Follow the simple example to create HTML webresource in CRM form.
Task: Create a HTML webresource, to show list of Security Roles associated to User in User (systemuser) record
Solution: Follow the below steps,
Step 1: Should include Jquery webresource in the HTML Page. Download the latest CRM SDK &Goto the below path,
SDK\SampleCode\JS\RESTEndpoint\JQueryRESTDataOperations\JQueryRESTDataOperations\Scripts
Step 2: Browse for jquery_1.9.1.min and Create “new_ jquery_1.9.1.min” Jscript Webresource as shown below,
Step 3: Create HTML Webresource “new_userRolesHTML”,
Step 4: Click on Text Editor, Copy & Paste the below code, or Click here to get HTML code
<html>
<head>
<title>User Security Roles</title>
</head>
<body>
<script src="ClientGlobalContext.js.aspx" type="text/javascript"></script>
<script src="../WebResources/new_jquery_1.9.1.min" type="text/javascript"></script>
<script type="text/javascript">
function getLoggedInUserRoles() {
var context = GetGlobalContext();
var userRecordId = parent.Xrm.Page.data.entity.getId();
retrieveMultiple("SystemUserSet", "?$select=systemuserroles_association/Name&$expand=systemuserroles_association&$filter=SystemUserId eq (guid'" + userRecordId + "')", getSecurityRoleNames, null, null);
}
function retrieveMultiple(odataSetName, filter, successCallback, errorCallback, _executionObj) {
var context = GetGlobalContext();
var serverUrl = context.getServerUrl();
var ODATA_ENDPOINT = "/XRMServices/2011/OrganizationData.svc";
//odataSetName is required,
if (!odataSetName) {
alert("odataSetName is required.");
return;
}
//Build the URI
var odataUri = serverUrl + ODATA_ENDPOINT + "/" + odataSetName;
//If a filter is supplied, append it to the OData URI
if (filter) {
odataUri += filter;
}
//Asynchronous AJAX function to Retrieve CRM records using OData
$.ajax({
type: "GET",
async: true,
contentType: "application/json; charset=utf-8",
datatype: "json",
url: odataUri,
beforeSend: function (XMLHttpRequest) {
//Specifying this header ensures that the results will be returned as JSON.
XMLHttpRequest.setRequestHeader("Accept", "application/json");
},
success: function (data, textStatus, XmlHttpRequest) {
if (successCallback) {
if (data && data.d && data.d.results) {
successCallback(data.d.results, textStatus, XmlHttpRequest);
} else if (data && data.d) {
successCallback(data.d, textStatus, XmlHttpRequest);
} else {
successCallback(data, textStatus, XmlHttpRequest);
}
}
},
error: function (XmlHttpRequest, textStatus, errorThrown) {
if (errorCallback)
errorCallback(XmlHttpRequest, textStatus, errorThrown);
else
errorHandler(XmlHttpRequest, textStatus, errorThrown);
}
});
}
function errorHandler(xmlHttpRequest, textStatus, errorThrow) {
alert("Error : " + textStatus + ": " + xmlHttpRequest.statusText);
}
function getSecurityRoleNames(data, textStatus, XmlHttpRequest) {
var totalCount = data[0].systemuserroles_association.results.length;
var userString = null;
if (totalCount > 0) {
userString = "";
for (var i = 0; i < totalCount; i++)
userString = userString + data[0].systemuserroles_association.results[i].Name + "\n";
document.getElementById("userRoles").innerText = userString;
} else
alert("No role associated with the user");
}
</script>
<style>
h5 {
font-family: Segoe UI,Tahoma,Arial;
font-weight: bold;
font-variant: normal;
color: #000080;
text-decoration: underline;
}
p {
font-family: Segoe UI,Tahoma,Arial;
font-size: 13px;
}
</style>
<table>
<tr><td><h5>Security Roles</h5></td></tr>
<tr><td><p id="userRoles"></p></td></tr>
<tr><td> </td></tr><tr>
<td><button onclick="getLoggedInUserRoles()">Click here</button></td></tr>
</table>
</body>
</html>
Step 5: Save and Publish “new_userRolesHTML” Webresource.
Step 6: Goto Microsoft Dynamics CRM –> Settings –> Customization –> Customize the System.
Step 7: Under Entities –> User –> Forms, open Information form as highlighted below,
Step 8: Click on Web Resource, under Insert tab on User Information form,
Step 9: Select the HTML webresource created in Step 3, and provide the name & Label as shown below,
Step 10: Click on Ok. Save & Publish the Form.
Step 11: Open any User record, and click on Click Here button to see the User Roles.
Happy Coding 🙂
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Thank you very much for this post. I had to change getServerURL() to getClientURL() to let it work in CRM 2015 Update 1.
Very Nice explanation …Thank You soooooo much
Thank you Muraga :):):)
Great Post!
Tnank you very much Muraga >_<
I think this post is a good example about ajax use in dynamics crm form page.
I use change two places with your code in order to let it works(dynamics crm 2015 online).
1
before:var userRecordId = parent.Xrm.Page.data.entity.getId();
after:var userRecordId = var userRecordId = Xrm.Page.context.getUserId();
2
before:var serverUrl = context.getServerURL();
after:var serverUrl = context.getClientUrl();
Wow, attractive site. Thnx ..
Thank you 🙂