Useful JavaScript functions & methods for CRM 2011 – CWS.CRM.Utils.js Library

Starting with this great article, I’ve created a JavaScript Library with several useful functions & methods for CRM 2011, such as:
– CRM Service class to Create, Update, Retrieve, RetrieveMultiple, Delete records in CRM (SOAP based);
– Custom Runtime Advanced Filtered Lookup support;
– Set Lookup Value programmatically support
– Guid Generator
– CRM Form Buttons for CRM 4.0 & CRM 2011
– Date Format prototype
– Dynamic create support for Notes
– Array Contains prototype
– String EndsWith prototype
– Check if the logged-in user has a certain role
– Automatic Dialogs (launch in runtime) support
– much more to come…

You can download the full library here.

Also, here are some examples of how to use it:

// CWS.CRM.Utils.js Examples

// Gets all the offers associated with an opportunity
function GetOffersByOpportunity(opportunityId)
{
	try {
		if(opportunityId != null)
		{
			var entityName = 'quote';
			var outputColumns = [new CRMField('name'), new CRMField('quoteid'), new CRMField('closedon')];
			var filters = [new FilterBy('opportunityid', LogicalOperator.Equal, opportunityId)];

			var items = RetrieveRecords(entityName, outputColumns, filters);

			if(items != null)
				return items;
		}
	}
	catch(err) {
	}

	return null;
}

// Gets all the offer products associated with an offer
function GetOfferProductsByOffer(offerId)
{
	try {
		if(offerId != null)
		{
			var entityName = 'quotedetail';
			var outputColumns = [new CRMField('quotedetailid'), new CRMField('new_invoicingdate'), new CRMField('productid')];
			var filters = [new FilterBy('quoteid', LogicalOperator.Equal, offerId)];

			var items = RetrieveRecords(entityName, outputColumns, filters);

			if(items != null)
				return items;
		}
	}
	catch(err) {
	}

	return null;
}

// Updates certain fields of the offer product
function UpdateOfferProductInfo(offerProductId, newInvoicingDate)
{
	try {
		if(offerProductId != null)
		{
			var entityName = 'quotedetail';
			var fields = [new CRMField('new_invoicingdate', newInvoicingDate.toCRMFormat())];

			return UpdateRecord(entityName, offerProductId, fields);
		}
	}
	catch(err) {
	}
}

// Copies the opportunity close date to all associated offers
function ComputeOffersCloseDate()
{
	var closeDate = new Date(Xrm.Page.getAttribute("actualclosedate").getValue());

	if(closeDate != null)
	{
		try {
			var opportunityId = Xrm.Page.data.entity.getId();

			if(opportunityId != null)
			{
				var offers = GetOffersByOpportunity(opportunityId);

				if(offers != null)
				{
					var entityName = 'quote';
					var fields = [new CRMField('closedon', closeDate.toCRMFormat())];

					for(var i=0; i < offers.Rows.length; i++)
					{
						var offerId = offers.Rows[i].GetValue("quoteid");

						if(offerId != null)
						{
							var entityName = 'quote';
							var fields = [new CRMField('closedon', closeDate.toCRMFormat())];
							var updated = UpdateRecord(entityName, offerId, fields);
						}
					}
				}
			}
		}
		catch(err) {
		}
	}
}

// Generates supplier order products, for a certain order - supplier combination
function GenerateSupplierOrderProducts(orderId, productId, vendorId)
{
	if(orderId != null && productId != null && vendorId != null)
	{
		try {
			var fields = [new CRMField('new_supplierorderid', orderId), new CRMField('new_productid', productId), new CRMField('new_supplierid', vendorId)];

			CreateRecord('new_supplierorderproduct', fields);
		}
		catch(err) {
		}
	}
}