Useful scripts for MS CRM

 Useful scripts for Dynamics CRM 

1. Get the Guid of logged in userid/username

Xrm.Page.context.getUserId()
Xrm.Page.context.getUserName()

2. Get the value from a CRM field:

var fieldvalue= Xrm.Page.getAttribute("fieldSchemaname").getValue() ;

3. Set the value of a CRM field:

Xrm.Page.getAttribute("fieldSchemaname").setValue(value);

4. Hide/Show a tab/section:

Xrm.Page.ui.tabs.get(5).setVisible(false);
Xrm.Page.ui.tabs.get(5).setVisible(true);

5.  Call the onchange event of a field:

Xrm.Page.getAttribute("fieldSchemaname").fireOnChange();

6. Get the selected value of picklist:

Xrm.Page.getAttribute("fieldSchemaname").getSelectedOption().text;

7. Set the requirement level:

Xrm.Page.getAttribute("fieldSchemaname").setRequiredLevel(“none”);
Xrm.Page.getAttribute("fieldSchemaname").setRequiredLevel(“required”);
Xrm.Page.getAttribute("fieldSchemaname").setRequiredLevel(“recommended”);

8. Set the focus to a field:

Xrm.Page.getControl(“CRMFieldSchemaName”).setFocus(true);

9. Return array of strings of users security role GUIDs:

Xrm.Page.context.getUserRoles()

10.  Get the form type

var formtype=Xrm.Page.ui.getFormType();

11.  Get entity id and entity Name

Var id =Xrm.Page.data.entity.getId();

var entityName = Xrm.Page.data.entity.getEntityName();

12. Get the lookup value

if (Xrm.Page.data.entity.attributes.get("fieldname").getValue() != null) 

{

         //Get guid of lookup record

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

         //Get name of lookup record

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

         //Get entity type of lookup record

           var CustomerType = Xrm.Page.data.entity.attributes.get("feildname ").getValue()[0].entityType;

       }

13. Set the lookup field

Xrm.Page.getAttribute("customerid").setValue([{ id: "475B158C-541C-E511-80D3-3863BB347BA8", name: "A. Datum", entityType: "Account"}]);

or 

function SetLookUp(fieldName, fieldType, fieldId, value)

 {

try {

debugger;

var object = new Array();

object[0] = new Object();

object[0].id = fieldId;

object[0].name = value;

object[0].entityType = fieldType;

Xrm.Page.getAttribute(fieldName).setValue(object);

}

catch (e) {

alert("Error in SetLookUp: fieldName = " + fieldName + " fieldType = " + fieldType + " fieldId = " + fieldId + " value = " + value + " error = " + e);

}

}