Saturday, March 03, 2012

MS CRM 2011: Extended handling of Save events in Microsoft Dynamics CRM 2011

About 1.5 ago I wrote post which describes how to work with additional parameters during save of form. I decided to go through all available standard forms and create extended list of available parameters.

Here is the list of supported save modes which can be found at following article - http://technet.microsoft.com/en-us/library/gg509060.aspx:

1

Here is my addition to this list:

Lead Qualification

ExecutionObj.getEventArgs().getSaveMode() equals to 16

Additional available fields:

Additional Field

Comment

crmFormSubmit.qlShowNew.value

Equals to true if checkbox “Open newly created records” is checked, otherwise equals to false

crmFormSubmit.qlCreateAccount.value

Equals to true is checkbox “Create Account” is checked

crmFormSubmit.qlCreateContact.value

Equals to true is checkbox “Create Contact” is checked

crmFormSubmit.qlCreateOpportunity.value

Equals to true is checkbox “Create Opportunity” is checked

crmFormSubmit.ulNewStatus.value

Value of new status

crmFormSubmit.qlOppCurrencyId.value

Filled in case checkbox “Create Opportunity” is checked, contains identifier of currency

crmFormSubmit.qlOpportunityParentType.value

Filled in case checkbox “Create opportunity” is selected, both contact and account are unchecked, contains typecode of selected customer(1 - account, 2 - contact)

crmFormSubmit.qlOpportunityParentId.value

Filled in case checkbox “Create opportunity” is checked, both contact and account are unchecked, contains identifier of selected customer

 

Opportunity

When you are closing opportunity for both cases (Win and Lost) ExecutionObj.getEventArgs().getSaveMode() equals to 5

Additional Field Comment

crmFormSubmit.crActivityXml.value

Contains information about Opportunity Close activity that will be created. Sample for case when Opportunity is closed as Won:

<opportunityclose>
<actualrevenue>1875000</actualrevenue>
<activityid>{E0158FD7-B25E-E111-8D38-08002742C360}</activityid>
<opportunityid>{2D75634F-9973-E011-8720-00155DA5304E}</opportunityid>
<description>Description</description>
<actualend>2012-02-23T00:00:00</actualend>
<subject>Subject for close task</subject>
</opportunityclose>

Sample for case when Opportunity is closed as Lost:

<opportunityclose>
<actualrevenue>0</actualrevenue>
<activityid>{3FCCBBD8-B55E-E111-8D38-08002742C360}</activityid>
<opportunityid>{2D75634F-9973-E011-8720-00155DA5304E}</opportunityid>
<description>Description</description>
<actualend>2012-02-23T00:00:00</actualend>
<subject>Subject for close task</subject>
<competitorid>{4C97A4EC-B55E-E111-8D38-08002742C360}</competitorid>
</opportunityclose>

crmFormSubmit.crNewStatus.value

Contains new status for Opportunity

crmFormSubmit.crNewState.value

Contains new state for Opportunity

Sample how to work with activity field you can find at following post - http://a33ik.blogspot.com/2010/06/extended-handling-of-save-event-in.html

Here are additional events that can be handled during work with Opportunity form:

Event Mode

ExecutionObj.getEventArgs().getSaveMode() equals to

New Quote

22

New Sales Order

21

New Invoice

23

 

Quote

When you create Create Order from Activated Quote ExecutionObj.getEventArgs().getSaveMode() equals to 17. Additional fields:

Additional Field

Comment

crmFormSubmit.aqDescription.value

Contains description

crmFormSubmit.aqActualRevenue.value

Contains actual revenue, available only when checkbox “Use Given Revenue” checkbox is checked

crmFormSubmit.aqUseGivenRevenue.value

Contains true when “Use Given Revenue” checkbox is checked

crmFormSubmit.aqCloseOpportunity.value

Contains true when “Close Opportunity” checkbox is checked

crmFormSubmit.aqCloseDate.value

Contains Close Date

crmFormSubmit.aqNewStatus.value

Contains new Status for Quote

 

When you close Quote ExecutionObj.getEventArgs().getSaveMode() equals to 25. Additional fields for event:

Additional Field

Comment

crmFormSubmit.cqDescription.value

Contains description

crmFormSubmit.cqOppState.value

Contains new Opportunity state

crmFormSubmit.cqOppStatus.value

Contains new Opportunity status

crmFormSubmit.cqActivityXml.value

Contains close activity

crmFormSubmit.cqCloseOpp.value

Contains true when checkbox “Close Opportunity” is checked

crmFormSubmit.cqReviseQuote.value

Contains true when checkbox “Revise Quote” is checked

crmFormSubmit.cqCloseDate.value

Contains Close date

crmFormSubmit.cqNewStatus.value

Contains new Status for Quote

 

Here are additional events that can be handled during work with Quote form:

Event Mode

ExecutionObj.getEventArgs().getSaveMode() equals to

Get Products

28

Activate

29

Revise

24

 

Sales Order

When you fulfill Sales Order ExecutionObj.getEventArgs().getSaveMode() equals to 56. Additional fields for event:

Additional Field

Comment

crmFormSubmit.coDescription.value

Contains description

crmFormSubmit.coCloseDate.value

Contains Close date

crmFormSubmit.coNewStatus.value

Contains new Sales Order status

When you cancel Sales Order ExecutionObj.getEventArgs().getSaveMode() equals to 26. Additional fields for event:

Additional Field

Comment

crmFormSubmit.coDescription.value

Contains description

crmFormSubmit.coCloseDate.value

Contains Close date

crmFormSubmit.coNewStatus.value

Contains new Sales Order status

Here are additional events that can be handled during work with Quote form:

Event Mode

ExecutionObj.getEventArgs().getSaveMode() equals to

New Invoice

19

Use Current Pricing

51

Get Products

43

Lock Pricing

50

 

Invoice

Here are additional events that can be handled during work with Invoice form:

Event Mode

ExecutionObj.getEventArgs().getSaveMode() equals to

Invoice Paid

57

Invoice Canceled

27

Get Products

44

Lock Pricing

52

Use Current Pricing

53

 

Case (Incident)

When you Resolve Case ExecutionObj.getEventArgs().getSaveMode() equals to 5. Additional fields for event:

Additional Field

Comment

crmFormSubmit.crNewStatus.value

Contains new Status

crmFormSubmit.crActivityXml.value

Contains Close Case activity in XML format. Sample:

<incidentresolution>
<timespent>30</timespent>
<description>Description</description>
<subject>Resolution</subject>
<incidentid>{70FCC0D4-D660-E111-82A9-08002742C360}</incidentid>
</incidentresolution>

 

When you Cancel Case ExecutionObj.getEventArgs().getSaveMode() equals to 40.

Contact

Here are additional events that can be handled during work with Contract form:

Event Mode

ExecutionObj.getEventArgs().getSaveMode() equals to

Invoice Contract

38

Recalculate

4

Cancel Contract

33

crmFormSubmit.ccCancellationDate.value contains date of contract cancellation

Copy Contract

39
crmFormSubmit.ccIncludeCancelledLines.value equals to true if checkbox “Include cancelled lines” is checked

Hold Contract

31

Release Hold

32

Renew Contract

34

crmFormSubmit.rcIncludeCancelledLines.value equals to true if checkbox “Include cancelled lines” is checked



Of course you should know that this approach is 100% unsupported.