Tuesday, 27 February 2018

Display CRM Records & perform CRUD Operations Using Web Template in Portal CRM

Today I am going to share, how we can display crm records in portal crm.
Here i am using Kendo Grid, we can use any client side script grid over here.

Below methods I have tried :
1. Create a Web Template with following code: But before that Download KendoJs.js file & KendoCss.css file, keep in web files & Create Entity List with Odata Feed as enabled & give ur Entity Type Name,Entity Set Name & view So that you can use for odataUri in template.

<!DOCTYPE html>
<html>
<head>
    <title></title>
   <script src="/KendoJs.js"></script>
   <link rel="stylesheet" href="/KendoCss.css" />
</head>
<body>
<div id="tableDiv">
    <div id="grid"></div>
    <script>
    </script>
</div>
<script>
$(document).ready(function() {
    var odataUri = "https://kitiportal38.microsoftcrmportals.com/_odata/Cricos";
    var list;
    $.ajax({
        type: 'GET',
        contentType: 'application/json; charset=utf-8',
        datatype: 'json',
        url: odataUri,
        beforeSend: function(XMLHttpRequest) {
            XMLHttpRequest.setRequestHeader('Accept', 'application/json');
        },
        async: false,
        success: function(data, textStatus, xhr) {
            // Getting the company (Account) name that he belongs to
            var myData = data.value;     
         
       alert(myData);
        debugger;
            $("#grid").kendoGrid({
                dataSource: {
                    type: "json",
                    data:myData                 
                },
                height: 550,
                selectable: "multiple, row",
                groupable: true,
                sortable: true,
                pageable: {
                    refresh: true,
                    pageSizes: true,
                    buttonCount: 2
                },
                columns: [{               
                    field: "ags_name",
                    title: "Name",
                    width: 240,
                   template: "<a href='/CricosRedirectPage/?id=#= ags_cricosid #'>#= ags_name #</a>"
                }, {
                    field: "ags_fullname",
                    title: "FullName",
                    //template: "<a href='/CricosRedirectPage/?id=#= ags_fullname #'>#= ags_fullname #</a>"
                }, {
                    field: "ags_address",
                    title: "Address"
                }, {
                    field: "ags_dob",
                    title: "DOB"
                },  {
                    field: "createdon",
                    title: "Created On"
                },
                {
                command: ["edit", "destroy"], title: "&nbsp;", width: "250px"
               }
                ],
                editable: {
            update: true,
            destroy: true,
            confirmation: false,
            mode: "inline"
        },
            });
     
        },
        error: function(xhr, textStatus, errorThrown) {
            alert(textStatus + ' ' + errorThrown);
        }
    });
});
</script>
</body>
</html>

2. Create Page Template & take here your web template file,then create web page along with Page template.












3. Create a Entity Form for edit & delete purpose & create another Web Page for redirect to different page for update & delete records & here what Partial Url we are giving it should be mention in your above Web Template.

























4. So Final Grid will be something like this in below :











I hope it will help to someone !!

Tuesday, 13 February 2018

Display Power BI Reports in Dynamics CRM Online Dashboards

Hello All Today I am going to tell how we can display database table records in CRM Dashboard using Power BI Desktop.

1. Install Power BI Desktop for designing the reports & Sign Up with your CRM Credentials.

2. Get the data from Sql DB & design the reports in Power BI Desktop then Publish it .



3. Now configure the Power BI on CRM.



4. Create New Dashboard in CRM & add a Power BI tile to the dashboard.



5. Below reports added in CRM Dashboard , if you want to do any modification, then we can do by open in Power BI.







Hope it will helps!!