestMain += "  </s:Body>";
$requestMain += "</s:Envelope>";
if ($MyDebug){write-host $requestMain}


$http_request = New-Object -ComObject Msxml2.XMLHTTP
$http_request.Open('POST', $url, $false)
$http_request.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/xrm/2011/Contracts/Services/IOrganizationService/Execute");
$http_request.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
$http_request.setRequestHeader("Content-Length", $xml.length);
if ($MyDebug){$http_request.responseText}

PowerShell script to create a SystemUser in Microsoft CRM 2011

I wanted to bulk create a bunch of users in CRM. PowerShell and the Microsoft CRM 2011 REST/OData endpoint make it easy. Here is a function to create a SystemUser via PowerShell

PARAM([string][ValidateSet("crmserver.company.com", "dev-crmserver.company.com")]$ServerName="crmserver.company.com",

$SystemUserInfo = @{
$assembly = [Reflection.Assembly]::LoadWithPartialName("System.Web.Extensions")
$json=new-object System.Web.Script.Serialization.JavaScriptSerializer

$http_request = New-Object -ComObject Msxml2.XMLHTTP
$http_request.open('POST', $url, $false)
$http_request.setRequestHeader("Accept", "application/json")
$http_request.setRequestHeader("Content-Type", "application/json; charset=utf-8")
if ($MyDebug){
return $SystemUserId

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